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Legacy Capital Wealth Partners Portfolio holdings

AUM $521M
1-Year Est. Return 28.27%
This Fund
S&P 500
This Quarter Est. Return
+13.65%
1 Year Est. Return
+28.27%
3 Year Est. Return
+69.42%
5 Year Est. Return
+60.5%
10 Year Est. Return
–
AUM
$521M
AUM Growth
+$36M
Cap. Flow
-$39.4M
Cap. Flow %
-7.56%
Top 10 Hldgs %
33.89%
Holding
429
New
44
Increased
165
Reduced
139
Closed
52

Top Buys

Rank Stock Value
1
SPYI icon
NEOS S&P 500 High Income ETF
SPYI
+$6.62M
2
WMT icon
Walmart Inc
WMT
+$5.73M
3
JBHT icon
JB Hunt Transport Services
JBHT
+$2.84M
4
RISR icon
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
+$1.68M
5
IWV icon
iShares Russell 3000 ETF
IWV
+$849K

Top Sells

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$39.8M
2
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.95M
3
BLK icon
Blackrock
BLK
+$1.97M
4
SH icon
ProShares Short S&P500
SH
+$1.82M
5
DMAR icon
FT Vest US Equity Deep Buffer ETF March
DMAR
+$1.79M

Sector Composition

Rank Sector Weight
1 Miscellaneous 37.22%
2 Consumer Staples 13.64%
3 Technology 11.08%
4 Industrials 9.87%
5 Financials 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWP icon
276
iShares Russell Mid-Cap Growth ETF
IWP
$20.2B
$334K 0.06%
2,279
-5,859
-72% -$808K
DIOD icon
277
Diodes
DIOD
$4.05B
$333K 0.06%
3,040
-560
-16% -$56.8K
FEBM
278
FT Vest U.S. Equity Max Buffer ETF - February
FEBM
$48.2M
$332K 0.06%
10,643
– –
GD icon
279
General Dynamics
GD
$103B
$332K 0.06%
937
-19
-2% -$6.51K
SF
280
Stifel
SF
$12.3B
$332K 0.06%
4,756
+360
+8% +$26.8K
SPCX
281
SpaceX
SPCX
$1.87T
$328K 0.06%
+1,918
New +$326K
CME icon
282
CME Group
CME
$103B
$326K 0.06%
1,478
+52
+4% +$14.4K
SHW icon
283
Sherwin-Williams
SHW
$83.7B
$324K 0.06%
941
-10
-1% -$3.19K
PSP icon
284
Invesco Global Listed Private Equity ETF
PSP
$248M
$324K 0.06%
5,813
-2,096
-27% -$124K
VTEB icon
285
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.6B
$324K 0.06%
6,398
+562
+10% +$28.2K
ACYS
286
FT Vest Laddered Autocallable Barrier & Resilient Income ETF
ACYS
$309M
$320K 0.06%
+15,577
New +$317K
B
287
Barrick Mining
B
$75.1B
$317K 0.06%
8,636
-15
-0.2% -$615
JHMM icon
288
John Hancock Multifactor Mid Cap ETF
JHMM
$6.07B
$315K 0.06%
4,196
– –
MUB icon
289
iShares National Muni Bond ETF
MUB
$45.5B
$312K 0.06%
2,895
+183
+7% +$19.6K
IDA icon
290
Idacorp
IDA
$7.85B
$311K 0.06%
2,057
+30
+1% +$4.32K
BKNG icon
291
Booking.com
BKNG
$155B
$309K 0.06%
1,735
-65
-4% -$11.1K
VMC icon
292
Vulcan Materials
VMC
$35.6B
$308K 0.06%
1,044
-26
-2% -$7.45K
ABT icon
293
Abbott
ABT
$195B
$307K 0.06%
3,388
-92
-3% -$8.4K
WINN icon
294
Harbor Long-Term Growers ETF
WINN
$1.19B
$305K 0.06%
9,407
+360
+4% +$11.4K
JMBS icon
295
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$6.72B
$303K 0.06%
6,724
– –
QCOM icon
296
Qualcomm
QCOM
$175B
$302K 0.06%
1,635
-20
-1% -$3.74K
BRO icon
297
Brown & Brown
BRO
$24.5B
$301K 0.06%
4,692
+319
+7% +$19.5K
TMUS icon
298
T-Mobile US
TMUS
$195B
$300K 0.06%
1,786
-81
-4% -$15.3K
VNLA icon
299
Janus Henderson Short Duration Income ETF
VNLA
$3.41B
$291K 0.06%
5,950
– –
ZNOV
300
Innovator Equity Defined Protection ETF - 1 Yr November
ZNOV
$105M
$285K 0.05%
10,392
– –
10 11
12
13 14

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Legacy Capital Wealth Partners's Q2 2026 Portfolio in Review

As of Q2 2026, Legacy Capital Wealth Partners held 429 positions worth $521M, up 7.4% from $485M the previous quarter. Its ten largest holdings account for 34% of the portfolio.

Legacy Capital Wealth Partners withdrew a net $39.4M in Q2 2026, closing 52 positions and reducing 139 holdings. Its most notable exit was ProShares Short S&P500, an estimated $1.82M position sold in full.

By sector, the portfolio is most concentrated in Miscellaneous at 37% of assets, down from 39% a quarter earlier, followed by Consumer Staples and Technology.

Against the trend, Legacy Capital Wealth Partners opened a new position in NEOS S&P 500 High Income ETF worth $6.68M.

  • Legacy Capital Wealth Partners's largest Q2 2026 buy was NEOS S&P 500 High Income ETF: 125,918 shares worth $6.68M.
  • Legacy Capital Wealth Partners added most to Walmart Inc in Q2 2026, an estimated $5.73M increase.
  • Legacy Capital Wealth Partners's biggest Q2 2026 reduction was State Street SPDR S&P 500 ETF Trust, cutting an estimated $39.8M.
  • Legacy Capital Wealth Partners fully exited ProShares Short S&P500 in Q2 2026, selling an estimated $1.82M.
  • Legacy Capital Wealth Partners's ten largest holdings make up 34% of its $521M portfolio in Q2 2026.
  • Legacy Capital Wealth Partners opened 44 new positions and closed 52 in Q2 2026.
  • Legacy Capital Wealth Partners's portfolio value rose 7.4% quarter-over-quarter to $521M.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.