Legacy Capital Group California, Inc.
All 13F Filings
- Location
- Los Gatos, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 412,708
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/28/2026 | 336 | 412,708 | 13F-HR | Legacy Capital Group California, Inc. |
| Q3 2025 | 11/12/2025 | 328 | 392,551 | 13F-HR | Legacy Capital Group California, Inc. |
| Q2 2025 | 7/14/2025 | 327 | 360,956 | 13F-HR | Legacy Capital Group California, Inc. |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 377.7 K | 91.5% | 15.66 K | 0 | 15.66 K |
| ETFs | 35.03 K | 8.5% | 4.484 K | 0 | 4.484 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/28/2026
Total value ($000)
412,708
Holdings
336
QoQ value change ($000)
20,157
(5.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.