Legacy Capital Wealth Partners, LLC
CIK 1766228
13F filing for Q2 2026・No. 3,803
- Holdings
- US$521.39M
- Quarter change
- +US$36.03M
- Entries
- 377
- Net bought (estimate)
- +US$423.89K
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 44
- Sold out 52
- Cut 137
- Added 167
- Corporate actions 0
- Unchanged 29
Largest holdings
377 stocks worth US$521.39M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| WMTWALMART INCCOM | Added | 537,285 | US$60.85M | 11.67% |
| JBHTHUNT J B TRANS SVCS INCCOM | Added | 117,156 | US$33.91M | 6.50% |
| DHID R HORTON INCCOM | Cut | 100,839 | US$16.42M | 3.15% |
| FIRST TR EXCHANGE TRADED FDRISNG DIVD ACHIV | Cut | 161,249 | US$12.45M | 2.39% |
| TSLATeslaCOM | Cut | 23,711 | US$9.97M | 1.91% |
| INVESCO EXCH TRADED FD TR IIS&P 500 REVENUE | Added | 79,115 | US$9.35M | 1.79% |
| FIRST TR EXCHNG TRADED FD VIFT VEST US EQT | Added | 150,577 | US$9.03M | 1.73% |
| IVVISHARES TRCORE S&P500 ETF | Cut | 11,979 | US$8.97M | 1.72% |
| NVDANvidiaCOM | Added | 41,381 | US$8.28M | 1.59% |
| INVESCO EXCHANGE TRADED FD TBUYBACK ACHIEV | Cut | 58,527 | US$7.48M | 1.43% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 12, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.