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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 8 of 8  ·  145 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AOS SMITH A O CORP Industrials 4,180.0 $262K 0.05% +204.0 +5.1% $62.72 -0.0%
142 MC MOELIS & CO Financial Services 3,647.0 $239K 0.05% +474.0 +14.9% $65.42 +4.7%
143 VUG VANGUARD INDEX FDS 2,678.0 $231K 0.04% +2K +325.8% $86.15 +0.9%
144 PCG PG&E CORP Utilities 11,551.0 $194K 0.04% +960.0 +9.1% $16.82 +7.7%
145 PLUG PLUG PWR INC Industrials 15,000.0 $41K 0.01% +5K +50.0% $2.71 -19.9%
Page 8 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%