Legacy Capital Wealth Partners, LLC
•CIK: 1766228•Filing: Q4 2025
**Legacy Capital Wealth Partners, LLC** manages $466M across a diverse portfolio of 376 positions. The fund exhibits notable concentration in consumer staples and technology, highlighted by a $58.3M allocation to WMT and $23.2M in JBHT. Further significant exposure includes $11.1M in TSLA and $9.8M in SPY, indicating a tactical tilt across major market sectors. This positioning suggests a focus on established blue-chip names alongside high-growth technology plays.
Total AUM
$465.9M
QoQ Performance
+1.3%
Positions
289
Top 10 Concentration
37.4%
Latest Filing
Q4 2025
Top Holdings Allocation
WMT
WMT12.5%
JBHT5.0%
TSLA2.4%
RDVY2.1%
SPY2.1%
GAP2.1%
IVV1.8%
FJUN1.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other59.5%
Consumer18.6%
Technology8.0%
ETF6.2%
Financial2.6%
Energy1.8%
Healthcare1.4%
Industrial0.8%
🚪 Exited Positionssold since Q3 2025
+176 more exited positions
Changes from Q3 2025
NEW3 new positions
↑102 increased
↓86 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023