Legacy Capital Wealth Partners, LLC Portfolio Holdings

Legacy Capital Wealth Partners, LLC

  • $463 Million
  • Q3 2025

Legacy Capital Wealth Partners, LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $463 Million distributed in 378 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $54.5M, Spdr S&P 500 ETF Trust with a value of $41.3M, Hunt J B Transport Services Inc with a value of $16M, Tesla, Inc. with a value of $12.8M, and First Trust Rising Dividend Ac with a value of $10.5M.

Examining the 13F form we can see an increase of $18.4M in the current position value, from $445M to 463M.

Legacy Capital Wealth Partners, LLC is based out at Little Rock, AR

Below you can find more details about Legacy Capital Wealth Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $463 Million
ETFs: $186 Million
Consumer Defensive: $63.5 Million
Financial Services: $45.5 Million
Technology: $36 Million
Consumer Cyclical: $35.4 Million
Industrials: $28.2 Million
Healthcare: $14.9 Million
Energy: $14.1 Million
Other: $20 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$279B
$54.5 Million 11.78% of portfolio
529,223
Q3 2025 Added 0.53%
$0
$41.3 Million 8.92% of portfolio
61,969
Q3 2025 Reduced 1.66%
$16.9B
$16 Million 3.46% of portfolio
119,383
Q3 2025 Added 0.04%
$1.29T
$12.8 Million 2.77% of portfolio
28,875
Q3 2025 Reduced 11.07%
$0
$10.5 Million 2.28% of portfolio
156,653
Q3 2025 Reduced 1.22%
$0
$8.81 Million 1.9% of portfolio
13,163
Q3 2025 Reduced 6.08%
$0
$8.55 Million 1.85% of portfolio
64,552
Q3 2025 Reduced 1.39%
$0
$8.47 Million 1.83% of portfolio
151,428
Q3 2025 Added 23.08%
$0
$8.45 Million 1.82% of portfolio
92,092
Q3 2025 Added 28.56%
$0
$8.34 Million 1.8% of portfolio
75,347
Q3 2025 Reduced 0.79%
$7.33B
$7.71 Million 1.66% of portfolio
382,356
Q3 2025 Reduced 34.34%
$0
$7.32 Million 1.58% of portfolio
11,950
Q3 2025 Reduced 7.26%
$465B
$7.12 Million 1.54% of portfolio
38,149
Q3 2025 Reduced 5.54%
$0
$6.23 Million 1.35% of portfolio
120,037
Q3 2025 Reduced 2.52%
$4.3T
$6.16 Million 1.33% of portfolio
24,210
Q3 2025 Reduced 3.94%
$64.7B
$5.95 Million 1.29% of portfolio
53,105
Q3 2025 Reduced 10.47%
$0
$4.33 Million 0.93% of portfolio
164,757
Q3 2025 Reduced 0.44%
$0
$4.12 Million 0.89% of portfolio
40,963
Q3 2025 Reduced 1.15%
$2.39T
$3.93 Million 0.85% of portfolio
17,900
Q3 2025 Reduced 4.97%
$0
$3.73 Million 0.8% of portfolio
73,404
Q3 2025 Added 4.89%
$0
$3.35 Million 0.72% of portfolio
73,233
Q3 2025 Added 16.56%
$0
$3.35 Million 0.72% of portfolio
86,899
Q3 2025 Added 6.75%
$5.22B
$3.15 Million 0.68% of portfolio
61,838
Q3 2025 Added 0.1%
$1.37T
$2.95 Million 0.64% of portfolio
4,011
Q3 2025 Added 3.19%
$3.22B
$2.87 Million 0.62% of portfolio
53,174
Q2 2025 Added 8.27%
$11.9B
$2.78 Million 0.6% of portfolio
36,425
Q3 2025 Added 10.64%
$0
$2.7 Million 0.58% of portfolio
52,889
Q3 2025 Reduced 1.5%
$1.65T
$2.46 Million 0.53% of portfolio
10,120
Q3 2025 Added 12.81%
$0
$2.48 Million 0.53% of portfolio
78,963
Q3 2025 Added 23.22%
$0
$2.32 Million 0.5% of portfolio
53,417
Q3 2025 Added 0.33%
$0
$2.22 Million 0.48% of portfolio
55,324
Q2 2025 Reduced 4.74%
$0
$2.15 Million 0.46% of portfolio
37,578
Q3 2025 Added 4.14%
$533B
$2.13 Million 0.46% of portfolio
6,253
Q3 2025 Added 0.51%
$0
$2.09 Million 0.45% of portfolio
66,063
Q3 2025 Added 4.08%
$0
$2.07 Million 0.45% of portfolio
7,062
Q3 2025 Added 9.22%
$139B
$1.98 Million 0.43% of portfolio
6,013
Q3 2025 Added 2.19%
$881B
$1.88 Million 0.41% of portfolio
5,968
Q3 2025 Reduced 4.66%
$0
$1.88 Million 0.41% of portfolio
29,929
Q3 2025 Added 2.34%
$0
$1.84 Million 0.4% of portfolio
18,445
Q3 2025 Added 1.6%
$237B
$1.75 Million 0.38% of portfolio
10,804
Q3 2025 Added 2.74%
$0
$1.72 Million 0.37% of portfolio
17,875
Q3 2025 Reduced 1.12%
$0
$1.71 Million 0.37% of portfolio
41,923
Q3 2025 Reduced 0.14%
$0
$1.69 Million 0.36% of portfolio
18,051
Q3 2025 Added 0.4%
$303B
$1.69 Million 0.36% of portfolio
10,865
Q3 2025 Added 6.38%
$4.4B
$1.63 Million 0.35% of portfolio
25,648
Q3 2025 Reduced 2.29%
$490B
$1.59 Million 0.34% of portfolio
14,124
Q3 2025 Reduced 0.95%
$0
$1.57 Million 0.34% of portfolio
8,422
Q3 2025 Added 0.01%
$2.24B
$1.54 Million 0.33% of portfolio
81,662
Q3 2025 Reduced 0.45%
$367B
$1.52 Million 0.33% of portfolio
3,761
Q3 2025 Added 6.27%

Summary

  • Portfolio
  • No. of Stocks 378
  • Current Value $463 Million
  • Prior Value $445 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 168 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 151 stocks
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