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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 13 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PULS PGIM ETF TR 8,110.0 $402K 0.08% $49.55 +0.3%
242 SMCI SUPER MICRO COMPUTER INC Technology 13,694.0 $402K 0.08% NEW $29.33 +19.9%
243 FEOE RBB FUND TRUST 7,469.0 $399K 0.08% NEW $53.40 +6.0%
244 JHMB JOHN HANCOCK EXCHANGE TRADED 18,113.0 $397K 0.08% $21.95 -1.2%
245 ONTO ONTO INNOVATION INC Technology 1,042.0 $394K 0.08% NEW $378.45 -25.2%
246 WM WASTE MGMT INC DEL Industrials 1,761.0 $393K 0.07% -99.0 -5.3% $222.89 +1.6%
247 NPO ENPRO INC Industrials 1,040.0 $392K 0.07% +7.0 +0.7% $376.83 -19.2%
248 AGNC AGNC INVT CORP Real Estate 35,875.0 $391K 0.07% -915.0 -2.5% $10.90 +0.7%
249 PSX PHILLIPS 66 Energy 2,305.0 $390K 0.07% -268.0 -10.4% $169.08 +43.1%
250 BLK BLACKROCK INC Financial Services 403.0 $388K 0.07% -43.0 -9.6% $961.98 +21.9%
251 DNOV FIRST TR EXCHNG TRADED FD VI 7,539.0 $387K 0.07% $51.35 +1.8%
252 MANAGED PORTFOLIO SER 14,935.0 $386K 0.07% +5K +56.9% $25.82
253 LFUS LITTELFUSE INC Technology 844.0 $384K 0.07% -59.0 -6.5% $455.40 -11.4%
254 FLRN SPDR SERIES TRUST 12,455.0 $384K 0.07% -5K -29.1% $30.85 -0.1%
255 CMCSA COMCAST CORP NEW Communication Services 15,626.0 $384K 0.07% +7K +75.9% $24.55 +10.1%
256 SCHW SCHWAB CHARLES CORP Financial Services 4,089.0 $377K 0.07% -1K -23.1% $92.27 +23.2%
257 BDX BECTON DICKINSON & CO Healthcare 2,493.0 $377K 0.07% -49.0 -1.9% $151.32 +26.0%
258 NEM NEWMONT CORP Basic Materials 4,021.0 $376K 0.07% +74.0 +1.9% $93.40 +41.2%
259 FAPR FIRST TR EXCHNG TRADED FD VI 8,026.0 $375K 0.07% NEW $46.74 +1.8%
260 SBUX STARBUCKS CORP Consumer Cyclical 3,649.0 $373K 0.07% +283.0 +8.4% $102.19 +5.2%
Page 13 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%