You're signed outSign in or to get full access.
Legacy CG, LLC
Legacy CG, LLC (LEGACY CONSULTING GROUP) is a registered investment advisory firm headquartered in Plano, Texas. Founded in 2001, the firm specializes in wealth management and investment advisory services for high net worth individuals, charitable organizations, pension plans, and corporations. As of June 2025, the firm manages approximately $336 million in assets out of its Texas office and employs 5 people. Legacy CG is recognized for its client-centered planning and investment solutions tailored to long-term financial growth.
Investment Strategy
Legacy CG, LLC employs a diversified investment strategy emphasizing discretionary management focused on public equities, ETFs, and fixed income holdings. The firm constructs portfolios based on risk-adjusted return analysis and often concentrates allocations in large-cap U.S. equities, specialty ETFs, and fixed-income vehicles. Their top holdings frequently include index products and sector-focused instruments, and their turnover is moderate, reflecting active portfolio oversight. Legacy CG serves a range of clients, especially high-net-worth individuals, charitable organizations, and pension plans, prioritizing tailored strategies to meet specific financial objectives.
Latest 13F Filing Activity
Legacy CG, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 43 equity positions with a total 13F market value of $355M. The fund increased holdings in John Hancock Exchange Traded, CVS Health Corp., Abbvie Inc. among other positions. Legacy CG, LLC reduced exposure to First TR Exchange Traded FD, Principal Exchange Traded FD, Intuitive Surgical Inc. among others.
Top Holdings
Equity Positions (43)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BBEU | J P MORGAN EXCHANGE TRADED F | 8.01% | $28.5M | 408,847 | $66.47 | $69.61 | +$2.3M |
U USMC | PRINCIPAL EXCHANGE TRADED FD | 5.93% | $21.0M | 308,690 | $49.15 | $68.17 | +$1.7M |
B BKGI | BNY MELLON ETF TRUST | 5.30% | $18.8M | 483,456 | $39.26 | $38.94 | +$1.1M |
H HELO | J P MORGAN EXCHANGE TRADED F | 4.59% | $16.3M | 250,903 | $61.34 | $65.00 | +$48.8K |
D DMBS | DOUBLELINE ETF TRUST | 4.57% | $16.2M | 326,953 | $48.05 | $49.68 | +$1.8M |
Industry Allocation
Ask Fintool AI Agent
Get instant answers from SEC filings, earnings calls & more