Legacy Capital Wealth Partners, LLC

CIK

1766228

Location

LITTLE ROCK, AR

Portfolio Value

Small $355,782,772

Diversification

Diversified

Filing Date

Global Rank

#3,349 / 8,517 ▲ 81

Top Industry

Discount Stores 19.2%

3Y Alpha vs SPY

+14.5%

Period ended 46 days ago

Filed Aug 12, 2026 · 3d

23 quarters · since Dec 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+149.0%

SPY

+75.3%

Annualised alpha

+15.0%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

17.1%

−2.0 pts

Top 5

38.0%

+1.3 pts

Top 10

47.7%

+1.2 pts

HHI

469

Diversified−25

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	20.0%	$71,128,147	18
Technology	15.9%	$56,727,238	40
Industrials	14.5%	$51,437,976	30
Financial Services	13.2%	$47,138,931	50
Consumer Cyclical	12.9%	$45,917,201	24
Unclassified	8.3%	$29,493,468	15
Communication Services	4.4%	$15,591,585	10
Healthcare	4.0%	$14,207,663	26
Energy	3.9%	$14,018,873	15
Real Estate	1.2%	$4,148,410	9
Basic Materials	1.1%	$3,891,491	11
Utilities	0.6%	$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
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
KLAC	Kla Corp	+8,070	8,900	$2,685,219
FDUS	FIDUS INVESTMENT Corp	+6,336	85,990	$1,639,829
ARCC	Ares Capital Corp	+5,951	89,789	$1,663,790
PLUG	Plug Power Inc	+5,000	15,000	$40,650
MAIN	Main Street Capital CORP	+4,264	33,016	$1,712,870
CSWC	Capital Southwest Corp	+3,479	74,653	$1,774,501
GOOGL	Alphabet Inc.	+2,566	19,544	$6,960,586
TRIN	Trinity Capital Inc.	+2,492	107,991	$1,931,958
BSX	Boston Scientific Corp	+2,266	7,913	$337,726
WFC	Wells Fargo & Company/Mn	+2,261	9,465	$782,187
NVDA	Nvidia Corp	+1,892	41,381	$8,279,924
ANET	Arista Networks, Inc.	+1,701	10,357	$1,759,447
BKNG	Booking Holdings Inc.	+1,663	1,735	$309,246
CMCSA	Comcast Corp	+1,641	15,626	$383,618
BX	Blackstone Inc.	+1,518	6,498	$764,619
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
TFC	Truist Financial Corp	−8,345	9,031	$449,924
DHI	Horton D R Inc /De/	−7,531	100,839	$16,424,656
USB	US Bancorp De	−7,335	16,397	$990,378
GAIN	Gladstone Investment Corporation\De	−5,235	113,833	$1,759,858
INTC	Intel Corp	−4,855	44,441	$6,205,296
TSLA	Tesla, Inc.	−2,300	23,711	$9,972,846
WEST	Westrock Coffee Co	−2,040	34,500	$279,795
BLK	BlackRock, Inc.	−1,905	403	$387,508
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
LRCX	Lam Research Corp	−1,139	7,300	$3,163,309
ICLR	Icon PLC	−1,122	5,241	$910,414
DEO	Diageo PLC	−1,085	7,889	$634,117
SNY	Sanofi	−1,038	11,251	$479,967
UNH	Unitedhealth Group Inc	−1,033	573	$238,155
INTU	Intuit Inc.	−969	782	$204,102
CVX	Chevron Corp	−904	9,054	$1,500,791
LOW	Lowes Companies Inc	−898	2,277	$502,055
JNJ	Johnson & Johnson	−807	2,667	$677,337
MRSH	Marsh & Mclennan Companies, Inc.	−800	5,916	$986,019
TXN	Texas Instruments Inc	−768	5,371	$1,600,933
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	33,227	$690,789
DVN	Devon Energy Corp/De	16,308	$673,846
STX	Seagate Technology Holdings plc	669	$645,585
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	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
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
ATCL	REX Autocallable Income ETF	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
AA	Alcoa Corp	4,092	$213,356
AAON	Aaon, Inc.	1,676	$212,617
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BXSL	Blackstone Secured Lending Fund	59,101	$1,400,102
TT	Trane Technologies plc	1,261	$525,509
ACN	Accenture plc	2,212	$438,617
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
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
MDLZ	Mondelez International, Inc.	3,755	$216,438
OLLI	Ollie's Bargain Outlet Holdings, Inc.	2,301	$211,784
STE	STERIS plc	944	$208,746
MCHP	Microchip Technology Inc	3,222	$208,173
UBER	Uber Technologies, Inc	2,850	$205,000
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

254 tracked positions · $355,782,772 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 254 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%	17.10%
JBHT	Hunt J B Transport Services Inc Industrials	Added	117,156	+11,062	$33,908,461	+50.8%	9.53%
DHI	Horton D R Inc /De/ Consumer Cyclical	Reduced	100,839	-7,531	$16,424,656	+10.5%	4.62%
SPY	Spdr S&P 500 ETF Trust	Reduced	18,748	-54,845	$14,000,443	+53.1%	3.94%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	23,711	-2,300	$9,972,846	+3.1%	2.80%
NVDA	Nvidia Corp Technology	Added	41,381	+1,892	$8,279,924	+20.2%	2.33%
AAPL	Apple Inc. Technology	Added	25,540	+397	$7,390,254	+15.8%	2.08%
GOOGL	Alphabet Inc. Communication Services	Added	19,544	+2,566	$6,960,586	+42.7%	1.96%
INTC	Intel Corp Technology	Reduced	44,441	-4,855	$6,205,296	+185.2%	1.74%
GAP	Gap Inc Consumer Cyclical	Added	303,904	+323	$5,676,926	−22.7%	1.60%
EOG	Eog Resources Inc Energy	Added	40,266	+183	$5,223,708	−9.9%	1.47%
MSFT	Microsoft Corp Technology	Added	10,696	+742	$3,989,821	+8.3%	1.12%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	16,629	-1,348	$3,963,355	+5.9%	1.11%
META	Meta Platforms, Inc. Communication Services	Reduced	6,187	-26	$3,485,075	−2.0%	0.98%
OZK	Bank OZK Financial Services	Added	61,874	+128	$3,223,016	+13.7%	0.91%
LRCX	Lam Research Corp Technology	Reduced	7,300	-1,139	$3,163,309	+75.4%	0.89%
GLDM	World Gold Trust	Added	39,047	+149	$3,101,112	−14.0%	0.87%
SYM	Symbotic Inc. Industrials	Added	63,513	+11,008	$2,854,909	+2.2%	0.80%
BILZ	PIMCO Ultra Short Government Active ETF	Added	26,988	+29	$2,723,898	+0.1%	0.77%
KLAC	Kla Corp Technology	Added	8,900	+8,070	$2,685,219	+119.7%	0.75%
AVGO	Broadcom Inc. Technology	Added	6,267	+146	$2,367,359	+25.0%	0.67%
MU	Micron Technology Inc Technology	Added	1,962	+28	$2,264,716	+246.6%	0.64%
V	Visa Inc. Financial Services	Added	6,412	+113	$2,199,893	+15.6%	0.62%
ACIO	Aptus Collared Investment Opportunity ETF	Added	47,172	+263	$2,176,516	+10.6%	0.61%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	4,476	+653	$2,137,603	+65.5%	0.60%
AMAT	Applied Materials Inc /De Technology	Reduced	2,828	-513	$2,044,644	+79.1%	0.57%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,160	-15	$2,016,352	+11.0%	0.57%
TRIN	Trinity Capital Inc. Financial Services	Added	107,991	+2,492	$1,931,958	+24.5%	0.54%
XOM	ExxonMobil Holdings Corp Energy	Added	13,134	+824	$1,795,680	−14.0%	0.50%
CSWC	Capital Southwest Corp Financial Services	Added	74,653	+3,479	$1,774,501	+12.7%	0.50%
GAIN	Gladstone Investment Corporation\De Financial Services	Reduced	113,833	-5,235	$1,759,858	+4.1%	0.49%
ANET	Arista Networks, Inc. Technology	Added	10,357	+1,701	$1,759,447	+65.6%	0.49%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	9,672	-634	$1,749,761	+2.7%	0.49%
GLAD	Gladstone Capital Corp Financial Services	Added	89,112	+21,005	$1,730,555	+46.5%	0.49%
OBDC	Blue Owl Capital Corp Financial Services	Added	158,296	+44,962	$1,720,677	+37.3%	0.48%
MAIN	Main Street Capital CORP Financial Services	Added	33,016	+4,264	$1,712,870	+12.5%	0.48%
HTGC	Hercules Capital, Inc. Financial Services	Added	108,546	+10,213	$1,711,770	+17.9%	0.48%
MSDL	Morgan Stanley Direct Lending Fund Financial Services	Added	110,870	+24,837	$1,676,354	+39.6%	0.47%
ARCC	Ares Capital Corp Financial Services	Added	89,789	+5,951	$1,663,790	+10.1%	0.47%
FDUS	FIDUS INVESTMENT Corp Financial Services	Added	85,990	+6,336	$1,639,829	+18.2%	0.46%
TXN	Texas Instruments Inc Technology	Reduced	5,371	-768	$1,600,933	+34.3%	0.45%
TSLX	Sixth Street Specialty Lending, Inc. Financial Services	Added	90,379	+15,581	$1,551,807	+12.9%	0.44%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Reduced	118,331	-1,361	$1,524,103	+0.6%	0.43%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,015	+388	$1,508,675	+19.8%	0.42%
CVX	Chevron Corp Energy	Reduced	9,054	-904	$1,500,791	−27.2%	0.42%
VZ	Verizon Communications Inc Communication Services	Added	34,442	+58	$1,458,274	−15.5%	0.41%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,992	+103	$1,407,898	+10.1%	0.40%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	9,175	+187	$1,390,012	−3.2%	0.39%
ASML	Asml Holding NV Technology	Added	696	+99	$1,384,650	+75.6%	0.39%
GWW	W.W. Grainger, Inc. Industrials	Reduced	954	-96	$1,297,821	+13.3%	0.36%

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.