LEGACY CAPITAL WEALTH MANAGEMENT, LLC
•CIK: 2071183•Filing: Q4 2025
**LEGACY CAPITAL WEALTH MANAGEMENT, LLC** manages $165M across a diversified portfolio of 65 positions. The firm maintains significant exposure to technology and market indices, highlighted by a $16.0M holding in SPMO and a $5.2M position in SPY. Notable allocations also include substantial investments in JAAA ($11.6M), UDEC ($8.5M), and NVDA ($7.1M). This structure suggests a tactical approach balancing concentrated growth bets with broader market exposure.
Total AUM
$165.1M
QoQ Performance
N/A
Positions
61
Top 10 Concentration
46.1%
Latest Filing
Q4 2025
Top Holdings Allocation
SPMO
JAAA
UDEC
SPMO9.7%
JAAA7.0%
UDEC5.2%
CGDV4.4%
NVDA4.3%
SCIO4.0%
SPY3.1%
GRNY3.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other68.6%
Technology17.4%
Consumer6.6%
ETF3.1%
Healthcare2.0%
Financial1.7%
Energy0.5%
🚪 Exited Positionssold since Q1 2025
+4 more exited positions
Changes from Q1 2025
NEW23 new positions
↑31 increased
↓10 decreased
Historical Filings
Q4 2025Q1 2025