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| Happy Holidays!! thanks for using AUM13F!! |
| Legacy Capital Wealth Management LLC
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| CRD # | 332184 |
| SEC # | 801-130850 |
| CIK # | 0002071183 |
| AUM | $193.9 M (2025-04-01) |
| Employees | 3 (100% Investors, 33% Brokers) |
| Phone | 281-595-1996 |
| Address | 1725 Hughes Landing Blvd, The Woodlands, TX 77380 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002071183 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 3.5 | ||
| Royal Caribbean Cruises Ltd | 3.0 | ||
| Nvidia Corp | 2.5 | ||
| Amazon Com Inc | 2.4 | ||
| Broadcom Inc | 2.4 | ||
| Microsoft Corp | 2.2 | ||
| Sterling Construction Co Inc | 2.0 | ||
| Facebook Inc | 2.0 | ||
| McGraw-hill Companies Inc | 1.9 | ||
| Arista Networks Inc | 1.9 | ||
| Alphabet Inc | 1.9 | ||
| Salesforce Com Inc | 1.7 | ||
| Chevron Corp | 1.7 | ||
| Emcor Group Inc | 1.6 | ||
| TJX Companies Inc /DE/ | 1.5 | ||
| Costco Wholesale Corp /NEW | 1.5 | ||
| Denali Holding Inc | 1.5 | ||
| Parker Hannifin Corp | 1.5 | ||
| McKesson Corp | 1.5 | ||
| Western Gas Equity Partners LP | 1.5 | ||
| Tractor Supply Co /DE/ | 1.4 | ||
| O Reilly Automotive Inc | 1.4 | ||
| Tesla Motors Inc | 1.2 | ||
| Lilly Eli & Co | 1.2 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 99 | 10.3 |
| (b) Individuals (high net worth individuals) | 125 | 179.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 2.1 |
| (n) Other | 0 | 0.0 |
| Total | 741 | 193.9 |
| By Discretionary | ||
| Discretionary | 741 | 193.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 741 | 193.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 193.9 | |
| Total | 741 | 193.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002071183] |
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|---|---|---|
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Amore Ambro LLC
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0.2 | |
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Hartmann Taylor Wealth Management LLC
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TX | 0.2 |
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Avantra Family Wealth Inc
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PA | 0.2 |
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Boyce & Associates Wealth Consulting Inc
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TX | 0.2 |
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Riverglades Family Offices LLC
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FL | 0.2 |
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ORCA Wealth Management LLC
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FL | 0.2 |
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True Blue Financial LLC
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MI | 0.2 |
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The DALA Group LLC
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IL | 0.2 |
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Lovett Investment Consulting LLC
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0.2 | |
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Clark Monroe Blackman LLC
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0.2 |