LEGACY CAPITAL WEALTH MANAGEMENT, LLC

CIK

2071183

Location

THE WOODLANDS, TX

Portfolio Value

Micro $3,014,106

Diversification

Diversified

Filing Date

Global Rank

#5,387 / 8,232 ▲ 420

Top Industry

Semiconductors 16.6%

3Y Alpha vs SPY

+5.4%

Period ended 2 months ago

Filed May 7, 2026 · 38d

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

+5.4%

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

2 positions · $3,014,106 total · Consumer Defensive only · 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	History
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,812	+364	$2,801,961	+32.7%	92.96%
WMT	Walmart Inc. Consumer Defensive	NEW	1,707	NEW	$212,145	NEW	7.04%