Legacy Capital Wealth Partners, LLC

CIK

1766228

Location

LITTLE ROCK, AR

Portfolio Value

Small $351,373,212

Diversification

Diversified

Filing Date

Global Rank

#2,847 / 8,232 ▲ 255

Top Industry

Discount Stores 21.4%

3Y Alpha vs SPY

+1.1%

Period ended 2 months ago

Filed May 15, 2026 · 30d

22 quarters · since Dec 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+81.0%

SPY

+76.3%

Annualised alpha

+1.1%

Max drawdown

−17.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

251 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

17.4%

−0.0 pts

Top 5

44.4%

+0.5 pts

Top 10

53.0%

+0.6 pts

HHI

586

Diversified+5

Portfolio Trend

22 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	20.3%	$71,175,088	19
Unclassified	16.0%	$56,138,622	8
Financial Services	13.1%	$45,991,660	53
Consumer Cyclical	12.7%	$44,658,491	23
Technology	11.6%	$40,823,500	41
Industrials	11.1%	$38,935,903	29
Energy	4.5%	$15,837,069	14
Healthcare	4.3%	$15,208,304	29
Communication Services	3.6%	$12,799,710	10
Basic Materials	1.2%	$4,144,357	11
Real Estate	1.0%	$3,553,242	8
Utilities	0.6%	$2,107,266	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
INTC	Intel Corp	+42,375	49,296	$2,175,432
OBDC	Blue Owl Capital Corp	+11,599	113,334	$1,253,474
ARCC	Ares Capital Corp	+11,540	83,838	$1,510,760
MSDL	Morgan Stanley Direct Lending Fund	+9,051	86,033	$1,201,020
BAX	Baxter International Inc	+8,968	24,118	$405,182
HTGC	Hercules Capital, Inc.	+8,736	98,333	$1,452,378
GAIN	Gladstone Investment Corporationde	+7,739	119,068	$1,690,765
SPY	Spdr S&P 500 ETF Trust	+7,731	73,593	$47,860,471
GLAD	Gladstone Capital Corp	+7,463	68,107	$1,181,656
TRIN	Trinity Capital Inc.	+7,213	105,499	$1,551,890
NVO	Novo Nordisk A S	+6,967	11,330	$416,377
FDUS	FIDUS INVESTMENT Corp	+6,733	79,654	$1,387,572
TSLX	Sixth Street Specialty Lending, Inc.	+6,716	74,798	$1,374,787
T	At&T Inc.	+5,827	32,319	$936,927
BXSL	Blackstone Secured Lending Fund	+5,688	59,101	$1,400,102
CMCSA	Comcast Corp	+5,101	13,985	$401,509
CSWC	Capital Southwest Corp	+4,956	71,174	$1,574,368
DEO	Diageo PLC	+3,575	8,974	$668,114
WEST	Westrock Coffee Co	+3,087	36,540	$155,295
GBDC	GOLUB CAPITAL BDC, Inc.	+2,471	119,692	$1,515,300
ZBH	Zimmer Biomet Holdings, Inc.	+2,363	6,437	$582,033
BAC	Bank Of America Corp /De/	+2,167	11,673	$569,058
NFLX	Netflix Inc	+2,121	14,790	$1,422,058
DOC	Healthpeak Properties, Inc.	+2,053	30,267	$497,286
META	Meta Platforms, Inc.	+2,020	6,213	$3,554,643
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
GAP	Gap Inc	−75,000	303,581	$7,346,660
WMT	Walmart Inc.	−31,771	491,110	$61,035,150
JBHT	Hunt J B Transport Services Inc	−13,289	106,094	$22,481,318
EOG	Eog Resources Inc	−13,033	40,083	$5,794,799
B	Barrick Mining Corp	−5,182	8,651	$352,874
GSK	GSK plc	−4,872	14,914	$823,103
WMB	Williams Companies, Inc.	−4,048	11,701	$851,598
USB	US Bancorp De	−3,549	23,732	$1,234,301
JNJ	Johnson & Johnson	−2,160	3,474	$849,184
TTE	TotalEnergies SE	−2,078	7,218	$656,693
XOM	Exxon Mobil Corp	−1,852	12,310	$2,088,514
SLI	Standard Lithium Ltd.	−1,850	56,472	$192,569
WRB	Berkley W R Corp	−1,623	3,880	$257,166
ROST	Ross Stores, Inc.	−1,572	2,396	$519,045
WFC	Wells Fargo & Company/Mn	−1,552	7,204	$573,510
SCI	Service Corp International	−1,499	2,775	$228,965
SYY	Sysco Corp	−1,483	4,438	$316,562
KO	Coca Cola Co	−1,459	8,935	$679,506
MDLZ	Mondelez International, Inc.	−1,381	3,755	$216,438
SCHW	Schwab Charles Corp	−1,264	4,051	$380,712
PR	Permian Resources Corp	−1,031	10,913	$232,665
DIS	Walt Disney Co	−971	5,387	$519,199
AJG	Arthur J. Gallagher & Co.	−907	934	$202,285
STT	State Street Corp	−840	1,601	$202,622
BRO	Brown & Brown, Inc.	−829	4,373	$285,163
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
DHI	Horton D R Inc /De/	108,370	$14,870,531
IBIT	iShares Bitcoin Trust ETF	33,781	$1,297,866
AZN	Astrazeneca PLC	3,551	$700,328
BX	Blackstone Inc.	4,980	$572,650
SCCO	Southern Copper Corp/	2,370	$407,782
ADBE	Adobe Inc.	1,624	$394,761
MPC	Marathon Petroleum Corp	1,210	$295,457
CASY	Caseys General Stores Inc	374	$272,219
WDC	Western Digital Corp	972	$262,916
GLW	Corning Inc /Ny	1,817	$247,057
DIOD	Diodes Inc /Del/	3,600	$245,736
HON	Honeywell International Inc	1,070	$241,852
NNN	Nnn REIT, Inc.	5,655	$237,679
VLO	Valero Energy Corp/Tx	958	$236,702
POOL	Pool Corp	1,147	$232,072
ONTO	Onto Innovation Inc.	1,084	$222,295
TSN	Tyson Foods, Inc.	3,456	$221,425
ODFL	Old Dominion Freight Line, Inc.	1,125	$219,825
QCOM	Qualcomm Inc/De	1,655	$213,130
VRT	Vertiv Holdings Co	842	$210,988
KEYS	Keysight Technologies, Inc.	746	$210,648
ACGL	Arch Capital Group Ltd.	2,162	$207,530
WBD	Warner Bros. Discovery, Inc.	7,551	$207,350
NVS	Novartis AG	1,341	$204,837
LYG	Lloyds Banking Group plc	10,051	$50,556
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
EXAS	EXACT SCIENCES CORP	41,837	$4,248,965
CAVA	Cava Group, Inc.	22,025	$1,292,647
TSCO	Tractor Supply Co /De/	8,989	$449,539
AMP	Ameriprise Financial Inc	839	$411,395
ENB	Enbridge Inc	8,039	$384,505
CRM	Salesforce, Inc.	1,443	$382,265
RKLB	Rocket Lab Corp	5,477	$382,075
CHE	Chemed Corp	790	$338,009
SAP	Sap SE	1,349	$327,685
AVB	Avalonbay Communities Inc	1,626	$294,810
SBAC	Sba Communications Corp	1,460	$282,407
NOC	Northrop Grumman Corp /De/	464	$264,577
FCX	Freeport-Mcmoran Inc	4,859	$246,788
EQIX	Equinix Inc	309	$236,743
CDW	CDW Corp	1,721	$234,400
CFR	Cullen/Frost Bankers, Inc.	1,660	$210,205
SHOP	Shopify Inc.	1,296	$208,617
AUB	Atlantic Union Bankshares Corp	5,879	$207,528
MNST	Monster Beverage Corp	2,656	$203,635
FBRT	Franklin BSP Realty Trust, Inc.	19,968	$200,279
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

251 positions · $351,373,212 total · as of Mar 31, 2026

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

Showing 1–50 of 251 positions by value · page 1 of 6

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
WMT	Walmart Inc. Consumer Defensive	Reduced	491,110	-31,771	$61,035,150	+4.8%	17.37%
SPY	Spdr S&P 500 ETF Trust	Added	73,593	+7,731	$47,860,471	+6.6%	13.62%
JBHT	Hunt J B Transport Services Inc Industrials	Reduced	106,094	-13,289	$22,481,318	−3.1%	6.40%
DHI	Horton D R Inc /De/ Consumer Cyclical	NEW	108,370	NEW	$14,870,531	NEW	4.23%
TSLA	Tesla, Inc. Consumer Cyclical	Added	26,011	+1,432	$9,669,589	−12.5%	2.75%
GAP	Gap Inc Consumer Cyclical	Reduced	303,581	-75,000	$7,346,660	−24.2%	2.09%
NVDA	Nvidia Corp Technology	Added	39,489	+1,586	$6,886,881	−2.6%	1.96%
AAPL	Apple Inc. Technology	Added	25,143	+652	$6,381,041	−4.2%	1.82%
EOG	Eog Resources Inc Energy	Reduced	40,083	-13,033	$5,794,799	+3.9%	1.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	17,977	+424	$3,744,069	−7.6%	1.07%
MSFT	Microsoft Corp Technology	Added	9,954	+410	$3,684,672	−20.2%	1.05%
GLDM	World Gold Trust	Reduced	38,898	-52	$3,605,455	+8.4%	1.03%
META	Meta Platforms, Inc. Communication Services	Added	6,213	+2,020	$3,554,643	+28.4%	1.01%
GOOGL	Alphabet Inc. Communication Services	Added	11,304	+927	$3,250,578	+0.1%	0.93%
OZK	Bank OZK Financial Services	Reduced	61,746	-48	$2,833,523	−0.4%	0.81%
SYM	Symbotic Inc. Industrials	Reduced	52,505	-669	$2,793,266	−11.7%	0.79%
BLK	BlackRock, Inc. Financial Services	Added	2,308	+1,862	$2,219,626	+365.0%	0.63%
INTC	Intel Corp Technology	Added	49,296	+42,375	$2,175,432	+751.8%	0.62%
XOM	Exxon Mobil Corp Energy	Reduced	12,310	-1,852	$2,088,514	+22.5%	0.59%
CVX	Chevron Corp Energy	Reduced	9,958	-694	$2,060,310	+26.9%	0.59%
V	Visa Inc. Financial Services	Added	6,299	+117	$1,903,809	−12.2%	0.54%
AVGO	Broadcom Inc. Technology	Added	6,121	+406	$1,894,510	−4.2%	0.54%
JPM	Jpmorgan Chase & Co Financial Services	Added	6,175	+350	$1,816,438	−3.2%	0.52%
LRCX	Lam Research Corp Technology	Added	8,439	+716	$1,803,076	+36.4%	0.51%
VZ	Verizon Communications Inc Communication Services	Added	34,384	+1,210	$1,726,076	+27.7%	0.49%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	10,306	-651	$1,703,994	−3.0%	0.48%
GAIN	Gladstone Investment Corporationde Financial Services	Added	119,068	+7,739	$1,690,765	+8.7%	0.48%
CSWC	Capital Southwest Corp Financial Services	Added	71,174	+4,956	$1,574,368	+7.3%	0.45%
TRIN	Trinity Capital Inc. Financial Services	Added	105,499	+7,213	$1,551,890	+7.8%	0.44%
MAIN	Main Street Capital CORP Financial Services	Added	28,752	+1,166	$1,522,705	−8.6%	0.43%
GBDC	GOLUB CAPITAL BDC, Inc. Financial Services	Added	119,692	+2,471	$1,515,300	−4.7%	0.43%
ARCC	Ares Capital Corp Financial Services	Added	83,838	+11,540	$1,510,760	+3.3%	0.43%
HTGC	Hercules Capital, Inc. Financial Services	Added	98,333	+8,736	$1,452,378	−13.9%	0.41%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	8,988	+609	$1,435,383	+11.5%	0.41%
NFLX	Netflix Inc Communication Services	Added	14,790	+2,121	$1,422,058	+19.7%	0.40%
GLD	Spdr Gold Trust	Reduced	3,267	-46	$1,405,757	+7.1%	0.40%
BXSL	Blackstone Secured Lending Fund Financial Services	Added	59,101	+5,688	$1,400,102	−0.4%	0.40%
FDUS	FIDUS INVESTMENT Corp Financial Services	Added	79,654	+6,733	$1,387,572	−1.4%	0.39%
TSLX	Sixth Street Specialty Lending, Inc. Financial Services	Added	74,798	+6,716	$1,374,787	−7.0%	0.39%
IBIT	iShares Bitcoin Trust ETF	NEW	33,781	NEW	$1,297,866	NEW	0.37%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	3,823	+392	$1,291,982	+23.9%	0.37%
HD	Home Depot, Inc. Consumer Cyclical	Added	3,889	+57	$1,279,053	−3.0%	0.36%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	2,627	-57	$1,258,858	−6.7%	0.36%
OBDC	Blue Owl Capital Corp Financial Services	Added	113,334	+11,599	$1,253,474	−0.9%	0.36%
USB	US Bancorp De Financial Services	Reduced	23,732	-3,549	$1,234,301	−15.2%	0.35%
KLAC	Kla Corp Technology	Added	830	+112	$1,222,100	+40.1%	0.35%
MA	Mastercard Inc Financial Services	Added	2,440	+102	$1,219,170	−8.7%	0.35%
MSDL	Morgan Stanley Direct Lending Fund Financial Services	Added	86,033	+9,051	$1,201,020	−5.3%	0.34%
TXN	Texas Instruments Inc Technology	Added	6,139	+675	$1,191,825	+25.7%	0.34%
GLAD	Gladstone Capital Corp Financial Services	Added	68,107	+7,463	$1,181,656	−5.7%	0.34%