Legacy Capital Wealth Partners, LLC
379 holdingsFiling period: 2026-06-30Current AUM: $522.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | WMT | Walmart Inc | 537.3K | $60.9M | $64.6M | 12.38% | +46.2K | 2026-06-30 |
| 2 | JBHT | Hunt J B Trans Svcs Inc | 117.2K | $33.9M | $26.3M | 5.04% | +11.1K | 2026-06-30 |
| 3 | DHI | D R Horton Inc | 100.8K | $16.4M | $14.8M | 2.83% | -7,531 | 2026-06-30 |
| 4 | RDVY | First TR Exchange Traded FD | 161.2K | $12.5M | $12.1M | 2.33% | -851 | 2026-06-30 |
| 5 | TSLA | Tesla Inc | 23.7K | $10.0M | $9.3M | 1.78% | -2,300 | 2026-06-30 |
| 6 | RWL | Invesco Exch Traded FD TR II | 79.1K | $9.3M | $9.9M | 1.89% | +408 | 2026-06-30 |
| 7 | FJUN | First TR Exchng Traded FD VI | 150.6K | $9.0M | $9.2M | 1.77% | +3.0K | 2026-06-30 |
| 8 | IVV | iShares TR | 12.0K | $9.0M | $9.2M | 1.76% | -127 | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 41.4K | $8.3M | $8.9M | 1.71% | +1.9K | 2026-06-30 |
| 10 | PKW | Invesco Exchange Traded FD T | 58.5K | $7.5M | $7.9M | 1.52% | -231 | 2026-06-30 |
| 11 | AAPL | Apple Inc | 25.5K | $7.4M | $8.8M | 1.68% | +397 | 2026-06-30 |
| 12 | VOO | Vanguard Index Fds | 10.5K | $7.2M | $7.4M | 1.41% | -654 | 2026-06-30 |
| 13 | SPYI | Neos ETF Trust | 125.9K | $6.7M | $6.7M | 1.28% | -- | 2026-06-30 |
| 14 | FAUG | First TR Exchng Traded FD VI | 118.1K | $6.7M | $6.8M | 1.31% | +2.8K | 2026-06-30 |
| 15 | INTC | Intel Corp | 44.4K | $6.2M | $4.0M | 0.77% | -4,855 | 2026-06-30 |
| 16 | GAP | Gap Inc | 303.9K | $5.7M | $6.8M | 1.30% | +323 | 2026-06-30 |
| 17 | EOG | Eog Res Inc | 40.3K | $5.2M | $6.6M | 1.26% | +183 | 2026-06-30 |
| 18 | SPY | State Str Spdr S&P 500 ETF T | 18.7K | $5.0M | $5.1M | 0.98% | -54,845 | 2026-06-30 |
| 19 | GOOGL | Alphabet Inc | 13.6K | $4.9M | $4.3M | 0.83% | +2.3K | 2026-06-30 |
| 20 | JAAA | Janus Detroit Str TR | 92.6K | $4.7M | $4.7M | 0.90% | +8.8K | 2026-06-30 |
| 21 | YMAR | First TR Exchng Traded FD VI | 162.1K | $4.6M | $4.6M | 0.88% | +2.4K | 2026-06-30 |
| 22 | MSFT | Microsoft Corp | 10.7K | $4.0M | $5.7M | 1.09% | +742 | 2026-06-30 |
| 23 | AMZN | Amazon.com Inc | 16.6K | $4.0M | $4.1M | 0.79% | -1,348 | 2026-06-30 |
| 24 | META | Meta Platforms Inc | 6.2K | $3.5M | $3.9M | 0.75% | -26 | 2026-06-30 |
| 25 | DFAC | Dimensional ETF Trust | 74.7K | $3.3M | $3.4M | 0.64% | +54 | 2026-06-30 |
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