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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 19 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 COPX GLOBAL X FDS 2,733.0 $210K 0.04% NEW $76.96 +22.8%
362 IAU ISHARES GOLD TR Financial Services 2,778.0 $210K 0.04% -59.0 -2.1% $75.51 +15.8%
363 AVMC AMERICAN CENTY ETF TR 2,610.0 $209K 0.04% NEW $80.25 +0.9%
364 DFVX DIMENSIONAL ETF TRUST 2,531.0 $208K 0.04% NEW $82.24 +4.2%
365 CENCORA INC 733.0 $208K 0.04% -1K -65.1% $283.15
366 INTU INTUIT Technology 782.0 $204K 0.04% -636.0 -44.9% $260.92 +41.8%
367 PR PERMIAN RESOURCES CORP Energy 10,639.0 $196K 0.04% -1K -10.9% $18.41 +28.7%
368 PCG PG&E CORP Utilities 11,551.0 $194K 0.04% +960.0 +9.1% $16.82 +7.7%
369 SLI STANDARD LITHIUM CORP Basic Materials 56,472.0 $155K 0.03% -2K -3.2% $2.75 -11.6%
370 TRULIEVE CANNABIS CORP 15,365.0 $151K 0.03% NEW $9.83
371 FSCO FS CREDIT OPPORTUNITIES CORP Financial Services 28,700.0 $143K 0.03% $4.99 +2.4%
372 HPK HIGHPEAK ENERGY INC Energy 14,075.0 $98K 0.02% NEW $6.99 +16.3%
373 WOOF PETCO HEALTH & WELLNESS CO I Consumer Cyclical 34,842.0 $95K 0.02% $2.72 +5.9%
374 MNTS MOMENTUS INC Industrials 10,000.0 $67K 0.01% NEW $6.72 -38.1%
375 LITHIUM AMERS CORP NEW 11,223.0 $43K 0.01% NEW $3.85
376 PLUG PLUG PWR INC Industrials 15,000.0 $41K 0.01% +5K +50.0% $2.71 -19.9%
377 EVGO EVGO INC Consumer Cyclical 14,127.0 $27K 0.01% -373.0 -2.6% $1.91 -22.5%
Page 19 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%