Filed: 10/21/2026ACC: 0001951757-26-001727
📋 What this filing means
LEGACY CAPITAL WEALTH PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 371 equity positions with a total reported market value of $480.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
371
Positions
$480.88M
Total AUM (reported)
7.33M
Total Shares
Allocation by class
COM$226.06M47.0%
FT VEST US EQT$17.22M3.6%
RISNG DIVD ACHIV$12.03M2.5%
S&P 500 REVENUE$9.41M2.0%
CL A$8.87M1.8%
CORE S&P500 ETF$8.82M1.8%
COM NEW$8.06M1.7%
Portfolio Concentration
Top 3$81.59M17.0%
4–10$60.96M12.7%
11–25$78.24M16.3%
Rest$260.09M54.1%
Top 3 weight
17.0%
Top 10 weight
29.6%
Voting Authority Distribution
Total shares with voting rights: 7.33M
Sole
Full voting authority
7.33M
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)
Sole371
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings371
Rows:
WALMART INC
SOLEShares416.78K
TypeSH
Market value$43.31M
9.01%
Sole
416.78K
Shared
0.00
None
0.00
HUNT J B TRANS SVCS INC
SOLEShares117.16K
TypeSH
Market value$26.25M
5.46%
Sole
117.16K
Shared
0.00
None
0.00
FIRST TR EXCHANGE TRADED FD
SOLEShares162.35K
TypeSH
Market value$12.03M
2.50%
Sole
162.35K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares41.22K
TypeSH
Market value$9.41M
1.96%
Sole
41.22K
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares79.79K
TypeSH
Market value$9.41M
1.96%
Sole
79.79K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares147.31K
TypeSH
Market value$9.01M
1.87%
Sole
147.31K
Shared
0.00
None
0.00
APPLE INC
SOLEShares26.56K
TypeSH
Market value$8.84M
1.84%
Sole
26.56K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.52K
TypeSH
Market value$8.82M
1.83%
Sole
11.52K
Shared
0.00
None
0.00
TESLA INC
SOLEShares22.17K
TypeSH
Market value$7.87M
1.64%
Sole
22.17K
Shared
0.00
None
0.00
INVESCO EXCHANGE TRADED FD T
SOLEShares59.40K
TypeSH
Market value$7.60M
1.58%
Sole
59.40K
Shared
0.00
None
0.00
SPDR SERIES TRUST
SOLEShares82.51K
TypeSH
Market value$7.56M
1.57%
Sole
82.51K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.33K
TypeSH
Market value$7.24M
1.51%
Sole
10.33K
Shared
0.00
None
0.00
GAP INC
SOLEShares301.40K
TypeSH
Market value$6.88M
1.43%
Sole
301.40K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares118.86K
TypeSH
Market value$6.85M
1.42%
Sole
118.86K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares11.02K
TypeSH
Market value$5.65M
1.18%
Sole
11.02K
Shared
0.00
None
0.00
EOG RES INC
SOLEShares40.24K
TypeSH
Market value$5.54M
1.15%
Sole
40.24K
Shared
0.00
None
0.00
STATE STR SPDR S&P 500 ETF T
SOLEShares20.86K
TypeSH
Market value$5.06M
1.05%
Sole
20.86K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares14.08K
TypeSH
Market value$4.84M
1.01%
Sole
14.08K
Shared
0.00
None
0.00
JANUS DETROIT STR TR
SOLEShares93.39K
TypeSH
Market value$4.71M
0.98%
Sole
93.39K
Shared
0.00
None
0.00
WORLD GOLD TR
SOLEShares57.08K
TypeSH
Market value$4.69M
0.98%
Sole
57.08K
Shared
0.00
None
0.00
FIRST TR EXCHNG TRADED FD VI
SOLEShares162.93K
TypeSH
Market value$4.65M
0.97%
Sole
162.93K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares18.04K
TypeSH
Market value$4.49M
0.93%
Sole
18.04K
Shared
0.00
None
0.00
GMO ETF TRUST
SOLEShares111.32K
TypeSH
Market value$3.51M
0.73%
Sole
111.32K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares76.06K
TypeSH
Market value$3.38M
0.70%
Sole
76.06K
Shared
0.00
None
0.00
DIMENSIONAL ETF TRUST
SOLEShares60.44K
TypeSH
Market value$3.16M
0.66%
Sole
60.44K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
WALMART INCSOLE | COM | 416.78K | SH | $43.31M 9.01% | 416.78K | 0.00 | 0.00 |
HUNT J B TRANS SVCS INCSOLE | COM | 117.16K | SH | $26.25M 5.46% | 117.16K | 0.00 | 0.00 |
FIRST TR EXCHANGE TRADED FDSOLE | RISNG DIVD ACHIV | 162.35K | SH | $12.03M 2.50% | 162.35K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 41.22K | SH | $9.41M 1.96% | 41.22K | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | S&P 500 REVENUE | 79.79K | SH | $9.41M 1.96% | 79.79K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 147.31K | SH | $9.01M 1.87% | 147.31K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 26.56K | SH | $8.84M 1.84% | 26.56K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 11.52K | SH | $8.82M 1.83% | 11.52K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 22.17K | SH | $7.87M 1.64% | 22.17K | 0.00 | 0.00 |
INVESCO EXCHANGE TRADED FD TSOLE | BUYBACK ACHIEV | 59.40K | SH | $7.60M 1.58% | 59.40K | 0.00 | 0.00 |
SPDR SERIES TRUSTSOLE | ST STR BLO 1 ETF | 82.51K | SH | $7.56M 1.57% | 82.51K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 10.33K | SH | $7.24M 1.51% | 10.33K | 0.00 | 0.00 |
GAP INCSOLE | COM | 301.40K | SH | $6.88M 1.43% | 301.40K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST US EQT | 118.86K | SH | $6.85M 1.42% | 118.86K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 11.02K | SH | $5.65M 1.18% | 11.02K | 0.00 | 0.00 |
EOG RES INCSOLE | COM | 40.24K | SH | $5.54M 1.15% | 40.24K | 0.00 | 0.00 |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 20.86K | SH | $5.06M 1.05% | 20.86K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 14.08K | SH | $4.84M 1.01% | 14.08K | 0.00 | 0.00 |
JANUS DETROIT STR TRSOLE | HENDRSON AAA CL | 93.39K | SH | $4.71M 0.98% | 93.39K | 0.00 | 0.00 |
WORLD GOLD TRSOLE | SPDR GLD MINIS | 57.08K | SH | $4.69M 0.98% | 57.08K | 0.00 | 0.00 |
FIRST TR EXCHNG TRADED FD VISOLE | FT VEST INTER EQ | 162.93K | SH | $4.65M 0.97% | 162.93K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 18.04K | SH | $4.49M 0.93% | 18.04K | 0.00 | 0.00 |
GMO ETF TRUSTSOLE | GMO US VALUE | 111.32K | SH | $3.51M 0.73% | 111.32K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US COR EQU 2 ETF | 76.06K | SH | $3.38M 0.70% | 76.06K | 0.00 | 0.00 |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 60.44K | SH | $3.16M 0.66% | 60.44K | 0.00 | 0.00 |
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