Legacy Capital Wealth Partners, LLC — 13F Holdings & Portfolio

CIK 1766228 · latest 13F-HR filed 2026-05-15

Legacy Capital Wealth Partners, LLC manages $485.4M in 13F-reported U.S. long-equity assets across 385 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are WMT (12.58%), JBHT (4.63%), DHI (3.06%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 40 new positions, exited 31, added to 111, and trimmed 119.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$485.4M

Long-equity book

Holdings

385

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+40 / −31 / ↑111 / ↓119

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • INTEL CORP$1.9M +751.9%
  • BLACKROCK INC$1.7M +365.3%
  • META PLATFORMS INC$787.0K +28.4%
  • INVESCO EXCH TRADED FD TR II$733.6K +9.6%
  • ISHARES TR$713.6K +152.4%
Show all 111

Top Trims

  • GAP INC-$2.3M -24.2%
  • TESLA INC-$1.4M -12.5%
  • MICROSOFT CORP-$930.9K -20.2%
  • STATE STR SPDR S&P 500 ETF T-$653.1K -6.7%
  • VANGUARD INDEX FDS-$544.2K -7.6%
Show all 119

New Positions

  • D R HORTON INC$14.9M
  • INVESCO EXCHANGE TRADED FD T$3.9M
  • PROSHARES TR$1.8M
  • FIRST TR EXCHANGE-TRADED FD$1.4M
  • GOLDMAN SACHS ETF TR$1.4M
Show all 40

Exited Positions

  • NEOS ETF TRUST$4.0M
  • SPDR SERIES TRUST$3.9M
  • J P MORGAN EXCHANGE TRADED F$2.3M
  • CAVA GROUP INC$1.3M
  • ASTRAZENECA PLC$734.7K
Show all 31
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 WALMART INC WMT 931142103 $61.0M 12.58% 491,110 SH
2 HUNT J B TRANS SVCS INC JBHT 445658107 $22.5M 4.63% 106,094 SH
3 D R HORTON INC DHI 23331A109 $14.9M 3.06% 108,370 SH
4 FIRST TR EXCHANGE TRADED FD RDVY 33738R506 $10.6M 2.17% 162,100 SH
5 TESLA INC TSLA 88160R101 $9.7M 1.99% 26,011 SH
6 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $9.1M 1.88% 73,593 SH
7 INVESCO EXCH TRADED FD TR II RWL 46138G698 $8.4M 1.72% 78,707 SH
8 FIRST TR EXCHNG TRADED FD VI FJUN 33740F722 $8.3M 1.72% 147,530 SH
9 ISHARES TR IVV 464287200 $7.9M 1.63% 12,106 SH
10 GAP INC GAP 364760108 $7.3M 1.51% 303,581 SH
11 INVESCO EXCHANGE TRADED FD T PKW 46137V308 $7.0M 1.43% 58,758 SH
12 NVIDIA CORPORATION NVDA 67066G104 $6.9M 1.42% 39,489 SH
13 VANGUARD INDEX FDS VOO 922908363 $6.7M 1.37% 11,151 SH
14 APPLE INC AAPL 037833100 $6.4M 1.31% 25,143 SH
15 FIRST TR EXCHNG TRADED FD VI FAUG 33740F862 $6.0M 1.23% 115,300 SH
16 EOG RES INC EOG 26875P101 $5.8M 1.19% 40,083 SH
17 FIRST TR EXCHNG TRADED FD VI YMAR 33740F573 $4.3M 0.88% 159,621 SH
18 JANUS DETROIT STR TR JAAA 47103U845 $4.2M 0.87% 83,854 SH
19 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $3.9M 0.80% 20,347 SH
20 AMAZON COM INC AMZN 023135106 $3.7M 0.77% 17,977 SH
21 MICROSOFT CORP MSFT 594918104 $3.7M 0.76% 9,954 SH
22 WORLD GOLD TR GLDM 98149E303 $3.6M 0.74% 38,898 SH
23 META PLATFORMS INC META 30303M102 $3.6M 0.73% 6,213 SH
24 ALPHABET INC GOOGL 02079K305 $3.3M 0.67% 11,304 SH
25 DIMENSIONAL ETF TRUST DFAU 25434V104 $3.0M 0.61% 65,957 SH
26 DIMENSIONAL ETF TRUST DFAC 25434V708 $2.9M 0.60% 74,638 SH
27 GMO ETF TRUST GMOV 90139K605 $2.9M 0.59% 102,653 SH
28 BANK OZK LITTLE ROCK ARK OZK 06417N103 $2.8M 0.58% 61,746 SH
29 SYMBOTIC INC SYM 87151X101 $2.8M 0.58% 52,505 SH
30 PIMCO ETF TR BILZ 72201R577 $2.7M 0.56% 26,959 SH
31 ISHARES TR PFF 464288687 $2.5M 0.51% 80,928 SH
32 DIMENSIONAL ETF TRUST DFAX 25434V880 $2.4M 0.50% 71,973 SH
33 DIMENSIONAL ETF TRUST DFAI 25434V203 $2.4M 0.49% 60,945 SH
34 BLACKROCK INC BLK 09290D101 $2.2M 0.46% 2,308 SH
35 ISHARES TR AOK 464289883 $2.2M 0.45% 54,879 SH
36 INTEL CORP INTC 458140100 $2.2M 0.45% 49,296 SH
37 GLOBAL X FDS MLPX 37954Y293 $2.1M 0.44% 29,030 SH
38 T ROWE PRICE ETF INC TCAF 87283Q867 $2.1M 0.44% 60,010 SH
39 EXXON MOBIL CORP XOM 30231G102 $2.1M 0.43% 12,310 SH
40 AMERICAN CENTY ETF TR AVUV 025072877 $2.1M 0.43% 18,677 SH
41 CHEVRON CORPORATION CVX 166764100 $2.1M 0.42% 9,958 SH
42 PIMCO ETF TR MINT 72201R833 $2.0M 0.41% 19,725 SH
43 ETF SER SOLUTIONS ACIO 26922A222 $2.0M 0.41% 46,909 SH
44 VISA INC V 92826C839 $1.9M 0.39% 6,299 SH
45 BROADCOM INC AVGO 11135F101 $1.9M 0.39% 6,121 SH
46 PROSHARES TR SH 74349Y753 $1.8M 0.37% 47,897 SH
47 JPMORGAN CHASE & CO JPM 46625H100 $1.8M 0.37% 6,175 SH
48 LAM RESEARCH CORP LRCX 512807306 $1.8M 0.37% 8,439 SH
49 FIRST TR EXCHNG TRADED FD VI DMAR 33740F615 $1.8M 0.37% 42,131 SH
50 VERIZON COMMUNICATIONS INC VZ 92343V104 $1.7M 0.36% 34,384 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $485.4M 385 0001951757-26-000872
2025-12-31 2026-01-16 $465.9M 376 0001951757-26-000179
2025-09-30 2025-11-13 $459.8M 378 0001951757-25-001415