LEGACY CAPITAL WEALTH MANAGEMENT, LLC
SEC Form 13F institutional filer · CIK 0002071183
13F-HR · 41 reported holdings · 2026-03-31
Reported long-US-equity value
$0.12B
Top-10 concentration
51.2%
LEGACY CAPITAL WEALTH MANAGEMENT, LLC — $116M AUM allocation strategy
LEGACY CAPITAL WEALTH MANAGEMENT, LLC files SEC Form 13F and reports $116M of long US equity value across 41 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 22.7%, followed by Financials 19.0% and Consumer Discretionary 9.8%.
The top 10 holdings account for 51% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
LEGACY CAPITAL WEALTH MANAGEMENT, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$116M
total across 41 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
51% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IVZ +10.2K sh · +$450K+$AMZN +5.22K sh · +$602K+$NVDA +5.2K sh · +$447K
Biggest trims (shares)
−$NEM −12.2K sh · −$981K−$GOOGL −1.56K sh · −$864K−$TSLA −823 sh · −$565K
Exited to nil (held last quarter, gone now)
$DELL ($2.41M last qtr)$CRM ($2.15M last qtr)$TSCO ($2.11M last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Asset Management & Custody Banks16.3%—
- Semiconductors9.4%—
- Interactive Media & Services6.1%—
- Technology Hardware, Storage & Peripherals4.0%—
- Broadline Retail3.7%—
- Systems Software3.5%—
- Integrated Oil & Gas3.1%—
- Hotels, Resorts & Cruise Lines3.1%—
- Other holdings50.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
8 of 8 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $IVZ | Invesco Ltd | 162K | $18.9M | +10.2K | 16.3% |
| $NVDA | NVIDIA Corporation | 43.2K | $7.54M | +5.2K | 6.5% |
| $AAPL | Apple Inc | 18.4K | $4.68M | +4.58K | 4.0% |
| $AMZN | Amazon.com Inc | 20.6K | $4.29M | +5.22K | 3.7% |
| $MSFT | Microsoft Corporation | 11.1K | $4.11M | +4.39K | 3.6% |
| $GOOGL | Alphabet Inc | 13.9K | $3.99M | -1.56K | 3.5% |
| $CVX | Chevron Corporation | 17.8K | $3.67M | +1.1K | 3.2% |
| $RCL | Royal Caribbean Cruises Ltd | 13.1K | $3.6M | +0 | 3.1% |
…and 33 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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