Legacy Capital Wealth Partners, LLC

CIK

1766228

Location

LITTLE ROCK, AR

Portfolio Value

Small $536,246,600

Diversification

Diversified

Filing Date

Global Rank

#3,662 / 8,795 ▼ 212 · as of Jun 2026

Top Industry

Discount Stores 18.5%

Period ended 3 months ago

Filed Aug 12, 2026 · 56d

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

293 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

11.3%

−1.8 pts

Top 5

31.0%

+0.4 pts

Top 10

43.1%

+0.9 pts

HHI

292

Diversified−19

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.9%	$197,781,684	53
Consumer Defensive	13.3%	$71,128,147	18
Technology	11.0%	$58,795,118	40
Financial Services	10.7%	$57,246,663	51
Industrials	9.6%	$51,437,976	30
Consumer Cyclical	8.6%	$45,917,201	24
Communication Services	2.9%	$15,591,585	10
Healthcare	2.6%	$14,207,663	26
Energy	2.6%	$14,018,873	15
Real Estate	0.8%	$4,148,410	9
Basic Materials	0.7%	$3,891,491	11
Utilities	0.4%	$2,081,789	6

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	+59,971	165,282	$4,684,002
WMT	Walmart Inc.	+46,175	537,285	$60,852,899
OBDC	Blue Owl Capital Corp	+44,962	158,296	$1,720,677
MSDL	Morgan Stanley Direct Lending Fund	+24,837	110,870	$1,676,354
GLAD	Gladstone Capital Corp	+21,005	89,112	$1,730,555
TSLX	Sixth Street Specialty Lending, Inc.	+15,581	90,379	$1,551,807
JBHT	Hunt J B Transport Services Inc	+11,062	117,156	$33,908,461
SYM	Symbotic Inc.	+11,008	63,513	$2,854,909
HTGC	Hercules Capital, Inc.	+10,213	108,546	$1,711,770
WBD	Warner Bros. Discovery, Inc.	+9,648	17,199	$458,525
HLN	Haleon plc	+9,254	44,137	$411,798
BEDY	BNY Mellon Enhanced Dividend and Income ETF	+8,840	39,960	$1,338,260
JA	Janus Henderson AA-A CLO ETF	+8,763	105,291	$5,269,490
KLAC	Kla Corp	+8,070	8,900	$2,685,219
ACVT	Advent Convertible Bond ETF	+7,306	18,596	$943,176
FDUS	FIDUS INVESTMENT Corp	+6,336	85,990	$1,639,829
ARCC	Ares Capital Corp	+5,951	89,789	$1,663,790
AFK	VanEck Africa Index ETF	+5,408	7,843	$799,362
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	+5,330	31,267	$1,540,092
PLUG	Plug Power Inc	+5,000	15,000	$40,650
MAIN	Main Street Capital CORP	+4,264	33,016	$1,712,870
KAMO	Kensington Credit Opportunities ETF	+3,958	14,935	$385,621
CAAA	First Trust AAA CMBS ETF	+3,840	116,282	$4,209,166
CSWC	Capital Southwest Corp	+3,479	74,653	$1,774,501
ACSG	American Century Small Cap Growth Insights ETF	+3,041	41,836	$4,300,862
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPY	Spdr S&P 500 ETF Trust	−54,845	18,748	$14,000,443
ABI	VictoryShares Pioneer Asset-Based Income ETF	−38,406	65,374	$8,834,722
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−34,410	26,492	$1,897,705
BILZ	PIMCO Ultra Short Government Active ETF	−15,884	73,888	$6,731,238
BUFC	AB Conservative Buffer ETF	−8,585	64,644	$1,646,288
TFC	Truist Financial Corp	−8,345	9,031	$449,924
TACN	T. Rowe Price Active Core International Equity ETF	−8,199	90,460	$3,935,508
AFGR	First Trust Active Factor Large Cap Growth ETF	−7,751	666,832	$27,666,212
DHI	Horton D R Inc /De/	−7,531	100,839	$16,424,656
USB	US Bancorp De	−7,335	16,397	$990,378
—		−5,859	2,279	$333,668
GAIN	Gladstone Investment Corporationde	−5,235	113,833	$1,759,858
DCOR	Dimensional US Core Equity 1 ETF	−5,040	402,679	$18,778,567
INTC	Intel Corp	−4,855	44,441	$6,205,296
AAPR	Innovator Equity Defined Protection ETF - 2 Yr to April 2028	−3,024	19,016	$554,234
TSLA	Tesla, Inc.	−2,300	23,711	$9,972,846
FNDA	Schwab Fundamental U.S. Small Company ETF	−2,199	54,066	$1,615,878
WEST	Westrock Coffee Co	−2,040	34,500	$279,795
BLK	BlackRock, Inc.	−1,905	403	$387,508
VB	Vanguard Morningstar Small-Cap ETF	−1,862	32,188	$10,549,891
DIS	Walt Disney Co	−1,816	3,571	$343,708
KO	Coca Cola Co	−1,373	7,562	$614,563
GBDC	GOLUB CAPITAL BDC, Inc.	−1,361	118,331	$1,524,103
AMZN	Amazon Com Inc	−1,348	16,629	$3,963,355
UPS	United Parcel Service Inc	−1,245	6,746	$725,195
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	125,918	$6,684,986
—		46,372	$1,678,666
DVN	Devon Energy Corp/De	16,308	$673,846
STX	Seagate Technology Holdings plc	669	$645,585
—		6,923	$634,423
MPWR	Monolithic Power Systems, Inc.	386	$533,590
NKE	NIKE, Inc.	11,387	$467,436
OTIS	Otis Worldwide Corp	6,247	$447,285
CLX	Clorox Co /De/	4,601	$439,119
DPZ	Dominos Pizza Inc	1,460	$432,218
SMCI	Super Micro Computer, Inc.	13,694	$401,645
DVVY	Invesco Diversified Dividend Opportunities ETF	7,317	$366,947
SPCX	Space Exploration Technologies Corp	1,918	$327,709
SN	SharkNinja, Inc.	1,814	$276,217
POWI	Power Integrations Inc	3,285	$275,151
VRSN	Verisign Inc/Ca	1,074	$270,175
—		10,584	$262,694
ATR	Aptargroup, Inc.	2,084	$260,916
SSB	SouthState Bank Corp	2,555	$255,244
MNST	Monster Beverage Corp	2,544	$244,529
SIGI	Selective Insurance Group Inc	2,364	$229,331
LAMR	Lamar Advertising Co/New	1,457	$227,262
CAVA	Cava Group, Inc.	2,867	$225,002
AUB	Atlantic Union Bankshares Corp	5,269	$222,931
SBCF	Seacoast Banking Corp Of Florida	6,695	$222,608
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BIV	Vanguard Intermediate-Term Bond ETF	19,904	$1,465,730
BXSL	Blackstone Secured Lending Fund	59,101	$1,400,102
BNDW	Vanguard Total World Bond ETF	9,526	$779,078
TT	Trane Technologies plc	1,261	$525,509
ETHA	iShares Ethereum Trust ETF	30,833	$488,086
ACN	Accenture plc	2,212	$438,617
AAAA	Amplius Aggressive Asset Allocation ETF	11,934	$422,821
NVO	Novo Nordisk A S	11,330	$416,377
AZO	Autozone Inc	109	$368,178
SYY	Sysco Corp	4,438	$316,562
FNF	Fidelity National Financial, Inc.	6,706	$311,024
AEM	Agnico Eagle Mines Ltd	1,470	$298,380
HMC	Honda Motor Co Ltd	10,817	$262,961
WDC	Western Digital Corp	972	$262,916
WRB	Berkley W R Corp	3,880	$257,166
BN	BROOKFIELD Corp /ON/	6,235	$252,330
WSO	Watsco Inc	684	$248,832
HON	Honeywell International Inc	1,070	$241,852
AOHY	Angel Oak High Yield Opportunities ETF	11,525	$239,408
CMI	Cummins Inc	444	$238,880
SCI	Service Corp International	2,775	$228,965
ZTS	Zoetis Inc.	1,883	$222,589
TSN	Tyson Foods, Inc.	3,456	$221,425
CACI	Caci International Inc /De/	406	$220,811
SYK	Stryker Corp	661	$217,197
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

293 tracked positions · $536,246,600 total · filing declares 377 positions · $521,391,099 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 293 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Added	537,285	+46,175	$60,852,899	−0.3%	11.35%
JBHT	Hunt J B Transport Services Inc Industrials	Added	117,156	+11,062	$33,908,461	+50.8%	6.32%
AFGR	First Trust Active Factor Large Cap Growth ETF	Reduced	666,832	-7,751	$27,666,212	+4.1%	5.16%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	206,502	+7	$24,831,944	—	4.63%
DCOR	Dimensional US Core Equity 1 ETF	Reduced	402,679	-5,040	$18,778,567	+10.5%	3.50%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	100,839	-7,531	$16,424,656	+10.5%	3.06%
SPY	Spdr S&P 500 ETF Trust	Reduced	18,748	-54,845	$14,000,443	+53.1%	2.61%
AIRR	First Trust RBA American Industrial Renaissance ETF	Reduced	180,313	-830	$13,834,718	+17.7%	2.58%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	32,188	-1,862	$10,549,891	−0.2%	1.97%
IVZ	Invesco Ltd. Financial Services	Added	79,115	+408	$10,107,732	+11.8%	1.88%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	23,711	-2,300	$9,972,846	+3.1%	1.86%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Reduced	65,374	-38,406	$8,834,722	−30.6%	1.65%
NVDA	Nvidia Corp Technology	Added	41,381	+1,892	$8,279,924	+20.2%	1.54%
AAPL	Apple Inc. Technology	Added	25,540	+397	$7,390,254	+15.8%	1.38%
GOOGL	Alphabet Inc. Communication Services	Added	19,544	+2,566	$6,960,586	+42.7%	1.30%
BILZ	PIMCO Ultra Short Government Active ETF	Reduced	73,888	-15,884	$6,731,238	−6.0%	1.26%
AAPY	Kurv Yield Premium Strategy Apple (AAPL) ETF	NEW	125,918	NEW	$6,684,986	NEW	1.25%
INTC	Intel Corp Technology	Reduced	44,441	-4,855	$6,205,296	+185.2%	1.16%
GAP	Gap Inc Consumer Cyclical	Added	303,904	+323	$5,676,926	−22.7%	1.06%
JA	Janus Henderson AA-A CLO ETF	Added	105,291	+8,763	$5,269,490	+9.4%	0.98%
EOG	Eog Resources Inc Energy	Added	40,266	+183	$5,223,708	−9.9%	0.97%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Added	165,282	+59,971	$4,684,002	+46.3%	0.87%
ACSG	American Century Small Cap Growth Insights ETF	Added	41,836	+3,041	$4,300,862	+19.2%	0.80%
CAAA	First Trust AAA CMBS ETF	Added	116,282	+3,840	$4,209,166	+8.9%	0.78%
MSFT	Microsoft Corp Technology	Added	10,696	+742	$3,989,821	+8.3%	0.74%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,629	-1,348	$3,963,355	+5.9%	0.74%
TACN	T. Rowe Price Active Core International Equity ETF	Reduced	90,460	-8,199	$3,935,508	+5.4%	0.73%
META	Meta Platforms, Inc. Communication Services	Reduced	6,187	-26	$3,485,075	−2.0%	0.65%
OZK	Bank OZK Financial Services	Added	61,874	+128	$3,223,016	+13.7%	0.60%
LRCX	Lam Research Corp Technology	Reduced	7,300	-1,139	$3,163,309	+75.4%	0.59%
		Added	105,231	+2,578	$3,132,726	+8.6%	0.58%
GLDM	World Gold Trust	Added	39,047	+149	$3,101,112	−14.0%	0.58%
SYM	Symbotic Inc. Industrials	Added	63,513	+11,008	$2,854,909	+2.2%	0.53%
KLAC	Kla Corp Technology	Added	8,900	+8,070	$2,685,219	+119.7%	0.50%
AGNG	Global X Funds Global X Aging Population ETF	Added	32,185	+422	$2,379,793	+1.0%	0.44%
AVGO	Broadcom Inc. Technology	Added	6,267	+146	$2,367,359	+25.0%	0.44%
		Held	54,879	0	$2,276,380	+4.0%	0.42%
MU	Micron Technology Inc Technology	Added	1,962	+28	$2,264,716	+246.6%	0.42%
V	Visa Inc. Financial Services	Added	6,412	+113	$2,199,893	+15.6%	0.41%
		Added	47,172	+263	$2,176,516	+10.6%	0.41%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,476	+653	$2,137,603	+65.5%	0.40%
APH	Amphenol Corp /De/ Technology	Added	5,864	+841	$2,067,880	+62.9%	0.39%
AMAT	Applied Materials Inc /De Technology	Reduced	2,828	-513	$2,044,644	+79.1%	0.38%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,160	-15	$2,016,352	+11.0%	0.38%
TRIN	Trinity Capital Inc. Financial Services	Added	107,991	+2,492	$1,931,958	+24.5%	0.36%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	26,492	-34,410	$1,897,705	−48.6%	0.35%
FCAL	First Trust California Municipal High income ETF	Added	24,816	+403	$1,831,420	+6.6%	0.34%
XOM	ExxonMobil Holdings Corp Energy	Added	13,134	+824	$1,795,680	−14.0%	0.33%
CSWC	Capital Southwest Corp Financial Services	Added	74,653	+3,479	$1,774,501	+12.7%	0.33%
GAIN	Gladstone Investment Corporationde Financial Services	Reduced	113,833	-5,235	$1,759,858	+4.1%	0.33%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.