Legacy Capital Group California, Inc. has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing reports the firm held positions in 319 distinct companies during the third quarter of that year.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and energy. Major holdings include Apple Inc., with 132,277 shares; Amazon.com Inc., with 8,989 shares; and Microsoft Corporation, with 5,825 shares. The filing also lists significant positions in Alphabet Inc. Class A and C shares, totaling 17,818 shares, and Visa Inc. Class A shares, held at 3,876.
Healthcare and financial services companies are represented among the top positions. Johnson & Johnson is listed with 5,895 shares, while Merck & Co. Inc. holds 19,353 shares. In the financial sector, JPMorgan Chase & Co. is disclosed with 6,504 shares, and Berkshire Hathaway Inc. Class B is held at 1,730 shares.
The filing also includes a substantial number of exchange-traded funds (ETFs) and other investment products. The portfolio lists shares in the iShares Core S&P 500 ETF, iShares MSCI Emerging Markets ETF, and the Invesco S&P 500 Equal Weight ETF. Additionally, the firm holds shares in various bond-focused ETFs, such as the iShares 3-7 Year Treasury Bond ETF and the iShares Core U.S. Aggregate Bond ETF.
The filing was signed by Lonny Elfenbein, the Chief Compliance Officer for Legacy Capital Group California, Inc., located in Los Gatos, California.
