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Lindsay Marie Rider

Legacy Capital Wealth Management, Llc

Assets Managed
$173.851M
Holdings
65
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
5.29%(2Q avg: 34.62%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Capital Wealth Management, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 65 positions.

Assets under management

The assets under management (AUM) of Legacy Capital Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 173.851M in assets, with a quarterly growth rate of 5.29% and a 2-quarter average growth rate of 34.62%. The portfolio is managed by Lindsay Marie Rider, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SPMO
Invesco S&p 500 Momentum Etf
Recent Activity
Increased 3.88%
8.99%
$15.62M
139,331 shares@ $112.12 avg price
JAAA
Janus Henderson Aaa Clo Etf
Recent Activity
Decreased -13.8%
5.72%
$9.935M
197,232 shares@ $50.38 avg price
SCIO
Ft Struct Credit Inc Opp Etf
Recent Activity
Increased 44.57%
5.48%
$9.517M
461,107 shares@ $20.64 avg price
UDEC
Innovator U.s. Equity Ultra
Recent Activity
Increased 4.6%
5.04%
$8.76M
225,553 shares@ $38.85 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 13.69%
4.34%
$7.536M
43,210 shares@ $174.4 avg price
CGDV
Cap Group Dividend Value
Recent Activity
Increased 2.69%
4.16%
$7.227M
169,881 shares@ $42.55 avg price
GRNY
Fndstrt Grnny Shots Us Lrg
Recent Activity
Increased 4.15%
2.87%
$4.974M
208,368 shares@ $23.87 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -2.03%
2.78%
$4.827M
7,423 shares@ $650.35 avg price
AAPL
Apple Inc
Recent Activity
Increased 33.06%
2.7%
$4.677M
18,428 shares@ $253.79 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 33.94%
2.47%
$4.288M
20,589 shares@ $208.27 avg price

1-10 of 65