Legacy Capital Wealth Management, LLC
Annual return '25
+15.6%
SPY '25
+17.7%
Alpha
-2.2ptsvs SPY
Invested
$173.9M
Holdings
61
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPMO
INVESCO EXCH TRADED FD TR II
Q1 2026: Exited (was 134.1k shares)
9.1%
02
$JAAA
JANUS DETROIT STR TR
Q1 2026: Exited (was 228.8k shares)
5.8%
03
$SCIO
FIRST TR EXCHANGE-TRADED FD
Q1 2026: Exited (was 319.0k shares)
5.6%
04
$UDEC
INNOVATOR ETFS TRUST
Q1 2026: Exited (was 215.6k shares)
5.1%
05
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +18342.3% (38.0k → 7.01M shares)
4.4%
06
$CGDV
CAPITAL GROUP DIVIDEND VALUE
Q1 2026: Exited (was 165.4k shares)
4.2%
07
$GRNY
TIDAL TRUST I
Q1 2026: Exited (was 200.1k shares)
2.9%
08
$SPY
STATE STR SPDR S&P 500 ETF T
Q1 2026: Increased +57133.3% (21 → 12.0k shares)
2.8%
09
$AAPL
APPLE INC
Q1 2026: Increased +959.2% (13.9k → 146.7k shares)
2.7%
10
$AMZN
AMAZON COM INC
Q1 2026: Increased +8542.0% (81 → 7.0k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:35 UTC.