Legacy Capital Wealth Partners, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Legacy Capital Wealth Partners, LLC reported 351 stock positions worth $406.5 million. Its top holding was Walmart (WMT) at 11.1% of the portfolio, followed by Hunt (jb) Transprt SVCS (JBHT, 4.3%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.5%). Compared with Q4 2024, it opened 40 new positions, sold out of 26, added to 139 and reduced 153. The biggest buy was a new position in Dir DLY SP 500 BR 1X ETF-Usi (SPDN) and the biggest sale iShares Core MSCI Eafe ETF (IEFA, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001766228
- Portfolio Value
- $406.5M (Q1 2025)
- SEC Filing
- 0001951757-25-000497 ↗ filed May 2, 2025
Holdings Value
Holdings 351 stocks · $406.5M
| WMT Walmart Inc. | 11.14% | 515,890 | $45.3M | Add +1.1% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 4.34% | 119,333 | $17.7M | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.55% | 75,690 | $14.4M | Reduce -3.8% |
| GAP The Gap Inc. | 3.46% | 683,271 | $14.1M | Add +202.3% |
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | 2.90% | 1,017,329 | $11.8M | New |
| RDVY First Trust Rising Dividend | 2.31% | 167,108 | $9.4M | Reduce -13.0% |
| IVV iShares Core S&P 500 ETF | 2.07% | 14,989 | $8.4M | Add +7.6% |
| EOG EOG Resources Inc. | 1.91% | 60,434 | $7.8M | Add +0.3% |
| RWL Invesco S&P 500 Revenue ETF | 1.84% | 80,370 | $7.5M | Reduce -14.1% |
| PKW Invesco Buyback Achievers Et | 1.79% | 69,638 | $7.3M | Reduce -13.5% |
| VOO Vanguard S&P 500 ETF | 1.70% | 13,485 | $6.9M | Reduce -7.7% |
| FAUG FT Vest U.S. Equity Buffer E | 1.41% | 125,862 | $5.7M | Reduce -14.3% |
| AAPL Apple Inc. | 1.34% | 24,485 | $5.4M | Add +2.6% |
| MINT PIMCO Enhanced Short Maturit | 1.13% | 45,743 | $4.6M | Reduce -2.1% |
| NVDA Nvidia Corp. | 1.12% | 42,046 | $4.6M | Reduce -29.7% |
| YMAR FT VT Int Equ M B- Mar-US I | 1.00% | 171,579 | $4.1M | Reduce -13.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.87% | 69,626 | $3.5M | Add +13.0% |
| AMZN Amazon.com Inc. | 0.84% | 17,986 | $3.4M | Add +0.5% |
| MSFT Microsoft Corp. | 0.83% | 9,016 | $3.4M | Add +0.1% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.67% | 26,834 | $2.7M | Add +0.1% |
| FLOT iShares Floating Rate Bond E | 0.67% | 53,171 | $2.7M | Add +1.8% |
| OZK Bank Ozk | 0.66% | 61,727 | $2.7M | Reduce -0.1% |
| ACIO Aptus Collared Invest Opp | 0.60% | 62,735 | $2.4M | Add +440.4% |
| V Visa Inc. Class A | 0.54% | 6,309 | $2.2M | Reduce -2.7% |
| META Meta Platforms Inc. Class A | 0.54% | 3,802 | $2.2M | Reduce -0.8% |
| AOK iShares Core 30/70 Conservat | 0.54% | 58,079 | $2.2M | Add +7.4% |
| XOM Exxon Mobil Corp. | 0.51% | 207,671 | $2.1M | Add +1.3% |
| CVX Chevron Corp. | 0.50% | 12,133 | $2.0M | Add +2.1% |
| GLDM SPDR Gold Minishares Trust | 0.50% | 32,769 | $2.0M | Add +0.6% |
| JEPI JPMorgan Equity Premium Inco | 0.49% | 34,677 | $2.0M | Reduce -6.7% |
| EFA iShares MSCI Eafe ETF | 0.47% | 23,151 | $1.9M | Add +35.7% |
| PFF iShares Preferred & Income S | 0.46% | 61,218 | $1.9M | Reduce -7.1% |
| MLPX Global X MLP & Energy Infras | 0.46% | 29,460 | $1.9M | Reduce -8.0% |
| GMOV GMO U.S. Value ETF | 0.46% | 75,616 | $1.9M | Add +276.8% |
| UNH Unitedhealth Group Inc. | 0.44% | 3,407 | $1.8M | Reduce -7.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.43% | 4,690 | $1.7M | Add +3.2% |
| VZ Verizon Communications Inc. | 0.43% | 38,213 | $1.7M | Add +30.3% |
| JPM JPMorgan Chase & Co. | 0.42% | 7,006 | $1.7M | Reduce -4.9% |
| GBDC Golub Capital BDC Inc. | 0.41% | 110,979 | $1.7M | Reduce -7.4% |
| HTGC Hercules Capital Inc. | 0.40% | 84,602 | $1.6M | Reduce -4.9% |
| PM Philip Morris International | 0.40% | 10,126 | $1.6M | Reduce -7.3% |
| TCAF T Rowe PRC Cap Appreciation | 0.39% | 49,660 | $1.6M | New |
| BXSL Blackstone Secured Lending F | 0.39% | 48,937 | $1.6M | Reduce -4.2% |
| MAIN Main Street Capital Corp. | 0.38% | 27,433 | $1.6M | Reduce -14.3% |
| BND Vanguard Total Bond Market | 0.37% | 20,670 | $1.5M | Reduce -9.5% |
| GLAD Gladstone Capital Corp. | 0.37% | 54,755 | $1.5M | Reduce -17.7% |
| MSDL Morgan Stanley Direct Lendin | 0.37% | 74,826 | $1.5M | New |
| AVUV Avantis US Small Cap Value | 0.37% | 17,031 | $1.5M | Add +219.3% |
| ARCC Ares Capital Corp. | 0.36% | 66,796 | $1.5M | Reduce -4.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.35% | 21,815 | $1.4M | Reduce -5.9% |
| TSLX Sixth Street Specialty Lendi | 0.35% | 63,971 | $1.4M | Reduce -4.6% |
| GAIN Gladstone Investment Corp. | 0.35% | 106,088 | $1.4M | Add +11.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.34% | 8,111 | $1.4M | Add +10.3% |
| TRIN Trinity Capital Inc. | 0.34% | 92,094 | $1.4M | Reduce -2.4% |
| FDUS Fidus Investment Corp. | 0.34% | 67,859 | $1.4M | Reduce -4.3% |
| OBDC Blue Owl Capital Corp. | 0.34% | 93,508 | $1.4M | Reduce -4.0% |
| GOOGL Alphabet Inc. Class A | 0.34% | 8,832 | $1.4M | Add +1.6% |
| MUNI PIMCO Intermediate Municipal | 0.33% | 26,264 | $1.4M | No change |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.33% | 14,687 | $1.3M | Add +260.2% |
| CSWC Capital Southwest Corp. | 0.33% | 60,238 | $1.3M | Reduce -3.3% |
| LDUR PIMCO Enhanced Low Duration | 0.33% | 14,003 | $1.3M | Add +46.8% |
| FTCS First Trust Capital Strength | 0.33% | 14,894 | $1.3M | Add +145.7% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.33% | 19,557 | $1.3M | Reduce -0.7% |
| HYLS FT Tactical High Yield ETF | 0.32% | 31,512 | $1.3M | Reduce -31.8% |
| ACN Accenture PLC Class A | 0.32% | 4,106 | $1.3M | Reduce -2.9% |
| UCON First Trust Smith Unconstrai | 0.31% | 51,038 | $1.3M | Reduce -25.5% |
| HD Home Depot Inc. | 0.31% | 3,427 | $1.3M | Reduce -1.1% |
| UNP Union Pacific Corp. | 0.30% | 5,159 | $1.2M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.30% | 2,197 | $1.2M | Reduce -0.6% |
| FTSL First Trust Senior Loan ETF | 0.28% | 24,975 | $1.1M | Reduce -28.1% |
| NFLX Netflix Inc. | 0.28% | 1,202 | $1.1M | Reduce -5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 2,022 | $1.1M | Add +1.1% |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 10,670 | $1.1M | New |
| TPL Texas Pacific Land Corp. | 0.26% | 803 | $1.1M | Reduce -12.5% |
| MRSH Marsh & McLennan Cos | 0.25% | 4,220 | $1.0M | Reduce -9.7% |
| USB US Bancorp | 0.25% | 24,138 | $1.0M | Reduce -6.9% |
| UL Unilever PLC | 0.25% | 17,023 | $1.0M | Add +8.2% |
| LOW Lowe's Cos Inc. | 0.25% | 4,304 | $1.0M | Reduce -21.9% |
| PSP Invesco Global Listed Privat | 0.24% | 15,525 | $995K | Reduce -29.6% |
| SYM Symbotic Inc. | 0.24% | 49,114 | $993K | No change |
| JNJ Johnson & Johnson | 0.24% | 5,920 | $982K | Reduce -7.0% |
| PG The Procter & Gamble Co. | 0.24% | 5,716 | $974K | Add +0.2% |
| PYLD PIMCO Multisector Bond Actv | 0.24% | 36,909 | $973K | Add +44.9% |
| MDT Medtronic PLC | 0.24% | 10,805 | $971K | Reduce -8.1% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.24% | 972 | $961K | Reduce -5.5% |
| TRV The Travelers Cos Inc. | 0.24% | 3,628 | $959K | Reduce -1.6% |
| GLD SPDR Gold Shares | 0.24% | 3,326 | $958K | Reduce -1.4% |
| VFLO Victoryshares Free Cash Flow | 0.23% | 27,859 | $955K | Add +22.1% |
| FTLS First Trust Long/Short Eqty | 0.23% | 14,820 | $950K | Add +4.3% |
| ORLY O'reilly Automotive Inc. | 0.23% | 648 | $928K | Add +1.6% |
| AVGO Broadcom Inc. | 0.22% | 5,461 | $914K | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.22% | 1,101 | $909K | Add +30.8% |
| ABBV Abbvie Inc. | 0.22% | 4,302 | $901K | Add +3.7% |
| WMB Williams Cos Inc. | 0.22% | 15,063 | $900K | Reduce -9.3% |
| TCHP T Rowe Price Blue Chip Growt | 0.22% | 23,414 | $892K | Add +70.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 8,847 | $885K | Reduce -3.4% |
| AMGN Amgen Inc. | 0.21% | 2,796 | $871K | Reduce -8.1% |
| IJR iShares Core S&P Small-Cap E | 0.21% | 16,353 | $871K | Add +14.0% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.21% | 33,435 | $865K | No change |
| UPS United Parcel Service Class B | 0.21% | 7,776 | $855K | Add +71.0% |
Portfolio Sells Q4 2024 → Q1 2025
| IEFA iShares Core MSCI Eafe ETF | Reduce -87.1% | 0.13% | −1.49 |
| NVDA Nvidia Corp. | Reduce -29.7% | 1.12% | −0.87 |
| PROSHARES TR | Sold out | 0.00% | −0.84 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.8% | 3.55% | −0.63 |
| XBXMX Nuveen S&P 500 Buy-WR Inc. | Sold out | 0.00% | −0.53 |
| RDVY First Trust Rising Dividend | Reduce -13.0% | 2.31% | −0.40 |
| PNNT Pennantpark Investment Corp. | Sold out | 0.00% | −0.39 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.38 |
| PKW Invesco Buyback Achievers Et | Reduce -13.5% | 1.79% | −0.36 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -14.1% | 1.84% | −0.30 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -14.3% | 1.41% | −0.28 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.26 |
| IWD iShares Russell 1000 Value E | Sold out | 0.00% | −0.26 |
| VOO Vanguard S&P 500 ETF | Reduce -7.7% | 1.70% | −0.24 |
| HYLS FT Tactical High Yield ETF | Reduce -31.8% | 0.32% | −0.15 |
| TSLA Tesla Inc. | Reduce -14.8% | 0.17% | −0.14 |
| SDVY First Trust Smid Cap Rising | Sold out | 0.00% | −0.14 |
| PSP Invesco Global Listed Privat | Reduce -29.6% | 0.24% | −0.12 |
| FTSL First Trust Senior Loan ETF | Reduce -28.1% | 0.28% | −0.12 |
| UCON First Trust Smith Unconstrai | Reduce -25.5% | 0.31% | −0.11 |
| JKHY Jack Henry & Associates Inc. | Reduce -59.5% | 0.08% | −0.11 |
| YMAR FT VT Int Equ M B- Mar-US I | Reduce -13.1% | 1.00% | −0.10 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.10 |
| GLAD Gladstone Capital Corp. | Reduce -17.7% | 0.37% | −0.10 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.10 |
| AVGO Broadcom Inc. | Reduce -0.7% | 0.22% | −0.09 |
| LOW Lowe's Cos Inc. | Reduce -21.9% | 0.25% | −0.09 |
| CP Canadian Pacific Kansas City | Sold out | 0.00% | −0.09 |
| MAIN Main Street Capital Corp. | Reduce -14.3% | 0.38% | −0.08 |
| CSCO Cisco Systems Inc. | Reduce -41.1% | 0.12% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -28.3% | 0.14% | −0.07 |
| RTO Rentokil Initial PLC-SP ADR | Sold out | 0.00% | −0.07 |
| MCHP Microchip Technology Inc. | Reduce -42.5% | 0.07% | −0.07 |
| WFC Wells Fargo & Co. | Reduce -32.4% | 0.15% | −0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Sold out | 0.00% | −0.07 |
| ROST Ross Stores Inc. | Reduce -24.0% | 0.12% | −0.07 |
| KKR KKR & Co. Inc. | Sold out | 0.00% | −0.07 |
| PYPL PayPal Holdings Inc. | Reduce -3.1% | 0.18% | −0.06 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.06 |
| SAP Sap SE-Sponsored ADR | Reduce -46.3% | 0.09% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -26.4% | 0.15% | −0.06 |
| MARM Ftvestus Max Buff ETF March | Sold out | 0.00% | −0.06 |
| MC Moelis & Co. Class A | Sold out | 0.00% | −0.06 |
| ITGR Integer Holdings Corp. | Sold out | 0.00% | −0.06 |
| BSV Vanguard Short-Term Bond ETF | Sold out | 0.00% | −0.06 |
| ETHA iShares Ethereum Trust ETF | Sold out | 0.00% | −0.06 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.06 |
| SSB Southstate Bank Corp. | Sold out | 0.00% | −0.06 |
| ENOV Enovis Corp. | Sold out | 0.00% | −0.06 |
| CTA Simplify Managed Futures St | Reduce -46.8% | 0.07% | −0.06 |
Portfolio Buys Q4 2024 → Q1 2025
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | New | 2.90% | +2.90 |
| GAP The Gap Inc. | Add +202.3% | 3.46% | +2.14 |
| ACIO Aptus Collared Invest Opp | Add +440.4% | 0.60% | +0.48 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.39% | +0.39 |
| MSDL Morgan Stanley Direct Lendin | New | 0.37% | +0.37 |
| GMOV GMO U.S. Value ETF | Add +276.8% | 0.46% | +0.34 |
| SGOV iShares 0-3 Month Treasury B | New | 0.26% | +0.26 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +260.2% | 0.33% | +0.24 |
| AVUV Avantis US Small Cap Value | Add +219.3% | 0.37% | +0.24 |
| KNGZ FT - S&P 500 DVD Aristocrats | New | 0.20% | +0.20 |
| FTCS First Trust Capital Strength | Add +145.7% | 0.33% | +0.20 |
| FVD First Trust Value Line DVD | New | 0.16% | +0.16 |
| AVMV Avantis US Mid Cap Val ETF | New | 0.16% | +0.16 |
| MDY State Street SPDR S&P Midcap | New | 0.15% | +0.15 |
| EFA iShares MSCI Eafe ETF | Add +35.7% | 0.47% | +0.15 |
| VZ Verizon Communications Inc. | Add +30.3% | 0.43% | +0.14 |
| XOM Exxon Mobil Corp. | Add +1.3% | 0.51% | +0.11 |
| JANM FT Vest US Eq Max Buf Jan | New | 0.11% | +0.11 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.11% | +0.11 |
| DG Dollar General Corp. | New | 0.11% | +0.11 |
| SPXL Direxion Daily S&P 500 Bull | New | 0.11% | +0.11 |
| LDUR PIMCO Enhanced Low Duration | Add +46.8% | 0.33% | +0.11 |
| DGX Quest Diagnostics Inc. | New | 0.10% | +0.10 |
| DECM FT Vest US Eq Max Buf Dec | New | 0.10% | +0.10 |
| JAAA Janus Henderson Aaa Clo ETF | Add +13.0% | 0.87% | +0.10 |
| NEM Newmont Corp. | New | 0.09% | +0.09 |
| PAAA Pgim Aaa Clo ETF | New | 0.09% | +0.09 |
| BANK MONTREAL QUE | New | 0.09% | +0.09 |
| TGT Target Corp. | Add +235.8% | 0.14% | +0.09 |
| ACWV iShares MSCI Global Min Vol | New | 0.08% | +0.08 |
| GLDM SPDR Gold Minishares Trust | Add +0.6% | 0.50% | +0.08 |
| EOG EOG Resources Inc. | Add +0.3% | 1.91% | +0.08 |
| TCHP T Rowe Price Blue Chip Growt | Add +70.3% | 0.22% | +0.08 |
| PYLD PIMCO Multisector Bond Actv | Add +44.9% | 0.24% | +0.08 |
| INTC Intel Corp. | New | 0.08% | +0.08 |
| GSK GSK PLC-Spon ADR | Add +35.9% | 0.21% | +0.07 |
| CVX Chevron Corp. | Add +2.1% | 0.50% | +0.07 |
| XONE Bondbloxx BBG 1 Dur US Treas | Add +79.3% | 0.17% | +0.07 |
| CVS CVS Health Corp. | New | 0.07% | +0.07 |
| PH Parker Hannifin Corp. | New | 0.07% | +0.07 |
| UPS United Parcel Service Class B | Add +71.0% | 0.21% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +71.3% | 0.14% | +0.07 |
| LLY Eli Lilly & Co. | Add +30.8% | 0.22% | +0.06 |
| AEM Agnico Eagle Mines Ltd. | New | 0.06% | +0.06 |
| GIGB Goldman Sachs Inv GRD Corp. | New | 0.06% | +0.06 |
| AOS Smith (a.o.) Corp. | New | 0.06% | +0.06 |
| TECK Teck Resources Ltd.-CLS B | New | 0.06% | +0.06 |
| TTE Totalenergies SE -Spon ADR | Add +46.5% | 0.14% | +0.06 |
| CASY Casey's General Stores Inc. | New | 0.06% | +0.06 |
| QUAL iShares MSCI USA Quality Fac | Add +88.5% | 0.13% | +0.06 |
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 |