Legacy Capital Wealth Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1766228
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$521.4M
Holdings
377
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Legacy Capital Wealth Partners, LLC disclosed 377 positions worth $521.4M in its Form 13F-HR for Q2 2026, led by $WMT (Walmart Inc.) at 11.7% of the equity portfolio, followed by $JBHT and $DHI. During the quarter the fund opened 42 new positions and exited 51. The portfolio is most concentrated in Other (36.6% of disclosed assets). All figures are sourced directly from Legacy Capital Wealth Partners, LLC’s Form 13F-HR filing with the SEC under CIK 1766228.
AI Fund Analysis
Stable
$WMT11.7% weight
Held 10 quarters
$JBHT6.5% weight
Held 9 quarters
FIRST TR EXCHANGE TRADED F
2.4% weight
Held 9 quarters
$TSLA1.9% weight
Held 10 quarters
$IVZ1.8% weight
Held 9 quarters
$GOOG8 quarters accumulating
PIMCO ETF TR - ULTR SH GO
8 quarters accumulating
$HOMB8 quarters accumulating
$KLAC7 quarters accumulating
$HIG7 quarters accumulating
Sector Allocation
OtherConsumer DiscretionaryIndustrialsTechnologyFinancialsEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- 60.2#874
Quality
$60.9M537,285 sh - 60.2#876
Quality
$33.9M117,156 sh - 53.6#1,379
Quality
$16.4M100,839 sh FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV
—Quality
$12.5M161,249 sh- 53.9
Quality
$10.0M23,711 sh - —
Quality
$9.3M79,115 sh FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT
—Quality
$9.0M150,577 shISHARES TR - CORE S&P500 ETF
—Quality
$9.0M11,979 sh- 85.9
Quality
$8.3M41,381 sh - —
Quality
$7.5M58,527 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Walmart Inc.$WMT | 60.2#874 | $60.9M | 537,285 |
| HUNT J B TRANSPORT SERVICES INC$JBHT | 60.2#876 | $33.9M | 117,156 |
 HORTON D R INC /DE/$DHI | 53.6#1,379 | $16.4M | 100,839 |
| FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $12.5M | 161,249 |
| Tesla, Inc.$TSLA | 53.9 | $10.0M | 23,711 |
| Invesco Ltd.$IVZ | — | $9.3M | 79,115 |
| FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | — | $9.0M | 150,577 |
| ISHARES TR - CORE S&P500 ETF | — | $9.0M | 11,979 |
 NVIDIA CORP$NVDA | 85.9 | $8.3M | 41,381 |
| Invesco Ltd.$IVZ | — | $7.5M | 58,527 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Legacy Capital Wealth Partners, LLC's 377 positions.
Showing top 10 of 377 holdings.
Sector Allocation
Other
$191.0M
Consumer Discretionary
$83.5M
Industrials
$77.6M
Technology
$69.1M
Financials
$47.7M
Energy
$13.1M
Healthcare
$12.9M
Consumer Staples
$8.7M
Top Holdings — Legacy Capital Wealth Partners, LLC (Q2 2026)
Top 150 of 377 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $WMT | Walmart Inc. | $60.9M | 11.7% | +9% | 60.2 |
| 2 | $JBHT | HUNT J B TRANSPORT SERVICES INC | $33.9M | 6.5% | +10% | 60.2 |
| 3 | $DHI | HORTON D R INC /DE/ | $16.4M | 3.1% | -7% | 53.6 |
| 4 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $12.5M | 2.4% | -1% | — |
| 5 | $TSLA | Tesla, Inc. | $10.0M | 1.9% | -9% | 53.9 |
| 6 | $IVZ | Invesco Ltd. | $9.3M | 1.8% | +1% | — |
| 7 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $9.0M | 1.7% | +2% | — |
| 8 | — | ISHARES TR - CORE S&P500 ETF | $9.0M | 1.7% | -1% | — |
| 9 | $NVDA | NVIDIA CORP | $8.3M | 1.6% | +5% | 85.9 |
| 10 | $IVZ | Invesco Ltd. | $7.5M | 1.4% | -0% | — |
| 11 |  $AAPL | Apple Inc. | $7.4M | 1.4% | +2% | 76.4 |
| 12 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $7.2M | 1.4% | -6% | — |
| 13 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $6.7M | 1.3% | NEW | — |
| 14 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $6.7M | 1.3% | +2% | — |
| 15 |  $INTC | INTEL CORP | $6.2M | 1.2% | -10% | 45.6 |
| 16 |  $GAP | GAP INC | $5.7M | 1.1% | +0% | 58.1 |
| 17 |  $EOG | EOG RESOURCES INC | $5.2M | 1.0% | +0% | 71.9 |
| 18 |  $SPY | SPDR S&P 500 ETF TRUST | $5.0M | 1.0% | -75% | — |
| 19 | $GOOG | Alphabet Inc. | $4.9M | 0.9% | +21% | 78.2 |
| 20 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $4.7M | 0.9% | +10% | — |
| 21 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST INTER EQ | $4.6M | 0.9% | +2% | — |
| 22 |  $MSFT | MICROSOFT CORP | $4.0M | 0.8% | +7% | 79.8 |
| 23 |  $AMZN | AMAZON COM INC | $4.0M | 0.8% | -7% | 68.7 |
| 24 |  $META | Meta Platforms, Inc. | $3.5M | 0.7% | -0% | 79.6 |
| 25 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETF | $3.3M | 0.6% | +0% | — |
| 26 |  $OZK | Bank OZK | $3.2M | 0.6% | +0% | — |
| 27 |  $LRCX | LAM RESEARCH CORP | $3.2M | 0.6% | -13% | 79.4 |
| 28 | — | GMO ETF TRUST - GMO US VALUE | $3.1M | 0.6% | +3% | — |
| 29 | — | DIMENSIONAL ETF TRUST - US CORE EQT MKT | $3.1M | 0.6% | -9% | — |
| 30 |  $GLDM | World Gold Trust | $3.1M | 0.6% | +0% | — |
| 31 |  $SYM | Symbotic Inc. | $2.9M | 0.6% | +21% | 67.8 |
| 32 | — | PIMCO ETF TR - ULTR SH GO AC FD | $2.7M | 0.5% | +0% | — |
| 33 |  $BAH | Booz Allen Hamilton Holding Corp | $2.7M | 0.5% | +10% | 58 |
| 34 | $KLAC | KLA CORP | $2.7M | 0.5% | +972% | 78.6 |
| 35 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | $2.7M | 0.5% | +0% | — |
| 36 | — | ISHARES TR - PFD AND INCM SEC | $2.6M | 0.5% | +6% | — |
| 37 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $2.6M | 0.5% | +29% | — |
| 38 | — | DIMENSIONAL ETF TRUST - INTL CORE EQT MK | $2.4M | 0.5% | -3% | — |
| 39 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $2.4M | 0.5% | +2% | — |
| 40 |  $AVGO | Broadcom Inc. | $2.4M | 0.5% | +2% | 84.5 |
| 41 | — | ISHARES TR - CORE 30 70 ETF | $2.3M | 0.4% | +0% | — |
| 42 |  $MU | MICRON TECHNOLOGY INC | $2.3M | 0.4% | +1% | 86.2 |
| 43 |  $V | VISA INC. | $2.2M | 0.4% | +2% | 82.9 |
| 44 | — | ETF SER SOLUTIONS - APTUS COLLRD INV | $2.2M | 0.4% | +1% | — |
| 45 | — | GLOBAL X FDS - GLB X MLP ENRG I | $2.2M | 0.4% | +1% | — |
| 46 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $2.1M | 0.4% | +17% | — |
| 47 |  $GOOGL | Alphabet Inc. | $2.1M | 0.4% | +4% | 78.2 |
| 48 | — | ISHARES TR - MSCI EAFE ETF | $2.1M | 0.4% | +14% | — |
| 49 |  $AMAT | APPLIED MATERIALS INC /DE | $2.0M | 0.4% | -15% | 72.3 |
| 50 |  $JPM | JPMORGAN CHASE & CO | $2.0M | 0.4% | -0% | 70.7 |
| 51 |  $TRIN | Trinity Capital Inc. | $1.9M | 0.4% | +2% | — |
| 52 | — | ISHARES TR - RUS 1000 GRW ETF | $1.9M | 0.4% | +456% | — |
| 53 | — | FIRST TR EXCH TRADED FD III - LNG/SHT EQUITY | $1.8M | 0.3% | +2% | — |
| 54 |  $XOM.R34088 | EXXON MOBIL CORP | $1.8M | 0.3% | +7% | 57.9 |
| 55 |  $CSWC | CAPITAL SOUTHWEST CORP | $1.8M | 0.3% | +5% | — |
| 56 | — | FIRST TR EXCHANGE-TRADED FD - WCM INTL EQUITY | $1.8M | 0.3% | +14% | — |
| 57 |  $GAIN | GLADSTONE INVESTMENT CORPORATIONDE | $1.8M | 0.3% | -4% | — |
| 58 |  $ANET | Arista Networks, Inc. | $1.8M | 0.3% | +20% | 81.9 |
| 59 |  $PM | Philip Morris International Inc. | $1.7M | 0.3% | -6% | 75.9 |
| 60 | — | DIMENSIONAL ETF TRUST - US TARGETED VLU | $1.7M | 0.3% | -2% | — |
| 61 |  $GLAD | GLADSTONE CAPITAL CORP | $1.7M | 0.3% | +31% | — |
| 62 |  $OBDC | Blue Owl Capital Corp | $1.7M | 0.3% | +40% | — |
| 63 |  $MAIN | Main Street Capital CORP | $1.7M | 0.3% | +15% | — |
| 64 |  $HCXY | Hercules Capital, Inc. | $1.7M | 0.3% | +10% | — |
| 65 | — | TIDAL TRUST I - FOLI AL RATE ETF | $1.7M | 0.3% | NEW | — |
| 66 |  $MSDL | Morgan Stanley Direct Lending Fund | $1.7M | 0.3% | +29% | — |
| 67 |  $ARCC | ARES CAPITAL CORP | $1.7M | 0.3% | +7% | — |
| 68 |  $FDUS | FIDUS INVESTMENT Corp | $1.6M | 0.3% | +8% | — |
| 69 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | $1.6M | 0.3% | +4% | — |
| 70 |  $TXN | TEXAS INSTRUMENTS INC | $1.6M | 0.3% | -13% | 73.4 |
| 71 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $1.6M | 0.3% | +4% | — |
| 72 |  $TSLX | Sixth Street Specialty Lending, Inc. | $1.6M | 0.3% | +21% | — |
| 73 | — | ISHARES TR - RUS 1000 VAL ETF | $1.5M | 0.3% | +69% | — |
| 74 |  $GBDC | GOLUB CAPITAL BDC, Inc. | $1.5M | 0.3% | -1% | — |
| 75 | — | SPDR SERIES TRUST - ST STR CONV ETF | $1.5M | 0.3% | +2% | — |
| 76 |  $BRK.B | BERKSHIRE HATHAWAY INC | $1.5M | 0.3% | +15% | 73.8 |
| 77 |  $CVX | CHEVRON CORP | $1.5M | 0.3% | -9% | 62.8 |
| 78 |  $VZ | VERIZON COMMUNICATIONS INC | $1.5M | 0.3% | +0% | 65.8 |
| 79 |  $HD | HOME DEPOT, INC. | $1.4M | 0.3% | +3% | 60.3 |
| 80 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL | $1.4M | 0.3% | +2% | — |
| 81 |  $TJX | TJX COMPANIES INC /DE/ | $1.4M | 0.3% | +2% | 68.7 |
| 82 |  $ASML | ASML HOLDING NV | $1.4M | 0.3% | +17% | — |
| 83 | — | FIRST TR EXCHNG TRADED FD VI - SMIT UNCO BD ETF | $1.4M | 0.3% | +3% | — |
| 84 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | $1.3M | 0.3% | +3% | — |
| 85 | — | FIRST TR EXCHANGE-TRADED FD - CAP STRENGTH ETF | $1.3M | 0.3% | -0% | — |
| 86 | — | BNY MELLON ETF TRUST II - DYNAMIC VALUE | $1.3M | 0.3% | +28% | — |
| 87 |  $GWW | W.W. GRAINGER, INC. | $1.3M | 0.3% | -9% | 61.8 |
| 88 | — | ISHARES TR - CORE MSCI EAFE | $1.3M | 0.3% | +1% | — |
| 89 |  $MA | Mastercard Inc | $1.3M | 0.2% | +2% | 85.1 |
| 90 |  $UNP | UNION PACIFIC CORP | $1.2M | 0.2% | +0% | 69.7 |
| 91 |  $GLD | SPDR GOLD TRUST | $1.2M | 0.2% | +2% | — |
| 92 | — | T ROWE PRICE EXCHANGE-TRADED - PRICE BLUE CHIP | $1.2M | 0.2% | +0% | — |
| 93 | — | FIRST TR EXCHANGE-TRADED FD - SENIOR LN FD | $1.2M | 0.2% | +4% | — |
| 94 |  $PG | PROCTER & GAMBLE Co | $1.1M | 0.2% | +13% | 64.6 |
| 95 |  $IBIT | iShares Bitcoin Trust ETF | $1.1M | 0.2% | +0% | — |
| 96 |  $NFLX | NETFLIX INC | $1.1M | 0.2% | +5% | 78.8 |
| 97 |  $ORLY | O REILLY AUTOMOTIVE INC | $1.1M | 0.2% | +2% | 67.4 |
| 98 |  $PH | Parker-Hannifin Corp | $1.1M | 0.2% | +6% | 65.8 |
| 99 |  $LLY | ELI LILLY & Co | $1.1M | 0.2% | +7% | 87.5 |
| 100 | — | DIMENSIONAL ETF TRUST - EMERGING MKTS CO | $1.0M | 0.2% | -5% | — |
| 101 |  $APH | AMPHENOL CORP /DE/ | $1.0M | 0.2% | +17% | 79.3 |
| 102 |  $MCK | MCKESSON CORP | $1.0M | 0.2% | +5% | 63.4 |
| 103 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $1.0M | 0.2% | +1% | — |
| 104 | — | PIMCO ETF TR - ENHNCD LW DUR AC | $990,505 | 0.2% | -38% | — |
| 105 |  $USB | US BANCORP \DE\ | $990,359 | 0.2% | -31% | 65.3 |
| 106 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $987,499 | 0.2% | +5% | 75.4 |
| 107 |  $UL | UNILEVER PLC | $986,394 | 0.2% | -0% | — |
| 108 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $986,046 | 0.2% | -12% | 66.2 |
| 109 | $HIG | HARTFORD INSURANCE GROUP, INC. | $981,934 | 0.2% | +4% | 71.6 |
| 110 | — | AMERICAN CENTY ETF TR - AVAN US VALU ETF | $964,174 | 0.2% | -0% | — |
| 111 | — | DIMENSIONAL ETF TRUST - WORLD EQUITY ETF | $956,763 | 0.2% | +23% | — |
| 112 |  $PWR | QUANTA SERVICES, INC. | $929,774 | 0.2% | -20% | 72.1 |
| 113 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $927,234 | 0.2% | -0% | 73.7 |
| 114 |  $ICLR | ICON PLC | $910,414 | 0.2% | -18% | — |
| 115 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $908,265 | 0.2% | -8% | — |
| 116 |  $ABBV | AbbVie Inc. | $904,251 | 0.2% | -8% | 72.6 |
| 117 |  $TPL | Texas Pacific Land Corp | $902,793 | 0.2% | -2% | 73 |
| 118 | — | AB ACTIVE ETFS INC - TAX AW INTER ETF | $891,430 | 0.2% | -20% | — |
| 119 | — | ISHARES TR - RUSSELL 3000 ETF | $878,384 | 0.2% | NEW | — |
| 120 |  $URI | UNITED RENTALS, INC. | $870,416 | 0.2% | +8% | 63.9 |
| 121 |  $GPC | GENUINE PARTS CO | $869,159 | 0.2% | +1% | 52.7 |
| 122 |  $ALPS | Alps Group Inc | $865,559 | 0.2% | +0% | — |
| 123 |  $COST | COSTCO WHOLESALE CORP /NEW | $865,458 | 0.2% | +5% | 66.2 |
| 124 |  $WMB | WILLIAMS COMPANIES, INC. | $861,644 | 0.2% | -1% | 64.3 |
| 125 |  $MDT | Medtronic plc | $842,289 | 0.2% | +6% | 68.7 |
| 126 |  $CSCO | CISCO SYSTEMS, INC. | $839,680 | 0.2% | -1% | 70.3 |
| 127 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $836,963 | 0.2% | +24% | — |
| 128 | — | VANGUARD INDEX FDS - VALUE ETF | $834,070 | 0.2% | -55% | — |
| 129 |  $ROST | ROSS STORES, INC. | $811,145 | 0.2% | +59% | 70.4 |
| 130 |  $LIN | LINDE PLC | $807,285 | 0.1% | -1% | — |
| 131 |  $TRV | TRAVELERS COMPANIES, INC. | $802,612 | 0.1% | -6% | 75.9 |
| 132 |  $WPC | W. P. Carey Inc. | $798,369 | 0.1% | -0% | 65.9 |
| 133 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $787,901 | 0.1% | +2% | — |
| 134 |  $ETN | Eaton Corp plc | $785,221 | 0.1% | -8% | — |
| 135 |  $SNPS | SYNOPSYS INC | $782,853 | 0.1% | +0% | 67.9 |
| 136 |  $WFC | WELLS FARGO & COMPANY/MN | $782,225 | 0.1% | +31% | 61.8 |
| 137 |  $GSK | GSK plc | $779,485 | 0.1% | -0% | — |
| 138 |  $BX | Blackstone Inc. | $764,638 | 0.1% | +30% | 74.4 |
| 139 | — | FIRST TR EXCHANGE TRADED FD - FIRST TRUST S&P | $763,865 | 0.1% | +0% | — |
| 140 |  $PLTR | Palantir Technologies Inc. | $756,804 | 0.1% | +0% | 84.6 |
| 141 | — | AB ACTIVE ETFS INC - TAX AWARE SHRT | $754,860 | 0.1% | +0% | — |
| 142 | — | INNOVATOR ETFS TRUST - EMRGNG MKT JAN | $751,774 | 0.1% | +0% | — |
| 143 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $748,318 | 0.1% | -15% | — |
| 144 |  $PGR | PROGRESSIVE CORP/OH/ | $744,759 | 0.1% | +5% | 80.1 |
| 145 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $742,085 | 0.1% | +0% | — |
| 146 |  $UPS | UNITED PARCEL SERVICE INC | $725,236 | 0.1% | -16% | 58.6 |
| 147 |  $CSL | CARLISLE COMPANIES INC | $717,479 | 0.1% | +4% | 59.4 |
| 148 |  $CDNS | CADENCE DESIGN SYSTEMS INC | $714,609 | 0.1% | +11% | 72.6 |
| 149 | — | ISHARES TR - CORE S&P SCP ETF | $713,896 | 0.1% | +0% | — |
| 150 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $709,734 | 0.1% | +7% | — |
New Positions (42)
NEOS ETF TRUST - NEOS S&P 500 HI$6.7M
TIDAL TRUST I - FOLI AL RATE ETF$1.7M
ISHARES TR - RUSSELL 3000 ETF$878,384
FIRST TR EXCHANGE-TRADED FD - VEST LADDERED$690,791
$DVN DEVON ENERGY CORP/DE$673,847
$STX Seagate Technology Holdings plc$645,585 SPDR SERIES TRUST - ST STR BLO 1 ETF$634,422
$MPWR MONOLITHIC POWER SYSTEMS, INC.$533,591
$NKE NIKE, Inc.$467,432
$OTIS Otis Worldwide Corp$447,290
$CLX CLOROX CO /DE/$439,119
$DPZ DOMINOS PIZZA INC$432,249
$SMCI Super Micro Computer, Inc.$401,645 FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$375,147
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$327,709Exited Positions (51)
PROSHARES TR
FIRST TR EXCHNG TRADED FD VI
VANGUARD BD INDEX FDS
$BXSL Blackstone Secured Lending Fund ISHARES TR
SPDR SERIES TRUST
SPDR SERIES TRUST
$CTRA Coterra Energy Inc. ISHARES TR
ISHARES TR
VICTORY PORTFOLIOS II
VANGUARD SCOTTSDALE FDS
T ROWE PRICE ETF INC
$TT Trane Technologies plc
$ETHA iShares Ethereum Trust ETFBrowse Top Institutional Investors
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