13FBOX
Legacy Capital Wealth Partners, LLC · 13F Holdings
Options Calculator Rankings

Legacy Capital Wealth Partners, LLC

No.4074 Data as of 2026Q2
Latest AUM (Q2 2026)
$532.1M
QoQ Change Q1 2026
+$46.7M+9.6%
Holdings
377
New Buys
43
Adds
167
Reduces
138
Exits
51
Unchanged
29
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
WALMART INCWMT
11.44%12.58%$60.9M537,285$61.0M491,110+46,175+9.40%Add
HUNT J B TRANS SVCS INCJBHT
6.37%4.63%$33.9M117,156$22.5M106,094+11,062+10.43%Add
D R HORTON INCDHI
3.09%3.06%$16.4M100,839$14.9M108,370-7,531-6.95%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
2.63%1.88%$14.0M18,748$9.1M73,593-54,845-74.52%Reduce
FFIRST TR EXCHANGE TRADED FDRDVY
2.34%2.17%$12.5M161,249$10.6M162,100-851-0.52%Reduce
TESLA INCTSLA
1.87%1.99%$10.0M23,711$9.7M26,011-2,300-8.84%Reduce
IINVESCO S&PRWL
1.76%1.72%$9.3M79,115$8.4M78,707+408+0.52%Add
FIRST INDL RLTY TR INCFR
1.7%1.72%$9.0M150,577$8.3M147,530+3,047+2.07%Add
IISHARES TRIVV
1.69%1.63%$9.0M11,979$7.9M12,106-127-1.05%Reduce
NVIDIA CORPORATIONNVDA
1.56%1.42%$8.3M41,381$6.9M39,489+1,892+4.79%Add
IINVESCO BUYBACK ACHIEVERS ETFPKW
1.4%1.43%$7.5M58,527$7.0M58,758-231-0.39%Reduce
APPLE INCAAPL
1.39%1.31%$7.4M25,540$6.4M25,143+397+1.58%Add
VVANGUARD INDEX FDSVOO
1.35%1.37%$7.2M10,497$6.7M11,151-654-5.86%Reduce
NNEOS ETF TRUSTSPYI
1.26%$6.7M125,918$00+125,918New Buy
FFIRST TR EXCHNG TRADED FD VIFAUG
1.25%1.23%$6.7M118,084$6.0M115,300+2,784+2.41%Add
INTEL CORPINTC
1.17%0.45%$6.2M44,441$2.2M49,296-4,855-9.85%Reduce
GGAP INCGAP
1.07%1.51%$5.7M303,904$7.3M303,581+323+0.11%Add
EOG RES INCEOG
0.98%1.19%$5.2M40,266$5.8M40,083+183+0.46%Add
ALPHABET INCGOOGL
0.92%0.67%$4.9M13,640$3.3M11,304+2,336+20.67%Add
JJANUS HENDERSONJAAA
0.88%0.87%$4.7M92,617$4.2M83,854+8,763+10.45%Add
FFIRST TR EXCHNG TRADED FD VIYMAR
0.86%0.88%$4.6M162,062$4.3M159,621+2,441+1.53%Add
MICROSOFT CORPMSFT
0.75%0.76%$4.0M10,696$3.7M9,954+742+7.45%Add
AMAZON COM INCAMZN
0.74%0.77%$4.0M16,629$3.7M17,977-1,348-7.50%Reduce
META PLATFORMS INCMETA
0.65%0.73%$3.5M6,187$3.6M6,213-26-0.42%Reduce
DDIMENSIONAL ETF TRUSTDFAC
0.62%0.6%$3.3M74,692$2.9M74,638+54+0.07%Add
BANK OZK LITTLE ROCK ARKOZK
0.61%0.58%$3.2M61,874$2.8M61,746+128+0.21%Add
LAM RESEARCH CORPLRCX
0.59%0.37%$3.2M7,300$1.8M8,439-1,139-13.50%Reduce
GGMO US QUALITY ETFGMOV
0.59%0.59%$3.1M105,231$2.9M102,653+2,578+2.51%Add
DDIMENSIONAL ETF TRUSTDFAU
0.58%0.61%$3.1M60,003$3.0M65,957-5,954-9.03%Reduce
WWORLD GOLD TRGLD
0.58%0.74%$3.1M39,047$3.6M38,898+149+0.38%Add
SYMBOTIC INC CLASS A COMSYM
0.54%0.58%$2.9M63,513$2.8M52,505+11,008+20.97%Add
PPIMCO ETF TRBILZ
0.51%0.56%$2.7M26,988$2.7M26,959+29+0.11%Add
TT. ROWE PRICE CAPITAL APPRECIATION EQUITY ETFTCAF
0.51%0.44%$2.7M66,255$2.1M60,010+6,245+10.41%Add
KLA CORPKLAC
0.5%0.25%$2.7M8,900$1.2M830+8,070+972.29%Add
DDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETFDFAX
0.5%0.5%$2.7M72,231$2.4M71,973+258+0.36%Add
IISHARES TRPFF
0.49%0.51%$2.6M85,513$2.5M80,928+4,585+5.67%Add
PPIMCO ETF TRMINT
0.48%0.41%$2.6M25,523$2.0M19,725+5,798+29.39%Add
DDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.46%0.49%$2.4M59,197$2.4M60,945-1,748-2.87%Reduce
AAVANTIS U SAVUV
0.45%0.43%$2.4M19,118$2.1M18,677+441+2.36%Add
BROADCOM INCAVGO
0.44%0.39%$2.4M6,267$1.9M6,121+146+2.39%Add
IISHARES TRAOK
0.43%0.45%$2.3M54,879$2.2M54,87900.00%Unchanged
MICRON TECHNOLOGY INCMU
0.43%0.13%$2.3M1,962$653,2291,934+28+1.45%Add
VISA INCV
0.41%0.39%$2.2M6,412$1.9M6,299+113+1.79%Add
BBROOKFIELD WEALTH SO A FCLASS ABNT
0.41%0.41%$2.2M47,172$2.0M46,909+263+0.56%Add
GGLOBAL X FDSMLPX
0.41%0.44%$2.2M29,452$2.1M29,030+422+1.45%Add
TAIWAN SEMICONDUCTOR MANUFACTSM
0.4%0.27%$2.1M4,476$1.3M3,823+653+17.08%Add
AAlphabet Inc Class CGOOG
0.39%0.34%$2.1M5,904$1.6M5,674+230+4.05%Add
IISHARES MSCI EAFE ETFEFA
0.39%0.35%$2.1M19,981$1.7M17,476+2,505+14.33%Add
APPLIED MATLS INCAMAT
0.38%0.24%$2.0M2,828$1.1M3,341-513-15.35%Reduce
JPMORGAN CHASE & COJPM
0.38%0.37%$2.0M6,160$1.8M6,175-15-0.24%Reduce

🧭 Institutional Sector Flow Heatmap

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