Legacy Capital Wealth Partners, Llc Portfolio Stock Holdings
Legacy Capital Wealth Partners, Llc disclosed 385 stock positions valued at approximately $485.4 million in its latest SEC 13F filing. The largest holdings include WALMART INC, HUNT J B TRANS SVCS INC, and D R HORTON INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 385
- Portfolio Value
- $485.4M
Holdings by Sector
Legacy Capital Wealth Partners, Llc Portfolio Holdings in Q1 2026
361 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WALMART INC | WMT | Consumer Defensive | 12.58% | 491,110 | -31,771 | -6.08% | $61,035,098 |
| HUNT J B TRANS SVCS INC | JBHT | Industrials | 4.63% | 106,094 | -13,289 | -11.13% | $22,481,319 |
| D R HORTON INC | DHI | Consumer Cyclical | 3.06% | 108,370 | +108,370 | +100.00% | $14,870,554 |
| FIRST TR EXCHANGE TRADED FD | RDVY | Other | 2.17% | 162,100 | +11,473 | +7.62% | $10,550,610 |
| TESLA INC | TSLA | Consumer Cyclical | 1.99% | 26,011 | +1,432 | +5.83% | $9,669,589 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.88% | 73,593 | +7,731 | +11.74% | $9,142,854 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 1.72% | 78,707 | +6,190 | +8.54% | $8,363,183 |
| FIRST TR EXCHNG TRADED FD VI | FJUN | Other | 1.72% | 147,530 | +6,577 | +4.67% | $8,335,888 |
| ISHARES TR | IVV | Other | 1.63% | 12,106 | -153 | -1.25% | $7,907,435 |
| GAP INC | GAP | Consumer Cyclical | 1.51% | 303,581 | -75,000 | -19.81% | $7,346,660 |
| INVESCO EXCHANGE TRADED FD T | PKW | Other | 1.43% | 58,758 | +3 | +0.01% | $6,956,854 |
| NVIDIA CORPORATION | NVDA | Technology | 1.42% | 39,489 | +1,586 | +4.18% | $6,886,891 |
| VANGUARD INDEX FDS | VOO | Other | 1.37% | 11,151 | -342 | -2.98% | $6,663,091 |
| APPLE INC | AAPL | Technology | 1.31% | 25,143 | +652 | +2.66% | $6,380,954 |
| FIRST TR EXCHNG TRADED FD VI | FAUG | Other | 1.23% | 115,300 | +4,507 | +4.07% | $5,970,567 |
| EOG RES INC | EOG | Energy | 1.19% | 40,083 | -13,033 | -24.54% | $5,794,853 |
| FIRST TR EXCHNG TRADED FD VI | YMAR | Other | 0.88% | 159,621 | +5,611 | +3.64% | $4,295,335 |
| JANUS DETROIT STR TR | JAAA | Other | 0.87% | 83,854 | +510 | +0.61% | $4,223,739 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.80% | 20,347 | +20,347 | +100.00% | $3,905,023 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.77% | 17,977 | +424 | +2.42% | $3,744,070 |
| MICROSOFT CORP | MSFT | Technology | 0.76% | 9,954 | +410 | +4.30% | $3,684,509 |
| WORLD GOLD TR | GLDM | Other | 0.74% | 38,898 | -52 | -0.13% | $3,605,452 |
| META PLATFORMS INC | META | Communication Services | 0.73% | 6,213 | +2,020 | +48.18% | $3,554,791 |
| ALPHABET INC | GOOGL | Communication Services | 0.67% | 11,304 | +927 | +8.93% | $3,250,438 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 0.61% | 65,957 | -4,035 | -5.76% | $2,975,986 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 0.60% | 74,638 | -11,372 | -13.22% | $2,900,422 |
| BANK OZK LITTLE ROCK ARK | OZK | Financial Services | 0.58% | 61,746 | -48 | -0.08% | $2,833,504 |
| SYMBOTIC INC | SYM | Industrials | 0.58% | 52,505 | -669 | -1.26% | $2,793,266 |
| PIMCO ETF TR | BILZ | Other | 0.56% | 26,959 | +28 | +0.10% | $2,722,081 |
| ISHARES TR | PFF | Other | 0.51% | 80,928 | +9,738 | +13.68% | $2,453,749 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.50% | 71,973 | -6,508 | -8.29% | $2,444,927 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 0.49% | 60,945 | +16,489 | +37.09% | $2,374,419 |
| BLACKROCK INC | BLK | Other | 0.46% | 2,308 | +1,862 | +417.49% | $2,219,611 |
| ISHARES TR | AOK | Other | 0.45% | 54,879 | - | - | $2,189,123 |
| INTEL CORP | INTC | Technology | 0.45% | 49,296 | +42,375 | +612.27% | $2,175,414 |
| GLOBAL X FDS | MLPX | Other | 0.44% | 29,030 | -1,688 | -5.50% | $2,146,441 |
| T ROWE PRICE ETF INC | TCAF | Other | 0.44% | 60,010 | +10,749 | +21.82% | $2,135,746 |
| EXXON MOBIL CORP | XOM | Energy | 0.43% | 12,310 | -1,852 | -13.08% | $2,088,566 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.43% | 18,677 | -941 | -4.80% | $2,063,214 |
| CHEVRON CORPORATION | CVX | Energy | 0.42% | 9,958 | -694 | -6.52% | $2,060,237 |
| PIMCO ETF TR | MINT | Other | 0.41% | 19,725 | -927 | -4.49% | $1,983,743 |
| ETF SER SOLUTIONS | ACIO | Other | 0.41% | 46,909 | -6,779 | -12.63% | $1,968,311 |
| VISA INC | V | Financial Services | 0.39% | 6,299 | +117 | +1.89% | $1,903,873 |
| BROADCOM INC | AVGO | Technology | 0.39% | 6,121 | +406 | +7.10% | $1,894,434 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.37% | 6,175 | +350 | +6.01% | $1,816,462 |
| LAM RESEARCH CORP | LRCX | Other | 0.37% | 8,439 | +716 | +9.27% | $1,803,182 |
| FIRST TR EXCHNG TRADED FD VI | DMAR | Other | 0.37% | 42,131 | +208 | +0.50% | $1,786,352 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.36% | 34,384 | +1,210 | +3.65% | $1,726,091 |
| FIRST TR EXCH TRADED FD III | FTLS | Other | 0.35% | 24,413 | -707 | -2.81% | $1,717,669 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.35% | 10,306 | -651 | -5.94% | $1,703,961 |
| ISHARES TR | EFA | Other | 0.35% | 17,476 | -766 | -4.20% | $1,697,398 |
| GLADSTONE INVT CORP | GAIN | Financial Services | 0.35% | 119,068 | +7,739 | +6.95% | $1,690,762 |
| VANGUARD INDEX FDS | VTV | Other | 0.34% | 8,414 | -15 | -0.18% | $1,650,740 |
| ALPHABET INC | GOOG | Communication Services | 0.34% | 5,674 | +693 | +13.91% | $1,627,787 |
| PIMCO ETF TR | LDUR | Other | 0.33% | 16,734 | -904 | -5.13% | $1,603,498 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.33% | 25,341 | +6,821 | +36.83% | $1,582,539 |
| CAPITAL SOUTHWEST CORP | CSWC | Financial Services | 0.32% | 71,174 | +4,956 | +7.48% | $1,574,362 |
| TRINITY CAP INC | TRIN | Financial Services | 0.32% | 105,499 | +7,213 | +7.34% | $1,551,884 |
| MAIN STR CAP CORP | MAIN | Financial Services | 0.31% | 28,752 | +1,166 | +4.23% | $1,522,709 |
| GOLUB CAP BDC INC | GBDC | Financial Services | 0.31% | 119,692 | +2,471 | +2.11% | $1,515,304 |
| ARES CAPITAL CORP | ARCC | Financial Services | 0.31% | 83,838 | +11,540 | +15.96% | $1,510,768 |
| VANGUARD BD INDEX FDS | BND | Other | 0.30% | 19,904 | - | - | $1,465,731 |
| HERCULES CAPITAL INC | HTGC | Financial Services | 0.30% | 98,333 | +8,736 | +9.75% | $1,452,384 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.30% | 8,988 | +609 | +7.27% | $1,435,352 |
| NETFLIX INC. | NFLX | Communication Services | 0.29% | 14,790 | +2,121 | +16.74% | $1,422,058 |
| SPDR GOLD TR | GLD | Other | 0.29% | 3,267 | -46 | -1.39% | $1,405,757 |
| BLACKSTONE SECD LENDING FD | BXSL | Financial Services | 0.29% | 59,101 | +5,688 | +10.65% | $1,400,102 |
| FIDUS INVT CORP | FDUS | Financial Services | 0.29% | 79,654 | +6,733 | +9.23% | $1,387,566 |
| FIRST TR EXCHANGE-TRADED FD | HYLS | Other | 0.28% | 33,917 | +649 | +1.95% | $1,376,030 |
| SIXTH STREET SPECIALTY LENDI | TSLX | Financial Services | 0.28% | 74,798 | +6,716 | +9.86% | $1,374,779 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 0.28% | 53,493 | +53,493 | +100.00% | $1,366,737 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 0.28% | 27,301 | +27,301 | +100.00% | $1,366,142 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.27% | 14,309 | -644 | -4.31% | $1,327,295 |
| FIRST TR EXCHNG TRADED FD VI | UCON | Other | 0.27% | 52,744 | +972 | +1.88% | $1,306,476 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 0.27% | 33,781 | +33,781 | +100.00% | $1,297,866 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.27% | 3,823 | +392 | +11.43% | $1,292,103 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.26% | 3,889 | +57 | +1.49% | $1,279,102 |
| SPDR SERIES TRUST | CWB | Other | 0.26% | 13,800 | +241 | +1.78% | $1,262,949 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.26% | 2,627 | -57 | -2.12% | $1,258,858 |
| BLUE OWL CAPITAL CORPORATION | OBDC | Financial Services | 0.26% | 113,334 | +11,599 | +11.40% | $1,253,475 |
| US BANCORP | USB | Financial Services | 0.25% | 23,732 | -3,549 | -13.01% | $1,234,298 |
| FIRST TR EXCHNG TRADED FD VI | BUFZ | Other | 0.25% | 46,806 | +11,935 | +34.23% | $1,229,594 |
| KLA CORP | KLAC | Technology | 0.25% | 830 | +112 | +15.60% | $1,222,273 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.25% | 2,440 | +102 | +4.36% | $1,219,304 |
| MORGAN STANLEY DIRECT LENDIN | MSDL | Other | 0.25% | 86,033 | +9,051 | +11.76% | $1,201,022 |
| TEXAS INSTRS INC | TXN | Technology | 0.25% | 6,139 | +675 | +12.35% | $1,191,801 |
| ISHARES TR | IEFA | Other | 0.24% | 20,434 | +7,908 | +63.13% | $1,181,872 |
| GLADSTONE CAP CORP | GLAD | Financial Services | 0.24% | 68,107 | +7,463 | +12.31% | $1,181,662 |
| MARSH & MCLENNAN COS INC | MMC | Financial Services | 0.24% | 6,716 | +871 | +14.90% | $1,164,929 |
| ISHARES TR | IWF | Other | 0.24% | 2,697 | +917 | +51.52% | $1,150,076 |
| WW GRAINGER INC | GWW | Industrials | 0.24% | 1,050 | -34 | -3.14% | $1,145,187 |
| APPLIED MATLS INC | AMAT | Technology | 0.24% | 3,341 | +255 | +8.26% | $1,141,766 |
| FIRST TR EXCHANGE-TRADED FD | FTSL | Other | 0.23% | 25,032 | -430 | -1.69% | $1,121,450 |
| MCKESSON CORP | MCK | Healthcare | 0.23% | 1,282 | +239 | +22.91% | $1,109,157 |
| UNION PAC CORP | UNP | Industrials | 0.23% | 4,561 | -63 | -1.36% | $1,106,497 |
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 0.22% | 11,784 | +409 | +3.60% | $1,087,781 |
| T ROWE PRICE ETF INC | TCHP | Other | 0.22% | 24,205 | -573 | -2.31% | $1,069,356 |
| ARISTA NETWORKS INC | ANET | Other | 0.22% | 8,656 | +1,955 | +29.17% | $1,062,784 |
| ISHARES TR | IWP | Other | 0.21% | 8,138 | +1,068 | +15.11% | $1,042,577 |
| TEXAS PACIFIC LAND CORPORATI | TPL | Energy | 0.21% | 2,110 | -163 | -7.17% | $1,001,258 |