Legacy Capital Wealth Partners, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Legacy Capital Wealth Partners, LLC reported 366 stock positions worth $439.3 million. Its top holding was Walmart (WMT) at 11.7% of the portfolio, followed by Hunt (jb) Transprt SVCS (JBHT, 3.9%) and Gap (GAP, 2.9%). Compared with Q1 2025, it opened 49 new positions, sold out of 34, added to 120 and reduced 177. The biggest buy was Tesla (TSLA, shares +1103%) and the biggest sale an exit from Dir DLY SP 500 BR 1X ETF-Usi (SPDN).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001766228
- Portfolio Value
- $439.3M (Q2 2025)
- SEC Filing
- 0001951757-25-001078 ↗ filed Aug 13, 2025
Holdings Value
Holdings 366 stocks · $439.3M
| WMT Walmart Inc. | 11.72% | 526,414 | $51.5M | Add +2.0% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 3.90% | 119,333 | $17.1M | No change |
| GAP The Gap Inc. | 2.89% | 582,356 | $12.7M | Reduce -14.8% |
| TSLA Tesla Inc. | 2.35% | 32,469 | $10.3M | Add +1103.0% |
| RDVY First Trust Rising Dividend | 2.17% | 158,580 | $9.5M | Reduce -5.1% |
| IVV iShares Core S&P 500 ETF | 1.98% | 14,015 | $8.7M | Reduce -6.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.84% | 63,014 | $8.1M | Reduce -16.8% |
| PKW Invesco Buyback Achievers Et | 1.70% | 65,461 | $7.5M | Reduce -6.0% |
| RWL Invesco S&P 500 Revenue ETF | 1.68% | 75,944 | $7.4M | Reduce -5.5% |
| VOO Vanguard S&P 500 ETF | 1.67% | 12,886 | $7.3M | Reduce -4.4% |
| EOG EOG Resources Inc. | 1.61% | 59,316 | $7.1M | Reduce -1.9% |
| FJUN FT Vest US Equity Buff ETF-J | 1.50% | 123,036 | $6.6M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.50% | 71,633 | $6.6M | Add +387.7% |
| NVDA Nvidia Corp. | 1.45% | 40,387 | $6.4M | Reduce -4.0% |
| FAUG FT Vest U.S. Equity Buffer E | 1.37% | 123,141 | $6.0M | Reduce -2.2% |
| AAPL Apple Inc. | 1.18% | 25,204 | $5.2M | Add +2.9% |
| MSFT Microsoft Corp. | 1.02% | 9,019 | $4.5M | Add +0.0% |
| MINT PIMCO Enhanced Short Maturit | 0.95% | 41,439 | $4.2M | Reduce -9.4% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.95% | 165,480 | $4.2M | Reduce -3.5% |
| AMZN Amazon.com Inc. | 0.94% | 18,836 | $4.1M | Add +4.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.81% | 69,981 | $3.6M | Add +0.5% |
| DFAC Dimensional US Core Equity 2 | 0.66% | 81,408 | $2.9M | New |
| OZK Bank Ozk | 0.66% | 61,775 | $2.9M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.65% | 3,887 | $2.9M | Add +2.2% |
| RSP Invesco S&P 500 Equal Weight | 0.62% | 15,079 | $2.7M | New |
| FLOT iShares Floating Rate Bond E | 0.62% | 53,696 | $2.7M | Add +1.0% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.62% | 26,865 | $2.7M | Add +0.1% |
| DFAU Dimensional US Core Equity M | 0.61% | 62,827 | $2.7M | New |
| MUB iShares National Muni Bond E | 0.53% | 22,147 | $2.3M | Add +826.3% |
| V Visa Inc. Class A | 0.50% | 6,221 | $2.2M | Reduce -1.4% |
| ACIO Aptus Collared Invest Opp | 0.50% | 53,243 | $2.2M | Reduce -15.1% |
| GMOV GMO U.S. Value ETF | 0.49% | 85,715 | $2.2M | Add +13.4% |
| AOK iShares Core 30/70 Conservat | 0.49% | 55,324 | $2.2M | Reduce -4.7% |
| GLDM SPDR Gold Minishares Trust | 0.49% | 32,922 | $2.2M | Add +0.5% |
| SYM Symbotic Inc. | 0.47% | 53,174 | $2.1M | Add +8.3% |
| JEPI JPMorgan Equity Premium Inco | 0.47% | 36,085 | $2.1M | Add +4.1% |
| PFF iShares Preferred & Income S | 0.44% | 63,474 | $1.9M | Add +3.7% |
| PM Philip Morris International | 0.44% | 10,516 | $1.9M | Add +3.9% |
| DFAX Dimensional World Ex US Core | 0.43% | 64,083 | $1.9M | New |
| MLPX Global X MLP & Energy Infras | 0.42% | 29,246 | $1.8M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 0.41% | 6,260 | $1.8M | Reduce -10.7% |
| LDUR PIMCO Enhanced Low Duration | 0.39% | 18,077 | $1.7M | Add +29.1% |
| TCAF T Rowe PRC Cap Appreciation | 0.39% | 48,587 | $1.7M | Reduce -2.2% |
| DMAR FT Vest US Equity Deep Buffe | 0.38% | 41,980 | $1.7M | New |
| AVUV Avantis US Small Cap Value | 0.38% | 18,154 | $1.7M | Add +6.6% |
| AVGO Broadcom Inc. | 0.37% | 5,884 | $1.6M | Add +7.8% |
| EFA iShares MSCI Eafe ETF | 0.37% | 17,979 | $1.6M | Reduce -22.3% |
| GOOGL Alphabet Inc. Class A | 0.36% | 8,971 | $1.6M | Add +1.6% |
| GBDC Golub Capital BDC Inc. | 0.36% | 107,781 | $1.6M | Reduce -2.9% |
| MAIN Main Street Capital Corp. | 0.35% | 26,250 | $1.6M | Reduce -4.3% |
| XOM Exxon Mobil Corp. | 0.35% | 14,259 | $1.5M | Reduce -93.1% |
| BND Vanguard Total Bond Market | 0.35% | 20,658 | $1.5M | Reduce -0.1% |
| HTGC Hercules Capital Inc. | 0.34% | 82,035 | $1.5M | Reduce -3.0% |
| VZ Verizon Communications Inc. | 0.34% | 34,404 | $1.5M | Reduce -10.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.34% | 8,421 | $1.5M | Add +3.8% |
| TSLX Sixth Street Specialty Lendi | 0.34% | 61,987 | $1.5M | Reduce -3.1% |
| SPYI Neos S&P 500 High Income ETF | 0.33% | 29,190 | $1.5M | New |
| CVX Chevron Corp. | 0.33% | 10,213 | $1.5M | Reduce -15.8% |
| BXSL Blackstone Secured Lending F | 0.33% | 47,467 | $1.5M | Reduce -3.0% |
| GAIN Gladstone Investment Corp. | 0.33% | 102,257 | $1.5M | Reduce -3.6% |
| NFLX Netflix Inc. | 0.33% | 1,072 | $1.4M | Reduce -10.8% |
| ARCC Ares Capital Corp. | 0.32% | 64,767 | $1.4M | Reduce -3.0% |
| GLAD Gladstone Capital Corp. | 0.32% | 52,709 | $1.4M | Reduce -3.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.30% | 18,425 | $1.3M | Reduce -15.5% |
| FDUS Fidus Investment Corp. | 0.30% | 66,037 | $1.3M | Reduce -2.7% |
| MSDL Morgan Stanley Direct Lendin | 0.30% | 71,091 | $1.3M | Reduce -5.0% |
| OBDC Blue Owl Capital Corp. | 0.30% | 91,136 | $1.3M | Reduce -2.5% |
| CSWC Capital Southwest Corp. | 0.30% | 59,024 | $1.3M | Reduce -2.0% |
| HD Home Depot Inc. | 0.30% | 3,539 | $1.3M | Add +3.3% |
| FTCS First Trust Capital Strength | 0.30% | 14,264 | $1.3M | Reduce -4.2% |
| SCHD Schwab US DVD Equity ETF | 0.29% | 48,224 | $1.3M | New |
| TRIN Trinity Capital Inc. | 0.29% | 89,257 | $1.3M | Reduce -3.1% |
| USB US Bancorp | 0.28% | 27,650 | $1.3M | Add +14.6% |
| ACN Accenture PLC Class A | 0.28% | 4,131 | $1.2M | Add +0.6% |
| HYLS FT Tactical High Yield ETF | 0.28% | 30,019 | $1.2M | Reduce -4.7% |
| MA Mastercard Inc. Class A | 0.28% | 2,156 | $1.2M | Reduce -1.9% |
| UCON First Trust Smith Unconstrai | 0.27% | 48,029 | $1.2M | Reduce -5.9% |
| TCHP T Rowe Price Blue Chip Growt | 0.26% | 25,661 | $1.2M | Add +9.6% |
| PLTR Palantir Technologies Inc. Class A | 0.26% | 8,477 | $1.2M | Add +26.4% |
| UNH Unitedhealth Group Inc. | 0.25% | 3,561 | $1.1M | Add +4.5% |
| UNP Union Pacific Corp. | 0.25% | 4,755 | $1.1M | Reduce -7.8% |
| DFAI Dimensional International Co. | 0.24% | 30,715 | $1.1M | New |
| UL Unilever PLC | 0.24% | 17,159 | $1.0M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.23% | 2,121 | $1.0M | Add +4.9% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.23% | 988 | $1.0M | Add +1.6% |
| FTSL First Trust Senior Loan ETF | 0.23% | 22,922 | $1.0M | Reduce -8.2% |
| CAVA Cava Group Inc. | 0.23% | 12,092 | $1.0M | New |
| GLD SPDR Gold Shares | 0.23% | 3,308 | $1.0M | Reduce -0.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.23% | 8,882 | $995K | Add +0.4% |
| IWP iShares Russell Mid-Cap Grow | 0.23% | 7,169 | $994K | Add +0.4% |
| INTU Intuit Inc. | 0.22% | 1,234 | $972K | Reduce -1.4% |
| FTLS First Trust Long/Short Eqty | 0.21% | 14,105 | $935K | Reduce -4.8% |
| TRV The Travelers Cos Inc. | 0.21% | 3,447 | $922K | Reduce -5.0% |
| MUNI PIMCO Intermediate Municipal | 0.21% | 17,829 | $916K | Reduce -32.1% |
| IWB iShares Russell 1000 ETF | 0.21% | 2,681 | $910K | New |
| MDT Medtronic PLC | 0.21% | 10,436 | $910K | Reduce -3.4% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.21% | 34,873 | $901K | Add +4.3% |
| ORLY O'reilly Automotive Inc. | 0.20% | 9,968 | $898K | Add +2.5% |
| PSP Invesco Global Listed Privat | 0.20% | 12,978 | $894K | Reduce -16.4% |
| JNJ Johnson & Johnson | 0.20% | 5,671 | $866K | Reduce -4.2% |
Portfolio Sells Q1 2025 → Q2 2025
| SPDN Dir DLY SP 500 BR 1X ETF-Usi | Sold out | 0.00% | −2.90 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -16.8% | 1.84% | −1.71 |
| GAP The Gap Inc. | Reduce -14.8% | 2.89% | −0.57 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.43 |
| EOG EOG Resources Inc. | Reduce -1.9% | 1.61% | −0.29 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.26 |
| MINT PIMCO Enhanced Short Maturit | Reduce -9.4% | 0.95% | −0.18 |
| CVX Chevron Corp. | Reduce -15.8% | 0.33% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -93.1% | 0.35% | −0.16 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -5.5% | 1.68% | −0.16 |
| RDVY First Trust Rising Dividend | Reduce -5.1% | 2.17% | −0.14 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -41.0% | 0.20% | −0.13 |
| MUNI PIMCO Intermediate Municipal | Reduce -32.1% | 0.21% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -28.2% | 0.09% | −0.12 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.11 |
| XLRE SS Real Estate Select Sector | Sold out | 0.00% | −0.11 |
| AMGN Amgen Inc. | Reduce -41.5% | 0.10% | −0.11 |
| SPXL Direxion Daily S&P 500 Bull | Sold out | 0.00% | −0.11 |
| AAPR Ino Eq Po ETF 2YR AP2028-Usd | Sold out | 0.00% | −0.11 |
| LONZ PIMCO Senior Loan Active ETF | Sold out | 0.00% | −0.10 |
| EFA iShares MSCI Eafe ETF | Reduce -22.3% | 0.37% | −0.10 |
| ACIO Aptus Collared Invest Opp | Reduce -15.1% | 0.50% | −0.10 |
| MRK Merck & Co. Inc. | Reduce -47.3% | 0.07% | −0.09 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Sold out | 0.00% | −0.09 |
| IVV iShares Core S&P 500 ETF | Reduce -6.5% | 1.98% | −0.09 |
| PKW Invesco Buyback Achievers Et | Reduce -6.0% | 1.70% | −0.09 |
| BANK MONTREAL QUE | Sold out | 0.00% | −0.09 |
| VZ Verizon Communications Inc. | Reduce -10.0% | 0.34% | −0.09 |
| ACWV iShares MSCI Global Min Vol | Sold out | 0.00% | −0.08 |
| VFLO Victoryshares Free Cash Flow | Reduce -30.8% | 0.15% | −0.08 |
| TPL Texas Pacific Land Corp. | Reduce -5.7% | 0.18% | −0.08 |
| HYZD Wisdomtree Interest Rate Hed | Sold out | 0.00% | −0.08 |
| XCEM Columbia Em Core Ex-China | Sold out | 0.00% | −0.08 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.08 |
| CTA Simplify Managed Futures St | Sold out | 0.00% | −0.07 |
| PYLD PIMCO Multisector Bond Actv | Reduce -24.4% | 0.17% | −0.07 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | Sold out | 0.00% | −0.07 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.07 |
| TMSL T.rowe PRC Small-Mid Cap ETF | Sold out | 0.00% | −0.07 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.06 |
| MSDL Morgan Stanley Direct Lendin | Reduce -5.0% | 0.30% | −0.06 |
| LLY Eli Lilly & Co. | Reduce -18.4% | 0.16% | −0.06 |
| AVLV Avantis US Large Cap Value | Reduce -30.7% | 0.13% | −0.06 |
| COP Conocophillips | Reduce -45.8% | 0.05% | −0.06 |
| AEM Agnico Eagle Mines Ltd. | Sold out | 0.00% | −0.06 |
| GIGB Goldman Sachs Inv GRD Corp. | Sold out | 0.00% | −0.06 |
| TECK Teck Resources Ltd.-CLS B | Sold out | 0.00% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -21.7% | 0.09% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -45.8% | 0.07% | −0.06 |
| HTGC Hercules Capital Inc. | Reduce -3.0% | 0.34% | −0.06 |
Portfolio Buys Q1 2025 → Q2 2025
| TSLA Tesla Inc. | Add +1103.0% | 2.35% | +2.18 |
| FJUN FT Vest US Equity Buff ETF-J | New | 1.50% | +1.50 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +387.7% | 1.50% | +1.16 |
| DFAC Dimensional US Core Equity 2 | New | 0.66% | +0.66 |
| RSP Invesco S&P 500 Equal Weight | New | 0.62% | +0.62 |
| DFAU Dimensional US Core Equity M | New | 0.61% | +0.61 |
| WMT Walmart Inc. | Add +2.0% | 11.72% | +0.57 |
| MUB iShares National Muni Bond E | Add +826.3% | 0.53% | +0.46 |
| DFAX Dimensional World Ex US Core | New | 0.43% | +0.43 |
| DMAR FT Vest US Equity Deep Buffe | New | 0.38% | +0.38 |
| SPYI Neos S&P 500 High Income ETF | New | 0.33% | +0.33 |
| SCHD Schwab US DVD Equity ETF | New | 0.29% | +0.29 |
| DFAI Dimensional International Co. | New | 0.24% | +0.24 |
| CAVA Cava Group Inc. | New | 0.23% | +0.23 |
| SYM Symbotic Inc. | Add +8.3% | 0.47% | +0.23 |
| IWB iShares Russell 1000 ETF | New | 0.21% | +0.21 |
| MSFT Microsoft Corp. | Add +0.0% | 1.02% | +0.19 |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | New | 0.18% | +0.18 |
| DFAT Dimensional US Target Value | New | 0.17% | +0.17 |
| USDU Wisdomtree BBG Usd Bullish | New | 0.15% | +0.15 |
| DFAR Dimensional US Real Est ETF | New | 0.15% | +0.15 |
| IWD iShares Russell 1000 Value E | New | 0.14% | +0.14 |
| AVGO Broadcom Inc. | Add +7.8% | 0.37% | +0.14 |
| TNGY Tortoise Energy ETF | New | 0.14% | +0.14 |
| PLTR Palantir Technologies Inc. Class A | Add +26.4% | 0.26% | +0.12 |
| DFAS Dimensional US Small Cap ETF | New | 0.12% | +0.12 |
| DFEM Dimensional Emrg MRKT Core | New | 0.12% | +0.12 |
| META Meta Platforms Inc. Class A | Add +2.2% | 0.65% | +0.11 |
| DFUS Dimensional US Eq MKT ETF | New | 0.11% | +0.11 |
| AMZN Amazon.com Inc. | Add +4.7% | 0.94% | +0.10 |
| IWF iShares Russell 1000 Growth | Add +98.2% | 0.17% | +0.09 |
| DFNM Dimensional National Muni BD | New | 0.09% | +0.09 |
| BF.B Brown-Forman Corp. Class B | New | 0.09% | +0.09 |
| DFIS Dimensional International SM | New | 0.09% | +0.09 |
| HSY The Hershey Co. | New | 0.08% | +0.08 |
| FEBM FT Vest US Eq Max Buf Feb | New | 0.08% | +0.08 |
| BUFZ FT Vest Laddered Moderate Bu | New | 0.08% | +0.08 |
| DFSD Dimensional Short Duration | New | 0.08% | +0.08 |
| LHX L3HARRIS Technologies Inc. | Add +85.8% | 0.15% | +0.08 |
| CARY Angel Oak Income ETF | New | 0.07% | +0.07 |
| COF Capital One Financial Corp. | Add +62.6% | 0.16% | +0.07 |
| DFIP Dimensional Inflation-Protec | New | 0.07% | +0.07 |
| SCHG Schwab US Large-Cap Growth | New | 0.07% | +0.07 |
| DFEB FT Vest U.S. Equity Deep Buf | New | 0.06% | +0.06 |
| LDUR PIMCO Enhanced Low Duration | Add +29.1% | 0.39% | +0.06 |
| STE Steris PLC | New | 0.06% | +0.06 |
| ICLR Icon PLC | Add +150.0% | 0.13% | +0.06 |
| TEL Te Connectivity PLC | New | 0.06% | +0.06 |
| MP MP Materials Corp. | New | 0.06% | +0.06 |
| PSA Public Storage | New | 0.06% | +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 |