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
$152B
$853,000 0.19% of portfolio
3,848
Q2 2025 Reduced 10.59%
$78.6B
$825,000 0.19% of portfolio
11,106
Q2 2025 Reduced 1.4%
$229B
$831,000 0.19% of portfolio
6,112
Q2 2025 Added 2.04%
$452B
$866,000 0.19% of portfolio
5,671
Q2 2025 Reduced 4.21%
$351B
$853,000 0.19% of portfolio
4,597
Q2 2025 Added 6.86%
$207B
$839,000 0.19% of portfolio
6,766
Q2 2025 Reduced 1.67%
$203B
$806,000 0.18% of portfolio
27,868
Q2 2025 Added 6.83%
$6.61B
$799,000 0.18% of portfolio
757
Q2 2025 Reduced 5.73%
$439B
$806,000 0.18% of portfolio
815
Q2 2025 Added 8.38%
$58.4B
$768,000 0.17% of portfolio
17,886
Q2 2025 Reduced 3.29%
$40.5B
$735,000 0.17% of portfolio
3,025
Q2 2025 Reduced 3.01%
$306B
$776,000 0.17% of portfolio
10,969
Q2 2025 Reduced 0.44%
$177B
$773,000 0.17% of portfolio
3,974
Q2 2025 Added 3.87%
$112B
$755,000 0.17% of portfolio
2,609
Q2 2025 Reduced 2.14%
$1.24T
$693,000 0.16% of portfolio
3,908
Q2 2025 Reduced 3.03%
$77.3B
$719,000 0.16% of portfolio
3,858
Q2 2025 Added 2.72%
$169B
$712,000 0.16% of portfolio
1,312
Q2 2025 Reduced 5.75%
$182B
$708,000 0.16% of portfolio
1,343
Q2 2025 Reduced 9.44%
$41B
$703,000 0.16% of portfolio
5,545
Q2 2025 Added 3.82%
$608B
$700,000 0.16% of portfolio
898
Q2 2025 Reduced 18.44%
$1.27T
$715,000 0.16% of portfolio
3,160
Q2 2025 Reduced 22.13%
$83.2B
$709,000 0.16% of portfolio
3,336
Q2 2025 Added 62.57%
$63.8B
$685,000 0.15% of portfolio
6,788
Q2 2025 Reduced 12.71%
$51.7B
$654,000 0.15% of portfolio
2,608
Q2 2025 Added 85.75%
$5.87B
$649,000 0.15% of portfolio
22,818
Q2 2025 Added 0.58%
$302B
$676,000 0.15% of portfolio
8,439
Q2 2025 Reduced 0.93%
$95.7B
$670,000 0.15% of portfolio
1,307
Q2 2025 Added 4.56%
$173B
$604,000 0.14% of portfolio
8,807
Q2 2025 Reduced 3.04%
$155B
$639,000 0.14% of portfolio
5,177
Q2 2025 Added 0.17%
$113B
$637,000 0.14% of portfolio
1,377
Q2 2025 Added 0.58%
$121B
$609,000 0.14% of portfolio
12,609
Q2 2025 Reduced 7.03%
$94.5B
$601,000 0.14% of portfolio
1,199
Q2 2025 Reduced 2.6%
$19.9B
$606,000 0.14% of portfolio
1,624
Q2 2025 Added 0.43%
$94.7B
$612,000 0.14% of portfolio
836
Q2 2025 Added 5.82%
$142B
$609,000 0.14% of portfolio
2,285
Q2 2025 Added 4.15%
$61.1B
$628,000 0.14% of portfolio
1,963
Q2 2025 Reduced 2.58%
$13.8B
$556,000 0.13% of portfolio
3,827
Q2 2025 Added 149.97%
$229B
$562,000 0.13% of portfolio
3,849
Q2 2025 Reduced 13.89%
$26.8B
$574,000 0.13% of portfolio
5,183
Q2 2025 Reduced 2.92%
$233B
$590,000 0.13% of portfolio
8,444
Q2 2025 Reduced 10.31%
$95.8B
$586,000 0.13% of portfolio
12,933
Q2 2025 Added 4.3%
$19.1B
$545,000 0.12% of portfolio
21,508
Q2 2025 Reduced 1.11%
$51.4B
$549,000 0.12% of portfolio
4,304
Q2 2025 Added 14.77%
$141B
$546,000 0.12% of portfolio
7,873
Q2 2025 Reduced 2.32%
$684B
$517,000 0.12% of portfolio
2,369
Q2 2025 Reduced 8.85%
$141B
$514,000 0.12% of portfolio
14,423
Q2 2025 Added 3.53%
$48.7B
$538,000 0.12% of portfolio
3,699
Q2 2025 Added 1.82%
$6.58B
$548,000 0.12% of portfolio
10,398
Q2 2025 Added 0.57%
$13.6B
$545,000 0.12% of portfolio
2,131
Q2 2025 Reduced 0.14%

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
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