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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 15 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 SPACE EXPLORATION TECHN CORP 1,918.0 $328K 0.06% NEW $170.86
282 CME CME GROUP INC Financial Services 1,478.0 $326K 0.06% +50.0 +3.5% $220.85 +26.4%
283 SHW SHERWIN WILLIAMS CO Basic Materials 941.0 $324K 0.06% -21.0 -2.2% $344.20 +0.7%
284 PSP INVESCO EXCHANGE TRADED FD T 5,813.0 $324K 0.06% -7K -54.3% $55.70 +14.4%
285 VTEB VANGUARD MUN BD FDS 6,398.0 $324K 0.06% -125.0 -1.9% $50.58 -2.1%
286 ACYS FIRST TR EXCHANGE-TRADED FD 15,577.0 $320K 0.06% NEW $20.54 -0.2%
287 B BARRICK MNG CORP Basic Materials 8,636.0 $317K 0.06% -5K -37.6% $36.73 +31.1%
288 JHMM JOHN HANCOCK EXCHANGE TRADED 4,196.0 $315K 0.06% -48.0 -1.1% $74.96 +1.0%
289 MUB ISHARES TR 2,895.0 $312K 0.06% +361.0 +14.2% $107.62 -2.1%
290 IDA IDACORP INC Utilities 2,057.0 $311K 0.06% +47.0 +2.3% $151.33 -8.7%
291 BKNG BOOKING HOLDINGS INC Consumer Cyclical 1,735.0 $309K 0.06% +2K +2610.9% $178.25 +19.7%
292 VMC VULCAN MATLS CO Basic Materials 1,044.0 $308K 0.06% -22.0 -2.1% $295.03 -6.5%
293 ABT ABBOTT LABORATORIES Healthcare 3,388.0 $307K 0.06% -126.0 -3.6% $90.74 +28.6%
294 WINN HARBOR ETF TRUST 9,407.0 $305K 0.06% NEW $32.47 +2.3%
295 JMBS JANUS DETROIT STR TR 6,724.0 $303K 0.06% $44.99 -1.2%
296 QCOM QUALCOMM INC Technology 1,635.0 $302K 0.06% NEW $184.78 -14.2%
297 BRO BROWN & BROWN INC Financial Services 4,692.0 $301K 0.06% -510.0 -9.8% $64.15 +16.3%
298 TMUS T-MOBILE US INC Communication Services 1,786.0 $300K 0.06% -329.0 -15.6% $167.76 +8.9%
299 VNLA JANUS DETROIT STR TR 5,950.0 $291K 0.06% $48.87 +0.2%
300 INNOVATOR ETFS TRUST 10,392.0 $285K 0.06% $27.46
Page 15 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%