Legacy Cg, LLC Portfolio Holdings

Legacy Cg, LLC

  • $242 Million
  • Q3 2025

Legacy Cg, LLC has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $242 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 $28.5M, Principal ETF U S Mega Cap with a value of $21M, Jp Morgan ETF Tr Ultra Short I with a value of $12.8M, Franklin Dynamic Municipal Bon with a value of $11.4M, and Amazon Com Inc with a value of $11M.

Examining the 13F form we can see an increase of $6.42M in the current position value, from $236M to 242M.

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 $242 Million
ETFs: $81.4 Million
Technology: $50 Million
Financial Services: $22.1 Million
Consumer Cyclical: $16.2 Million
Communication Services: $15.1 Million
Healthcare: $12.6 Million
Consumer Defensive: $10.8 Million
Industrials: $7.38 Million
Other: $14.1 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 46
  • Current Value $242 Million
  • Prior Value $236 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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