StockDriftsStockDriftsTop 50 Legacy Capital Wealth Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | 11.67% | 537.3K | $60.9M | +9.40%(+46.17K) | $70.46(+63.09%) | 2026-06-30 | |
| JBHT | HUNT J B TRANS SVCS INC | 6.5% | 117.2K | $33.9M | +10.43%(+11.06K) | $185.58(+54.05%) | 2026-06-30 | |
| DHI | D R HORTON INC | 3.15% | 100.8K | $16.4M | -6.95%(-7.53K) | $140.58(+5.86%) | 2026-06-30 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 2.39% | 161.2K | $12.5M | -0.52%(-851) | $50.48(+65.61%) | 2026-06-30 | |
| TSLA | TESLA INC | 1.91% | 23.7K | $10.0M | -8.84%(-2.30K) | $243.14(+40.07%) | 2026-06-30 | |
| RWL | INVESCO EXCH TRADED FD TR II | 1.79% | 79.1K | $9.3M | +0.52%(+408) | $81.98(+64.17%) | 2026-06-30 | |
| FJUN | FIRST TR EXCHNG TRADED FD VI | 1.73% | 150.6K | $9.0M | +2.07%(+3.05K) | $52.58(+17.01%) | 2026-06-30 | |
| IVV | ISHARES TR | 1.72% | 12.0K | $9.0M | -1.05%(-127) | $410.99(+89.53%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.59% | 41.4K | $8.3M | +4.79%(+1.89K) | $93.70(+141.26%) | 2026-06-30 | |
| PKW | INVESCO EXCHANGE TRADED FD T | 1.43% | 58.5K | $7.5M | -0.39%(-231) | $105.70(+42.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.74% | +63.23% | +7.95% | +46.58% |
| Top 20 Holdings Unweighted | +14.71% | +50.95% | +5.89% | +33.12% |
Legacy Capital Wealth Partners LLC reports $521.39M in US-listed equity holdings across 377 positions in its most recent 13F filing. Its largest disclosed positions are WMT (11.7%), JBHT (6.5%) and DHI (3.1%). The top 20 holdings account for 45.31% of reported assets. Its disclosed equity book has returned +63.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Capital Wealth Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1766228). View Legacy Capital Wealth Partners LLC’s 13F filings on SEC