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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 16 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 INNOVATOR ETFS TRUST 11,648.0 $300K 0.06% -17K -59.6% $25.78
302 JKHY HENRY JACK & ASSOC INC Technology 1,632.0 $298K 0.06% $182.51 -23.2%
303 AMT AMERICAN TOWER CORP NEW Real Estate 1,679.0 $295K 0.06% -44.0 -2.5% $175.58 +4.7%
304 AVB AVALONBAY CMNTYS INC Real Estate 1,626.0 $295K 0.06% -243.0 -13.0% $181.29 +2.4%
305 VNLA JANUS DETROIT STR TR 5,950.0 $292K 0.06% $49.14 -0.2%
306 BUFS FIRST TR EXCHNG TRADED FD VI 12,721.0 $291K 0.06% +2K +21.9% $22.84 +7.3%
307 BN BROOKFIELD CORP Financial Services 6,325.0 $290K 0.06% +2K +49.7% $45.89 -1.1%
308 BAX BAXTER INTL INC Healthcare 15,150.0 $290K 0.06% -947.0 -5.9% $19.11 +0.4%
309 DFIP DIMENSIONAL ETF TRUST 6,893.0 $286K 0.06% -552.0 -7.4% $41.55 +0.1%
310 SBUX STARBUCKS CORP Consumer Cyclical 3,366.0 $283K 0.06% -1K -27.4% $84.22 +22.4%
311 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 1,460.0 $282K 0.06% -83.0 -5.4% $193.43 +6.3%
312 TEL TE CONNECTIVITY PLC Technology 1,235.0 $281K 0.06% -335.0 -21.3% $227.59 -10.9%
313 JHMM JOHN HANCOCK EXCHANGE TRADED 4,244.0 $278K 0.06% -46.0 -1.1% $65.48 +10.9%
314 INNOVATOR ETFS TRUST 10,392.0 $277K 0.06% NEW $26.67
315 MDLZ MONDELEZ INTL INC Consumer Defensive 5,136.0 $276K 0.06% -650.0 -11.2% $53.83 +14.7%
316 ZTS ZOETIS INC Healthcare 2,188.0 $275K 0.06% NEW $125.84 -35.4%
317 DUK DUKE ENERGY CORP NEW Utilities 2,322.0 $272K 0.06% -102.0 -4.2% $117.21 +7.2%
318 MUB ISHARES TR 2,534.0 $271K 0.06% -303.0 -10.7% $107.11 -0.9%
319 BURL BURLINGTON STORES INC Consumer Cyclical 930.0 $269K 0.06% -47.0 -4.8% $288.85 +12.3%
320 DFSD DIMENSIONAL ETF TRUST 5,592.0 $268K 0.06% -2K -27.5% $47.95 -0.5%
Page 16 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%