Legacy Capital Wealth Partners, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$485.4M
Q ending 2026-03-31
Prior quarter
$465.9M
Q ending 2025-12-31
Change
+4.2% QoQ · +19.4% YoY
Positions
385
reported holdings
Largest positions
Top 100 of 385 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Walmart Inc | WMT | Shares | $61.0M | 491K |
| Hunt J B Trans Svcs Inc | JBHT | Shares | $22.5M | 106K |
| D R Horton Inc | DHI | Shares | $14.9M | 108K |
| First Tr Exchange Traded Fd | RDVY | Shares | $10.6M | 162K |
| Tesla Inc | TSLA | Shares | $9.7M | 26K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $9.1M | 74K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $8.4M | 79K |
| First Tr Exchng Traded Fd Vi | FJUN | Shares | $8.3M | 148K |
| Ishares Tr | IVV | Shares | $7.9M | 12K |
| Gap Inc | GAP | Shares | $7.3M | 304K |
| Invesco Exchange Traded Fd T | PKW | Shares | $7.0M | 59K |
| Nvidia Corporation | NVDA | Shares | $6.9M | 39K |
| Vanguard Index Fds | VOO | Shares | $6.7M | 11K |
| Apple Inc | AAPL | Shares | $6.4M | 25K |
| First Tr Exchng Traded Fd Vi | FAUG | Shares | $6.0M | 115K |
| Eog Res Inc | EOG | Shares | $5.8M | 40K |
| First Tr Exchng Traded Fd Vi | YMAR | Shares | $4.3M | 160K |
| Janus Detroit Str Tr | JAAA | Shares | $4.2M | 84K |
| Invesco Exchange Traded Fd T | RSP | Shares | $3.9M | 20K |
| Amazon Com Inc | AMZN | Shares | $3.7M | 18K |
| Microsoft Corp | MSFT | Shares | $3.7M | 10K |
| World Gold Tr | GLDM | Shares | $3.6M | 39K |
| Meta Platforms Inc | META | Shares | $3.6M | 6K |
| Alphabet Inc | GOOGL | Shares | $3.3M | 11K |
| Dimensional Etf Trust | DFAU | Shares | $3.0M | 66K |
| Dimensional Etf Trust | DFAC | Shares | $2.9M | 75K |
| Gmo Etf Trust | GMOV | Shares | $2.9M | 103K |
| Bank Ozk Little Rock Ark | OZK | Shares | $2.8M | 62K |
| Symbotic Inc | SYM | Shares | $2.8M | 53K |
| Pimco Etf Tr | BILZ | Shares | $2.7M | 27K |
| Ishares Tr | PFF | Shares | $2.5M | 81K |
| Dimensional Etf Trust | DFAX | Shares | $2.4M | 72K |
| Dimensional Etf Trust | DFAI | Shares | $2.4M | 61K |
| Blackrock Inc | BLK | Shares | $2.2M | 2K |
| Ishares Tr | AOK | Shares | $2.2M | 55K |
| Intel Corp | INTC | Shares | $2.2M | 49K |
| Global X Fds | MLPX | Shares | $2.1M | 29K |
| T Rowe Price Etf Inc | TCAF | Shares | $2.1M | 60K |
| Exxon Mobil Corp | XOM | Shares | $2.1M | 12K |
| American Centy Etf Tr | AVUV | Shares | $2.1M | 19K |
| Chevron Corporation | CVX | Shares | $2.1M | 10K |
| Pimco Etf Tr | MINT | Shares | $2.0M | 20K |
| Etf Ser Solutions | ACIO | Shares | $2.0M | 47K |
| Visa Inc | V | Shares | $1.9M | 6K |
| Broadcom Inc | AVGO | Shares | $1.9M | 6K |
| Proshares Tr | SH | Shares | $1.8M | 48K |
| Jpmorgan Chase & Co | JPM | Shares | $1.8M | 6K |
| Lam Research Corp | LRCX | Shares | $1.8M | 8K |
| First Tr Exchng Traded Fd Vi | DMAR | Shares | $1.8M | 42K |
| Verizon Communications Inc | VZ | Shares | $1.7M | 34K |
| First Tr Exch Traded Fd Iii | FTLS | Shares | $1.7M | 24K |
| Philip Morris Intl Inc | PM | Shares | $1.7M | 10K |
| Ishares Tr | EFA | Shares | $1.7M | 17K |
| Gladstone Invt Corp | GAIN | Shares | $1.7M | 119K |
| Vanguard Index Fds | VTV | Shares | $1.7M | 8K |
| Alphabet Inc | GOOG | Shares | $1.6M | 6K |
| Pimco Etf Tr | LDUR | Shares | $1.6M | 17K |
| Dimensional Etf Trust | DFAT | Shares | $1.6M | 25K |
| Capital Southwest Corp | CSWC | Shares | $1.6M | 71K |
| Trinity Cap Inc | TRIN | Shares | $1.6M | 105K |
| Main Str Cap Corp | MAIN | Shares | $1.5M | 29K |
| Golub Cap Bdc Inc | GBDC | Shares | $1.5M | 120K |
| Ares Capital Corp | ARCC | Shares | $1.5M | 84K |
| Vanguard Bd Index Fds | BND | Shares | $1.5M | 20K |
| Hercules Capital Inc | HTGC | Shares | $1.5M | 98K |
| Tjx Cos Inc New | TJX | Shares | $1.4M | 9K |
| Netflix Inc. | NFLX | Shares | $1.4M | 15K |
| Spdr Gold Tr | GLD | Shares | $1.4M | 3K |
| Blackstone Secd Lending Fd | BXSL | Shares | $1.4M | 59K |
| Fidus Invt Corp | FDUS | Shares | $1.4M | 80K |
| First Tr Exchange-Traded Fd | HYLS | Shares | $1.4M | 34K |
| Sixth Street Specialty Lendi | TSLX | Shares | $1.4M | 75K |
| First Tr Exchange-Traded Fd | RDVI | Shares | $1.4M | 53K |
| Goldman Sachs Etf Tr | GPIX | Shares | $1.4M | 27K |
| First Tr Exchange-Traded Fd | WCMI | Shares | $1.3M | 79K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $1.3M | 14K |
| First Tr Exchng Traded Fd Vi | UCON | Shares | $1.3M | 53K |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $1.3M | 34K |
| Taiwan Semiconductor Manufac | TSM | Shares | $1.3M | 4K |
| Home Depot Inc | HD | Shares | $1.3M | 4K |
| Spdr Series Trust | CWB | Shares | $1.3M | 14K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.3M | 3K |
| Blue Owl Capital Corporation | OBDC | Shares | $1.3M | 113K |
| Us Bancorp | USB | Shares | $1.2M | 24K |
| First Tr Exchng Traded Fd Vi | BUFZ | Shares | $1.2M | 47K |
| Kla Corp | KLAC | Shares | $1.2M | 830 |
| Mastercard Incorporated | MA | Shares | $1.2M | 2K |
| Morgan Stanley Direct Lendin | MSDL | Shares | $1.2M | 86K |
| Texas Instrs Inc | TXN | Shares | $1.2M | 6K |
| Ishares Tr | IEFA | Shares | $1.2M | 20K |
| Gladstone Cap Corp | GLAD | Shares | $1.2M | 68K |
| Marsh & Mclennan Cos Inc | MRSH | Shares | $1.2M | 7K |
| Ishares Tr | IWF | Shares | $1.2M | 3K |
| Ww Grainger Inc | GWW | Shares | $1.1M | 1K |
| Applied Matls Inc | AMAT | Shares | $1.1M | 3K |
| First Tr Exchange-Traded Fd | FTSL | Shares | $1.1M | 25K |
| Mckesson Corp | MCK | Shares | $1.1M | 1K |
| Union Pac Corp | UNP | Shares | $1.1M | 5K |
| Ab Active Etfs Inc | TAFM | Shares | $1.1M | 43K |
| Oreilly Automotive Inc | ORLY | Shares | $1.1M | 12K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.