Legacy Capital Wealth Partners, LLC holds a diversified book of 385 stocks worth $485.4M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened DR Horton Inc and trimmed Walmart Inc. Their largest long position is Walmart Inc at 13% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1766228/holdings"
Use Arkolith to show Legacy Capital Wealth Partners, LLC's latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
58% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc COM | $61.0M | 491.1K | 12.6% | ▼−6.1% Reduced · −32K sh | |
| 2 | Hunt J B Trans Svcs Inc COM | $22.5M | 106.1K | 4.6% | ▼−11% Reduced · −13K sh | |
| 3 | D R Horton Inc COM | $14.9M | 108.4K | 3.1% | ▲New New position | |
| 4 | First TR Exchange Traded FD RISNG DIVD ACHIV | $10.6M | 162.1K | 2.2% | ▲+7.6% Added · +11K sh | |
| 5 | Tesla Inc COM | $9.7M | 26.0K | 2.0% | ▲+5.8% Added · +1K sh | |
| 6 | State STR SPDR S&P 500 ETF T TR UNIT | $9.1M | 73.6K | 1.9% | ▲+12% Added · +8K sh | |
| 7 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $8.4M | 78.7K | 1.7% | ▲+8.5% Added · +6K sh | |
| 8 | First TR Exchng Traded FD VI FT VEST US EQT | $8.3M | 147.5K | 1.7% | ▲+4.7% Added · +7K sh | |
| 9 | Ishares TR CORE S&P500 ETF | $7.9M | 12.1K | 1.6% | ▼−1.2% Reduced · −153 sh | |
| 10 | Gap Inc COM | $7.3M | 303.6K | 1.5% | ▼−20% Reduced · −75K sh | |
| 11 | Invesco Exchange Traded FD T BUYBACK ACHIEV | $7.0M | 58.8K | 1.4% | ▲~0% Added · +3 sh | |
| 12 | Nvidia Corporation COM | $6.9M | 39.5K | 1.4% | ▲+4.2% Added · +2K sh | |
| 13 | Vanguard Index FDS S&P 500 ETF SHS | $6.7M | 11.2K | 1.4% | ▼−3.0% Reduced · −342 sh | |
| 14 | Apple Inc COM | $6.4M | 25.1K | 1.3% | ▲+2.7% Added · +652 sh | |
| 15 | First TR Exchng Traded FD VI FT VEST US EQT | $6.0M | 115.3K | 1.2% | ▲+4.1% Added · +5K sh | |
| 16 | Eog Res Inc COM | $5.8M | 40.1K | 1.2% | ▼−25% Reduced · −13K sh | |
| 17 | First TR Exchng Traded FD VI FT VEST INTER EQ | $4.3M | 159.6K | 0.9% | ▲+3.6% Added · +6K sh | |
| 18 | Janus Detroit STR TR HENDRSON AAA CL | $4.2M | 83.9K | 0.9% | ▲+0.6% Added · +510 sh | |
| 19 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.9M | 20.3K | 0.8% | ▲New New position | |
| 20 | Amazon Com Inc COM | $3.7M | 18.0K | 0.8% | ▲+2.4% Added · +424 sh | |
| 21 | Microsoft Corp COM | $3.7M | 10.0K | 0.8% | ▲+4.3% Added · +410 sh | |
| 22 | World Gold TR SPDR GLD MINIS | $3.6M | 38.9K | 0.7% | ▼−0.1% Reduced · −52 sh | |
| 23 | Meta Platforms Inc CL A | $3.6M | 6.2K | 0.7% | ▲+48% Added · +2K sh | |
| 24 | Alphabet Inc CAP STK CL A | $3.3M | 11.3K | 0.7% | ▲+8.9% Added · +927 sh | |
| 25 | Dimensional ETF Trust US CORE EQT MKT | $3.0M | 66.0K | 0.6% | ▼−5.8% Reduced · −4K sh | |
| 26 | Dimensional ETF Trust US CORE EQUITY 2 | $2.9M | 74.6K | 0.6% | ▼−13% Reduced · −11K sh | |
| 27 | GMO ETF Trust GMO US VALUE | $2.9M | 102.7K | 0.6% | ▲+6.4% Added · +6K sh | |
| 28 | Bank Ozk Little Rock Ark COM | $2.8M | 61.7K | 0.6% | ▼−0.1% Reduced · −48 sh | |
| 29 | Symbotic Inc CLASS A COM | $2.8M | 52.5K | 0.6% | ▼−1.3% Reduced · −669 sh | |
| 30 | Pimco ETF TR ULTRA SHORT GOVT | $2.7M | 27.0K | 0.6% | ▲+0.1% Added · +28 sh | |
| 31 | Ishares TR PFD AND INCM SEC | $2.5M | 80.9K | 0.5% | ▲+14% Added · +10K sh | |
| 32 | Dimensional ETF Trust WORLD EX US CORE | $2.4M | 72.0K | 0.5% | ▼−8.3% Reduced · −7K sh | |
| 33 | Dimensional ETF Trust INTL CORE EQT MK | $2.4M | 60.9K | 0.5% | ▲+37% Added · +16K sh | |
| 34 | BlackRock Inc COM | $2.2M | 2.3K | 0.5% | ▲+417% Added · +2K sh | |
| 35 | Ishares TR CORE 30/70 CONSE | $2.2M | 54.9K | 0.5% | —Held | |
| 36 | Intel Corp COM | $2.2M | 49.3K | 0.4% | ▲+612% Added · +42K sh | |
| 37 | Global X FDS GLB X MLP ENRG I | $2.1M | 29.0K | 0.4% | ▼−5.5% Reduced · −2K sh | |
| 38 | T Rowe Price ETF Inc CAP APPRECIATION | $2.1M | 60.0K | 0.4% | ▲+22% Added · +11K sh | |
| 39 | Exxon Mobil Corp COM | $2.1M | 12.3K | 0.4% | ▼−13% Reduced · −2K sh | |
| 40 | American Centy ETF TR US SML CP VALU | $2.1M | 18.7K | 0.4% | ▼−4.8% Reduced · −941 sh | |
| 41 | Chevron Corporation COM | $2.1M | 10.0K | 0.4% | ▼−6.5% Reduced · −694 sh | |
| 42 | Pimco ETF TR ENHAN SHRT MA AC | $2.0M | 19.7K | 0.4% | ▼−4.5% Reduced · −927 sh | |
| 43 | ETF Ser Solutions APTUS COLLRD INV | $2.0M | 46.9K | 0.4% | ▼−13% Reduced · −7K sh | |
| 44 | Visa Inc COM CL A | $1.9M | 6.3K | 0.4% | ▲+1.9% Added · +117 sh | |
| 45 | Broadcom Inc COM | $1.9M | 6.1K | 0.4% | ▲+7.1% Added · +406 sh | |
| 46 | Proshares TR SHORT S&P 500 NE | $1.8M | 47.9K | 0.4% | ▲New New position | |
| 47 | JPMorgan Chase & Co COM | $1.8M | 6.2K | 0.4% | ▲+6.0% Added · +350 sh | |
| 48 | Lam Research Corp COM NEW | $1.8M | 8.4K | 0.4% | ▲+9.3% Added · +716 sh | |
| 49 | First TR Exchng Traded FD VI FT VEST US EQT | $1.8M | 42.1K | 0.4% | ▲+0.5% Added · +208 sh | |
| 50 | Verizon Communications Inc COM | $1.7M | 34.4K | 0.4% | ▲+3.6% Added · +1K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.