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Portfolio (Quarterly) Guide ↗

Legacy Capital Wealth Partners, LLC

· CIK 0001766228
13F Portfolio $466M AUM 376 positions Filed Jan 16, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 25 New 127 Added 165 Reduced 27 Exited
Page 1 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WMT WALMART INC Consumer Defensive 522,881.0 $58.3M 12.50% -6K -1.2% $111.41 +8.0%
2 TSLA TESLA INC Consumer Cyclical 24,579.0 $11.1M 2.37% -4K -14.9% $449.72 -5.3%
3 RDVY FIRST TR EXCHANGE TRADED FD 150,627.0 $9.9M 2.13% -6K -3.9% $65.92 +14.1%
4 GAP GAP INC Consumer Cyclical 378,581.0 $9.7M 2.08% -4K -1.0% $25.60 -8.6%
5 IVV ISHARES TR 12,259.0 $8.4M 1.80% -904.0 -6.9% $684.94 +9.4%
6 FJUN FIRST TR EXCHNG TRADED FD VI 140,953.0 $8.0M 1.73% -10K -6.9% $57.06 +4.5%
7 RWL INVESCO EXCH TRADED FD TR II 72,517.0 $7.6M 1.64% -3K -3.8% $105.21 +20.1%
8 VOO VANGUARD INDEX FDS 11,493.0 $7.2M 1.55% -457.0 -3.8% $627.10 +9.3%
9 PKW INVESCO EXCHANGE TRADED FD T 58,755.0 $7.1M 1.52% -6K -9.0% $120.88 +12.8%
10 NVDA NVIDIA CORPORATION Technology 37,903.0 $7.1M 1.52% -246.0 -0.6% $186.50 +15.5%
11 FAUG FIRST TR EXCHNG TRADED FD VI 110,793.0 $5.9M 1.26% -9K -7.7% $52.95 +5.7%
12 YMAR FIRST TR EXCHNG TRADED FD VI 154,010.0 $4.1M 0.88% -11K -6.5% $26.57 +7.0%
13 AMZN AMAZON COM INC Consumer Cyclical 17,553.0 $4.1M 0.87% -347.0 -1.9% $230.82 +15.4%
14 BIL SPDR SERIES TRUST 42,259.0 $3.9M 0.83% -50K -54.1% $91.38 +0.2%
15 DFAC DIMENSIONAL ETF TRUST 86,010.0 $3.4M 0.73% -889.0 -1.0% $39.59 +10.1%
16 DFAU DIMENSIONAL ETF TRUST 69,992.0 $3.3M 0.70% -3K -4.4% $46.80 +9.5%
17 DFAX DIMENSIONAL ETF TRUST 78,481.0 $2.6M 0.55% -482.0 -0.6% $32.73 +13.4%
18 AOK ISHARES TR 54,879.0 $2.2M 0.47% -445.0 -0.8% $40.13 +2.6%
19 V VISA INC Financial Services 6,182.0 $2.2M 0.47% -71.0 -1.1% $350.71 -6.2%
20 MINT PIMCO ETF TR 20,652.0 $2.1M 0.45% -20K -49.6% $100.34 +0.3%
Page 1 of 9  ·  165 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 22.9%
Financial Services 20.8%
Industrials 13.6%
Technology 13.1%
Consumer Cyclical 12.3%
Healthcare 5.2%
Energy 4.5%
Communication Services 4.2%
Real Estate 1.5%
Basic Materials 1.3%