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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, DHI, RDVY, TSLA, and represent 25.63% of Legacy Capital Wealth Partners's stock portfolio.
Added to shares of these 10 stocks: SPYI (+$6.7M), WMT (+$5.2M), JBHT, KLAC, RISR, IWF, IWV, GOOGL, ACYN, DVN.
Started 44 new stock positions in ATR, SN, Trulieve Cannabis Corporatio, ACYN, AVMC, LAC, SMH, DVN, DFVX, DPZ.
Reduced shares in these 10 stocks: SPY (-$15M), RSP, BLK, SH, DMAR, BND, BXSL, DHI, VTV, EFG.
Sold out of its positions in MSOX, AEM, ROE, CARY, AZO, WRB, BXSL, BN, CTRA, CACI.
Legacy Capital Wealth Partners was a net seller of stock by $-9.8M.
Legacy Capital Wealth Partners has $521M in assets under management (AUM), dropping by 7.42%.
Central Index Key (CIK): 0001766228

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Portfolio Holdings for Legacy Capital Wealth Partners

Legacy Capital Wealth Partners holds 377 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Wal-Mart Stores (WMT)	11.7	$61M	+9%	537k	113.26	View chart
J.B. Hunt Transport Services (JBHT)	6.5	$34M	+10%	117k	289.43	View chart
D.R. Horton (DHI)	3.2	$16M	-6%	101k	162.88	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	2.4	$13M		161k	77.24	View chart
Tesla Motors (TSLA)	1.9	$10M	-8%	24k	420.60	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	1.8	$9.3M		79k	118.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	1.7	$9.0M	+2%	151k	59.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.7	$9.0M		12k	748.89	View chart
NVIDIA Corporation (NVDA)	1.6	$8.3M	+4%	41k	200.09	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	1.4	$7.5M		59k	127.73	View chart
Apple (AAPL)	1.4	$7.4M		26k	289.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.4	$7.2M	-5%	11k	686.79	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	1.3	$6.7M	NEW	126k	53.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)	1.3	$6.7M	+2%	118k	56.50	View chart
Intel Corporation (INTC)	1.2	$6.2M	-9%	44k	139.63	View chart
Gap (GAP)	1.1	$5.7M		304k	18.68	View chart
EOG Resources (EOG)	1.0	$5.2M		40k	129.73	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$5.0M	-74%	19k	266.10	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.9	$4.9M	+20%	14k	357.37	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.9	$4.7M	+10%	93k	50.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq (YMAR)	0.9	$4.6M		162k	28.20	View chart
Microsoft Corporation (MSFT)	0.8	$4.0M	+7%	11k	373.02	View chart
Amazon (AMZN)	0.8	$4.0M	-7%	17k	238.34	View chart
Meta Platforms Cl A (META)	0.7	$3.5M		6.2k	563.29	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.6	$3.3M		75k	44.36	View chart
Bank Ozk (OZK)	0.6	$3.2M		62k	52.09	View chart
Lam Research Corp Com New (LRCX)	0.6	$3.2M	-13%	7.3k	433.35	View chart
Gmo Etf Trust Gmo Us Value (GMOV)	0.6	$3.1M	+2%	105k	29.77	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	0.6	$3.1M	-9%	60k	51.69	View chart
World Gold Tr Spdr Gld Minis (GLDM)	0.6	$3.1M		39k	79.42	View chart
Symbotic Class A Com (SYM)	0.5	$2.9M	+20%	64k	44.95	View chart
Pimco Etf Tr Ultr Sh Go Ac Fd (BILZ)	0.5	$2.7M		27k	100.93	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.5	$2.7M	+10%	66k	41.10	View chart
Kla Corp Com New (KLAC)	0.5	$2.7M	+972%	8.9k	301.72	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.5	$2.7M		72k	36.84	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.5	$2.6M	+5%	86k	30.49	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.5	$2.6M	+29%	26k	100.81	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	0.5	$2.4M	-2%	59k	41.25	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.5	$2.4M	+2%	19k	124.76	View chart
Broadcom (AVGO)	0.5	$2.4M	+2%	6.3k	377.77	View chart
Ishares Tr Core 30 70 Etf (AOK)	0.4	$2.3M		55k	41.48	View chart
Micron Technology (MU)	0.4	$2.3M		2.0k	1154.37	View chart
Visa Com Cl A (V)	0.4	$2.2M		6.4k	343.06	View chart
Etf Ser Solutions Aptus Collrd Inv (ACIO)	0.4	$2.2M		47k	46.14	View chart
Global X Fds Glb X Mlp Enrg I (MLPX)	0.4	$2.2M		30k	73.66	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.4	$2.1M	+17%	4.5k	477.56	View chart
Alphabet Cap Stk Cl C (GOOG)	0.4	$2.1M	+4%	5.9k	353.36	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.4	$2.1M	+14%	20k	103.88	View chart
Applied Materials (AMAT)	0.4	$2.0M	-15%	2.8k	723.03	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.0M		6.2k	327.32	View chart
Trinity Cap (TRIN)	0.4	$1.9M	+2%	108k	17.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.4	$1.9M	+456%	15k	124.17	View chart
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)	0.4	$1.8M		25k	73.80	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.8M	+6%	13k	136.72	View chart
Capital Southwest Corporation (CSWC)	0.3	$1.8M	+4%	75k	23.77	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.3	$1.8M	+13%	91k	19.57	View chart
Gladstone Investment Corporation (GAIN)	0.3	$1.8M	-4%	114k	15.46	View chart
Arista Networks Com Shs (ANET)	0.3	$1.8M	+19%	10k	169.88	View chart
Philip Morris International (PM)	0.3	$1.7M	-6%	9.7k	180.92	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$1.7M	-2%	25k	69.90	View chart
Gladstone Cap Corp Com New (GLAD)	0.3	$1.7M	+30%	89k	19.42	View chart
Owl Rock Capital Corporation (OBDC)	0.3	$1.7M	+39%	158k	10.87	View chart
Main Street Capital Corporation (MAIN)	0.3	$1.7M	+14%	33k	51.88	View chart
Hercules Technology Growth Capital (HTGC)	0.3	$1.7M	+10%	109k	15.77	View chart
Tidal Trust I Foli Al Rate Etf (RISR)	0.3	$1.7M	NEW	46k	36.20	View chart
Morgan Stanley Direct Lendin Com Shs (MSDL)	0.3	$1.7M	+28%	111k	15.12	View chart
Ares Capital Corporation (ARCC)	0.3	$1.7M	+7%	90k	18.53	View chart
Fidus Invt (FDUS)	0.3	$1.6M	+7%	86k	19.07	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	0.3	$1.6M	+3%	56k	29.40	View chart
Texas Instruments Incorporated (TXN)	0.3	$1.6M	-12%	5.4k	298.08	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.3	$1.6M	+3%	28k	55.57	View chart
Sixth Street Specialty Lending (TSLX)	0.3	$1.6M	+20%	90k	17.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.3	$1.5M	+69%	6.4k	242.43	View chart
Golub Capital BDC (GBDC)	0.3	$1.5M		118k	12.88	View chart
Spdr Series Trust St Str Conv Etf (CWB)	0.3	$1.5M		14k	107.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.5M	+14%	3.0k	500.43	View chart
Chevron Corporation (CVX)	0.3	$1.5M	-9%	9.1k	165.77	View chart
Verizon Communications (VZ)	0.3	$1.5M		34k	42.34	View chart
Home Depot (HD)	0.3	$1.4M	+2%	4.0k	352.70	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.3	$1.4M	+2%	35k	40.65	View chart
TJX Companies (TJX)	0.3	$1.4M	+2%	9.2k	151.50	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$1.4M	+16%	696.00	1989.97	View chart
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON)	0.3	$1.4M	+3%	55k	24.88	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.3	$1.3M	+3%	48k	27.93	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$1.3M		14k	93.92	View chart
Bny Mellon Etf Trust Ii Dynamic Value (BKDV)	0.3	$1.3M	+28%	40k	33.49	View chart
W.W. Grainger (GWW)	0.2	$1.3M	-9%	954.00	1360.94	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M		21k	62.07	View chart
Mastercard Incorporated Cl A (MA)	0.2	$1.3M		2.5k	513.57	View chart
Union Pacific Corporation (UNP)	0.2	$1.2M		4.6k	271.98	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$1.2M	+2%	3.3k	368.38	View chart
T Rowe Price Exchange-traded Price Blue Chip (TCHP)	0.2	$1.2M		24k	50.09	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.2	$1.2M	+4%	26k	44.75	View chart
Procter & Gamble Company (PG)	0.2	$1.1M	+13%	7.7k	146.63	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$1.1M		34k	33.29	View chart
Netflix (NFLX)	0.2	$1.1M	+5%	16k	71.40	View chart
O'reilly Automotive (ORLY)	0.2	$1.1M	+2%	12k	92.09	View chart
Parker-Hannifin Corporation (PH)	0.2	$1.1M	+5%	1.1k	978.51	View chart
Eli Lilly & Co. (LLY)	0.2	$1.1M	+6%	897.00	1199.72	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	0.2	$1.0M	-5%	26k	40.64	View chart
Amphenol Corp Cl A (APH)	0.2	$1.0M	+16%	5.9k	176.32	View chart
McKesson Corporation (MCK)	0.2	$1.0M	+5%	1.3k	755.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.2	$1.0M		14k	71.25	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$991k	-38%	10k	95.61	View chart
Us Bancorp Com New (USB)	0.2	$990k	-30%	16k	60.40	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.2	$988k	+4%	2.0k	496.73	View chart
Unilever Spon Adr New (UL)	0.2	$986k		16k	60.12	View chart
Marsh & McLennan Companies (MRSH)	0.2	$986k	-11%	5.9k	166.67	View chart
Hartford Financial Services (HIG)	0.2	$982k	+3%	7.4k	132.51	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	0.2	$964k		12k	80.54	View chart
Dimensional Etf Trust World Equity Etf (DFAW)	0.2	$957k	+23%	12k	82.79	View chart
Quanta Services (PWR)	0.2	$930k	-20%	1.3k	720.20	View chart
PNC Financial Services (PNC)	0.2	$927k		3.8k	246.21	View chart
Icon Pub SHS (ICLR)	0.2	$910k	-17%	5.2k	173.71	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$908k	-7%	29k	31.71	View chart
Abbvie (ABBV)	0.2	$904k	-7%	3.6k	251.67	View chart
Texas Pacific Land Corp (TPL)	0.2	$903k	-2%	2.1k	437.61	View chart
Ab Active Etfs Tax Aw Inter Etf (TAFM)	0.2	$891k	-19%	35k	25.68	View chart
Ishares Tr Russell 3000 Etf (IWV)	0.2	$878k	NEW	2.1k	426.40	View chart
United Rentals (URI)	0.2	$870k	+7%	768.00	1133.35	View chart
Genuine Parts Company (GPC)	0.2	$869k		7.4k	117.98	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.2	$866k		34k	25.74	View chart
Costco Wholesale Corporation (COST)	0.2	$866k	+4%	925.00	935.63	View chart
Williams Companies (WMB)	0.2	$862k		12k	74.34	View chart
Medtronic SHS (MDT)	0.2	$842k	+5%	11k	78.23	View chart
Cisco Systems (CSCO)	0.2	$840k		7.1k	117.45	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.2	$837k	+24%	16k	53.11	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$834k	-54%	3.8k	217.94	View chart
Ross Stores (ROST)	0.2	$811k	+59%	3.8k	212.84	View chart
Linde SHS (LIN)	0.2	$807k		1.6k	518.82	View chart
Travelers Companies (TRV)	0.2	$803k	-6%	2.4k	330.16	View chart
Wp Carey (WPC)	0.2	$798k		11k	71.50	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.2	$788k		4.1k	191.75	View chart
Eaton Corp SHS (ETN)	0.2	$785k	-7%	1.8k	426.06	View chart
Synopsys (SNPS)	0.2	$783k		1.8k	446.07	View chart
Wells Fargo & Company (WFC)	0.2	$782k	+31%	9.5k	82.64	View chart
GSK Sponsored Adr (GSK)	0.1	$780k		15k	52.42	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$765k	+30%	6.5k	117.67	View chart
First Tr Exchange Traded First Trust S&p (KNGZ)	0.1	$764k		19k	40.07	View chart
Palantir Technologies Cl A (PLTR)	0.1	$757k		6.5k	116.66	View chart
Ab Active Etfs Tax Aware Shrt (TAFI)	0.1	$755k		30k	25.22	View chart
Innovator Etfs Trust Emrgng Mkt Jan (EJAN)	0.1	$752k		21k	36.00	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$748k	-15%	1.0k	736.53	View chart
Progressive Corporation (PGR)	0.1	$745k	+5%	3.4k	218.47	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	0.1	$742k		8.1k	91.21	View chart
United Parcel Svcs CL B (UPS)	0.1	$725k	-15%	6.7k	107.51	View chart
Carlisle Companies (CSL)	0.1	$718k	+3%	2.0k	362.73	View chart
Cadence Design Systems (CDNS)	0.1	$715k	+10%	1.9k	375.32	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$714k		13k	54.13	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.1	$710k	+7%	7.4k	96.43	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$703k	+17%	16k	45.34	View chart
Raytheon Technologies Corp (RTX)	0.1	$700k	-2%	3.7k	189.71	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.1	$691k	NEW	33k	20.79	View chart
Johnson & Johnson (JNJ)	0.1	$677k	-23%	2.7k	254.00	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.1	$674k		3.4k	197.62	View chart
Devon Energy Corporation (DVN)	0.1	$674k	NEW	16k	41.32	View chart
Home BancShares (HOMB)	0.1	$672k		24k	28.55	View chart
Bank of America Corporation (BAC)	0.1	$670k		12k	56.98	View chart
At&t (T)	0.1	$667k		32k	20.70	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.1	$665k	-4%	8.1k	82.34	View chart
Dimensional Etf Trust Core Fixe In Etf (DFCF)	0.1	$664k	+10%	16k	42.21	View chart
Tortoise Capital Series Trus Energy Etf (TNGY)	0.1	$664k		68k	9.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$660k		2.2k	306.30	View chart
Astrazeneca Ord (AZN)	0.1	$660k	-2%	3.5k	189.62	View chart
Hershey Company (HSY)	0.1	$651k		3.7k	175.47	View chart
Peak (DOC)	0.1	$647k		30k	21.40	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$646k	NEW	669.00	965.00	View chart
Intuitive Surgical Com New (ISRG)	0.1	$640k	+5%	1.6k	397.68	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.1	$634k	NEW	6.9k	91.64	View chart
Diageo Spon Adr New (DEO)	0.1	$634k	-12%	7.9k	80.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Intl Etf (BUFY)	0.1	$624k	+21%	27k	23.41	View chart
Capital One Financial (COF)	0.1	$623k		3.1k	200.65	View chart
Coca-Cola Company (KO)	0.1	$615k	-15%	7.6k	81.27	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$614k		873.00	703.62	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.1	$611k	+6%	12k	50.83	View chart
Palo Alto Networks (PANW)	0.1	$597k	-11%	1.8k	341.02	View chart
Snap-on Incorporated (SNA)	0.1	$594k		1.5k	402.33	View chart
Dimensional Etf Trust Us Equi Mark Etf (DFUS)	0.1	$593k		7.2k	81.93	View chart
Lockheed Martin Corporation (LMT)	0.1	$587k	-10%	1.2k	509.53	View chart
Apollo Global Mgmt (APO)	0.1	$575k	+6%	4.9k	118.30	View chart
Kenvue (KVUE)	0.1	$560k		29k	19.11	View chart
First Tr Exchange-traded SHS (FVD)	0.1	$559k		12k	48.16	View chart
Zimmer Holdings (ZBH)	0.1	$553k		6.4k	86.09	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.1	$547k	-3%	16k	35.03	View chart
Rbb Fund Trust First Eagle Gbl (FEGE)	0.1	$544k	+80%	11k	48.92	View chart
Amgen (AMGN)	0.1	$541k		1.5k	362.00	View chart
CVS Caremark Corporation (CVS)	0.1	$540k		5.2k	103.45	View chart
Totalenergies Se Act (TTE)	0.1	$534k	-4%	6.9k	77.76	View chart
Monolithic Power Systems (MPWR)	0.1	$534k	NEW	386.00	1382.36	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$534k	+2%	11k	50.57	View chart
Air Products & Chemicals (APD)	0.1	$533k	-17%	1.8k	293.11	View chart
Servicenow (NOW)	0.1	$532k	+11%	5.4k	99.28	View chart
Moody's Corporation (MCO)	0.1	$529k		1.2k	452.92	View chart
Target Corporation (TGT)	0.1	$524k	-14%	4.0k	130.62	View chart
Baxter International (BAX)	0.1	$518k		24k	21.32	View chart
Nextera Energy (NEE)	0.1	$506k		5.8k	87.77	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$505k		6.1k	82.84	View chart
Lowe's Companies (LOW)	0.1	$502k	-28%	2.3k	220.52	View chart
Fastenal Company (FAST)	0.1	$501k		10k	48.03	View chart
Prologis (PLD)	0.1	$501k	+2%	3.7k	135.48	View chart
Paypal Holdings (PYPL)	0.1	$490k	+10%	11k	43.18	View chart
Sanofi Sa Sponsored Adr (SNY)	0.1	$480k	-8%	11k	42.66	View chart
Shell Spon Ads (SHEL)	0.1	$469k		6.0k	77.55	View chart
Nike CL B (NKE)	0.1	$467k	NEW	11k	41.05	View chart
Diamondback Energy (FANG)	0.1	$463k		2.6k	175.78	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$460k		1.5k	300.47	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$459k	+127%	17k	26.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$459k	+13%	4.6k	98.98	View chart
Paychex (PAYX)	0.1	$450k	+10%	4.6k	98.33	View chart
Truist Financial Corp equities (TFC)	0.1	$450k	-48%	9.0k	49.82	View chart
Broadridge Financial Solutions (BR)	0.1	$448k	+8%	3.3k	136.96	View chart
Otis Worldwide Corp (OTIS)	0.1	$447k	NEW	6.2k	71.60	View chart
Public Storage (PSA)	0.1	$446k		1.4k	318.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Max Dece (DECM)	0.1	$445k		13k	33.71	View chart
L3harris Technologies (LHX)	0.1	$445k	-31%	1.5k	290.59	View chart
Jones Lang LaSalle Incorporated (JLL)	0.1	$442k		1.4k	309.95	View chart
First Tr Exchng Traded Fd Vi Vest Lad Cap Etf (BUFS)	0.1	$441k	+33%	18k	25.09	View chart
Dimensional Etf Trust Us Real Esta Etf (DFAR)	0.1	$441k	-5%	17k	26.16	View chart
Clorox Company (CLX)	0.1	$439k	NEW	4.6k	95.44	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.1	$439k		3.3k	132.24	View chart
Wec Energy Group (WEC)	0.1	$437k		3.7k	116.78	View chart
Morgan Stanley Com New (MS)	0.1	$435k	+6%	2.1k	209.08	View chart
Globe Life (GL)	0.1	$434k	-7%	2.4k	178.68	View chart
Domino's Pizza (DPZ)	0.1	$432k	NEW	1.5k	296.06	View chart
Markel Corporation (MKL)	0.1	$430k		220.00	1953.01	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$428k		8.9k	48.25	View chart
Adobe Systems Incorporated (ADBE)	0.1	$428k	+28%	2.1k	205.02	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (JANM)	0.1	$427k		13k	33.84	View chart
American Tower Reit (AMT)	0.1	$426k	+12%	2.6k	163.59	View chart
Applovin Corp Com Cl A (APP)	0.1	$425k	-15%	825.00	515.23	View chart
Marathon Petroleum Corp (MPC)	0.1	$425k	+37%	1.7k	255.61	View chart
Heico Corp Cl A (HEI.A)	0.1	$418k	+2%	1.6k	257.91	View chart
Automatic Data Processing (ADP)	0.1	$416k	+5%	1.9k	223.97	View chart
S&p Global (SPGI)	0.1	$415k	-16%	1.0k	407.12	View chart
Haleon Spon Ads (HLN)	0.1	$412k	+26%	44k	9.33	View chart
PPG Industries (PPG)	0.1	$410k		3.4k	121.29	View chart
Coca-cola Europacific Partne SHS (CCEP)	0.1	$409k		4.1k	100.07	View chart
Dollar General (DG)	0.1	$406k	+2%	3.5k	115.11	View chart
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)	0.1	$405k		8.4k	48.34	View chart
Southern Copper Corporation (SCCO)	0.1	$405k		2.3k	174.26	View chart
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)	0.1	$402k		8.1k	49.55	View chart
Super Micro Computer Com New (SMCI)	0.1	$402k	NEW	14k	29.33	View chart
Rbb Fund Trust Firs Eagl Ov Etf (FEOE)	0.1	$399k	+45%	7.5k	53.40	View chart
John Hancock Exchange Traded Mortgage Backed (JHMB)	0.1	$398k		18k	21.95	View chart
Onto Innovation (ONTO)	0.1	$394k	-3%	1.0k	378.45	View chart
Waste Management (WM)	0.1	$393k		1.8k	222.89	View chart
EnPro Industries (NPO)	0.1	$392k		1.0k	376.83	View chart
Agnc Invt Corp Com reit (AGNC)	0.1	$391k		36k	10.90	View chart
Phillips 66 (PSX)	0.1	$390k	-10%	2.3k	169.08	View chart
Blackrock (BLK)	0.1	$388k	-82%	403.00	961.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$387k		7.5k	51.35	View chart
Managed Portfolio Ser Kens He Prem Etf (KHPI)	0.1	$386k	+36%	15k	25.82	View chart
Littelfuse (LFUS)	0.1	$384k		844.00	455.40	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.1	$384k	-13%	13k	30.85	View chart
Comcast Corp Cl A (CMCSA)	0.1	$384k	+11%	16k	24.55	View chart
Charles Schwab Corporation (SCHW)	0.1	$377k		4.1k	92.27	View chart
Becton, Dickinson and (BDX)	0.1	$377k		2.5k	151.32	View chart
Newmont Mining Corporation (NEM)	0.1	$376k		4.0k	93.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$375k	NEW	8.0k	46.74	View chart
Starbucks Corporation (SBUX)	0.1	$373k	+15%	3.6k	102.19	View chart
Pgim Etf Tr Aaa Clo Etf (PAAA)	0.1	$371k		7.2k	51.27	View chart
Oracle Corporation (ORCL)	0.1	$370k		2.5k	146.57	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$367k	NEW	7.3k	50.15	View chart
Sempra Energy (SRE)	0.1	$360k		3.9k	92.72	View chart
Schwab Strategic Tr Us Reit Etf (SCHH)	0.1	$356k		15k	23.68	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.1	$353k	-4%	1.5k	236.62	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$353k	+2%	14k	25.70	View chart
MetLife (MET)	0.1	$352k		4.2k	84.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$352k		10k	33.84	View chart
Corning Incorporated (GLW)	0.1	$352k	-24%	1.4k	255.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DSEP)	0.1	$350k		7.4k	47.44	View chart
Walt Disney Company (DIS)	0.1	$344k	-33%	3.6k	96.24	View chart
Lennar Corp CL B (LEN.B)	0.1	$344k	NEW	3.8k	90.48	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$343k	-12%	4.2k	82.11	View chart
Boston Scientific Corporation (BSX)	0.1	$338k	+40%	7.9k	42.68	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.1	$334k	-71%	2.3k	146.44	View chart
Diodes Incorporated (DIOD)	0.1	$333k	-15%	3.0k	109.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equty (FEBM)	0.1	$332k		11k	31.22	View chart
General Dynamics Corporation (GD)	0.1	$332k		937.00	354.28	View chart
Stifel Financial (SF)	0.1	$332k	+8%	4.8k	69.77	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.1	$328k	NEW	1.9k	170.86	View chart
Cme (CME)	0.1	$326k	+3%	1.5k	220.85	View chart
Sherwin-Williams Company (SHW)	0.1	$324k		941.00	344.20	View chart
Invesco Exchange Traded Fd T Gbl Listed Pvt (PSP)	0.1	$324k	-26%	5.8k	55.70	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.1	$324k	+9%	6.4k	50.58	View chart
First Tr Exchange-traded Vest Lad Aut Etf	0.1	$320k	NEW	16k	20.54	View chart
Barrick Mng Corp Com Shs (B)	0.1	$317k		8.6k	36.73	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	0.1	$315k		4.2k	74.96	View chart
Ishares Tr National Mun Etf (MUB)	0.1	$312k	+6%	2.9k	107.62	View chart
Ida (IDA)	0.1	$311k		2.1k	151.33	View chart
Booking Holdings (BKNG)	0.1	$309k	+2309%	1.7k	178.25	View chart
Vulcan Materials Company (VMC)	0.1	$308k	-2%	1.0k	295.03	View chart
Abbott Laboratories (ABT)	0.1	$307k	-2%	3.4k	90.74	View chart
Harbor Etf Trust Long Term Grower (WINN)	0.1	$305k	+3%	9.4k	32.47	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	0.1	$303k		6.7k	44.99	View chart
Qualcomm (QCOM)	0.1	$302k		1.6k	184.78	View chart
Brown & Brown (BRO)	0.1	$301k	+7%	4.7k	64.15	View chart
Metropcs Communications (TMUS)	0.1	$300k	-4%	1.8k	167.76	View chart
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)	0.1	$291k		6.0k	48.87	View chart
Innovator Etfs Trust Equi Defi 1 Nove (ZNOV)	0.1	$285k		10k	27.46	View chart
Thermo Fisher Scientific (TMO)	0.1	$283k	-43%	564.00	501.53	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$283k	NEW	431.00	655.62	View chart
Westrock Coffee (WEST)	0.1	$280k	-5%	35k	8.11	View chart
Pool Corporation (POOL)	0.1	$278k	+12%	1.3k	214.97	View chart
Brown Forman Corp CL B (BF.B)	0.1	$277k		10k	26.65	View chart
Sharkninja Com Shs (SN)	0.1	$276k	NEW	1.8k	152.27	View chart
Quest Diagnostics Incorporated (DGX)	0.1	$276k	-28%	1.3k	211.95	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$275k	+38%	9.0k	30.46	View chart
Power Integrations (POWI)	0.1	$275k	NEW	3.3k	83.76	View chart
Vertiv Holdings Com Cl A (VRT)	0.1	$275k	-2%	820.00	334.83	View chart
Duke Energy Corp Com New (DUK)	0.1	$273k		2.2k	126.61	View chart
British Amern Tob Sponsored Adr (BTI)	0.1	$272k		4.4k	61.76	View chart
National Retail Properties (NNN)	0.1	$271k	+3%	5.8k	46.53	View chart
Verisign (VRSN)	0.1	$270k	NEW	1.1k	251.56	View chart
Casey's General Stores (CASY)	0.1	$270k	-9%	339.00	795.72	View chart
Innovator Etfs Trust Intl De Pw June (IJUN)	0.1	$269k	NEW	8.6k	31.18	View chart
Roper Industries (ROP)	0.1	$264k	-4%	781.00	338.39	View chart
Jack Henry & Associates (JKHY)	0.1	$264k	+17%	1.9k	137.71	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$264k	NEW	5.0k	52.95	View chart
Burlington Stores (BURL)	0.1	$263k	-16%	830.00	316.80	View chart
Rex Etf Tr Autocallable In (ATCL)	0.1	$263k	NEW	11k	24.82	View chart
A. O. Smith Corporation (AOS)	0.1	$262k	+5%	4.2k	62.72	View chart
EnerSys (ENS)	0.1	$261k	-6%	1.1k	233.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.1	$261k		5.5k	47.38	View chart
Aptar (ATR)	0.1	$261k	NEW	2.1k	125.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$258k		5.1k	50.15	View chart
Southstate Bk Corp (SSB)	0.0	$255k	NEW	2.6k	99.88	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$253k		2.4k	103.96	View chart
Sea Sponsord Ads (SE)	0.0	$252k	-7%	2.6k	95.83	View chart
Valero Energy Corporation (VLO)	0.0	$251k		965.00	260.49	View chart
Keysight Technologies (KEYS)	0.0	$251k	-3%	717.00	350.07	View chart
Airbnb Com Cl A (ABNB)	0.0	$249k	-12%	1.7k	143.10	View chart
Old Dominion Freight Line (ODFL)	0.0	$248k		1.1k	216.64	View chart
Monster Beverage Corp (MNST)	0.0	$245k	NEW	2.5k	96.12	View chart
Te Connectivity Ord Shs (TEL)	0.0	$245k		1.2k	201.56	View chart
Ge Aerospace Com New (GE)	0.0	$240k	-18%	643.00	373.78	View chart
Moelis & Co Cl A (MC)	0.0	$239k	-6%	3.6k	65.42	View chart
UnitedHealth (UNH)	0.0	$238k	-64%	573.00	415.79	View chart
ConocoPhillips (COP)	0.0	$235k		2.3k	103.94	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.0	$231k	-63%	8.7k	26.52	View chart
Tortoise Capital Series Trus North Amrcn Pipe (TPYP)	0.0	$231k		5.5k	41.93	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$231k	+417%	2.7k	86.15	View chart
Novartis Sponsored Adr (NVS)	0.0	$230k	+9%	1.5k	156.72	View chart
Selective Insurance (SIGI)	0.0	$229k	NEW	2.4k	97.02	View chart
Ingredion Incorporated (INGR)	0.0	$228k	-3%	2.4k	94.71	View chart
Lamar Advertising Cl A (LAMR)	0.0	$227k	NEW	1.5k	155.96	View chart
Cava Group Ord (CAVA)	0.0	$225k	NEW	2.9k	78.48	View chart
Atlantic Union B (AUB)	0.0	$223k	NEW	5.3k	42.31	View chart
Seacoast Bkg Corp Fla Com New (SBCF)	0.0	$223k	NEW	6.7k	33.25	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$222k	NEW	2.9k	75.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.0	$220k	-94%	1.0k	212.87	View chart
Chipotle Mexican Grill (CMG)	0.0	$215k		6.3k	34.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GSEP)	0.0	$215k	NEW	5.2k	40.96	View chart
Reinsurance Group Amer Com New (RGA)	0.0	$214k		1.0k	212.67	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.0	$214k	-68%	585.00	365.46	View chart
Alcoa (AA)	0.0	$213k	NEW	4.1k	52.14	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.0	$213k	NEW	622.00	342.83	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.0	$213k	-3%	2.3k	92.19	View chart
Arch Cap Group Ord (ACGL)	0.0	$213k		2.2k	97.06	View chart
Aaon Com Par $0.004 (AAON)	0.0	$213k	NEW	1.7k	126.87	View chart
Global X Fds Global X Copper (COPX)	0.0	$210k		2.7k	76.96	View chart
Ishares Gold Tr Ishares New (IAU)	0.0	$210k		2.8k	75.51	View chart
American Centy Etf Tr Ava Mid Equ Etf (AVMC)	0.0	$210k	NEW	2.6k	80.25	View chart
Dimensional Etf Trust Us Larg Vect Etf (DFVX)	0.0	$208k	NEW	2.5k	82.24	View chart
AmerisourceBergen (COR)	0.0	$208k	-50%	733.00	283.15	View chart
Intuit (INTU)	0.0	$204k	-55%	782.00	260.92	View chart
Permian Resources Corp Class A Com (PR)	0.0	$196k	-2%	11k	18.41	View chart
PG&E Corporation (PCG)	0.0	$194k	+2%	12k	16.82	View chart
Standard Lithium Corp equities (SLI)	0.0	$155k		57k	2.75	View chart
Trulieve Cannabis Corp Sub Vtg Shs	0.0	$151k	NEW	15k	9.83	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$143k		29k	4.99	View chart
Highpeak Energy (HPK)	0.0	$98k	NEW	14k	6.99	View chart
Petco Health & Wellness Co I Cl A Com (WOOF)	0.0	$95k		35k	2.72	View chart
Momentus Com Cl A (MNTS)	0.0	$67k	NEW	10k	6.72	View chart
Lithium Amers Corp Com Shs (LAC)	0.0	$43k	NEW	11k	3.85	View chart
Plug Pwr Com New (PLUG)	0.0	$41k	+50%	15k	2.71	View chart
Evgo Cl A Com (EVGO)	0.0	$27k		14k	1.91	View chart

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 2026 Q2 filed Aug. 12, 2026
Legacy Capital Wealth Partners 2026 Q1 filed May 15, 2026
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

View all past filings

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