LEGACY CAPITAL WEALTH MANAGEMENT, LLC
All 13F Filings
- Location
- The Woodlands, TX
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 217,663
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/13/2026 | 80 | 217,663 | 13F-HR | LEGACY CAPITAL WEALTH MANAGEMENT, LLC |
| Q1 2026 | 5/7/2026 | 65 | 173,851 | 13F-HR | LEGACY CAPITAL WEALTH MANAGEMENT, LLC |
| Q4 2025 | 2/11/2026 | 65 | 165,121 | 13F-HR | LEGACY CAPITAL WEALTH MANAGEMENT, LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.644 K
(1.2% of total reported value)
· QoQ Δ:
-156
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 160.5 K | 74.7% | 20.91 K | 0 | 20.91 K |
| ETFs | 54.27 K | 25.3% | 22.85 K | 0 | 22.85 K |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/13/2026
Total value ($000)
217,663
Holdings
80
QoQ value change ($000)
43,812
(25.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.