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Q2 2026 13F · SEC CIK 1766228

Legacy Capital Wealth Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$521.4M
Reported positions
377
Top holdings a year, 3 yrs
+18.6%
Assets under management
$1.5B

Legacy Capital Wealth Partners, LLC is a wealth manager that reported 377 positions worth $521.4M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Walmart Inc (WMT, 11.7%), Hunt J B Trans Svcs Inc (JBHT, 6.5%), DR Horton Inc (DHI, 3.1%). A portfolio copying its top holdings returned 18.6% a year over the last 3 years, against 20.4% for the S&P 500.

Legacy Capital Wealth Partners, LLC holdings largest 50 of 377 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Capital Wealth Partners, LLC 13F holdings
Stock% of 13F valueShare changeReported value
WMTWalmart Inc11.7%+9.4%$60.9M
JBHTHunt J B Trans Svcs Inc6.5%+10.4%$33.9M
DHIDR Horton Inc3.1%-6.9%$16.4M
RDVYFirst Trust Rising Dividend Achievers Et2.4%-0.5%$12.5M
TSLATesla Inc Com1.9%-8.8%$10.0M
RWLInvesco S&p 500 Revenue ETF1.8%+0.5%$9.3M
FJUNFirst Tr Exchng Traded Fd Vi1.7%+2.1%$9.0M
IVVIshares Core S&p 500 ETF1.7%-1.0%$9.0M
NVDANvidia Corporation Com1.6%+4.8%$8.3M
PKWInvesco Exchange Traded Fd T1.4%-0.4%$7.5M
AAPLApple Inc1.4%+1.6%$7.4M
VOOVanguard S&p 500 ETF1.4%-5.9%$7.2M
SPYINeos ETF Trust1.3%—$6.7M
FAUGFirst Tr Exchng Traded Fd Vi1.3%+2.4%$6.7M
INTCIntel Corp1.2%-9.8%$6.2M
GPSGap Inc1.1%+0.1%$5.7M
EOGEog Res Inc1.0%+0.5%$5.2M
SPYSpdr S&p 500 ETF Tr1.0%-74.5%$5.0M
GOOGLAlphabet Inc0.9%+20.7%$4.9M
JAAAJanus Detroit Str Tr0.9%+10.5%$4.7M
YMARFirst Tr Exchng Traded Fd Vi0.9%+1.5%$4.6M
MSFTMicrosoft Corp0.8%+7.5%$4.0M
AMZNAmazon Com Inc Com0.8%-7.5%$4.0M
METAMeta Platforms Inc Class A0.7%-0.4%$3.5M
DFACDimensional U.s. Core Equity 20.6%+0.1%$3.3M
OZKBank Ozk Little Rock Ark0.6%+0.2%$3.2M
LRCXLam Research Corp0.6%-13.5%$3.2M
GMOVGmo ETF Trust0.6%+2.5%$3.1M
DFAUDimensional US Core Equity Market ETF0.6%-9.0%$3.1M
GLDMWorld Gold Tr0.6%+0.4%$3.1M
SYMSymbotic Inc0.5%+21.0%$2.9M
BILZPimco ETF Tr0.5%+0.1%$2.7M
TCAFT Rowe Price ETF Inc Capital Appreciatio0.5%+10.4%$2.7M
KLACKla Corp0.5%—$2.7M
DFAXDimensional World Ex U.s. Core0.5%+0.4%$2.7M
PFFIshares Tr0.5%+5.7%$2.6M
MINTPimco ETF Tr0.5%+29.4%$2.6M
DFAIDimensional International Core Equity Ma0.5%-2.9%$2.4M
AVUVAvantis US Small Cap Value ETF0.5%+2.4%$2.4M
AVGOBroadcom Inc0.5%+2.4%$2.4M
AOKIshares Tr0.4%+0.0%$2.3M
MUMicron Technology Inc0.4%—$2.3M
VVisa Inc Com Cl A0.4%+1.8%$2.2M
ACIOAptus Collared Investment Opp ETF0.4%+0.6%$2.2M
MLPXGlobal X Fds0.4%+1.5%$2.2M
TSMTaiwan Semiconductor Manufac0.4%—$2.1M
GOOGAlphabet Inc0.4%—$2.1M
EFAiShs MSCI EAFE0.4%—$2.1M
AMATApplied Matls Inc0.4%—$2.0M
JPMJpmorgan Chase & Co0.4%-0.2%$2.0M

What Legacy Capital Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+23.6% /yr
S&P 500 +20.1%
3 years
+18.6% /yr
S&P 500 +20.4%
5 years
+9.9% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$521.4M377
Q1 2026$485.4M385
Q4 2025$465.9M376
Q3 2025$459.8M378
Q2 2025$439.3M366
Q1 2025$406.5M351
Q4 2024$404.1M337
Q3 2024$500.1M357
Q2 2024$392.6M298
Q1 2024$140.6M112
Q4 2023$352.9M283
Q3 2023$364.4M281

Questions about Legacy Capital Wealth Partners, LLC's portfolio

What stocks does Legacy Capital Wealth Partners, LLC own?

Legacy Capital Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 377 positions worth $521.4M. The largest are Walmart Inc (WMT) at 11.7%, Hunt J B Trans Svcs Inc (JBHT) at 6.5%, DR Horton Inc (DHI) at 3.1%, First Trust Rising Dividend Achievers Et (RDVY) at 2.4% and Tesla Inc Com (TSLA) at 1.9%.

What did Legacy Capital Wealth Partners, LLC buy last quarter?

In Q2 2026, Legacy Capital Wealth Partners, LLC added Pimco ETF Tr (MINT) (+29.4% shares), Symbotic Inc (SYM) (+21.0% shares) and Alphabet Inc (GOOGL) (+20.7% shares), compared with its Q1 2026 filing.

What did Legacy Capital Wealth Partners, LLC sell last quarter?

In Q2 2026, Legacy Capital Wealth Partners, LLC cut from its top 50 Invesco S&p 500 Equal Weight ETF (RSP), cut from its top 50 Blackrock Inc (BLK), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Proshares Tr (SH), Spdr S&p 500 ETF Tr (SPY) (-74.5% shares), Lam Research Corp (LRCX) (-13.5% shares) and Intel Corp (INTC) (-9.8% shares), compared with its Q1 2026 filing.

How has Legacy Capital Wealth Partners, LLC's portfolio performed?

A portfolio copying Legacy Capital Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.6% against +20.1%. Over 5 years: +9.9% a year against +11.6%.

When is Legacy Capital Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Capital Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legacy Capital Wealth Partners, LLC manage?

Legacy Capital Wealth Partners, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $521.4M.