Legacy Capital Group California, Inc.

CIK 0001977092 · LOS GATOS, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-29 · Open the SEC source

Legacy Capital Group California, Inc. reported 299 positions worth $331.8M as of June 30, 2026 (13F filed July 29, 2026). Largest holding: AAPL (10.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$331.8M
2026 Q2
Positions
299
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
25.8%
Est. Net Flow (Q)
2026 Q2
10 / 299 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1AAPLAPPLE INCSH$33.6M10.12%115,979
2JPSTJ P MORGAN EXCHANGE TRADED FSH$11.6M3.49%228,759
3BILSPDR SERIES TRUSTSH$7.8M2.36%85,499
4SPYMSPDR SERIES TRUSTSH$5.2M1.57%59,104
5SPTMSPDR SERIES TRUSTSH$5.2M1.56%56,993
6GOOGLALPHABET INCSH$4.9M1.46%13,572
7LDURPIMCO ETF TRSH$4.5M1.35%46,974
8VFLOVICTORY PORTFOLIOS IISH$4.4M1.34%97,216
9NVDANVIDIA CORPORATIONSH$4.4M1.32%21,913
10PYLDPIMCO ETF TRSH$4.2M1.26%157,121

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Legacy Capital Group California, Inc. hold as of Q2 2026?

Legacy Capital Group California, Inc. reported 299 positions worth $331.8M in its Q2 2026 13F filing. Largest positions: AAPL (10.1%), JPST (3.5%), BIL (2.4%), SPYM (1.6%) and SPTM (1.6%).

What did Legacy Capital Group California, Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Legacy Capital Group California, Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.