13F filer

Legacy Capital Group California

As of Jun 30, 2026 Filed Jul 29, 2026 CIK 1977092 SEC filings ↗

13F Value

$331.8M

Positions

299

Top Position

AAPL10.1%

Top 5

19.1%

Latest filing changes

vs Mar 31, 2026

1 JPST JPMorgan Ultra-Short Income ETF +609.6%+$9.9M

2 CAT Caterpillar +122.9%+$1.5M

3 GEV GE Vernova +299.2%+$1.4M

4 NVDA NVIDIA +39.6%+$1.2M

5 BNY Bank of New York Mellon +170.4%+$1.2M

Holdings299

#
1	AAPL Apple	10.1%	$33.6M	-0.3%	116.0K	11.2%	Common Stock
2	JPST JPMorgan Ultra-Short Income ETF	3.5%	$11.6M	+609.6%	228.8K	0.6%	ETF
3	BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF	2.4%	$7.8M	-7.8%	85.5K	3.2%	ETF
4	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.6%	$5.2M	-7.1%	59.1K	1.9%	ETF
5	SPTM State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF	1.6%	$5.2M	-7.3%	57.0K	1.8%	ETF
6	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 13,572 reported quantity $4,850,286 reported value	1.5%	$4.9M	+33.3%	13.6K	1.1%	Common Stock
7	LDUR PIMCO Enhanced Low Duration Active Exchange-Traded Fund	1.4%	$4.5M	+8.0%	47.0K	1.6%	ETF
8	VFLO VictoryShares Free Cash Flow ETF	1.3%	$4.4M	-10.1%	97.2K	1.6%	ETF
9	NVDA NVIDIA	1.3%	$4.4M	+39.6%	21.9K	1.0%	Common Stock
10	PYLD PIMCO Multisector Bond Active Exchange-Traded Fund	1.3%	$4.2M	+7.7%	157.1K	1.5%	ETF
11	IBRX Immunitybio	1.2%	$3.9M	NEW	446.0K	—	Common Stock
12	TMSL T. Rowe Price Small-Mid Cap ETF	1.1%	$3.7M	-4.2%	84.1K	1.2%	ETF
13	EEM iShares MSCI Emerging Markets ETF	1.0%	$3.3M	+47.8%	47.5K	0.7%	ETF
14	TSM Taiwan Semiconductor Manufacturing	0.9%	$3.1M	+4.9%	6.6K	0.8%	ADR
15	ROE Astoria US Equal Weight Quality Kings ETF	0.8%	$2.7M	-12.9%	64.3K	1.0%	ETF
16	CAT Caterpillar	0.8%	$2.7M	+122.9%	2.5K	0.3%	Common Stock
17	MRK Merck	0.8%	$2.5M	+84.3%	19.7K	0.5%	Common Stock
18	GS Goldman Sachs Group	0.8%	$2.5M	+95.1%	2.5K	0.4%	Common Stock
19	MSFT Microsoft	0.8%	$2.5M	-2.0%	6.7K	1.0%	Common Stock
20	CAH Cardinal Health	0.7%	$2.4M	+2.9%	10.1K	0.8%	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing34

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.