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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 8 of 19  ·  377 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TAFI AB ACTIVE ETFS INC 29,931.0 $755K 0.14% $25.22 -0.6%
142 EJAN INNOVATOR ETFS TRUST 20,884.0 $752K 0.14% NEW $36.00 +2.4%
143 QQQ INVESCO QQQ TR Financial Services 1,016.0 $748K 0.14% -246.0 -19.5% $736.53 -3.5%
144 PGR PROGRESSIVE CORP Financial Services 3,409.0 $745K 0.14% +571.0 +20.1% $218.47 +1.1%
145 AVLV AMERICAN CENTY ETF TR 8,136.0 $742K 0.14% $91.21 +3.6%
146 UPS UNITED PARCEL SVCS INC Industrials 6,746.0 $725K 0.14% -2K -22.2% $107.51 -2.8%
147 CSL CARLISLE COS INC Industrials 1,978.0 $717K 0.14% +387.0 +24.3% $362.73 -0.1%
148 CDNS CADENCE DESIGN SYSTEM INC Technology 1,904.0 $715K 0.14% +297.0 +18.5% $375.32 -12.9%
149 IJR ISHARES TR 13,189.0 $714K 0.14% +1K +10.9% $54.13 +170.4%
150 VNQ VANGUARD INDEX FDS 7,360.0 $710K 0.14% +1K +19.8% $96.43 +2.8%
151 XLU SELECT SECTOR SPDR TR 15,508.0 $703K 0.14% +4K +29.7% $45.34 -4.6%
152 RTX RTX CORPORATION Industrials 3,691.0 $700K 0.13% +648.0 +21.3% $189.71 +10.3%
153 ACYN FIRST TR EXCHANGE-TRADED FD 33,227.0 $691K 0.13% NEW $20.79 -0.1%
154 JNJ JOHNSON & JOHNSON Healthcare 2,667.0 $677K 0.13% -3K -52.7% $254.00 +7.5%
155 VOE VANGUARD INDEX FDS 3,411.0 $674K 0.13% -72.0 -2.1% $197.62 +5.6%
156 DVN DEVON ENERGY CORP NEW Energy 16,308.0 $674K 0.13% NEW $41.32 +14.2%
157 HOMB HOME BANCSHARES INC Financial Services 23,553.0 $672K 0.13% +460.0 +2.0% $28.55 +4.6%
158 BAC BANK OF AMER CORP Financial Services 11,757.0 $670K 0.13% +2K +23.7% $56.98 +9.3%
159 T AT&T INC Communication Services 32,214.0 $667K 0.13% +6K +21.6% $20.70 +24.3%
160 DFAS DIMENSIONAL ETF TRUST 8,073.0 $665K 0.13% -810.0 -9.1% $82.34 +0.2%
Page 8 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%