Legacy Capital Wealth Management
Legacy Capital Wealth Management reported 72 stocks worth $215M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SPMO (12.1%), SCIO (5.1%) and UDEC (4.7%). Compared with Q1 2026, the fund opened new positions in TQQQ, BE and SPGI, added to SPMO, SCIO and UDEC, trimmed SPY, AAPL and STRL and sold out of SPGI, ORCL and WMT.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 4 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPMO Invesco S&P | $26.1M | 12.1% | 162K | +22K (+16%) | 3 of 4 | |
| 2 |  SCIO First TR Exchange-Traded FD IV | $11M | 5.1% | 531K | +69K (+15%) | 3 of 4 | |
| 3 |  UDEC Innovator Etfs Trust | $10.1M | 4.7% | 242K | +16K (+7%) | 3 of 4 | |
| 4 |  JAAA Janus Detroit Str TR | $10M | 4.6% | 198K | +549 (+0%) | 4 of 4 | |
| 5 |  CGDV Capital Group Dividend | $8.9M | 4.1% | 180K | +10K (+6%) | 3 of 4 | |
| 6 |  NVDA Nvidia Corporation | $8.7M | 4.0% | 44K | +359 (+1%) | 4 of 4 | |
| 7 |  GRNY Fundstrat Granny Shots US Large Cap ETF | $6.6M | 3.1% | 238K | +30K (+14%) | 3 of 4 | |
| 8 |  KLAC Kla Corp | $6.1M | 2.8% | 20K | +18K (+749%) | 4 of 4 | |
| 9 |  SPY Spdr S&P 500 ETF TR | $5.5M | 2.5% | 7,299 | −124 (−2%) | 4 of 4 | |
| 10 |  AAPL Apple Inc | $5.3M | 2.5% | 18K | −38 (−0%) | 4 of 4 |
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
Options
valued at the underlying shares| Stock | Type | Value | Shares | Change |
|---|---|---|---|---|
 META Meta Platforms Inc | Put | $563K | 1,000 | +1,000 |
 QQQ Invesco Qqq TR | Put | $442K | 600 | +600 |
QQQ Invesco Qqq TR | Call | $442K | 600 | +600 |
 AVGO Broadcom Inc | Call | $302K | 800 | +800 |
 TJX Tjx Cos Inc New | Call | $227K | 1,500 | +1,500 |
🔒 Free account: see all 8.
Reported value
last 4 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 | |
|---|---|---|---|
| Aug 13, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Capital Wealth Management 13F FAQ
What does Legacy Capital Wealth Management own?
Legacy Capital Wealth Management reported 72 stocks worth $215M in its 13F filing for Q2 2026, filed Aug 13, 2026. Its largest holdings are SPMO (12.1%), SCIO (5.1%) and UDEC (4.7%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Capital Wealth Management buy and sell in Q2 2026?
Compared with Q1 2026: 14 new positions, 35 added to, 20 trimmed and 3 sold out. New positions include TQQQ, BE and SPGI. It sold all of SPGI, ORCL and WMT.
When will Legacy Capital Wealth Management 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 Wealth Management's portfolio worth?
The Q2 2026 filing reports $215M in US stocks ($218M including options). 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.