Legacy Capital Group California, Inc. ETF holdings
Los Gatos, CA
Reported $94.2M in 64 ETFs in its Form 13F for June 30, 2026.
ETF value
$94.2M
ETFs held
64
Change from prior quarter
+22.3%
With price moves
ETFs as a share of its 13F
28.4%
of $331.5M
Top 10 of 64 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| JPST | JPMorgan Ultra-Short Income ETF | $11.6M | 228,759 | +196,523 shares |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $7.8M | 85,499 | −7,280 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $5.2M | 59,104 | −4,511 shares |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $5.2M | 56,993 | −4,462 shares |
| LDUR | PIMCO Enhanced Low Duration Active Exchange-Traded Fund | $4.5M | 46,974 | +3,481 shares |
| VFLO | Victoryshares Free Cash Flow ETF | $4.4M | 97,216 | −10,866 shares |
| PYLD | PIMCO Multisector Bond Active Exchange-Traded Fund | $4.2M | 157,121 | +11,237 shares |
| TMSL | T. Rowe Price Small-Mid Cap ETF | $3.7M | 84,145 | −3,666 shares |
| EEM | iShares MSCI Emerging Markets ETF | $3.3M | 47,529 | +15,378 shares |
| ROE | Astoria US Equal Weight Quality Kings ETF | $2.7M | 64,325 | −9,552 shares |
54 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001977092. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Capital Group California, Inc. own?
Legacy Capital Group California, Inc. reported 64 ETF positions worth $94.2M in its Form 13F for June 30, 2026. The largest was JPST, at $11.6M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.