LEGACY CAPITAL WEALTH MANAGEMENT, LLC

CIK

2071183

Location

THE WOODLANDS, TX

Portfolio Value

Micro $98,945,594

Diversification

Diversified

Filing Date

Global Rank

#5,387 / 8,232 ▲ 420

Top Industry

Semiconductors 16.6%

3Y Alpha vs SPY

+5.5%

Period ended 2 months ago

Filed May 7, 2026 · 37d

3 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+31.1%

SPY

+23.4%

Annualised alpha

+5.5%

Max drawdown

−20.0%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

43 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.6%

−0.0 pts

Top 5

25.7%

+0.0 pts

Top 10

43.6%

−0.6 pts

HHI

355

Diversified+3

Portfolio Trend

3 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	32.5%	$32,156,230	13
Consumer Cyclical	15.2%	$15,071,108	5
Industrials	12.5%	$12,380,735	4
Healthcare	9.1%	$8,972,144	4
Financial Services	6.4%	$6,294,514	3
Unclassified	6.2%	$6,148,586	4
Energy	5.2%	$5,173,695	3
Communication Services	3.7%	$3,632,709	2
Basic Materials	3.3%	$3,237,407	2
Consumer Defensive	3.0%	$3,014,106	2
Utilities	2.9%	$2,864,360	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

21 positions

Ticker	Company	Δ Shares	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+7,615	9,123	$3,083,117
AMZN	Amazon Com Inc	+5,217	20,589	$4,288,071
NVDA	Nvidia Corp	+5,200	43,210	$7,535,824
AAPL	Apple Inc.	+4,578	18,428	$4,676,842
MSFT	Microsoft Corp	+4,395	11,113	$4,113,699
ORLY	O Reilly Automotive Inc	+4,138	30,969	$2,858,748
ANET	Arista Networks, Inc.	+1,839	24,922	$3,059,923
TJX	Tjx Companies Inc /De/	+1,577	21,223	$3,389,313
CVX	Chevron Corp	+1,104	17,759	$3,674,337
TMQ	Trilogy Metals Inc.	+1,000	44,107	$158,344
VRTX	Vertex Pharmaceuticals Inc / Ma	+806	5,849	$2,611,812
META	Meta Platforms, Inc.	+791	5,494	$3,143,282
BRK-B	Berkshire Hathaway Inc	+698	6,296	$3,017,043
ORCL	Oracle Corp	+555	1,835	$269,946
COST	Costco Wholesale Corp /New	+364	2,812	$2,801,961
XOM	Exxon Mobil Corp	+353	6,881	$1,167,430
AVGO	Broadcom Inc.	+291	10,903	$3,374,587
JNJ	Johnson & Johnson	+213	1,263	$308,727
LLY	ELI LILLY & Co	+160	3,104	$2,854,966
MCK	Mckesson Corp	+142	3,694	$3,196,639
PLTR	Palantir Technologies Inc.	+11	3,571	$522,365
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
NEM	NEWMONT Corp /DE/	−12,222	28,444	$3,079,063
SLV	iShares Silver Trust	−8,608	6,839	$466,009
STRL	Sterling Infrastructure, Inc.	−2,049	8,748	$3,562,797
TSLA	Tesla, Inc.	−823	2,502	$930,118
AMD	Advanced Micro Devices Inc	−426	2,428	$493,928
KLAC	Kla Corp	−402	2,372	$3,492,556
EME	EMCOR Group, Inc.	−314	4,178	$3,084,659
MU	Micron Technology Inc	−312	2,812	$950,006
SPY	Spdr S&P 500 ETF Trust	−154	7,423	$4,827,473
SPGI	S&P Global Inc.	−27	1,049	$446,181
PH	Parker-Hannifin Corp	−10	3,273	$2,930,120
QQQ	Invesco Qqq Trust, Series 1	−5	739	$426,536
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AEP	American Electric Power Co Inc	21,852	$2,864,360
JPM	Jpmorgan Chase & Co	9,625	$2,831,290
ATI	Ati Inc	19,271	$2,803,159
GOOGL	Alphabet Inc.	1,702	$489,427
CSCO	Cisco Systems, Inc.	4,425	$343,335
ONDS	Ondas Inc.	26,560	$240,102
WMT	Walmart Inc.	1,707	$212,145
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	53,930	$2,677,624
DELL	Dell Technologies Inc.	19,138	$2,409,091
CRM	Salesforce, Inc.	8,125	$2,152,393
TSCO	Tractor Supply Co /De/	42,155	$2,108,171
BMNR	Bitmine Immersion Technologies, Inc.	15,603	$423,621
AXSM	Axsome Therapeutics, Inc.	1,785	$326,012
FBTC	Fidelity Wise Origin Bitcoin Fund	3,649	$278,163
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 positions · $98,945,594 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NVDA	Nvidia Corp Technology	Added	43,210	+5,200	$7,535,824	+6.3%	7.62%
SPY	Spdr S&P 500 ETF Trust	Reduced	7,423	-154	$4,827,473	−6.6%	4.88%
AAPL	Apple Inc. Technology	Added	18,428	+4,578	$4,676,842	+24.2%	4.73%
AMZN	Amazon Com Inc Consumer Cyclical	Added	20,589	+5,217	$4,288,071	+20.9%	4.33%
MSFT	Microsoft Corp Technology	Added	11,113	+4,395	$4,113,699	+26.6%	4.16%
CVX	Chevron Corp Energy	Added	17,759	+1,104	$3,674,337	+44.8%	3.71%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Held	13,100	0	$3,604,858	−1.3%	3.64%
STRL	Sterling Infrastructure, Inc. Industrials	Reduced	8,748	-2,049	$3,562,797	+7.8%	3.60%
KLAC	Kla Corp Technology	Reduced	2,372	-402	$3,492,556	+3.6%	3.53%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	21,223	+1,577	$3,389,313	+12.3%	3.43%
AVGO	Broadcom Inc. Technology	Added	10,903	+291	$3,374,587	−8.1%	3.41%
MCK	Mckesson Corp Healthcare	Added	3,694	+142	$3,196,639	+9.7%	3.23%
META	Meta Platforms, Inc. Communication Services	Added	5,494	+791	$3,143,282	+1.3%	3.18%
EME	EMCOR Group, Inc. Industrials	Reduced	4,178	-314	$3,084,659	+12.2%	3.12%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	9,123	+7,615	$3,083,117	+572.8%	3.12%
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	28,444	-12,222	$3,079,063	−24.2%	3.11%
ANET	Arista Networks, Inc. Technology	Added	24,922	+1,839	$3,059,923	+1.2%	3.09%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	6,296	+698	$3,017,043	+7.2%	3.05%
PH	Parker-Hannifin Corp Industrials	Reduced	3,273	-10	$2,930,120	+1.5%	2.96%
AEP	American Electric Power Co Inc Utilities	NEW	21,852	NEW	$2,864,360	NEW	2.89%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Added	30,969	+4,138	$2,858,748	+16.8%	2.89%
LLY	ELI LILLY & Co Healthcare	Added	3,104	+160	$2,854,966	−9.8%	2.89%
JPM	Jpmorgan Chase & Co Financial Services	NEW	9,625	NEW	$2,831,290	NEW	2.86%
ATI	Ati Inc Industrials	NEW	19,271	NEW	$2,803,159	NEW	2.83%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,812	+364	$2,801,961	+32.7%	2.83%
VRTX	Vertex Pharmaceuticals Inc / Ma Healthcare	Added	5,849	+806	$2,611,812	+14.2%	2.64%
XOM	Exxon Mobil Corp Energy	Added	6,881	+353	$1,167,430	+48.6%	1.18%
MU	Micron Technology Inc Technology	Reduced	2,812	-312	$950,006	+6.5%	0.96%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	2,502	-823	$930,118	−37.8%	0.94%
PLTR	Palantir Technologies Inc. Technology	Added	3,571	+11	$522,365	−17.5%	0.53%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,428	-426	$493,928	−19.2%	0.50%
GOOGL	Alphabet Inc. Communication Services	NEW	1,702	NEW	$489,427	NEW	0.49%
SLV	iShares Silver Trust	Reduced	6,839	-8,608	$466,009	−53.2%	0.47%
SPGI	S&P Global Inc. Financial Services	Reduced	1,049	-27	$446,181	−20.7%	0.45%
GLD	Spdr Gold Trust	Held	996	0	$428,568	+8.6%	0.43%
QQQ	Invesco Qqq Trust, Series 1	Reduced	739	-5	$426,536	−6.7%	0.43%
CSCO	Cisco Systems, Inc. Technology	NEW	4,425	NEW	$343,335	NEW	0.35%
BKR	Baker Hughes Co Energy	Held	5,437	0	$331,928	+34.1%	0.34%
JNJ	Johnson & Johnson Healthcare	Added	1,263	+213	$308,727	+42.1%	0.31%
ORCL	Oracle Corp Technology	Added	1,835	+555	$269,946	+8.2%	0.27%
ONDS	Ondas Inc. Technology	NEW	26,560	NEW	$240,102	NEW	0.24%
WMT	Walmart Inc. Consumer Defensive	NEW	1,707	NEW	$212,145	NEW	0.21%
TMQ	Trilogy Metals Inc. Basic Materials	Added	44,107	+1,000	$158,344	−14.8%	0.16%