Filed: 8/12/2026ACC: 0001951757-26-001236
📋 What this filing means
LEGACY CAPITAL WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 377 equity positions with a total reported market value of $521.39M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
377
Positions
$521.39M
Total AUM (reported)
7.25M
Total Shares
Allocation by class
COM$272.36M52.2%
FT VEST US EQT$17.07M3.3%
RISNG DIVD ACHIV$12.45M2.4%
COM NEW$11.04M2.1%
S&P 500 REVENUE$9.35M1.8%
CORE S&P500 ETF$8.97M1.7%
CL A$7.82M1.5%
Portfolio Concentration
Top 3$111.19M21.3%
4–10$65.53M12.6%
11–25$78.92M15.1%
Rest$265.75M51.0%
Top 3 weight
21.3%
Top 10 weight
33.9%
Voting Authority Distribution
Total shares with voting rights: 7.25M
Sole
Full voting authority
7.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole377
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings377
Rows:
WALMART INC
SOLEShares537.28K
TypeSH
Market value$60.85M
11.67%
Sole
537.28K
Shared
0.00
None
0.00
HUNT J B TRANS SVCS INC
SOLEShares117.16K
TypeSH
Market value$33.91M
6.50%
Sole
117.16K
Shared
0.00
None
0.00
D R HORTON INC
SOLEShares100.84K
TypeSH
Market value$16.42M
3.15%
Sole
100.84K
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares161.25K
TypeSH
Market value$12.45M
2.39%
Sole
161.25K
Shared
0.00
None
0.00
TESLA INC
SOLEShares23.71K
TypeSH
Market value$9.97M
1.91%
Sole
23.71K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares79.11K
TypeSH
Market value$9.35M
1.79%
Sole
79.11K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares150.58K
TypeSH
Market value$9.03M
1.73%
Sole
150.58K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.98K
TypeSH
Market value$8.97M
1.72%
Sole
11.98K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares41.38K
TypeSH
Market value$8.28M
1.59%
Sole
41.38K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares58.53K
TypeSH
Market value$7.48M
1.43%
Sole
58.53K
Shared
0.00
None
0.00
APPLE INC
SOLEShares25.54K
TypeSH
Market value$7.39M
1.42%
Sole
25.54K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.50K
TypeSH
Market value$7.21M
1.38%
Sole
10.50K
Shared
0.00
None
0.00
NEOS ETF TRUST
SOLEShares125.92K
TypeSH
Market value$6.68M
1.28%
Sole
125.92K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares118.08K
TypeSH
Market value$6.67M
1.28%
Sole
118.08K
Shared
0.00
None
0.00
INTEL CORP
SOLEShares44.44K
TypeSH
Market value$6.21M
1.19%
Sole
44.44K
Shared
0.00
None
0.00
GAP INC
SOLEShares303.90K
TypeSH
Market value$5.68M
1.09%
Sole
303.90K
Shared
0.00
None
0.00
EOG RES INC
SOLEShares40.27K
TypeSH
Market value$5.22M
1.00%
Sole
40.27K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares18.75K
TypeSH
Market value$4.99M
0.96%
Sole
18.75K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares13.64K
TypeSH
Market value$4.87M
0.93%
Sole
13.64K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares92.62K
TypeSH
Market value$4.68M
0.90%
Sole
92.62K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares162.06K
TypeSH
Market value$4.57M
0.88%
Sole
162.06K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares10.70K
TypeSH
Market value$3.99M
0.77%
Sole
10.70K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares16.63K
TypeSH
Market value$3.96M
0.76%
Sole
16.63K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares6.19K
TypeSH
Market value$3.49M
0.67%
Sole
6.19K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares74.69K
TypeSH
Market value$3.31M
0.64%
Sole
74.69K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WALMART INCSOLE | COM | 537.28K | SH | $60.85M 11.67% | 537.28K | 0.00 | 0.00 |
HUNT J B TRANS SVCS INCSOLE | COM | 117.16K | SH | $33.91M 6.50% | 117.16K | 0.00 | 0.00 |
D R HORTON INCSOLE | COM | 100.84K | SH | $16.42M 3.15% | 100.84K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 161.25K | SH | $12.45M 2.39% | 161.25K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 23.71K | SH | $9.97M 1.91% | 23.71K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 REVENUE | 79.11K | SH | $9.35M 1.79% | 79.11K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 150.58K | SH | $9.03M 1.73% | 150.58K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.98K | SH | $8.97M 1.72% | 11.98K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 41.38K | SH | $8.28M 1.59% | 41.38K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | BUYBACK ACHIEV | 58.53K | SH | $7.48M 1.43% | 58.53K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 25.54K | SH | $7.39M 1.42% | 25.54K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.50K | SH | $7.21M 1.38% | 10.50K | 0.00 | 0.00 |
NEOS ETF TRUSTSOLE | NEOS S&P 500 HI | 125.92K | SH | $6.68M 1.28% | 125.92K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 118.08K | SH | $6.67M 1.28% | 118.08K | 0.00 | 0.00 |
INTEL CORPSOLE | COM | 44.44K | SH | $6.21M 1.19% | 44.44K | 0.00 | 0.00 |
GAP INCSOLE | COM | 303.90K | SH | $5.68M 1.09% | 303.90K | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 40.27K | SH | $5.22M 1.00% | 40.27K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 18.75K | SH | $4.99M 0.96% | 18.75K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 13.64K | SH | $4.87M 0.93% | 13.64K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 92.62K | SH | $4.68M 0.90% | 92.62K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST INTER EQ | 162.06K | SH | $4.57M 0.88% | 162.06K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 10.70K | SH | $3.99M 0.77% | 10.70K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 16.63K | SH | $3.96M 0.76% | 16.63K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 6.19K | SH | $3.49M 0.67% | 6.19K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 74.69K | SH | $3.31M 0.64% | 74.69K | 0.00 | 0.00 |
Page 1 of 16
…