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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 8 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CWB SPDR SERIES TRUST 7,981.0 $722K 0.16% NEW $90.50 +16.7%
142 COF CAPITAL ONE FINL CORP Financial Services 3,390.0 $721K 0.16% NEW $212.60 -11.7%
143 PH PARKER-HANNIFIN CORP Industrials 935.0 $709K 0.15% NEW $758.27 +14.3%
144 CB CHUBB LIMITED Financial Services 2,505.0 $707K 0.15% NEW $282.27 +16.2%
145 MCK MCKESSON CORP Healthcare 913.0 $705K 0.15% NEW $772.38 -0.8%
146 MBB ISHARES TR 7,384.0 $703K 0.15% NEW $95.15 -1.1%
147 BR BROADRIDGE FINL SOLUTIONS IN Technology 2,948.0 $702K 0.15% NEW $238.19 -36.8%
148 TPL TEXAS PACIFIC LAND CORPORATI Energy 740.0 $691K 0.15% NEW $933.64 -56.9%
149 LIN LINDE PLC Basic Materials 1,454.0 $691K 0.15% NEW $475.08 +8.9%
150 CENCORA INC 2,181.0 $682K 0.15% NEW $312.51
151 ASTRAZENECA PLC 8,787.0 $674K 0.15% NEW $76.72
152 AVLV AMERICAN CENTY ETF TR 9,309.0 $673K 0.15% NEW $72.26 +23.6%
153 KLAC KLA CORP Technology 621.0 $669K 0.15% NEW $1077.91 +75.2%
154 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,378.0 $668K 0.14% NEW $485.07 -7.6%
155 PYPL PAYPAL HLDGS INC Financial Services 9,874.0 $662K 0.14% NEW $67.06 -34.0%
156 DFAS DIMENSIONAL ETF TRUST 9,607.0 $658K 0.14% NEW $68.46 +13.3%
157 HOMB HOME BANCSHARES INC Financial Services 22,945.0 $649K 0.14% NEW $28.30 -6.0%
158 DFUS DIMENSIONAL ETF TRUST 8,959.0 $649K 0.14% NEW $72.44 +12.0%
159 ROST ROSS STORES INC Consumer Cyclical 4,248.0 $647K 0.14% NEW $152.41 +54.1%
160 ENB ENBRIDGE INC Energy 12,794.0 $646K 0.14% NEW $50.46 +15.0%
Page 8 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%