Legacy Capital Wealth Partners, LLC
386 holdingsFiling period: 2026-03-31Current AUM: $519.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | 491.1K | $61.0M | $54.6M | 10.50% | -31,771 | 2026-03-31 |
| 2 | JBHT | HUNT J B TRANS SVCS INC | 106.1K | $22.5M | $28.8M | 5.55% | -13,289 | 2026-03-31 |
| 3 | DHI | D R HORTON INC | 108.4K | $14.9M | $15.5M | 2.98% | -- | 2026-03-31 |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | 162.1K | $10.6M | $12.5M | 2.41% | +11.5K | 2026-03-31 |
| 5 | TSLA | TESLA INC | 26.0K | $9.7M | $8.1M | 1.56% | +1.4K | 2026-03-31 |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | 73.6K | $9.1M | $10.5M | 2.02% | +7.7K | 2026-03-31 |
| 7 | RWL | INVESCO EXCH TRADED FD TR II | 78.7K | $8.4M | $9.6M | 1.84% | +6.2K | 2026-03-31 |
| 8 | FJUN | FIRST TR EXCHNG TRADED FD VI | 147.5K | $8.3M | $8.9M | 1.71% | +6.6K | 2026-03-31 |
| 9 | IVV | ISHARES TR | 12.1K | $7.9M | $9.1M | 1.75% | -153 | 2026-03-31 |
| 10 | GAP | GAP INC | 303.6K | $7.3M | $6.1M | 1.17% | -75,000 | 2026-03-31 |
| 11 | PKW | INVESCO EXCHANGE TRADED FD T | 58.8K | $7.0M | $7.8M | 1.50% | +3 | 2026-03-31 |
| 12 | NVDA | NVIDIA CORPORATION | 39.5K | $6.9M | $7.9M | 1.52% | +1.6K | 2026-03-31 |
| 13 | VOO | VANGUARD INDEX FDS | 11.2K | $6.7M | $7.7M | 1.47% | -342 | 2026-03-31 |
| 14 | AAPL | APPLE INC | 25.1K | $6.4M | $7.8M | 1.49% | +652 | 2026-03-31 |
| 15 | FAUG | FIRST TR EXCHNG TRADED FD VI | 115.3K | $6.0M | $6.6M | 1.27% | +4.5K | 2026-03-31 |
| 16 | EOG | EOG RES INC | 40.1K | $5.8M | $6.0M | 1.15% | -13,033 | 2026-03-31 |
| 17 | YMAR | FIRST TR EXCHNG TRADED FD VI | 159.6K | $4.3M | $4.6M | 0.88% | +5.6K | 2026-03-31 |
| 18 | JAAA | JANUS DETROIT STR TR | 83.9K | $4.2M | $4.2M | 0.81% | +510 | 2026-03-31 |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | 20.3K | $3.9M | $4.4M | 0.84% | -- | 2026-03-31 |
| 20 | AMZN | AMAZON COM INC | 18.0K | $3.7M | $4.9M | 0.94% | +424 | 2026-03-31 |
| 21 | MSFT | MICROSOFT CORP | 10.0K | $3.7M | $4.6M | 0.89% | +410 | 2026-03-31 |
| 22 | GLDM | WORLD GOLD TR | 38.9K | $3.6M | $3.1M | 0.60% | -52 | 2026-03-31 |
| 23 | META | META PLATFORMS INC | 6.2K | $3.6M | $3.5M | 0.67% | +2.0K | 2026-03-31 |
| 24 | GOOGL | ALPHABET INC | 11.3K | $3.3M | $4.0M | 0.77% | +927 | 2026-03-31 |
| 25 | DFAU | DIMENSIONAL ETF TRUST | 66.0K | $3.0M | $3.4M | 0.66% | -4,035 | 2026-03-31 |
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