Legacy Capital Wealth Partners, LLC

CIK 0001766228 · LITTLE ROCK, AR · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Legacy Capital Wealth Partners, LLC reported 377 positions worth $521.4M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: WMT (11.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$521.4M
2026 Q2
Positions
377
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.9%
Est. Net Flow (Q)
2026 Q2
10 / 377 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1WMTWALMART INCSH$60.9M11.67%537,285
2JBHTHUNT J B TRANS SVCS INCSH$33.9M6.50%117,156
3DHID R HORTON INCSH$16.4M3.15%100,839
4RDVYFIRST TR EXCHANGE TRADED FDSH$12.5M2.39%161,249
5TSLATESLA INCSH$10.0M1.91%23,711
6RWLINVESCO EXCH TRADED FD TR IISH$9.3M1.79%79,115
7FJUNFIRST TR EXCHNG TRADED FD VISH$9.0M1.73%150,577
8IVVISHARES TRSH$9.0M1.72%11,979
9NVDANVIDIA CORPORATIONSH$8.3M1.59%41,381
10PKWINVESCO EXCHANGE TRADED FD TSH$7.5M1.43%58,527

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Legacy Capital Wealth Partners, LLC hold as of Q2 2026?

Legacy Capital Wealth Partners, LLC reported 377 positions worth $521.4M in its Q2 2026 13F filing. Largest positions: WMT (11.7%), JBHT (6.5%), DHI (3.1%), RDVY (2.4%) and TSLA (1.9%).

What did Legacy Capital Wealth Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Legacy Capital Wealth Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.