Legacy Capital Wealth Partners, LLC: 13F holdings
CIK 17662282026Q2
| Positions | 377 |
|---|
| Reported value | $521.4m |
|---|
| Filed | 2026-08-12 |
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Change since last quarter
| Positions | 377 (-8 vs prior quarter) |
|---|
| Reported value | $521.4m (+7.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| WMT WALMART INC | 537,285 | $60.9m | 11.7% |
| JBHT HUNT J B TRANS SVCS INC | 117,156 | $33.9m | 6.5% |
| DHI D R HORTON INC | 100,839 | $16.4m | 3.2% |
| RDVY FIRST TR EXCHANGE TRADED FD | 161,249 | $12.5m | 2.4% |
| TSLA TESLA INC | 23,711 | $10.0m | 1.9% |
| RWL INVESCO EXCH TRADED FD TR II | 79,115 | $9.3m | 1.8% |
| FJUN FIRST TR EXCHNG TRADED FD VI | 150,577 | $9.0m | 1.7% |
| IVV ISHARES TR | 11,979 | $9.0m | 1.7% |
| NVDA NVIDIA CORPORATION | 41,381 | $8.3m | 1.6% |
| PKW INVESCO EXCHANGE TRADED FD T | 58,527 | $7.5m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1766228")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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