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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 3 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AOK ISHARES TR 54,879.0 $2.3M 0.44% $41.48 -0.4%
42 MU MICRON TECHNOLOGY INC Technology 1,962.0 $2.3M 0.43% +95.0 +5.1% $1154.37 -21.1%
43 V VISA INC Financial Services 6,412.0 $2.2M 0.42% +230.0 +3.7% $343.06 +11.5%
44 ACIO ETF SER SOLUTIONS 47,172.0 $2.2M 0.42% -7K -12.1% $46.14 +1.4%
45 MLPX GLOBAL X FDS 29,452.0 $2.2M 0.42% -1K -4.1% $73.66 +1.0%
46 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 4,476.0 $2.1M 0.41% +1K +30.5% $477.56 -14.1%
47 GOOG ALPHABET INC 5,904.0 $2.1M 0.40% +923.0 +18.5% $353.36
48 EFA ISHARES TR 19,981.0 $2.1M 0.40% +2K +9.5% $103.88 +4.0%
49 AMAT APPLIED MATLS INC Technology 2,828.0 $2.0M 0.39% -258.0 -8.4% $723.03 -33.0%
50 JPM JPMORGAN CHASE & CO Financial Services 6,160.0 $2.0M 0.39% +335.0 +5.8% $327.32 +8.9%
51 TRIN TRINITY CAP INC Financial Services 107,991.0 $1.9M 0.37% +10K +9.9% $17.89 +4.0%
52 IWF ISHARES TR 15,006.0 $1.9M 0.36% +13K +743.0% $124.17 -2.5%
53 FIRST TR EXCH TRADED FD III 24,816.0 $1.8M 0.35% -304.0 -1.2% $73.80
54 XOM EXXON MOBIL CORP Energy 13,134.0 $1.8M 0.34% -1K -7.3% $136.72 +20.0%
55 CSWC CAPITAL SOUTHWEST CORP Financial Services 74,653.0 $1.8M 0.34% +8K +12.7% $23.77 +6.4%
56 WCMI FIRST TR EXCHANGE-TRADED FD 90,588.0 $1.8M 0.34% NEW $19.57 +0.4%
57 GAIN GLADSTONE INVT CORP Financial Services 113,833.0 $1.8M 0.34% +3K +2.2% $15.46 +6.8%
58 ANET ARISTA NETWORKS INC Technology 10,357.0 $1.8M 0.34% +4K +54.6% $169.88 +10.8%
59 PM PHILIP MORRIS INTL INC Consumer Defensive 9,672.0 $1.7M 0.34% -1K -11.7% $180.92 +5.8%
60 DFAT DIMENSIONAL ETF TRUST 24,802.0 $1.7M 0.33% +6K +33.9% $69.90 +2.1%
Page 3 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%