Legacy Cg, LLC Portfolio Holdings

Legacy Cg, LLC

$262 Million
Q4 2025

Legacy Cg, LLC has filed its 13F form on January 26, 2026 for Q4 2025 where it was disclosed a total value porftolio of $262 Million distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Trust Betabuilde with a value of $29.9M, Principal ETF U S Mega Cap with a value of $20.1M, Listed Fds Tr Swan Hedged Equi with a value of $16.9M, Jp Morgan ETF Tr Ultra Short I with a value of $15.6M, and Franklin Dynamic Municipal Bon with a value of $12.5M.

Examining the 13F form we can see an increase of $19.5M in the current position value, from $242M to 262M.

Legacy Cg, LLC is based out at Plano, TX

Below you can find more details about Legacy Cg, LLC portfolio as well as his latest detailed transactions.

Portfolio value $262 Million

ETFs: $109 Million

Technology: $44.1 Million

Financial Services: $20.3 Million

Consumer Cyclical: $16.3 Million

Communication Services: $13.3 Million

Healthcare: $12.7 Million

Consumer Defensive: $9.63 Million

Real Estate: $6.2 Million

Other: $16.8 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 46
Current Value $262 Million
Prior Value $242 Million
Filing
Period Q4 2025
Filing Date January 26, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 4 stocks
Additional Purchases 16 stocks
Sold out of 0 stocks
Reduced holdings in 24 stocks

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