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Portfolio (Quarterly) Guide ↗

Legacy Capital Wealth Partners, LLC

· CIK 0001766228
13F Portfolio $460M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 378 New
Page 11 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PWR QUANTA SVCS INC Industrials 1,221.0 $506K 0.11% NEW $414.29 +74.6%
202 SCHW SCHWAB CHARLES CORP Financial Services 5,298.0 $506K 0.11% NEW $95.47 -5.6%
203 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,087.0 $501K 0.11% NEW $98.50 -13.4%
204 CDNS CADENCE DESIGN SYSTEM INC Technology 1,403.0 $493K 0.11% NEW $351.26 +6.4%
205 VNQ VANGUARD INDEX FDS 5,372.0 $491K 0.11% NEW $91.41 +5.9%
206 ABT ABBOTT LABS Healthcare 3,665.0 $491K 0.11% NEW $133.94 -34.7%
207 FIRST TR EXCHNG TRADED FD VI 15,015.0 $487K 0.11% NEW $32.43
208 UPS UNITED PARCEL SERVICE INC Industrials 5,825.0 $487K 0.11% NEW $83.53 +20.9%
209 PLD PROLOGIS INC. Real Estate 4,243.0 $486K 0.11% NEW $114.53 +27.4%
210 B BARRICK MNG CORP Basic Materials 14,802.0 $485K 0.10% NEW $32.77 +24.1%
211 BAC BANK AMERICA CORP Financial Services 9,325.0 $481K 0.10% NEW $51.59 +0.4%
212 BRO BROWN & BROWN INC Financial Services 5,077.0 $476K 0.10% NEW $93.79 -38.3%
213 CSCO CISCO SYS INC Technology 6,940.0 $475K 0.10% NEW $68.42 +76.0%
214 PAYX PAYCHEX INC Industrials 3,718.0 $471K 0.10% NEW $126.75 -23.5%
215 APH AMPHENOL CORP NEW Technology 3,748.0 $464K 0.10% NEW $123.76 +6.7%
216 XLE SELECT SECTOR SPDR TR 5,165.0 $461K 0.10% NEW $89.33 -33.4%
217 ETN EATON CORP PLC Industrials 1,227.0 $459K 0.10% NEW $374.35 +4.5%
218 XLU SELECT SECTOR SPDR TR 5,263.0 $459K 0.10% NEW $87.21 -48.0%
219 TMUS T-MOBILE US INC Communication Services 1,910.0 $457K 0.10% NEW $239.37 -20.0%
220 AMGN AMGEN INC Healthcare 1,617.0 $456K 0.10% NEW $282.20 +20.2%
Page 11 of 19  ·  378 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 23.0%
Financial Services 20.6%
Technology 13.7%
Consumer Cyclical 13.3%
Industrials 11.4%
Healthcare 5.4%
Energy 5.0%
Communication Services 4.2%
Real Estate 1.5%
Basic Materials 1.1%