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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

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

Consumer Staples
13.3%$61.9M
Financials
7.2%$33.7M
Technology
6.9%$32.4M
Healthcare
3.0%$13.7M
Industrials
2.8%$12.8M
Energy
2.5%$11.9M
Materials
0.5%$2.3M
Real Estate
0.3%$1.5M
Utilities
0.1%$574,791

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1WALMART INCWMT522,881$58.3M21.03%
2HUNT J B TRANS SVCS INC445658107119,383$23.2M8.38%
3TESLA INCTSLA24,579$11.1M3.99%
4FIRST TR EXCHANGE TRADED FD33738R506150,627$9.9M3.58%
5SPDR S&P 500 ETF TRSPY65,862$9.8M3.54%
6GAP INCGAP378,581$9.7M3.50%
7ISHARES TR46428720012,259$8.4M3.03%
8FIRST TR EXCHNG TRADED FD VI33740F722140,953$8.0M2.90%
9INVESCO EXCH TRADED FD TR IIIVZ72,517$7.6M2.75%
10VANGUARD INDEX FDS92290836311,493$7.2M2.60%
11INVESCO EXCHANGE TRADED FD TIVZ58,755$7.1M2.56%
12NVIDIA CORPORATIONNVDA37,903$7.1M2.55%
13APPLE INCAAPL24,491$6.7M2.40%
14FIRST TR EXCHNG TRADED FD VI33740F862110,793$5.9M2.12%
15EOG RES INCEOG53,116$5.6M2.01%
16MICROSOFT CORPMSFT9,544$4.6M1.67%
17JANUS DETROIT STR TR47103U84583,344$4.2M1.52%
18FIRST TR EXCHNG TRADED FD VI33740F573154,010$4.1M1.48%
19AMAZON COM INCAMZN17,553$4.1M1.46%
20NEOS ETF TRUST78433H30376,078$4.0M1.44%