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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 7 of 7  ·  127 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BUFS FIRST TR EXCHNG TRADED FD VI 12,721.0 $291K 0.06% +2K +21.9% $22.84 +7.3%
122 BN BROOKFIELD CORP Financial Services 6,325.0 $290K 0.06% +2K +49.7% $45.89 -1.1%
123 AOS SMITH A O CORP Industrials 3,976.0 $266K 0.06% +89.0 +2.3% $66.88 -14.4%
124 ABNB AIRBNB INC Consumer Cyclical 1,849.0 $251K 0.05% +18.0 +1.0% $135.72 -2.5%
125 DDEC FIRST TR EXCHNG TRADED FD VI 5,512.0 $249K 0.05% +495.0 +9.9% $45.09 +4.4%
126 MANAGED PORTFOLIO SERIES 9,521.0 $244K 0.05% +193.0 +2.1% $25.66
127 CDW CDW CORP Technology 1,721.0 $234K 0.05% +193.0 +12.6% $136.17 -18.6%
Page 7 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%