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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 3 of 9  ·  165 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWD ISHARES TR 4,288.0 $902K 0.19% -1K -22.5% $210.34 +12.4%
42 SMTH ALPS ETF TR 33,627.0 $877K 0.19% -1K -3.6% $26.07 -1.8%
43 TFC TRUIST FINL CORP Financial Services 17,567.0 $864K 0.19% -115.0 -0.7% $49.21 -1.7%
44 WFC WELLS FARGO CO NEW Financial Services 8,756.0 $816K 0.17% -76.0 -0.9% $93.20 -18.0%
45 SNPS SYNOPSYS INC Technology 1,725.0 $810K 0.17% -151.0 -8.1% $469.72 +11.7%
46 PNC PNC FINL SVCS GROUP INC Financial Services 3,822.0 $798K 0.17% -43.0 -1.1% $208.75 +5.0%
47 QQQ INVESCO QQQ TR Financial Services 1,262.0 $775K 0.17% -20.0 -1.6% $614.21 +16.8%
48 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,327.0 $769K 0.17% -51.0 -3.7% $579.52 -22.6%
49 COF CAPITAL ONE FINL CORP Financial Services 3,145.0 $762K 0.16% -245.0 -7.2% $242.36 -22.5%
50 TRV TRAVELERS COMPANIES INC Financial Services 2,625.0 $761K 0.16% -295.0 -10.1% $290.06 +5.7%
51 VFLO VICTORY PORTFOLIOS II 19,069.0 $751K 0.16% -1K -6.4% $39.38 +12.2%
52 ASTRAZENECA PLC 7,992.0 $735K 0.16% -795.0 -9.1% $91.94
53 LMT LOCKHEED MARTIN CORP Industrials 1,519.0 $735K 0.16% -41.0 -2.6% $483.59 +10.3%
54 KO COCA COLA CO Consumer Defensive 10,394.0 $727K 0.16% -584.0 -5.3% $69.91 +16.6%
55 DIS DISNEY WALT CO Communication Services 6,358.0 $723K 0.15% -316.0 -4.7% $113.76 -9.5%
56 ROST ROSS STORES INC Consumer Cyclical 3,968.0 $715K 0.15% -280.0 -6.6% $180.16 +30.3%
57 CENCORA INC 2,102.0 $710K 0.15% -79.0 -3.6% $337.79
58 LHX L3HARRIS TECHNOLOGIES INC Industrials 2,374.0 $697K 0.15% -134.0 -5.3% $293.52 +6.3%
59 HSY HERSHEY CO Consumer Defensive 3,799.0 $691K 0.15% -73.0 -1.9% $181.96 +7.0%
60 KNGZ FIRST TR EXCHANGE TRADED FD 19,032.0 $682K 0.15% -2K -7.3% $35.81 +13.0%
Page 3 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%