Legacy Capital Wealth Partners, LLC

Comprehensive Analysis of Legacy Capital Wealth Partners, LLC 13F Filing

1. Portfolio Overview

Legacy Capital Wealth Partners, LLC has reported a significant expansion in assets under management (AUM), with the total portfolio value growing by 96.0% from $237.71M in the prior quarter (Q3 2025) to $465.90M as of December 31, 2025. This near-doubling of portfolio size indicates a substantial influx of client capital or strong performance from underlying assets during the quarter.

The portf...