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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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