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Portfolio (Quarterly) Guide ↗

Legacy Capital Wealth Partners, LLC

· CIK 0001766228
13F Portfolio $460M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 378 New
Page 14 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 AGG ISHARES TR 3,751.0 $376K 0.08% NEW $100.25 -1.8%
262 CHE CHEMED CORP NEW Healthcare 839.0 $376K 0.08% NEW $447.74 -1.9%
263 LEN LENNAR CORP Consumer Cyclical 2,977.0 $375K 0.08% NEW $126.05 -29.5%
264 VUG VANGUARD INDEX FDS 778.0 $373K 0.08% NEW $479.65 -81.7%
265 DFSD DIMENSIONAL ETF TRUST 7,714.0 $372K 0.08% NEW $48.19 -1.0%
266 SF STIFEL FINL CORP Financial Services 3,261.0 $370K 0.08% NEW $113.47 -36.0%
267 IWM ISHARES TR 1,522.0 $368K 0.08% NEW $241.96 +17.8%
268 FIRST TR EXCHNG TRADED FD VI 12,273.0 $367K 0.08% NEW $29.90
269 BAX BAXTER INTL INC Healthcare 16,097.0 $367K 0.08% NEW $22.77 -15.8%
270 PAAA PGIM ETF TR 7,095.0 $365K 0.08% NEW $51.50 -0.0%
271 SCI SERVICE CORP INTL Consumer Cyclical 4,379.0 $364K 0.08% NEW $83.21 -7.0%
272 MDLZ MONDELEZ INTL INC Consumer Defensive 5,786.0 $361K 0.08% NEW $62.47 -1.1%
273 SAP SAP SE Technology 1,352.0 $361K 0.08% NEW $267.26 -34.2%
274 WEC WEC ENERGY GROUP INC Utilities 3,151.0 $361K 0.08% NEW $114.59 -1.0%
275 AVB AVALONBAY CMNTYS INC Real Estate 1,869.0 $361K 0.08% NEW $193.13 -3.9%
276 APOS APOLLO GLOBAL MGMT INC Financial Services 2,682.0 $357K 0.08% NEW $133.25 -80.4%
277 STE STERIS PLC Healthcare 1,438.0 $356K 0.08% NEW $247.50 -12.5%
278 AGNC AGNC INVT CORP Real Estate 36,213.0 $355K 0.08% NEW $9.79 +4.3%
279 PSX PHILLIPS 66 Energy 2,600.0 $354K 0.08% NEW $136.03 +30.6%
280 MRK MERCK & CO INC Healthcare 4,213.0 $354K 0.08% NEW $83.94 +45.8%
Page 14 of 19  ·  378 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 23.0%
Financial Services 20.6%
Technology 13.7%
Consumer Cyclical 13.3%
Industrials 11.4%
Healthcare 5.4%
Energy 5.0%
Communication Services 4.2%
Real Estate 1.5%
Basic Materials 1.1%