Legacy Capital Wealth Partners, LLC Top Holdings and 13F Report (2026) About Legacy Capital Wealth Partners, LLCInvestment ActivityLegacy Capital Wealth Partners, LLC has $480.88 million in total holdings as of September 30, 2026.Legacy Capital Wealth Partners, LLC owns shares of 371 different stocks, but just 133 companies or ETFs make up 80% of its holdings.Approximately 7.87% of the portfolio was purchased this quarter.About 13.68% of the portfolio was sold this quarter.This quarter, Legacy Capital Wealth Partners, LLC has purchased 377 new stocks and bought additional shares in 175 stocks.Legacy Capital Wealth Partners, LLC sold shares of 129 stocks and completely divested from 39 stocks this quarter.Largest Holdings WALMART INC $43,311,844J.B. Hunt Transport Services $26,248,802First Trust Rising Dividend Achievers ETF $12,026,518NVIDIA $9,412,652Invesco S&P 500 Revenue ETF $9,407,468 Largest New Holdings this Quarter 67080R102 - NUVEEN VRIABL RAT PFD & INM $2,548,586 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $1,840,488 Holding46436E718 - ISHARES TR $826,784 Holding46138G649 - Invesco NASDAQ 100 ETF $821,919 Holding464287473 - iShares Russell Mid-Cap Value ETF $704,407 Holding Largest Purchases this Quarter SPDR Bloomberg 1-3 Month T-Bill ETF 75,591 shares (about $6.93M)FIRST TR EXCHANGE-TRADED FD 124,735 shares (about $2.57M)NUVEEN VRIABL RAT PFD & INM 147,232 shares (about $2.55M)EXXONMOBIL HOLDINGS CORP 11,309 shares (about $1.84M)SPDR Gold MiniShares Trust 18,035 shares (about $1.48M) Largest Sales this Quarter WALMART INC 120,504 shares (about $12.52M)NEOS S&P 500 High Income ETF 78,348 shares (about $4.17M)Meta Platforms 1,875 shares (about $1.36M)ISHARES BITCOIN TRUST ETF 24,558 shares (about $1.16M)First Trust Capital Strength ETF 7,921 shares (about $743.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLegacy Capital Wealth Partners, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorWALMART INC$43,311,844$12,522,765 ▼-22.4%416,7819.0%COMJBHTJ.B. Hunt Transport Services$26,248,8020.0%117,1565.5%IndustrialsRDVYFirst Trust Rising Dividend Achievers ETF$12,026,518$81,927 ▲0.7%162,3552.5%ETFNVDANVIDIA$9,412,652$37,911 ▼-0.4%41,2152.0%TechnologyRWLInvesco S&P 500 Revenue ETF$9,407,468$79,701 ▲0.9%79,7912.0%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$9,013,415$199,834 ▼-2.2%147,3111.9%ETFAAPLApple$8,844,309$339,013 ▲4.0%26,5581.8%TechnologyIVViShares Core S&P 500 ETF$8,820,221$353,820 ▼-3.9%11,5171.8%ETFTSLATesla$7,867,557$545,343 ▼-6.5%22,1741.6%Consumer DiscretionaryPKWInvesco BuyBack Achievers ETF$7,598,033$111,668 ▲1.5%59,4001.6%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$7,561,552$6,927,131 ▲1,091.9%82,5141.6%ETFVOOVanguard S&P 500 ETF$7,241,255$115,641 ▼-1.6%10,3321.5%ETFGAP INC$6,883,907$57,260 ▼-0.8%301,3971.4%COMFAUGFT Vest U.S. Equity Buffer ETF - August$6,847,395$44,590 ▲0.7%118,8581.4%ETFMSFTMicrosoft$5,652,984$167,199 ▲3.0%11,0221.2%TechnologyEOGEOG Resources$5,544,041$3,031 ▼-0.1%40,2441.2%EnergySPYSPDR S&P 500 ETF Trust$5,058,303$511,263 ▲11.2%20,8561.1%ETFGOOGLAlphabet$4,843,633$150,364 ▲3.2%14,0771.0%Communication ServicesJAAAJanus Henderson AAA CLO ETF$4,713,221$38,862 ▲0.8%93,3871.0%ETFGLDMSPDR Gold MiniShares Trust$4,690,970$1,482,107 ▲46.2%57,0821.0%ETFYMARFT Vest International Equity Moderate Buffer ETF - March$4,650,350$24,803 ▲0.5%162,9311.0%ETFAMZNAmazon.com$4,493,669$350,554 ▲8.5%18,0360.9%Consumer DiscretionaryGMO ETF TRUST$3,511,805$192,149 ▲5.8%111,3220.7%GMO US VALUEDFACDimensional U.S. Core Equity 2 ETF$3,381,089$61,030 ▲1.8%76,0650.7%ETFDFAUDimensional US Core Equity Market ETF$3,164,772$23,038 ▲0.7%60,4430.7%ETFMETAMeta Platforms$3,126,637$1,359,565 ▼-30.3%4,3120.7%Communication ServicesTCAFT. Rowe Price Capital Appreciation Equity ETF$2,904,534$103,942 ▲3.7%68,7140.6%ETFFIRST TR EXCHANGE-TRADED FD$2,887,620$2,567,045 ▲800.8%140,3120.6%VEST LAD AUT ETFOZKBank OZK$2,844,269$552 ▲0.0%61,8860.6%FinanceBILZPIMCO Ultra Short Government Active ETF$2,726,211$2,826 ▲0.1%27,0160.6%ETFPFFiShares Preferred and Income Securities ETF$2,676,202$153,577 ▲6.1%90,7190.6%ETFSYMSymbotic$2,672,244$252 ▲0.0%63,5190.6%IndustrialsDFAXDimensional World ex U.S. Core Equity 2 ETF$2,610,846$63,156 ▼-2.4%70,5250.5%ETFNUVEEN VRIABL RAT PFD & INM$2,548,586$2,548,586 ▲New Holding147,2320.5%COMSPYINEOS S&P 500 High Income ETF$2,529,317$4,165,796 ▼-62.2%47,5700.5%ETFDFAIDimensional International Core Equity Market ETF$2,496,770$44,247 ▲1.8%60,2650.5%ETFMUMicron Technology$2,455,548$365,403 ▲17.5%2,3050.5%TechnologyAVUVAvantis U.S. Small Cap Value ETF$2,410,459$158,986 ▲7.1%20,4680.5%ETFFIRST TR EXCHANGE-TRADED FD$2,393,554$665,131 ▲38.5%125,4480.5%WCM INTL EQUITYVVisa$2,323,989$20,121 ▲0.9%6,4680.5%FinanceACIOAptus Collared Investment Opportunity ETF$2,244,437$31,108 ▲1.4%47,8350.5%ETFAVGOBroadcom$2,226,800$25,987 ▲1.2%6,3410.5%TechnologyAOKiShares Core 30/70 Conservative Allocation ETF$2,213,2700.0%54,8790.5%ETFGOOGAlphabet$2,209,765$197,976 ▲9.8%6,4850.5%Communication ServicesLAM RESEARCH CORP$2,105,543$292,719 ▼-12.2%6,4090.4%COM NEWRISRFolioBeyond Alternative Income and Interest Rate Hedge ETF$2,100,620$382,086 ▲22.2%56,6820.4%ETFTRINTrinity Capital$1,979,462$84,222 ▲4.4%112,7900.4%FinanceMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,975,772$590,520 ▼-23.0%19,6500.4%ETFHTGCHercules Capital$1,952,084$127,420 ▲7.0%116,1260.4%FinanceJPMJPMorgan Chase & Co.$1,947,541$90,314 ▼-4.4%5,8870.4%FinanceEFAiShares MSCI EAFE ETF$1,934,157$141,709 ▼-6.8%18,6170.4%ETFTSMTaiwan Semiconductor Manufacturing$1,932,155$109,953 ▼-5.4%4,2350.4%TechnologyFTLSFirst Trust Long/Short Equity ETF$1,894,300$8,819 ▼-0.5%24,7010.4%ETFIWFiShares Russell 1000 Growth ETF$1,880,277$626 ▲0.0%15,0110.4%ETFMAINMain Street Capital$1,874,412$56,867 ▲3.1%34,0490.4%FinanceGAINGladstone Investment$1,864,316$88,515 ▲5.0%119,5070.4%FinanceARISTA NETWORKS INC$1,863,052$245,530 ▼-11.6%9,1510.4%COM SHSEXXONMOBIL HOLDINGS CORP$1,840,488$1,840,488 ▲New Holding11,3090.4%COM SHSCSWCCapital Southwest$1,818,265$91,548 ▲5.3%78,6110.4%FinanceGLADSTONE CAP CORP$1,788,745$75,113 ▲4.4%93,0180.4%COM NEWFDUSFidus Investment$1,760,364$103,345 ▲6.2%91,3530.4%FinanceTSLXSixth Street Specialty Lending$1,750,908$122,283 ▲7.5%97,1650.4%FinanceARCCAres Capital$1,744,234$29,261 ▲1.7%91,3210.4%FinanceOBDCBlue Owl Capital$1,739,300$78,780 ▲4.7%165,8060.4%FinancePMPhilip Morris International$1,725,687$119,829 ▼-6.5%9,0440.4%Consumer StaplesBNY MELLON ETF TRUST II$1,716,974$370,328 ▲27.5%50,9490.4%DYNAMIC VALUECVXChevron$1,709,326$139,687 ▼-7.6%8,3700.4%EnergyGOLDMAN SACHS ETF TR$1,678,902$95,803 ▲6.1%30,0720.3%S&P 500 PREMIUMDFATDimensional U.S. Targeted Value ETF$1,671,474$23,652 ▲1.4%25,1580.3%ETFRDVIFT Vest Rising Dividend Achievers Target Income ETF$1,641,746$93,175 ▲6.0%58,8860.3%ETFGBDCGolub Capital BDC$1,628,975$134,459 ▲9.0%128,9770.3%FinanceKLACKLA$1,600,480$134,299 ▼-7.7%8,2110.3%TechnologyMORGAN STANLEY DIRECT LENDIN$1,588,369$77,214 ▲5.1%116,5350.3%COM SHSIWDiShares Russell 1000 Value ETF$1,579,3140.0%6,3700.3%ETFTXNTexas Instruments$1,532,131$27,730 ▲1.8%5,4700.3%TechnologyAMATApplied Materials$1,469,334$23,014 ▲1.6%2,8730.3%TechnologyFIRST TR EXCHNG TRADED FD VI$1,454,296$76,425 ▲5.5%50,9600.3%FT VEST LADVZVerizon Communications$1,416,947$162,933 ▼-10.3%30,8900.3%Communication ServicesCWBSPDR Bloomberg Convertible Securities ETF$1,405,499$14,772 ▼-1.0%13,8910.3%ETFMAMastercard$1,365,091$5,516 ▼-0.4%2,4750.3%FinanceBRK.BBerkshire Hathaway$1,360,510$140,931 ▼-9.4%2,7320.3%FinanceHYLSFirst Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF$1,336,371$22,625 ▼-1.7%34,0220.3%ETFIEFAiShares Core MSCI EAFE ETF$1,287,082$39,429 ▲3.2%21,3160.3%ETFPALANTIR TECHNOLOGIES INC$1,279,367$66,026 ▲5.4%6,8400.3%CL AGLDSPDR Gold Shares$1,272,7670.0%3,3420.3%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$1,249,360$45,946 ▼-3.5%52,6160.3%ETFTCHPT. Rowe Price Blue Chip Growth ETF$1,239,675$4,678 ▼-0.4%24,1140.3%ETFASMLASML$1,210,549$50,742 ▼-4.0%6680.3%TechnologyGWWW.W. Grainger$1,209,516$21,176 ▲1.8%9710.3%IndustrialsTJXTJX Companies$1,203,966$9,923 ▼-0.8%9,1000.3%Consumer DiscretionaryUNPUnion Pacific$1,202,155$43,265 ▼-3.5%4,4180.2%IndustrialsMCKMcKesson$1,152,651$854 ▲0.1%1,3500.2%HealthcareFTSLFirst Trust Senior Loan ETF$1,142,548$22,508 ▼-1.9%25,6350.2%ETFNFLXNetflix$1,075,697$6,332 ▼-0.6%15,4600.2%Communication ServicesORLYO'Reilly Automotive$1,067,139$38,265 ▲3.7%12,4940.2%Consumer DiscretionaryHOMBHome BancShares$1,065,855$402,130 ▲60.6%37,8230.2%FinanceDFEMDimensional Emerging Markets Core Equity 2 ETF$1,065,151$41,627 ▲4.1%26,8160.2%ETFPHParker-Hannifin$1,056,678$1,911 ▼-0.2%1,1060.2%IndustrialsVEAVanguard FTSE Developed Markets ETF$1,056,440$53,733 ▲5.4%14,9620.2%ETFLLYEli Lilly and Company$1,039,750$2,313 ▲0.2%8990.2%HealthcareShowing largest 100 holdings. View all holdings. 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