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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 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FANG DIAMONDBACK ENERGY INC Energy 2,634.0 $463K 0.09% -110.0 -4.0% $175.78 +17.0%
62 TFC TRUIST FINL CORP Financial Services 9,031.0 $450K 0.09% -9K -48.6% $49.82 +2.0%
63 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,530.0 $445K 0.09% -844.0 -35.5% $290.59 -9.6%
64 JLL JONES LANG LASALLE INC Real Estate 1,425.0 $442K 0.09% -46.0 -3.1% $309.95 +24.9%
65 DFAR DIMENSIONAL ETF TRUST 16,848.0 $441K 0.09% -11K -38.8% $26.16 +1.9%
66 GL GLOBE LIFE INC Financial Services 2,430.0 $434K 0.08% -193.0 -7.4% $178.68 -3.1%
67 FIRST TR EXCHNG TRADED FD VI 12,615.0 $427K 0.08% -2K -16.0% $33.84
68 APP APPLOVIN CORP Technology 825.0 $425K 0.08% -161.0 -16.3% $515.23 -42.0%
69 SPGI S&P GLOBAL INC Financial Services 1,019.0 $415K 0.08% -206.0 -16.8% $407.12 +7.0%
70 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 4,090.0 $409K 0.08% -147.0 -3.5% $100.07 +10.0%
71 DG DOLLAR GEN CORP Consumer Defensive 3,526.0 $406K 0.08% -483.0 -12.1% $115.11 +8.9%
72 DFNM DIMENSIONAL ETF TRUST 8,379.0 $405K 0.08% -207.0 -2.4% $48.34 -1.6%
73 WM WASTE MGMT INC DEL Industrials 1,761.0 $393K 0.07% -99.0 -5.3% $222.89 +1.6%
74 AGNC AGNC INVT CORP Real Estate 35,875.0 $391K 0.07% -915.0 -2.5% $10.90 +0.7%
75 PSX PHILLIPS 66 Energy 2,305.0 $390K 0.07% -268.0 -10.4% $169.08 +43.1%
76 BLK BLACKROCK INC Financial Services 403.0 $388K 0.07% -43.0 -9.6% $961.98 +21.9%
77 LFUS LITTELFUSE INC Technology 844.0 $384K 0.07% -59.0 -6.5% $455.40 -11.4%
78 FLRN SPDR SERIES TRUST 12,455.0 $384K 0.07% -5K -29.1% $30.85 -0.1%
79 SCHW SCHWAB CHARLES CORP Financial Services 4,089.0 $377K 0.07% -1K -23.1% $92.27 +23.2%
80 BDX BECTON DICKINSON & CO Healthcare 2,493.0 $377K 0.07% -49.0 -1.9% $151.32 +26.0%
Page 4 of 7  ·  125 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%