Universe · entity
Legacy Capital Wealth Partners, LLC
Institutional manager (13F) · CIK 1766228
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $287M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | WALMART INC | $61M | 491,110 |
| 2 | HUNT J B TRANS SVCS INC | $22M | 106,094 |
| 3 | D R HORTON INC | $15M | 108,370 |
| 4 | FIRST TR EXCHANGE TRADED FD | $11M | 162,100 |
| 5 | TESLA INC | $10M | 26,011 |
| 6 | STATE STR SPDR S&P 500 ETF T | $9M | 73,593 |
| 7 | INVESCO EXCH TRADED FD TR II | $8M | 78,707 |
| 8 | FIRST TR EXCHNG TRADED FD VI | $8M | 147,530 |
| 9 | ISHARES TR | $8M | 12,106 |
| 10 | GAP INC | $7M | 303,581 |
| 11 | INVESCO EXCHANGE TRADED FD T | $7M | 58,758 |
| 12 | NVIDIA CORPORATION | $7M | 39,489 |
| 13 | VANGUARD INDEX FDS | $7M | 11,151 |
| 14 | APPLE INC | $6M | 25,143 |
| 15 | FIRST TR EXCHNG TRADED FD VI | $6M | 115,300 |
| 16 | EOG RES INC | $6M | 40,083 |
| 17 | FIRST TR EXCHNG TRADED FD VI | $4M | 159,621 |
| 18 | JANUS DETROIT STR TR | $4M | 83,854 |
| 19 | INVESCO EXCHANGE TRADED FD T | $4M | 20,347 |
| 20 | AMAZON COM INC | $4M | 17,977 |
| 21 | MICROSOFT CORP | $4M | 9,954 |
| 22 | WORLD GOLD TR | $4M | 38,898 |
| 23 | META PLATFORMS INC | $4M | 6,213 |
| 24 | ALPHABET INC | $3M | 11,304 |
| 25 | DIMENSIONAL ETF TRUST | $3M | 65,957 |
| 26 | DIMENSIONAL ETF TRUST | $3M | 74,638 |
| 27 | GMO ETF TRUST | $3M | 102,653 |
| 28 | BANK OZK LITTLE ROCK ARK | $3M | 61,746 |
| 29 | SYMBOTIC INC | $3M | 52,505 |
| 30 | PIMCO ETF TR | $3M | 26,959 |
| 31 | ISHARES TR | $2M | 80,928 |
| 32 | DIMENSIONAL ETF TRUST | $2M | 71,973 |
| 33 | DIMENSIONAL ETF TRUST | $2M | 60,945 |
| 34 | BLACKROCK INC | $2M | 2,308 |
| 35 | ISHARES TR | $2M | 54,879 |
| 36 | INTEL CORP | $2M | 49,296 |
| 37 | GLOBAL X FDS | $2M | 29,030 |
| 38 | T ROWE PRICE ETF INC | $2M | 60,010 |
| 39 | EXXON MOBIL CORP | $2M | 12,310 |
| 40 | AMERICAN CENTY ETF TR | $2M | 18,677 |
| 41 | CHEVRON CORPORATION | $2M | 9,958 |
| 42 | PIMCO ETF TR | $2M | 19,725 |
| 43 | ETF SER SOLUTIONS | $2M | 46,909 |
| 44 | VISA INC | $2M | 6,299 |
| 45 | BROADCOM INC | $2M | 6,121 |
| 46 | PROSHARES TR | $2M | 47,897 |
| 47 | JPMORGAN CHASE & CO | $2M | 6,175 |
| 48 | LAM RESEARCH CORP | $2M | 8,439 |
| 49 | FIRST TR EXCHNG TRADED FD VI | $2M | 42,131 |
| 50 | VERIZON COMMUNICATIONS INC | $2M | 34,384 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.