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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 7 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 GPC GENUINE PARTS CO Consumer Cyclical 7,367.0 $869K 0.17% +602.0 +8.9% $117.98 +15.0%
122 SMTH ALPS ETF TR 33,627.0 $866K 0.17% $25.74 -1.7%
123 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 925.0 $865K 0.17% +46.0 +5.2% $935.63 +3.8%
124 WMB WILLIAMS COS INC Energy 11,591.0 $862K 0.17% -4K -26.4% $74.34 -4.5%
125 MDT MEDTRONIC PLC Healthcare 10,767.0 $842K 0.16% +718.0 +7.1% $78.23 +18.8%
126 CSCO CISCO SYS INC Technology 7,149.0 $840K 0.16% +459.0 +6.9% $117.45 -6.2%
127 XLE SELECT SECTOR SPDR TR 15,759.0 $837K 0.16% +4K +39.3% $53.11 +18.8%
128 VTV VANGUARD INDEX FDS 3,827.0 $834K 0.16% -5K -54.6% $217.94 +4.0%
129 ROST ROSS STORES INC Consumer Cyclical 3,811.0 $811K 0.16% -157.0 -4.0% $212.84 +13.5%
130 LIN LINDE PLC Basic Materials 1,556.0 $807K 0.15% +64.0 +4.3% $518.82 -5.5%
131 TRV TRAVELERS COMPANIES INC Financial Services 2,431.0 $803K 0.15% -194.0 -7.4% $330.16 +12.2%
132 WPC WP CAREY INC Real Estate 11,166.0 $798K 0.15% -201.0 -1.8% $71.50 +0.1%
133 GRID FIRST TR EXCHANGE-TRADED FD 4,109.0 $788K 0.15% NEW $191.75 -7.1%
134 ETN EATON CORP PLC Industrials 1,843.0 $785K 0.15% +281.0 +18.0% $426.06 -4.1%
135 SNPS SYNOPSYS INC Technology 1,755.0 $783K 0.15% +30.0 +1.7% $446.07 -11.6%
136 WFC WELLS FARGO & CO Financial Services 9,465.0 $782K 0.15% +709.0 +8.1% $82.64 +2.5%
137 GSK GSK PLC Healthcare 14,870.0 $779K 0.15% -5K -24.9% $52.42 -1.2%
138 BX BLACKSTONE INC Financial Services 6,498.0 $765K 0.15% NEW $117.67 +22.1%
139 KNGZ FIRST TR EXCHANGE TRADED FD 19,064.0 $764K 0.15% $40.07 +6.1%
140 PLTR PALANTIR TECHNOLOGIES INC Technology 6,487.0 $757K 0.14% +1K +24.9% $116.66 +50.8%
Page 7 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%