Legacy Capital Wealth Management, LLC

Legacy Capital Wealth Management, LLC reported 80 holdings worth US$215M as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Aug 13, 2026

Legacy Capital Wealth Management, LLC reported 80 holdings worth US$215M as of Jun 30, 2026. Largest: Nvidia Corporation, Kla Corporation and Alphabet Inc (google) Class C. Filed Aug 13, 2026 (Form 13F).

Holdings
80
Value as reported
US$215M

The filing in full

CompanySharesValue as reported% of portfolio
Nvidia Corporation43,569US$8.72M4.1%
Kla Corporation20,148US$6.08M2.8%
Alphabet Inc (google) Class C15,480US$5.53M2.6%
Apple Inc18,390US$5.32M2.5%
Sterling Infrastructure, Inc.6,017US$5.05M2.3%
Amazon.com, Inc.20,249US$4.83M2.2%
Taiwan Semiconductor Manufacturing Co., Ltd.9,521US$4.55M2.1%
Broadcom Inc.11,781US$4.45M2.1%
Arista Networks, Inc.25,399US$4.31M2.0%
Microsoft Corp.11,483US$4.28M2.0%
Ati Inc.19,903US$3.92M1.8%
Eli Lilly And Company3,241US$3.89M1.8%
Berkshire Hathaway Inc.7,324US$3.66M1.7%
Emcor Group, Inc.4,391US$3.64M1.7%
Vertex Pharmaceuticals Incorporated7,333US$3.64M1.7%
Parker-hannifin Corporation3,656US$3.58M1.7%
O'reilly Automotive, Inc.38,157US$3.51M1.6%
Newmont Corporation37,477US$3.5M1.6%
Jp Morgan Chase & Co.10,392US$3.4M1.6%
Tjx Companies, Inc. (the)22,253US$3.37M1.6%
Meta Platforms, Inc.5,949US$3.35M1.6%
American Electric Power Company, Inc.24,280US$3.32M1.5%
Chevron Corporation19,728US$3.27M1.5%
Mckesson Corporation4,306US$3.25M1.5%
Costco Wholesale Corporation3,371US$3.15M1.5%
Micron Technology, Inc.1,462US$1.69M0.78%
Exxon Mobil Corporation6,894US$943K0.44%
Cisco Systems, Inc.6,143US$722K0.34%
Tesla, Inc.1,703US$716K0.33%
Advanced Micro Devices Inc1,063US$618K0.29%
Bloom Energy Corporation1,700US$515K0.24%
Palantir Technologies Inc.2,969US$346K0.16%
Ondas Inc40,711US$335K0.16%
Johnson & Johnson1,233US$313K0.15%
Applied Optoelectronics, Inc.1,900US$282K0.13%
Baker Hughes Company4,814US$267K0.12%
Unitedhealth Group Incorporated557US$232K0.11%
Amphenol Corporation1,200US$212K0.10%
Western Midstream Partners, Lp4,775US$209K0.10%
Ouster, Inc.3,269US$204K0.10%
Trilogy Metals Inc.44,107US$155K0.07%
Eightco Holdings Inc.27,708US$19,271<0.01%
Walmart Inc.0US$00.00%
Oracle Corporation0US$00.00%
S&p Global Inc.0US$00.00%

Source

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