§ 13F · FUND PROFILE
Legacy Capital Wealth Partners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $439.3T (13F)Positions · 366Turnover · — · Q4Filed · Jan 16, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 16, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 523K | $58.3T | 12.5% | −1% |
| 2 | JBHT | HUNT J B TRANS SVCS INC | 119K | $23.2T | 5.0% | ±0% |
| 3 | TSLA | TESLA INC | 25K | $11.1T | 2.4% | −15% |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | 151K | $9.9T | 2.1% | −4% |
| 5 | SPY | SPDR S&P 500 ETF TR | 66K | $9.8T | 2.1% | +6% |
| 6 | GAP | GAP INC | 379K | $9.7T | 2.1% | −1% |
| 7 | IVV | ISHARES TR | 12K | $8.4T | 1.8% | −7% |
| 8 | FJUN | FIRST TR EXCHNG TRADED FD VI | 141K | $8.0T | 1.7% | −7% |
| 9 | RWL | INVESCO EXCH TRADED FD TR II | 73K | $7.6T | 1.6% | −4% |
| 10 | VOO | VANGUARD INDEX FDS | 11K | $7.2T | 1.5% | −4% |
§ 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 $439322.5 trillion in assets. The fund runs a broad portfolio of 366 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed