Legacy CG
$397M 13F equity value
56 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Legacy CG covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 611,325 | $31M | 7.8% |
| BBEU | J P MORGAN EXCHANGE TRADED F | 398,845 | $30M | 7.6% |
| HEGD | LISTED FDS TR | 782,331 | $21M | 5.3% |
| BKGI | BNY MELLON ETF TRUST | 450,607 | $19M | 4.8% |
| AAPR | INNOVATOR ETFS TRUST | 598,870 | $18M | 4.5% |
| AJUL | INNOVATOR ETFS TRUST | 554,435 | $17M | 4.2% |
| CARY | ANGEL OAK FUNDS TRUST | 779,939 | $16M | 4.0% |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 594,683 | $15M | 3.9% |
| VCSH | VANGUARD SCOTTSDALE FDS | 166,217 | $13M | 3.2% |
| VPL | VANGUARD INTL EQUITY INDEX F | 110,006 | $13M | 3.2% |
Track Legacy CG's 13F portfolio: $397M in reported holdings, 56 positions. Top holdings and quarterly changes on SentiSense.
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