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Latest Legacy Capital Wealth Partners, LLC Stock Portfolio

$485Million | No. of Holdings #384

Legacy Capital Wealth Partners, LLC Performance

2026 Q1-0.02%
YTD-0.02%
2025+11.95%

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

On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Capital Wealth Partners, LLC reported an equity portfolio of $485.4 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Legacy Capital Wealth Partners, LLC are WMT, JBHT, DHI. The fund has invested 12.6% of it's portfolio in WALMART INC and 4.6% of portfolio in HUNT J B TRANS SVCS INC. <br><br> The fund managers got completely rid off NEOS ETF TRUST (KOCG), SPDR SERIES TRUST (BIL) and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in GALLAGHER ARTHUR J & CO (AJG), GENERAL DYNAMICS CORP (GD) and ROSS STORES INC (ROST). Legacy Capital Wealth Partners, LLC opened new stock positions in D R HORTON INC (DHI), INVESCO EXCHANGE TRADED FD T (CSD) and PROSHARES TR. The fund showed a lot of confidence in some stocks as they added substantially to INTEL CORP (INTC), BLACKROCK INC and NOVO-NORDISK A S (NVO).
Legacy Capital Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
$485Million
  as of May 15, 2026

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 -0.02% in the last quarter. In trailing 12 months, it's portfolio return was 14.67%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
d r horton inc14,870,600
invesco exchange traded fd t3,905,020
proshares tr1,816,730
first tr exchange-traded fd1,366,740
goldman sachs etf tr1,366,140
first tr exchange-traded fd1,333,170
ishares bitcoin trust etf1,297,870
innovator etfs trust708,602
New stocks bought by Legacy Capital Wealth Partners, LLC

Additions

Ticker% Inc.
intel corp612
blackrock inc417
bny mellon etf trust ii164
novo-nordisk a s159
t rowe price etf inc134
dimensional etf trust88.38
apollo global mgmt inc74.18
diageo plc66.22
Additions to existing portfolio by Legacy Capital Wealth Partners, LLC

Reductions

Ticker% Reduced
gallagher arthur j & co-49.27
general dynamics corp-45.74
ross stores inc-39.62
johnson & johnson-38.34
invesco exchange traded fd t-37.84
barrick mng corp-37.46
dimensional etf trust-35.31
service corp intl-35.07
Legacy Capital Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
neos etf trust-3,996,380
spdr series trust-3,861,610
exact sciences corp-41,837
j p morgan exchange traded f-2,338,250
cava group inc-1,292,650
franklin bsp rlty tr inc-500,400
tractor supply co-449,518
enbridge inc-384,498
Legacy Capital Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Legacy Capital Wealth Partners, LLC has about 43.8% of it's holdings in Others sector.

  • Others
  • Consumer Defensive
  • Consumer Cyclical
  • Industrials
  • Technology
  • Financial Services
  • Energy
  • Communication Services
  • Healthcare
Sector%
Others43.8
Consumer Defensive14.2
Consumer Cyclical9.1
Industrials8.3
Technology7.9
Financial Services6.9
Energy2.8
Communication Services2.8
Healthcare2.3

Market Cap. Distribution

Legacy Capital Wealth Partners, LLC has about 52.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • SMALL-CAP
  • MID-CAP
Category%
UNALLOCATED43.7
MEGA-CAP28.1
LARGE-CAP24.5
SMALL-CAP2
MID-CAP1.6

Stocks belong to which Index?

About 49.1% of the stocks held by Legacy Capital Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others50.4
S&P 50049.1
Top 5 Winners (%)%
TPL
texas pacific land corporati
62.9 %
PR
permian resources corp
49.7 %
PSX
phillips 66
41.2 %
IBCE
ishares tr
39.9 %
COP
conocophillips
39.7 %
Top 5 Winners ($)$
WMT
walmart inc
6.5 M
JBHT
hunt j b trans svcs inc
2.0 M
EOG
eog res inc
1.8 M
XOM
exxon mobil corp
0.7 M
CVX
chevron corporation
0.6 M
Top 5 Losers (%)%
ACT
advisorshares tr
-52.0 %
APP
applovin corp
-40.8 %
EVGO
evgo inc
-40.4 %
ICLR
icon plc
-37.0 %
SF
stifel finl corp
-36.5 %
Top 5 Losers ($)$
TSLA
tesla inc
-2.0 M
SPY
state str spdr s&p 500 etf t
-1.7 M
MSFT
microsoft corp
-1.1 M
GPS
gap inc
-0.5 M
NVDA
nvidia corporation
-0.5 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 384 stocks in it's portfolio. About 32.9% of the portfolio is in top 10 stocks. TSLA proved to be the most loss making stock for the portfolio. WMT was the most profitable stock for Legacy Capital Wealth Partners, LLC last quarter.

$485.36MTotal Value
416Positions
15 May, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Capital Wealth Partners, LLC, last reported on 15 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0.51%80,928
$2.45M
0.51%
increased 13.68 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0.2%8,836
$984.1K
0.2%
decreased 1.93 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0.14%7,384
$701.1K
0.14%
decreased 1.19 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0.06%2,712
$287.9K
0.06%
increased 7.02 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Legacy Capital Wealth Partners, LLC's holding in Alps Etf Tr over time
0.18%33,627
$866.1K
0.18%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Legacy Capital Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.41%46,909
$1.97M
0.41%
decreased 12.63 percentreduced
ACT
Advisorshares Tr

Advisorshares Tr

ACT
Legacy Capital Wealth Partners, LLC's holding in Advisorshares Tr over time
0.01%17,580
$37.8K
0.01%
unchanged 0 percentunchanged
AEM
Agnico Eagle Mines Ltd

Agnico Eagle Mines Ltd

AEM
Legacy Capital Wealth Partners, LLC's holding in Agnico Eagle Mines Ltd over time
0.06%1,470
$298.4K
0.06%
increased 4.11 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Legacy Capital Wealth Partners, LLC's holding in American Centy Etf Tr over time
0.42%18,677
$2.06M
0.42%
decreased 4.8 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Legacy Capital Wealth Partners, LLC's holding in American Centy Etf Tr over time
0.18%11,982
$888.8K
0.18%
decreased 0.4 percentreduced