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Legacy Capital Wealth Partners Llc

Portfolio Manager
Legacy Capital Wealth Partners LLC
Performance
+2.03% (2026 Q1)
AUM (13F)
$485.36M
# of Holdings
385
Performance Rank
Allocation (Top 20)
44.16%

Legacy Capital Wealth Partners Llc Holdings Map

Top 50 Legacy Capital Wealth Partners Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
WMT
WALMART INC
12.58%491.1K$61.0M
-6.08%(-31.77K)
2025-Q1: 515.9K shares2025-Q2: 526.4K shares2025-Q3: 529.2K shares2025-Q4: 522.9K shares2026-Q1: 491.1K shares
$65.95(+99.30%)
2026-03-31
JBHT
HUNT J B TRANS SVCS INC
4.63%106.1K$22.5M
-11.13%(-13.29K)
2025-Q1: 119.3K shares2025-Q2: 119.3K shares2025-Q3: 119.4K shares2025-Q4: 119.4K shares2026-Q1: 106.1K shares
$179.16(+46.35%)
2026-03-31
DHI
D R HORTON INC
3.06%108.4K$14.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 108.4K shares
$140.58(-3.69%)
2026-03-31
RDVY
FIRST TR EXCHANGE TRADED FD
2.17%162.1K$10.6M
+7.62%(+11.47K)
2025-Q1: 167.1K shares2025-Q2: 158.6K shares2025-Q3: 156.7K shares2025-Q4: 150.6K shares2026-Q1: 162.1K shares
$50.48(+45.89%)
2026-03-31
TSLA
TESLA INC
1.99%26.0K$9.7M
+5.83%(+1.43K)
2025-Q1: 2.7K shares2025-Q2: 32.5K shares2025-Q3: 28.9K shares2025-Q4: 24.6K shares2026-Q1: 26.0K shares
$243.14(+73.66%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
1.88%73.6K$9.1M
+11.74%(+7.73K)
2025-Q1: 75.7K shares2025-Q2: 63.0K shares2025-Q3: 62.0K shares2025-Q4: 65.9K shares2026-Q1: 73.6K shares
$571.79(+29.27%)
2026-03-31
RWL
INVESCO EXCH TRADED FD TR II
1.72%78.7K$8.4M
+8.54%(+6.19K)
2025-Q1: 80.4K shares2025-Q2: 75.9K shares2025-Q3: 75.3K shares2025-Q4: 72.5K shares2026-Q1: 78.7K shares
$81.78(+52.13%)
2026-03-31
FJUN
FIRST TR EXCHNG TRADED FD VI
1.72%147.5K$8.3M
+4.67%(+6.58K)
2025-Q1: 0 shares2025-Q2: 123.0K shares2025-Q3: 151.4K shares2025-Q4: 141.0K shares2026-Q1: 147.5K shares
$52.47(+13.33%)
2026-03-31
IVV
ISHARES TR
1.63%12.1K$7.9M
-1.25%(-153)
2025-Q1: 15.0K shares2025-Q2: 14.0K shares2025-Q3: 13.2K shares2025-Q4: 12.3K shares2026-Q1: 12.1K shares
$518.64(+43.15%)
2026-03-31
GAP
GAP INC
1.51%303.6K$7.3M
-19.81%(-75.00K)
2025-Q1: 683.3K shares2025-Q2: 582.4K shares2025-Q3: 382.4K shares2025-Q4: 378.6K shares2026-Q1: 303.6K shares
$23.31(-9.70%)
2026-03-31

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