Institutions / Legacy Capital Wealth Partners, LLC
Legacy Capital Wealth Partners, LLC
CIK 1766228 · Institution · as of Dec 31, 2025
Portfolio value
$465.90M
Positions
376
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 376 →
| Company | Value | % of portfolio |
|---|---|---|
| Walmart Inc. | $58.25M | 12.5% |
| Hunt J B Transport Services Inc | $23.20M | 5.0% |
| Tesla Inc | $11.05M | 2.4% |
| First Tr Exchange Traded Fd | $9.93M | 2.1% |
| SPDR S&P 500 ETF Tr | $9.80M | 2.1% |
| Gap Inc | $9.69M | 2.1% |
| iShares Tr | $8.40M | 1.8% |
| First Trust Exchange-Traded Fund VIII | $8.04M | 1.7% |
| Invesco Exch Traded Fd Tr II | $7.63M | 1.6% |
| Vanguard Index Fds | $7.21M | 1.5% |
| Invesco Exchange Traded Fd T | $7.10M | 1.5% |
| NVIDIA Corp | $7.07M | 1.5% |
| Apple Inc. | $6.66M | 1.4% |
| First Trust Exchange-Traded Fund VIII | $5.87M | 1.3% |
| Eog Resources Inc | $5.58M | 1.2% |
| Microsoft Corp | $4.62M | 1.0% |
| Janus Detroit Str Tr | $4.22M | 0.9% |
| First Trust Exchange-Traded Fund VIII | $4.09M | 0.9% |
| Amazon.com Inc | $4.05M | 0.9% |
| Neos ETF Trust | $4.00M | 0.9% |
| SPDR Series Trust | $3.86M | 0.8% |
| Dimensional ETF Trust | $3.41M | 0.7% |
| World Gold Tr | $3.33M | 0.7% |
| Dimensional ETF Trust | $3.28M | 0.7% |
| Alphabet Inc. | $3.25M | 0.7% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.