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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 15 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PSX PHILLIPS 66 Energy 2,573.0 $332K 0.07% -27.0 -1.0% $129.06 +37.7%
282 VTEB VANGUARD MUN BD FDS 6,523.0 $328K 0.07% +755.0 +13.1% $50.29 -0.8%
283 SAP SAP SE Technology 1,349.0 $328K 0.07% $242.86 -27.6%
284 HMC HONDA MOTOR LTD Consumer Cyclical 11,082.0 $327K 0.07% -193.0 -1.7% $29.48 -10.2%
285 IJH ISHARES TR 4,933.0 $326K 0.07% +1K +27.0% $66.00 +11.4%
286 FIRST TR EXCHNG TRADED FD VI 10,643.0 $323K 0.07% -2K -13.3% $30.38
287 DFCF DIMENSIONAL ETF TRUST 7,579.0 $323K 0.07% +2K +25.4% $42.56 -1.4%
288 PSA PUBLIC STORAGE OPER CO Real Estate 1,236.0 $321K 0.07% +293.0 +31.1% $259.53 +17.6%
289 WEC WEC ENERGY GROUP INC Utilities 3,038.0 $320K 0.07% -113.0 -3.6% $105.45 +7.5%
290 MS MORGAN STANLEY Financial Services 1,804.0 $320K 0.07% -77.0 -4.1% $177.48 +13.3%
291 TGT TARGET CORP Consumer Defensive 3,230.0 $316K 0.07% +967.0 +42.7% $97.76 +28.5%
292 STT STATE STR CORP Financial Services 2,441.0 $315K 0.07% -44.0 -1.8% $129.01 +19.3%
293 SHW SHERWIN WILLIAMS CO Basic Materials 962.0 $312K 0.07% -36.0 -3.6% $324.16 -4.7%
294 SCHH SCHWAB STRATEGIC TR 14,845.0 $310K 0.07% +156.0 +1.1% $20.89 +13.4%
295 JMBS JANUS DETROIT STR TR 6,724.0 $307K 0.07% $45.69 -1.5%
296 VUG VANGUARD INDEX FDS 629.0 $307K 0.07% -149.0 -19.1% $487.88 -82.1%
297 PPG PPG INDS INC Basic Materials 2,987.0 $306K 0.07% -168.0 -5.3% $102.46 +5.2%
298 VMC VULCAN MATLS CO Basic Materials 1,066.0 $304K 0.07% -31.0 -2.8% $285.21 -8.6%
299 CARY ANGEL OAK FUNDS TRUST 14,594.0 $304K 0.07% -211.0 -1.4% $20.83 -0.2%
300 MET METLIFE INC Financial Services 3,810.0 $301K 0.07% -439.0 -10.3% $78.93 +6.5%
Page 15 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%