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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 12 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XLB SELECT SECTOR SPDR TR 9,947.0 $451K 0.10% +6K +132.5% $45.35 +10.9%
222 SHEL SHELL PLC Energy 6,138.0 $451K 0.10% +379.0 +6.6% $73.49 +16.6%
223 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,989.0 $450K 0.10% -402.0 -4.3% $50.01 -36.8%
224 FAST FASTENAL CO Industrials 11,109.0 $446K 0.10% -98.0 -0.9% $40.13 +9.5%
225 ABT ABBOTT LABS Healthcare 3,514.0 $440K 0.09% -151.0 -4.1% $125.29 -30.2%
226 SYY SYSCO CORP Consumer Defensive 5,921.0 $436K 0.09% -351.0 -5.6% $73.69 +3.5%
227 FIRST TR EXCHNG TRADED FD VI 13,210.0 $434K 0.09% $32.85
228 ISTB ISHARES TR 8,867.0 $432K 0.09% $48.75 -1.1%
229 TMUS T-MOBILE US INC Communication Services 2,115.0 $429K 0.09% +205.0 +10.7% $203.06 -5.7%
230 SPIB SPDR SERIES TRUST 12,614.0 $426K 0.09% $33.81 -1.4%
231 TT TRANE TECHNOLOGIES PLC Industrials 1,087.0 $423K 0.09% +24.0 +2.3% $389.20 +15.9%
232 AGG ISHARES TR 4,202.0 $420K 0.09% +451.0 +12.0% $99.88 -1.4%
233 BRO BROWN & BROWN INC Financial Services 5,202.0 $415K 0.09% +125.0 +2.5% $79.70 -27.5%
234 DFNM DIMENSIONAL ETF TRUST 8,586.0 $414K 0.09% $48.17 -0.5%
235 FANG DIAMONDBACK ENERGY INC Energy 2,744.0 $413K 0.09% $150.33 +33.5%
236 AMP AMERIPRISE FINL INC Financial Services 839.0 $412K 0.09% -71.0 -7.8% $490.49 -7.8%
237 HEICO CORP NEW 1,621.0 $409K 0.09% $252.43
238 WM WASTE MGMT INC DEL Industrials 1,860.0 $409K 0.09% -100.0 -5.1% $219.73 -0.8%
239 PULS PGIM ETF TR 8,110.0 $402K 0.09% $49.59 +0.2%
240 ESGV VANGUARD WORLD FD 3,320.0 $402K 0.09% $120.96 +8.7%
Page 12 of 19  ·  376 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%