Arkolith/Funds/Legacy Capital Wealth Management, LLC

Legacy Capital Wealth Management, LLC

CIK 2071183Wealth platform
Holdings as of Jun 30, 2026·disclosed Aug 13, 2026·~44-day 13F lag·13F-HR
Active Filer

Legacy Capital Wealth Management, LLC holds a focused book of 72 stocks worth $215.0M as of Q2 2026 (disclosed Aug 13, 2026, a ~44-day 13F lag). This quarter they opened Proshares Ultrapro QQQ and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Invesco S&P 500 Momentum ETF at 12% of the equity book. They also disclosed $1.2M in put options (a bearish bet) and $1.4M in call options (bullish), shown separately below and excluded from the equity book.

Opened
29
bought for the first time
Added to
35
already held, bought more
Trimmed
20
sold some, still holds it
Sold out
3
exited the position entirely

Concentration

Top-heavy: focused book

Top 5 holdings
31%
Top 10 holdings
46%
Top 20 holdings
67%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

55% mapped to company sectors

ETF / fund or unclassified
45%
Information Technology
24%
Industrials
9%
Consumer Discretionary
7%
Health Care
4%
Financials
4%
Materials
4%
Energy
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Legacy Capital Wealth Management, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.79 / 72$18.5B
MORGAN STANLEY78 / 72$562.8B
LPL Financial LLC78 / 72$85.2B
WELLS FARGO & COMPANY/MN77 / 72$152.7B
Integrated Wealth Concepts LLC77 / 72$3.7B
IFP Advisors, Inc77 / 72$1.4B
UBS Group AG76 / 72$149.4B
ENVESTNET ASSET MANAGEMENT INC76 / 72$76.9B

Ranked by how many of Legacy Capital Wealth Management, LLC's top 72 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

72 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$26.1M161.6K
12.1%
+16%
Added · +22K sh
2First TR Exchange-Traded FD
STRUCTURED CR IN
$11.0M530.6K
5.1%
+15%
Added · +69K sh
3Innovator Etfs Trust
US EQTY ULTRA B
$10.1M241.9K
4.7%
+7.3%
Added · +16K sh
4Janus Detroit STR TR
HENDRSON AAA CL
$10.0M197.8K
4.6%
+0.3%
Added · +549 sh
5Capital Group Dividend Value
SHS CREAT UNIT
$8.9M179.9K
4.1%
+5.9%
Added · +10K sh
6Nvidia Corporation
COM
$8.7M43.6K
4.1%
+0.8%
Added · +359 sh
7Tidal Trust I
FUND GRAN US ETF
$6.6M238.2K
3.1%
+14%
Added · +30K sh
8Kla Corp
COM NEW
$6.1M20.1K
2.8%
+749%
Added · +18K sh
9State STR SPDR S&P 500 ETF T
TR UNIT
$5.5M7.3K
2.5%
−1.7%
Reduced · −124 sh
10Apple Inc
COM
$5.3M18.4K
2.5%
−0.2%
Reduced · −38 sh
11Sterling Infrastructure Inc
COM
$5.1M6.0K
2.3%
−31%
Reduced · −3K sh
12Alphabet Inc
CAP STK CL C
$4.9M13.8K
2.3%
−0.5%
Reduced · −70 sh
13Amazon Com Inc
COM
$4.8M20.2K
2.2%
−1.6%
Reduced · −340 sh
14Taiwan Semiconductor Manufac
SPONSORED ADS
$4.5M9.5K
2.1%
+4.4%
Added · +398 sh
15Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$4.5M15.0K
2.1%
−0.8%
Reduced · −130 sh
16Broadcom Inc
COM
$4.5M11.8K
2.1%
+8.1%
Added · +878 sh
17Arista Networks Inc
COM SHS
$4.3M25.4K
2.0%
+1.9%
Added · +477 sh
18Microsoft Corp
COM
$4.3M11.5K
2.0%
+3.3%
Added · +370 sh
19Royal Caribbean Group
COM
$4.2M13.1K
1.9%
Held
20Invesco Exchange Traded FD T
S&P MDCP MOMNTUM
$3.9M23.2K
1.8%
+4.0%
Added · +885 sh
21Ati Inc
COM
$3.9M19.9K
1.8%
+3.3%
Added · +632 sh
22Eli Lilly & Co
COM
$3.9M3.2K
1.8%
+4.4%
Added · +137 sh
23Berkshire Hathaway Inc Del
CL B NEW
$3.7M7.3K
1.7%
+16%
Added · +1K sh
24Emcor Group Inc
COM
$3.6M4.4K
1.7%
+5.1%
Added · +213 sh
25Vertex Pharmaceuticals Inc
COM
$3.6M7.3K
1.7%
+25%
Added · +1K sh
26Parker-Hannifin Corp
COM
$3.6M3.7K
1.7%
+12%
Added · +383 sh
27Oreilly Automotive Inc
COM
$3.5M38.2K
1.6%
+23%
Added · +7K sh
28Newmont Corp
COM
$3.5M37.5K
1.6%
+32%
Added · +9K sh
29JPMorgan Chase & Co
COM
$3.4M10.4K
1.6%
+8.0%
Added · +767 sh
30TJX Cos Inc New
COM
$3.4M22.3K
1.6%
+4.8%
Added · +1K sh
31Meta Platforms Inc
CL A
$3.4M5.9K
1.6%
+8.3%
Added · +455 sh
32American Elec PWR Co Inc
COM
$3.3M24.3K
1.5%
+11%
Added · +2K sh
33Chevron Corporation
COM
$3.3M19.7K
1.5%
+11%
Added · +2K sh
34McKesson Corp
COM
$3.3M4.3K
1.5%
+17%
Added · +612 sh
35Costco Wholesale Corporation
COM
$3.2M3.4K
1.5%
+20%
Added · +559 sh
36Proshares TR
ULTRAPRO QQQ
$1.8M22.6K
0.9%
New
New position
37Micron Technology Inc
COM
$1.7M1.5K
0.8%
−48%
Reduced · −1K sh
38Capital Group GBL Growth Eqt
SHS CREAT UNIT
$1.5M34.7K
0.7%
−1.5%
Reduced · −524 sh
39Pacer FDS TR
US CASH COWS 100
$1.2M19.4K
0.6%
−2.7%
Reduced · −545 sh
40Invesco QQQ TR
UNIT SER 1
$985K1.3K
0.5%
+81%
Added · +598 sh
41Exxon Mobil Corp
COM
$943K6.9K
0.4%
+0.2%
Added · +13 sh
42Cisco Sys Inc
COM
$722K6.1K
0.3%
+39%
Added · +2K sh
43Tesla Inc
COM
$716K1.7K
0.3%
−32%
Reduced · −799 sh
44Vanguard Index FDS
TOTAL STK MKT
$641K1.7K
0.3%
Held
45Alphabet Inc
CAP STK CL A
$639K1.8K
0.3%
+5.0%
Added · +86 sh
46Advanced Micro Devices Inc
COM
$618K1.1K
0.3%
−56%
Reduced · −1K sh
47Vanguard World FD
INF TECH ETF
$581K4.9K
0.3%
+700%
Added · +4K sh
48Schwab Strategic TR
US BRD MKT ETF
$560K19.3K
0.3%
+31%
Added · +5K sh
49Proshares TR
PSHS ULT S&P 500
$555K8.2K
0.3%
−27%
Reduced · −3K sh
50Bloom Energy Corp
COM CL A
$515K1.7K
0.2%
New
New position
Showing 50 of 72 positions
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Largest options & derivatives disclosed

Put / call positions from the 13F — totals include every disclosed option leg

Put notional (bearish)$1.2M
Call notional (bullish)$1.4M
TypeUnderlyingNotional valueUnderlying shares
PUT · bearishMETA PLATFORMS INC$563K1K
CALL · bullishINVESCO QQQ TR$442K600
PUT · bearishINVESCO QQQ TR$442K600
CALL · bullishBROADCOM INC$302K800
CALL · bullishTJX COS INC NEW$227K2K
CALL · bullishSTATE STR SPDR S&P 500 ETF T$224K300
PUT · bearishSTATE STR SPDR S&P 500 ETF T$224K300
CALL · bullishISHARES BITCOIN TRUST ETF$220K7K

13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 13, 202680$217.7M13F-HR
Q1 2026Mar 31, 2026May 7, 202665$173.9M13F-HR
Q4 2025Dec 31, 2025Feb 11, 202670$165.1M13F-HR
Q4 2024Dec 31, 2024Jun 4, 202551$100.7M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.