Legacy Capital Wealth Partners, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Legacy Capital Wealth Partners, LLC 13F Holdings
CIK 0001766228 · LITTLE ROCK, AR
As of Sep 30, 2025, Legacy Capital Wealth Partners, LLC reported
378 positions worth $400.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| WALMART INC | WMT | Consumer Defensive | 529,223 | $54.5M | 13.60% |
| HUNT J B TRANSPORT SERVICES INC | JBHT | Industrials | 119,383 |
|
6.0M4.00% |
| TESLA INC | TSLA | Consumer Cyclical | 28,875 |
2.8M | 3.20% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 156,653 |
0.0M | 2.50% |
| ISHARES CORE S&P 500 ETF | IVV | — | 13,163 | $8.8M | 2.20% |
| FT VEST US EQUITY BUFFER ETF - JUNE | FJUN | — | 151,428 | $8.5M | 2.11% |
| STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETF | BIL | — | 92,092 | $8.4M | 2.11% |
| GAP INC | GAP | Consumer Cyclical | 382,356 | $8.2M | 2.04% |
| INVESCO BUYBACK ACHIEVERS ETF | PKW | — | 64,552 | $7.8M | 1.94% |
| INVESCO S&P 500 REVENUE ETF | RWL | — | 75,347 | $7.7M | 1.92% |
| VANGUARD 500 INDEX FUND | VOO | — | 11,950 | $7.3M | 1.83% |
| SPDR S&P 500 ETF TRUST | SPY | — | 61,969 | $7.2M | 1.79% |
| NVIDIA CORP | NVDA | Technology | 38,149 | $7.1M | 1.78% |
| FT VEST US EQUITY BUFFER ETF - AUGUST | FAUG | — | 120,037 | $6.2M | 1.55% |
| APPLE INC | AAPL | Technology | 24,210 | $6.2M | 1.54% |
| EOG RESOURCES INC | EOG | Energy | 53,105 | $6.0M | 1.49% |
| MICROSOFT CORP | MSFT | Technology | 9,554 | $4.9M | 1.23% |
| FT VEST INTERNATIONAL EQUITY MODERATE BUFFER ETF - MARCH | YMAR | — | 164,757 | $4.3M | 1.06% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 40,963 | $4.1M | 1.03% |
| AMAZON.COM INC | AMZN | Equity | 17,900 | $3.9M | 0.98% |
| NEOS S&P 500(R) HIGH INCOME ETF | SPYI | — | 71,934 | $3.8M | 0.94% |
| JANUS HENDERSON AAA CLO ETF | JAAA | — | 73,404 | $3.7M | 0.93% |
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 86,899 | $3.4M | 0.84% |
| DIMENSIONAL US CORE EQUITY MARKET ETF | DFAU | — | 73,233 | $3.4M | 0.84% |
| BANK OF THE OZARKS INC | OZK | Financial Services | 61,838 | $3.2M | 0.79% |