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Portfolio (Quarterly) Guide ↗

Legacy Capital Wealth Partners, LLC

· CIK 0001766228
13F Portfolio $521M AUM 377 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 71 New 145 Added 125 Reduced 70 Exited
Page 6 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 DFIS DIMENSIONAL ETF TRUST 15,623.0 $547K 0.10% +1K +8.8% $35.03 +6.9%
102 CVS CVS HEALTH CORP Healthcare 5,215.0 $539K 0.10% +673.0 +14.8% $103.45 -9.0%
103 J P MORGAN EXCHANGE TRADED F 10,550.0 $534K 0.10% +250.0 +2.4% $50.57
104 NOW SERVICENOW INC Technology 5,355.0 $532K 0.10% +1K +31.4% $99.28 +29.0%
105 MCO MOODYS CORP Financial Services 1,167.0 $529K 0.10% +15.0 +1.3% $452.92 +12.9%
106 TGT TARGET CORP Consumer Defensive 4,015.0 $524K 0.10% +785.0 +24.3% $130.62 +30.1%
107 BAX BAXTER INTL INC Healthcare 24,309.0 $518K 0.10% +9K +60.5% $21.32 +24.2%
108 NEE NEXTERA ENERGY INC Utilities 5,767.0 $506K 0.10% +82.0 +1.4% $87.77 -4.2%
109 PLD PROLOGIS INC. Real Estate 3,694.0 $500K 0.10% +51.0 +1.4% $135.48 +5.8%
110 PYPL PAYPAL HLDGS INC Financial Services 11,355.0 $490K 0.09% +3K +36.0% $43.18 +42.8%
111 AGG ISHARES TR 4,632.0 $458K 0.09% +430.0 +10.2% $98.98 -1.4%
112 PAYX PAYCHEX INC Industrials 4,580.0 $450K 0.09% +1K +36.5% $98.33 +28.2%
113 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,274.0 $448K 0.09% +361.0 +12.4% $136.96 +35.4%
114 PSA PUBLIC STORAGE Real Estate 1,400.0 $446K 0.09% +164.0 +13.3% $318.31 +2.1%
115 BUFS FIRST TR EXCHNG TRADED FD VI 17,579.0 $441K 0.09% +5K +38.2% $25.09 +0.9%
116 WEC WEC ENERGY GROUP INC Utilities 3,745.0 $437K 0.08% +707.0 +23.3% $116.78 -7.9%
117 MS MORGAN STANLEY Financial Services 2,078.0 $434K 0.08% +274.0 +15.2% $209.08 +2.4%
118 MKL MARKEL GROUP INC Financial Services 220.0 $430K 0.08% +2.0 +0.9% $1953.01 -6.9%
119 AMT AMERICAN TOWER CORP Real Estate 2,606.0 $426K 0.08% +927.0 +55.2% $163.59 +9.0%
120 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,859.0 $416K 0.08% +483.0 +35.1% $223.97 +26.4%
Page 6 of 8  ·  145 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 21.2%
Technology 17.3%
Financial Services 16.7%
Industrials 15.7%
Consumer Cyclical 13.8%
Healthcare 4.2%
Energy 4.1%
Communication Services 4.0%
Real Estate 1.3%
Basic Materials 1.2%