Legacy Capital Wealth Partners
Latest statistics and disclosures from Legacy Capital Wealth Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are WMT, JBHT, TSLA, RDVY, SPY, and represent 24.09% of Legacy Capital Wealth Partners's stock portfolio.
- Added to shares of these 10 stocks: NFLX, UL, TAFM, FTLS, TTE, SPY, FLRN, NOW, JAAA, FBRT.
- Started 25 new stock positions in ZTS, BKDV, ENS, RGA, EXAS, DOCT, SHOP, FBRT, FCX, UL.
- Reduced shares in these 10 stocks: BIL, , MINT, TSLA, IWB, Unilever, RKLB, CB, WMT, PKW.
- Sold out of its positions in CAPR, CASY, DTE, GPN, ICFI, RSP, LQD, IWB, FLOT, IBIT.
- Legacy Capital Wealth Partners was a net seller of stock by $-9.9M.
- Legacy Capital Wealth Partners has $466M in assets under management (AUM), dropping by 1.33%.
- Central Index Key (CIK): 0001766228
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Portfolio Holdings for Legacy Capital Wealth Partners
Legacy Capital Wealth Partners holds 376 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Wal-Mart Stores (WMT) | 12.5 | $58M | 523k | 111.41 |
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| J.B. Hunt Transport Services (JBHT) | 5.0 | $23M | 119k | 194.34 |
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| Tesla Motors (TSLA) | 2.4 | $11M | -14% | 25k | 449.72 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 2.1 | $9.9M | -3% | 151k | 65.92 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 2.1 | $9.8M | +6% | 66k | 148.73 |
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| Gap (GAP) | 2.1 | $9.7M | 379k | 25.60 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.8 | $8.4M | -6% | 12k | 684.94 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN) | 1.7 | $8.0M | -6% | 141k | 57.06 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 1.6 | $7.6M | -3% | 73k | 105.21 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.5 | $7.2M | -3% | 12k | 627.10 |
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| Invesco Exchange Traded Fd T Buyback Achiev (PKW) | 1.5 | $7.1M | -8% | 59k | 120.88 |
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| NVIDIA Corporation (NVDA) | 1.5 | $7.1M | 38k | 186.50 |
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| Apple (AAPL) | 1.4 | $6.7M | 25k | 271.86 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG) | 1.3 | $5.9M | -7% | 111k | 52.95 |
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| EOG Resources (EOG) | 1.2 | $5.6M | 53k | 105.01 |
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| Microsoft Corporation (MSFT) | 1.0 | $4.6M | 9.5k | 483.60 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.9 | $4.2M | +13% | 83k | 50.58 |
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| First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR) | 0.9 | $4.1M | -6% | 154k | 26.57 |
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| Amazon (AMZN) | 0.9 | $4.1M | 18k | 230.82 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.9 | $4.0M | +5% | 76k | 52.53 |
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| Spdr Series Trust State Street Spd (BIL) | 0.8 | $3.9M | -54% | 42k | 91.38 |
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| Dimensional Etf Trust Us Core Equity 2 (DFAC) | 0.7 | $3.4M | 86k | 39.59 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.7 | $3.3M | +6% | 39k | 85.37 |
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| Dimensional Etf Trust Us Core Eqt Mkt (DFAU) | 0.7 | $3.3M | -4% | 70k | 46.80 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $3.2M | +2% | 10k | 313.00 |
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| Symbotic Class A Com (SYM) | 0.7 | $3.2M | 53k | 59.50 |
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| Bank Ozk (OZK) | 0.6 | $2.8M | 62k | 46.02 |
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| Meta Platforms Cl A (META) | 0.6 | $2.8M | +4% | 4.2k | 660.10 |
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| Pimco Etf Tr Ultra Short Govt (BILZ) | 0.6 | $2.7M | 27k | 100.76 |
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| Gmo Etf Trust Gmo Us Value (GMOV) | 0.6 | $2.7M | +6% | 97k | 27.49 |
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| Dimensional Etf Trust World Ex Us Core (DFAX) | 0.6 | $2.6M | 79k | 32.73 |
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| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.5 | $2.3M | 54k | 43.70 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.5 | $2.3M | +8% | 41k | 57.24 |
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| Ishares Tr Pfd And Incm Sec (PFF) | 0.5 | $2.2M | +7% | 71k | 30.96 |
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| Ishares Tr Core 30/70 Conse (AOK) | 0.5 | $2.2M | 55k | 40.13 |
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| Visa Com Cl A (V) | 0.5 | $2.2M | 6.2k | 350.71 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.4 | $2.1M | -49% | 21k | 100.34 |
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| American Centy Etf Tr Us Sml Cp Valu (AVUV) | 0.4 | $2.0M | +6% | 20k | 101.98 |
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| Broadcom (AVGO) | 0.4 | $2.0M | -4% | 5.7k | 346.10 |
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| T Rowe Price Etf Cap Appreciation (TCAF) | 0.4 | $1.9M | -2% | 49k | 38.22 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.9M | -2% | 5.8k | 322.24 |
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| Global X Fds Glb X Mlp Enrg I (MLPX) | 0.4 | $1.9M | +2% | 31k | 60.53 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.4 | $1.8M | +54% | 25k | 70.99 |
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| Philip Morris International (PM) | 0.4 | $1.8M | 11k | 160.39 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.4 | $1.8M | 18k | 96.03 |
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| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAR) | 0.4 | $1.7M | 42k | 41.65 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $1.7M | 14k | 120.34 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.4 | $1.7M | +26% | 45k | 38.11 |
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| Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) | 0.4 | $1.7M | 18k | 95.95 |
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| Hercules Technology Growth Capital (HTGC) | 0.4 | $1.7M | +9% | 90k | 18.82 |
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| Main Street Capital Corporation (MAIN) | 0.4 | $1.7M | +7% | 28k | 60.39 |
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| Chevron Corporation (CVX) | 0.3 | $1.6M | 11k | 152.41 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.6M | 8.4k | 190.99 |
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| Golub Capital BDC (GBDC) | 0.3 | $1.6M | +10% | 117k | 13.57 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.6M | +11% | 5.0k | 313.80 |
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| Gladstone Investment Corporation (GAIN) | 0.3 | $1.6M | +10% | 111k | 13.97 |
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| Sixth Street Specialty Lending (TSLX) | 0.3 | $1.5M | +11% | 68k | 21.72 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.3 | $1.5M | 20k | 74.07 |
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| Capital Southwest Corporation (CSWC) | 0.3 | $1.5M | +12% | 66k | 22.15 |
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| Ares Capital Corporation (ARCC) | 0.3 | $1.5M | +12% | 72k | 20.23 |
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| Us Bancorp Del Com New (USB) | 0.3 | $1.5M | -2% | 27k | 53.36 |
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| Trinity Cap (TRIN) | 0.3 | $1.4M | +11% | 98k | 14.65 |
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| Fidus Invt (FDUS) | 0.3 | $1.4M | +11% | 73k | 19.30 |
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| Blackstone Secd Lending Common Stock (BXSL) | 0.3 | $1.4M | +13% | 53k | 26.33 |
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| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.3 | $1.4M | 15k | 92.51 |
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| First Tr Exchange-traded First Tr Ta Hiyl (HYLS) | 0.3 | $1.4M | 33k | 40.76 |
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| Verizon Communications (VZ) | 0.3 | $1.4M | 33k | 40.73 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.3M | +21% | 2.7k | 502.65 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $1.3M | +6% | 2.3k | 570.85 |
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| Lam Research Corp Com New (LRCX) | 0.3 | $1.3M | +9% | 7.7k | 171.19 |
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| Home Depot (HD) | 0.3 | $1.3M | 3.8k | 344.12 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.3 | $1.3M | 3.3k | 396.31 |
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| First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) | 0.3 | $1.3M | +3% | 52k | 25.17 |
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| Cava Group Ord (CAVA) | 0.3 | $1.3M | 22k | 58.69 |
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| TJX Companies (TJX) | 0.3 | $1.3M | +7% | 8.4k | 153.61 |
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| Morgan Stanley Direct Lendin Com Shs (MSDL) | 0.3 | $1.3M | +8% | 77k | 16.48 |
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| Owl Rock Capital Corporation (OBDC) | 0.3 | $1.3M | +12% | 102k | 12.43 |
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| Gladstone Capital Corp Com New (GLAD) | 0.3 | $1.3M | +15% | 61k | 20.66 |
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| T Rowe Price Etf Price Blue Chip (TCHP) | 0.3 | $1.2M | 25k | 49.86 |
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| Spdr Series Trust State Street Spd (CWB) | 0.3 | $1.2M | +69% | 14k | 89.20 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $1.2M | -17% | 44k | 27.40 |
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| Netflix (NFLX) | 0.3 | $1.2M | +1012% | 13k | 93.76 |
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| First Tr Exchange-traded Senior Ln Fd (FTSL) | 0.3 | $1.2M | +4% | 26k | 45.88 |
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| Johnson & Johnson (JNJ) | 0.3 | $1.2M | -2% | 5.6k | 206.95 |
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| Dimensional Etf Trust Us Targeted Vlu (DFAT) | 0.2 | $1.1M | +11% | 19k | 59.54 |
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| W.W. Grainger (GWW) | 0.2 | $1.1M | +4% | 1.1k | 1009.42 |
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| Marsh & McLennan Companies | 0.2 | $1.1M | +11% | 5.8k | 185.53 |
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| Union Pacific Corporation (UNP) | 0.2 | $1.1M | -2% | 4.6k | 231.33 |
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| Unilever Spon Adr New (UL) | 0.2 | $1.1M | NEW | 16k | 65.40 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.0M | 3.4k | 303.88 |
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| O'reilly Automotive (ORLY) | 0.2 | $1.0M | +7% | 11k | 91.21 |
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| Spdr Series Trust State Street Spd (SPTM) | 0.2 | $1.0M | -4% | 13k | 82.50 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.0M | 9.0k | 113.92 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.2 | $1.0M | -9% | 13k | 80.22 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $980k | +5% | 16k | 62.47 |
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| GSK Sponsored Adr (GSK) | 0.2 | $970k | -8% | 20k | 49.04 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.2 | $968k | 7.1k | 136.94 |
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| Medtronic SHS (MDT) | 0.2 | $965k | 10k | 96.06 |
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| Icon SHS (ICLR) | 0.2 | $950k | 5.2k | 182.22 |
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| Ab Active Etfs Tax Aware Interm (TAFM) | 0.2 | $948k | +200% | 37k | 25.42 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $948k | +23% | 5.5k | 173.50 |
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| Williams Companies (WMB) | 0.2 | $947k | +12% | 16k | 60.11 |
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| Intuit (INTU) | 0.2 | $940k | +5% | 1.4k | 662.55 |
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| First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ) | 0.2 | $925k | +46% | 35k | 26.53 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $923k | -24% | 5.2k | 177.74 |
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| Abbvie (ABBV) | 0.2 | $922k | -10% | 4.0k | 228.50 |
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| Hartford Financial Services (HIG) | 0.2 | $903k | +10% | 6.6k | 137.80 |
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| Lowe's Companies (LOW) | 0.2 | $902k | 3.7k | 241.14 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $902k | -22% | 4.3k | 210.34 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $888k | +8% | 1.0k | 879.39 |
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| Arista Networks Com Shs (ANET) | 0.2 | $878k | +14% | 6.7k | 131.03 |
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| Alps Etf Tr Smith Core Plus (SMTH) | 0.2 | $877k | -3% | 34k | 26.07 |
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| Procter & Gamble Company (PG) | 0.2 | $875k | +14% | 6.1k | 143.32 |
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| Kla Corp Com New (KLAC) | 0.2 | $873k | +15% | 718.00 | 1215.78 |
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| Truist Financial Corp equities (TFC) | 0.2 | $865k | 18k | 49.21 |
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| United Parcel Service CL B (UPS) | 0.2 | $860k | +48% | 8.7k | 99.18 |
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| American Centy Etf Tr Avantis Us Mid C (AVMV) | 0.2 | $857k | 12k | 71.20 |
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| McKesson Corporation (MCK) | 0.2 | $856k | +14% | 1.0k | 820.48 |
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| Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP) | 0.2 | $853k | +3% | 13k | 67.07 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.2 | $843k | 1.8k | 473.34 |
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| Genuine Parts Company (GPC) | 0.2 | $832k | 6.8k | 122.96 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $824k | 1.5k | 566.34 |
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| Wells Fargo & Company (WFC) | 0.2 | $816k | 8.8k | 93.20 |
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| Synopsys (SNPS) | 0.2 | $810k | -8% | 1.7k | 469.72 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.2 | $805k | 2.9k | 279.14 |
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| Eli Lilly & Co. (LLY) | 0.2 | $801k | +8% | 746.00 | 1073.99 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.2 | $800k | +10% | 30k | 26.68 |
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| PNC Financial Services (PNC) | 0.2 | $798k | 3.8k | 208.75 |
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| Applied Materials (AMAT) | 0.2 | $793k | +15% | 3.1k | 257.01 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.2 | $783k | +14% | 1.7k | 453.36 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $775k | 1.3k | 614.21 |
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| Thermo Fisher Scientific (TMO) | 0.2 | $769k | -3% | 1.3k | 579.52 |
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| Capital One Financial (COF) | 0.2 | $762k | -7% | 3.1k | 242.36 |
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| Travelers Companies (TRV) | 0.2 | $761k | -10% | 2.6k | 290.06 |
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| Costco Wholesale Corporation (COST) | 0.2 | $758k | 879.00 | 862.19 |
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| Ab Active Etfs Tax Aware Shrt (TAFI) | 0.2 | $755k | 30k | 25.21 |
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| Victory Portfolios Ii Shares Free Cash (VFLO) | 0.2 | $751k | -6% | 19k | 39.38 |
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| Astrazeneca Sponsored Adr | 0.2 | $735k | -9% | 8.0k | 91.94 |
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| Lockheed Martin Corporation (LMT) | 0.2 | $735k | -2% | 1.5k | 483.59 |
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| Wp Carey (WPC) | 0.2 | $732k | +2% | 11k | 64.36 |
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| Coca-Cola Company (KO) | 0.2 | $727k | -5% | 10k | 69.91 |
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| Walt Disney Company (DIS) | 0.2 | $723k | -4% | 6.4k | 113.76 |
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| Dimensional Etf Trust Emerging Mkts Co (DFEM) | 0.2 | $718k | +16% | 22k | 33.08 |
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| Ross Stores (ROST) | 0.2 | $715k | -6% | 4.0k | 180.16 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $712k | 7.5k | 95.22 |
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| AmerisourceBergen (COR) | 0.2 | $710k | -3% | 2.1k | 337.79 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.2 | $702k | +6% | 656.00 | 1070.13 |
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| L3harris Technologies (LHX) | 0.1 | $697k | -5% | 2.4k | 293.52 |
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| Hershey Company (HSY) | 0.1 | $691k | 3.8k | 181.96 |
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| First Tr Exchange Traded First Trust S&p (KNGZ) | 0.1 | $682k | -7% | 19k | 35.81 |
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| Ishares Ethereum Tr SHS (ETHA) | 0.1 | $680k | +85% | 30k | 22.43 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $664k | -15% | 986.00 | 673.82 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $658k | -2% | 2.5k | 268.30 |
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| At&t (T) | 0.1 | $658k | 27k | 24.84 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $653k | +207% | 2.3k | 287.20 |
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| Broadridge Financial Solutions (BR) | 0.1 | $650k | 2.9k | 223.14 |
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| Progressive Corporation (PGR) | 0.1 | $646k | +12% | 2.8k | 227.74 |
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| Home BancShares (HOMB) | 0.1 | $642k | 23k | 27.78 |
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| S&p Global (SPGI) | 0.1 | $640k | -7% | 1.2k | 522.59 |
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| Linde SHS (LIN) | 0.1 | $636k | +2% | 1.5k | 426.52 |
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| Dimensional Etf Trust Us Real Estate E (DFAR) | 0.1 | $631k | -17% | 28k | 22.90 |
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| Servicenow (NOW) | 0.1 | $625k | +601% | 4.1k | 153.19 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.1 | $619k | -7% | 8.9k | 69.67 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $618k | 3.5k | 177.38 |
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| American Centy Etf Tr Us Large Cap Vlu (AVLV) | 0.1 | $617k | -12% | 8.1k | 75.77 |
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| Quanta Services (PWR) | 0.1 | $609k | +18% | 1.4k | 422.00 |
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| Totalenergies Se Act (TTE) | 0.1 | $608k | NEW | 9.3k | 65.42 |
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| Dimensional Etf Trust World Equity Etf (DFAW) | 0.1 | $603k | +172% | 8.2k | 73.98 |
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| Barrick Mng Corp Com Shs (B) | 0.1 | $602k | -6% | 14k | 43.55 |
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| Air Products & Chemicals (APD) | 0.1 | $600k | +49% | 2.4k | 247.07 |
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| Sanofi Sa Sponsored Adr (SNY) | 0.1 | $599k | +3% | 12k | 48.46 |
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| Amphenol Corp Cl A (APH) | 0.1 | $597k | +17% | 4.4k | 135.13 |
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| Tortoise Capital Series Trus Energy Fd (TNGY) | 0.1 | $596k | 66k | 9.04 |
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| General Dynamics Corporation (GD) | 0.1 | $593k | 1.8k | 336.74 |
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| Moody's Corporation (MCO) | 0.1 | $589k | 1.2k | 510.85 |
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| Oracle Corporation (ORCL) | 0.1 | $578k | +11% | 3.0k | 194.93 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $577k | 6.9k | 83.75 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $572k | 22k | 26.32 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $570k | 1.9k | 302.08 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $558k | -16% | 3.0k | 183.39 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $544k | +14% | 6.1k | 88.49 |
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| Spdr Series Trust State Street Spd (FLRN) | 0.1 | $540k | NEW | 18k | 30.73 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.1 | $537k | -19% | 7.2k | 74.17 |
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| Ea Series Trust Astoria Us Equal (ROE) | 0.1 | $537k | -6% | 15k | 35.27 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $535k | -9% | 12k | 46.07 |
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| Micron Technology (MU) | 0.1 | $533k | 1.9k | 285.40 |
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| Dollar General (DG) | 0.1 | $532k | +3% | 4.0k | 132.77 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $531k | 5.3k | 99.91 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $527k | 874.00 | 603.40 |
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| UnitedHealth (UNH) | 0.1 | $523k | -35% | 1.6k | 330.01 |
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| Bank of America Corporation (BAC) | 0.1 | $523k | 9.5k | 55.00 |
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| AutoZone (AZO) | 0.1 | $522k | +12% | 154.00 | 3391.95 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $521k | 10k | 50.59 |
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| Snap-on Incorporated (SNA) | 0.1 | $517k | -5% | 1.5k | 344.63 |
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| United Rentals (URI) | 0.1 | $516k | +16% | 637.00 | 809.31 |
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| Cisco Systems (CSCO) | 0.1 | $515k | -3% | 6.7k | 77.03 |
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| Select Sector Spdr Tr State Street Uti (XLU) | 0.1 | $511k | +127% | 12k | 42.69 |
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| Carlisle Companies (CSL) | 0.1 | $509k | 1.6k | 319.79 |
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| Kenvue (KVUE) | 0.1 | $506k | +18% | 29k | 17.25 |
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| Amgen (AMGN) | 0.1 | $506k | -4% | 1.5k | 327.29 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.1 | $506k | +119% | 11k | 44.71 |
|
| Cadence Design Systems (CDNS) | 0.1 | $502k | +14% | 1.6k | 312.58 |
|
| Franklin Bsp Rlty Tr Common Stock (FBRT) | 0.1 | $500k | NEW | 20k | 25.06 |
|
| Eaton Corp SHS (ETN) | 0.1 | $497k | +27% | 1.6k | 318.42 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM) | 0.1 | $496k | 15k | 33.01 |
|
|
| Jones Lang LaSalle Incorporated (JLL) | 0.1 | $495k | -2% | 1.5k | 336.47 |
|
| Becton, Dickinson and (BDX) | 0.1 | $493k | +18% | 2.5k | 194.03 |
|
| Paypal Holdings (PYPL) | 0.1 | $487k | -15% | 8.3k | 58.38 |
|
| Blackrock (BLK) | 0.1 | $477k | -7% | 446.00 | 1069.63 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $476k | -6% | 1.8k | 258.80 |
|
| Dimensional Etf Trust Intl Small Cap E (DFIS) | 0.1 | $473k | +5% | 14k | 32.94 |
|
| Markel Corporation (MKL) | 0.1 | $469k | -5% | 218.00 | 2149.65 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $468k | +2% | 13k | 37.39 |
|
| Diageo Spon Adr New (DEO) | 0.1 | $466k | +21% | 5.4k | 86.27 |
|
| Prologis (PLD) | 0.1 | $465k | -14% | 3.6k | 127.64 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $459k | +2% | 12k | 38.60 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $459k | +15% | 4.8k | 95.35 |
|
| Nextera Energy (NEE) | 0.1 | $456k | -3% | 5.7k | 80.28 |
|
| Peak (DOC) | 0.1 | $454k | +25% | 28k | 16.08 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $453k | 2.1k | 219.73 |
|
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.1 | $451k | +132% | 9.9k | 45.35 |
|
| Shell Spon Ads (SHEL) | 0.1 | $451k | +6% | 6.1k | 73.49 |
|
| Tractor Supply Company (TSCO) | 0.1 | $450k | -4% | 9.0k | 50.01 |
|
| Fastenal Company (FAST) | 0.1 | $446k | 11k | 40.13 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $440k | -4% | 3.5k | 125.29 |
|
| SYSCO Corporation (SYY) | 0.1 | $436k | -5% | 5.9k | 73.69 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM) | 0.1 | $434k | 13k | 32.85 |
|
|
| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $432k | 8.9k | 48.75 |
|
|
| Metropcs Communications (TMUS) | 0.1 | $430k | +10% | 2.1k | 203.06 |
|
| Spdr Series Trust State Street Spd (SPIB) | 0.1 | $427k | 13k | 33.81 |
|
|
| Trane Technologies SHS (TT) | 0.1 | $423k | +2% | 1.1k | 389.20 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $420k | +12% | 4.2k | 99.88 |
|
| Brown & Brown (BRO) | 0.1 | $415k | +2% | 5.2k | 79.70 |
|
| Dimensional Etf Trust Natl Mun Bd Etf (DFNM) | 0.1 | $414k | 8.6k | 48.17 |
|
|
| Diamondback Energy (FANG) | 0.1 | $413k | 2.7k | 150.33 |
|
|
| Ameriprise Financial (AMP) | 0.1 | $412k | -7% | 839.00 | 490.49 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $409k | 1.6k | 252.43 |
|
|
| Waste Management (WM) | 0.1 | $409k | -5% | 1.9k | 219.73 |
|
| Pgim Etf Tr Pgim Ultra Sh Bd (PULS) | 0.1 | $402k | 8.1k | 49.59 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.1 | $402k | 3.3k | 120.96 |
|
|
| John Hancock Exchange Traded Mortgage Backed (JHMB) | 0.1 | $401k | 18k | 22.16 |
|
|
| Quest Diagnostics Incorporated (DGX) | 0.1 | $397k | 2.3k | 173.51 |
|
|
| Agnc Invt Corp Com reit (AGNC) | 0.1 | $394k | 37k | 10.72 |
|
|
| Newmont Mining Corporation (NEM) | 0.1 | $394k | 3.9k | 99.85 |
|
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $393k | -2% | 4.7k | 82.82 |
|
| Cme (CME) | 0.1 | $390k | +27% | 1.4k | 273.12 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $389k | +18% | 12k | 32.62 |
|
| W.R. Berkley Corporation (WRB) | 0.1 | $386k | -2% | 5.5k | 70.12 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $385k | 7.0k | 54.68 |
|
|
| Enbridge (ENB) | 0.1 | $385k | -37% | 8.0k | 47.83 |
|
| Coca-cola Europacific Partne SHS (CCEP) | 0.1 | $384k | 4.2k | 90.70 |
|
|
| salesforce (CRM) | 0.1 | $382k | 1.4k | 264.95 |
|
|
| Rocket Lab Corp (RKLB) | 0.1 | $382k | -67% | 5.5k | 69.76 |
|
| Apollo Global Mgmt (APO) | 0.1 | $381k | 2.6k | 144.77 |
|
|
| Paychex (PAYX) | 0.1 | $377k | -9% | 3.4k | 112.19 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $376k | 1.5k | 246.17 |
|
|
| Fidelity National Financial Com Shs (FNF) | 0.1 | $371k | -3% | 6.8k | 54.59 |
|
| Roper Industries (ROP) | 0.1 | $369k | 829.00 | 445.08 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV) | 0.1 | $368k | 7.5k | 48.84 |
|
|
| Globe Life (GL) | 0.1 | $367k | 2.6k | 139.86 |
|
|
| Zimmer Holdings (ZBH) | 0.1 | $366k | -19% | 4.1k | 89.92 |
|
| Pgim Etf Tr Aaa Clo Etf (PAAA) | 0.1 | $364k | 7.1k | 51.26 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFY) | 0.1 | $363k | +27% | 16k | 22.24 |
|
| Sempra Energy (SRE) | 0.1 | $363k | -36% | 4.1k | 88.28 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $361k | +8% | 1.8k | 198.58 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $361k | -2% | 4.5k | 79.36 |
|
| Brown Forman Corp CL B (BF.B) | 0.1 | $360k | 14k | 26.06 |
|
|
| Stifel Financial (SF) | 0.1 | $360k | -11% | 2.9k | 125.22 |
|
| Haleon Spon Ads (HLN) | 0.1 | $357k | -2% | 35k | 10.11 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) | 0.1 | $355k | 15k | 24.50 |
|
|
| Automatic Data Processing (ADP) | 0.1 | $354k | NEW | 1.4k | 257.14 |
|
| Lennar Corp Cl A (LEN) | 0.1 | $353k | +15% | 3.4k | 102.79 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP) | 0.1 | $346k | 7.7k | 44.91 |
|
|
| Sea Sponsord Ads (SE) | 0.1 | $345k | -7% | 2.7k | 127.57 |
|
| Palo Alto Networks (PANW) | 0.1 | $345k | -4% | 1.9k | 184.20 |
|
| Booking Holdings (BKNG) | 0.1 | $343k | 64.00 | 5355.50 |
|
|
| Bny Mellon Etf Trust Ii Dynamic Value (BKDV) | 0.1 | $342k | NEW | 12k | 29.02 |
|
| Steris Shs Usd (STE) | 0.1 | $338k | -7% | 1.3k | 253.59 |
|
| Chemed Corp Com Stk (CHE) | 0.1 | $338k | -5% | 790.00 | 427.86 |
|
| Service Corporation International (SCI) | 0.1 | $333k | -2% | 4.3k | 77.98 |
|
| Phillips 66 (PSX) | 0.1 | $332k | 2.6k | 129.06 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $328k | +13% | 6.5k | 50.29 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $328k | 1.3k | 242.86 |
|
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $327k | 11k | 29.48 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $326k | +27% | 4.9k | 66.00 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM) | 0.1 | $323k | -13% | 11k | 30.38 |
|
| Dimensional Etf Trust Core Fixed Incom (DFCF) | 0.1 | $323k | +25% | 7.6k | 42.56 |
|
| Public Storage (PSA) | 0.1 | $321k | +31% | 1.2k | 259.53 |
|
| Wec Energy Group (WEC) | 0.1 | $320k | -3% | 3.0k | 105.45 |
|
| Morgan Stanley Com New (MS) | 0.1 | $320k | -4% | 1.8k | 177.48 |
|
| Target Corporation (TGT) | 0.1 | $316k | +42% | 3.2k | 97.76 |
|
| State Street Corporation (STT) | 0.1 | $315k | 2.4k | 129.01 |
|
|
| Sherwin-Williams Company (SHW) | 0.1 | $312k | -3% | 962.00 | 324.16 |
|
| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $310k | 15k | 20.89 |
|
|
| Janus Detroit Str Tr Henderson Mtg (JMBS) | 0.1 | $307k | 6.7k | 45.69 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $307k | -19% | 629.00 | 487.88 |
|
| PPG Industries (PPG) | 0.1 | $306k | -5% | 3.0k | 102.46 |
|
| Vulcan Materials Company (VMC) | 0.1 | $304k | -2% | 1.1k | 285.21 |
|
| Angel Oak Funds Trust Income Etf (CARY) | 0.1 | $304k | 15k | 20.83 |
|
|
| MetLife (MET) | 0.1 | $301k | -10% | 3.8k | 78.93 |
|
| Innovator Etfs Trust Equity Defined P (ZAPR) | 0.1 | $300k | -59% | 12k | 25.78 |
|
| Jack Henry & Associates (JKHY) | 0.1 | $298k | 1.6k | 182.51 |
|
|
| American Tower Reit (AMT) | 0.1 | $295k | -2% | 1.7k | 175.58 |
|
| AvalonBay Communities (AVB) | 0.1 | $295k | -13% | 1.6k | 181.29 |
|
| Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) | 0.1 | $292k | 6.0k | 49.14 |
|
|
| First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS) | 0.1 | $291k | +21% | 13k | 22.84 |
|
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 0.1 | $290k | +49% | 6.3k | 45.89 |
|
| Baxter International (BAX) | 0.1 | $290k | -5% | 15k | 19.11 |
|
| Dimensional Etf Trust Inflation Prote (DFIP) | 0.1 | $286k | -7% | 6.9k | 41.55 |
|
| Starbucks Corporation (SBUX) | 0.1 | $284k | -27% | 3.4k | 84.22 |
|
| Sba Communications Corp Cl A (SBAC) | 0.1 | $282k | -5% | 1.5k | 193.43 |
|
| Te Connectivity Ord Shs (TEL) | 0.1 | $281k | -21% | 1.2k | 227.59 |
|
| John Hancock Exchange Traded Multifactor Mi (JHMM) | 0.1 | $278k | 4.2k | 65.48 |
|
|
| Innovator Etfs Trust Equity Defined P (ZNOV) | 0.1 | $277k | NEW | 10k | 26.67 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $277k | -11% | 5.1k | 53.83 |
|
| Zoetis Cl A (ZTS) | 0.1 | $275k | NEW | 2.2k | 125.84 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $272k | -4% | 2.3k | 117.21 |
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $271k | -10% | 2.5k | 107.11 |
|
| Burlington Stores (BURL) | 0.1 | $269k | -4% | 930.00 | 288.85 |
|
| Dimensional Etf Trust Short Duration F (DFSD) | 0.1 | $268k | -27% | 5.6k | 47.95 |
|
| Ingredion Incorporated (INGR) | 0.1 | $267k | -3% | 2.4k | 110.26 |
|
| A. O. Smith Corporation (AOS) | 0.1 | $266k | +2% | 4.0k | 66.88 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $266k | -16% | 8.9k | 29.89 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $264k | -13% | 464.00 | 569.60 |
|
| Standard Lithium Corp equities (SLI) | 0.1 | $261k | -6% | 58k | 4.47 |
|
| Intel Corporation (INTC) | 0.1 | $255k | -58% | 6.9k | 36.90 |
|
| Ida (IDA) | 0.1 | $254k | -4% | 2.0k | 126.58 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.1 | $252k | 2.4k | 103.56 |
|
|
| Airbnb Com Cl A (ABNB) | 0.1 | $251k | 1.8k | 135.72 |
|
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC) | 0.1 | $249k | +9% | 5.5k | 45.09 |
|
| Freeport-mcmoran CL B (FCX) | 0.1 | $247k | NEW | 4.9k | 50.78 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL) | 0.1 | $244k | 5.1k | 47.57 |
|
|
| Managed Portfolio Series Kensington Hedge (KHPI) | 0.1 | $244k | +2% | 9.5k | 25.66 |
|
| Agnico (AEM) | 0.1 | $239k | NEW | 1.4k | 169.53 |
|
| Equinix (EQIX) | 0.1 | $237k | -2% | 309.00 | 765.62 |
|
| Cdw (CDW) | 0.1 | $234k | +12% | 1.7k | 136.17 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $234k | NEW | 6.3k | 37.00 |
|
| First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (DOCT) | 0.0 | $230k | NEW | 5.2k | 44.29 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.0 | $230k | -10% | 2.8k | 81.17 |
|
| Microchip Technology (MCHP) | 0.0 | $230k | -24% | 3.6k | 63.71 |
|
| Littelfuse (LFUS) | 0.0 | $228k | -4% | 903.00 | 252.92 |
|
| Uber Technologies (UBER) | 0.0 | $228k | -3% | 2.8k | 81.71 |
|
| Pimco Etf Tr Active Bd Etf (BOND) | 0.0 | $223k | 2.4k | 93.07 |
|
|
| ConocoPhillips (COP) | 0.0 | $222k | 2.4k | 93.59 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $222k | -15% | 4.4k | 50.88 |
|
| T Rowe Price Etf Small Mid Cap (TMSL) | 0.0 | $222k | -5% | 6.2k | 35.90 |
|
| EnPro Industries (NPO) | 0.0 | $221k | -8% | 1.0k | 214.05 |
|
| Cummins (CMI) | 0.0 | $220k | NEW | 432.00 | 510.15 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $220k | -5% | 2.0k | 109.61 |
|
| Moelis & Co Cl A (MC) | 0.0 | $218k | -4% | 3.2k | 68.74 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.0 | $216k | NEW | 7.7k | 28.06 |
|
| ExlService Holdings (EXLS) | 0.0 | $213k | -4% | 5.0k | 42.44 |
|
| Stryker Corporation (SYK) | 0.0 | $213k | -15% | 605.00 | 351.37 |
|
| Caci Intl Cl A (CACI) | 0.0 | $212k | -11% | 397.00 | 532.81 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $211k | 2.6k | 79.73 |
|
|
| Cullen/Frost Bankers (CFR) | 0.0 | $210k | 1.7k | 126.59 |
|
|
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.0 | $209k | NEW | 1.3k | 160.97 |
|
| Reinsurance Grp Of America I Com New (RGA) | 0.0 | $208k | NEW | 1.0k | 203.55 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.0 | $208k | -39% | 2.6k | 80.63 |
|
| Atlantic Union B (AUB) | 0.0 | $208k | -5% | 5.9k | 35.30 |
|
| Watsco, Incorporated (WSO) | 0.0 | $207k | NEW | 614.00 | 337.11 |
|
| Monster Beverage Corp (MNST) | 0.0 | $204k | -14% | 2.7k | 76.67 |
|
| First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP) | 0.0 | $203k | NEW | 5.2k | 38.74 |
|
| Ge Aerospace Com New (GE) | 0.0 | $203k | NEW | 657.00 | 308.23 |
|
| EnerSys (ENS) | 0.0 | $202k | NEW | 1.4k | 146.70 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $201k | NEW | 3.6k | 56.61 |
|
| Fs Credit Opportunities Corp Common Stock (FSCO) | 0.0 | $181k | 29k | 6.30 |
|
|
| PG&E Corporation (PCG) | 0.0 | $170k | NEW | 11k | 16.07 |
|
| Permian Resources Corp Class A Com (PR) | 0.0 | $168k | -4% | 12k | 14.03 |
|
| Westrock Coffee (WEST) | 0.0 | $136k | -14% | 34k | 4.07 |
|
| Pet Acquisition LLC -Class A (WOOF) | 0.0 | $98k | 35k | 2.81 |
|
|
| Advisorshares Tr Msos Daily Lvrgd (MSOX) | 0.0 | $79k | NEW | 18k | 4.48 |
|
| Lithium Argentina Com Shs (LAR) | 0.0 | $63k | 11k | 5.58 |
|
|
| Evgo Cl A Com (EVGO) | 0.0 | $42k | 15k | 2.91 |
|
|
| EXACT Sciences Corporation (EXAS) | 0.0 | $42k | NEW | 42k | 1.00 |
|
| Plug Power Com New (PLUG) | 0.0 | $20k | NEW | 10k | 1.97 |
|
Past Filings by Legacy Capital Wealth Partners
SEC 13F filings are viewable for Legacy Capital Wealth Partners going back to 2020
- Legacy Capital Wealth Partners 2025 Q4 filed Jan. 16, 2026
- Legacy Capital Wealth Partners 2025 Q3 filed Nov. 13, 2025
- Legacy Capital Wealth Partners 2025 Q2 filed Aug. 13, 2025
- Legacy Capital Wealth Partners 2025 Q1 filed May 2, 2025
- Legacy Capital Wealth Partners 2024 Q4 filed Jan. 30, 2025
- Legacy Capital Wealth Partners 2024 Q3 filed Nov. 4, 2024
- Legacy Capital Wealth Partners 2024 Q2 filed Aug. 2, 2024
- Legacy Capital Wealth Partners 2024 Q1 filed May 10, 2024
- Legacy Capital Wealth Partners 2023 Q3 filed Oct. 16, 2023
- Legacy Capital Wealth Partners 2023 Q2 filed July 27, 2023
- Legacy Capital Wealth Partners 2023 Q1 filed May 10, 2023
- Legacy Capital Wealth Partners 2022 Q4 filed Feb. 9, 2023
- Legacy Capital Wealth Partners 2022 Q3 filed Nov. 14, 2022
- Legacy Capital Wealth Partners 2022 Q2 filed Aug. 12, 2022
- Legacy Capital Wealth Partners 2022 Q1 filed May 16, 2022
- Legacy Capital Wealth Partners 2021 Q4 filed Feb. 14, 2022