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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 4 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLAD GLADSTONE CAP CORP Financial Services 89,112.0 $1.7M 0.33% +28K +46.9% $19.42 +2.1%
62 BLUE OWL CAPITAL CORPORATION 158,296.0 $1.7M 0.33% +57K +55.6% $10.87
63 MAIN MAIN STR CAP CORP Financial Services 33,016.0 $1.7M 0.33% +5K +19.7% $51.88 +13.6%
64 HTGC HERCULES CAPITAL INC Financial Services 108,546.0 $1.7M 0.33% +19K +21.1% $15.77 +11.0%
65 RISR TIDAL TRUST I 46,372.0 $1.7M 0.32% NEW $36.20 +1.7%
66 MSDL MORGAN STANLEY DIRECT LENDIN Financial Services 110,870.0 $1.7M 0.32% +34K +44.0% $15.12 +1.7%
67 ARCC ARES CAPITAL CORP Financial Services 89,789.0 $1.7M 0.32% +17K +24.2% $18.53 +8.2%
68 FDUS FIDUS INVT CORP Financial Services 85,990.0 $1.6M 0.32% +13K +17.9% $19.07 +3.9%
69 RDVI FIRST TR EXCHANGE-TRADED FD 55,544.0 $1.6M 0.31% NEW $29.40 -0.2%
70 TXN TEXAS INSTRS INC Technology 5,371.0 $1.6M 0.31% -93.0 -1.7% $298.08 -13.1%
71 GPIX GOLDMAN SACHS ETF TR 28,356.0 $1.6M 0.30% NEW $55.57 +0.7%
72 TSLX SIXTH STREET SPECIALTY LENDI Financial Services 90,379.0 $1.6M 0.30% +22K +32.8% $17.17 +10.1%
73 IWD ISHARES TR 6,370.0 $1.5M 0.30% +2K +48.5% $242.43 +6.6%
74 GBDC GOLUB CAP BDC INC Financial Services 118,331.0 $1.5M 0.29% +1K +0.9% $12.88 +2.8%
75 CWB SPDR SERIES TRUST 14,037.0 $1.5M 0.29% +478.0 +3.5% $107.82 -4.8%
76 BERKSHIRE HATHAWAY INC DEL 3,015.0 $1.5M 0.29% +331.0 +12.3% $500.43
77 CVX CHEVRON CORPORATION Energy 9,054.0 $1.5M 0.29% -2K -15.0% $165.77 +22.5%
78 VZ VERIZON COMMUNICATIONS INC Communication Services 34,442.0 $1.5M 0.28% +1K +3.8% $42.34 +18.4%
79 HD HOME DEPOT INC Consumer Cyclical 3,992.0 $1.4M 0.27% +160.0 +4.2% $352.70 -4.3%
80 HYLS FIRST TR EXCHANGE-TRADED FD 34,598.0 $1.4M 0.27% +1K +4.0% $40.65 -0.3%
Page 4 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%