LEGACY CAPITAL WEALTH MANAGEMENT, LLC - Portfolio overview

LEGACY CAPITAL WEALTH MANAGEMENT, LLC has 74 reported holdings in this dataset, with the latest filing dated 2026-05-07.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPMO - INVESCO EXCH TRADED FD TR II, 8.63%
2. JAAA - JANUS DETROIT STR TR, 5.49%
3. SCIO - FIRST TR EXCHANGE-TRADED FD, 5.26%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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