13F Filings History of LEGACY CAPITAL WEALTH MANAGEMENT, LLC

Latest 13F report
Q4 2025 - 11 Feb 2026
Value $
$164,945,088
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
The Woodlands, TX
Summary
This page shows a list of all the recent 13F filings made by LEGACY CAPITAL WEALTH MANAGEMENT, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LEGACY CAPITAL WEALTH MANAGEMENT, LLC reported 68 stock holdings with total value $164,945,088 as of Q4 2025. Top holdings included SPMO, JAAA, UDEC, CGDV, and NVDA.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 68 $164,945,088 $0 $0 $0 SPMO, JAAA, UDEC, CGDV, NVDA 13F-HR 11 Feb 2026, 17:20
Q4 2024 51 $100,714,684 $0 $0 $0 SPY, QQQM, JAAA, COWZ, CGGO 13F-HR 04 Jun 2025, 15:58