Legacy Capital Wealth Partners
LITTLE ROCK, ARfiles as Legacy Capital Wealth Partners, LLC
$521m in 377 US stocks at the end of 30 June 2026. The top 10 are 33.9% of the money. It changed about 12.1% of the portfolio this quarter.
Value
$521m
Stocks
377
Top 10 share
33.9%
Turnover
12.1%
What changed this quarter
New
Bought for the first time this quarter.
- Neos ETF TrustSPYI1.3% of the fund
- Tidal Trust IRISR0.3% of the fund
- Ishares TRIWV0.2% of the fund
- First TR Exchange-Traded FDACYN0.1% of the fund
- Devon EnergyDVN0.1% of the fund
- Seagate Technology HoldingsSTX0.1% of the fund
- Spdr Series TrustBIL0.1% of the fund
- Monolithic Power SystemsMPWR0.1% of the fund
- NikeNKE<0.1% of the fund
- Otis WorldwideOTIS<0.1% of the fund
- CloroxCLX<0.1% of the fund
- Dominos PizzaDPZ<0.1% of the fund
- Super Micro ComputerSMCI<0.1% of the fund
- First TR Exchng Traded FD VIFAPR<0.1% of the fund
- Invesco Actively Managed EXCGSY<0.1% of the fund
- LennarLEN-B<0.1% of the fund
- Space Exploration TechnologiesSPCX<0.1% of the fund
- First TR Exchange-Traded FDACYS<0.1% of the fund
- Vaneck ETF TrustSMH<0.1% of the fund
- SharkNinjaSN<0.1% of the fund
- Power IntegrationsPOWI<0.1% of the fund
- VerisignVRSN<0.1% of the fund
- Innovator Etfs TrustIJUN<0.1% of the fund
- Vaneck ETF TrustCLOI<0.1% of the fund
- REX ETF TRATCL<0.1% of the fund
Added
Bought more of a stock they already held.
- WalmartWMT11.7% of the fund+9%
- Hunt J B Transport ServicesJBHT6.5% of the fund+10%
- First TR Exchng Traded FD VIFJUN1.7% of the fund+2%
- NvidiaNVDA1.6% of the fund+5%
- First TR Exchng Traded FD VIFAUG1.3% of the fund+2%
- AlphabetGOOGL0.9% of the fund+21%
- Janus Detroit STR TRJAAA0.9% of the fund+10%
- MicrosoftMSFT0.8% of the fund+7%
- GMO ETF TrustGMOV0.6% of the fund+3%
- SymboticSYM0.5% of the fund+21%
- T Rowe Price Exchange-TradedTCAF0.5% of the fund+10%
- KLAKLAC0.5% of the fund+7%
- Ishares TRPFF0.5% of the fund+6%
- Pimco ETF TRMINT0.5% of the fund+29%
- American Centy ETF TRAVUV0.5% of the fund+2%
- BroadcomAVGO0.5% of the fund+2%
- Taiwan Semiconductor ManufacturingTSM0.4% of the fund+17%
- AlphabetGOOG0.4% of the fund+4%
- Ishares TREFA0.4% of the fund+14%
- Trinity CapitalTRIN0.4% of the fund+2%
- Ishares TRIWF0.4% of the fund+39%
- ExxonMobil HoldingsXOM0.3% of the fund+7%
- Capital SouthwestCSWC0.3% of the fund+5%
- First TR Exchange-Traded FDWCMI0.3% of the fund+14%
- Arista NetworksANET0.3% of the fund+20%
Cut
Sold some of their stake.
- Horton D RDHI3.2% of the fund-7%
- TeslaTSLA1.9% of the fund-9%
- Vanguard Index FDSVOO1.4% of the fund-6%
- IntelINTC1.2% of the fund-10%
- State STR Spdr S&P 500 ETF TSPY1.0% of the fund-75%
- Amazon.comAMZN0.8% of the fund-8%
- Lam ResearchLRCX0.6% of the fund-14%
- Dimensional ETF TrustDFAU0.6% of the fund-9%
- Dimensional ETF TrustDFAI0.5% of the fund-3%
- Applied MaterialsAMAT0.4% of the fund-15%
- Gladstone InvestmentGAIN0.3% of the fund-4%
- Philip Morris InternationalPM0.3% of the fund-6%
- Dimensional ETF TrustDFAT0.3% of the fund-2%
- Texas InstrumentsTXN0.3% of the fund-13%
- ChevronCVX0.3% of the fund-9%
- W.W. GraingerGWW0.2% of the fund-9%
- Dimensional ETF TrustDFEM0.2% of the fund-5%
- Pimco ETF TRLDUR0.2% of the fund-38%
- US BancorpUSB0.2% of the fund-31%
- Marsh & McLennan CompaniesMRSH0.2% of the fund-12%
- Quanta ServicesPWR0.2% of the fund-20%
- IconICLR0.2% of the fund-18%
- Schwab Strategic TRSCHD0.2% of the fund-8%
- AbbVieABBV0.2% of the fund-8%
- Texas Pacific LandTPL0.2% of the fund-2%
Sold out
Sold their entire stake.
- Proshares TRSH-100%
- First TR Exchng Traded FD VIDMAR-100%
- Vanguard BD Index FDSBND-100%
- Blackstone Secured Lending FundBXSL-100%
- Ishares TREFG-100%
- Spdr Series TrustSPTM-100%
- Spdr Series TrustSPYM-100%
- Coterra EnergyCTRA-100%
- Ishares TRMBB-100%
- Ishares TRSGOV-100%
- Victory Portfolios IIVFLO-100%
- Vanguard Scottsdale FDSVCIT-100%
- T Rowe Price Exchange-TradedTMSL-100%
- Trane TechnologiesTT-100%
- Ishares Ethereum TRETHA-100%
- AccentureACN-100%
- Spdr Series TrustSPIB-100%
- EA Series TrustROE-100%
- Novo Nordisk A SNVO-100%
- AutozoneAZO-100%
- Ishares TRIJH-100%
- LennarLEN-100%
- SyscoSYY-100%
- Fidelity National FinancialFNF-100%
- Innovator Etfs TrustZAPR-100%
Holdings
- First TR Exchange Traded FDRDVY
- Share
- 2.4%
- Value
- $12m
- Shares
- 161,249
Held
- Invesco Exch Traded FD TR IIRWL
- Share
- 1.8%
- Value
- $9m
- Shares
- 79,115
Held
- First TR Exchng Traded FD VIFJUN
- Share
- 1.7%
- Value
- $9m
- Shares
- 150,577
+2%
- Ishares TRIVV
- Share
- 1.7%
- Value
- $9m
- Shares
- 11,979
Held
- Invesco Exchange Traded FD TPKW
- Share
- 1.4%
- Value
- $7m
- Shares
- 58,527
Held
- Vanguard Index FDSVOO
- Share
- 1.4%
- Value
- $7m
- Shares
- 10,497
-6%
- Neos ETF TrustSPYI
- Share
- 1.3%
- Value
- $7m
- Shares
- 125,918
New
- First TR Exchng Traded FD VIFAUG
- Share
- 1.3%
- Value
- $7m
- Shares
- 118,084
+2%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.0%
- Value
- $5m
- Shares
- 18,748
-75%
- Janus Detroit STR TRJAAA
- Share
- 0.9%
- Value
- $5m
- Shares
- 92,617
+10%
- First TR Exchng Traded FD VIYMAR
- Share
- 0.9%
- Value
- $5m
- Shares
- 162,062
Held
- Dimensional ETF TrustDFAC
- Share
- 0.6%
- Value
- $3m
- Shares
- 74,692
Held
- Bank OZKOZK
- Share
- 0.6%
- Value
- $3m
- Shares
- 61,874
Held
- GMO ETF TrustGMOV
- Share
- 0.6%
- Value
- $3m
- Shares
- 105,231
+3%
- Dimensional ETF TrustDFAU
- Share
- 0.6%
- Value
- $3m
- Shares
- 60,003
-9%
- World Gold TRGLDM
- Share
- 0.6%
- Value
- $3m
- Shares
- 39,047
Held
- Pimco ETF TRBILZ
- Share
- 0.5%
- Value
- $3m
- Shares
- 26,988
Held
- T Rowe Price Exchange-TradedTCAF
- Share
- 0.5%
- Value
- $3m
- Shares
- 66,255
+10%
- Dimensional ETF TrustDFAX
- Share
- 0.5%
- Value
- $3m
- Shares
- 72,231
Held
- Ishares TRPFF
- Share
- 0.5%
- Value
- $3m
- Shares
- 85,513
+6%
- Pimco ETF TRMINT
- Share
- 0.5%
- Value
- $3m
- Shares
- 25,523
+29%
- Dimensional ETF TrustDFAI
- Share
- 0.5%
- Value
- $2m
- Shares
- 59,197
-3%
- American Centy ETF TRAVUV
- Share
- 0.5%
- Value
- $2m
- Shares
- 19,118
+2%
- Ishares Core 30/70AOK
- Share
- 0.4%
- Value
- $2m
- Shares
- 54,879
Held
- ETF SER SolutionsACIO
- Share
- 0.4%
- Value
- $2m
- Shares
- 47,172
Held
- Global X FDSMLPX
- Share
- 0.4%
- Value
- $2m
- Shares
- 29,452
Held
- Ishares TREFA
- Share
- 0.4%
- Value
- $2m
- Shares
- 19,981
+14%
- Ishares TRIWF
- Share
- 0.4%
- Value
- $2m
- Shares
- 15,006
+39%
- First TR Exch Traded FD IIIFTLS
- Share
- 0.4%
- Value
- $2m
- Shares
- 24,816
Held
- First TR Exchange-Traded FDWCMI
- Share
- 0.3%
- Value
- $2m
- Shares
- 90,588
+14%
- Dimensional ETF TrustDFAT
- Share
- 0.3%
- Value
- $2m
- Shares
- 24,802
-2%
- Tidal Trust IRISR
- Share
- 0.3%
- Value
- $2m
- Shares
- 46,372
New
- First TR Exchange-Traded FDRDVI
- Share
- 0.3%
- Value
- $2m
- Shares
- 55,544
+4%
- Goldman Sachs ETF TRGPIX
- Share
- 0.3%
- Value
- $2m
- Shares
- 28,356
+4%
- Ishares TRIWD
- Share
- 0.3%
- Value
- $2m
- Shares
- 6,370
+69%
- Spdr Series TrustCWB
- Share
- 0.3%
- Value
- $2m
- Shares
- 14,037
Held
- First TR Exchange-Traded FDHYLS
- Share
- 0.3%
- Value
- $1m
- Shares
- 34,598
+2%
- First TR Exchng Traded FD VIUCON
- Share
- 0.3%
- Value
- $1m
- Shares
- 54,551
+3%
- First TR Exchng Traded FD VIBUFZ
- Share
- 0.3%
- Value
- $1m
- Shares
- 48,282
+3%
- First TR Exchange-Traded FDFTCS
- Share
- 0.3%
- Value
- $1m
- Shares
- 14,278
Held
- BNY Mellon ETF Trust IIBKDV
- Share
- 0.3%
- Value
- $1m
- Shares
- 39,960
+28%
- Ishares TRIEFA
- Share
- 0.2%
- Value
- $1m
- Shares
- 20,663
Held
- Spdr Gold TRGLD
- Share
- 0.2%
- Value
- $1m
- Shares
- 3,342
+2%
- T Rowe Price Exchange-TradedTCHP
- Share
- 0.2%
- Value
- $1m
- Shares
- 24,205
Held
- First TR Exchange-Traded FDFTSL
- Share
- 0.2%
- Value
- $1m
- Shares
- 26,140
+4%
- Ishares Bitcoin Trust ETFIBIT
- Share
- 0.2%
- Value
- $1m
- Shares
- 33,781
Held
- Dimensional ETF TrustDFEM
- Share
- 0.2%
- Value
- $1m
- Shares
- 25,768
-5%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| WalmartWMT | 11.7% | $61m | 537,285 | +9% |
| Hunt J B Transport ServicesJBHT | 6.5% | $34m | 117,156 | +10% |
| Horton D RDHI | 3.2% | $16m | 100,839 | -7% |
| First TR Exchange Traded FDRDVY | 2.4% | $12m | 161,249 | Held |
| TeslaTSLA | 1.9% | $10m | 23,711 | -9% |
| Invesco Exch Traded FD TR IIRWL | 1.8% | $9m | 79,115 | Held |
| First TR Exchng Traded FD VIFJUN | 1.7% | $9m | 150,577 | +2% |
| Ishares TRIVV | 1.7% | $9m | 11,979 | Held |
| NvidiaNVDA | 1.6% | $8m | 41,381 | +5% |
| Invesco Exchange Traded FD TPKW | 1.4% | $7m | 58,527 | Held |
| AppleAAPL | 1.4% | $7m | 25,540 | Held |
| Vanguard Index FDSVOO | 1.4% | $7m | 10,497 | -6% |
| Neos ETF TrustSPYI | 1.3% | $7m | 125,918 | New |
| First TR Exchng Traded FD VIFAUG | 1.3% | $7m | 118,084 | +2% |
| IntelINTC | 1.2% | $6m | 44,441 | -10% |
| GAPGAP | 1.1% | $6m | 303,904 | Held |
| EOG ResourcesEOG | 1.0% | $5m | 40,266 | Held |
| State STR Spdr S&P 500 ETF TSPY | 1.0% | $5m | 18,748 | -75% |
| AlphabetGOOGL | 0.9% | $5m | 13,640 | +21% |
| Janus Detroit STR TRJAAA | 0.9% | $5m | 92,617 | +10% |
| First TR Exchng Traded FD VIYMAR | 0.9% | $5m | 162,062 | Held |
| MicrosoftMSFT | 0.8% | $4m | 10,696 | +7% |
| Amazon.comAMZN | 0.8% | $4m | 16,629 | -8% |
| Meta PlatformsMETA | 0.7% | $3m | 6,187 | Held |
| Dimensional ETF TrustDFAC | 0.6% | $3m | 74,692 | Held |
| Bank OZKOZK | 0.6% | $3m | 61,874 | Held |
| Lam ResearchLRCX | 0.6% | $3m | 7,300 | -14% |
| GMO ETF TrustGMOV | 0.6% | $3m | 105,231 | +3% |
| Dimensional ETF TrustDFAU | 0.6% | $3m | 60,003 | -9% |
| World Gold TRGLDM | 0.6% | $3m | 39,047 | Held |
| SymboticSYM | 0.5% | $3m | 63,513 | +21% |
| Pimco ETF TRBILZ | 0.5% | $3m | 26,988 | Held |
| T Rowe Price Exchange-TradedTCAF | 0.5% | $3m | 66,255 | +10% |
| KLAKLAC | 0.5% | $3m | 8,900 | +7% |
| Dimensional ETF TrustDFAX | 0.5% | $3m | 72,231 | Held |
| Ishares TRPFF | 0.5% | $3m | 85,513 | +6% |
| Pimco ETF TRMINT | 0.5% | $3m | 25,523 | +29% |
| Dimensional ETF TrustDFAI | 0.5% | $2m | 59,197 | -3% |
| American Centy ETF TRAVUV | 0.5% | $2m | 19,118 | +2% |
| BroadcomAVGO | 0.5% | $2m | 6,267 | +2% |
| Ishares Core 30/70AOK | 0.4% | $2m | 54,879 | Held |
| Micron TechnologyMU | 0.4% | $2m | 1,962 | Held |
| VisaV | 0.4% | $2m | 6,412 | Held |
| ETF SER SolutionsACIO | 0.4% | $2m | 47,172 | Held |
| Global X FDSMLPX | 0.4% | $2m | 29,452 | Held |
| Taiwan Semiconductor ManufacturingTSM | 0.4% | $2m | 4,476 | +17% |
| AlphabetGOOG | 0.4% | $2m | 5,904 | +4% |
| Ishares TREFA | 0.4% | $2m | 19,981 | +14% |
| Applied MaterialsAMAT | 0.4% | $2m | 2,828 | -15% |
| JPMorgan ChaseJPM | 0.4% | $2m | 6,160 | Held |
| Trinity CapitalTRIN | 0.4% | $2m | 107,991 | +2% |
| Ishares TRIWF | 0.4% | $2m | 15,006 | +39% |
| First TR Exch Traded FD IIIFTLS | 0.4% | $2m | 24,816 | Held |
| ExxonMobil HoldingsXOM | 0.3% | $2m | 13,134 | +7% |
| Capital SouthwestCSWC | 0.3% | $2m | 74,653 | +5% |
| First TR Exchange-Traded FDWCMI | 0.3% | $2m | 90,588 | +14% |
| Gladstone InvestmentGAIN | 0.3% | $2m | 113,833 | -4% |
| Arista NetworksANET | 0.3% | $2m | 10,357 | +20% |
| Philip Morris InternationalPM | 0.3% | $2m | 9,672 | -6% |
| Dimensional ETF TrustDFAT | 0.3% | $2m | 24,802 | -2% |
| Gladstone CapitalGLAD | 0.3% | $2m | 89,112 | +31% |
| Blue Owl CapitalOBDC | 0.3% | $2m | 158,296 | +40% |
| Main Street CapitalMAIN | 0.3% | $2m | 33,016 | +15% |
| Hercules CapitalHTGC | 0.3% | $2m | 108,546 | +10% |
| Tidal Trust IRISR | 0.3% | $2m | 46,372 | New |
| Morgan Stanley Direct Lending FundMSDL | 0.3% | $2m | 110,870 | +29% |
| Ares CapitalARCC | 0.3% | $2m | 89,789 | +7% |
| Fidus InvestmentFDUS | 0.3% | $2m | 85,990 | +8% |
| First TR Exchange-Traded FDRDVI | 0.3% | $2m | 55,544 | +4% |
| Texas InstrumentsTXN | 0.3% | $2m | 5,371 | -13% |
| Goldman Sachs ETF TRGPIX | 0.3% | $2m | 28,356 | +4% |
| Sixth Street Specialty LendingTSLX | 0.3% | $2m | 90,379 | +21% |
| Ishares TRIWD | 0.3% | $2m | 6,370 | +69% |
| Golub Capital BDCGBDC | 0.3% | $2m | 118,331 | Held |
| Spdr Series TrustCWB | 0.3% | $2m | 14,037 | Held |
| Berkshire HathawayBRK-B | 0.3% | $2m | 3,015 | +15% |
| ChevronCVX | 0.3% | $2m | 9,054 | -9% |
| Verizon CommunicationsVZ | 0.3% | $1m | 34,442 | Held |
| Home DepotHD | 0.3% | $1m | 3,992 | +3% |
| First TR Exchange-Traded FDHYLS | 0.3% | $1m | 34,598 | +2% |
| TJX CompaniesTJX | 0.3% | $1m | 9,175 | +2% |
| ASML Holding NVASML | 0.3% | $1m | 696 | +17% |
| First TR Exchng Traded FD VIUCON | 0.3% | $1m | 54,551 | +3% |
| First TR Exchng Traded FD VIBUFZ | 0.3% | $1m | 48,282 | +3% |
| First TR Exchange-Traded FDFTCS | 0.3% | $1m | 14,278 | Held |
| BNY Mellon ETF Trust IIBKDV | 0.3% | $1m | 39,960 | +28% |
| W.W. GraingerGWW | 0.2% | $1m | 954 | -9% |
| Ishares TRIEFA | 0.2% | $1m | 20,663 | Held |
| MastercardMA | 0.2% | $1m | 2,485 | Held |
| Union PacificUNP | 0.2% | $1m | 4,577 | Held |
| Spdr Gold TRGLD | 0.2% | $1m | 3,342 | +2% |
| T Rowe Price Exchange-TradedTCHP | 0.2% | $1m | 24,205 | Held |
| First TR Exchange-Traded FDFTSL | 0.2% | $1m | 26,140 | +4% |
| Procter & GamblePG | 0.2% | $1m | 7,739 | +13% |
| Ishares Bitcoin Trust ETFIBIT | 0.2% | $1m | 33,781 | Held |
| NetflixNFLX | 0.2% | $1m | 15,551 | +5% |
| O'Reilly AutomotiveORLY | 0.2% | $1m | 12,046 | +2% |
| Parker-HannifinPH | 0.2% | $1m | 1,108 | +6% |
| Eli LillyLLY | 0.2% | $1m | 897 | +7% |
| Dimensional ETF TrustDFEM | 0.2% | $1m | 25,768 | -5% |
Showing the largest 100 of 377.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 18.7% since 30 June 2025.
Where the money is
Everyday goods13.5%
Technology10.6%
Industrials10.2%
Retail & consumer8.7%
Financial services5.2%
Media & telecom3.0%
Energy2.6%
Health care2.4%
Materials0.9%
Real estate0.7%
Utilities0.4%
Other41.8%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.