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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 17 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 UBER UBER TECHNOLOGIES INC Technology 2,891.0 $283K 0.06% NEW $97.97 -26.7%
322 IDA IDACORP INC Utilities 2,112.0 $279K 0.06% NEW $132.14 +7.5%
323 FIRST TR EXCHNG TRADED FD VI 12,834.0 $279K 0.06% NEW $21.73
324 LQD ISHARES TR 2,498.0 $278K 0.06% NEW $111.47 -2.8%
325 JHMM JOHN HANCOCK EXCHANGE TRADED 4,290.0 $278K 0.06% NEW $64.69 +12.2%
326 PSA PUBLIC STORAGE OPER CO Real Estate 943.0 $272K 0.06% NEW $288.85 +5.7%
327 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 2,111.0 $271K 0.06% NEW $128.40 -36.3%
328 SYK STRYKER CORPORATION Healthcare 717.0 $265K 0.06% NEW $369.64 -14.4%
329 NNN NNN REIT INC Real Estate 6,223.0 $265K 0.06% NEW $42.57 +5.7%
330 DFCF DIMENSIONAL ETF TRUST 6,046.0 $259K 0.06% NEW $42.76 -1.8%
331 NPO ENPRO INC Industrials 1,135.0 $256K 0.06% NEW $225.92 +36.4%
332 IJH ISHARES TR 3,884.0 $253K 0.06% NEW $65.26 +12.6%
333 BURL BURLINGTON STORES INC Consumer Cyclical 977.0 $249K 0.05% NEW $254.50 +27.5%
334 EQIX EQUINIX INC Real Estate 316.0 $247K 0.05% NEW $782.34 +38.0%
335 LFUS LITTELFUSE INC Technology 947.0 $245K 0.05% NEW $258.98 +77.8%
336 CDW CDW CORP Technology 1,528.0 $243K 0.05% NEW $159.33 -30.4%
337 JKHY HENRY JACK & ASSOC INC Technology 1,632.0 $243K 0.05% NEW $148.94 -5.9%
338 MOAT VANECK ETF TRUST 2,435.0 $241K 0.05% NEW $99.11 +3.2%
339 DJUL FIRST TR EXCHNG TRADED FD VI 5,137.0 $240K 0.05% NEW $46.69 +6.4%
340 MANAGED PORTFOLIO SERIES 9,328.0 $238K 0.05% NEW $25.53
Page 17 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%