Legacy Capital Wealth Partners, LLC holds a diversified book of 377 stocks worth $521.4M as of Q2 2026 (disclosed Aug 12, 2026, a ~43-day 13F lag). This quarter they opened NEOS S&P 500 High Income ETF and trimmed DR Horton Inc. Their largest long position is Walmart Inc at 12% of the equity book.
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.
59% 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
Other tracked managers holding the same core names as Legacy Capital Wealth Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| OSAIC HOLDINGS, INC. | 80 / 80 | $15.2B |
| MORGAN STANLEY | 78 / 80 | $531.3B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $135.8B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $90.8B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $73.7B |
| LPL Financial LLC | 78 / 80 | $70.0B |
| Integrated Wealth Concepts LLC | 78 / 80 | $3.9B |
| Farther Finance Advisors, LLC | 78 / 80 | $2.6B |
Ranked by the share of each fund's own book sitting in the names it shares with Legacy Capital Wealth Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
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 | $60.9M | 537.3K | 11.7% | ▲+9.4% Added · +46K sh | |
| 2 | Hunt J B Trans Svcs Inc COM | $33.9M | 117.2K | 6.5% | ▲+10% Added · +11K sh | |
| 3 | D R Horton Inc COM | $16.4M | 100.8K | 3.2% | ▼−6.9% Reduced · −8K sh | |
| 4 | First TR Exchange Traded FD RISNG DIVD ACHIV | $12.5M | 161.2K | 2.4% | ▼−0.5% Reduced · −851 sh | |
| 5 | Tesla Inc COM | $10.0M | 23.7K | 1.9% | ▼−8.8% Reduced · −2K sh | |
| 6 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $9.3M | 79.1K | 1.8% | ▲+0.5% Added · +408 sh | |
| 7 | First TR Exchng Traded FD VI FT VEST US EQT | $9.0M | 150.6K | 1.7% | ▲+2.1% Added · +3K sh | |
| 8 | Ishares TR CORE S&P500 ETF | $9.0M | 12.0K | 1.7% | ▼−1.0% Reduced · −127 sh | |
| 9 | Nvidia Corporation COM | $8.3M | 41.4K | 1.6% | ▲+4.8% Added · +2K sh | |
| 10 | Invesco Exchange Traded FD T BUYBACK ACHIEV | $7.5M | 58.5K | 1.4% | ▼−0.4% Reduced · −231 sh | |
| 11 | Apple Inc COM | $7.4M | 25.5K | 1.4% | ▲+1.6% Added · +397 sh | |
| 12 | Vanguard Index FDS S&P 500 ETF SHS | $7.2M | 10.5K | 1.4% | ▼−5.9% Reduced · −654 sh | |
| 13 | NEOS ETF Trust NEOS S&P 500 HI | $6.7M | 125.9K | 1.3% | ▲New New position | |
| 14 | First TR Exchng Traded FD VI FT VEST US EQT | $6.7M | 118.1K | 1.3% | ▲+2.4% Added · +3K sh | |
| 15 | Intel Corp COM | $6.2M | 44.4K | 1.2% | ▼−9.8% Reduced · −5K sh | |
| 16 | Gap Inc COM | $5.7M | 303.9K | 1.1% | ▲+0.1% Added · +323 sh | |
| 17 | Eog Res Inc COM | $5.2M | 40.3K | 1.0% | ▲+0.5% Added · +183 sh | |
| 18 | State STR SPDR S&P 500 ETF T TR UNIT | $5.0M | 18.7K | 1.0% | ▼−75% Reduced · −55K sh | |
| 19 | Alphabet Inc CAP STK CL A | $4.9M | 13.6K | 0.9% | ▲+21% Added · +2K sh | |
| 20 | Janus Detroit STR TR HENDRSON AAA CL | $4.7M | 92.6K | 0.9% | ▲+10% Added · +9K sh | |
| 21 | First TR Exchng Traded FD VI FT VEST INTER EQ | $4.6M | 162.1K | 0.9% | ▲+1.5% Added · +2K sh | |
| 22 | Microsoft Corp COM | $4.0M | 10.7K | 0.8% | ▲+7.5% Added · +742 sh | |
| 23 | Amazon Com Inc COM | $4.0M | 16.6K | 0.8% | ▼−7.5% Reduced · −1K sh | |
| 24 | Meta Platforms Inc CL A | $3.5M | 6.2K | 0.7% | ▼−0.4% Reduced · −26 sh | |
| 25 | Dimensional ETF Trust US COR EQU 2 ETF | $3.3M | 74.7K | 0.6% | ▲+0.1% Added · +54 sh | |
| 26 | Bank Ozk Little Rock Ark COM | $3.2M | 61.9K | 0.6% | ▲+0.2% Added · +128 sh | |
| 27 | Lam Research Corp COM NEW | $3.2M | 7.3K | 0.6% | ▼−13% Reduced · −1K sh | |
| 28 | GMO ETF Trust GMO US VALUE | $3.1M | 105.2K | 0.6% | ▲+2.5% Added · +3K sh | |
| 29 | Dimensional ETF Trust US CORE EQT MKT | $3.1M | 60.0K | 0.6% | ▼−9.0% Reduced · −6K sh | |
| 30 | World Gold TR SPDR GLD MINIS | $3.1M | 39.0K | 0.6% | ▲+0.4% Added · +149 sh | |
| 31 | Symbotic Inc CLASS A COM | $2.9M | 63.5K | 0.5% | ▲+21% Added · +11K sh | |
| 32 | Pimco ETF TR ULTR SH GO AC FD | $2.7M | 27.0K | 0.5% | ▲+0.1% Added · +29 sh | |
| 33 | T Rowe Price Exchange-Traded CAP APPRECIATION | $2.7M | 66.3K | 0.5% | ▲+10% Added · +6K sh | |
| 34 | Kla Corp COM NEW | $2.7M | 8.9K | 0.5% | ▲11× Added · +8K sh | |
| 35 | Dimensional ETF Trust WORLD EX US CORE | $2.7M | 72.2K | 0.5% | ▲+0.3% Added · +258 sh | |
| 36 | Ishares TR PFD AND INCM SEC | $2.6M | 85.5K | 0.5% | ▲+5.7% Added · +5K sh | |
| 37 | Pimco ETF TR ENHAN SHRT MA AC | $2.6M | 25.5K | 0.5% | ▲+29% Added · +6K sh | |
| 38 | Dimensional ETF Trust INTL CORE EQT MK | $2.4M | 59.2K | 0.5% | ▼−2.9% Reduced · −2K sh | |
| 39 | American Centy ETF TR US SML CP VALU | $2.4M | 19.1K | 0.5% | ▲+2.4% Added · +441 sh | |
| 40 | Broadcom Inc COM | $2.4M | 6.3K | 0.5% | ▲+2.4% Added · +146 sh | |
| 41 | Ishares TR CORE 30 70 ETF | $2.3M | 54.9K | 0.4% | —Held | |
| 42 | Micron Technology Inc COM | $2.3M | 2.0K | 0.4% | ▲+1.4% Added · +28 sh | |
| 43 | Visa Inc COM CL A | $2.2M | 6.4K | 0.4% | ▲+1.8% Added · +113 sh | |
| 44 | ETF Ser Solutions APTUS COLLRD INV | $2.2M | 47.2K | 0.4% | ▲+0.6% Added · +263 sh | |
| 45 | Global X FDS GLB X MLP ENRG I | $2.2M | 29.5K | 0.4% | ▲+1.4% Added · +422 sh | |
| 46 | Taiwan Semiconductor Manufac SPONSORED ADS | $2.1M | 4.5K | 0.4% | ▲+17% Added · +653 sh | |
| 47 | Alphabet Inc CAP STK CL C | $2.1M | 5.9K | 0.4% | ▲+4.0% Added · +230 sh | |
| 48 | Ishares TR MSCI EAFE ETF | $2.1M | 20.0K | 0.4% | ▲+14% Added · +3K sh | |
| 49 | Applied Matls Inc COM | $2.0M | 2.8K | 0.4% | ▼−15% Reduced · −513 sh | |
| 50 | JPMorgan Chase & Co COM | $2.0M | 6.2K | 0.4% | ▼−0.2% Reduced · −15 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
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.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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.