Legacy Capital Wealth Partners, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Legacy Capital Wealth Partners, LLC reported 378 stock positions worth $459.8 million. Its top holding was Walmart (WMT) at 11.9% of the portfolio, followed by Hunt (jb) Transprt SVCS (JBHT, 3.5%) and Tesla (TSLA, 2.8%). Compared with Q2 2025, it opened 28 new positions, sold out of 16, added to 168 and reduced 151. The biggest buy was Neos S&P 500 High Income ETF (SPYI, shares +146%) and the biggest sale Gap (GAP, shares −34%).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001766228
- Portfolio Value
- $459.8M (Q3 2025)
- SEC Filing
- 0001951757-25-001415 ↗ filed Nov 13, 2025
Holdings Value
Holdings 378 stocks · $459.8M
| WMT Walmart Inc. | 11.86% | 529,223 | $54.5M | Add +0.5% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 3.48% | 119,383 | $16.0M | Add +0.0% |
| TSLA Tesla Inc. | 2.79% | 28,875 | $12.8M | Reduce -11.1% |
| RDVY First Trust Rising Dividend | 2.18% | 156,653 | $10.0M | Reduce -1.2% |
| IVV iShares Core S&P 500 ETF | 1.92% | 13,163 | $8.8M | Reduce -6.1% |
| FJUN FT Vest US Equity Buff ETF-J | 1.84% | 151,428 | $8.5M | Add +23.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.84% | 92,092 | $8.4M | Add +28.6% |
| GAP The Gap Inc. | 1.78% | 382,356 | $8.2M | Reduce -34.3% |
| PKW Invesco Buyback Achievers Et | 1.69% | 64,552 | $7.8M | Reduce -1.4% |
| RWL Invesco S&P 500 Revenue ETF | 1.68% | 75,347 | $7.7M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 1.59% | 11,950 | $7.3M | Reduce -7.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.56% | 61,969 | $7.2M | Reduce -1.7% |
| NVDA Nvidia Corp. | 1.55% | 38,149 | $7.1M | Reduce -5.5% |
| FAUG FT Vest U.S. Equity Buffer E | 1.36% | 120,037 | $6.2M | Reduce -2.5% |
| AAPL Apple Inc. | 1.34% | 24,210 | $6.2M | Reduce -3.9% |
| EOG EOG Resources Inc. | 1.29% | 53,105 | $6.0M | Reduce -10.5% |
| MSFT Microsoft Corp. | 1.08% | 9,554 | $4.9M | Add +5.9% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.93% | 164,757 | $4.3M | Reduce -0.4% |
| MINT PIMCO Enhanced Short Maturit | 0.90% | 40,963 | $4.1M | Reduce -1.1% |
| AMZN Amazon.com Inc. | 0.85% | 17,900 | $3.9M | Reduce -5.0% |
| SPYI Neos S&P 500 High Income ETF | 0.82% | 71,934 | $3.8M | Add +146.4% |
| JAAA Janus Henderson Aaa Clo ETF | 0.81% | 73,404 | $3.7M | Add +4.9% |
| DFAC Dimensional US Core Equity 2 | 0.73% | 86,899 | $3.4M | Add +6.8% |
| DFAU Dimensional US Core Equity M | 0.73% | 73,233 | $3.4M | Add +16.6% |
| OZK Bank Ozk | 0.69% | 61,838 | $3.2M | Add +0.1% |
| META Meta Platforms Inc. Class A | 0.64% | 4,011 | $2.9M | Add +3.2% |
| SYM Symbotic Inc. | 0.62% | 53,174 | $2.9M | No change |
| GLDM SPDR Gold Minishares Trust | 0.61% | 36,425 | $2.8M | Add +10.6% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.59% | 26,897 | $2.7M | Add +0.1% |
| FLOT iShares Floating Rate Bond E | 0.59% | 52,889 | $2.7M | Reduce -1.5% |
| DFAX Dimensional World Ex US Core | 0.54% | 78,963 | $2.5M | Add +23.2% |
| GOOGL Alphabet Inc. Class A | 0.54% | 10,120 | $2.5M | Add +12.8% |
| GMOV GMO U.S. Value ETF | 0.52% | 90,348 | $2.4M | Add +5.4% |
| ACIO Aptus Collared Invest Opp | 0.50% | 53,417 | $2.3M | Add +0.3% |
| AOK iShares Core 30/70 Conservat | 0.48% | 55,324 | $2.2M | No change |
| JEPI JPMorgan Equity Premium Inco | 0.47% | 37,578 | $2.1M | Add +4.1% |
| V Visa Inc. Class A | 0.46% | 6,253 | $2.1M | Add +0.5% |
| PFF iShares Preferred & Income S | 0.45% | 66,063 | $2.1M | Add +4.1% |
| AVGO Broadcom Inc. | 0.43% | 6,013 | $2.0M | Add +2.2% |
| TCAF T Rowe PRC Cap Appreciation | 0.41% | 50,569 | $1.9M | Add +4.1% |
| JPM JPMorgan Chase & Co. | 0.41% | 5,968 | $1.9M | Reduce -4.7% |
| MLPX Global X MLP & Energy Infras | 0.41% | 29,929 | $1.9M | Add +2.3% |
| AVUV Avantis US Small Cap Value | 0.40% | 18,445 | $1.8M | Add +1.6% |
| PM Philip Morris International | 0.38% | 10,804 | $1.8M | Add +2.7% |
| LDUR PIMCO Enhanced Low Duration | 0.37% | 17,875 | $1.7M | Reduce -1.1% |
| DMAR FT Vest US Equity Deep Buffe | 0.37% | 41,923 | $1.7M | Reduce -0.1% |
| CVX Chevron Corp. | 0.37% | 10,865 | $1.7M | Add +6.4% |
| EFA iShares MSCI Eafe ETF | 0.37% | 18,051 | $1.7M | Add +0.4% |
| MAIN Main Street Capital Corp. | 0.35% | 25,648 | $1.6M | Reduce -2.3% |
| XOM Exxon Mobil Corp. | 0.35% | 14,124 | $1.6M | Reduce -0.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.34% | 8,422 | $1.6M | Add +0.0% |
| HTGC Hercules Capital Inc. | 0.34% | 81,662 | $1.5M | Reduce -0.5% |
| HD Home Depot Inc. | 0.33% | 3,761 | $1.5M | Add +6.3% |
| BND Vanguard Total Bond Market | 0.33% | 20,155 | $1.5M | Reduce -2.4% |
| VZ Verizon Communications Inc. | 0.32% | 33,418 | $1.5M | Reduce -2.9% |
| GBDC Golub Capital BDC Inc. | 0.32% | 106,258 | $1.5M | Reduce -1.4% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 52,725 | $1.4M | Add +9.3% |
| FTCS First Trust Capital Strength | 0.31% | 15,089 | $1.4M | Add +5.8% |
| TSLX Sixth Street Specialty Lendi | 0.30% | 61,259 | $1.4M | Reduce -1.2% |
| GAIN Gladstone Investment Corp. | 0.30% | 101,206 | $1.4M | Reduce -1.0% |
| NFLX Netflix Inc. | 0.30% | 1,139 | $1.4M | Add +6.3% |
| TRIN Trinity Capital Inc. | 0.30% | 87,998 | $1.4M | Reduce -1.4% |
| USB US Bancorp | 0.29% | 27,991 | $1.4M | Add +1.2% |
| HYLS FT Tactical High Yield ETF | 0.29% | 32,750 | $1.3M | Add +9.1% |
| FDUS Fidus Investment Corp. | 0.29% | 65,449 | $1.3M | Reduce -0.9% |
| CAVA Cava Group Inc. | 0.29% | 21,937 | $1.3M | Add +81.4% |
| ARCC Ares Capital Corp. | 0.29% | 64,344 | $1.3M | Reduce -0.7% |
| IWB iShares Russell 1000 ETF | 0.28% | 3,543 | $1.3M | Add +32.1% |
| DFAI Dimensional International Co. | 0.28% | 35,275 | $1.3M | Add +14.8% |
| CSWC Capital Southwest Corp. | 0.28% | 58,639 | $1.3M | Reduce -0.7% |
| UCON First Trust Smith Unconstrai | 0.28% | 50,229 | $1.3M | Add +4.6% |
| PLTR Palantir Technologies Inc. Class A | 0.27% | 6,904 | $1.3M | Reduce -18.6% |
| MA Mastercard Inc. Class A | 0.27% | 2,201 | $1.3M | Add +2.1% |
| BXSL Blackstone Secured Lending F | 0.27% | 47,139 | $1.2M | Reduce -0.7% |
| TCHP T Rowe Price Blue Chip Growt | 0.27% | 24,985 | $1.2M | Reduce -2.6% |
| GLD SPDR Gold Shares | 0.26% | 3,308 | $1.2M | No change |
| OBDC Blue Owl Capital Corp. | 0.25% | 90,388 | $1.2M | Reduce -0.8% |
| GLAD Gladstone Capital Corp. | 0.25% | 52,407 | $1.1M | Reduce -0.6% |
| ORLY O'reilly Automotive Inc. | 0.25% | 10,606 | $1.1M | Add +6.4% |
| MSDL Morgan Stanley Direct Lendin | 0.25% | 70,827 | $1.1M | Reduce -0.4% |
| FTLS First Trust Long/Short Eqty | 0.25% | 16,256 | $1.1M | Add +15.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 7,816 | $1.1M | Add +51.0% |
| IWD iShares Russell 1000 Value E | 0.24% | 5,532 | $1.1M | Add +68.7% |
| UNP Union Pacific Corp. | 0.24% | 4,744 | $1.1M | Reduce -0.2% |
| FTSL First Trust Senior Loan ETF | 0.24% | 24,351 | $1.1M | Add +6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 2,218 | $1.1M | Add +4.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.24% | 14,160 | $1.1M | Reduce -23.1% |
| GOOG Alphabet Inc. Class C | 0.24% | 4,466 | $1.1M | Add +14.3% |
| UL Unilever PLC | 0.23% | 18,223 | $1.1M | Add +6.2% |
| JNJ Johnson & Johnson | 0.23% | 5,798 | $1.1M | Add +2.2% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.23% | 13,107 | $1.1M | Add +13.6% |
| MRSH Marsh & McLennan Cos | 0.23% | 5,244 | $1.1M | Add +33.5% |
| ABBV Abbvie Inc. | 0.23% | 4,530 | $1.0M | Reduce -1.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 9,043 | $1.0M | Add +1.8% |
| IWP iShares Russell Mid-Cap Grow | 0.22% | 7,009 | $998K | Reduce -2.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.22% | 1,039 | $990K | Add +5.2% |
| MDT Medtronic PLC | 0.21% | 10,155 | $967K | Reduce -2.7% |
| DFAT Dimensional US Target Value | 0.21% | 16,598 | $966K | Add +16.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.21% | 3,420 | $955K | Add +8.2% |
| LOW Lowe's Cos Inc. | 0.21% | 3,785 | $951K | Reduce -1.6% |
Portfolio Sells Q2 2025 → Q3 2025
| GAP The Gap Inc. | Reduce -34.3% | 1.78% | −1.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -92.5% | 0.05% | −0.58 |
| MUB iShares National Muni Bond E | Reduce -87.2% | 0.07% | −0.46 |
| EOG EOG Resources Inc. | Reduce -10.5% | 1.29% | −0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.7% | 1.56% | −0.28 |
| MUNI PIMCO Intermediate Municipal | Reduce -77.0% | 0.05% | −0.16 |
| ACN Accenture PLC Class A | Reduce -39.0% | 0.14% | −0.15 |
| XHLF Bondbloxx BBG 6 MTH US Treas | Sold out | 0.00% | −0.12 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -60.0% | 0.06% | −0.10 |
| ANSS Ansys Inc. | Sold out | 0.00% | −0.09 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.09 |
| AMZN Amazon.com Inc. | Reduce -5.0% | 0.85% | −0.09 |
| KDP Keurig Dr Pepper Inc. | Sold out | 0.00% | −0.08 |
| ABT Abbott Laboratories | Reduce -40.0% | 0.11% | −0.08 |
| CMG Chipotle Mexican Grill Inc. | Sold out | 0.00% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -7.3% | 1.59% | −0.07 |
| GLAD Gladstone Capital Corp. | Reduce -0.6% | 0.25% | −0.07 |
| UNH Unitedhealth Group Inc. | Reduce -30.9% | 0.18% | −0.07 |
| AXP American Express Co. | Sold out | 0.00% | −0.07 |
| KVUE Kenvue Inc. | Reduce -22.6% | 0.09% | −0.07 |
| BXSL Blackstone Secured Lending F | Reduce -0.7% | 0.27% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -6.1% | 1.92% | −0.06 |
| DFEB FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -23.1% | 0.24% | −0.06 |
| ODFL Old Dominion Freight Line | Sold out | 0.00% | −0.06 |
| MP MP Materials Corp. | Sold out | 0.00% | −0.06 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.06 |
| MSDL Morgan Stanley Direct Lendin | Reduce -0.4% | 0.25% | −0.06 |
| IT Gartner Inc. | Sold out | 0.00% | −0.05 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.05 |
| SPOT Spotify Technology SA | Sold out | 0.00% | −0.05 |
| MINT PIMCO Enhanced Short Maturit | Reduce -1.1% | 0.90% | −0.05 |
| UPS United Parcel Service Class B | Reduce -14.2% | 0.11% | −0.05 |
| ITGR Integer Holdings Corp. | Sold out | 0.00% | −0.05 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.05 |
| OBDC Blue Owl Capital Corp. | Reduce -0.8% | 0.25% | −0.05 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.05 |
| LLY Eli Lilly & Co. | Reduce -23.4% | 0.11% | −0.05 |
| CMCSA Comcast Corp. Class A | Reduce -26.4% | 0.07% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -11.1% | 0.14% | −0.04 |
| TGT Target Corp. | Reduce -41.9% | 0.04% | −0.04 |
| GBDC Golub Capital BDC Inc. | Reduce -1.4% | 0.32% | −0.04 |
| ARCC Ares Capital Corp. | Reduce -0.7% | 0.29% | −0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -6.5% | 0.08% | −0.04 |
| FLOT iShares Floating Rate Bond E | Reduce -1.5% | 0.59% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -16.6% | 0.06% | −0.03 |
| GL Globe Life Inc. | Reduce -35.6% | 0.08% | −0.03 |
| TRV The Travelers Cos Inc. | Reduce -15.3% | 0.18% | −0.03 |
| TPL Texas Pacific Land Corp. | Reduce -2.3% | 0.15% | −0.03 |
| TSLX Sixth Street Specialty Lendi | Reduce -1.2% | 0.30% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| SPYI Neos S&P 500 High Income ETF | Add +146.4% | 0.82% | +0.48 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +28.6% | 1.84% | +0.34 |
| FJUN FT Vest US Equity Buff ETF-J | Add +23.1% | 1.84% | +0.34 |
| GOOGL Alphabet Inc. Class A | Add +12.8% | 0.54% | +0.18 |
| TAFI AB Tax Aware Short Dur Muni | New | 0.17% | +0.17 |
| WMT Walmart Inc. | Add +0.5% | 11.86% | +0.15 |
| DFAU Dimensional US Core Equity M | Add +16.6% | 0.73% | +0.12 |
| GLDM SPDR Gold Minishares Trust | Add +10.6% | 0.61% | +0.11 |
| ETHA iShares Ethereum Trust ETF | New | 0.11% | +0.11 |
| DFAX Dimensional World Ex US Core | Add +23.2% | 0.54% | +0.11 |
| APH Amphenol Corp. Class A | New | 0.10% | +0.10 |
| TJX TJX Companies Inc. | Add +51.0% | 0.25% | +0.10 |
| IWD iShares Russell 1000 Value E | Add +68.7% | 0.24% | +0.10 |
| TT Trane Technologies PLC | New | 0.10% | +0.10 |
| DOC Healthpeak Properties Inc. | New | 0.09% | +0.09 |
| CMDT PIMCO Commodity Active Strat | New | 0.08% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.08% | +0.08 |
| PH Parker Hannifin Corp. | Add +101.5% | 0.15% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +14.3% | 0.24% | +0.08 |
| HSY The Hershey Co. | Add +76.5% | 0.16% | +0.07 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | New | 0.07% | +0.07 |
| IWB iShares Russell 1000 ETF | Add +32.1% | 0.28% | +0.07 |
| DSEP FT Vest U.S. Equity Deep Buf | New | 0.07% | +0.07 |
| ICLR Icon PLC | Add +35.7% | 0.20% | +0.07 |
| TAFM AB Tax Aware Inter Muni | New | 0.07% | +0.07 |
| CME Cme Group Inc. | New | 0.07% | +0.07 |
| DFAC Dimensional US Core Equity 2 | Add +6.8% | 0.73% | +0.06 |
| INTC Intel Corp. | Add +49.0% | 0.12% | +0.06 |
| AVGO Broadcom Inc. | Add +2.2% | 0.43% | +0.06 |
| BUFY Ftvest Lddrdintlmod Buff ETF | New | 0.06% | +0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.06% | +0.06 |
| IBIT iShares Bitcoin Trust ETF | Add +107.2% | 0.11% | +0.06 |
| TMO Thermo Fisher Scientific Inc. | Add +45.5% | 0.15% | +0.06 |
| RKLB Rocket Lab Corp. | Add +17.0% | 0.17% | +0.06 |
| LRCX Lam Research Corp. | Add +5.8% | 0.20% | +0.06 |
| CAVA Cava Group Inc. | Add +81.4% | 0.29% | +0.06 |
| MSFT Microsoft Corp. | Add +5.9% | 1.08% | +0.06 |
| BUFZ FT Vest Laddered Moderate Bu | Add +70.2% | 0.13% | +0.05 |
| BUFS Ftvest Lddrdsmcpmod Buff ETF | New | 0.05% | +0.05 |
| PTC PTC Inc. | New | 0.05% | +0.05 |
| TMSL T.rowe PRC Small-Mid Cap ETF | New | 0.05% | +0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +38.4% | 0.18% | +0.05 |
| SNPS Synopsys Inc. | Add +43.5% | 0.20% | +0.05 |
| ABNB Airbnb Inc. Class A | New | 0.05% | +0.05 |
| AUB Atlantic Union Bankshares Co. | New | 0.05% | +0.05 |
| DFAW Dimensional World Eqty ETF | New | 0.05% | +0.05 |
| GPN Global Payments Inc. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | Add +8.2% | 0.21% | +0.04 |
| HOOD Robinhood Markets Inc. Class A | New | 0.04% | +0.04 |
| ICFI Icf International Inc. | New | 0.04% | +0.04 |
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 |