account_balance
Investment manager · 13F filer · SEC CIK 1766228
Legacy Capital Wealth Partners, LLC
Reported value$481Mas of Sep 30, 2026
Positions371 31 new, 37 sold out
Top 10 weight29.6%WMT alone is 9%
FiledOct 2121 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
WMTWalmart Inc.
9.0%Trimmed −22%
JBHTJ.B. Hunt Transport Services Inc
5.5%
RDVYFirst Tr Exchange Traded Fd
2.5%
NVDANVIDIA Corp
2.0%
RWLInvesco Exch Traded Fd Tr II
2.0%
FJUNFirst Tr Exchng Traded Fd Vi
1.9%Trimmed −2%
AAPLApple Inc.
1.8%Added +4%
IVViShares Tr
1.8%Trimmed −4%
TSLATesla, Inc.
1.6%Trimmed −6%
PKWInvesco Exchange Traded Fd T
1.6%
BILSPDR Series Trust
1.6%Added +1092%
VOOVanguard Index FDS
1.5%
WMTWalmart Inc.
9.0%Trimmed −22%
JBHTJ.B. Hunt Transport Services Inc
5.5%
RDVYFirst Tr Exchange Traded Fd
2.5%
RWL2.0%
FJUN1.9%
AAPL1.8%IVViShares Tr
1.8%
PKW1.6%
BIL1.6%
VOO1.5%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
WMT Walmart Inc. 9.0% Trimmed −22%JBHT J.B. Hunt Transport Services Inc 5.5% Held
RDVY First Tr Exchange Traded Fd 2.5% Held
NVDA NVIDIA Corp 2.0% HeldRWL Invesco Exch Traded Fd Tr II 2.0% Held
FJUN First Tr Exchng Traded Fd Vi 1.9% Trimmed −2%
AAPL Apple Inc. 1.8% Added +4%IVV iShares Tr 1.8% Trimmed −4%
TSLA Tesla, Inc. 1.6% Trimmed −6%PKW Invesco Exchange Traded Fd T 1.6% Held
BIL SPDR Series Trust 1.6% Added +1092%
VOO Vanguard Index FDS 1.5% Held
What changed
Biggest moves since Jun 30, 2026
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