Legacy Capital Group California
Legacy Capital Group California reported 297 stocks worth $332M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are AAPL (10.1%), JPST (3.5%) and BIL (2.4%). Compared with Q1 2026, the fund opened new positions in IBRX, NBIS and RSP, added to JPST, GOOGL and LDUR, trimmed AAPL, BIL and SPYM and sold out of MRVL, EWS and PDD.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AAPL Apple Inc | $33.6M | 10.1% | 116K | −391 (−0%) | 8 of 8 | |
| 2 |  JPST J P Morgan Exchange Traded F | $11.6M | 3.5% | 229K | +197K (+610%) | 8 of 8 | |
| 3 |  BIL ST Stert Spdr Blmbg 1 3 | $7.8M | 2.4% | 85K | −7,280 (−8%) | 8 of 8 | |
| 4 |  SPYM Spdr Series Trust | $5.2M | 1.6% | 59K | −4,511 (−7%) | 8 of 8 | |
| 5 |  SPTM Spdr Series Trust | $5.2M | 1.6% | 57K | −4,462 (−7%) | 8 of 8 | |
| 6 |  GOOGL Alphabet Inc | $4.9M | 1.5% | 14K | +3,387 (+33%) | 8 of 8 | |
| 7 |  LDUR Pimco ETF TR | $4.5M | 1.4% | 47K | +3,481 (+8%) | 6 of 8 | |
| 8 |  VFLO Victory Portfolios II | $4.4M | 1.3% | 97K | −11K (−10%) | 8 of 8 | |
| 9 |  NVDA Nvidia Corporation | $4.4M | 1.3% | 22K | +6,211 (+40%) | 8 of 8 | |
| 10 |  PYLD Pimco ETF TR | $4.2M | 1.3% | 157K | +11K (+8%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 MRVL Marvell Technology Inc | $1.1M | 11K |
 EWS Ishares Inc | $1.1M | 40K |
 PDD Pdd Holdings Inc | $963K | 9,423 |
 PLTR Palantir Technologies Inc | $949K | 6,486 |
 SYK Stryker Corporation | $890K | 2,709 |
🔒 Free account: see all 30.
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 29, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Capital Group California 13F FAQ
What does Legacy Capital Group California own?
Legacy Capital Group California reported 297 stocks worth $332M in its 13F filing for Q2 2026, filed Jul 29, 2026. Its largest holdings are AAPL (10.1%), JPST (3.5%) and BIL (2.4%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Capital Group California buy and sell in Q2 2026?
Compared with Q1 2026: 55 new positions, 97 added to, 137 trimmed and 35 sold out. New positions include IBRX, NBIS and RSP. It sold all of MRVL, EWS and PDD.
When will Legacy Capital Group California file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Capital Group California's portfolio worth?
The Q2 2026 filing reports $332M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.