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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 4 of 4  ·  71 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AA ALCOA CORP Basic Materials 4,092.0 $213K 0.04% NEW $52.14 -5.3%
62 MTUM ISHARES TR 622.0 $213K 0.04% NEW $342.83 -12.3%
63 ACGL ARCH CAP GROUP LTD Financial Services 2,193.0 $213K 0.04% NEW $97.06 +4.2%
64 AAON AAON INC Industrials 1,676.0 $213K 0.04% NEW $126.87 -40.0%
65 COPX GLOBAL X FDS 2,733.0 $210K 0.04% NEW $76.96 +22.8%
66 AVMC AMERICAN CENTY ETF TR 2,610.0 $209K 0.04% NEW $80.25 +0.9%
67 DFVX DIMENSIONAL ETF TRUST 2,531.0 $208K 0.04% NEW $82.24 +4.2%
68 TRULIEVE CANNABIS CORP 15,365.0 $151K 0.03% NEW $9.83
69 HPK HIGHPEAK ENERGY INC Energy 14,075.0 $98K 0.02% NEW $6.99 +16.3%
70 MNTS MOMENTUS INC Industrials 10,000.0 $67K 0.01% NEW $6.72 -38.1%
71 LITHIUM AMERS CORP NEW 11,223.0 $43K 0.01% NEW $3.85
Page 4 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%