Grufity logo
Grufity logo

Latest Legacy Capital Wealth Partners, LLC Stock Portfolio

$521Million | No. of Holdings #376

Legacy Capital Wealth Partners, LLC Performance

2026 Q2+8.19%
YTD+8.17%
2025+11.95%

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

On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Capital Wealth Partners, LLC reported an equity portfolio of $521.4 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Legacy Capital Wealth Partners, LLC are WMT, JBHT, DHI. The fund has invested 11.7% of it's portfolio in WALMART INC and 6.5% of portfolio in HUNT J B TRANS SVCS INC. <br><br> The fund managers got completely rid off PROSHARES TR, FIRST TR EXCHNG TRADED FD VI (AFLG) and VANGUARD BD INDEX FDS (BIV) stocks. They significantly reduced their stock positions in INVESCO EXCHANGE TRADED FD T (CSD), BLACKROCK INC and STATE STR SPDR S&P 500 ETF T (SPY). Legacy Capital Wealth Partners, LLC opened new stock positions in NEOS ETF TRUST (KOCG), TIDAL TRUST I (ACSI) and ISHARES TR (IJR). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (IJR), VANGUARD INDEX FDS (VB) and WARNER BROS DISCOVERY INC (WBD).
Legacy Capital Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$521Million
  as of Aug 12, 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 8.19% in the last quarter. In trailing 12 months, it's portfolio return was 16.95%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
neos etf trust6,684,990
tidal trust i1,678,650
ishares tr878,384
first tr exchange-traded fd690,791
devon energy corp new673,847
seagate technology hldngs pl645,585
spdr series trust634,422
monolithic pwr sys inc533,591
New stocks bought by Legacy Capital Wealth Partners, LLC

Additions

Ticker% Inc.
ishares tr456
vanguard index fds417
warner bros discovery inc127
rbb fund trust80.6
ishares tr69.46
ross stores inc59.06
plug pwr inc50.00
rbb fund trust45.62
Additions to existing portfolio by Legacy Capital Wealth Partners, LLC

Reductions

Ticker% Reduced
invesco exchange traded fd t-94.92
blackrock inc-82.54
state str spdr s&p 500 etf t-74.52
ishares tr-72.00
vanguard index fds-68.62
unitedhealth group inc-64.32
pimco etf tr-63.66
intuit-55.34
Legacy Capital Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
blackstone secd lending fd-1,400,100
proshares tr-1,816,730
first tr exchng traded fd vi-1,786,350
ishares ethereum tr-488,086
coterra energy inc-764,312
vanguard bd index fds-1,465,730
advisorshares tr-37,797
victory portfolios ii-661,905
Legacy Capital Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Legacy Capital Wealth Partners, LLC has about 41.9% of it's holdings in Others sector.

  • Others
  • Consumer Defensive
  • Technology
  • Industrials
  • Consumer Cyclical
  • Financial Services
  • Communication Services
  • Energy
  • Healthcare
Sector%
Others41.9
Consumer Defensive13.1
Technology10.3
Industrials10
Consumer Cyclical8.7
Financial Services6.9
Communication Services2.8
Energy2.3
Healthcare2

Market Cap. Distribution

Legacy Capital Wealth Partners, LLC has about 53% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED41.8
MEGA-CAP29.1
LARGE-CAP23.9
MID-CAP3
SMALL-CAP2.2

Stocks belong to which Index?

About 51.2% of the stocks held by Legacy Capital Wealth Partners, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
Index%
S&P 50051.2
Others48
Top 5 Winners (%)%
MU
micron technology inc
236.0 %
INTC
intel corp
205.8 %
PANW
palo alto networks inc
106.2 %
AMAT
applied matls inc
103.0 %
KLAC
kla corp
97.9 %
Top 5 Winners ($)$
JBHT
hunt j b trans svcs inc
8.7 M
SPY
state str spdr s&p 500 etf t
6.5 M
INTC
intel corp
4.5 M
DHI
d r horton inc
2.7 M
AIRR
first tr exchange traded fd
2.0 M
Top 5 Losers (%)%
VB
vanguard index fds
-70.8 %
IJR
ishares tr
-59.0 %
BSX
boston scientific corp
-28.7 %
INTU
intuit
-28.7 %
T
at&t inc
-28.6 %
Top 5 Losers ($)$
WMT
walmart inc
-5.7 M
IJR
ishares tr
-2.7 M
GPS
gap inc
-1.7 M
EOG
eog res inc
-0.6 M
VB
vanguard index fds
-0.6 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 376 stocks in it's portfolio. About 33.9% of the portfolio is in top 10 stocks. WMT 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.

$521.39MTotal Value
429Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Capital Wealth Partners, LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0.5%85,513
$2.61M
0.5%
increased 5.67 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0.06%2,895
$311.6K
0.06%
increased 6.75 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
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
0.17%33,627
$865.6K
0.17%
unchanged 0 percentunchanged
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Legacy Capital Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.42%47,172
$2.18M
0.42%
increased 0.56 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Legacy Capital Wealth Partners, LLC's holding in Tidal Trust I over time
0.32%46,372
$1.68M
0.32%
new position
ACT
Advisorshares Tr

Advisorshares Tr

ACT
Legacy Capital Wealth Partners, LLC's holding in Advisorshares Tr over time
0%0.00
$0.00
0%
decreased 100 percentsold off
ACWF
Ishares Tr

Ishares Tr

ACWF
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0.04%2,924
$221.6K
0.04%
new position