Legacy Capital Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Legacy Capital Wealth Partners, LLC

Investment Activity

Legacy Capital Wealth Partners, LLC has $521.39 million in total holdings as of June 30, 2026.
Legacy Capital Wealth Partners, LLC owns shares of 377 different stocks, but just 126 companies or ETFs make up 80% of its holdings.
Approximately 9.41% of the portfolio was purchased this quarter.
About 11.30% of the portfolio was sold this quarter.
This quarter, Legacy Capital Wealth Partners, LLC has purchased 385 new stocks and bought additional shares in 168 stocks.
Legacy Capital Wealth Partners, LLC sold shares of 136 stocks and completely divested from 52 stocks this quarter.

Largest Holdings

WALMART INC: $60,852,939
J.B. Hunt Transport Services: $33,908,461
D.R. Horton: $16,424,596
First Trust Rising Dividend Achievers ETF: $12,454,832
Tesla: $9,972,847

Largest New Holdings this Quarter

78433H303 - NEOS S&P 500 High Income ETF: $6,684,991 Holding
886364637 - FolioBeyond Alternative Income and Interest Rate Hedge ETF: $1,678,653 Holding
464287689 - iShares Russell 3000 ETF: $878,384 Holding
33733E690 - FIRST TR EXCHANGE-TRADED FD: $690,791 Holding
25179M103 - Devon Energy: $673,847 Holding

Largest Purchases this Quarter

NEOS S&P 500 High Income ETF: 125,918 shares (about $6.68M)
WALMART INC: 46,175 shares (about $5.23M)
J.B. Hunt Transport Services: 11,062 shares (about $3.20M)
KLA: 8,070 shares (about $2.43M)
FolioBeyond Alternative Income and Interest Rate Hedge ETF: 46,372 shares (about $1.68M)

Largest Sales this Quarter

SPDR S&P 500 ETF Trust: 54,845 shares (about $14.59M)
Invesco S&P 500 Equal Weight ETF: 19,313 shares (about $4.11M)
BLACKROCK INC: 1,905 shares (about $1.83M)
D.R. Horton: 7,531 shares (about $1.23M)
Vanguard Value ETF: 4,587 shares (about $999.71K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
WALMART INC	$60,852,939	$5,229,784 â–²	9.4%	537,285	11.7%	COM
JBHT J.B. Hunt Transport Services	$33,908,461	$3,201,675 â–²	10.4%	117,156	6.5%	Industrials
DHI D.R. Horton	$16,424,596	$1,226,645 â–¼	-6.9%	100,839	3.2%	Consumer Discretionary
RDVY First Trust Rising Dividend Achievers ETF	$12,454,832	$65,731 â–¼	-0.5%	161,249	2.4%	ETF
TSLA Tesla	$9,972,847	$967,380 â–¼	-8.8%	23,711	1.9%	Consumer Discretionary
RWL Invesco S&P 500 Revenue ETF	$9,349,916	$48,218 â–²	0.5%	79,115	1.8%	ETF
FJUN FT Vest U.S. Equity Buffer ETF - June	$9,027,091	$182,668 â–²	2.1%	150,577	1.7%	ETF
IVV iShares Core S&P 500 ETF	$8,970,945	$95,109 â–¼	-1.0%	11,979	1.7%	ETF
NVDA NVIDIA	$8,279,898	$378,569 â–²	4.8%	41,381	1.6%	Technology
PKW Invesco BuyBack Achievers ETF	$7,475,394	$29,505 â–¼	-0.4%	58,527	1.4%	ETF
AAPL Apple	$7,390,289	$114,876 â–²	1.6%	25,540	1.4%	Technology
VOO Vanguard S&P 500 ETF	$7,209,209	$449,159 â–¼	-5.9%	10,497	1.4%	ETF
SPYI NEOS S&P 500 High Income ETF	$6,684,991	$6,684,991 â–²	New Holding	125,918	1.3%	ETF
FAUG FT Vest U.S. Equity Buffer ETF - August	$6,672,324	$157,310 â–²	2.4%	118,084	1.3%	ETF
INTC Intel	$6,205,349	$677,909 â–¼	-9.8%	44,441	1.2%	Technology
GAP INC	$5,676,927	$6,034 â–²	0.1%	303,904	1.1%	COM
EOG EOG Resources	$5,223,681	$23,740 â–²	0.5%	40,266	1.0%	Energy
SPY SPDR S&P 500 ETF Trust	$4,988,764	$14,594,024 â–¼	-74.5%	18,748	1.0%	ETF
GOOGL Alphabet	$4,874,514	$834,814 â–²	20.7%	13,640	0.9%	Communication Services
JAAA Janus Henderson AAA CLO ETF	$4,676,244	$442,445 â–²	10.5%	92,617	0.9%	ETF
YMAR FT Vest International Equity Moderate Buffer ETF - March	$4,569,982	$68,834 â–²	1.5%	162,062	0.9%	ETF
MSFT Microsoft	$3,989,815	$276,780 â–²	7.5%	10,696	0.8%	Technology
AMZN Amazon.com	$3,963,356	$321,282 â–¼	-7.5%	16,629	0.8%	Consumer Discretionary
META Meta Platforms	$3,485,051	$14,645 â–¼	-0.4%	6,187	0.7%	Communication Services
DFAC Dimensional U.S. Core Equity 2 ETF	$3,313,342	$2,395 â–²	0.1%	74,692	0.6%	ETF
OZK Bank OZK	$3,223,004	$6,667 â–²	0.2%	61,874	0.6%	Finance
LAM RESEARCH CORP	$3,163,446	$493,584 â–¼	-13.5%	7,300	0.6%	COM NEW
GMO ETF TRUST	$3,132,732	$76,747 â–²	2.5%	105,231	0.6%	GMO US VALUE
DFAU Dimensional US Core Equity Market ETF	$3,101,571	$307,764 â–¼	-9.0%	60,003	0.6%	ETF
GLDM SPDR Gold MiniShares Trust	$3,101,104	$11,834 â–²	0.4%	39,047	0.6%	ETF
SYM Symbotic	$2,854,909	$494,810 â–²	21.0%	63,513	0.5%	Industrials
BILZ PIMCO Ultra Short Government Active ETF	$2,723,863	$2,927 â–²	0.1%	26,988	0.5%	ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$2,723,088	$256,670 â–²	10.4%	66,255	0.5%	ETF
KLAC KLA	$2,685,346	$2,434,915 â–²	972.3%	8,900	0.5%	Technology
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$2,661,006	$9,505 â–²	0.4%	72,231	0.5%	ETF
PFF iShares Preferred and Income Securities ETF	$2,607,292	$139,797 â–²	5.7%	85,513	0.5%	ETF
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$2,572,995	$584,501 â–²	29.4%	25,523	0.5%	ETF
DFAI Dimensional International Core Equity Market ETF	$2,441,884	$72,105 â–¼	-2.9%	59,197	0.5%	ETF
AVUV Avantis U.S. Small Cap Value ETF	$2,385,115	$55,018 â–²	2.4%	19,118	0.5%	ETF
AVGO Broadcom	$2,367,485	$55,154 â–²	2.4%	6,267	0.5%	Technology
AOK iShares Core 30/70 Conservative Allocation ETF	$2,276,381		0.0%	54,879	0.4%	ETF
MU Micron Technology	$2,264,882	$32,322 â–²	1.4%	1,962	0.4%	Technology
V Visa	$2,199,723	$38,766 â–²	1.8%	6,412	0.4%	Finance
ACIO Aptus Collared Investment Opportunity ETF	$2,176,508	$12,135 â–²	0.6%	47,172	0.4%	ETF
MLPX Global X MLP & Energy Infrastructure ETF	$2,169,441	$31,085 â–²	1.5%	29,452	0.4%	ETF
TSM Taiwan Semiconductor Manufacturing	$2,137,557	$311,846 â–²	17.1%	4,476	0.4%	Technology
GOOG Alphabet	$2,086,230	$81,273 â–²	4.1%	5,904	0.4%	Communication Services
EFA iShares MSCI EAFE ETF	$2,075,644	$260,222 â–²	14.3%	19,981	0.4%	ETF
AMAT Applied Materials	$2,044,729	$370,914 â–¼	-15.4%	2,828	0.4%	Technology
JPM JPMorgan Chase & Co.	$2,016,313	$4,910 â–¼	-0.2%	6,160	0.4%	Finance
TRIN Trinity Capital	$1,931,965	$44,582 â–²	2.4%	107,991	0.4%	Finance
IWF iShares Russell 1000 Growth ETF	$1,863,234	$1,528,358 â–²	456.4%	15,006	0.4%	ETF
FTLS First Trust Long/Short Equity ETF	$1,831,399	$29,741 â–²	1.7%	24,816	0.4%	ETF
XOM ExxonMobil	$1,795,692	$112,658 â–²	6.7%	13,134	0.3%	Energy
CSWC Capital Southwest	$1,774,490	$82,695 â–²	4.9%	74,653	0.3%	Finance
FIRST TR EXCHANGE-TRADED FD	$1,772,808	$217,051 â–²	14.0%	90,588	0.3%	WCM INTL EQUITY
GAIN Gladstone Investment	$1,759,851	$80,933 â–¼	-4.4%	113,833	0.3%	Finance
ARISTA NETWORKS INC	$1,759,447	$288,966 â–²	19.7%	10,357	0.3%	COM SHS
PM Philip Morris International	$1,749,822	$114,701 â–¼	-6.2%	9,672	0.3%	Consumer Staples
DFAT Dimensional U.S. Targeted Value ETF	$1,733,690	$37,677 â–¼	-2.1%	24,802	0.3%	ETF
GLADSTONE CAP CORP	$1,730,558	$407,918 â–²	30.8%	89,112	0.3%	COM NEW
OBDC Blue Owl Capital	$1,720,675	$488,736 â–²	39.7%	158,296	0.3%	Finance
MAIN Main Street Capital	$1,712,885	$221,218 â–²	14.8%	33,016	0.3%	Finance
HTGC Hercules Capital	$1,711,771	$161,059 â–²	10.4%	108,546	0.3%	Finance
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF	$1,678,653	$1,678,653 â–²	New Holding	46,372	0.3%	ETF
MORGAN STANLEY DIRECT LENDIN	$1,676,350	$375,534 â–²	28.9%	110,870	0.3%	COM SHS
ARCC Ares Capital	$1,663,797	$110,272 â–²	7.1%	89,789	0.3%	Finance
FDUS Fidus Investment	$1,639,829	$120,827 â–²	8.0%	85,990	0.3%	Finance
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$1,632,997	$60,300 â–²	3.8%	55,544	0.3%	ETF
TXN Texas Instruments	$1,600,968	$228,923 â–¼	-12.5%	5,371	0.3%	Technology
GOLDMAN SACHS ETF TR	$1,575,762	$58,627 â–²	3.9%	28,356	0.3%	S&P 500 PREMIUM
TSLX Sixth Street Specialty Lending	$1,551,815	$267,527 â–²	20.8%	90,379	0.3%	Finance
IWD iShares Russell 1000 Value ETF	$1,544,279	$632,985 â–²	69.5%	6,370	0.3%	ETF
GBDC Golub Capital BDC	$1,524,102	$17,530 â–¼	-1.1%	118,331	0.3%	Finance
CWB SPDR Bloomberg Convertible Securities ETF	$1,513,505	$25,554 â–²	1.7%	14,037	0.3%	ETF
BRK.B Berkshire Hathaway	$1,508,787	$194,166 â–²	14.8%	3,015	0.3%	Finance
CVX Chevron	$1,500,851	$149,853 â–¼	-9.1%	9,054	0.3%	Energy
VZ Verizon Communications	$1,458,281	$2,456 â–²	0.2%	34,442	0.3%	Communication Services
HD Home Depot	$1,407,967	$36,328 â–²	2.6%	3,992	0.3%	Consumer Discretionary
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$1,406,429	$27,683 â–²	2.0%	34,598	0.3%	ETF
TJX TJX Companies	$1,390,012	$28,330 â–²	2.1%	9,175	0.3%	Consumer Discretionary
ASML ASML	$1,385,016	$197,007 â–²	16.6%	696	0.3%	Technology
UCON First Trust TCW Unconstrained Plus Bond ETF	$1,357,237	$44,958 â–²	3.4%	54,551	0.3%	ETF
FIRST TR EXCHNG TRADED FD VI	$1,348,516	$41,225 â–²	3.2%	48,282	0.3%	FT VEST LAD
FTCS First Trust Capital Strength ETF	$1,341,025	$2,912 â–¼	-0.2%	14,278	0.3%	ETF
BNY MELLON ETF TRUST II	$1,338,251	$296,050 â–²	28.4%	39,960	0.3%	DYNAMIC VALUE
GWW W.W. Grainger	$1,298,336	$130,650 â–¼	-9.1%	954	0.2%	Industrials
IEFA iShares Core MSCI EAFE ETF	$1,282,469	$14,213 â–²	1.1%	20,663	0.2%	ETF
MA Mastercard	$1,276,220	$23,111 â–²	1.8%	2,485	0.2%	Finance
UNP Union Pacific	$1,244,859	$4,352 â–²	0.4%	4,577	0.2%	Industrials
GLD SPDR Gold Shares	$1,231,126	$27,629 â–²	2.3%	3,342	0.2%	ETF
TCHP T. Rowe Price Blue Chip Growth ETF	$1,212,405		0.0%	24,205	0.2%	ETF
FTSL First Trust Senior Loan ETF	$1,169,758	$49,583 â–²	4.4%	26,140	0.2%	ETF
PG Procter & Gamble	$1,134,799	$134,023 â–²	13.4%	7,739	0.2%	Consumer Staples
ISHARES BITCOIN TRUST ETF	$1,124,569		0.0%	33,781	0.2%	SHS BEN INT
NFLX Netflix	$1,110,331	$54,335 â–²	5.1%	15,551	0.2%	Communication Services
ORLY O'Reilly Automotive	$1,109,345	$24,128 â–²	2.2%	12,046	0.2%	Consumer Discretionary
PH Parker-Hannifin	$1,084,189	$57,732 â–²	5.6%	1,108	0.2%	Industrials
LLY Eli Lilly and Company	$1,076,152	$65,985 â–²	6.5%	897	0.2%	Healthcare
DFEM Dimensional Emerging Markets Core Equity 2 ETF	$1,047,212	$58,034 â–¼	-5.3%	25,768	0.2%	ETF

Showing largest 100 holdings. View all holdings.

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Legacy Capital Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Legacy Capital Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Legacy Capital Wealth Partners, LLC Top Holdings and 13F Report (2026)

About Legacy Capital Wealth Partners, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLegacy Capital Wealth Partners, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools