Legacy Capital Wealth Partners, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Legacy Capital Wealth Partners, Llc disclosed 352 stock positions valued at approximately $521.39M as of quarter-end June 30, 2026. The largest holdings include WALMART INC, HUNT J B TRANS SVCS INC, and D R HORTON INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 352
- Portfolio Value
- $521.39M
Holdings by Sector
Legacy Capital Wealth Partners, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WALMART INC | WMT | Consumer Defensive | 11.67% | 537,285 | +46,175 | +9.40% | $60,852,939 |
| HUNT J B TRANS SVCS INC | JBHT | Industrials | 6.50% | 117,156 | +11,062 | +10.43% | $33,908,461 |
| D R HORTON INC | DHI | Consumer Cyclical | 3.15% | 100,839 | -7,531 | -6.95% | $16,424,596 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 2.39% | 161,249 | -851 | -0.52% | $12,454,832 |
| TESLA INC | TSLA | Consumer Cyclical | 1.91% | 23,711 | -2,300 | -8.84% | $9,972,847 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 1.79% | 79,115 | +408 | +0.52% | $9,349,916 |
| FIRST TR EXCHNG TRADED FD VI | FJUN | Other | 1.73% | 150,577 | +3,047 | +2.07% | $9,027,091 |
| ISHARES TR | IVV | Other | 1.72% | 11,979 | -127 | -1.05% | $8,970,945 |
| NVIDIA CORPORATION | NVDA | Technology | 1.59% | 41,381 | +1,892 | +4.79% | $8,279,898 |
| INVESCO EXCHANGE TRADED FD T | PKW | Other | 1.43% | 58,527 | -231 | -0.39% | $7,475,394 |
| APPLE INC | AAPL | Technology | 1.42% | 25,540 | +397 | +1.58% | $7,390,289 |
| VANGUARD INDEX FDS | VOO | Other | 1.38% | 10,497 | -654 | -5.86% | $7,209,209 |
| NEOS ETF TRUST | SPYI | Other | 1.28% | 125,918 | +49,840 | +65.51% | $6,684,991 |
| FIRST TR EXCHNG TRADED FD VI | FAUG | Other | 1.28% | 118,084 | +2,784 | +2.41% | $6,672,324 |
| INTEL CORP | INTC | Technology | 1.19% | 44,441 | -4,855 | -9.85% | $6,205,349 |
| GAP INC | GAP | Consumer Cyclical | 1.09% | 303,904 | +323 | +0.11% | $5,676,927 |
| EOG RES INC | EOG | Energy | 1.00% | 40,266 | +183 | +0.46% | $5,223,681 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.96% | 18,748 | -54,845 | -74.52% | $4,988,764 |
| ALPHABET INC | GOOGL | Communication Services | 0.93% | 13,640 | +2,336 | +20.67% | $4,874,514 |
| JANUS DETROIT STR TR | JAAA | Other | 0.90% | 92,617 | +8,763 | +10.45% | $4,676,244 |
| FIRST TR EXCHNG TRADED FD VI | YMAR | Other | 0.88% | 162,062 | +2,441 | +1.53% | $4,569,982 |
| MICROSOFT CORP | MSFT | Technology | 0.77% | 10,696 | +742 | +7.45% | $3,989,815 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.76% | 16,629 | -1,348 | -7.50% | $3,963,356 |
| META PLATFORMS INC | META | Communication Services | 0.67% | 6,187 | -26 | -0.42% | $3,485,051 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.64% | 74,692 | +54 | +0.07% | $3,313,342 |
| BANK OZK LITTLE ROCK ARK | OZK | Financial Services | 0.62% | 61,874 | +128 | +0.21% | $3,223,004 |
| LAM RESEARCH CORP | LRCX | Other | 0.61% | 7,300 | -1,139 | -13.50% | $3,163,446 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.59% | 60,003 | -5,954 | -9.03% | $3,101,571 |
| WORLD GOLD TR | GLDM | Other | 0.59% | 39,047 | +149 | +0.38% | $3,101,104 |
| SYMBOTIC INC | SYM | Industrials | 0.55% | 63,513 | +11,008 | +20.97% | $2,854,909 |
Showing 30 of 352 holdings in the latest reporting period.