Legacy Capital Wealth Partners, LLC Portfolio Holdings

Legacy Capital Wealth Partners, LLC

  • $445 Million
  • Q2 2025

Legacy Capital Wealth Partners, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $445 Million distributed in 366 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $51.5M, Spdr S&P 500 ETF Trust with a value of $38.9M, Hunt J B Transport Services Inc with a value of $17.1M, Gap Inc with a value of $11.7M, and Tesla, Inc. with a value of $10.3M.

Examining the 13F form we can see an increase of $7.31M in the current position value, from $437M to 445M.

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 $445 Million
ETFs: $177 Million
Consumer Defensive: $60.9 Million
Financial Services: $44.6 Million
Consumer Cyclical: $36.1 Million
Technology: $32.3 Million
Industrials: $28 Million
Energy: $15.1 Million
Healthcare: $14.9 Million
Other: $19 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$51.5 Million 11.58% of portfolio
526,414
Q2 2025 Added 2.04%
$14.8B
$17.1 Million 3.85% of portfolio
119,333
Q4 2024 Reduced 3.49%
$7.33B
$11.7 Million 2.64% of portfolio
582,356
Q2 2025 Reduced 14.77%
$1.08T
$10.3 Million 2.32% of portfolio
32,469
Q2 2025 Added 1,103.0%
$69.2B
$7.09 Million 1.6% of portfolio
59,316
Q2 2025 Reduced 1.85%
$456B
$6.38 Million 1.44% of portfolio
40,387
Q2 2025 Reduced 3.95%
$3.69T
$5.17 Million 1.16% of portfolio
25,204
Q2 2025 Added 2.94%
$3.95T
$4.49 Million 1.01% of portfolio
9,019
Q2 2025 Added 0.03%
$2.26T
$4.13 Million 0.93% of portfolio
18,836
Q2 2025 Added 4.73%
$5.84B
$2.91 Million 0.65% of portfolio
61,775
Q2 2025 Added 0.08%
$1.78T
$2.87 Million 0.65% of portfolio
3,887
Q2 2025 Added 2.24%
$551B
$2.21 Million 0.5% of portfolio
6,221
Q2 2025 Reduced 1.39%
$2.86B
$2.07 Million 0.46% of portfolio
53,174
Q2 2025 Added 8.27%
$261B
$1.92 Million 0.43% of portfolio
10,516
Q2 2025 Added 3.85%
$859B
$1.81 Million 0.41% of portfolio
6,260
Q2 2025 Reduced 10.65%
$127B
$1.62 Million 0.36% of portfolio
5,884
Q2 2025 Added 7.75%
$442B
$1.54 Million 0.35% of portfolio
14,259
Q2 2025 Reduced 93.13%
$5.02B
$1.55 Million 0.35% of portfolio
26,250
Q2 2025 Reduced 4.31%
$2.54B
$1.58 Million 0.35% of portfolio
107,781
Q2 2025 Reduced 2.88%
$2.45B
$1.5 Million 0.34% of portfolio
82,035
Q2 2025 Reduced 3.03%
$182B
$1.49 Million 0.33% of portfolio
34,404
Q2 2025 Reduced 9.97%
$0
$1.48 Million 0.33% of portfolio
61,987
Q2 2025 Reduced 3.1%
$302B
$1.46 Million 0.33% of portfolio
10,213
Q2 2025 Reduced 15.82%
$4.98B
$1.46 Million 0.33% of portfolio
47,467
Q2 2025 Reduced 3.0%
$0
$1.46 Million 0.33% of portfolio
102,257
Q2 2025 Reduced 3.61%
$545B
$1.44 Million 0.32% of portfolio
1,072
Q2 2025 Reduced 10.82%
$0
$1.42 Million 0.32% of portfolio
64,767
Q2 2025 Reduced 3.04%
$0
$1.33 Million 0.3% of portfolio
66,037
Q2 2025 Reduced 2.68%
$405B
$1.3 Million 0.29% of portfolio
3,539
Q2 2025 Added 3.27%
$628M
$1.3 Million 0.29% of portfolio
59,024
Q2 2025 Reduced 2.02%
$68B
$1.25 Million 0.28% of portfolio
27,650
Q2 2025 Added 14.55%
$555M
$1.26 Million 0.28% of portfolio
89,257
Q2 2025 Reduced 3.08%
$150B
$1.23 Million 0.28% of portfolio
4,131
Q2 2025 Added 0.61%
$548B
$1.21 Million 0.27% of portfolio
2,156
Q2 2025 Reduced 1.87%
$5.27B
$1.22 Million 0.27% of portfolio
91,136
Q2 2025 Reduced 2.54%
$367B
$1.16 Million 0.26% of portfolio
8,477
Q2 2025 Added 26.37%
$135B
$1.09 Million 0.25% of portfolio
4,755
Q2 2025 Reduced 7.83%
$245B
$1.11 Million 0.25% of portfolio
3,561
Q2 2025 Added 4.52%
$155B
$1.05 Million 0.24% of portfolio
17,159
Q2 2025 Added 0.8%
$48.5B
$1.03 Million 0.23% of portfolio
988
Q2 2025 Added 1.65%
$621B
$1.03 Million 0.23% of portfolio
2,121
Q2 2025 Added 4.9%
$201B
$971,000 0.22% of portfolio
1,234
Q2 2025 Reduced 1.44%
$61.9B
$922,000 0.21% of portfolio
3,447
Q2 2025 Reduced 4.99%
$122B
$909,000 0.2% of portfolio
10,436
Q2 2025 Reduced 3.42%
$6.4B
$898,000 0.2% of portfolio
9,968
Q2 2025 Added 1,438.27%
$19B
$824,000 0.19% of portfolio
6,800
Q2 2025 Reduced 0.4%
$70.4B
$852,000 0.19% of portfolio
13,577
Q2 2025 Reduced 9.87%
$101B
$858,000 0.19% of portfolio
3,928
Q2 2025 Reduced 6.92%
$368B
$862,000 0.19% of portfolio
5,416
Q2 2025 Reduced 5.25%

Summary

  • Portfolio
  • No. of Stocks 366
  • Current Value $445 Million
  • Prior Value $437 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 53 stocks
  • Additional Purchases 120 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 174 stocks
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email