Institutional Manager · CIK 0001766228
Legacy Capital Wealth Partners, LLC
LITTLE ROCK, AR · File #028-20903
Latest AUM
$465.9M
Positions
376
Top-10 Concentration
55.3%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 2025376 pos · $465.9M
- 13F HOLDINGS REPORTQ/E Sep 2025378 pos · $459.8M
- 13F HOLDINGS REPORTQ/E Jun 2025366 pos · $439.3M
- 13F HOLDINGS REPORTQ/E Mar 2025351 pos · $406.5M
- 13F HOLDINGS REPORTQ/E Dec 2024337 pos · $404.1M
- 13F HOLDINGS REPORTQ/E Sep 2024359 pos · $500.1M
- 13F HOLDINGS REPORTQ/E Jun 2024298 pos · $392.6M
- 13F HOLDINGS REPORTQ/E Mar 2024112 pos · $140.6M
- 13F HOLDINGS REPORTQ/E Dec 2023281 pos · $364.4M
- 13F HOLDINGS REPORTQ/E Sep 202340 pos · $120.3M
- 13F HOLDINGS REPORTQ/E Jun 2023249 pos · $366.3M
- 13F HOLDINGS REPORTQ/E Mar 202358 pos · $209.3M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | WALMART INC | WMT | 522,881 | $58.3M | 21.03% |
| 2 | HUNT J B TRANS SVCS INC | 445658107 | 119,383 | $23.2M | 8.38% |
| 3 | TESLA INC | TSLA | 24,579 | $11.1M | 3.99% |
| 4 | FIRST TR EXCHANGE TRADED FD | 33738R506 | 150,627 | $9.9M | 3.58% |
| 5 | SPDR S&P 500 ETF TR | SPY | 65,862 | $9.8M | 3.54% |
| 6 | GAP INC | GAP | 378,581 | $9.7M | 3.50% |
| 7 | ISHARES TR | 464287200 | 12,259 | $8.4M | 3.03% |
| 8 | FIRST TR EXCHNG TRADED FD VI | 33740F722 | 140,953 | $8.0M | 2.90% |
| 9 | INVESCO EXCH TRADED FD TR II | IVZ | 72,517 | $7.6M | 2.75% |
| 10 | VANGUARD INDEX FDS | 922908363 | 11,493 | $7.2M | 2.60% |
| 11 | INVESCO EXCHANGE TRADED FD T | IVZ | 58,755 | $7.1M | 2.56% |
| 12 | NVIDIA CORPORATION | NVDA | 37,903 | $7.1M | 2.55% |
| 13 | APPLE INC | AAPL | 24,491 | $6.7M | 2.40% |
| 14 | FIRST TR EXCHNG TRADED FD VI | 33740F862 | 110,793 | $5.9M | 2.12% |
| 15 | EOG RES INC | EOG | 53,116 | $5.6M | 2.01% |
| 16 | MICROSOFT CORP | MSFT | 9,544 | $4.6M | 1.67% |
| 17 | JANUS DETROIT STR TR | 47103U845 | 83,344 | $4.2M | 1.52% |
| 18 | FIRST TR EXCHNG TRADED FD VI | 33740F573 | 154,010 | $4.1M | 1.48% |
| 19 | AMAZON COM INC | AMZN | 17,553 | $4.1M | 1.46% |
| 20 | NEOS ETF TRUST | 78433H303 | 76,078 | $4.0M | 1.44% |