Latest Legacy Capital Wealth Partners, LLC Stock Portfolio

Legacy Capital Wealth Partners, LLC Performance:

2025 Q4: 1.52%YTD: 7.78%2024: 2.79%

Performance for 2025 Q4 is 1.52%, and YTD is 7.78%, and 2024 is 2.79%.

About Legacy Capital Wealth Partners, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Legacy Capital Wealth Partners, LLC reported an equity portfolio of $465.9 Millions as of 31 Dec, 2025.

The top stock holdings of Legacy Capital Wealth Partners, LLC are WMT, JBHT, TSLA. The fund has invested 12.5% of it's portfolio in WALMART INC and 5% of portfolio in HUNT J B TRANS SVCS INC.

The fund managers got completely rid off ISHARES TR (AMPS), ISHARES TR (IJR) and UNILEVER PLC stocks. They significantly reduced their stock positions in ROCKET LAB CORP, INTEL CORP (INTC) and SPDR SERIES TRUST (BIL). Legacy Capital Wealth Partners, LLC opened new stock positions in UNILEVER PLC, SPDR SERIES TRUST (BIL) and FRANKLIN BSP RLTY TR INC (FBRT). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SERVICENOW INC (NOW) and TEXAS PACIFIC LAND CORPORATI (TPL).

Legacy Capital Wealth Partners, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy Capital Wealth Partners, LLC made a return of 1.52% in the last quarter. In trailing 12 months, it's portfolio return was 7.78%.

Performance
S&P 500

New Buys

Ticker	$ Bought
unilever plc	1,068,050
totalenergies se	608,144
spdr series trust	539,465
franklin bsp rlty tr inc	500,400
automatic data processing in	353,823
bny mellon etf trust ii	341,652
innovator etfs trust	277,201
zoetis inc	275,329

New stocks bought by Legacy Capital Wealth Partners, LLC

Additions

Ticker	% Inc.
netflix inc	1,012
servicenow inc	601
texas pacific land corporati	207
ab active etfs inc	200
dimensional etf trust	172
select sector spdr tr	132
select sector spdr tr	127
select sector spdr tr	119

Additions to existing portfolio by Legacy Capital Wealth Partners, LLC

Reductions

Ticker	% Reduced
rocket lab corp	-67.13
innovator etfs trust	-59.61
intel corp	-58.52
spdr series trust	-54.11
pimco etf tr	-49.58
ishares tr	-39.16
enbridge inc	-37.17
sempra	-36.42

Legacy Capital Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
ishares tr	-2,701,820
wisdomtree tr	-555,246
unilever plc	-1,080,250
lithium amers corp new	-100,336
pimco etf tr	-376,723
capricor therapeutics inc	-86,520
bit digital inc	-30,000
totalenergies se	-522,586

Legacy Capital Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Legacy Capital Wealth Partners, LLC has about 44.8% of it's holdings in Others sector.

Sector	%
Others	44.8
Consumer Defensive	14.1
Industrials	8.5
Technology	7.8
Financial Services	7.7
Consumer Cyclical	7.3
Healthcare	2.6
Energy	2.6
Communication Services	2.6

Market Cap. Distribution

Legacy Capital Wealth Partners, LLC has about 49.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	44.6
MEGA-CAP	26.4
LARGE-CAP	22.9
MID-CAP	4.1
SMALL-CAP	2

Stocks belong to which Index?

About 47.1% of the stocks held by Legacy Capital Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	52.3
S&P 500	47.1

Top 5 Winners (%)		%
MU	micron technology inc	70.5 %
	lithium argentina ag	67.1 %
JBHT	hunt j b trans svcs inc	44.9 %
LLY	eli lilly & co	38.5 %
	barrick mng corp	31.8 %

Top 5 Winners ($)		$
JBHT	hunt j b trans svcs inc	7.2 M
WMT	walmart inc	4.4 M
SPY	spdr s&p 500 etf tr	2.1 M
GPS	gap inc	1.6 M
GOOG	alphabet inc	0.7 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.5 %
NOW	servicenow inc	-74.1 %
TPL	texas pacific land corporati	-59.9 %
XLB	select sector spdr tr	-42.9 %
XLB	select sector spdr tr	-42.1 %

Top 5 Losers ($)		$
NFLX	netflix inc	-7.6 M
NOW	servicenow inc	-1.8 M
TPL	texas pacific land corporati	-1.0 M
XLB	select sector spdr tr	-0.4 M
EOG	eog res inc	-0.4 M

Legacy Capital Wealth Partners, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Legacy Capital Wealth Partners, LLC

Legacy Capital Wealth Partners, LLC has 375 stocks in it's portfolio. About 32.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. JBHT was the most profitable stock for Legacy Capital Wealth Partners, LLC last quarter.

Last Reported on: 16 Jan, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	1.43	24,491	6,658,120	added	1.16

AAXJ	ishares tr	0.47	71,190	2,204,060	added	7.76

AAXJ	ishares tr	0.22	9,010	1,026,420	reduced	-0.36

AAXJ	ishares tr	0.15	7,473	711,579	added	1.21

AAXJ	ishares tr	0.06	2,534	271,417	reduced	-10.68

AAXJ	ishares tr	0.04	2,574	207,541	reduced	-39.16

ABBV	abbvie inc	0.20	4,034	921,770	reduced	-10.95

ABC	cencora inc	0.15	2,102	710,043	reduced	-3.62

ABNB	airbnb inc	0.05	1,849	250,946	added	0.98

ABT	abbott labs	0.09	3,514	440,264	reduced	-4.12

ACES	alps etf tr	0.19	33,627	876,656	reduced	-3.57

ACIO	etf ser solutions	0.50	53,688	2,346,180	added	0.51

ACN	accenture plc ireland	0.14	2,453	658,140	reduced	-2.58

ACT	advisorshares tr	0.02	17,580	78,758	new

ADP	automatic data processing in	0.08	1,376	353,823	new

AEMB	american centy etf tr	0.43	19,618	2,000,670	added	6.36

AEMB	american centy etf tr	0.18	12,030	856,509	reduced	-0.15

AEMB	american centy etf tr	0.13	8,136	616,465	reduced	-12.6

AFK	vaneck etf trust	0.05	2,435	252,169	unchanged	0.00

AFLG	first tr exchng traded fd vi	1.73	140,953	8,042,780	reduced	-6.92