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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 11 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 PYPL PAYPAL HLDGS INC Financial Services 11,355.0 $490K 0.09% +3K +36.0% $43.18 +43.7%
202 SNY SANOFI SA Healthcare 11,251.0 $480K 0.09% -1K -8.9% $42.66 +7.6%
203 SHEL SHELL PLC Energy 6,047.0 $469K 0.09% -91.0 -1.5% $77.55 +19.1%
204 NKE NIKE INC Consumer Cyclical 11,387.0 $467K 0.09% NEW $41.05 -3.4%
205 FANG DIAMONDBACK ENERGY INC Energy 2,634.0 $463K 0.09% -110.0 -4.0% $175.78 +15.3%
206 IWM ISHARES TR 1,531.0 $460K 0.09% $300.47 -0.5%
207 WBD WARNER BROS DISCOVERY INC Communication Services 17,199.0 $459K 0.09% NEW $26.66 +7.9%
208 AGG ISHARES TR 4,632.0 $458K 0.09% +430.0 +10.2% $98.98 -1.1%
209 PAYX PAYCHEX INC Industrials 4,580.0 $450K 0.09% +1K +36.5% $98.33 +27.3%
210 TFC TRUIST FINL CORP Financial Services 9,031.0 $450K 0.09% -9K -48.6% $49.82 +1.0%
211 BR BROADRIDGE FINL SOLUTIONS IN Technology 3,274.0 $448K 0.09% +361.0 +12.4% $136.96 +35.0%
212 OTIS OTIS WORLDWIDE CORP Industrials 6,247.0 $447K 0.09% NEW $71.60 +0.6%
213 PSA PUBLIC STORAGE Real Estate 1,400.0 $446K 0.09% +164.0 +13.3% $318.31 +1.4%
214 FIRST TR EXCHNG TRADED FD VI 13,210.0 $445K 0.09% $33.71
215 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,530.0 $445K 0.09% -844.0 -35.5% $290.59 -9.9%
216 JLL JONES LANG LASALLE INC Real Estate 1,425.0 $442K 0.09% -46.0 -3.1% $309.95 +24.2%
217 BUFS FIRST TR EXCHNG TRADED FD VI 17,579.0 $441K 0.09% +5K +38.2% $25.09 +1.0%
218 DFAR DIMENSIONAL ETF TRUST 16,848.0 $441K 0.09% -11K -38.8% $26.16 +2.1%
219 CLX CLOROX CO DEL Consumer Defensive 4,601.0 $439K 0.08% NEW $95.44 +11.3%
220 ESGV VANGUARD WORLD FD 3,320.0 $439K 0.08% $132.24 +2.5%
Page 11 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%