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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 13 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 JHMB JOHN HANCOCK EXCHANGE TRADED 18,113.0 $401K 0.09% -368.0 -2.0% $22.16 -1.3%
242 DGX QUEST DIAGNOSTICS INC Healthcare 2,289.0 $397K 0.09% -28.0 -1.2% $173.51 +12.4%
243 AGNC AGNC INVT CORP Real Estate 36,790.0 $394K 0.09% +577.0 +1.6% $10.72 -4.8%
244 NEM NEWMONT CORP Basic Materials 3,947.0 $394K 0.09% $99.85 +7.8%
245 SHY ISHARES TR 4,745.0 $393K 0.08% -127.0 -2.6% $82.82 -0.8%
246 CME CME GROUP INC Financial Services 1,428.0 $390K 0.08% +312.0 +28.0% $273.12 +6.6%
247 SCHG SCHWAB STRATEGIC TR 11,926.0 $389K 0.08% +2K +18.4% $32.62 +5.4%
248 WRB BERKLEY W R CORP Financial Services 5,503.0 $386K 0.08% -140.0 -2.5% $70.12 -3.7%
249 VO VANGUARD INDEX FDS 7,035.0 $385K 0.08% $54.68 +42.8%
250 ENB ENBRIDGE INC Energy 8,039.0 $384K 0.08% -5K -37.2% $47.83 +21.3%
251 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 4,237.0 $384K 0.08% $90.70 +3.8%
252 CRM SALESFORCE INC Technology 1,443.0 $382K 0.08% -17.0 -1.2% $264.95 -32.0%
253 RKLB ROCKET LAB CORP Industrials 5,477.0 $382K 0.08% -11K -67.1% $69.76 +94.6%
254 APOS APOLLO GLOBAL MGMT INC Financial Services 2,630.0 $381K 0.08% -52.0 -1.9% $144.77 -81.9%
255 PAYX PAYCHEX INC Industrials 3,356.0 $377K 0.08% -362.0 -9.7% $112.19 -13.5%
256 IWM ISHARES TR 1,526.0 $376K 0.08% $246.17 +15.8%
257 FNF FIDELITY NATIONAL FINANCIAL Financial Services 6,800.0 $371K 0.08% -233.0 -3.3% $54.59 -11.0%
258 ROP ROPER TECHNOLOGIES INC Industrials 829.0 $369K 0.08% +7.0 +0.8% $445.08 -26.5%
259 DNOV FIRST TR EXCHNG TRADED FD VI 7,539.0 $368K 0.08% $48.84 +4.3%
260 GL GLOBE LIFE INC Financial Services 2,623.0 $367K 0.08% -24.0 -0.9% $139.86 +11.7%
Page 13 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%