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CIK: 0001766228
Total reported value
$480.9M
$480.9M
377 檔
27.8%
At the close of Q2 2026, Legacy Capital Wealth Partners, LLC disclosed equity holdings valued at approximately $480.9M, spread across 377 reported holdings.
Legacy Capital Wealth Partners, LLC executed strategic sector rebalancing during Q2 2026, establishing 41 new positions while fully exiting 48 holdings and trimming 42 positions.
Showing top 200 holdings (of 377 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | Stock-Consumer Staples | 11.67% | -2.66% | +9.40% | |
| 2 | JBHT | Hunt (jb) Transprt Svcs Inc | Stock-Industrials | 6.50% | -1.04% | +10.43% | |
| 3 | DHI | Dr Horton Inc | Stock-Consumer Disc | 3.15% | -3.15% | EXIT | |
| 4 | RDVY | First Trust Rising Dividend | ETF-Other | 2.39% | +0.11% | -0.53% | |
| 5 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.91% | -0.27% | -8.84% | |
| 6 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 1.79% | +0.17% | +0.52% | |
| 7 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 1.73% | +0.14% | +2.07% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.72% | +0.11% | -1.05% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 1.59% | +0.37% | +4.79% | |
| 10 | PKW | Invesco Buyback Achievers Et | ETF-Other | 1.43% | +0.15% | -0.39% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.42% | +0.42% | +1.58% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.38% | +0.13% | -5.86% | |
| 13 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 1.28% | -0.75% | — | |
| 14 | FAUG | Ft Vest U.s. Equity Buffer E | ETF-Other | 1.28% | +0.14% | +2.41% | |
| 15 | INTC | Intel CORP | Stock-Tech | 1.19% | -1.19% | EXIT | |
| 16 | GAP | Gap Inc/the | Stock-Consumer Disc | 1.09% | +0.34% | +0.11% | |
| 17 | EOG | Eog Resources Inc | Stock-Energy | 1.00% | +0.15% | +0.46% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.96% | +0.09% | -74.52% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.08% | +20.67% | |
| 20 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.90% | +0.08% | +10.45% | |
| 21 | YMAR | Ft Vt Int Equ M B- Mar-us I | ETF-Other | 0.88% | +0.09% | +1.53% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.77% | +0.41% | +7.45% | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.17% | -7.50% | |
| 24 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.67% | -0.02% | -0.42% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 0.64% | +0.06% | +0.07% | |
| 26 | OZK | Bank Ozk | Stock-Financials | 0.62% | -0.03% | +0.21% | |
| 27 | LRCX | Lam Research CORP | Stock-Tech | 0.61% | -0.17% | -13.50% | |
| 28 | GMOV | Gmo U.s. Value ETF | ETF-Other | 0.60% | +0.13% | +2.51% | |
| 29 | DFAU | Dimensional US Core Equity M | ETF-Other | 0.59% | +0.07% | -9.03% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.59% | +0.39% | +0.38% | |
| 31 | SYM | Symbotic Inc | Stock-Industrials | 0.55% | +0.01% | +20.97% | |
| 32 | BILZ | Pimco Ultra Shrt Govt Active | ETF-Other | 0.52% | +0.05% | +0.11% | |
| 33 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 0.52% | +0.08% | +10.41% | |
| 34 | KLAC | Kla CORP | Stock-Tech | 0.52% | -0.19% | +972.29% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.51% | +0.03% | +0.36% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-Other | 0.50% | +0.06% | +5.67% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.49% | -0.08% | +29.39% | |
| 38 | DFAI | Dimensional International Co | ETF-Other | 0.47% | +0.05% | -2.87% | |
| 39 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.46% | +0.04% | +2.36% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.01% | +2.39% | |
| 41 | AOK | Ishares Core 30/70 Conservat | ETF-Other | 0.44% | +0.02% | — | |
| 42 | MU | Micron Technology Inc | Stock-Tech | 0.43% | +0.08% | +1.45% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.06% | +1.79% | |
| 44 | ACIO | Aptus Collared Invest Opp | ETF-Other | 0.42% | +0.05% | +0.56% | |
| 45 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.42% | -0.42% | EXIT | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.41% | -0.01% | +17.08% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.06% | +4.05% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.40% | — | +14.33% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.39% | -0.08% | -15.35% | |
| 50 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.01% | -0.24% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JBHT | Hunt (jb) Transprt Svcs Inc | +1.9% | +10.43% | Add |
| 2 | SPYI | Neos S&p 500 High Income ETF | +1.3% | NEW | New buy |
| 3 | INTC | Intel CORP | +0.7% | -9.85% | Trim |
| 4 | RISR | Foliobe Altr In&in H Etf-usd | +0.3% | NEW | New buy |
| 5 | MU | Micron Technology Inc | +0.3% | +1.45% | Add |
| 6 | KLAC | Kla CORP | +0.3% | +972.29% | Add |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | +20.67% | Add |
| 8 | LRCX | Lam Research CORP | +0.2% | -13.50% | Trim |
| 9 | RDVY | First Trust Rising Dividend | +0.2% | -0.53% | Trim |
| 10 | NVDA | Nvidia CORP | +0.2% | +4.79% | Add |
| 11 | IWV | Ishares Russell 3000 ETF | +0.2% | NEW | New buy |
| 12 | AMAT | Applied Materials Inc | +0.2% | -15.35% | Trim |
| 13 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +17.08% | Add |
| 14 | IWD | Ishares Russell 1000 Value E | +0.1% | +69.46% | Add |
| 15 | ACYN | Ft Lad Autocall Bar Inc ETF | +0.1% | NEW | New buy |
| 16 | DVN | Devon Energy CORP | +0.1% | NEW | New buy |
| 17 | IWF | Ishares Russell 1000 Growth | +0.1% | +456.40% | Add |
| 18 | ANET | Arista Networks Inc | +0.1% | +19.65% | Add |
| 19 | STX | Seagate Technology Holdings plc | +0.1% | NEW | New buy |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | New buy |
| 21 | AAPL | Apple Inc | +0.1% | +1.58% | Add |
| 22 | ASML | ASML Holding N.V. | +0.1% | +16.58% | Add |
| 23 | MPWR | Monolithic Power Systems Inc | +0.1% | NEW | New buy |
| 24 | DHI | Dr Horton Inc | +0.1% | -6.95% | Trim |
| 25 | IVV | Ishares Core S&p 500 ETF | +0.1% | -1.05% | Trim |
| 26 | GLAD | Gladstone Capital CORP | +0.1% | +30.84% | Add |
| 27 | NKE | Nike Inc -cl B | +0.1% | NEW | New buy |
| 28 | OTIS | Otis Worldwide CORP | +0.1% | NEW | New buy |
| 29 | MINT | Pimco Enhanced Short Maturit | +0.1% | +29.39% | Add |
| 30 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +10.41% | Add |
| 31 | CLX | Clorox Company | +0.1% | NEW | New buy |
| 32 | DPZ | Domino's Pizza Inc | +0.1% | NEW | New buy |
| 33 | SMCI | Super Micro Computer Inc | +0.1% | NEW | New buy |
| 34 | RWL | Invesco S&p 500 Revenue ETF | +0.1% | +0.52% | Add |
| 35 | MSDL | Morgan Stanley Direct Lendin | +0.1% | +28.87% | Add |
| 36 | OBDC | Blue Owl Capital CORP | +0.1% | +39.67% | Add |
| 37 | WCMI | Ft Wcm International ETF | +0.1% | +13.95% | Add |
| 38 | BKDV | Bny Mellon Dynamic Value | +0.1% | +28.41% | Add |
| 39 | APH | Amphenol Corp-cl A | +0.1% | +16.74% | Add |
| 40 | FAPR | Ft Vest U.s. Equity Buffer E | +0.1% | NEW | New buy |
| 41 | GSY | Invesco Ultra Short Duration | +0.1% | NEW | New buy |
| 42 | LEN-B | Lennar CORP - B Shs | +0.1% | NEW | New buy |
| 43 | AVGO | Broadcom Inc | +0.1% | +2.39% | Add |
| 44 | GOOG | Alphabet Inc-cl C | +0.1% | +4.05% | Add |
| 45 | TXN | Texas Instruments Inc | +0.1% | -12.51% | Trim |
| 46 | URI | United Rentals Inc | +0.1% | +7.87% | Add |
| 47 | ✓ | +0.1% | NEW | New buy | |
| 48 | ✓ | +0.1% | NEW | New buy | |
| 49 | FAUG | Ft Vest U.s. Equity Buffer E | +0.1% | +2.41% | Add |
| 50 | TRIN | Trinity Capital Inc | +0.1% | +2.36% | Add |
According to official SEC Form 13F filings, Legacy Capital Wealth Partners, LLC reported a total U.S. public equity portfolio value of $480.9M across 377 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including WMT, JBHT, DHI) accounted for 27.8% of total reported equity market value during Q2 2026.
Top New Position Initiated
SPYI
市值: $6.7M
Top Position Liquidated / Trimmed
SH
前期市值: $1.8M
During Q2 2026, Legacy Capital Wealth Partners, LLC's top holdings by market value included WMT (11.7%)、JBHT (6.5%)、DHI (3.1%). The largest single position, WMT, represented 11.7% of total portfolio value.
In Q2 2026, Legacy Capital Wealth Partners, LLC made 199 total portfolio adjustments, initiating 41 new buys, adding to 68 positions, trimming 42 holdings, and fully liquidating 48 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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