Sign In
test

Steve Wachs

Legacy Cg, Llc

Assets Managed
$360.049M
Holdings
45
Last Quarter
2026 - Q1
Filed Date
17d ago
Growth Rate
0.79%(2Q avg: 0.7%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Cg, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 45 positions.

Assets under management

The assets under management (AUM) of Legacy Cg, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 360.049M in assets, with a quarterly growth rate of 0.79% and a 2-quarter average growth rate of 0.7%. The portfolio is managed by Steve Wachs, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
BBEU
Jpmorgan Betabuilders Europe
Recent Activity
Increased 2.4%
8.68%
$31.223M
431,203 shares@ $72.41 avg price
BKGI
Bny Mellon Glbl Infra Inc
Recent Activity
Decreased -1.44%
5.4%
$19.409M
435,775 shares@ $44.55 avg price
JPST
Jpmorgan Ultra-short Income
Recent Activity
Increased 22.98%
5.34%
$19.222M
379,800 shares@ $50.61 avg price
AOCT
In Equ D Pr Etf - 2 Y O 2026
Recent Activity
Increased 2.16%
4.95%
$17.788M
672,374 shares@ $26.46 avg price
HEGD
Swan Hedged Equity Us Lg Cap
Recent Activity
Increased 2.2%
4.72%
$16.962M
686,712 shares@ $24.7 avg price
DMBS
Doubleline Mortgage Etf
Recent Activity
Increased 1.09%
4.59%
$16.5M
334,150 shares@ $49.38 avg price
TJUL
Innov Eq Def Pro Etf-2yr0725
Recent Activity
New Position
4.51%
$16.207M
551,992 shares@ $29.37 avg price
FLCO
Franklin Investment Grade Co
Recent Activity
New Position
4.37%
$15.714M
733,605 shares@ $21.42 avg price
FLMI
Franklin Dynamic Municipal B
Recent Activity
Increased 25.59%
4.37%
$15.704M
633,482 shares@ $24.8 avg price
FEGE
First Eagle Gl Equity Etf
Recent Activity
New Position
3.74%
$13.453M
286,244 shares@ $47.0 avg price

1-10 of 45