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
$0
$1.52 Million 0.34% of portfolio
20,658
Q2 2025 Reduced 0.06%
$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%
$300B
$1.46 Million 0.33% of portfolio
10,213
Q2 2025 Reduced 15.82%
$0
$1.49 Million 0.33% of portfolio
8,421
Q2 2025 Added 3.82%
$4.39B
$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%
$517B
$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%
$0
$1.34 Million 0.3% of portfolio
18,425
Q2 2025 Reduced 15.54%
$404B
$1.3 Million 0.29% of portfolio
3,539
Q2 2025 Added 3.27%
$0
$1.3 Million 0.29% of portfolio
14,264
Q2 2025 Reduced 4.23%
$0
$1.28 Million 0.29% of portfolio
11,738
Q2 2025 Reduced 28.22%
$607M
$1.3 Million 0.29% of portfolio
59,024
Q2 2025 Reduced 2.02%
$0
$1.28 Million 0.29% of portfolio
48,224
Q2 2025 New
$545M
$1.26 Million 0.28% of portfolio
89,257
Q2 2025 Reduced 3.08%
$154B
$1.23 Million 0.28% of portfolio
4,131
Q2 2025 Added 0.61%
$0
$1.26 Million 0.28% of portfolio
30,019
Q2 2025 Reduced 4.74%
$551B
$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%
$0
$1.2 Million 0.27% of portfolio
48,029
Q2 2025 Reduced 5.9%
$0
$1.16 Million 0.26% of portfolio
25,661
Q2 2025 Added 9.6%
$367B
$1.16 Million 0.26% of portfolio
8,477
Q2 2025 Added 26.37%
$144B
$1.09 Million 0.25% of portfolio
4,755
Q2 2025 Reduced 7.83%
$331B
$1.11 Million 0.25% of portfolio
3,561
Q2 2025 Added 4.52%
$149B
$1.05 Million 0.24% of portfolio
17,159
Q2 2025 Added 0.8%
$0
$1.05 Million 0.24% of portfolio
22,922
Q2 2025 Reduced 8.22%
$0
$1.06 Million 0.24% of portfolio
30,715
Q2 2025 New
$48.2B
$1.03 Million 0.23% of portfolio
988
Q2 2025 Added 1.65%
$122B
$1.01 Million 0.23% of portfolio
3,308
Q2 2025 Reduced 0.54%
$654B
$1.03 Million 0.23% of portfolio
2,121
Q2 2025 Added 4.9%
$0
$994,000 0.22% of portfolio
7,169
Q2 2025 Added 0.39%
$0
$994,000 0.22% of portfolio
8,882
Q2 2025 Added 0.4%
$192B
$971,000 0.22% of portfolio
1,234
Q2 2025 Reduced 1.44%
$65.6B
$922,000 0.21% of portfolio
3,447
Q2 2025 Reduced 4.99%
$0
$934,000 0.21% of portfolio
14,105
Q2 2025 Reduced 4.82%
$0
$915,000 0.21% of portfolio
17,829
Q2 2025 Reduced 32.12%
$127B
$909,000 0.2% of portfolio
10,436
Q2 2025 Reduced 3.42%
$0
$910,000 0.2% of portfolio
2,681
Q2 2025 New
$0
$903,000 0.2% of portfolio
10,826
Q2 2025 Reduced 15.18%
$6.59B
$898,000 0.2% of portfolio
9,968
Q2 2025 Added 1,438.27%
$19.8B
$824,000 0.19% of portfolio
6,800
Q2 2025 Reduced 0.4%
$78.1B
$852,000 0.19% of portfolio
13,577
Q2 2025 Reduced 9.87%
$99B
$858,000 0.19% of portfolio
3,928
Q2 2025 Reduced 6.92%
$360B
$862,000 0.19% of portfolio
5,416
Q2 2025 Reduced 5.25%
$154B
$853,000 0.19% of portfolio
3,848
Q2 2025 Reduced 10.59%
$79.7B
$825,000 0.19% of portfolio
11,106
Q2 2025 Reduced 1.4%
$233B
$831,000 0.19% of portfolio
6,112
Q2 2025 Added 2.04%

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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