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Latest Legacy Capital Wealth Partners, LLC Stock Portfolio

$480Million | No. of Holdings #370

Legacy Capital Wealth Partners, LLC Performance

2026 Q3-2.40%
YTD+5.57%
2025+11.95%

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

On 2026-10-21, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy Capital Wealth Partners, LLC reported an equity portfolio of $480.9 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Legacy Capital Wealth Partners, LLC are WMT, JBHT, AIRR. The fund has invested 9% of it's portfolio in WALMART INC and 5.5% of portfolio in HUNT J B TRANS SVCS INC. <br><br> The fund managers got completely rid off D R HORTON INC (DHI), INTEL CORP (INTC) and GLOBAL X FDS (AGNG) stocks. They significantly reduced their stock positions in ISHARES BITCOIN TRUST ETF, NEOS ETF TRUST (KOCG) and INTUITIVE SURGICAL INC (ISRG). Legacy Capital Wealth Partners, LLC opened new stock positions in NUVEEN VRIABL RAT PFD & INM, ISHARES TR (DMXF) and INVESCO EXCH TRADED FD TR II (BAB). The fund showed a lot of confidence in some stocks as they added substantially to SPDR SERIES TRUST (BIL), FIRST TR EXCHANGE-TRADED FD (BGLD) and VANGUARD INDEX FDS (VB).
Legacy Capital Wealth Partners, LLC Equity Portfolio Value
Last Reported on: 21 Oct, 2026
$480Million
  as of Oct 21, 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 -2.4% in the last quarter. In trailing 12 months, it's portfolio return was 9.49%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
nuveen vriabl rat pfd & inm2,548,590
exxonmobil holdings corp1,840,490
ishares tr826,784
invesco exch traded fd tr ii821,919
ishares tr704,407
cardinal health inc682,185
marriott intl inc new677,196
hewlett packard enterprise c422,696
New stocks bought by Legacy Capital Wealth Partners, LLC

Additions

Ticker% Inc.
spdr series trust1,091
first tr exchange-traded fd800
vanguard index fds324
amphenol corp107
monster beverage corp new101
ingredion inc67.83
home bancshares inc60.59
rbb fund trust49.08
Additions to existing portfolio by Legacy Capital Wealth Partners, LLC

Reductions

Ticker% Reduced
ishares bitcoin trust etf-72.7
neos etf trust-62.22
intuitive surgical inc-56.93
first tr exchange-traded fd-55.48
newmont corp-43.94
globe life inc-33.33
home depot inc-32.16
procter & gamble co-31.14
Legacy Capital Wealth Partners, LLC reduced stake in above stock

Sold off

Ticker$ Sold
d r horton inc-16,424,600
intel corp-6,205,350
westrock coffee co-279,795
global x fds-2,169,440
warner bros discovery inc-458,525
dimensional etf trust-440,746
trulieve cannabis corp-151,038
plug pwr inc-40,650
Legacy Capital Wealth Partners, LLC got rid off the above stocks

Sector Distribution

Legacy Capital Wealth Partners, LLC has about 47.7% of it's holdings in Others sector.

  • Others
  • Consumer Defensive
  • Technology
  • Industrials
  • Financial Services
  • Consumer Cyclical
  • Communication Services
  • Energy
  • Healthcare
Sector%
Others47.7
Consumer Defensive10.5
Technology10.4
Industrials8.8
Financial Services7.5
Consumer Cyclical5.8
Communication Services3
Energy2.4
Healthcare2.3

Market Cap. Distribution

Legacy Capital Wealth Partners, LLC has about 46.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
  • MID-CAP
  • SMALL-CAP
Category%
UNALLOCATED47.7
MEGA-CAP26
LARGE-CAP20.1
MID-CAP3.6
SMALL-CAP2.5

Stocks belong to which Index?

About 44.4% 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%
Others54.7
S&P 50044.4
Top 5 Winners (%)%
PLTR
palantir technologies inc
57.9 %
MPC
marathon pete corp
53.9 %
PSX
phillips 66
46.9 %
MSFT
microsoft corp
36.7 %
TMO
thermo fisher scientific inc
34.3 %
Top 5 Winners ($)$
MSFT
microsoft corp
1.5 M
GPS
gap inc
1.3 M
NVDA
nvidia corporation
1.2 M
AAPL
apple inc
1.1 M
META
meta platforms inc
0.8 M
Top 5 Losers (%)%
MNST
monster beverage corp new
-49.5 %
APH
amphenol corp
-44.7 %
MNTS
momentus inc
-42.4 %
KLAC
kla corp
-34.0 %
EVGO
evgo inc
-33.8 %
Top 5 Losers ($)$
JBHT
hunt j b trans svcs inc
-7.7 M
WMT
walmart inc
-4.5 M
TSLA
tesla inc
-1.5 M
KLAC
kla corp
-0.9 M
APH
amphenol corp
-0.8 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 370 stocks in it's portfolio. About 29.6% of the portfolio is in top 10 stocks. JBHT proved to be the most loss making stock for the portfolio. MSFT was the most profitable stock for Legacy Capital Wealth Partners, LLC last quarter.

$480.88MTotal Value
410Positions
21 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Legacy Capital Wealth Partners, LLC, last reported on 21 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0.56%90,719
$2.68M
0.56%
increased 6.09 percentadded
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0.06%2,895
$292.7K
0.06%
unchanged 0 percentunchanged
ACES
Alps Etf Tr

Alps Etf Tr

ACES
Legacy Capital Wealth Partners, LLC's holding in Alps Etf Tr over time
0.18%35,528
$871.9K
0.18%
increased 5.65 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Legacy Capital Wealth Partners, LLC's holding in Etf Ser Solutions over time
0.47%47,835
$2.24M
0.47%
increased 1.41 percentadded
ACSI
Tidal Trust I

Tidal Trust I

ACSI
Legacy Capital Wealth Partners, LLC's holding in Tidal Trust I over time
0.44%56,682
$2.10M
0.44%
increased 22.23 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Legacy Capital Wealth Partners, LLC's holding in Ishares Tr over time
0.05%3,175
$239.3K
0.05%
increased 8.58 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
0.5%20,468
$2.41M
0.5%
increased 7.06 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
0.2%12,579
$960.2K
0.2%
increased 5.07 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
0.15%7,806
$706.0K
0.15%
decreased 4.06 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
0.04%2,799
$213.4K
0.04%
increased 7.24 percentadded