Legacy Capital Wealth Management, LLC Top Holdings and 13F Report (2026) About Legacy Capital Wealth Management, LLCInvestment ActivityLegacy Capital Wealth Management, LLC has $173.85 million in total holdings as of March 31, 2026.Legacy Capital Wealth Management, LLC owns shares of 65 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 16.17% of the portfolio was purchased this quarter.About 10.08% of the portfolio was sold this quarter.This quarter, Legacy Capital Wealth Management, LLC has purchased 65 new stocks and bought additional shares in 30 stocks.Legacy Capital Wealth Management, LLC sold shares of 21 stocks and completely divested from 10 stocks this quarter.Largest Holdings Invesco S&P 500 Momentum ETF $15,620,445Janus Henderson AAA CLO ETF $9,934,576FIRST TR EXCHANGE-TRADED FD $9,517,244Innovator U.S. Equity Ultra Buffer ETF - December $8,760,479NVIDIA $7,535,823 Largest New Holdings this Quarter 025537101 - American Electric Power $2,864,360 Holding46625H100 - JPMorgan Chase & Co. $2,831,290 Holding01741R102 - ATI $2,803,160 Holding78462F903 - STATE STR SPDR S&P 500 ETF T $1,235,646 Holding78462F953 - STATE STR SPDR S&P 500 ETF T $1,040,544 Holding Largest Purchases this Quarter FIRST TR EXCHANGE-TRADED FD 142,141 shares (about $2.93M)American Electric Power 21,852 shares (about $2.86M)JPMorgan Chase & Co. 9,625 shares (about $2.83M)ATI 19,271 shares (about $2.80M)Taiwan Semiconductor Manufacturing 7,615 shares (about $2.57M) Largest Sales this Quarter Janus Henderson AAA CLO ETF 31,577 shares (about $1.59M)Newmont 12,222 shares (about $1.32M)Sterling Infrastructure 2,049 shares (about $834.50K)KLA 402 shares (about $591.80K)iShares Silver Trust 8,608 shares (about $586.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Capital Wealth Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPMOInvesco S&P 500 Momentum ETF$15,620,445$582,525 ▲3.9%139,3319.0%ETFJAAAJanus Henderson AAA CLO ETF$9,934,576$1,590,534 ▼-13.8%197,2325.7%ETFFIRST TR EXCHANGE-TRADED FD$9,517,244$2,933,789 ▲44.6%461,1075.5%STRUCTURED CR INUDECInnovator U.S. Equity Ultra Buffer ETF - December$8,760,479$385,176 ▲4.6%225,5535.0%ETFNVDANVIDIA$7,535,823$906,880 ▲13.7%43,2104.3%Computer and TechnologyCGDVCapital Group Dividend Value ETF$7,226,738$188,793 ▲2.7%169,8814.2%ETFTIDAL TRUST I$4,973,744$198,121 ▲4.1%208,3682.9%FUNDSTRAT GRANNYSPYSPDR S&P 500 ETF Trust$4,827,474$100,152 ▼-2.0%7,4232.8%FinanceAAPLApple$4,676,749$1,161,827 ▲33.1%18,4282.7%Computer and TechnologyAMZNAmazon.com$4,288,071$1,086,545 ▲33.9%20,5892.5%Retail/WholesaleMSFTMicrosoft$4,113,809$1,626,941 ▲65.4%11,1132.4%Computer and TechnologyGOOGAlphabet$3,992,934$447,229 ▼-10.1%13,9192.3%Computer and TechnologyCVXChevron$3,674,370$228,420 ▲6.6%17,7592.1%EnergyRCLRoyal Caribbean Cruises$3,604,8580.0%13,1002.1%Consumer DiscretionaryQQQMInvesco NASDAQ 100 ETF$3,594,519$99,564 ▼-2.7%15,1272.1%ETFSTRLSterling Infrastructure$3,562,798$834,496 ▼-19.0%8,7482.0%ConstructionKLACKLA$3,491,929$591,802 ▼-14.5%2,3722.0%Computer and TechnologyTJXTJX Companies$3,389,241$251,842 ▲8.0%21,2231.9%Retail/WholesaleAVGOBroadcom$3,374,737$90,071 ▲2.7%10,9031.9%Computer and TechnologyXMMOInvesco S&P MidCap Momentum ETF$3,234,303$720,619 ▲28.7%22,3021.9%ETFMCKMcKesson$3,196,640$122,881 ▲4.0%3,6941.8%MedicalMETAMeta Platforms$3,143,175$452,539 ▲16.8%5,4941.8%Computer and TechnologyEMEEMCOR Group$3,084,679$231,831 ▼-7.0%4,1781.8%ConstructionTSMTaiwan Semiconductor Manufacturing$3,083,118$2,573,489 ▲505.0%9,1231.8%Computer and TechnologyNEMNewmont$3,079,054$1,323,028 ▼-30.1%28,4441.8%Basic MaterialsARISTA NETWORKS INC$3,059,923$225,792 ▲8.0%24,9221.8%COM SHSBRK.BBerkshire Hathaway$3,017,043$334,482 ▲12.5%6,2961.7%FinancePHParker-Hannifin$2,930,172$8,953 ▼-0.3%3,2731.7%IndustrialsAEPAmerican Electric Power$2,864,360$2,864,360 ▲New Holding21,8521.6%UtilitiesORLYO'Reilly Automotive$2,858,748$381,979 ▲15.4%30,9691.6%Retail/WholesaleLLYEli Lilly and Company$2,854,836$147,156 ▲5.4%3,1041.6%MedicalJPMJPMorgan Chase & Co.$2,831,290$2,831,290 ▲New Holding9,6251.6%FinanceATIATI$2,803,160$2,803,160 ▲New Holding19,2711.6%Basic MaterialsCOSTCostco Wholesale$2,802,009$362,707 ▲14.9%2,8121.6%Retail/WholesaleVRTXVertex Pharmaceuticals$2,611,812$359,911 ▲16.0%5,8491.5%MedicalCOWZPacer US Cash Cows 100 ETF$1,249,448$10,448 ▼-0.8%19,9720.7%ETFSTATE STR SPDR S&P 500 ETF T$1,235,646$1,235,646 ▲New Holding1,9000.7%CALLCGGOCapital Group Global Growth Equity ETF$1,175,692$934 ▼-0.1%35,2320.7%ETFXOMExxonMobil$1,167,370$59,887 ▲5.4%6,8810.7%EnergySTATE STR SPDR S&P 500 ETF T$1,040,544$1,040,544 ▲New Holding1,6000.6%PUTMUMicron Technology$950,006$105,406 ▼-10.0%2,8120.5%Computer and TechnologyTSLATesla$930,119$305,950 ▼-24.8%2,5020.5%Auto/Tires/TrucksSSOProShares Ultra S&P500$585,191$60,542 ▼-9.4%11,2800.3%ETFVTIVanguard Total Stock Market ETF$555,964$32,402 ▼-5.5%1,7330.3%ETFPALANTIR TECHNOLOGIES INC$522,366$1,609 ▲0.3%3,5710.3%CL AAMDAdvanced Micro Devices$493,928$86,661 ▼-14.9%2,4280.3%Computer and TechnologyGOOGLAlphabet$489,427$489,427 ▲New Holding1,7020.3%Computer and TechnologySLViShares Silver Trust$466,009$586,549 ▼-55.7%6,8390.3%ETFSPGIS&P Global$446,182$11,484 ▼-2.5%1,0490.3%FinanceGLDSPDR Gold Shares$428,5690.0%9960.2%FinanceQQQInvesco QQQ$426,536$2,886 ▼-0.7%7390.2%FinanceVGTVanguard Information Technology ETF$424,2140.0%6080.2%ETFSCHBSchwab US Broad Market ETF$369,422$9,463 ▲2.6%14,7180.2%ETFCSCOCisco Systems$343,336$343,336 ▲New Holding4,4250.2%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$336,139$9,463 ▲2.9%1,5630.2%ETFQLDProShares Ultra QQQ$332,988$36,843 ▼-10.0%5,4590.2%ETFBKRBaker Hughes$331,9290.0%5,4370.2%EnergyISHARES BITCOIN TRUST ETF$315,044$311,894 ▲9,900.0%8,2000.2%CALLJNJJohnson & Johnson$308,728$52,066 ▲20.3%1,2630.2%MedicalORCLOracle$269,986$81,658 ▲43.4%1,8350.2%Computer and TechnologyONDSOndas$240,102$240,102 ▲New Holding26,5600.1%Computer and TechnologyLSGRNatixis Loomis Sayles Focused Growth ETF$222,908$34,506 ▼-13.4%5,6590.1%ETFWALMART INC$212,159$212,159 ▲New Holding1,7070.1%COMAMAZON COM INC$208,270$208,270 ▲New Holding1,0000.1%CALLTMQTrilogy Metals$158,344$3,590 ▲2.3%44,1070.1%Basic MaterialsISHARES BITCOIN TRUST ETF$0$2,677,624 ▼-100.0%00.0%SHS BEN INTDELLDell Technologies$0$2,409,117 ▼-100.0%00.0%Computer and TechnologyCRMSalesforce$0$2,152,394 ▼-100.0%00.0%Computer and TechnologyTSCOTractor Supply$0$2,108,172 ▼-100.0%00.0%Retail/WholesaleBITMINE IMMERSION TECNOLOGIE$0$423,621 ▼-100.0%00.0%COM NEWAXSMAxsome Therapeutics$0$326,012 ▼-100.0%00.0%MedicalFIDELITY WISE ORIGIN BITCOIN$0$278,163 ▼-100.0%00.0%SHSDDIVFirst Trust Dorsey Wright Momentum & Dividend ETF$0$227,846 ▼-100.0%00.0%ManufacturingVTVVanguard Value ETF$0$213,527 ▼-100.0%00.0%ETFIRBOiShares Robotics and Artificial Intelligence Multisector ETF$0$207,511 ▼-100.0%00.0%ManufacturingShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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