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Portfolio (Quarterly) Guide ↗

Legacy Capital Wealth Partners, LLC

· CIK 0001766228
13F Portfolio $466M AUM 376 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 127 Added 165 Reduced 27 Exited
Page 1 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SPY SPDR S&P 500 ETF TR Financial Services 65,862.0 $9.8M 2.10% +4K +6.3% $148.73 +401.3%
2 AAPL APPLE INC Technology 24,491.0 $6.7M 1.43% +281.0 +1.2% $271.86 +13.6%
3 JAAA JANUS DETROIT STR TR 83,344.0 $4.2M 0.91% +10K +13.5% $50.58 +0.2%
4 SPYI NEOS ETF TRUST 76,078.0 $4.0M 0.86% +4K +5.8% $52.53 +1.6%
5 GLDM WORLD GOLD TR Financial Services 38,950.0 $3.3M 0.71% +3K +6.9% $85.37 +4.5%
6 GOOGL ALPHABET INC Communication Services 10,377.0 $3.2M 0.70% +257.0 +2.5% $313.00 +22.4%
7 META META PLATFORMS INC Communication Services 4,193.0 $2.8M 0.59% +182.0 +4.5% $660.10 -7.5%
8 GMO ETF TRUST 96,504.0 $2.7M 0.57% +6K +6.8% $27.49
9 ACIO ETF SER SOLUTIONS 53,688.0 $2.3M 0.50% +271.0 +0.5% $43.70 +6.4%
10 JEPI J P MORGAN EXCHANGE TRADED F 40,850.0 $2.3M 0.50% +3K +8.7% $57.24 -1.6%
11 PFF ISHARES TR 71,190.0 $2.2M 0.47% +5K +7.8% $30.96 +0.9%
12 AVUV AMERICAN CENTY ETF TR 19,618.0 $2.0M 0.43% +1K +6.4% $101.98 +17.7%
13 MLPX GLOBAL X FDS 30,718.0 $1.9M 0.40% +789.0 +2.6% $60.53 +27.8%
14 FIRST TR EXCH TRADED FD III 25,120.0 $1.8M 0.38% +9K +54.5% $70.99
15 PM PHILIP MORRIS INTL INC Consumer Defensive 10,957.0 $1.8M 0.38% +153.0 +1.4% $160.39 +17.8%
16 EFA ISHARES TR 18,242.0 $1.8M 0.38% +191.0 +1.1% $96.03 +8.3%
17 DFAI DIMENSIONAL ETF TRUST 44,456.0 $1.7M 0.36% +9K +26.0% $38.11 +9.0%
18 HTGC HERCULES CAPITAL INC Financial Services 89,597.0 $1.7M 0.36% +8K +9.7% $18.82 -18.5%
19 MAIN MAIN STR CAP CORP Financial Services 27,586.0 $1.7M 0.36% +2K +7.6% $60.39 -17.8%
20 GBDC GOLUB CAP BDC INC Financial Services 117,221.0 $1.6M 0.34% +11K +10.3% $13.57 -5.0%
Page 1 of 7  ·  127 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 22.9%
Financial Services 20.8%
Industrials 13.6%
Technology 13.1%
Consumer Cyclical 12.3%
Healthcare 5.2%
Energy 4.5%
Communication Services 4.2%
Real Estate 1.5%
Basic Materials 1.3%