Legacy Capital Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 16, 2026, for the 2025 Q4 period, Legacy Capital Wealth Partners, LLC held in its portfolio 363 assets valued at $465,899,166 (i.e. $465.90M).

The most valuable assets in the portfolio included: WALMART INC ($58.25M), HUNT J B TRANS SVCS INC ($23.20M), and FIRST TR EXCHNG TRADED FD VI ($16.61M).

The chart below shows the top 10 valuable assets, and the table below shows the top 363 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in Legacy Capital Wealth Partners, LLC Portfolio
WALMART INC
HUNT J B TRANS SVCS INC
FIRST TR EXCHNG TRADED FD VI
TESLA INC
FIRST TR EXCHANGE TRADED FD
SPDR S&P 500 ETF TR
GAP INC
ISHARES TR
SPDR SERIES TRUST
INVESCO EXCH TRADED FD TR II
Legacy Capital Wealth Partners, LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
WALMART INC 522881 58254195 COM
HUNT J B TRANS SVCS INC 119383 23200892 COM
FIRST TR EXCHNG TRADED FD VI 314045 16613891 FT VEST US EQT
TESLA INC 24579 11053668 COM
FIRST TR EXCHANGE TRADED FD 150627 9929629 RISNG DIVD ACHIV
SPDR S&P 500 ETF TR 65862 9795911 TR UNIT
GAP INC 378581 9691674 COM
ISHARES TR 12259 8396625 CORE S&P500 ETF
SPDR SERIES TRUST 111229 8090268 STATE STREET SPD
INVESCO EXCH TRADED FD TR II 72517 7629540 S&P 500 REVENUE
VANGUARD INDEX FDS 11493 7207303 S&P 500 ETF SHS
INVESCO EXCHANGE TRADED FD T 58755 7102311 BUYBACK ACHIEV
NVIDIA CORPORATION 37903 7068917 COM
APPLE INC 24491 6658116 COM
EOG RES INC 53116 5577695 COM
MICROSOFT CORP 9544 4615455 COM
JANUS DETROIT STR TR 83344 4215516 HENDRSON AAA CL
FIRST TR EXCHNG TRADED FD VI 154010 4092192 FT VEST INTER EQ
AMAZON COM INC 17553 4051583 COM
NEOS ETF TRUST 76078 3996377 NEOS S&P 500 HI
DIMENSIONAL ETF TRUST 86010 3405135 US CORE EQUITY 2
WORLD GOLD TR 38950 3325158 SPDR GLD MINIS
DIMENSIONAL ETF TRUST 69992 3275625 US CORE EQT MKT
ALPHABET INC 10377 3248006 CAP STK CL A
SYMBOTIC INC 53174 3163853 CLASS A COM
BANK OZK LITTLE ROCK ARK 61794 2843782 COM
META PLATFORMS INC 4193 2767784 CL A
PIMCO ETF TR 26931 2713666 ULTRA SHORT GOVT
GMO ETF TRUST 96504 2652886 GMO US VALUE
DIMENSIONAL ETF TRUST 78481 2568689 WORLD EX US CORE
ETF SER SOLUTIONS 53688 2346179 APTUS COLLRD INV
J P MORGAN EXCHANGE TRADED F 40850 2338251 EQUITY PREMIUM
ISHARES TR 71190 2204057 PFD AND INCM SEC
ISHARES TR 54879 2202294 CORE 30/70 CONSE
VISA INC 6182 2168069 COM CL A
PIMCO ETF TR 20652 2072222 ENHAN SHRT MA AC
AMERICAN CENTY ETF TR 19618 2000668 US SML CP VALU
BROADCOM INC 5715 1977971 COM
T ROWE PRICE ETF INC 49261 1882750 CAP APPRECIATION
JPMORGAN CHASE & CO. 5825 1877020 COM
GLOBAL X FDS 30718 1859357 GLB X MLP ENRG I
FIRST TR EXCH TRADED FD III 25120 1783298 LNG/SHT EQUITY
PHILIP MORRIS INTL INC 10957 1757437 COM
ISHARES TR 18242 1751734 MSCI EAFE ETF
EXXON MOBIL CORP 14162 1704227 COM
DIMENSIONAL ETF TRUST 44456 1694234 INTL CORE EQT MK
PIMCO ETF TR 17638 1692320 ENHNCD LW DUR AC
HERCULES CAPITAL INC 89597 1686220 COM
MAIN STR CAP CORP 27586 1665940 COM
CHEVRON CORP NEW 10652 1623443 COM
VANGUARD INDEX FDS 8429 1609876 VALUE ETF
GOLUB CAP BDC INC 117221 1590688 COM
ALPHABET INC 4981 1563020 CAP STK CL C
GLADSTONE INVT CORP 111329 1555269 COM
SIXTH STREET SPECIALTY LENDI 68082 1478738 COM
VANGUARD BD INDEX FDS 19904 1474289 TOTAL BND MRKT
CAPITAL SOUTHWEST CORP 66218 1466732 COM
ARES CAPITAL CORP 72298 1462584 COM
US BANCORP DEL 27281 1455738 COM NEW
TRINITY CAP INC 98286 1439886 COM
FIDUS INVT CORP 72921 1407377 COM
BLACKSTONE SECD LENDING FD 53413 1406377 COMMON STOCK
FIRST TR EXCHANGE-TRADED FD 14953 1383363 CAP STRENGTH ETF
FIRST TR EXCHANGE-TRADED FD 33268 1355860 FIRST TR TA HIYL
VERIZON COMMUNICATIONS INC 33174 1351158 COM
BERKSHIRE HATHAWAY INC DEL 2684 1349113 CL B NEW
MASTERCARD INCORPORATED 2338 1334639 CL A
LAM RESEARCH CORP 7723 1322082 COM NEW
HOME DEPOT INC 3832 1318659 COM
SPDR GOLD TR 3313 1312975 GOLD SHS
FIRST TR EXCHNG TRADED FD VI 51772 1303105 SMITH UNCONSTRAI
CAVA GROUP INC 22025 1292647 COM
TJX COS INC NEW 8379 1287066 COM
MORGAN STANLEY DIRECT LENDIN 76982 1268665 COM SHS
BLUE OWL CAPITAL CORPORATION 101735 1264569 COM
GLADSTONE CAPITAL CORP 60644 1252902 COM NEW
T ROWE PRICE ETF INC 24778 1235434 PRICE BLUE CHIP
SCHWAB STRATEGIC TR 43738 1198417 US DIVIDEND EQ
NETFLIX INC 12669 1187832 COM
FIRST TR EXCHANGE-TRADED FD 25462 1168189 SENIOR LN FD
JOHNSON & JOHNSON 5634 1165942 COM
DIMENSIONAL ETF TRUST 18520 1102682 US TARGETED VLU
WW GRAINGER INC 1084 1094212 COM
MARSH & MCLENNAN COS INC 5845 1084438 COM
UNION PAC CORP 4624 1069659 COM
UNILEVER PLC 16331 1068047 SPON ADR NEW
TAIWAN SEMICONDUCTOR MFG LTD 3431 1042596 SPONSORED ADS
OREILLY AUTOMOTIVE INC 11375 1037514 COM
ISHARES TR 9010 1026419 EAFE GRWTH ETF
VANGUARD TAX-MANAGED FDS 15679 979463 VAN FTSE DEV MKT
GSK PLC 19786 970305 SPONSORED ADR
ISHARES TR 7070 968134 RUS MD CP GR ETF
MEDTRONIC PLC 10049 965304 SHS
ICON PLC 5215 950277 SHS
AB ACTIVE ETFS INC 37305 948293 TAX AWARE INTERM
TEXAS INSTRS INC 5464 948024 COM
WILLIAMS COS INC 15749 946650 COM
INTUIT 1418 939493 COM
FIRST TR EXCHNG TRADED FD VI 28225 929537 FT VEST US EQUIT
FIRST TR EXCHNG TRADED FD VI 34871 925128 FT VEST LAD
PALANTIR TECHNOLOGIES INC 5194 923205 CL A
ABBVIE INC 4034 921770 COM
HARTFORD INSURANCE GROUP INC 6554 903124 COM
LOWES COS INC 3741 902091 COM
ISHARES TR 4288 901938 RUS 1000 VAL ETF
PARKER-HANNIFIN CORP 1010 888189 COM
ARISTA NETWORKS INC 6701 878032 COM SHS
ALPS ETF TR 33627 876656 SMITH CORE PLUS
PROCTER AND GAMBLE CO 6106 875082 COM
KLA CORP 718 872927 COM NEW
TRUIST FINL CORP 17567 864472 COM
UNITED PARCEL SERVICE INC 8667 859632 CL B
AMERICAN CENTY ETF TR 12030 856509 AVANTIS US MID C
MCKESSON CORP 1043 855760 COM
INVESCO EXCHANGE TRADED FD T 12723 853354 GBL LISTED PVT
ISHARES TR 1780 842549 RUS 1000 GRW ETF
GENUINE PARTS CO 6765 831824 COM
INTUITIVE SURGICAL INC 1454 823457 COM NEW
WELLS FARGO CO NEW 8756 816100 COM
SYNOPSYS INC 1725 810267 COM
VANGUARD INDEX FDS 2882 804481 MCAP GR IDXVIP
ELI LILLY & CO 746 801194 COM
PIMCO ETF TR 29971 799631 MULTISECTOR BD
PNC FINL SVCS GROUP INC 3822 797830 COM
APPLIED MATLS INC 3086 793121 COM
VERTEX PHARMACEUTICALS INC 1727 782953 COM
INVESCO QQQ TR 1262 775137 UNIT SER 1
THERMO FISHER SCIENTIFIC INC 1327 769024 COM
CAPITAL ONE FINL CORP 3145 762229 COM
TRAVELERS COMPANIES INC 2625 761416 COM
COSTCO WHSL CORP NEW 879 757864 COM
AB ACTIVE ETFS INC 29931 754561 TAX AWARE SHRT
VICTORY PORTFOLIOS II 19069 750921 SHARES FREE CASH
ASTRAZENECA PLC 7992 734747 SPONSORED ADR
LOCKHEED MARTIN CORP 1519 734575 COM
WP CAREY INC 11367 731580 COM
COCA COLA CO 10394 726637 COM
DISNEY WALT CO 6358 723295 COM
DIMENSIONAL ETF TRUST 21705 718008 EMERGING MKTS CO
FIRST TR EXCHNG TRADED FD VI 30792 717469 FT VEST LADDERED
ROSS STORES INC 3968 714876 COM
ISHARES TR 7473 711579 MBS ETF
CENCORA INC 2102 710043 COM
ASML HOLDING N V 656 702003 N Y REGISTRY SHS
L3HARRIS TECHNOLOGIES INC 2374 696823 COM
HERSHEY CO 3799 691279 COM
FIRST TR EXCHANGE TRADED FD 19032 681522 FIRST TRUST S&P
ISHARES ETHEREUM TR 30311 679876 SHS
APPLOVIN CORP 986 664387 COM CL A
ACCENTURE PLC IRELAND 2453 658140 SHS CLASS A
AT&T INC 26492 658068 COM
TEXAS PACIFIC LAND CORPORATI 2273 652813 COM
BROADRIDGE FINL SOLUTIONS IN 2913 649994 COM
PROGRESSIVE CORP 2838 646340 COM
HOME BANCSHARES INC 23093 641535 COM
S&P GLOBAL INC 1225 640169 COM
LINDE PLC 1492 636374 SHS
DIMENSIONAL ETF TRUST 27539 630686 US REAL ESTATE E
SERVICENOW INC 4077 624556 COM
DIMENSIONAL ETF TRUST 8883 618908 US SMALL CAP ETF
VANGUARD INDEX FDS 3483 617830 MCAP VL IDXVIP
AMERICAN CENTY ETF TR 8136 616465 US LARGE CAP VLU
QUANTA SVCS INC 1443 608953 COM
TOTALENERGIES SE 9296 608144 ACT
DIMENSIONAL ETF TRUST 8152 603110 WORLD EQUITY ETF
BARRICK MNG CORP 13833 602408 COM SHS
AIR PRODS & CHEMS INC 2427 599628 COM
SANOFI SA 12354 598675 SPONSORED ADR
AMPHENOL CORP NEW 4416 596752 CL A
TORTOISE CAPITAL SERIES TRUS 65972 596385 ENERGY FD
GENERAL DYNAMICS CORP 1762 593331 COM
MOODYS CORP 1152 588499 COM
ORACLE CORP 2966 578162 COM
INNOVATOR ETFS TRUST 22040 577479 EQUITY DEFINED P
VANGUARD SCOTTSDALE FDS 6883 576451 INT-TERM CORP
COTERRA ENERGY INC 21743 572287 COM
VANGUARD INDEX FDS 1888 570326 SML CP GRW ETF
RTX CORPORATION 3043 558067 COM
VANGUARD INDEX FDS 6142 543517 REAL ESTATE ETF
DIMENSIONAL ETF TRUST 7243 537211 US EQUITY MARKET
EA SERIES TRUST 15231 537187 ASTORIA US EQUAL
FIRST TR EXCHANGE-TRADED FD 11617 535156 SHS
MICRON TECHNOLOGY INC 1867 532833 COM
DOLLAR GEN CORP NEW 4009 532275 COM
SCHWAB CHARLES CORP 5315 531043 COM
SPDR S&P MIDCAP 400 ETF TR 874 527369 UTSER1 S&PDCRP
UNITEDHEALTH GROUP INC 1586 523390 COM
BANK AMERICA CORP 9506 522815 COM
AUTOZONE INC 154 522361 COM
J P MORGAN EXCHANGE TRADED F 10300 521077 ULTRA SHRT ETF
SNAP ON INC 1499 516604 COM
UNITED RENTALS INC 637 515532 COM
CISCO SYS INC 6690 515356 COM
SELECT SECTOR SPDR TR 11960 510555 STATE STREET UTI
CARLISLE COS INC 1591 508792 COM
KENVUE INC 29359 506445 COM
AMGEN INC 1546 505995 COM
SELECT SECTOR SPDR TR 11312 505778 STATE STREET ENE
CADENCE DESIGN SYSTEM INC 1607 502316 COM
FRANKLIN BSP RLTY TR INC 19968 500400 COMMON STOCK
EATON CORP PLC 1562 497365 SHS
JONES LANG LASALLE INC 1471 494947 COM
BECTON DICKINSON & CO 2542 493235 COM
PAYPAL HLDGS INC 8346 487263 COM
BLACKROCK INC 446 477055 COM
GALLAGHER ARTHUR J & CO 1841 476444 COM
DIMENSIONAL ETF TRUST 14364 473137 INTL SMALL CAP E
MARKEL GROUP INC 218 468624 COM
ISHARES TR 12526 468290 CORE MSCI EAFE
DIAGEO PLC 5399 465749 SPON ADR NEW
PROLOGIS INC. 3643 465010 COM
ISHARES TR 11890 458926 CORE S&P SCP ETF
BOSTON SCIENTIFIC CORP 4813 458920 COM
NEXTERA ENERGY INC 5685 456408 COM
HEALTHPEAK PROPERTIES INC 28214 453681 COM
VANGUARD SPECIALIZED FUNDS 2060 452649 DIV APP ETF
SELECT SECTOR SPDR TR 9947 451116 STATE STREET MAT
SHELL PLC 6138 451055 SPON ADS
TRACTOR SUPPLY CO 8989 449518 COM
FASTENAL CO 11109 445790 COM
ABBOTT LABS 3514 440264 COM
SYSCO CORP 5921 436289 COM
ISHARES TR 8867 432266 CORE 1 5 YR USD
T-MOBILE US INC 2115 429481 COM
TRANE TECHNOLOGIES PLC 1087 423060 SHS
ISHARES TR 4202 419696 CORE US AGGBD ET
BROWN & BROWN INC 5202 414589 COM
DIMENSIONAL ETF TRUST 8586 413595 NATL MUN BD ETF
DIAMONDBACK ENERGY INC 2744 412506 COM
AMERIPRISE FINL INC 839 411523 COM
HEICO CORP NEW 1621 409189 CL A
WASTE MGMT INC DEL 1860 408703 COM
PGIM ETF TR 8110 402175 PGIM ULTRA SH BD
VANGUARD WORLD FD 3320 401587 ESG US STK ETF
JOHN HANCOCK EXCHANGE TRADED 18113 401384 MORTGAGE BACKED
QUEST DIAGNOSTICS INC 2289 397156 COM
AGNC INVT CORP 36790 394389 COM
NEWMONT CORP 3947 394111 COM
ISHARES TR 4745 392981 1 3 YR TREAS BD
CME GROUP INC 1428 390022 COM
SCHWAB STRATEGIC TR 11926 389027 US LCAP GR ETF
BERKLEY W R CORP 5503 385852 COM
VANGUARD INDEX FDS 7035 384694 MID CAP ETF
ENBRIDGE INC 8039 384498 COM
COCA-COLA EUROPACIFIC PARTNE 4237 384296 SHS
SALESFORCE INC 1443 382328 COM
ROCKET LAB CORP 5477 382076 COM
APOLLO GLOBAL MGMT INC 2630 380758 COM
PAYCHEX INC 3356 376502 COM
ISHARES TR 1526 375654 RUSSELL 2000 ETF
FIDELITY NATIONAL FINANCIAL 6800 371212 COM SHS
ROPER TECHNOLOGIES INC 829 368968 COM
GLOBE LIFE INC 2623 366853 COM
ZIMMER BIOMET HOLDINGS INC 4074 366334 COM
PGIM ETF TR 7095 363686 AAA CLO ETF
SEMPRA 4107 362565 COM
ISHARES TR 1819 361225 MSCI USA QLT FCT
CVS HEALTH CORP 4542 360464 COM
BROWN FORMAN CORP 13829 360384 CL B
STIFEL FINL CORP 2877 360267 COM
HALEON PLC 35339 357279 SPON ADS
AUTOMATIC DATA PROCESSING IN 1376 353823 COM
LENNAR CORP 3431 352683 CL A
SEA LTD 2705 345077 SPONSORD ADS
PALO ALTO NETWORKS INC 1870 344454 COM
BOOKING HOLDINGS INC 64 342752 COM
BNY MELLON ETF TRUST II 11773 341652 DYNAMIC VALUE
STERIS PLC 1333 338037 SHS USD
CHEMED CORP NEW 790 338009 COM
SERVICE CORP INTL 4274 333267 COM
PHILLIPS 66 2573 332062 COM
VANGUARD MUN BD FDS 6523 328042 TAX EXEMPT BD
SAP SE 1349 327621 SPON ADR
HONDA MOTOR LTD 11082 326697 ADR ECH CNV IN 3
ISHARES TR 4933 325578 CORE S&P MCP ETF
FIRST TR EXCHNG TRADED FD VI 10643 323298 FT VEST US EQUTY
DIMENSIONAL ETF TRUST 7579 322562 CORE FIXED INCOM
PUBLIC STORAGE OPER CO 1236 320781 COM
WEC ENERGY GROUP INC 3038 320357 COM
MORGAN STANLEY 1804 320182 COM NEW
TARGET CORP 3230 315753 COM
STATE STR CORP 2441 314906 COM
SHERWIN WILLIAMS CO 962 311843 COM
SCHWAB STRATEGIC TR 14845 310109 US REIT ETF
JANUS DETROIT STR TR 6724 307220 HENDERSON MTG
VANGUARD INDEX FDS 629 306879 GROWTH ETF
PPG INDS INC 2987 306048 COM
VULCAN MATLS CO 1066 304036 COM
ANGEL OAK FUNDS TRUST 14594 303937 INCOME ETF
METLIFE INC 3810 300740 COM
HENRY JACK & ASSOC INC 1632 297854 COM
AMERICAN TOWER CORP NEW 1679 294792 COM
AVALONBAY CMNTYS INC 1626 294774 COM
JANUS DETROIT STR TR 5950 292383 HENDRSN SHRT ETF
FIRST TR EXCHNG TRADED FD VI 12721 290548 VEST LADDERED SM
BROOKFIELD CORP 6325 290254 CL A LTD VT SH
BAXTER INTL INC 15150 289516 COM
DIMENSIONAL ETF TRUST 6893 286424 INFLATION PROTE
STARBUCKS CORP 3366 283476 COM
SBA COMMUNICATIONS CORP NEW 1460 282412 CL A
TE CONNECTIVITY PLC 1235 281078 ORD SHS
JOHN HANCOCK EXCHANGE TRADED 4244 277897 MULTIFACTOR MI
MONDELEZ INTL INC 5136 276475 CL A
ZOETIS INC 2188 275329 CL A
DUKE ENERGY CORP NEW 2322 272160 COM NEW
ISHARES TR 2534 271417 NATIONAL MUN ETF
BURLINGTON STORES INC 930 268630 COM
DIMENSIONAL ETF TRUST 5592 268118 SHORT DURATION F
INGREDION INC 2419 266719 COM
SMITH A O CORP 3976 265915 COM
COMCAST CORP NEW 8884 265544 CL A
NORTHROP GRUMMAN CORP 464 264296 COM
STANDARD LITHIUM LTD 58322 260699 COM
INTEL CORP 6921 255369 COM
IDACORP INC 2010 254434 COM
VANECK ETF TRUST 2435 252169 MRNGSTR WDE MOAT
AIRBNB INC 1849 250946 COM CL A
FIRST TR EXCHNG TRADED FD VI 5512 248536 FT VEST U.S.
FREEPORT-MCMORAN INC 4859 246764 CL B
MANAGED PORTFOLIO SERIES 9521 244309 KENSINGTON HEDGE
AGNICO EAGLE MINES LTD 1412 239381 COM
EQUINIX INC 309 236577 COM
CDW CORP 1721 234350 COM
CHIPOTLE MEXICAN GRILL INC 6310 233470 COM
FIRST TR EXCHNG TRADED FD VI 5201 230352 FT VEST UQ EQT
ISHARES GOLD TR 2837 230279 ISHARES NEW
MICROCHIP TECHNOLOGY INC. 3603 229554 COM
LITTELFUSE INC 903 228386 COM
UBER TECHNOLOGIES INC 2789 227889 COM
PIMCO ETF TR 2392 222633 ACTIVE BD ETF
CONOCOPHILLIPS 2376 222381 COM
NOVO-NORDISK A S 4363 221975 ADR
T ROWE PRICE ETF INC 6172 221576 SMALL MID CAP
ENPRO INC 1033 221118 COM
CUMMINS INC 432 220384 COM
OLLIES BARGAIN OUTLET HLDGS 2003 219549 COM
MOELIS & CO 3173 218123 CL A
LITMAN GREGORY FDS TR 7706 216225 IMGP DBI MANAGED
EXLSERVICE HOLDINGS INC 5025 213261 COM
STRYKER CORPORATION 605 212577 COM
CACI INTL INC 397 211526 CL A
VANGUARD SCOTTSDALE FDS 2643 210726 SHRT TRM CORP BD
CULLEN FROST BANKERS INC 1660 210146 COM
SHOPIFY INC 1296 208613 CL A SUB VTG SHS
REINSURANCE GRP OF AMERICA I 1024 208438 COM NEW
ISHARES TR 2574 207541 IBOXX HI YD ETF
ATLANTIC UN BANKSHARES CORP 5879 207521 COM
WATSCO INC 614 206988 COM
MONSTER BEVERAGE CORP NEW 2656 203636 COM
FIRST TR EXCHNG TRADED FD VI 5240 202998 FT VEST U.S EQT
GE AEROSPACE 657 202509 COM NEW
ENERSYS 1378 202157 COM
BRITISH AMERN TOB PLC 3553 201143 SPONSORED ADR
FS CREDIT OPPORTUNITIES CORP 28800 181440 COMMON STOCK
PG&E CORP 10591 170197 COM
PERMIAN RESOURCES CORP 11944 167574 CLASS A COM
WESTROCK COFFEE CO 33453 136154 COM
PETCO HEALTH & WELLNESS CO I 34783 97740 COM
ADVISORSHARES TR 17580 78758 MSOS DAILY LVRGD
LITHIUM ARGENTINA AG 11279 62937 COM SHS
EVGO INC 14500 42195 CL A COM
EXACT SCIENCES CORP 41837 41837 COM
PLUG POWER INC 10000 19700 COM NEW