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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 3 of 19  ·  376 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JPM JPMORGAN CHASE & CO. Financial Services 5,825.0 $1.9M 0.40% -143.0 -2.4% $322.24 -4.9%
42 MLPX GLOBAL X FDS 30,718.0 $1.9M 0.40% +789.0 +2.6% $60.53 +27.8%
43 FIRST TR EXCH TRADED FD III 25,120.0 $1.8M 0.38% +9K +54.5% $70.99
44 PM PHILIP MORRIS INTL INC Consumer Defensive 10,957.0 $1.8M 0.38% +153.0 +1.4% $160.39 +17.8%
45 EFA ISHARES TR 18,242.0 $1.8M 0.38% +191.0 +1.1% $96.03 +8.3%
46 DMAR FIRST TR EXCHNG TRADED FD VI 41,923.0 $1.7M 0.38% $41.65 +6.9%
47 XOM EXXON MOBIL CORP Energy 14,162.0 $1.7M 0.37% $120.34 +28.7%
48 DFAI DIMENSIONAL ETF TRUST 44,456.0 $1.7M 0.36% +9K +26.0% $38.11 +9.0%
49 LDUR PIMCO ETF TR 17,638.0 $1.7M 0.36% -237.0 -1.3% $95.95 -0.5%
50 HTGC HERCULES CAPITAL INC Financial Services 89,597.0 $1.7M 0.36% +8K +9.7% $18.82 -18.5%
51 MAIN MAIN STR CAP CORP Financial Services 27,586.0 $1.7M 0.36% +2K +7.6% $60.39 -17.8%
52 CVX CHEVRON CORP NEW Energy 10,652.0 $1.6M 0.35% -213.0 -2.0% $152.41 +25.6%
53 VTV VANGUARD INDEX FDS 8,429.0 $1.6M 0.35% $190.99 +10.4%
54 GBDC GOLUB CAP BDC INC Financial Services 117,221.0 $1.6M 0.34% +11K +10.3% $13.57 -5.0%
55 GOOG ALPHABET INC Communication Services 4,981.0 $1.6M 0.34% +515.0 +11.5% $313.80 +20.9%
56 GAIN GLADSTONE INVT CORP Financial Services 111,329.0 $1.6M 0.33% +10K +10.0% $13.97 +13.8%
57 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 68,082.0 $1.5M 0.32% +7K +11.1% $21.72 -21.0%
58 BND VANGUARD BD INDEX FDS 19,904.0 $1.5M 0.32% -251.0 -1.2% $74.07 -1.4%
59 CSWC CAPITAL SOUTHWEST CORP Financial Services 66,218.0 $1.5M 0.32% +8K +12.9% $22.15 +2.8%
60 ARCC ARES CAPITAL CORP Financial Services 72,298.0 $1.5M 0.31% +8K +12.4% $20.23 -8.1%
Page 3 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%