Legacy CG, LLC has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The report lists 48 separate positions held by the firm, which is headquartered at 5340 Legacy Drive, Ste 165 in Plano, Texas.
The filing details a portfolio that includes a mix of large-cap technology companies, energy firms, and exchange-traded funds (ETFs). Notable positions in the portfolio include AbbVie Inc. with 26,958 shares, Aflac Inc. with 2,304 shares, and Alphabet Inc. Class C with 24,837 shares. The firm also holds significant stakes in Amazon.com Inc. (41,371 shares), Apple Inc. (15,959 shares), and Berkshire Hathaway Inc. Class B (12,997 shares).
Other major holdings identified in the filing include Devon Energy Corp. (117,897 shares), Johnson Controls International (39,287 shares), Micron Technology Inc. (3,736 shares), and NVIDIA Corporation (39,001 shares). The portfolio also features several ETFs, such as the Angel Oak Funds Trust Income ETF (779,939 shares) and the Principal Exchange Traded Fund Principal U.S. Small (181,266 shares).
The report was signed by Steve Wachs, the Chief Compliance Officer of Legacy CG, LLC, and was filed on October 30, 2026.
