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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 7 of 7  ·  125 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CENCORA INC 733.0 $208K 0.04% -1K -65.1% $283.15
122 INTU INTUIT Technology 782.0 $204K 0.04% -636.0 -44.9% $260.92 +41.8%
123 PR PERMIAN RESOURCES CORP Energy 10,639.0 $196K 0.04% -1K -10.9% $18.41 +28.7%
124 SLI STANDARD LITHIUM CORP Basic Materials 56,472.0 $155K 0.03% -2K -3.2% $2.75 -11.6%
125 EVGO EVGO INC Consumer Cyclical 14,127.0 $27K 0.01% -373.0 -2.6% $1.91 -22.5%
Page 7 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%