Legacy Capital Wealth Partners, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Legacy Capital Wealth Partners, LLC reported 337 stock positions worth $404.1 million. Its top holding was Walmart (WMT) at 11.4% of the portfolio, followed by Hunt (jb) Transprt SVCS (JBHT, 5.0%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.2%). Compared with Q3 2024, it opened 42 new positions, sold out of 62, added to 88 and reduced 193. The biggest buy was Walmart (WMT, shares +3%) and the biggest sale Gap (GAP, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001766228
- Portfolio Value
- $404.1M (Q4 2024)
- SEC Filing
- 0001951757-25-000158 ↗ filed Jan 30, 2025
Holdings Value
Holdings 337 stocks · $404.1M
| WMT Walmart Inc. | 11.41% | 510,079 | $46.1M | Add +3.1% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 5.04% | 119,333 | $20.4M | Reduce -3.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.17% | 78,678 | $16.9M | Reduce -49.3% |
| RDVY First Trust Rising Dividend | 2.71% | 192,074 | $11.0M | Reduce -20.9% |
| PKW Invesco Buyback Achievers Et | 2.15% | 80,538 | $8.7M | Reduce -19.7% |
| RWL Invesco S&P 500 Revenue ETF | 2.14% | 93,525 | $8.7M | Reduce -18.3% |
| IVV iShares Core S&P 500 ETF | 2.03% | 13,931 | $8.2M | Reduce -4.8% |
| NVDA Nvidia Corp. | 1.99% | 59,798 | $8.0M | Reduce -54.7% |
| VOO Vanguard S&P 500 ETF | 1.95% | 14,611 | $7.9M | Reduce -3.0% |
| EOG EOG Resources Inc. | 1.83% | 60,281 | $7.4M | Reduce -1.2% |
| FAUG FT Vest U.S. Equity Buffer E | 1.69% | 146,930 | $6.8M | Reduce -23.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.62% | 98,883 | $6.6M | Reduce -1.9% |
| AAPL Apple Inc. | 1.48% | 23,856 | $6.0M | Reduce -9.4% |
| GAP The Gap Inc. | 1.32% | 226,025 | $5.3M | Reduce -73.8% |
| MINT PIMCO Enhanced Short Maturit | 1.16% | 46,714 | $4.7M | Reduce -0.8% |
| YMAR FT VT Int Equ M B- Mar-US I | 1.10% | 197,365 | $4.4M | Reduce -25.5% |
| AMZN Amazon.com Inc. | 0.97% | 17,892 | $3.9M | Reduce -1.7% |
| MSFT Microsoft Corp. | 0.94% | 9,009 | $3.8M | Add +4.1% |
| PROSHARES TR | 0.84% | 171,555 | $3.4M | Reduce -48.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.77% | 61,633 | $3.1M | Reduce -48.6% |
| OZK Bank Ozk | 0.68% | 61,793 | $2.8M | Reduce -0.1% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.67% | 26,804 | $2.7M | Add +0.1% |
| FLOT iShares Floating Rate Bond E | 0.66% | 52,254 | $2.7M | Add +0.5% |
| META Meta Platforms Inc. Class A | 0.56% | 3,832 | $2.2M | Reduce -40.2% |
| JEPI JPMorgan Equity Premium Inco | 0.53% | 37,154 | $2.1M | Reduce -50.0% |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | 0.53% | 152,261 | $2.1M | New |
| PFF iShares Preferred & Income S | 0.51% | 65,898 | $2.1M | Reduce -6.3% |
| V Visa Inc. Class A | 0.51% | 6,487 | $2.1M | Reduce -45.4% |
| AOK iShares Core 30/70 Conservat | 0.50% | 54,067 | $2.0M | No change |
| MLPX Global X MLP & Energy Infras | 0.48% | 32,007 | $1.9M | Reduce -51.1% |
| HYLS FT Tactical High Yield ETF | 0.47% | 46,184 | $1.9M | Reduce -1.3% |
| GLAD Gladstone Capital Corp. | 0.47% | 66,565 | $1.9M | Reduce -5.6% |
| MAIN Main Street Capital Corp. | 0.46% | 32,018 | $1.9M | Reduce -53.6% |
| UNH Unitedhealth Group Inc. | 0.46% | 3,701 | $1.9M | Reduce -50.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.46% | 4,543 | $1.9M | New |
| GBDC Golub Capital BDC Inc. | 0.45% | 119,800 | $1.8M | Reduce -41.0% |
| HTGC Hercules Capital Inc. | 0.44% | 88,934 | $1.8M | Reduce -4.6% |
| JPM JPMorgan Chase & Co. | 0.44% | 7,365 | $1.8M | Reduce -49.6% |
| CVX Chevron Corp. | 0.43% | 11,882 | $1.7M | Reduce -2.3% |
| GLDM SPDR Gold Minishares Trust | 0.42% | 32,568 | $1.7M | Add +2.5% |
| UCON First Trust Smith Unconstrai | 0.42% | 68,517 | $1.7M | Reduce -4.7% |
| BXSL Blackstone Secured Lending F | 0.41% | 51,073 | $1.7M | Reduce -53.8% |
| GOOGL Alphabet Inc. Class A | 0.41% | 8,697 | $1.6M | Add +4.7% |
| BND Vanguard Total Bond Market | 0.41% | 22,836 | $1.6M | New |
| FTSL First Trust Senior Loan ETF | 0.40% | 34,720 | $1.6M | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.40% | 204,959 | $1.6M | Reduce -4.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.40% | 23,190 | $1.6M | Reduce -48.1% |
| PNNT Pennantpark Investment Corp. | 0.39% | 220,538 | $1.6M | Reduce -8.2% |
| CAVA Cava Group Inc. | 0.38% | 13,658 | $1.5M | Add +71.9% |
| ARCC Ares Capital Corp. | 0.38% | 70,034 | $1.5M | Reduce -9.8% |
| FDUS Fidus Investment Corp. | 0.37% | 70,897 | $1.5M | Reduce -5.1% |
| ACN Accenture PLC Class A | 0.37% | 4,229 | $1.5M | Reduce -12.0% |
| OBDC Blue Owl Capital Corp. | 0.36% | 97,395 | $1.5M | Reduce -53.5% |
| PSP Invesco Global Listed Privat | 0.36% | 22,050 | $1.5M | Add +0.9% |
| TSLX Sixth Street Specialty Lendi | 0.35% | 67,031 | $1.4M | Reduce -53.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.35% | 19,686 | $1.4M | Add +27.9% |
| TRIN Trinity Capital Inc. | 0.34% | 94,385 | $1.4M | Reduce -4.6% |
| LOW Lowe's Cos Inc. | 0.34% | 5,512 | $1.4M | Reduce -15.3% |
| CSWC Capital Southwest Corp. | 0.34% | 62,302 | $1.4M | Reduce -4.4% |
| MUNI PIMCO Intermediate Municipal | 0.34% | 26,264 | $1.4M | No change |
| HD Home Depot Inc. | 0.33% | 3,466 | $1.3M | Add +6.9% |
| PM Philip Morris International | 0.33% | 10,929 | $1.3M | Add +19.2% |
| EFA iShares MSCI Eafe ETF | 0.32% | 17,061 | $1.3M | Add +5.3% |
| TSLA Tesla Inc. | 0.32% | 3,169 | $1.3M | Reduce -34.9% |
| AVGO Broadcom Inc. | 0.32% | 5,497 | $1.3M | Reduce -50.1% |
| GAIN Gladstone Investment Corp. | 0.31% | 94,856 | $1.3M | Reduce -4.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 7,357 | $1.2M | Add +172.5% |
| USB US Bancorp | 0.31% | 25,924 | $1.2M | Reduce -6.0% |
| UNP Union Pacific Corp. | 0.29% | 5,166 | $1.2M | Add +9.2% |
| VZ Verizon Communications Inc. | 0.29% | 29,330 | $1.2M | Reduce -56.3% |
| SYM Symbotic Inc. | 0.29% | 49,114 | $1.2M | No change |
| MA Mastercard Inc. Class A | 0.29% | 2,211 | $1.2M | Reduce -50.2% |
| NFLX Netflix Inc. | 0.28% | 1,267 | $1.1M | Reduce -37.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.27% | 1,029 | $1.1M | Reduce -11.3% |
| IWB iShares Russell 1000 ETF | 0.26% | 3,293 | $1.1M | New |
| IWD iShares Russell 1000 Value E | 0.26% | 5,667 | $1.0M | New |
| TPL Texas Pacific Land Corp. | 0.25% | 918 | $1.0M | Reduce -54.7% |
| MRSH Marsh & McLennan Cos | 0.25% | 4,673 | $993K | Add +4.6% |
| PYPL PayPal Holdings Inc. | 0.25% | 11,624 | $992K | Reduce -49.9% |
| KVUE Kenvue Inc. | 0.24% | 46,126 | $985K | Add +17.3% |
| PG The Procter & Gamble Co. | 0.24% | 5,706 | $957K | Add +12.8% |
| MDT Medtronic PLC | 0.23% | 11,762 | $940K | Reduce -9.4% |
| FTLS First Trust Long/Short Eqty | 0.23% | 14,213 | $935K | Reduce -0.5% |
| JNJ Johnson & Johnson | 0.23% | 6,368 | $921K | Reduce -12.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 2,001 | $907K | Add +4.4% |
| LDUR PIMCO Enhanced Low Duration | 0.22% | 9,539 | $906K | Add +0.1% |
| WMB Williams Cos Inc. | 0.22% | 16,614 | $899K | Reduce -33.3% |
| IWP iShares Russell Mid-Cap Grow | 0.22% | 7,083 | $898K | New |
| UL Unilever PLC | 0.22% | 15,737 | $892K | Add +26.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 7,991 | $890K | Reduce -9.7% |
| TRV The Travelers Cos Inc. | 0.22% | 3,689 | $889K | Reduce -3.1% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 9,160 | $887K | New |
| WFC Wells Fargo & Co. | 0.22% | 12,595 | $885K | Add +0.1% |
| TFC Truist Financial Corp. | 0.21% | 20,003 | $868K | Reduce -52.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 1,676 | $857K | Reduce -48.6% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 1,642 | $854K | Reduce -4.1% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.21% | 33,435 | $853K | New |
| SPGI S&P Global Inc. | 0.21% | 1,700 | $846K | Reduce -52.5% |
| T AT&T Inc. | 0.21% | 36,624 | $834K | Reduce -2.0% |
| GLD SPDR Gold Shares | 0.20% | 3,374 | $817K | Reduce -49.5% |
Portfolio Sells Q3 2024 → Q4 2024
| GAP The Gap Inc. | Reduce -73.8% | 1.32% | −2.49 |
| NVDA Nvidia Corp. | Reduce -54.7% | 1.99% | −1.22 |
| RSP Invesco S&P 500 Equal Weight | Reduce -94.7% | 0.06% | −0.93 |
| PROSHARES TR | Reduce -48.8% | 0.84% | −0.55 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -87.0% | 0.09% | −0.48 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -48.6% | 0.77% | −0.45 |
| UNH Unitedhealth Group Inc. | Reduce -50.1% | 0.46% | −0.40 |
| JEPI JPMorgan Equity Premium Inco | Reduce -50.0% | 0.53% | −0.36 |
| VZ Verizon Communications Inc. | Reduce -56.3% | 0.29% | −0.31 |
| OBDC Blue Owl Capital Corp. | Reduce -53.5% | 0.36% | −0.25 |
| TSLX Sixth Street Specialty Lendi | Reduce -53.7% | 0.35% | −0.24 |
| BXSL Blackstone Secured Lending F | Reduce -53.8% | 0.41% | −0.24 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.24 |
| MLPX Global X MLP & Energy Infras | Reduce -51.1% | 0.48% | −0.23 |
| MAIN Main Street Capital Corp. | Reduce -53.6% | 0.46% | −0.23 |
| MRK Merck & Co. Inc. | Reduce -62.9% | 0.15% | −0.22 |
| FFEB FT Vest US Equity Buffer ETF | Sold out | 0.00% | −0.22 |
| FLRN SS SPDR BB Ig Float RT ETF | Sold out | 0.00% | −0.21 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -48.1% | 0.40% | −0.21 |
| GSK GSK PLC-Spon ADR | Reduce -59.5% | 0.13% | −0.19 |
| XOM Exxon Mobil Corp. | Reduce -4.7% | 0.40% | −0.19 |
| JPM JPMorgan Chase & Co. | Reduce -49.6% | 0.44% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -40.2% | 0.56% | −0.18 |
| YMAR FT VT Int Equ M B- Mar-US I | Reduce -25.5% | 1.10% | −0.17 |
| MOH Molina Healthcare Inc. | Sold out | 0.00% | −0.17 |
| GBDC Golub Capital BDC Inc. | Reduce -41.0% | 0.45% | −0.16 |
| SPGI S&P Global Inc. | Reduce -52.5% | 0.21% | −0.16 |
| CB Chubb Ltd. | Reduce -52.5% | 0.20% | −0.15 |
| MA Mastercard Inc. Class A | Reduce -50.2% | 0.29% | −0.15 |
| LIN Linde PLC | Reduce -52.3% | 0.16% | −0.15 |
| V Visa Inc. Class A | Reduce -45.4% | 0.51% | −0.15 |
| TFC Truist Financial Corp. | Reduce -52.4% | 0.21% | −0.14 |
| SNY Sanofi-ADR | Reduce -49.9% | 0.15% | −0.13 |
| BR Broadridge Financial Solutio | Reduce -54.3% | 0.18% | −0.12 |
| GLD SPDR Gold Shares | Reduce -49.5% | 0.20% | −0.12 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.12 |
| NEE Nextera Energy Inc. | Reduce -47.8% | 0.14% | −0.12 |
| CHE Chemed Corp. | Reduce -53.1% | 0.12% | −0.12 |
| PYPL PayPal Holdings Inc. | Reduce -49.9% | 0.25% | −0.12 |
| FNF Fidelity National Financial | Reduce -54.2% | 0.12% | −0.11 |
| ORCL Oracle Corp. | Reduce -55.8% | 0.13% | −0.11 |
| TPL Texas Pacific Land Corp. | Reduce -54.7% | 0.25% | −0.11 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -48.6% | 0.21% | −0.11 |
| JLL Jones Lang Lasalle Inc. | Reduce -50.2% | 0.13% | −0.10 |
| FANG Diamondback Energy Inc. | Reduce -52.8% | 0.12% | −0.10 |
| RTX RTX Corp. | Reduce -50.5% | 0.13% | −0.09 |
| CSCO Cisco Systems Inc. | Reduce -51.1% | 0.19% | −0.09 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.09 |
| CP Canadian Pacific Kansas City | Reduce -52.9% | 0.09% | −0.09 |
| RDVY First Trust Rising Dividend | Reduce -20.9% | 2.71% | −0.09 |
Portfolio Buys Q3 2024 → Q4 2024
| WMT Walmart Inc. | Add +3.1% | 11.41% | +3.42 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | New | 0.53% | +0.53 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.46% | +0.46 |
| BND Vanguard Total Bond Market | New | 0.41% | +0.41 |
| IWB iShares Russell 1000 ETF | New | 0.26% | +0.26 |
| IWD iShares Russell 1000 Value E | New | 0.26% | +0.26 |
| IWP iShares Russell Mid-Cap Grow | New | 0.22% | +0.22 |
| EFG iShares MSCI Eafe Growth ETF | New | 0.22% | +0.22 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +172.5% | 0.31% | +0.21 |
| SMTH Alps SMTH Cor BD Plus ETF | New | 0.21% | +0.21 |
| MSFT Microsoft Corp. | Add +4.1% | 0.94% | +0.20 |
| CAVA Cava Group Inc. | Add +71.9% | 0.38% | +0.18 |
| AVLV Avantis US Large Cap Value | New | 0.15% | +0.15 |
| MBB iShares MBS ETF | New | 0.15% | +0.15 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Add +27.9% | 0.35% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +56.7% | 0.18% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +4.7% | 0.41% | +0.13 |
| FTCS First Trust Capital Strength | New | 0.13% | +0.13 |
| BLK BlackRock Inc. | New | 0.13% | +0.13 |
| AVUV Avantis US Small Cap Value | New | 0.13% | +0.13 |
| FLOT iShares Floating Rate Bond E | Add +0.5% | 0.66% | +0.13 |
| BILZ PIMCO Ultra SHRT Govt Active | Add +0.1% | 0.67% | +0.13 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.12% | +0.12 |
| VCIT Vanguard Int-Term Corporate | New | 0.12% | +0.12 |
| GMOV GMO U.S. Value ETF | New | 0.12% | +0.12 |
| AZO AutoZone Inc. | New | 0.12% | +0.12 |
| XLRE SS Real Estate Select Sector | New | 0.12% | +0.12 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 0.12% | +0.12 |
| ZBH Zimmer Biomet Holdings Inc. | New | 0.11% | +0.11 |
| WRB WR Berkley Corp. | New | 0.11% | +0.11 |
| LRCX Lam Research Corp. | New | 0.11% | +0.11 |
| IWF iShares Russell 1000 Growth | New | 0.11% | +0.11 |
| PM Philip Morris International | Add +19.2% | 0.33% | +0.10 |
| LONZ PIMCO Senior Loan Active ETF | New | 0.10% | +0.10 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.10% | +0.10 |
| GPC Genuine Parts Co. | Add +113.7% | 0.18% | +0.10 |
| XONE Bondbloxx BBG 1 Dur US Treas | New | 0.09% | +0.09 |
| VFLO Victoryshares Free Cash Flow | Add +51.4% | 0.19% | +0.09 |
| JHMB John Hancock Mortgage-Backed | New | 0.09% | +0.09 |
| GLDM SPDR Gold Minishares Trust | Add +2.5% | 0.42% | +0.09 |
| HYZD Wisdomtree Interest Rate Hed | New | 0.08% | +0.08 |
| XCEM Columbia Em Core Ex-China | New | 0.08% | +0.08 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.22% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | New | 0.07% | +0.07 |
| HD Home Depot Inc. | Add +6.9% | 0.33% | +0.07 |
| TMSL T.rowe PRC Small-Mid Cap ETF | New | 0.07% | +0.07 |
| DNOV FT Vest US Equity Deep Buffe | New | 0.07% | +0.07 |
| BSX Boston Scientific Corp. | New | 0.07% | +0.07 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.07% | +0.07 |
| PSP Invesco Global Listed Privat | Add +0.9% | 0.36% | +0.07 |
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 |