Legacy Capital Wealth Partners, LLC

Est. AUM

$483.3M

13F long equity, this entity only

Positions

383

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	WALMART INC	COM	$61.0M	491110	12.63%	SOLE
2	HUNT J B TRANS SVCS INC	COM	$22.5M	106094	4.65%	SOLE
3	D R HORTON INC	COM	$14.9M	108370	3.08%	SOLE
4	FIRST TR EXCHANGE TRADED FD	RISNG DIVD ACHIV	$10.6M	162100	2.18%	SOLE
5	TESLA INC	COM	$9.7M	26011	2.00%	SOLE
6	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.1M	73593	1.89%	SOLE
7	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$8.4M	78707	1.73%	SOLE
8	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$8.3M	147530	1.72%	SOLE
9	ISHARES TR	CORE S&P500 ETF	$7.9M	12106	1.64%	SOLE
10	GAP INC	COM	$7.3M	303581	1.52%	SOLE
11	INVESCO EXCHANGE TRADED FD T	BUYBACK ACHIEV	$7.0M	58758	1.44%	SOLE
12	NVIDIA CORPORATION	COM	$6.9M	39489	1.42%	SOLE
13	VANGUARD INDEX FDS	S&P 500 ETF SHS	$6.7M	11151	1.38%	SOLE
14	APPLE INC	COM	$6.4M	25143	1.32%	SOLE
15	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$6.0M	115300	1.24%	SOLE
16	EOG RES INC	COM	$5.8M	40083	1.20%	SOLE
17	FIRST TR EXCHNG TRADED FD VI	FT VEST INTER EQ	$4.3M	159621	0.89%	SOLE
18	JANUS DETROIT STR TR	HENDRSON AAA CL	$4.2M	83854	0.87%	SOLE
19	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$3.9M	20347	0.81%	SOLE
20	AMAZON COM INC	COM	$3.7M	17977	0.77%	SOLE
21	MICROSOFT CORP	COM	$3.7M	9954	0.76%	SOLE
22	WORLD GOLD TR	SPDR GLD MINIS	$3.6M	38898	0.75%	SOLE
23	META PLATFORMS INC	CL A	$3.6M	6213	0.74%	SOLE
24	ALPHABET INC	CAP STK CL A	$3.3M	11304	0.67%	SOLE
25	DIMENSIONAL ETF TRUST	US CORE EQT MKT	$3.0M	65957	0.62%	SOLE
26	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$2.9M	74638	0.60%	SOLE
27	GMO ETF TRUST	GMO US VALUE	$2.9M	102653	0.60%	SOLE
28	BANK OZK LITTLE ROCK ARK	COM	$2.8M	61746	0.59%	SOLE
29	SYMBOTIC INC	CLASS A COM	$2.8M	52505	0.58%	SOLE
30	PIMCO ETF TR	ULTRA SHORT GOVT	$2.7M	26959	0.56%	SOLE
31	ISHARES TR	PFD AND INCM SEC	$2.5M	80928	0.51%	SOLE
32	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$2.4M	71973	0.51%	SOLE
33	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$2.4M	60945	0.49%	SOLE
34	BLACKROCK INC	COM	$2.2M	2308	0.46%	SOLE
35	ISHARES TR	CORE 30/70 CONSE	$2.2M	54879	0.45%	SOLE
36	INTEL CORP	COM	$2.2M	49296	0.45%	SOLE
37	GLOBAL X FDS	GLB X MLP ENRG I	$2.1M	29030	0.44%	SOLE
38	T ROWE PRICE ETF INC	CAP APPRECIATION	$2.1M	60010	0.44%	SOLE
39	EXXON MOBIL CORP	COM	$2.1M	12310	0.43%	SOLE
40	AMERICAN CENTY ETF TR	US SML CP VALU	$2.1M	18677	0.43%	SOLE
41	CHEVRON CORPORATION	COM	$2.1M	9958	0.43%	SOLE
42	PIMCO ETF TR	ENHAN SHRT MA AC	$2.0M	19725	0.41%	SOLE
43	ETF SER SOLUTIONS	APTUS COLLRD INV	$2.0M	46909	0.41%	SOLE
44	VISA INC	COM CL A	$1.9M	6299	0.39%	SOLE
45	BROADCOM INC	COM	$1.9M	6121	0.39%	SOLE
46	PROSHARES TR	SHORT S&P 500 NE	$1.8M	47897	0.38%	SOLE
47	JPMORGAN CHASE & CO	COM	$1.8M	6175	0.38%	SOLE
48	LAM RESEARCH CORP	COM NEW	$1.8M	8439	0.37%	SOLE
49	FIRST TR EXCHNG TRADED FD VI	FT VEST US EQT	$1.8M	42131	0.37%	SOLE
50	VERIZON COMMUNICATIONS INC	COM	$1.7M	34384	0.36%	SOLE

1–50 of 383

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.