Q3 2026 13F · SEC CIK 1766228

Legacy Capital Wealth Partners, LLC

Wealth managerFiled 2026-10-21 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $480.9M
Reported positions: 371
Top holdings a year, 3 yrs: +18.6%
Assets under management: $1.5B

Legacy Capital Wealth Partners, LLC is a wealth manager that reported 371 positions worth $480.9M in its Q3 2026 13F, filed 2026-10-21. Its largest holdings were Walmart Inc (WMT, 9.0%), Hunt J B Trans Svcs Inc (JBHT, 5.5%), First Tr Exchange Traded Fd (RDVY, 2.5%). 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 371 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
WMTWalmart Inc	9.0%	11.7%	416,781	-22.4%	$43.3M
JBHTHunt J B Trans Svcs Inc	5.5%	6.5%	117,156	+0.0%	$26.2M
RDVYFirst Tr Exchange Traded Fd	2.5%	2.4%	162,355	+0.7%	$12.0M
NVDANvidia Corporation	2.0%	1.6%	41,215	-0.4%	$9.4M
RWLInvesco Exch Traded Fd Tr II	2.0%	1.8%	79,791	+0.9%	$9.4M
FJUNFirst Tr Exchng Traded Fd Vi	1.9%	1.7%	147,311	-2.2%	$9.0M
AAPLApple Inc	1.8%	1.4%	26,558	+4.0%	$8.8M
IVVIshares Tr	1.8%	1.7%	11,517	-3.9%	$8.8M
TSLATesla Inc	1.6%	1.9%	22,174	-6.5%	$7.9M
PKWInvesco Exchange Traded Fd T	1.6%	1.4%	59,400	+1.5%	$7.6M
BILSpdr Series Trust	1.6%	—	82,514	—	$7.6M
VOOVanguard Index Fds	1.5%	1.4%	10,332	-1.6%	$7.2M
GPSGap Inc/the	1.4%	1.1%	301,397	-0.8%	$6.9M
FAUGFirst Tr Exchng Traded Fd Vi	1.4%	1.3%	118,858	+0.7%	$6.8M
MSFTMicrosoft Corp	1.2%	0.8%	11,022	+3.0%	$5.7M
EOGEog Res Inc	1.2%	1.0%	40,244	-0.1%	$5.5M
SPYState Str Spdr S&p 500 ETF T	1.1%	1.0%	20,856	+11.2%	$5.1M
GOOGLAlphabet Inc	1.0%	0.9%	14,077	+3.2%	$4.8M
JAAAJanus Detroit Str Tr	1.0%	0.9%	93,387	+0.8%	$4.7M
GLDMWorld Gold Tr	1.0%	0.6%	57,082	+46.2%	$4.7M
YMARFirst Tr Exchng Traded Fd Vi	1.0%	0.9%	162,931	+0.5%	$4.7M
AMZNAmazon Com Inc	0.9%	0.8%	18,036	+8.5%	$4.5M
GMOVGmo US Value ETF	0.7%	0.6%	111,322	+5.8%	$3.5M
DFACDimensional ETF Trust	0.7%	0.6%	76,065	+1.8%	$3.4M
DFAUDimensional ETF Trust	0.7%	0.6%	60,443	+0.7%	$3.2M
METAMeta Platforms Inc	0.7%	0.7%	4,312	-30.3%	$3.1M
TCAFT Rowe Price Exchange-Traded	0.6%	0.5%	68,714	+3.7%	$2.9M
ACYSFirst Tr Exchange-Traded Fd	0.6%	—	140,312	—	$2.9M
OZKBank Ozk Little Rock Ark Com	0.6%	0.6%	61,886	+0.0%	$2.8M
BILZPimco ETF Tr	0.6%	0.5%	27,016	+0.1%	$2.7M
PFFIshares Tr	0.6%	0.5%	90,719	+6.1%	$2.7M
SYMSymbotic Inc	0.6%	0.5%	63,519	+0.0%	$2.7M
DFAXDimensional ETF Trust	0.5%	0.5%	70,525	-2.4%	$2.6M
NPFDNuveen Vriabl Rat Pfd & Inm	0.5%	—	147,232	—	$2.5M
SPYINeos ETF Trust	0.5%	1.3%	47,570	-62.2%	$2.5M
DFAIDimensional ETF Trust	0.5%	0.5%	60,265	+1.8%	$2.5M
MUMicron Technology Inc	0.5%	0.4%	2,305	+17.5%	$2.5M
AVUVAmerican Centy ETF Tr	0.5%	0.5%	20,468	+7.1%	$2.4M
WCMIFirst Tr Exchange-Traded Fd	0.5%	—	125,448	—	$2.4M
VVisa Inc	0.5%	0.4%	6,468	+0.9%	$2.3M
ACIOETF Ser Solutions	0.5%	0.4%	47,835	+1.4%	$2.2M
AVGOBroadcom Inc	0.5%	0.5%	6,341	+1.2%	$2.2M
AOKIshares Tr	0.5%	0.4%	54,879	+0.0%	$2.2M
GOOGAlphabet Inc	0.5%	0.4%	6,485	+9.8%	$2.2M
LRCXLam Research Corp	0.4%	0.6%	6,409	-12.2%	$2.1M
RISRTidal Trust I	0.4%	—	56,682	—	$2.1M
TRINTrinity Cap Inc	0.4%	—	112,790	—	$2.0M
MINTPimco Enhanced Short Maturity Active Exc	0.4%	0.5%	19,650	-23.0%	$2.0M
HTGCHercules Capital Inc	0.4%	—	116,126	—	$2.0M
JPMJpmorgan Chase & Co	0.4%	0.4%	5,887	-4.4%	$1.9M

What Legacy Capital Wealth Partners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$480.9M	371
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

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 Q3 2026 and filed Oct 21, 2026, lists 371 positions worth $480.9M. The largest are Walmart Inc (WMT) at 9.0%, Hunt J B Trans Svcs Inc (JBHT) at 5.5%, First Tr Exchange Traded Fd (RDVY) at 2.5%, Nvidia Corporation (NVDA) at 2.0% and Invesco Exch Traded Fd Tr II (RWL) at 2.0%.

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

In Q3 2026, Legacy Capital Wealth Partners, LLC added World Gold Tr (GLDM) (+46.2% shares), Micron Technology Inc (MU) (+17.5% shares) and State Str Spdr S&p 500 ETF T (SPY) (+11.2% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Legacy Capital Wealth Partners, LLC cut from its top 50 D R Horton Inc (DHI), cut from its top 50 Intel Corp (INTC), cut from its top 50 Kla Corp (KLAC), cut from its top 50 Global X Fds (MLPX), cut from its top 50 Taiwan Semiconductor Manufac (TSM), Neos ETF Trust (SPYI) (-62.2% shares), Meta Platforms Inc (META) (-30.3% shares) and Pimco Enhanced Short Maturity Active Exc (MINT) (-23.0% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $480.9M.