Legacy Capital Wealth Partners, LLC Portfolio Holdings

Legacy Capital Wealth Partners, LLC

  • $458 Million
  • Q4 2025

Legacy Capital Wealth Partners, LLC has filed its 13F form on January 16, 2026 for Q4 2025 where it was disclosed a total value porftolio of $458 Million distributed in 376 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Walmart Inc. with a value of $53.8M, Spdr S&P 500 ETF Trust with a value of $43.8M, Hunt J B Transport Services Inc with a value of $19.4M, First Trust Rising Dividend Ac with a value of $10.1M, and Tesla, Inc. with a value of $10.1M.

Examining the 13F form we can see an decrease of $4.58M in the current position value, from $463M to 458M.

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 $458 Million
ETFs: $178 Million
Consumer Defensive: $61.8 Million
Financial Services: $44.8 Million
Technology: $38.1 Million
Industrials: $32.3 Million
Consumer Cyclical: $31.8 Million
Healthcare: $17.9 Million
Energy: $15 Million
Other: $20.3 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$43.8 Million 9.56% of portfolio
65,862
Q4 2025 Added 6.28%
$0
$10.1 Million 2.2% of portfolio
150,627
Q4 2025 Reduced 3.85%
$0
$8.28 Million 1.81% of portfolio
12,259
Q4 2025 Reduced 6.87%
$0
$8.12 Million 1.77% of portfolio
72,517
Q4 2025 Reduced 3.76%
$0
$7.9 Million 1.72% of portfolio
140,953
Q4 2025 Reduced 6.92%
$0
$7.58 Million 1.65% of portfolio
58,755
Q4 2025 Reduced 8.98%
$0
$7.1 Million 1.55% of portfolio
11,493
Q4 2025 Reduced 3.82%
$0
$5.76 Million 1.26% of portfolio
110,793
Q4 2025 Reduced 7.7%
$0
$4.22 Million 0.92% of portfolio
83,344
Q4 2025 Added 13.54%
$0
$4.08 Million 0.89% of portfolio
154,010
Q4 2025 Reduced 6.52%
$0
$3.87 Million 0.84% of portfolio
42,259
Q4 2025 Reduced 54.11%
$0
$3.32 Million 0.72% of portfolio
86,010
Q4 2025 Reduced 1.02%
$0
$3.22 Million 0.7% of portfolio
69,992
Q4 2025 Reduced 4.43%
$11.9B
$3.15 Million 0.69% of portfolio
38,950
Q4 2025 Added 6.93%
$0
$2.51 Million 0.55% of portfolio
78,481
Q4 2025 Reduced 0.61%
$0
$2.34 Million 0.51% of portfolio
53,688
Q4 2025 Added 0.51%
$0
$2.2 Million 0.48% of portfolio
71,190
Q4 2025 Added 7.76%
$0
$2.21 Million 0.48% of portfolio
54,879
Q4 2025 Reduced 0.8%
$0
$2.08 Million 0.45% of portfolio
20,652
Q4 2025 Reduced 49.58%
$0
$2.02 Million 0.44% of portfolio
7,035
Q4 2025 Reduced 0.38%
$0
$1.91 Million 0.42% of portfolio
19,618
Q4 2025 Added 6.36%
$0
$1.85 Million 0.4% of portfolio
30,718
Q4 2025 Added 2.64%
$0
$1.78 Million 0.39% of portfolio
25,120
Q4 2025 Added 54.53%
$0
$1.74 Million 0.38% of portfolio
18,242
Q4 2025 Added 1.06%
$0
$1.69 Million 0.37% of portfolio
17,638
Q4 2025 Reduced 1.33%
$0
$1.72 Million 0.37% of portfolio
41,923
Q3 2025 Reduced 0.14%
$0
$1.65 Million 0.36% of portfolio
44,456
Q4 2025 Added 26.03%
$0
$1.58 Million 0.34% of portfolio
8,429
Q4 2025 Added 0.08%
$0
$1.48 Million 0.32% of portfolio
19,904
Q4 2025 Reduced 1.25%
$0
$1.37 Million 0.3% of portfolio
14,953
Q4 2025 Reduced 0.9%
$0
$1.39 Million 0.3% of portfolio
11,890
Q4 2025 Added 2.17%
$0
$1.39 Million 0.3% of portfolio
33,268
Q4 2025 Added 1.58%
$0
$1.3 Million 0.28% of portfolio
51,772
Q4 2025 Added 3.07%
$130B
$1.25 Million 0.27% of portfolio
3,313
Q4 2025 Added 0.15%
$0
$1.17 Million 0.26% of portfolio
25,462
Q4 2025 Added 4.56%
$0
$1.21 Million 0.26% of portfolio
24,778
Q4 2025 Reduced 0.83%
$0
$1.2 Million 0.26% of portfolio
13,559
Q4 2025 Added 69.89%
$0
$1.19 Million 0.26% of portfolio
43,738
Q4 2025 Reduced 17.05%
$0
$1.11 Million 0.24% of portfolio
12,526
Q4 2025 Added 2.99%
$0
$1.03 Million 0.23% of portfolio
9,010
Q4 2025 Reduced 0.36%
$0
$1.05 Million 0.23% of portfolio
18,520
Q4 2025 Added 11.58%
$0
$1.06 Million 0.23% of portfolio
11,960
Q4 2025 Added 127.25%
$0
$1.04 Million 0.23% of portfolio
11,312
Q4 2025 Added 119.01%
$0
$1.01 Million 0.22% of portfolio
12,787
Q4 2025 Reduced 9.7%
$0
$1.01 Million 0.22% of portfolio
12,455
Q4 2025 Reduced 4.97%
$0
$961,000 0.21% of portfolio
15,679
Q4 2025 Added 5.0%
$0
$967,000 0.21% of portfolio
7,070
Q4 2025 Added 0.87%
$0
$863,000 0.19% of portfolio
9,947
Q4 2025 Added 132.52%
$0
$878,000 0.19% of portfolio
4,288
Q4 2025 Reduced 22.49%

Summary

  • Portfolio
  • No. of Stocks 376
  • Current Value $458 Million
  • Prior Value $463 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 16, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 25 stocks
  • Additional Purchases 142 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 180 stocks
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