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

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%
$0
$38.9 Million 8.76% of portfolio
63,014
Q2 2025 Reduced 16.75%
$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%
$0
$9.95 Million 2.24% of portfolio
158,580
Q2 2025 Reduced 5.1%
$0
$8.7 Million 1.96% of portfolio
14,015
Q2 2025 Reduced 6.5%
$0
$8.09 Million 1.82% of portfolio
65,461
Q2 2025 Reduced 6.0%
$0
$7.92 Million 1.78% of portfolio
75,944
Q2 2025 Reduced 5.51%
$0
$7.32 Million 1.65% of portfolio
12,886
Q2 2025 Reduced 4.44%
$69.2B
$7.09 Million 1.6% of portfolio
59,316
Q2 2025 Reduced 1.85%
$0
$6.6 Million 1.49% of portfolio
123,036
Q2 2025 New
$0
$6.57 Million 1.48% of portfolio
71,633
Q2 2025 Added 387.73%
$456B
$6.38 Million 1.44% of portfolio
40,387
Q2 2025 Reduced 3.95%
$0
$6.04 Million 1.36% of portfolio
123,141
Q2 2025 Reduced 2.16%
$3.69T
$5.17 Million 1.16% of portfolio
25,204
Q2 2025 Added 2.94%
$0
$4.22 Million 0.95% of portfolio
165,480
Q2 2025 Reduced 3.55%
$0
$4.17 Million 0.94% of portfolio
41,439
Q2 2025 Reduced 9.41%
$2.26T
$4.13 Million 0.93% of portfolio
18,836
Q2 2025 Added 4.73%
$0
$3.55 Million 0.8% of portfolio
69,981
Q2 2025 Added 0.51%
$0
$2.92 Million 0.66% of portfolio
81,408
Q2 2025 New
$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%
$0
$2.74 Million 0.62% of portfolio
15,079
Q2 2025 New
$0
$2.74 Million 0.62% of portfolio
53,696
Q2 2025 Added 0.99%
$0
$2.66 Million 0.6% of portfolio
62,827
Q2 2025 New
$0
$2.31 Million 0.52% of portfolio
22,147
Q2 2025 Added 826.27%
$551B
$2.21 Million 0.5% of portfolio
6,221
Q2 2025 Reduced 1.39%
$0
$2.2 Million 0.5% of portfolio
53,243
Q2 2025 Reduced 15.13%
$0
$2.16 Million 0.49% of portfolio
55,324
Q2 2025 Reduced 4.74%
$9.76B
$2.16 Million 0.49% of portfolio
32,922
Q2 2025 Added 0.47%
$0
$2.05 Million 0.46% of portfolio
36,085
Q2 2025 Added 4.06%
$2.86B
$2.07 Million 0.46% of portfolio
53,174
Q2 2025 Added 8.27%
$0
$1.95 Million 0.44% of portfolio
63,474
Q2 2025 Added 3.69%
$261B
$1.92 Million 0.43% of portfolio
10,516
Q2 2025 Added 3.85%
$0
$1.88 Million 0.42% of portfolio
64,083
Q2 2025 New
$0
$1.81 Million 0.41% of portfolio
6,466
Q2 2025 Reduced 6.18%
$0
$1.83 Million 0.41% of portfolio
29,246
Q2 2025 Reduced 0.73%
$859B
$1.81 Million 0.41% of portfolio
6,260
Q2 2025 Reduced 10.65%
$0
$1.73 Million 0.39% of portfolio
18,077
Q2 2025 Added 29.09%
$0
$1.65 Million 0.37% of portfolio
18,154
Q2 2025 Added 6.59%
$0
$1.66 Million 0.37% of portfolio
41,980
Q2 2025 New
$127B
$1.62 Million 0.36% of portfolio
5,884
Q2 2025 Added 7.75%
$0
$1.61 Million 0.36% of portfolio
17,979
Q2 2025 Reduced 22.34%
$1.21T
$1.58 Million 0.36% of portfolio
8,971
Q2 2025 Added 1.57%
$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%

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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