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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 1 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DHI D R HORTON INC Consumer Cyclical 100,839.0 $16.4M 3.15% NEW $162.88 -8.5%
2 WCMI FIRST TR EXCHANGE-TRADED FD 90,588.0 $1.8M 0.34% NEW $19.57 +0.4%
3 RISR TIDAL TRUST I 46,372.0 $1.7M 0.32% NEW $36.20 +1.7%
4 RDVI FIRST TR EXCHANGE-TRADED FD 55,544.0 $1.6M 0.31% NEW $29.40 -0.2%
5 GPIX GOLDMAN SACHS ETF TR 28,356.0 $1.6M 0.30% NEW $55.57 +0.7%
6 IBIT ISHARES BITCOIN TRUST ETF Financial Services 33,781.0 $1.1M 0.22% NEW $33.29 +34.1%
7 IWV ISHARES TR 2,060.0 $878K 0.17% NEW $426.40 +2.0%
8 GRID FIRST TR EXCHANGE-TRADED FD 4,109.0 $788K 0.15% NEW $191.75 -7.1%
9 BX BLACKSTONE INC Financial Services 6,498.0 $765K 0.15% NEW $117.67 +22.1%
10 EJAN INNOVATOR ETFS TRUST 20,884.0 $752K 0.14% NEW $36.00 +1.9%
11 ACYN FIRST TR EXCHANGE-TRADED FD 33,227.0 $691K 0.13% NEW $20.79 -0.3%
12 DVN DEVON ENERGY CORP NEW Energy 16,308.0 $674K 0.13% NEW $41.32 +16.7%
13 AZN ASTRAZENECA PLC Healthcare 3,478.0 $659K 0.13% NEW $189.62 -12.1%
14 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 669.0 $646K 0.12% NEW $965.00 -17.7%
15 FEGE RBB FUND TRUST 11,127.0 $544K 0.10% NEW $48.92 +9.3%
16 MPWR MONOLITHIC PWR SYS INC Technology 386.0 $534K 0.10% NEW $1382.36 -7.0%
17 IEMG ISHARES INC 6,099.0 $505K 0.10% NEW $82.84 -2.8%
18 NKE NIKE INC Consumer Cyclical 11,387.0 $467K 0.09% NEW $41.05 -0.7%
19 WBD WARNER BROS DISCOVERY INC Communication Services 17,199.0 $459K 0.09% NEW $26.66 +7.7%
20 OTIS OTIS WORLDWIDE CORP Industrials 6,247.0 $447K 0.09% NEW $71.60 +0.8%
Page 1 of 4  ·  71 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%