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 $485.36 million in total holdings as of March 31, 2026.
Legacy Capital Wealth Partners, LLC owns shares of 385 different stocks, but just 139 companies or ETFs make up 80% of its holdings.
Approximately 12.29% of the portfolio was purchased this quarter.
About 8.50% of the portfolio was sold this quarter.
This quarter, Legacy Capital Wealth Partners, LLC has purchased 376 new stocks and bought additional shares in 168 stocks.
Legacy Capital Wealth Partners, LLC sold shares of 147 stocks and completely divested from 31 stocks this quarter.

Largest Holdings

WALMART INC: $61,035,098
J.B. Hunt Transport Services: $22,481,319
D.R. Horton: $14,870,554
First Trust Rising Dividend Achievers ETF: $10,550,610
Tesla: $9,669,589

Largest New Holdings this Quarter

23331A109 - D.R. Horton: $14,870,554 Holding
46137V357 - Invesco S&P 500 Equal Weight ETF: $3,905,023 Holding
74349Y753 - PROSHARES TR: $1,816,733 Holding
33738D879 - FT Vest Rising Dividend Achievers Target Income ETF: $1,366,737 Holding
38149W622 - GOLDMAN SACHS ETF TR: $1,366,142 Holding

Largest Purchases this Quarter

D.R. Horton: 108,370 shares (about $14.87M)
Invesco S&P 500 Equal Weight ETF: 20,347 shares (about $3.91M)
Intel: 42,375 shares (about $1.87M)
PROSHARES TR: 47,897 shares (about $1.82M)
BLACKROCK INC: 1,862 shares (about $1.79M)

Largest Sales this Quarter

WALMART INC: 31,771 shares (about $3.95M)
J.B. Hunt Transport Services: 13,289 shares (about $2.82M)
EOG Resources: 13,033 shares (about $1.88M)
GAP INC: 75,000 shares (about $1.81M)
Johnson & Johnson: 2,160 shares (about $527.98K)

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	$61,035,098	$3,948,496 â–¼	-6.1%	491,110	12.6%	COM
JBHT J.B. Hunt Transport Services	$22,481,319	$2,815,939 â–¼	-11.1%	106,094	4.6%	Transportation
DHI D.R. Horton	$14,870,554	$14,870,554 â–²	New Holding	108,370	3.1%	Construction
RDVY First Trust Rising Dividend Achievers ETF	$10,550,610	$746,744 â–²	7.6%	162,100	2.2%	Manufacturing
TSLA Tesla	$9,669,589	$532,346 â–²	5.8%	26,011	2.0%	Auto/Tires/Trucks
SPY SPDR S&P 500 ETF Trust	$9,142,854	$960,464 â–²	11.7%	73,593	1.9%	Finance
RWL Invesco S&P 500 Revenue ETF	$8,363,183	$657,732 â–²	8.5%	78,707	1.7%	ETF
FJUN FT Vest U.S. Equity Buffer ETF - June	$8,335,888	$371,620 â–²	4.7%	147,530	1.7%	Manufacturing
IVV iShares Core S&P 500 ETF	$7,907,435	$99,937 â–¼	-1.2%	12,106	1.6%	ETF
GAP INC	$7,346,660	$1,815,000 â–¼	-19.8%	303,581	1.5%	COM
PKW Invesco BuyBack Achievers ETF	$6,956,854	$355 â–²	0.0%	58,758	1.4%	ETF
NVDA NVIDIA	$6,886,891	$276,599 â–²	4.2%	39,489	1.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$6,663,091	$204,356 â–¼	-3.0%	11,151	1.4%	ETF
AAPL Apple	$6,380,954	$165,469 â–²	2.7%	25,143	1.3%	Computer and Technology
FAUG FT Vest U.S. Equity Buffer ETF - August	$5,970,567	$233,385 â–²	4.1%	115,300	1.2%	ETF
EOG EOG Resources	$5,794,853	$1,884,198 â–¼	-24.5%	40,083	1.2%	Energy
YMAR FT Vest International Equity Moderate Buffer ETF - March	$4,295,335	$150,990 â–²	3.6%	159,621	0.9%	ETF
JAAA Janus Henderson AAA CLO ETF	$4,223,739	$25,689 â–²	0.6%	83,854	0.9%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$3,905,023	$3,905,023 â–²	New Holding	20,347	0.8%	ETF
AMZN Amazon.com	$3,744,070	$88,306 â–²	2.4%	17,977	0.8%	Retail/Wholesale
MSFT Microsoft	$3,684,509	$151,763 â–²	4.3%	9,954	0.8%	Computer and Technology
GLDM SPDR Gold MiniShares Trust	$3,605,452	$4,820 â–¼	-0.1%	38,898	0.7%	Finance
META Meta Platforms	$3,554,791	$1,155,750 â–²	48.2%	6,213	0.7%	Computer and Technology
GOOGL Alphabet	$3,250,438	$266,557 â–²	8.9%	11,304	0.7%	Computer and Technology
DFAU Dimensional US Core Equity Market ETF	$2,975,986	$182,060 â–¼	-5.8%	65,957	0.6%	ETF
DFAC Dimensional U.S. Core Equity 2 ETF	$2,900,422	$441,914 â–¼	-13.2%	74,638	0.6%	ETF
GMO ETF TRUST	$2,884,221	$172,767 â–²	6.4%	102,653	0.6%	GMO US VALUE
OZK Bank OZK	$2,833,504	$2,203 â–¼	-0.1%	61,746	0.6%	Finance
SYM Symbotic	$2,793,266	$35,591 â–¼	-1.3%	52,505	0.6%	Business Services
BILZ PIMCO Ultra Short Government Active ETF	$2,722,081	$2,827 â–²	0.1%	26,959	0.6%	ETF
PFF iShares Preferred and Income Securities ETF	$2,453,749	$295,258 â–²	13.7%	80,928	0.5%	ETF
DFAX Dimensional World ex U.S. Core Equity 2 ETF	$2,444,927	$221,077 â–¼	-8.3%	71,973	0.5%	ETF
DFAI Dimensional International Core Equity Market ETF	$2,374,419	$642,412 â–²	37.1%	60,945	0.5%	ETF
BLACKROCK INC	$2,219,611	$1,790,691 â–²	417.5%	2,308	0.5%	COM
AOK iShares Core 30/70 Conservative Allocation ETF	$2,189,123		0.0%	54,879	0.5%	ETF
INTC Intel	$2,175,414	$1,869,993 â–²	612.3%	49,296	0.4%	Computer and Technology
MLPX Global X MLP & Energy Infrastructure ETF	$2,146,441	$124,809 â–¼	-5.5%	29,030	0.4%	ETF
TCAF T. Rowe Price Capital Appreciation Equity ETF	$2,135,746	$382,555 â–²	21.8%	60,010	0.4%	ETF
XOM ExxonMobil	$2,088,566	$314,218 â–¼	-13.1%	12,310	0.4%	Energy
AVUV Avantis U.S. Small Cap Value ETF	$2,063,214	$103,951 â–¼	-4.8%	18,677	0.4%	ETF
CVX Chevron	$2,060,237	$143,583 â–¼	-6.5%	9,958	0.4%	Energy
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$1,983,743	$93,228 â–¼	-4.5%	19,725	0.4%	ETF
ACIO Aptus Collared Investment Opportunity ETF	$1,968,311	$284,448 â–¼	-12.6%	46,909	0.4%	ETF
V Visa	$1,903,873	$35,363 â–²	1.9%	6,299	0.4%	Business Services
AVGO Broadcom	$1,894,434	$125,656 â–²	7.1%	6,121	0.4%	Computer and Technology
PROSHARES TR	$1,816,733	$1,816,733 â–²	New Holding	47,897	0.4%	SHORT S&P 500 NE
JPM JPMorgan Chase & Co.	$1,816,462	$102,957 â–²	6.0%	6,175	0.4%	Finance
LAM RESEARCH CORP	$1,803,182	$152,989 â–²	9.3%	8,439	0.4%	COM NEW
DMAR FT Vest U.S. Equity Deep Buffer ETF - March	$1,786,352	$8,819 â–²	0.5%	42,131	0.4%	ETF
VZ Verizon Communications	$1,726,091	$60,742 â–²	3.6%	34,384	0.4%	Computer and Technology
FTLS First Trust Long/Short Equity ETF	$1,717,669	$49,744 â–¼	-2.8%	24,413	0.4%	ETF
PM Philip Morris International	$1,703,961	$107,634 â–¼	-5.9%	10,306	0.4%	Consumer Staples
EFA iShares MSCI EAFE ETF	$1,697,398	$74,400 â–¼	-4.2%	17,476	0.3%	Finance
GAIN Gladstone Investment	$1,690,762	$109,894 â–²	7.0%	119,068	0.3%	Finance
VTV Vanguard Value ETF	$1,650,740	$2,943 â–¼	-0.2%	8,414	0.3%	ETF
GOOG Alphabet	$1,627,787	$198,811 â–²	13.9%	5,674	0.3%	Computer and Technology
LDUR PIMCO Low Duration Exchange-Traded Fund	$1,603,498	$86,624 â–¼	-5.1%	16,734	0.3%	ETF
DFAT Dimensional U.S. Targeted Value ETF	$1,582,539	$425,970 â–²	36.8%	25,341	0.3%	ETF
CSWC Capital Southwest	$1,574,362	$109,626 â–²	7.5%	71,174	0.3%	Finance
TRIN Trinity Capital	$1,551,884	$106,103 â–²	7.3%	105,499	0.3%	Finance
MAIN Main Street Capital	$1,522,709	$61,751 â–²	4.2%	28,752	0.3%	Finance
GBDC Golub Capital BDC	$1,515,304	$31,283 â–²	2.1%	119,692	0.3%	Finance
ARCC Ares Capital	$1,510,768	$207,952 â–²	16.0%	83,838	0.3%	Finance
BND Vanguard Total Bond Market ETF	$1,465,731		0.0%	19,904	0.3%	ETF
HTGC Hercules Capital	$1,452,384	$129,031 â–²	9.8%	98,333	0.3%	Finance
TJX TJX Companies	$1,435,352	$97,255 â–²	7.3%	8,988	0.3%	Retail/Wholesale
NFLX Netflix	$1,422,058	$203,934 â–²	16.7%	14,790	0.3%	Consumer Discretionary
GLD SPDR Gold Shares	$1,405,757	$19,793 â–¼	-1.4%	3,267	0.3%	Finance
BXSL Blackstone Secured Lending Fund	$1,400,102	$134,749 â–²	10.6%	59,101	0.3%	Finance
FDUS Fidus Investment	$1,387,566	$117,288 â–²	9.2%	79,654	0.3%	Finance
HYLS First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF	$1,376,030	$26,330 â–²	2.0%	33,917	0.3%	Manufacturing
TSLX Sixth Street Specialty Lending	$1,374,779	$123,439 â–²	9.9%	74,798	0.3%	Finance
RDVI FT Vest Rising Dividend Achievers Target Income ETF	$1,366,737	$1,366,737 â–²	New Holding	53,493	0.3%	ETF
GOLDMAN SACHS ETF TR	$1,366,142	$1,366,142 â–²	New Holding	27,301	0.3%	S&P 500 PREMIUM
FIRST TR EXCHANGE-TRADED FD	$1,333,172	$1,333,172 â–²	New Holding	79,497	0.3%	WCM INTL EQUITY
FTCS First Trust Capital Strength ETF	$1,327,295	$59,737 â–¼	-4.3%	14,309	0.3%	ETF
UCON First Trust TCW Unconstrained Plus Bond ETF	$1,306,476	$24,077 â–²	1.9%	52,744	0.3%	ETF
ISHARES BITCOIN TRUST ETF	$1,297,866	$1,297,866 â–²	New Holding	33,781	0.3%	SHS BEN INT
TSM Taiwan Semiconductor Manufacturing	$1,292,103	$132,489 â–²	11.4%	3,823	0.3%	Computer and Technology
HD Home Depot	$1,279,102	$18,747 â–²	1.5%	3,889	0.3%	Retail/Wholesale
CWB SPDR Bloomberg Convertible Securities ETF	$1,262,949	$22,056 â–²	1.8%	13,800	0.3%	ETF
BRK.B Berkshire Hathaway	$1,258,858	$27,314 â–¼	-2.1%	2,627	0.3%	Finance
OBDC Blue Owl Capital	$1,253,475	$128,285 â–²	11.4%	113,334	0.3%	Finance
USB U.S. Bancorp	$1,234,298	$184,583 â–¼	-13.0%	23,732	0.3%	Finance
FIRST TR EXCHNG TRADED FD VI	$1,229,594	$313,533 â–²	34.2%	46,806	0.3%	FT VEST LAD
KLAC KLA	$1,222,273	$164,933 â–²	15.6%	830	0.3%	Computer and Technology
MA Mastercard	$1,219,304	$50,971 â–²	4.4%	2,440	0.3%	Business Services
MORGAN STANLEY DIRECT LENDIN	$1,201,022	$126,352 â–²	11.8%	86,033	0.2%	COM SHS
TXN Texas Instruments	$1,191,801	$131,042 â–²	12.4%	6,139	0.2%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$1,181,872	$457,387 â–²	63.1%	20,434	0.2%	ETF
GLADSTONE CAP CORP	$1,181,662	$129,484 â–²	12.3%	68,107	0.2%	COM NEW
MARSH & MCLENNAN COS INC	$1,164,929	$151,080 â–²	14.9%	6,716	0.2%	COM
IWF iShares Russell 1000 Growth ETF	$1,150,076	$391,034 â–²	51.5%	2,697	0.2%	ETF
GWW W.W. Grainger	$1,145,187	$37,082 â–¼	-3.1%	1,050	0.2%	Industrials
AMAT Applied Materials	$1,141,766	$87,145 â–²	8.3%	3,341	0.2%	Computer and Technology
FTSL First Trust Senior Loan ETF	$1,121,450	$19,264 â–¼	-1.7%	25,032	0.2%	Manufacturing
MCK McKesson	$1,109,157	$206,777 â–²	22.9%	1,282	0.2%	Medical
UNP Union Pacific	$1,106,497	$15,284 â–¼	-1.4%	4,561	0.2%	Transportation
AB ACTIVE ETFS INC	$1,095,223	$151,593 â–²	16.1%	43,298	0.2%	TAX AWARE INTERM
ORLY O'Reilly Automotive	$1,087,781	$37,755 â–²	3.6%	11,784	0.2%	Retail/Wholesale

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