Legacy Capital Wealth Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 16, 2026), Legacy Capital Wealth Partners, LLC reported 376 stock positions worth $465.9 million. Its top holding was Walmart (WMT) at 12.5% of the portfolio, followed by Hunt (jb) Transprt SVCS (JBHT, 5.0%) and Tesla (TSLA, 2.4%). Compared with Q3 2025, it opened 23 new positions, sold out of 25, added to 143 and reduced 181. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +6%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −54%).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001766228
- Portfolio Value
- $465.9M (Q4 2025)
- SEC Filing
- 0001951757-26-000179 ↗ filed Jan 16, 2026
Holdings Value
Holdings 376 stocks · $465.9M
| WMT Walmart Inc. | 12.50% | 522,881 | $58.3M | Reduce -1.2% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 4.98% | 119,383 | $23.2M | No change |
| TSLA Tesla Inc. | 2.37% | 24,579 | $11.1M | Reduce -14.9% |
| RDVY First Trust Rising Dividend | 2.13% | 150,627 | $9.9M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.10% | 65,862 | $9.8M | Add +6.3% |
| GAP The Gap Inc. | 2.08% | 378,581 | $9.7M | Reduce -1.0% |
| IVV iShares Core S&P 500 ETF | 1.80% | 12,259 | $8.4M | Reduce -6.9% |
| FJUN FT Vest US Equity Buff ETF-J | 1.73% | 140,953 | $8.0M | Reduce -6.9% |
| RWL Invesco S&P 500 Revenue ETF | 1.64% | 72,517 | $7.6M | Reduce -3.8% |
| VOO Vanguard S&P 500 ETF | 1.55% | 11,493 | $7.2M | Reduce -3.8% |
| PKW Invesco Buyback Achievers Et | 1.52% | 58,755 | $7.1M | Reduce -9.0% |
| NVDA Nvidia Corp. | 1.52% | 37,903 | $7.1M | Reduce -0.6% |
| AAPL Apple Inc. | 1.43% | 24,491 | $6.7M | Add +1.2% |
| FAUG FT Vest U.S. Equity Buffer E | 1.26% | 110,793 | $5.9M | Reduce -7.7% |
| EOG EOG Resources Inc. | 1.20% | 53,116 | $5.6M | Add +0.0% |
| MSFT Microsoft Corp. | 0.99% | 9,544 | $4.6M | Reduce -0.1% |
| JAAA Janus Henderson Aaa Clo ETF | 0.90% | 83,344 | $4.2M | Add +13.5% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.88% | 154,010 | $4.1M | Reduce -6.5% |
| AMZN Amazon.com Inc. | 0.87% | 17,553 | $4.1M | Reduce -1.9% |
| SPYI Neos S&P 500 High Income ETF | 0.86% | 76,078 | $4.0M | Add +5.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.83% | 42,259 | $3.9M | Reduce -54.1% |
| DFAC Dimensional US Core Equity 2 | 0.73% | 86,010 | $3.4M | Reduce -1.0% |
| GLDM SPDR Gold Minishares Trust | 0.71% | 38,950 | $3.3M | Add +6.9% |
| DFAU Dimensional US Core Equity M | 0.70% | 69,992 | $3.3M | Reduce -4.4% |
| GOOGL Alphabet Inc. Class A | 0.70% | 10,377 | $3.2M | Add +2.5% |
| SYM Symbotic Inc. | 0.68% | 53,174 | $3.2M | No change |
| OZK Bank Ozk | 0.61% | 61,794 | $2.8M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.59% | 4,193 | $2.8M | Add +4.5% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.58% | 26,931 | $2.7M | Add +0.1% |
| GMOV GMO U.S. Value ETF | 0.57% | 96,504 | $2.7M | Add +6.8% |
| DFAX Dimensional World Ex US Core | 0.55% | 78,481 | $2.6M | Reduce -0.6% |
| ACIO Aptus Collared Invest Opp | 0.50% | 53,688 | $2.3M | Add +0.5% |
| JEPI JPMorgan Equity Premium Inco | 0.50% | 40,850 | $2.3M | Add +8.7% |
| PFF iShares Preferred & Income S | 0.47% | 71,190 | $2.2M | Add +7.8% |
| AOK iShares Core 30/70 Conservat | 0.47% | 54,879 | $2.2M | Reduce -0.8% |
| V Visa Inc. Class A | 0.47% | 6,182 | $2.2M | Reduce -1.1% |
| MINT PIMCO Enhanced Short Maturit | 0.44% | 20,652 | $2.1M | Reduce -49.6% |
| AVUV Avantis US Small Cap Value | 0.43% | 19,618 | $2.0M | Add +6.4% |
| AVGO Broadcom Inc. | 0.42% | 5,715 | $2.0M | Reduce -5.0% |
| TCAF T Rowe PRC Cap Appreciation | 0.40% | 49,261 | $1.9M | Reduce -2.6% |
| JPM JPMorgan Chase & Co. | 0.40% | 5,825 | $1.9M | Reduce -2.4% |
| MLPX Global X MLP & Energy Infras | 0.40% | 30,718 | $1.9M | Add +2.6% |
| FTLS First Trust Long/Short Eqty | 0.38% | 25,120 | $1.8M | Add +54.5% |
| PM Philip Morris International | 0.38% | 10,957 | $1.8M | Add +1.4% |
| EFA iShares MSCI Eafe ETF | 0.38% | 18,242 | $1.8M | Add +1.1% |
| DMAR FT Vest US Equity Deep Buffe | 0.37% | 41,923 | $1.7M | No change |
| XOM Exxon Mobil Corp. | 0.37% | 14,162 | $1.7M | Add +0.3% |
| DFAI Dimensional International Co. | 0.36% | 44,456 | $1.7M | Add +26.0% |
| LDUR PIMCO Enhanced Low Duration | 0.36% | 17,638 | $1.7M | Reduce -1.3% |
| HTGC Hercules Capital Inc. | 0.36% | 89,597 | $1.7M | Add +9.7% |
| MAIN Main Street Capital Corp. | 0.36% | 27,586 | $1.7M | Add +7.6% |
| CVX Chevron Corp. | 0.35% | 10,652 | $1.6M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.35% | 8,429 | $1.6M | Add +0.1% |
| GBDC Golub Capital BDC Inc. | 0.34% | 117,221 | $1.6M | Add +10.3% |
| GOOG Alphabet Inc. Class C | 0.34% | 4,981 | $1.6M | Add +11.5% |
| GAIN Gladstone Investment Corp. | 0.33% | 111,329 | $1.6M | Add +10.0% |
| TSLX Sixth Street Specialty Lendi | 0.32% | 68,082 | $1.5M | Add +11.1% |
| BND Vanguard Total Bond Market | 0.32% | 19,904 | $1.5M | Reduce -1.3% |
| CSWC Capital Southwest Corp. | 0.31% | 66,218 | $1.5M | Add +12.9% |
| ARCC Ares Capital Corp. | 0.31% | 72,298 | $1.5M | Add +12.4% |
| USB US Bancorp | 0.31% | 27,281 | $1.5M | Reduce -2.5% |
| TRIN Trinity Capital Inc. | 0.31% | 98,286 | $1.4M | Add +11.7% |
| FDUS Fidus Investment Corp. | 0.30% | 72,921 | $1.4M | Add +11.4% |
| BXSL Blackstone Secured Lending F | 0.30% | 53,413 | $1.4M | Add +13.3% |
| FTCS First Trust Capital Strength | 0.30% | 14,953 | $1.4M | Reduce -0.9% |
| HYLS FT Tactical High Yield ETF | 0.29% | 33,268 | $1.4M | Add +1.6% |
| VZ Verizon Communications Inc. | 0.29% | 33,174 | $1.4M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 2,684 | $1.3M | Add +21.0% |
| MA Mastercard Inc. Class A | 0.29% | 2,338 | $1.3M | Add +6.2% |
| LRCX Lam Research Corp. | 0.28% | 7,723 | $1.3M | Add +9.8% |
| HD Home Depot Inc. | 0.28% | 3,832 | $1.3M | Add +1.9% |
| GLD SPDR Gold Shares | 0.28% | 3,313 | $1.3M | Add +0.1% |
| UCON First Trust Smith Unconstrai | 0.28% | 51,772 | $1.3M | Add +3.1% |
| CAVA Cava Group Inc. | 0.28% | 22,025 | $1.3M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 8,379 | $1.3M | Add +7.2% |
| MSDL Morgan Stanley Direct Lendin | 0.27% | 76,982 | $1.3M | Add +8.7% |
| OBDC Blue Owl Capital Corp. | 0.27% | 101,735 | $1.3M | Add +12.6% |
| GLAD Gladstone Capital Corp. | 0.27% | 60,644 | $1.3M | Add +15.7% |
| TCHP T Rowe Price Blue Chip Growt | 0.27% | 24,778 | $1.2M | Reduce -0.8% |
| CWB SS SPDR BB Conv Sec ETF | 0.26% | 13,559 | $1.2M | Add +69.9% |
| SCHD Schwab US DVD Equity ETF | 0.26% | 43,738 | $1.2M | Reduce -17.1% |
| NFLX Netflix Inc. | 0.26% | 12,669 | $1.2M | Add +11.2% |
| FTSL First Trust Senior Loan ETF | 0.25% | 25,462 | $1.2M | Add +4.6% |
| JNJ Johnson & Johnson | 0.25% | 5,634 | $1.2M | Reduce -2.8% |
| DFAT Dimensional US Target Value | 0.24% | 18,520 | $1.1M | Add +11.6% |
| GWW WW Grainger Inc. | 0.23% | 1,084 | $1.1M | Add +4.3% |
| MRSH Marsh & McLennan Cos | 0.23% | 5,845 | $1.1M | Add +11.5% |
| UNP Union Pacific Corp. | 0.23% | 4,624 | $1.1M | Reduce -2.5% |
| UL Unilever PLC-Sponsored ADR | 0.23% | 16,331 | $1.1M | Add +0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 3,431 | $1.0M | Add +0.3% |
| ORLY O'reilly Automotive Inc. | 0.22% | 11,375 | $1.0M | Add +7.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.22% | 12,455 | $1.0M | Reduce -5.0% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 9,010 | $1.0M | Reduce -0.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.22% | 12,787 | $1.0M | Reduce -9.7% |
| VEA Vanguard Ftse Developed ETF | 0.21% | 15,679 | $979K | Add +5.0% |
| GSK GSK PLC-Spon ADR | 0.21% | 19,786 | $970K | Reduce -8.7% |
| IWP iShares Russell Mid-Cap Grow | 0.21% | 7,070 | $968K | Add +0.9% |
| MDT Medtronic PLC | 0.21% | 10,049 | $965K | Reduce -1.0% |
| ICLR Icon PLC | 0.20% | 5,215 | $950K | Add +0.4% |
| TAFM AB Tax Aware Inter Muni filed as AB ACTIVE ETFS INC | 0.20% | 37,305 | $948K | Add +200.2% |
Portfolio Sells Q3 2025 → Q4 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -54.1% | 0.83% | −1.01 |
| FLOT iShares Floating Rate Bond E | Sold out | 0.00% | −0.59 |
| MINT PIMCO Enhanced Short Maturit | Reduce -49.6% | 0.44% | −0.45 |
| TSLA Tesla Inc. | Reduce -14.9% | 2.37% | −0.42 |
| IWB iShares Russell 1000 ETF | Sold out | 0.00% | −0.28 |
| PKW Invesco Buyback Achievers Et | Reduce -9.0% | 1.52% | −0.17 |
| CB Chubb Ltd. | Sold out | 0.00% | −0.15 |
| USDU Wisdomtree BBG Usd Bullish | Sold out | 0.00% | −0.12 |
| FJUN FT Vest US Equity Buff ETF-J | Reduce -6.9% | 1.73% | −0.12 |
| IVV iShares Core S&P 500 ETF | Reduce -6.9% | 1.80% | −0.11 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.11 |
| FAUG FT Vest U.S. Equity Buffer E | Reduce -7.7% | 1.26% | −0.10 |
| ZAPR Intr Eqt Def Pro ETF - 1 Y A | Reduce -59.6% | 0.06% | −0.10 |
| RKLB Rocket Lab Corp. | Reduce -67.1% | 0.08% | −0.09 |
| MSFT Microsoft Corp. | Reduce -0.1% | 0.99% | −0.09 |
| CMDT PIMCO Commodity Active Strat | Sold out | 0.00% | −0.08 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.08 |
| PLTR Palantir Technologies Inc. Class A | Reduce -24.8% | 0.20% | −0.08 |
| OZK Bank Ozk | Reduce -0.1% | 0.61% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -35.6% | 0.11% | −0.07 |
| INTC Intel Corp. | Reduce -58.5% | 0.05% | −0.07 |
| CASY Casey's General Stores Inc. | Sold out | 0.00% | −0.06 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.06 |
| ENB Enbridge Inc. | Reduce -37.2% | 0.08% | −0.06 |
| NNN NNN REIT Inc. | Sold out | 0.00% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -17.1% | 0.26% | −0.06 |
| RDVY First Trust Rising Dividend | Reduce -3.9% | 2.13% | −0.05 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.05 |
| IWD iShares Russell 1000 Value E | Reduce -22.5% | 0.19% | −0.05 |
| PTC PTC Inc. | Sold out | 0.00% | −0.05 |
| RACE Ferrari NV | Sold out | 0.00% | −0.05 |
| SRE Sempra | Reduce -36.4% | 0.08% | −0.05 |
| YMAR FT VT Int Equ M B- Mar-US I | Reduce -6.5% | 0.88% | −0.05 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.05 |
| MUNI PIMCO Intermediate Municipal | Sold out | 0.00% | −0.05 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.05 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 1.55% | −0.04 |
| TPYP Tortoise North American Pipe | Sold out | 0.00% | −0.04 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.04 |
| ICFI Icf International Inc. | Sold out | 0.00% | −0.04 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.04 |
| SIGI Selective Insurance Group | Sold out | 0.00% | −0.04 |
| CTA Simplify Managed Futures St | Sold out | 0.00% | −0.04 |
| APP AppLovin Corp. Class A | Reduce -15.7% | 0.14% | −0.04 |
| RWL Invesco S&P 500 Revenue ETF | Reduce -3.8% | 1.64% | −0.04 |
| PYPL PayPal Holdings Inc. | Reduce -15.5% | 0.10% | −0.04 |
| SE Sea Ltd.-ADR | Reduce -7.2% | 0.07% | −0.04 |
| DFAR Dimensional US Real Est ETF | Reduce -17.5% | 0.14% | −0.04 |
| NVDA Nvidia Corp. | Reduce -0.6% | 1.52% | −0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -19.9% | 0.08% | −0.03 |
Portfolio Buys Q3 2025 → Q4 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.3% | 2.10% | +0.54 |
| GOOGL Alphabet Inc. Class A | Add +2.5% | 0.70% | +0.16 |
| FTLS First Trust Long/Short Eqty | Add +54.5% | 0.38% | +0.14 |
| TAFM AB Tax Aware Inter Muni | Add +200.2% | 0.20% | +0.13 |
| FLRN SS SPDR BB Ig Float RT ETF | New | 0.12% | +0.12 |
| GLDM SPDR Gold Minishares Trust | Add +6.9% | 0.71% | +0.11 |
| FBRT Franklin BSP Realty Trust Inc. | New | 0.11% | +0.11 |
| CWB SS SPDR BB Conv Sec ETF | Add +69.9% | 0.26% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +11.5% | 0.34% | +0.10 |
| JAAA Janus Henderson Aaa Clo ETF | Add +13.5% | 0.90% | +0.09 |
| AAPL Apple Inc. | Add +1.2% | 1.43% | +0.09 |
| DFAI Dimensional International Co. | Add +26.0% | 0.36% | +0.08 |
| DFAW Dimensional World Eqty ETF | Add +172.5% | 0.13% | +0.08 |
| LRCX Lam Research Corp. | Add +9.8% | 0.28% | +0.08 |
| UPS United Parcel Service Class B | Add +48.8% | 0.18% | +0.08 |
| ADP Automatic Data Processing | New | 0.08% | +0.08 |
| BKDV BNY Mellon Dynamic Value | New | 0.07% | +0.07 |
| BUFZ FT Vest Laddered Moderate Bu | Add +46.0% | 0.20% | +0.06 |
| ZNOV Invtr Equ DE PR ETF - 1 YR N | New | 0.06% | +0.06 |
| ZTS Zoetis Inc. | New | 0.06% | +0.06 |
| LLY Eli Lilly & Co. | Add +8.4% | 0.17% | +0.06 |
| FCX Freeport-McMoran Inc. | New | 0.05% | +0.05 |
| AEM Agnico Eagle Mines Ltd. | New | 0.05% | +0.05 |
| AMAT Applied Materials Inc. | Add +15.2% | 0.17% | +0.05 |
| GMOV GMO U.S. Value ETF | Add +6.8% | 0.57% | +0.05 |
| CMG Chipotle Mexican Grill Inc. | New | 0.05% | +0.05 |
| DOCT FT Vest U.S. Equity Deep Buf | New | 0.05% | +0.05 |
| CMI Cummins Inc. | New | 0.05% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +21.0% | 0.29% | +0.05 |
| MU Micron Technology Inc. | Add +0.1% | 0.11% | +0.05 |
| DBMF Imgp Dbi MFT STR ETF-Usd Inc. | New | 0.05% | +0.05 |
| SHOP Shopify Inc. Class A | New | 0.04% | +0.04 |
| RGA Reinsurance Group of America | New | 0.04% | +0.04 |
| WSO Watsco Inc. | New | 0.04% | +0.04 |
| GSEP FT Vest US Equity Moderate B | New | 0.04% | +0.04 |
| GE General Electric | New | 0.04% | +0.04 |
| ENS Enersys | New | 0.04% | +0.04 |
| BTI British American Tob-SP ADR | New | 0.04% | +0.04 |
| KLAC KLA Corp. | Add +15.6% | 0.19% | +0.04 |
| VRTX Vertex Pharmaceuticals Inc. | Add +14.9% | 0.17% | +0.04 |
| SPYI Neos S&P 500 High Income ETF | Add +5.8% | 0.86% | +0.04 |
| ISRG Intuitive Surgical Inc. | Add +1.8% | 0.18% | +0.04 |
| PCG P G & E Corp. | New | 0.04% | +0.04 |
| PH Parker Hannifin Corp. | Add +8.0% | 0.19% | +0.04 |
| CSWC Capital Southwest Corp. | Add +12.9% | 0.31% | +0.04 |
| JEPI JPMorgan Equity Premium Inco | Add +8.7% | 0.50% | +0.04 |
| BXSL Blackstone Secured Lending F | Add +13.3% | 0.30% | +0.03 |
| ETHA iShares Ethereum Trust ETF | Add +85.8% | 0.15% | +0.03 |
| APD Air Products & Chemicals Inc. | Add +49.1% | 0.13% | +0.03 |
| TJX TJX Companies Inc. | Add +7.2% | 0.28% | +0.03 |
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 |