§ 13F · FUND PROFILE
Legacy Capital Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $460M (13F)Positions · 378Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$36M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 491K | $61M | 12.6% | −6% |
| 2 | JBHT | HUNT J B TRANS SVCS INC | 106K | $22M | 4.6% | −11% |
| 3 | DHI | D R HORTON INC | 108K | $15M | 3.1% | NEW |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | 162K | $11M | 2.2% | +8% |
| 5 | TSLA | TESLA INC | 26K | $10M | 2.0% | +6% |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 74K | $9M | 1.9% | +12% |
| 7 | RWL | INVESCO EXCH TRADED FD TR II | 79K | $8M | 1.7% | +9% |
| 8 | FJUN | FIRST TR EXCHNG TRADED FD VI | 148K | $8M | 1.7% | +5% |
| 9 | IVV | ISHARES TR | 12K | $8M | 1.6% | −1% |
| 10 | GAP | GAP INC | 304K | $7M | 1.5% | −20% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Capital Wealth Partners, LLC is a Other fund managing $460 million in assets. The fund runs a broad portfolio of 378 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed