LEGACY CAPITAL WEALTH PARTNERS, LLC

Filed: 11/13/2025ACC: 0001951757-25-001415

📋 What this filing means

LEGACY CAPITAL WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 378 equity positions with a total reported market value of $459.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

378

Positions

$459.77M

Total AUM (reported)

6.78M

Total Shares

Allocation by class

COM$226.24M49.2%

FT VEST US EQT$17.35M3.8%

RISNG DIVD ACHIV$10.04M2.2%

CORE S&P500 ETF$8.81M1.9%

BLOOMBERG 1-3 MO$8.45M1.8%

CL A$8.16M1.8%

BUYBACK ACHIEV$7.79M1.7%

Portfolio Concentration

Top 3$83.40M18.1%

4–10$59.44M12.9%

11–25$74.59M16.2%

Rest$242.33M52.7%

Top 3 weight

18.1%

Top 10 weight

31.1%

Voting Authority Distribution

Total shares with voting rights: 6.78M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

6.78M

% of voting shares100.0%

Investment Discretion (by position count)

Sole378

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings378

Rows:

WALMART INC

SOLE

COM

Shares529.22K

TypeSH

Market value$54.54M

11.86%

Sole

0.00

Shared

0.00

None

529.22K

HUNT J B TRANS SVCS INC

SOLE

COM

Shares119.38K

TypeSH

Market value$16.02M

3.48%

Sole

0.00

Shared

0.00

None

119.38K

TESLA INC

SOLE

COM

Shares28.88K

TypeSH

Market value$12.84M

2.79%

Sole

0.00

Shared

0.00

None

28.88K

FIRST TR EXCHANGE TRADED FD

SOLE

RISNG DIVD ACHIV

Shares156.65K

TypeSH

Market value$10.04M

2.18%

Sole

0.00

Shared

0.00

None

156.65K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares13.16K

TypeSH

Market value$8.81M

1.92%

Sole

0.00

Shared

0.00

None

13.16K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares151.43K

TypeSH

Market value$8.47M

1.84%

Sole

0.00

Shared

0.00

None

151.43K

SPDR SERIES TRUST

SOLE

BLOOMBERG 1-3 MO

Shares92.09K

TypeSH

Market value$8.45M

1.84%

Sole

0.00

Shared

0.00

None

92.09K

GAP INC

SOLE

COM

Shares382.36K

TypeSH

Market value$8.18M

1.78%

Sole

0.00

Shared

0.00

None

382.36K

INVESCO EXCHANGE TRADED FD T

SOLE

BUYBACK ACHIEV

Shares64.55K

TypeSH

Market value$7.79M

1.69%

Sole

0.00

Shared

0.00

None

64.55K

INVESCO EXCH TRADED FD TR II

SOLE

S&P 500 REVENUE

Shares75.35K

TypeSH

Market value$7.71M

1.68%

Sole

0.00

Shared

0.00

None

75.35K

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares11.95K

TypeSH

Market value$7.32M

1.59%

Sole

0.00

Shared

0.00

None

11.95K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares61.97K

TypeSH

Market value$7.19M

1.56%

Sole

0.00

Shared

0.00

None

61.97K

NVIDIA CORPORATION

SOLE

COM

Shares38.15K

TypeSH

Market value$7.12M

1.55%

Sole

0.00

Shared

0.00

None

38.15K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST US EQT

Shares120.04K

TypeSH

Market value$6.23M

1.36%

Sole

0.00

Shared

0.00

None

120.04K

APPLE INC

SOLE

COM

Shares24.21K

TypeSH

Market value$6.16M

1.34%

Sole

0.00

Shared

0.00

None

24.21K

EOG RES INC

SOLE

COM

Shares53.10K

TypeSH

Market value$5.95M

1.30%

Sole

0.00

Shared

0.00

None

53.10K

MICROSOFT CORP

SOLE

COM

Shares9.55K

TypeSH

Market value$4.95M

1.08%

Sole

0.00

Shared

0.00

None

9.55K

FIRST TR EXCHNG TRADED FD VI

SOLE

FT VEST INTER EQ

Shares164.76K

TypeSH

Market value$4.26M

0.93%

Sole

0.00

Shared

0.00

None

164.76K

PIMCO ETF TR

SOLE

ENHAN SHRT MA AC

Shares40.96K

TypeSH

Market value$4.12M

0.90%

Sole

0.00

Shared

0.00

None

40.96K

AMAZON COM INC

SOLE

COM

Shares17.90K

TypeSH

Market value$3.93M

0.85%

Sole

0.00

Shared

0.00

None

17.90K

NEOS ETF TRUST

SOLE

NEOS S&P 500 HI

Shares71.93K

TypeSH

Market value$3.76M

0.82%

Sole

0.00

Shared

0.00

None

71.93K

JANUS DETROIT STR TR

SOLE

HENDRSON AAA CL

Shares73.40K

TypeSH

Market value$3.73M

0.81%

Sole

0.00

Shared

0.00

None

73.40K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQUITY 2

Shares86.90K

TypeSH

Market value$3.35M

0.73%

Sole

0.00

Shared

0.00

None

86.90K

DIMENSIONAL ETF TRUST

SOLE

US CORE EQT MKT

Shares73.23K

TypeSH

Market value$3.35M

0.73%

Sole

0.00

Shared

0.00

None

73.23K

BANK OZK LITTLE ROCK ARK

SOLE

COM

Shares61.84K

TypeSH

Market value$3.15M

0.69%

Sole

0.00

Shared

0.00

None

61.84K

Issuer	Class	Shares	Type	Value / Portfolio %	None
WALMART INCSOLE	COM	529.22K	SH	$54.54M 11.86%	529.22K
HUNT J B TRANS SVCS INCSOLE	COM	119.38K	SH	$16.02M 3.48%	119.38K
TESLA INCSOLE	COM	28.88K	SH	$12.84M 2.79%	28.88K
FIRST TR EXCHANGE TRADED FDSOLE	RISNG DIVD ACHIV	156.65K	SH	$10.04M 2.18%	156.65K
ISHARES TRSOLE	CORE S&P500 ETF	13.16K	SH	$8.81M 1.92%	13.16K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	151.43K	SH	$8.47M 1.84%	151.43K
SPDR SERIES TRUSTSOLE	BLOOMBERG 1-3 MO	92.09K	SH	$8.45M 1.84%	92.09K
GAP INCSOLE	COM	382.36K	SH	$8.18M 1.78%	382.36K
INVESCO EXCHANGE TRADED FD TSOLE	BUYBACK ACHIEV	64.55K	SH	$7.79M 1.69%	64.55K
INVESCO EXCH TRADED FD TR IISOLE	S&P 500 REVENUE	75.35K	SH	$7.71M 1.68%	75.35K
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	11.95K	SH	$7.32M 1.59%	11.95K
SPDR S&P 500 ETF TRSOLE	TR UNIT	61.97K	SH	$7.19M 1.56%	61.97K
NVIDIA CORPORATIONSOLE	COM	38.15K	SH	$7.12M 1.55%	38.15K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST US EQT	120.04K	SH	$6.23M 1.36%	120.04K
APPLE INCSOLE	COM	24.21K	SH	$6.16M 1.34%	24.21K
EOG RES INCSOLE	COM	53.10K	SH	$5.95M 1.30%	53.10K
MICROSOFT CORPSOLE	COM	9.55K	SH	$4.95M 1.08%	9.55K
FIRST TR EXCHNG TRADED FD VISOLE	FT VEST INTER EQ	164.76K	SH	$4.26M 0.93%	164.76K
PIMCO ETF TRSOLE	ENHAN SHRT MA AC	40.96K	SH	$4.12M 0.90%	40.96K
AMAZON COM INCSOLE	COM	17.90K	SH	$3.93M 0.85%	17.90K
NEOS ETF TRUSTSOLE	NEOS S&P 500 HI	71.93K	SH	$3.76M 0.82%	71.93K
JANUS DETROIT STR TRSOLE	HENDRSON AAA CL	73.40K	SH	$3.73M 0.81%	73.40K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQUITY 2	86.90K	SH	$3.35M 0.73%	86.90K
DIMENSIONAL ETF TRUSTSOLE	US CORE EQT MKT	73.23K	SH	$3.35M 0.73%	73.23K
BANK OZK LITTLE ROCK ARKSOLE	COM	61.84K	SH	$3.15M 0.69%	61.84K

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