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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 16 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SCHH SCHWAB STRATEGIC TR 14,689.0 $317K 0.07% NEW $21.57 +9.8%
302 TAFM AB ACTIVE ETFS INC 12,425.0 $316K 0.07% NEW $25.42 -0.6%
303 DFIP DIMENSIONAL ETF TRUST 7,445.0 $314K 0.07% NEW $42.23 -1.5%
304 MU MICRON TECHNOLOGY INC Technology 1,866.0 $312K 0.07% NEW $167.31 +348.9%
305 CARY ANGEL OAK FUNDS TRUST 14,805.0 $310K 0.07% NEW $20.91 -0.6%
306 JMBS JANUS DETROIT STR TR 6,724.0 $307K 0.07% NEW $45.67 -1.5%
307 MCHP MICROCHIP TECHNOLOGY INC. Technology 4,752.0 $305K 0.07% NEW $64.21 +45.5%
308 INGR INGREDION INC Consumer Defensive 2,498.0 $305K 0.07% NEW $122.11 -16.1%
309 MUB ISHARES TR 2,837.0 $302K 0.07% NEW $106.49 -0.3%
310 CME CME GROUP INC Financial Services 1,116.0 $302K 0.07% NEW $270.21 +7.8%
311 DUK DUKE ENERGY CORP NEW Utilities 2,424.0 $300K 0.07% NEW $123.73 +1.6%
312 MS MORGAN STANLEY Financial Services 1,881.0 $299K 0.07% NEW $158.94 +26.5%
313 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,543.0 $298K 0.07% NEW $193.35 +6.3%
314 CASY CASEYS GEN STORES INC Consumer Cyclical 525.0 $297K 0.07% NEW $565.63 +45.9%
315 VNLA JANUS DETROIT STR TR 5,950.0 $293K 0.06% NEW $49.29 -0.5%
316 BN BROOKFIELD CORP Financial Services 4,226.0 $290K 0.06% NEW $68.58 -33.8%
317 VTEB VANGUARD MUN BD FDS 5,768.0 $289K 0.06% NEW $50.07 -0.4%
318 STT STATE STR CORP Financial Services 2,485.0 $288K 0.06% NEW $116.00 +32.7%
319 NVO NOVO-NORDISK A S Healthcare 5,151.0 $286K 0.06% NEW $55.49 -19.0%
320 AOS SMITH A O CORP Industrials 3,887.0 $285K 0.06% NEW $73.41 -22.0%
Page 16 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%