13F Insight
DOSSIER · 13F-HR · Q2 2026

Legacy Capital Wealth Partners, LLC

$521M in tracked AUM across 377 positions as of Q2 2026.

LC
CIK 0001766228 · last filed Jun 30, 2026
Total AUM
$521M
as of Q2 2026
Holdings
377
—
positions
Whale Score
52
52
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026
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...

2. Key Holdings

The portfolio is anchored by a dominant position in Walmart Inc., which stands as the single largest holding at $58.25M, representing 12.50% of the total portfolio. This is a massive active bet, constituting over half of the portfolio's top-tier concentration. The firm initiated this position in the current quarter, signaling a strong conviction in the retail giant.

Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
WMT
WALMART INC
$61M537K11.7%02
JBHT
HUNT J B TRANS SVCS INC
$34M117K6.5%03
DHI
D R HORTON INC
$16M101K3.2%04
RDVY
FIRST TR EXCHANGE TRADED FD
$12M161K2.4%05
TSLA
TESLA INC
$10M24K1.9%06
RWL
INVESCO EXCH TRADED FD TR II
$9M79K1.8%07
FJUN
FIRST TR EXCHNG TRADED FD VI
$9M151K1.7%08
IVV
ISHARES TR
$9M12K1.7%09
NVDA
NVIDIA CORPORATION
$8M41K1.6%10
PKW
INVESCO EXCHANGE TRADED FD T
$7M59K1.4%

Filing history

2026Q2Jun 30
$521M▲ 7.4%
377 positionsView →2026Q1Mar 31
$485M▲ 4.2%
385 positionsView →2025Q4Dec 31
$466M▲ 1.3%
376 positionsView →2025Q3Sep 30
$460M▲ 4.7%
378 positionsView →2025Q2Jun 30
$439M▲ 8.1%
366 positionsLocked2025Q1Mar 31
$407M▲ 0.6%
351 positionsLocked2024Q4Dec 31
$404M▼ 19.2%
337 positionsLocked2024Q3Sep 30
$500M▲ 27.4%
359 positionsLocked2024Q2Jun 30
$393M▲ 179.2%
298 positionsLocked2024Q1Mar 31
$141M▼ 60.2%
112 positionsLocked2023Q4Dec 31
$353M▼ 3.2%
283 positionsLocked2023Q3Sep 30
$364M▲ 202.8%
281 positionsLocked
Showing 12 of 23