Legacy Capital Wealth Partners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Legacy Capital Wealth Partners, LLC reported 377 stock positions worth $521.4 million. Its top holding was Walmart (WMT) at 11.7% of the portfolio, followed by Hunt (jb) Transprt SVCS (JBHT, 6.5%) and D.R. Horton (DHI, 3.2%). Compared with Q1 2026, it opened 44 new positions, sold out of 52, added to 165 and reduced 139. The biggest buy was Hunt (jb) Transprt SVCS (JBHT, shares +10%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −75%).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001766228
- Portfolio Value
- $521.4M (Q2 2026)
- SEC Filing
- 0001951757-26-001236 ↗ filed Aug 12, 2026
Holdings Value
Holdings 377 stocks · $521.4M
| WMT Walmart Inc. | 11.67% | 537,285 | $60.9M | Add +9.4% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 6.50% | 117,156 | $33.9M | Add +10.4% |
| DHI D.R. Horton Inc. | 3.15% | 100,839 | $16.4M | Reduce -7.0% |
| RDVY First Trust Rising Dividend | 2.39% | 161,249 | $12.5M | Reduce -0.5% |
| TSLA Tesla Inc. | 1.91% | 23,711 | $10.0M | Reduce -8.8% |
| RWL Invesco S&P 500 Revenue ETF | 1.79% | 79,115 | $9.3M | Add +0.5% |
| FJUN FT Vest US Equity Buff ETF-J | 1.73% | 150,577 | $9.0M | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 1.72% | 11,979 | $9.0M | Reduce -1.1% |
| NVDA Nvidia Corp. | 1.59% | 41,381 | $8.3M | Add +4.8% |
| PKW Invesco Buyback Achievers Et | 1.43% | 58,527 | $7.5M | Reduce -0.4% |
| AAPL Apple Inc. | 1.42% | 25,540 | $7.4M | Add +1.6% |
| VOO Vanguard S&P 500 ETF | 1.38% | 10,497 | $7.2M | Reduce -5.9% |
| SPYI Neos S&P 500 High Income ETF | 1.28% | 125,918 | $6.7M | New |
| FAUG FT Vest U.S. Equity Buffer E | 1.28% | 118,084 | $6.7M | Add +2.4% |
| INTC Intel Corp. | 1.19% | 44,441 | $6.2M | Reduce -9.8% |
| GAP The Gap Inc. | 1.09% | 303,904 | $5.7M | Add +0.1% |
| EOG EOG Resources Inc. | 1.00% | 40,266 | $5.2M | Add +0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.96% | 18,748 | $5.0M | Reduce -74.5% |
| GOOGL Alphabet Inc. Class A | 0.93% | 13,640 | $4.9M | Add +20.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.90% | 92,617 | $4.7M | Add +10.4% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.88% | 162,062 | $4.6M | Add +1.5% |
| MSFT Microsoft Corp. | 0.77% | 10,696 | $4.0M | Add +7.5% |
| AMZN Amazon.com Inc. | 0.76% | 16,629 | $4.0M | Reduce -7.5% |
| META Meta Platforms Inc. Class A | 0.67% | 6,187 | $3.5M | Reduce -0.4% |
| DFAC Dimensional US Core Equity 2 | 0.64% | 74,692 | $3.3M | Add +0.1% |
| OZK Bank Ozk | 0.62% | 61,874 | $3.2M | Add +0.2% |
| LRCX Lam Research Corp. | 0.61% | 7,300 | $3.2M | Reduce -13.5% |
| GMOV GMO U.S. Value ETF | 0.60% | 105,231 | $3.1M | Add +2.5% |
| DFAU Dimensional US Core Equity M | 0.59% | 60,003 | $3.1M | Reduce -9.0% |
| GLDM SPDR Gold Minishares Trust | 0.59% | 39,047 | $3.1M | Add +0.4% |
| SYM Symbotic Inc. | 0.55% | 63,513 | $2.9M | Add +21.0% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.52% | 26,988 | $2.7M | Add +0.1% |
| TCAF T Rowe PRC Cap Appreciation | 0.52% | 66,255 | $2.7M | Add +10.4% |
| KLAC KLA Corp. | 0.52% | 8,900 | $2.7M | Add +7.2% |
| DFAX Dimensional World Ex US Core | 0.51% | 72,231 | $2.7M | Add +0.4% |
| PFF iShares Preferred & Income S | 0.50% | 85,513 | $2.6M | Add +5.7% |
| MINT PIMCO Enhanced Short Maturit | 0.49% | 25,523 | $2.6M | Add +29.4% |
| DFAI Dimensional International Co. | 0.47% | 59,197 | $2.4M | Reduce -2.9% |
| AVUV Avantis US Small Cap Value | 0.46% | 19,118 | $2.4M | Add +2.4% |
| AVGO Broadcom Inc. | 0.45% | 6,267 | $2.4M | Add +2.4% |
| AOK iShares Core 30/70 Conservat | 0.44% | 54,879 | $2.3M | No change |
| MU Micron Technology Inc. | 0.43% | 1,962 | $2.3M | Add +1.4% |
| V Visa Inc. Class A | 0.42% | 6,412 | $2.2M | Add +1.8% |
| ACIO Aptus Collared Invest Opp | 0.42% | 47,172 | $2.2M | Add +0.6% |
| MLPX Global X MLP & Energy Infras | 0.42% | 29,452 | $2.2M | Add +1.4% |
| TSM Taiwan Semiconductor-SP ADR | 0.41% | 4,476 | $2.1M | Add +17.1% |
| GOOG Alphabet Inc. Class C | 0.40% | 5,904 | $2.1M | Add +4.0% |
| EFA iShares MSCI Eafe ETF | 0.40% | 19,981 | $2.1M | Add +14.3% |
| AMAT Applied Materials Inc. | 0.39% | 2,828 | $2.0M | Reduce -15.3% |
| JPM JPMorgan Chase & Co. | 0.39% | 6,160 | $2.0M | Reduce -0.2% |
| TRIN Trinity Capital Inc. | 0.37% | 107,991 | $1.9M | Add +2.4% |
| IWF iShares Russell 1000 Growth | 0.36% | 15,006 | $1.9M | Add +39.1% |
| FTLS First Trust Long/Short Eqty | 0.35% | 24,816 | $1.8M | Add +1.6% |
| XOM Exxon Mobil Corp. | 0.34% | 13,134 | $1.8M | Add +6.7% |
| CSWC Capital Southwest Corp. | 0.34% | 74,653 | $1.8M | Add +4.9% |
| WCMI FT WCM International ETF | 0.34% | 90,588 | $1.8M | Add +13.9% |
| GAIN Gladstone Investment Corp. | 0.34% | 113,833 | $1.8M | Reduce -4.4% |
| ANET Arista Networks Inc. | 0.34% | 10,357 | $1.8M | Add +19.6% |
| PM Philip Morris International | 0.34% | 9,672 | $1.7M | Reduce -6.2% |
| DFAT Dimensional US Target Value | 0.33% | 24,802 | $1.7M | Reduce -2.1% |
| GLAD Gladstone Capital Corp. | 0.33% | 89,112 | $1.7M | Add +30.8% |
| OBDC Blue Owl Capital Corp. | 0.33% | 158,296 | $1.7M | Add +39.7% |
| MAIN Main Street Capital Corp. | 0.33% | 33,016 | $1.7M | Add +14.8% |
| HTGC Hercules Capital Inc. | 0.33% | 108,546 | $1.7M | Add +10.4% |
| RISR Foliobe Altr In&in H ETF-Usd | 0.32% | 46,372 | $1.7M | New |
| MSDL Morgan Stanley Direct Lendin | 0.32% | 110,870 | $1.7M | Add +28.9% |
| ARCC Ares Capital Corp. | 0.32% | 89,789 | $1.7M | Add +7.1% |
| FDUS Fidus Investment Corp. | 0.31% | 85,990 | $1.6M | Add +8.0% |
| RDVI FT Vest Rising Dividend Achi | 0.31% | 55,544 | $1.6M | Add +3.8% |
| TXN Texas Instruments Inc. | 0.31% | 5,371 | $1.6M | Reduce -12.5% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.30% | 28,356 | $1.6M | Add +3.9% |
| TSLX Sixth Street Specialty Lendi | 0.30% | 90,379 | $1.6M | Add +20.8% |
| IWD iShares Russell 1000 Value E | 0.30% | 6,370 | $1.5M | Add +69.5% |
| GBDC Golub Capital BDC Inc. | 0.29% | 118,331 | $1.5M | Reduce -1.1% |
| CWB SS SPDR BB Conv Sec ETF | 0.29% | 14,037 | $1.5M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 3,015 | $1.5M | Add +14.8% |
| CVX Chevron Corp. | 0.29% | 9,054 | $1.5M | Reduce -9.1% |
| VZ Verizon Communications Inc. | 0.28% | 34,442 | $1.5M | Add +0.2% |
| HD Home Depot Inc. | 0.27% | 3,992 | $1.4M | Add +2.6% |
| HYLS FT Tactical High Yield ETF | 0.27% | 34,598 | $1.4M | Add +2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 9,175 | $1.4M | Add +2.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.27% | 696 | $1.4M | Add +16.6% |
| UCON First Trust Smith Unconstrai | 0.26% | 54,551 | $1.4M | Add +3.4% |
| BUFZ FT Vest Laddered Moderate Bu | 0.26% | 48,282 | $1.3M | Add +3.1% |
| FTCS First Trust Capital Strength | 0.26% | 14,278 | $1.3M | Reduce -0.2% |
| BKDV BNY Mellon Dynamic Value | 0.26% | 39,960 | $1.3M | Add +28.4% |
| GWW WW Grainger Inc. | 0.25% | 954 | $1.3M | Reduce -9.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.25% | 20,663 | $1.3M | Add +1.1% |
| MA Mastercard Inc. Class A | 0.24% | 2,485 | $1.3M | Add +1.8% |
| UNP Union Pacific Corp. | 0.24% | 4,577 | $1.2M | Add +0.3% |
| GLD SPDR Gold Shares | 0.24% | 3,342 | $1.2M | Add +2.3% |
| TCHP T Rowe Price Blue Chip Growt | 0.23% | 24,205 | $1.2M | No change |
| FTSL First Trust Senior Loan ETF | 0.22% | 26,140 | $1.2M | Add +4.4% |
| PG The Procter & Gamble Co. | 0.22% | 7,739 | $1.1M | Add +13.4% |
| IBIT iShares Bitcoin Trust ETF | 0.22% | 33,781 | $1.1M | No change |
| NFLX Netflix Inc. | 0.21% | 15,551 | $1.1M | Add +5.2% |
| ORLY O'reilly Automotive Inc. | 0.21% | 12,046 | $1.1M | Add +2.2% |
| PH Parker Hannifin Corp. | 0.21% | 1,108 | $1.1M | Add +5.6% |
| LLY Eli Lilly & Co. | 0.21% | 897 | $1.1M | Add +6.5% |
| DFEM Dimensional Emrg MRKT Core | 0.20% | 25,768 | $1.0M | Reduce -5.3% |
Portfolio Sells Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -74.5% | 0.96% | −0.93 |
| RSP Invesco S&P 500 Equal Weight | Reduce -94.9% | 0.04% | −0.76 |
| BLK BlackRock Inc. | Reduce -82.5% | 0.07% | −0.38 |
| SH Proshares Short S&P500 | Sold out | 0.00% | −0.37 |
| DMAR FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.37 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.30 |
| BXSL Blackstone Secured Lending F | Sold out | 0.00% | −0.29 |
| EFG iShares MSCI Eafe Growth ETF | Sold out | 0.00% | −0.20 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -54.5% | 0.16% | −0.18 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Sold out | 0.00% | −0.16 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Sold out | 0.00% | −0.16 |
| CTRA Coterra Energy Inc. | Sold out | 0.00% | −0.16 |
| IWP iShares Russell Mid-Cap Grow | Reduce -72.0% | 0.06% | −0.15 |
| MBB iShares MBS ETF | Sold out | 0.00% | −0.14 |
| LDUR PIMCO Enhanced Low Duration | Reduce -38.1% | 0.19% | −0.14 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.14 |
| CVX Chevron Corp. | Reduce -9.1% | 0.29% | −0.14 |
| VFLO Victoryshares Free Cash Flow | Sold out | 0.00% | −0.14 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.12 |
| INTU Intuit Inc. | Reduce -55.3% | 0.04% | −0.12 |
| TMSL T.rowe PRC Small-Mid Cap ETF | Sold out | 0.00% | −0.11 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.11 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.10 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.09 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.09 |
| ROE Ast US Eq WGT QLTY Kings ETF | Sold out | 0.00% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.09 |
| PYLD PIMCO Multisector Bond Actv | Reduce -63.7% | 0.04% | −0.09 |
| TSLA Tesla Inc. | Reduce -8.8% | 1.91% | −0.08 |
| TFC Truist Financial Corp. | Reduce -48.0% | 0.09% | −0.08 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.08 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -68.6% | 0.04% | −0.08 |
| LHX L3HARRIS Technologies Inc. | Reduce -31.4% | 0.09% | −0.07 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.07 |
| LEN Lennar Corp. Class A | Sold out | 0.00% | −0.07 |
| SYY Sysco Corp. | Sold out | 0.00% | −0.07 |
| T AT&T Inc. | Reduce -0.3% | 0.13% | −0.07 |
| USB US Bancorp | Reduce -30.9% | 0.19% | −0.06 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -0.4% | 0.67% | −0.06 |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | Sold out | 0.00% | −0.06 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -28.3% | 0.10% | −0.06 |
| COR Cencora Inc. | Reduce -50.4% | 0.04% | −0.06 |
| TAFM AB Tax Aware Inter Muni | Reduce -19.8% | 0.17% | −0.05 |
| HMC Honda Motor Co. Ltd.-Spons ADR | Sold out | 0.00% | −0.05 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.05 |
| WRB WR Berkley Corp. | Sold out | 0.00% | −0.05 |
| BN Brookfield Corp. | Sold out | 0.00% | −0.05 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2026 → Q2 2026
| JBHT Hunt (jb) Transprt SVCS Inc. | Add +10.4% | 6.50% | +1.87 |
| SPYI Neos S&P 500 High Income ETF | New | 1.28% | +1.28 |
| RISR Foliobe Altr In&in H ETF-Usd | New | 0.32% | +0.32 |
| MU Micron Technology Inc. | Add +1.4% | 0.43% | +0.30 |
| GOOGL Alphabet Inc. Class A | Add +20.7% | 0.93% | +0.27 |
| KLAC KLA Corp. | Add +7.2% | 0.52% | +0.26 |
| NVDA Nvidia Corp. | Add +4.8% | 1.59% | +0.17 |
| IWV iShares Russell 3000 ETF | New | 0.17% | +0.17 |
| TSM Taiwan Semiconductor-SP ADR | Add +17.1% | 0.41% | +0.14 |
| ACYN FT Lad Autocall Bar Inc. ETF | New | 0.13% | +0.13 |
| IWD iShares Russell 1000 Value E | Add +69.5% | 0.30% | +0.13 |
| DVN Devon Energy Corp. | New | 0.13% | +0.13 |
| STX Seagate Technology Holdings | New | 0.12% | +0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.12% | +0.12 |
| IWF iShares Russell 1000 Growth | Add +39.1% | 0.36% | +0.12 |
| ANET Arista Networks Inc. | Add +19.6% | 0.34% | +0.12 |
| ASML ASML Holding NV-NY Reg SHS | Add +16.6% | 0.27% | +0.10 |
| AAPL Apple Inc. | Add +1.6% | 1.42% | +0.10 |
| MPWR Monolithic Power Systems Inc. | New | 0.10% | +0.10 |
| NKE Nike Inc. Class B | New | 0.09% | +0.09 |
| GLAD Gladstone Capital Corp. | Add +30.8% | 0.33% | +0.09 |
| OTIS Otis Worldwide Corp. | New | 0.09% | +0.09 |
| MINT PIMCO Enhanced Short Maturit | Add +29.4% | 0.49% | +0.08 |
| CLX Clorox Company | New | 0.08% | +0.08 |
| DPZ Domino's Pizza Inc. | New | 0.08% | +0.08 |
| TCAF T Rowe PRC Cap Appreciation | Add +10.4% | 0.52% | +0.08 |
| SMCI Super Micro Computer Inc. | New | 0.08% | +0.08 |
| MSDL Morgan Stanley Direct Lendin | Add +28.9% | 0.32% | +0.07 |
| FAPR FT Vest U.S. Equity Buffer E | New | 0.07% | +0.07 |
| OBDC Blue Owl Capital Corp. | Add +39.7% | 0.33% | +0.07 |
| GSY Invesco Ultra Short Duration | New | 0.07% | +0.07 |
| RWL Invesco S&P 500 Revenue ETF | Add +0.5% | 1.79% | +0.07 |
| APH Amphenol Corp. Class A | Add +16.7% | 0.20% | +0.07 |
| BKDV BNY Mellon Dynamic Value | Add +28.4% | 0.26% | +0.07 |
| LEN.B Lennar Corp. Class B | New | 0.07% | +0.07 |
| WCMI FT WCM International ETF | Add +13.9% | 0.34% | +0.07 |
| GOOG Alphabet Inc. Class C | Add +4.0% | 0.40% | +0.06 |
| AVGO Broadcom Inc. | Add +2.4% | 0.45% | +0.06 |
| SPCX Space Exploration Techn Class A | New | 0.06% | +0.06 |
| ACYS FT Vest Lad A Bar & Ri ETF | New | 0.06% | +0.06 |
| URI United Rentals Inc. | Add +7.9% | 0.17% | +0.06 |
| SMH Vaneck Semiconductor ETF | New | 0.05% | +0.05 |
| SN Sharkninja Inc. | New | 0.05% | +0.05 |
| POWI Power Integrations Inc. | New | 0.05% | +0.05 |
| VRSN Verisign Inc. | New | 0.05% | +0.05 |
| IJUN Innov Intl Dev PB ETF - June | New | 0.05% | +0.05 |
| TRIN Trinity Capital Inc. | Add +2.4% | 0.37% | +0.05 |
| CLOI Vaneck Clo ETF | New | 0.05% | +0.05 |
| ATCL Rex Autocallable Income ETF | New | 0.05% | +0.05 |
| ATR Aptargroup Inc. | New | 0.05% | +0.05 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 377 | $521.4M | WMT, JBHT, DHI, RDVY, TSLA |
| Q1 2026 | 385 | $485.4M | WMT, JBHT, DHI, RDVY, TSLA |
| Q4 2025 | 376 | $465.9M | WMT, JBHT, TSLA, RDVY, SPY |
| Q3 2025 | 378 | $459.8M | WMT, JBHT, TSLA, RDVY, IVV |
| Q2 2025 | 366 | $439.3M | WMT, JBHT, GAP, TSLA, RDVY |
| Q1 2025 | 351 | $406.5M | WMT, JBHT, SPY, GAP, SPDN |
| Q4 2024 | 337 | $404.1M | WMT, JBHT, SPY, RDVY, PKW |
| Q3 2024 | 357 | $500.1M | WMT, JBHT, SPY, GAP, NVDA |
| Q2 2024 | 298 | $392.6M | WMT, GAP, JBHT, SPY, RDVY |
| Q1 2024 | 112 | $140.6M | AMLP, SO, DUK, AEP, AMD |