Q2 2026 13F · SEC CIK 1766228

Legacy Capital Wealth Partners, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $521.4M
Reported positions: 377
Top holdings a year, 3 yrs: +18.6%
Assets under management: $1.5B

Legacy Capital Wealth Partners, LLC is a wealth manager that reported 377 positions worth $521.4M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Walmart Inc (WMT, 11.7%), Hunt J B Trans Svcs Inc (JBHT, 6.5%), DR Horton Inc (DHI, 3.1%). A portfolio copying its top holdings returned 18.6% a year over the last 3 years, against 20.4% for the S&P 500.

Legacy Capital Wealth Partners, LLC holdings largest 50 of 377 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Capital Wealth Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
WMTWalmart Inc	11.7%	12.6%	537,285	+9.4%	$60.9M
JBHTHunt J B Trans Svcs Inc	6.5%	4.6%	117,156	+10.4%	$33.9M
DHIDR Horton Inc	3.1%	3.1%	100,839	-6.9%	$16.4M
RDVYFirst Trust Rising Dividend Achievers Et	2.4%	2.2%	161,249	-0.5%	$12.5M
TSLATesla Inc Com	1.9%	2.0%	23,711	-8.8%	$10.0M
RWLInvesco S&p 500 Revenue ETF	1.8%	1.7%	79,115	+0.5%	$9.3M
FJUNFirst Tr Exchng Traded Fd Vi	1.7%	1.7%	150,577	+2.1%	$9.0M
IVVIshares Core S&p 500 ETF	1.7%	1.6%	11,979	-1.0%	$9.0M
NVDANvidia Corporation Com	1.6%	1.4%	41,381	+4.8%	$8.3M
PKWInvesco Exchange Traded Fd T	1.4%	1.4%	58,527	-0.4%	$7.5M
AAPLApple Inc	1.4%	1.3%	25,540	+1.6%	$7.4M
VOOVanguard S&p 500 ETF	1.4%	1.4%	10,497	-5.9%	$7.2M
SPYINeos ETF Trust	1.3%	—	125,918	—	$6.7M
FAUGFirst Tr Exchng Traded Fd Vi	1.3%	1.2%	118,084	+2.4%	$6.7M
INTCIntel Corp	1.2%	0.4%	44,441	-9.8%	$6.2M
GPSGap Inc	1.1%	1.5%	303,904	+0.1%	$5.7M
EOGEog Res Inc	1.0%	1.2%	40,266	+0.5%	$5.2M
SPYSpdr S&p 500 ETF Tr	1.0%	1.9%	18,748	-74.5%	$5.0M
GOOGLAlphabet Inc	0.9%	0.7%	13,640	+20.7%	$4.9M
JAAAJanus Detroit Str Tr	0.9%	0.9%	92,617	+10.5%	$4.7M
YMARFirst Tr Exchng Traded Fd Vi	0.9%	0.9%	162,062	+1.5%	$4.6M
MSFTMicrosoft Corp	0.8%	0.8%	10,696	+7.5%	$4.0M
AMZNAmazon Com Inc Com	0.8%	0.8%	16,629	-7.5%	$4.0M
METAMeta Platforms Inc Class A	0.7%	0.7%	6,187	-0.4%	$3.5M
DFACDimensional U.s. Core Equity 2	0.6%	0.6%	74,692	+0.1%	$3.3M
OZKBank Ozk Little Rock Ark	0.6%	0.6%	61,874	+0.2%	$3.2M
LRCXLam Research Corp	0.6%	0.4%	7,300	-13.5%	$3.2M
GMOVGmo ETF Trust	0.6%	0.6%	105,231	+2.5%	$3.1M
DFAUDimensional US Core Equity Market ETF	0.6%	0.6%	60,003	-9.0%	$3.1M
GLDMWorld Gold Tr	0.6%	0.7%	39,047	+0.4%	$3.1M
SYMSymbotic Inc	0.5%	0.6%	63,513	+21.0%	$2.9M
BILZPimco ETF Tr	0.5%	0.6%	26,988	+0.1%	$2.7M
TCAFT Rowe Price ETF Inc Capital Appreciatio	0.5%	0.4%	66,255	+10.4%	$2.7M
KLACKla Corp	0.5%	—	8,900	—	$2.7M
DFAXDimensional World Ex U.s. Core	0.5%	0.5%	72,231	+0.4%	$2.7M
PFFIshares Tr	0.5%	0.5%	85,513	+5.7%	$2.6M
MINTPimco ETF Tr	0.5%	0.4%	25,523	+29.4%	$2.6M
DFAIDimensional International Core Equity Ma	0.5%	0.5%	59,197	-2.9%	$2.4M
AVUVAvantis US Small Cap Value ETF	0.5%	0.4%	19,118	+2.4%	$2.4M
AVGOBroadcom Inc	0.5%	0.4%	6,267	+2.4%	$2.4M
AOKIshares Tr	0.4%	0.5%	54,879	+0.0%	$2.3M
MUMicron Technology Inc	0.4%	—	1,962	—	$2.3M
VVisa Inc Com Cl A	0.4%	0.4%	6,412	+1.8%	$2.2M
ACIOAptus Collared Investment Opp ETF	0.4%	0.4%	47,172	+0.6%	$2.2M
MLPXGlobal X Fds	0.4%	0.4%	29,452	+1.5%	$2.2M
TSMTaiwan Semiconductor Manufac	0.4%	—	4,476	—	$2.1M
GOOGAlphabet Inc	0.4%	—	5,904	—	$2.1M
EFAiShs MSCI EAFE	0.4%	—	19,981	—	$2.1M
AMATApplied Matls Inc	0.4%	—	2,828	—	$2.0M
JPMJpmorgan Chase & Co	0.4%	0.4%	6,160	-0.2%	$2.0M

What Legacy Capital Wealth Partners, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +23.6% /yr; S&P 500 +20.1%
3 years: +18.6% /yr; S&P 500 +20.4%
5 years: +9.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$521.4M	377
Q1 2026	$485.4M	385
Q4 2025	$465.9M	376
Q3 2025	$459.8M	378
Q2 2025	$439.3M	366
Q1 2025	$406.5M	351
Q4 2024	$404.1M	337
Q3 2024	$500.1M	357
Q2 2024	$392.6M	298
Q1 2024	$140.6M	112
Q4 2023	$352.9M	283
Q3 2023	$364.4M	281

Questions about Legacy Capital Wealth Partners, LLC's portfolio

What stocks does Legacy Capital Wealth Partners, LLC own?

Legacy Capital Wealth Partners, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 377 positions worth $521.4M. The largest are Walmart Inc (WMT) at 11.7%, Hunt J B Trans Svcs Inc (JBHT) at 6.5%, DR Horton Inc (DHI) at 3.1%, First Trust Rising Dividend Achievers Et (RDVY) at 2.4% and Tesla Inc Com (TSLA) at 1.9%.

What did Legacy Capital Wealth Partners, LLC buy last quarter?

In Q2 2026, Legacy Capital Wealth Partners, LLC added Pimco ETF Tr (MINT) (+29.4% shares), Symbotic Inc (SYM) (+21.0% shares) and Alphabet Inc (GOOGL) (+20.7% shares), compared with its Q1 2026 filing.

What did Legacy Capital Wealth Partners, LLC sell last quarter?

In Q2 2026, Legacy Capital Wealth Partners, LLC cut from its top 50 Invesco S&p 500 Equal Weight ETF (RSP), cut from its top 50 Blackrock Inc (BLK), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Chevron Corp New (CVX), cut from its top 50 Proshares Tr (SH), Spdr S&p 500 ETF Tr (SPY) (-74.5% shares), Lam Research Corp (LRCX) (-13.5% shares) and Intel Corp (INTC) (-9.8% shares), compared with its Q1 2026 filing.

How has Legacy Capital Wealth Partners, LLC's portfolio performed?

A portfolio copying Legacy Capital Wealth Partners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +18.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +23.6% against +20.1%. Over 5 years: +9.9% a year against +11.6%.

When is Legacy Capital Wealth Partners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Capital Wealth Partners, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legacy Capital Wealth Partners, LLC manage?

Legacy Capital Wealth Partners, LLC reported $1.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $521.4M.