Legacy Capital Wealth Partners, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Legacy Capital Wealth Partners, LLC reported 385 stock positions worth $485.4 million. Its top holding was Walmart (WMT) at 12.6% of the portfolio, followed by Hunt (jb) Transprt SVCS (JBHT, 4.6%) and D.R. Horton (DHI, 3.1%). Compared with Q4 2025, it opened 39 new positions, sold out of 30, added to 168 and reduced 148. The biggest buy was a new position in D.R. Horton (DHI) and the biggest sale an exit from Neos S&P 500 High Income ETF (SPYI).
- Most Recent 13F
- Q2 2026
- Location
- LITTLE ROCK, AR
- CIK
- 0001766228
- Portfolio Value
- $485.4M (Q1 2026)
- SEC Filing
- 0001951757-26-000872 ↗ filed May 15, 2026
Holdings Value
Holdings 385 stocks · $485.4M
| WMT Walmart Inc. | 12.58% | 491,110 | $61.0M | Reduce -6.1% |
| JBHT Hunt (jb) Transprt SVCS Inc. | 4.63% | 106,094 | $22.5M | Reduce -11.1% |
| DHI D.R. Horton Inc. | 3.06% | 108,370 | $14.9M | New |
| RDVY First Trust Rising Dividend | 2.17% | 162,100 | $10.6M | Add +7.6% |
| TSLA Tesla Inc. | 1.99% | 26,011 | $9.7M | Add +5.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.88% | 73,593 | $9.1M | Add +11.7% |
| RWL Invesco S&P 500 Revenue ETF | 1.72% | 78,707 | $8.4M | Add +8.5% |
| FJUN FT Vest US Equity Buff ETF-J | 1.72% | 147,530 | $8.3M | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 1.63% | 12,106 | $7.9M | Reduce -1.3% |
| GAP The Gap Inc. | 1.51% | 303,581 | $7.3M | Reduce -19.8% |
| PKW Invesco Buyback Achievers Et | 1.43% | 58,758 | $7.0M | Add +0.0% |
| NVDA Nvidia Corp. | 1.42% | 39,489 | $6.9M | Add +4.2% |
| VOO Vanguard S&P 500 ETF | 1.37% | 11,151 | $6.7M | Reduce -3.0% |
| AAPL Apple Inc. | 1.31% | 25,143 | $6.4M | Add +2.7% |
| FAUG FT Vest U.S. Equity Buffer E | 1.23% | 115,300 | $6.0M | Add +4.1% |
| EOG EOG Resources Inc. | 1.19% | 40,083 | $5.8M | Reduce -24.5% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.89% | 159,621 | $4.3M | Add +3.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.87% | 83,854 | $4.2M | Add +0.6% |
| RSP Invesco S&P 500 Equal Weight | 0.80% | 20,347 | $3.9M | New |
| AMZN Amazon.com Inc. | 0.77% | 17,977 | $3.7M | Add +2.4% |
| MSFT Microsoft Corp. | 0.76% | 9,954 | $3.7M | Add +4.3% |
| GLDM SPDR Gold Minishares Trust | 0.74% | 38,898 | $3.6M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.73% | 6,213 | $3.6M | Add +48.2% |
| GOOGL Alphabet Inc. Class A | 0.67% | 11,304 | $3.3M | Add +8.9% |
| DFAU Dimensional US Core Equity M | 0.61% | 65,957 | $3.0M | Reduce -5.8% |
| DFAC Dimensional US Core Equity 2 | 0.60% | 74,638 | $2.9M | Reduce -13.2% |
| GMOV GMO U.S. Value ETF | 0.59% | 102,653 | $2.9M | Add +6.4% |
| OZK Bank Ozk | 0.58% | 61,746 | $2.8M | Reduce -0.1% |
| SYM Symbotic Inc. | 0.58% | 52,505 | $2.8M | Reduce -1.3% |
| BILZ PIMCO Ultra SHRT Govt Active | 0.56% | 26,959 | $2.7M | Add +0.1% |
| PFF iShares Preferred & Income S | 0.51% | 80,928 | $2.5M | Add +13.7% |
| DFAX Dimensional World Ex US Core | 0.50% | 71,973 | $2.4M | Reduce -8.3% |
| DFAI Dimensional International Co. | 0.49% | 60,945 | $2.4M | Add +37.1% |
| BLK BlackRock Inc. | 0.46% | 2,308 | $2.2M | Add +417.5% |
| AOK iShares Core 30/70 Conservat | 0.45% | 54,879 | $2.2M | No change |
| INTC Intel Corp. | 0.45% | 49,296 | $2.2M | Add +612.3% |
| MLPX Global X MLP & Energy Infras | 0.44% | 29,030 | $2.1M | Reduce -5.5% |
| TCAF T Rowe PRC Cap Appreciation | 0.44% | 60,010 | $2.1M | Add +21.8% |
| XOM Exxon Mobil Corp. | 0.43% | 12,310 | $2.1M | Reduce -13.1% |
| AVUV Avantis US Small Cap Value | 0.43% | 18,677 | $2.1M | Reduce -4.8% |
| CVX Chevron Corp. | 0.42% | 9,958 | $2.1M | Reduce -6.5% |
| MINT PIMCO Enhanced Short Maturit | 0.41% | 19,725 | $2.0M | Reduce -4.5% |
| ACIO Aptus Collared Invest Opp | 0.41% | 46,909 | $2.0M | Reduce -12.6% |
| V Visa Inc. Class A | 0.39% | 6,299 | $1.9M | Add +1.9% |
| AVGO Broadcom Inc. | 0.39% | 6,121 | $1.9M | Add +7.1% |
| SH Proshares Short S&P500 | 0.37% | 47,897 | $1.8M | New |
| JPM JPMorgan Chase & Co. | 0.37% | 6,175 | $1.8M | Add +6.0% |
| LRCX Lam Research Corp. | 0.37% | 8,439 | $1.8M | Add +9.3% |
| DMAR FT Vest US Equity Deep Buffe | 0.37% | 42,131 | $1.8M | Add +0.5% |
| VZ Verizon Communications Inc. | 0.36% | 34,384 | $1.7M | Add +3.6% |
| FTLS First Trust Long/Short Eqty | 0.35% | 24,413 | $1.7M | Reduce -2.8% |
| PM Philip Morris International | 0.35% | 10,306 | $1.7M | Reduce -5.9% |
| EFA iShares MSCI Eafe ETF | 0.35% | 17,476 | $1.7M | Reduce -4.2% |
| GAIN Gladstone Investment Corp. | 0.35% | 119,068 | $1.7M | Add +7.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.34% | 8,414 | $1.7M | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.34% | 5,674 | $1.6M | Add +13.9% |
| LDUR PIMCO Enhanced Low Duration | 0.33% | 16,734 | $1.6M | Reduce -5.1% |
| DFAT Dimensional US Target Value | 0.33% | 25,341 | $1.6M | Add +36.8% |
| CSWC Capital Southwest Corp. | 0.32% | 71,174 | $1.6M | Add +7.5% |
| TRIN Trinity Capital Inc. | 0.32% | 105,499 | $1.6M | Add +7.3% |
| MAIN Main Street Capital Corp. | 0.31% | 28,752 | $1.5M | Add +4.2% |
| GBDC Golub Capital BDC Inc. | 0.31% | 119,692 | $1.5M | Add +2.1% |
| ARCC Ares Capital Corp. | 0.31% | 83,838 | $1.5M | Add +16.0% |
| BND Vanguard Total Bond Market | 0.30% | 19,904 | $1.5M | No change |
| HTGC Hercules Capital Inc. | 0.30% | 98,333 | $1.5M | Add +9.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 8,988 | $1.4M | Add +7.3% |
| NFLX Netflix Inc. | 0.29% | 14,790 | $1.4M | Add +16.7% |
| GLD SPDR Gold Shares | 0.29% | 3,267 | $1.4M | Reduce -1.4% |
| BXSL Blackstone Secured Lending F | 0.29% | 59,101 | $1.4M | Add +10.7% |
| FDUS Fidus Investment Corp. | 0.29% | 79,654 | $1.4M | Add +9.2% |
| HYLS FT Tactical High Yield ETF | 0.28% | 33,917 | $1.4M | Add +1.9% |
| TSLX Sixth Street Specialty Lendi | 0.28% | 74,798 | $1.4M | Add +9.9% |
| RDVI FT Vest Rising Dividend Achi | 0.28% | 53,493 | $1.4M | New |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.28% | 27,301 | $1.4M | New |
| WCMI FT WCM International ETF | 0.27% | 79,497 | $1.3M | New |
| FTCS First Trust Capital Strength | 0.27% | 14,309 | $1.3M | Reduce -4.3% |
| UCON First Trust Smith Unconstrai | 0.27% | 52,744 | $1.3M | Add +1.9% |
| IBIT iShares Bitcoin Trust ETF | 0.27% | 33,781 | $1.3M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 3,823 | $1.3M | Add +11.4% |
| HD Home Depot Inc. | 0.26% | 3,889 | $1.3M | Add +1.5% |
| CWB SS SPDR BB Conv Sec ETF | 0.26% | 13,800 | $1.3M | Add +1.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 2,627 | $1.3M | Reduce -2.1% |
| OBDC Blue Owl Capital Corp. | 0.26% | 113,334 | $1.3M | Add +11.4% |
| USB US Bancorp | 0.25% | 23,732 | $1.2M | Reduce -13.0% |
| BUFZ FT Vest Laddered Moderate Bu | 0.25% | 46,806 | $1.2M | Add +34.2% |
| KLAC KLA Corp. | 0.25% | 830 | $1.2M | Add +15.6% |
| MA Mastercard Inc. Class A | 0.25% | 2,440 | $1.2M | Add +4.4% |
| MSDL Morgan Stanley Direct Lendin | 0.25% | 86,033 | $1.2M | Add +11.8% |
| TXN Texas Instruments Inc. | 0.25% | 6,139 | $1.2M | Add +12.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.24% | 20,434 | $1.2M | Add +63.1% |
| GLAD Gladstone Capital Corp. | 0.24% | 68,107 | $1.2M | Add +12.3% |
| MRSH Marsh & McLennan Cos | 0.24% | 6,716 | $1.2M | Add +14.9% |
| IWF iShares Russell 1000 Growth | 0.24% | 2,697 | $1.2M | Add +51.5% |
| GWW WW Grainger Inc. | 0.24% | 1,050 | $1.1M | Reduce -3.1% |
| AMAT Applied Materials Inc. | 0.24% | 3,341 | $1.1M | Add +8.3% |
| FTSL First Trust Senior Loan ETF | 0.23% | 25,032 | $1.1M | Reduce -1.7% |
| MCK McKesson Corp. | 0.23% | 1,282 | $1.1M | Add +22.9% |
| UNP Union Pacific Corp. | 0.23% | 4,561 | $1.1M | Reduce -1.4% |
| TAFM AB Tax Aware Inter Muni filed as AB ACTIVE ETFS INC | 0.23% | 43,298 | $1.1M | Add +16.1% |
| ORLY O'reilly Automotive Inc. | 0.22% | 11,784 | $1.1M | Add +3.6% |
Portfolio Sells Q4 2025 → Q1 2026
| SPYI Neos S&P 500 High Income ETF | Sold out | 0.00% | −0.86 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.83 |
| GAP The Gap Inc. | Reduce -19.8% | 1.51% | −0.57 |
| JEPI JPMorgan Equity Premium Inco | Sold out | 0.00% | −0.50 |
| JBHT Hunt (jb) Transprt SVCS Inc. | Reduce -11.1% | 4.63% | −0.35 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.28 |
| VOO Vanguard S&P 500 ETF | Reduce -3.0% | 1.37% | −0.17 |
| IVV iShares Core S&P 500 ETF | Reduce -1.3% | 1.63% | −0.17 |
| DFAC Dimensional US Core Equity 2 | Reduce -13.2% | 0.60% | −0.13 |
| FBRT Franklin BSP Realty Trust Inc. | Sold out | 0.00% | −0.11 |
| SYM Symbotic Inc. | Reduce -1.3% | 0.58% | −0.10 |
| ACIO Aptus Collared Invest Opp | Reduce -12.6% | 0.41% | −0.10 |
| TSCO Tractor Supply Company | Sold out | 0.00% | −0.10 |
| PSP Invesco Global Listed Privat | Reduce -37.8% | 0.09% | −0.09 |
| DFAU Dimensional US Core Equity M | Reduce -5.8% | 0.61% | −0.09 |
| AMP Ameriprise Financial Inc. | Sold out | 0.00% | −0.09 |
| ENB Enbridge Inc. | Sold out | 0.00% | −0.08 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.08 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Sold out | 0.00% | −0.08 |
| JNJ Johnson & Johnson | Reduce -38.3% | 0.17% | −0.08 |
| CHE Chemed Corp. | Sold out | 0.00% | −0.07 |
| SAP Sap SE-Sponsored ADR | Sold out | 0.00% | −0.07 |
| TMO Thermo Fisher Scientific Inc. | Reduce -25.2% | 0.10% | −0.06 |
| AVB Avalonbay Communities Inc. | Sold out | 0.00% | −0.06 |
| APP AppLovin Corp. Class A | Reduce -0.8% | 0.08% | −0.06 |
| DFIP Dimensional Inflation-Protec | Sold out | 0.00% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Reduce -29.0% | 0.20% | −0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -20.9% | 0.16% | −0.06 |
| AJG Arthur J Gallagher & Co. | Reduce -49.3% | 0.04% | −0.06 |
| SBAC SBA Communications Corp. | Sold out | 0.00% | −0.06 |
| GD General Dynamics Corp. | Reduce -45.7% | 0.07% | −0.06 |
| USB US Bancorp | Reduce -13.0% | 0.25% | −0.06 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -25.1% | 0.11% | −0.06 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -19.7% | 0.16% | −0.06 |
| DFSD Dimensional Short Duration | Sold out | 0.00% | −0.06 |
| WFC Wells Fargo & Co. | Reduce -17.7% | 0.12% | −0.06 |
| COR Cencora Inc. | Reduce -29.7% | 0.10% | −0.06 |
| NOC Northrop Grumman Corp. | Sold out | 0.00% | −0.06 |
| B Barrick Mining Corp. | Reduce -37.5% | 0.07% | −0.06 |
| FCX Freeport-McMoran Inc. | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Reduce -9.8% | 0.09% | −0.05 |
| EQIX Equinix Inc. | Sold out | 0.00% | −0.05 |
| CDW CDW Corp. | Sold out | 0.00% | −0.05 |
| DOCT FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.05 |
| DFAR Dimensional US Real Est ETF | Reduce -35.3% | 0.09% | −0.05 |
| ORCL Oracle Corp. | Reduce -16.1% | 0.08% | −0.05 |
| DIS The Walt Disney Co. | Reduce -15.3% | 0.11% | −0.05 |
| DFAX Dimensional World Ex US Core | Reduce -8.3% | 0.50% | −0.05 |
| COF Capital One Financial Corp. | Reduce -1.4% | 0.12% | −0.05 |
Portfolio Buys Q4 2025 → Q1 2026
| DHI D.R. Horton Inc. | New | 3.06% | +3.06 |
| RSP Invesco S&P 500 Equal Weight | New | 0.80% | +0.80 |
| INTC Intel Corp. | Add +612.3% | 0.45% | +0.39 |
| SH Proshares Short S&P500 | New | 0.37% | +0.37 |
| BLK BlackRock Inc. | Add +417.5% | 0.46% | +0.35 |
| RDVI FT Vest Rising Dividend Achi | New | 0.28% | +0.28 |
| GPIX GLDM SA S&P 500 PR in ETF-US | New | 0.28% | +0.28 |
| WCMI FT WCM International ETF | New | 0.27% | +0.27 |
| IBIT iShares Bitcoin Trust ETF | New | 0.27% | +0.27 |
| EJAN Innovator Emerging Markets P | New | 0.15% | +0.15 |
| IEFA iShares Core MSCI Eafe ETF | Add +63.1% | 0.24% | +0.14 |
| META Meta Platforms Inc. Class A | Add +48.2% | 0.73% | +0.14 |
| SGOV iShares 0-3 Month Treasury B | New | 0.14% | +0.14 |
| GRID First TRST Nasd Class Edg Sgiif | New | 0.14% | +0.14 |
| DFAI Dimensional International Co. | Add +37.1% | 0.49% | +0.13 |
| BX Blackstone Inc. | New | 0.12% | +0.12 |
| BKDV BNY Mellon Dynamic Value | Add +164.3% | 0.19% | +0.12 |
| DFAT Dimensional US Target Value | Add +36.8% | 0.33% | +0.09 |
| IEMG iShares Core MSCI Emerging | New | 0.09% | +0.09 |
| LRCX Lam Research Corp. | Add +9.3% | 0.37% | +0.09 |
| RWL Invesco S&P 500 Revenue ETF | Add +8.5% | 1.72% | +0.09 |
| SCCO Southern Copper Corp. | New | 0.08% | +0.08 |
| ADBE Adobe Inc. | New | 0.08% | +0.08 |
| VZ Verizon Communications Inc. | Add +3.6% | 0.36% | +0.07 |
| AMAT Applied Materials Inc. | Add +8.3% | 0.24% | +0.07 |
| KLAC KLA Corp. | Add +15.6% | 0.25% | +0.06 |
| TMSL T.rowe PRC Small-Mid Cap ETF | Add +134.0% | 0.11% | +0.06 |
| MPC Marathon Petroleum Corp. | New | 0.06% | +0.06 |
| FEGE First Eagle GL Equity ETF | New | 0.06% | +0.06 |
| CASY Casey's General Stores Inc. | New | 0.06% | +0.06 |
| IWF iShares Russell 1000 Growth | Add +51.5% | 0.24% | +0.06 |
| DFCF Dimensional Core Fixed Inc. | Add +88.4% | 0.12% | +0.06 |
| BUFZ FT Vest Laddered Moderate Bu | Add +34.2% | 0.25% | +0.05 |
| WDC Western Digital Corp. | New | 0.05% | +0.05 |
| FEOE First Eagle Overseas Eq ETF | New | 0.05% | +0.05 |
| PWR Quanta Services Inc. | Add +11.9% | 0.18% | +0.05 |
| T AT&T Inc. | Add +22.0% | 0.19% | +0.05 |
| WINN Harbor Long-Term Growers ETF | New | 0.05% | +0.05 |
| XLE SS Energy Select Sector | Add +12.2% | 0.16% | +0.05 |
| GLW Corning Inc. | New | 0.05% | +0.05 |
| DIOD Diodes Inc. | New | 0.05% | +0.05 |
| HON Honeywell International Inc. | New | 0.05% | +0.05 |
| NNN NNN REIT Inc. | New | 0.05% | +0.05 |
| TGT Target Corp. | Add +44.7% | 0.12% | +0.05 |
| VLO Valero Energy Corp. | New | 0.05% | +0.05 |
| TPYP Tortoise North American Pipe | New | 0.05% | +0.05 |
| POOL Pool Corp. | New | 0.05% | +0.05 |
| ONTO Onto Innovation Inc. | New | 0.05% | +0.05 |
| TSN Tyson Foods Inc. Class A | New | 0.05% | +0.05 |
| ODFL Old Dominion Freight Line | New | 0.05% | +0.05 |
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 |