# EDGAR Filing Document

**Accession Number:** 0001904825
**File Stem:** 0001904825-26-000001
**Filing Date:** 2026-1
**Character Count:** 8457
**Document Hash:** 907b748c7d1455f82ff81e6ffb1d3e7f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001904825-26-000001.hdr.sgml**: 20260126

**ACCESSION NUMBER**: 0001904825-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260126

**DATE AS OF CHANGE**: 20260126

**EFFECTIVENESS DATE**: 20260126

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Legacy CG, LLC
- **CENTRAL INDEX KEY:** 0001904825

**ORGANIZATION NAME:**
- **EIN:** 752799286

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22450
- **FILM NUMBER:** 26561098

**BUSINESS ADDRESS:**
- **STREET 1:** 5340 LEGACY DRIVE, STE 165
- **CITY:** PLANO
- **STATE:** TX
- **ZIP:** 75024
- **BUSINESS PHONE:** 972-599-4750

**MAIL ADDRESS:**
- **STREET 1:** 5340 LEGACY DRIVE, STE 165
- **CITY:** PLANO
- **STATE:** TX
- **ZIP:** 75024

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Legacy CG LLC<br>**Address:** 5340 LEGACY DRIVE STE 165<br>PLANO, TX 75024

**Form 13F File Number:** 028-22450

**CRD Number (if applicable):** 000108541

**SEC File Number (if applicable):** 801-57457

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Steve Wachs<br>**Title:** CCO<br>**Phone:** 972-599-4750

**Signature, Place, and Date of Signing:**

/s/Steve Wachs  Plano, TX  01-26-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 46

**Form 13F Information Table Value Total:** $357244152

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 6317063 | 27647 | SH |  | SOLE |  | 564 | 0 | 27083 |
| AFLAC INC | COM | 001055102 |  | 254062 | 2304 | SH |  | SOLE |  | 0 | 0 | 2304 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 9684809 | 30863 | SH |  | SOLE |  | 576 | 0 | 30287 |
| AMAZON COM INC | COM | 023135106 |  | 11094132 | 48064 | SH |  | SOLE |  | 660 | 0 | 47404 |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 |  | 6007868 | 78004 | SH |  | SOLE |  | 1975 | 0 | 76029 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 025072307 |  | 2657093 | 23202 | SH |  | SOLE |  | 0 | 0 | 23202 |
| ANGEL OAK FUNDS TRUST | INCOME ETF | 03463K760 |  | 7442659 | 357382 | SH |  | SOLE |  | 0 | 0 | 357382 |
| APPLE INC | COM | 037833100 |  | 5357545 | 19707 | SH |  | SOLE |  | 314 | 0 | 19393 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 8385710 | 16683 | SH |  | SOLE |  | 257 | 0 | 16426 |
| BNY MELLON ETF TRUST | GLOBAL INFRASCTR | 09661T826 |  | 17836170 | 442146 | SH |  | SOLE |  | 7715 | 0 | 434431 |
| BONDBLOXX ETF TRUST | BLOOMBERG ONE YR | 09789C861 |  | 4176940 | 84323 | SH |  | SOLE |  | 0 | 0 | 84323 |
| BONDBLOXX ETF TRUST | BLOOMBERG TWO YR | 09789C853 |  | 10868608 | 219701 | SH |  | SOLE |  | 3194 | 0 | 216507 |
| BROADCOM INC | COM | 11135F101 |  | 7431805 | 21473 | SH |  | SOLE |  | 413 | 0 | 21060 |
| CVS HEALTH CORP | COM | 126650100 |  | 6256108 | 78832 | SH |  | SOLE |  | 1668 | 0 | 77164 |
| DEVON ENERGY CORP NEW | COM | 25179M103 |  | 4391461 | 119887 | SH |  | SOLE |  | 2075 | 0 | 117812 |
| DOUBLELINE ETF TRUST | MORTGAGE ETF | 25861R402 |  | 16414056 | 330562 | SH |  | SOLE |  | 2552 | 0 | 328010 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 35473P868 |  | 12545099 | 504427 | SH |  | SOLE |  | 0 | 0 | 504427 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 5376171 | 18716 | SH |  | SOLE |  | 360 | 0 | 18356 |
| INNOVATOR ETFS TRUST | EQUITY DEF PRO 2 | 45784N601 |  | 17488283 | 658204 | SH |  | SOLE |  | 8610 | 0 | 649594 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45784N106 |  | 7277438 | 271749 | SH |  | SOLE |  | 0 | 0 | 271749 |
| INNOVATOR ETFS TRUST | EQUITY DEFINED P | 45783Y111 |  | 7512626 | 281218 | SH |  | SOLE |  | 7560 | 0 | 273658 |
| INVESCO EXCH TRD SLF IDX FD | BULETSHS 2031 CP | 46138J429 |  | 4001992 | 239712 | SH |  | SOLE |  | 0 | 0 | 239712 |
| INVESCO EXCH TRD SLF IDX FD | BULLETSHS 2032 | 46139W858 |  | 4003032 | 191762 | SH |  | SOLE |  | 0 | 0 | 191762 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO 30 CORP | 46138J460 |  | 4000802 | 236454 | SH |  | SOLE |  | 0 | 0 | 236454 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS EUR | 46641Q191 |  | 30868829 | 421130 | SH |  | SOLE |  | 7805 | 0 | 413325 |
| J P MORGAN EXCHANGE TRADED F | HEDGED EQUITY LA | 46654Q724 |  | 326171 | 4910 | SH |  | SOLE |  | 0 | 0 | 4910 |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 |  | 15624367 | 308843 | SH |  | SOLE |  | 0 | 0 | 308843 |
| JOHN HANCOCK EXCHANGE TRADED | CORPORATE BD | 47804J818 |  | 9606904 | 446625 | SH |  | SOLE |  | 5730 | 0 | 440895 |
| JOHNSON CTLS INTL PLC | SHS | G51502105 |  | 4261783 | 35589 | SH |  | SOLE |  | 661 | 0 | 34928 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 6039692 | 18744 | SH |  | SOLE |  | 382 | 0 | 18362 |
| LISTED FDS TR | SWAN HEDGED EQTY | 53656F599 |  | 16940364 | 671970 | SH |  | SOLE |  | 10040 | 0 | 661930 |
| META PLATFORMS INC | CL A | 30303M102 |  | 4891267 | 7410 | SH |  | SOLE |  | 164 | 0 | 7246 |
| MICROSOFT CORP | COM | 594918104 |  | 7268325 | 15029 | SH |  | SOLE |  | 255 | 0 | 14774 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 5390246 | 14062 | SH |  | SOLE |  | 293 | 0 | 13769 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 4049805 | 50446 | SH |  | SOLE |  | 910 | 0 | 49536 |
| NUCOR CORP | COM | 670346105 |  | 4417508 | 27083 | SH |  | SOLE |  | 520 | 0 | 26563 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 7490586 | 40164 | SH |  | SOLE |  | 705 | 0 | 39459 |
| ORACLE CORP | COM | 68389X105 |  | 5694296 | 29215 | SH |  | SOLE |  | 538 | 0 | 28677 |
| PEPSICO INC | COM | 713448108 |  | 3618139 | 25210 | SH |  | SOLE |  | 452 | 0 | 24758 |
| PRINCIPAL EXCHANGE TRADED FD | US MEGA CP ETF | 74255Y870 |  | 20274548 | 296195 | SH |  | SOLE |  | 4358 | 0 | 291837 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A375 |  | 310308 | 9178 | SH |  | SOLE |  | 0 | 0 | 9178 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 4106745 | 50260 | SH |  | SOLE |  | 1065 | 0 | 49195 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 585717 | 1747 | SH |  | SOLE |  | 0 | 0 | 1747 |
| VISA INC | COM CL A | 92826C839 |  | 6371699 | 18168 | SH |  | SOLE |  | 312 | 0 | 17856 |
| WALMART INC | COM | 931142103 |  | 6392483 | 57378 | SH |  | SOLE |  | 1084 | 0 | 56294 |
| WELLTOWER INC | COM | 95040Q104 |  | 5932838 | 31964 | SH |  | SOLE |  | 580 | 0 | 31384 |

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