LC

Legacy Capital Wealth Partners, LLC

Diversified strategyMomentum followerQuality / disciplined sizing

Total reported value

$485.4M

Reporting period: 2026-03-31 · Number of holdings: 385

Legacy Capital Wealth Partners, LLC disclosed 385 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $485.4M and a quarterly turnover rate of 22.2%.

Personality snowflake

Concentration
9.62
Portfolio Stability
22.25
Momentum/Contrarian
100
Sector conviction
44.8
Diversification
100
Sizing Uniformity
71.23

Recent moves

  • Trim GAP

    -19.8%　-$2.3M

  • Add INTC

    +612.3%　$1.9M

  • Trim TSLA

    +5.8%　-$1.4M

  • Add BLK

    +417.5%　$1.7M

  • Trim JBHT

    -11.1%　-$719.6K

  • Trim MSFT

    +4.3%　-$930.9K

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#TickerIssuerAsset SubclassWeightWeight ChangeShares Change4Q Trend
1WMTWalmart INCStock-Consumer Staples12.58%+0.08%-6.08%
2JBHTHunt (jb) Transprt Svcs INCStock-Industrials4.63%-0.35%-11.13%
3DHIDr Horton INCStock-Consumer Disc3.06%+3.06%NEW
4RDVYFirst Trust Rising DividendETF-Other2.17%+0.04%+7.62%
5TSLATesla INCStock-Consumer Disc1.99%-0.38%+5.83%
6SPYSs Spdr S&p 500 ETF Trust-usETF-Large Cap & Growth1.88%-0.22%+11.74%
7RWLInvesco S&p 500 Revenue ETFETF-Large Cap & Growth1.72%+0.08%+8.54%
8FJUNFt Vest US Equity Buff Etf-jETF-Other1.72%—+4.67%
9IVVIshares Core S&p 500 ETFETF-Large Cap & Growth1.63%-0.17%-1.25%
10GAPGap Inc/theStock-Consumer Disc1.51%-0.57%-19.81%
11PKWInvesco Buyback Achievers EtETF-Other1.43%—+0.01%
12NVDANvidia CORPStock-Tech1.42%—+4.18%
13VOOVanguard S&p 500 ETFETF-Large Cap & Growth1.37%-0.18%-2.98%
14AAPLApple INCStock-Tech1.31%—+2.66%
15FAUGFt Vest U.s. Equity Buffer EETF-Other1.23%—+4.07%
16EOGEog Resources INCStock-Energy1.19%—-24.54%
17YMARFt Vt Int Equ M B- Mar-us IETF-Other0.88%—+3.64%
18JAAAJanus Henderson Aaa Clo ETFETF-Other0.87%—+0.61%
19RSPInvesco S&p 500 Equal WeightETF-Large Cap & Growth0.80%+0.80%NEW
20AMZNAmazon.com INCStock-Consumer Disc0.77%—+2.42%
21MSFTMicrosoft CORPStock-Tech0.76%-0.23%+4.30%
22GLDMSpdr Gold Minishares TrustETF-Commodities0.74%—-0.13%
23METAMeta Platforms Inc-class AStock-Comm Services0.73%+0.14%+48.18%
24GOOGLAlphabet Inc-cl AStock-Comm Services0.67%—+8.93%
25DFAUDimensional US Core Equity METF-Other0.61%—-5.76%
26DFACDimensional US Core Equity 2ETF-Other0.60%-0.13%-13.22%
27GMOVGmo U.s. Value ETFETF-Other0.59%—+6.37%
28OZKBank OzkStock-Financials0.58%—-0.08%
29SYMSymbotic INCStock-Industrials0.58%—-1.26%
30BILZPimco Ultra Shrt Govt ActiveETF-Other0.56%—+0.10%
31PFFIshares Preferred & Income SETF-Other0.51%—+13.68%
32DFAXDimensional World Ex US CoreETF-Other0.50%—-8.29%
33DFAIDimensional International CoETF-Other0.49%+0.13%+37.09%
34BLKBlackrock INCStock-Financials0.46%+0.36%+417.49%
35AOKIshares Core 30/70 ConservatETF-Other0.45%——
36INTCIntel CORPStock-Tech0.45%+0.40%+612.27%
37MLPXGlobal X Mlp & Energy InfrasETF-Other0.44%—-5.50%
38TCAFT Rowe Prc Cap AppreciationETF-Other0.44%—+21.82%
39XOMExxon Mobil CORPStock-Energy0.43%+0.06%-13.08%
40AVUVAvantis US Small Cap ValueETF-Small Cap0.43%—-4.80%
41CVXChevron CORPStock-Energy0.42%+0.07%-6.52%
42MINTPimco Enhanced Short MaturitETF-Other0.41%—-4.49%
43ACIOAptus Collared Invest OppETF-Other0.41%-0.09%-12.63%
44VVisa Inc-class A SharesStock-Financials0.39%—+1.89%
45AVGOBroadcom INCStock-Tech0.39%—+7.10%
46SHProshares Short S&p500ETF-Other0.37%+0.37%NEW
47JPMJpmorgan Chase & CoStock-Financials0.37%—+6.01%
48LRCXLam Research CORPStock-Tech0.37%+0.09%+9.27%
49DMARFt Vest US Equity Deep BuffeETF-Other0.37%—+0.50%
50VZVerizon Communications INCStock-Comm Services0.36%+0.07%+3.65%
1–50 of 385

Holding changes this quarter

Legacy Capital Wealth Partners, LLC's most significant position changes for 2026-03-31: New buy: Dr Horton INC (DHI); Sold out: Neos S&p 500 High Income ETF (SPYI); New buy: Invesco S&p 500 Equal Weight (RSP); Sold out: Ss Spdr Bb 1-3m T-bill ETF (BIL); Sold out: Jpmorgan Equity Premium Inco (JEPI).

Position changes disclosed by Legacy Capital Wealth Partners, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#TickerIssuerWeight ChangeShares ChangeAction
1INTCIntel CORP+0.4%+612.27%Add
2BLKBlackrock INC+0.4%+417.49%Add
3METAMeta Platforms Inc-class A+0.1%+48.18%Add
4IEFAIshares Core Msci Eafe ETF+0.1%+63.13%Add
5DFAIDimensional International Co+0.1%+37.09%Add
6BKDVBny Mellon Dynamic Value+0.1%+164.33%Add
7LRCXLam Research CORP+0.1%+9.27%Add
8DFATDimensional US Target Value+0.1%+36.83%Add
9WMTWalmart INC+0.1%-6.08%Trim
10RWLInvesco S&p 500 Revenue ETF+0.1%+8.54%Add
11CVXChevron CORP+0.1%-6.52%Trim
12VZVerizon Communications INC+0.1%+3.65%Add
13XOMExxon Mobil CORP+0.1%-13.08%Trim
14RDVYFirst Trust Rising Dividend0%+7.62%Add
15PSPInvesco Global Listed Privat-0.1%-37.84%Trim
16ACIOAptus Collared Invest Opp-0.1%-12.63%Trim
17DFACDimensional US Core Equity 2-0.1%-13.22%Trim
18IVVIshares Core S&p 500 ETF-0.2%-1.25%Trim
19VOOVanguard S&p 500 ETF-0.2%-2.98%Trim
20SPYSs Spdr S&p 500 ETF Trust-us-0.2%+11.74%Add
21MSFTMicrosoft CORP-0.2%+4.30%Add
22JBHTHunt (jb) Transprt Svcs INC-0.4%-11.13%Trim
23TSLATesla INC-0.4%+5.83%Add
24GAPGap Inc/the-0.6%-19.81%Trim
25DHIDr Horton INC—NEWNew buy
26SPYINeos S&p 500 High Income ETF—EXITSold out
27RSPInvesco S&p 500 Equal Weight—NEWNew buy
28BILSs Spdr Bb 1-3m T-bill ETF—EXITSold out
29JEPIJpmorgan Equity Premium Inco—EXITSold out
30SHProshares Short S&p500—NEWNew buy
31RDVIFt Vest Rising Dividend Achi—NEWNew buy
32GPIXGldm SA S&p 500 Pr In Etf-us—NEWNew buy
33WCMIFt Wcm International ETF—NEWNew buy
34IBITIshares Bitcoin Trust ETF—NEWNew buy
35CAVACava Group INC—EXITSold out
36AZNNAstrazeneca Plc-spons Adr—EXITSold out
37EJANInnovator Emerging Markets P—NEWNew buy
38AZNAstraZeneca PLC—NEWNew buy
39SGOVIshares 0-3 Month Treasury B—NEWNew buy
40GRIDFirst Trst Nasd Cl Edg Sgiif—NEWNew buy
41BXBlackstone INC—NEWNew buy
42FBRTFranklin Bsp Realty Trust In—EXITSold out
43TSCOTractor Supply Company—EXITSold out
44IEMGIshares Core Msci Emerging—NEWNew buy
45AMPAmeriprise Financial INC—EXITSold out
46SCCOSouthern Copper CORP—NEWNew buy
47ADBEAdobe INC—NEWNew buy
48ENBEnbridge INC—EXITSold out
49CRMSalesforce INC—EXITSold out
50RKLBRocket Lab CORP—EXITSold out

FAQ

What is Legacy Capital Wealth Partners, LLC and what type of investor is it?
Legacy Capital Wealth Partners, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $485.4M, spread across 385 disclosed positions.
What are Legacy Capital Wealth Partners, LLC's largest equity positions?
Based on the latest 13F filing, Legacy Capital Wealth Partners, LLC's top holdings by market value are: 1. Walmart INC (WMT) — $61.0M (12.6%) 2. Hunt (jb) Transprt Svcs INC (JBHT) — $22.5M (4.6%) 3. Dr Horton INC (DHI) — $14.9M (3.1%) 4. First Trust Rising Dividend (RDVY) — $10.6M (2.2%) 5. Tesla INC (TSLA) — $9.7M (2.0%)
What changes did Legacy Capital Wealth Partners, LLC make in its most recent portfolio filing?
In the latest reported quarter, Legacy Capital Wealth Partners, LLC made 50 notable position adjustments: 15 new positions were initiated, 14 existing holdings were added to, 10 positions were partially reduced, and 11 were completely exited. The largest of these moves: New buy: Dr Horton INC (DHI); Sold out: Neos S&p 500 High Income ETF (SPYI); New buy: Invesco S&p 500 Equal Weight (RSP); Sold out: Ss Spdr Bb 1-3m T-bill ETF (BIL); Sold out: Jpmorgan Equity Premium Inco (JEPI)
What sectors does Legacy Capital Wealth Partners, LLC focus on?
Legacy Capital Wealth Partners, LLC is concentrated in the following sectors based on its current disclosed equity portfolio: • Consumer Staples: 24.7% • Consumer Discretionary: 15.7% • Information Technology: 14.3% • Industrials: 13.7% • Financials: 12.6% • Energy: 5.3%