Legacy Capital Wealth Management, Llc

13F Filings History

Latest 13F report
Q4 2024 - Jun 4, 2025
Value $
$101M
Signature - Title
Crystal Prachyl - COO
Location
The Woodlands, TX
Summary
This page shows a list of all the recent 13F filings made by Legacy Capital Wealth Management, Llc. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Capital Wealth Management, Llc reported 51 stock holdings with total value $101M as of Q4 2024. Top holdings included SPY, QQQM, JAAA, COWZ, and CGGO.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 51 $101M $0 $0 SPY, QQQM, JAAA, COWZ, CGGO 13F-HR 6/4/2025, 03:58 PM