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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 14 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PAAA PGIM ETF TR 7,232.0 $371K 0.07% +137.0 +1.9% $51.27 +0.4%
262 ORCL ORACLE CORP Technology 2,524.0 $370K 0.07% -442.0 -14.9% $146.57 -2.8%
263 GSY INVESCO ACTIVELY MANAGED EXC 7,317.0 $367K 0.07% NEW $50.15 -0.1%
264 SRE SEMPRA Utilities 3,882.0 $360K 0.07% -225.0 -5.5% $92.72 -8.8%
265 SCHH SCHWAB STRATEGIC TR 15,030.0 $356K 0.07% +185.0 +1.2% $23.68 +2.1%
266 VIG VANGUARD SPECIALIZED FUNDS 1,492.0 $353K 0.07% -568.0 -27.6% $236.62 +3.4%
267 BUFR FIRST TR EXCHNG TRADED FD VI 13,734.0 $353K 0.07% -737.0 -5.1% $25.70 +45.0%
268 MET METLIFE INC Financial Services 4,161.0 $352K 0.07% +351.0 +9.2% $84.60 +13.7%
269 SCHG SCHWAB STRATEGIC TR 10,393.0 $352K 0.07% -2K -12.8% $33.84 +3.9%
270 GLW CORNING INC Technology 1,376.0 $351K 0.07% NEW $255.43 -43.0%
271 DSEP FIRST TR EXCHNG TRADED FD VI 7,366.0 $349K 0.07% -334.0 -4.3% $47.44 +2.0%
272 DIS DISNEY WALT CO Communication Services 3,571.0 $344K 0.07% -3K -43.8% $96.24 +14.9%
273 LENNAR CORP 3,797.0 $344K 0.07% NEW $90.48
274 SHY ISHARES TR 4,171.0 $342K 0.07% -574.0 -12.1% $82.11 -0.1%
275 BSX BOSTON SCIENTIFIC CORP Healthcare 7,913.0 $338K 0.07% +3K +64.4% $42.68 +14.8%
276 IWP ISHARES TR 2,279.0 $334K 0.06% -5K -67.8% $146.44 -3.2%
277 DIOD DIODES INC Technology 3,040.0 $333K 0.06% NEW $109.44 -18.0%
278 FIRST TR EXCHNG TRADED FD VI 10,643.0 $332K 0.06% $31.22
279 GD GENERAL DYNAMICS CORP Industrials 937.0 $332K 0.06% -825.0 -46.8% $354.28 +8.3%
280 SF STIFEL FINL CORP Financial Services 4,756.0 $332K 0.06% +2K +65.3% $69.77 +15.8%
Page 14 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%