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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 10 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 KVUE KENVUE INC Consumer Defensive 29,287.0 $560K 0.11% $19.11 +1.2%
182 FVD FIRST TR EXCHANGE-TRADED FD 11,612.0 $559K 0.11% $48.16 +5.8%
183 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 6,425.0 $553K 0.11% +2K +57.7% $86.09 +16.4%
184 DFIS DIMENSIONAL ETF TRUST 15,623.0 $547K 0.10% +1K +8.8% $35.03 +7.9%
185 FEGE RBB FUND TRUST 11,127.0 $544K 0.10% NEW $48.92 +9.3%
186 AMGN AMGEN INC Healthcare 1,494.0 $541K 0.10% -52.0 -3.4% $362.00 +22.2%
187 CVS CVS HEALTH CORP Healthcare 5,215.0 $539K 0.10% +673.0 +14.8% $103.45 -10.2%
188 TOTALENERGIES SE 6,866.0 $534K 0.10% -2K -26.1% $77.76
189 MPWR MONOLITHIC PWR SYS INC Technology 386.0 $534K 0.10% NEW $1382.36 -5.7%
190 J P MORGAN EXCHANGE TRADED F 10,550.0 $534K 0.10% +250.0 +2.4% $50.57
191 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 1,818.0 $533K 0.10% -609.0 -25.1% $293.11 +3.7%
192 NOW SERVICENOW INC Technology 5,355.0 $532K 0.10% +1K +31.4% $99.28 +27.9%
193 MCO MOODYS CORP Financial Services 1,167.0 $529K 0.10% +15.0 +1.3% $452.92 +13.3%
194 TGT TARGET CORP Consumer Defensive 4,015.0 $524K 0.10% +785.0 +24.3% $130.62 +25.1%
195 BAX BAXTER INTL INC Healthcare 24,309.0 $518K 0.10% +9K +60.5% $21.32 +23.3%
196 NEE NEXTERA ENERGY INC Utilities 5,767.0 $506K 0.10% +82.0 +1.4% $87.77 -4.0%
197 IEMG ISHARES INC 6,099.0 $505K 0.10% NEW $82.84 -1.1%
198 LOW LOWES COS INC Consumer Cyclical 2,277.0 $502K 0.10% -1K -39.1% $220.52 -2.7%
199 FAST FASTENAL CO Industrials 10,439.0 $501K 0.10% -670.0 -6.0% $48.03 +4.8%
200 PLD PROLOGIS INC. Real Estate 3,694.0 $500K 0.10% +51.0 +1.4% $135.48 +5.8%
Page 10 of 19  ·  377 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%