Legacy Capital Wealth Partners, LLC

Q3 2025 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
9/30/2025
Date filed
11/13/2025
Form type
13F-HR
Num holdings
378
Total value ($000)
$459,766
Net value change ($000)
+20,443 (4.7%)
New positions
28
Sold out positions
16
Turnover %
2.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 1/16/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
WMT 3,069 6.0%
TSLA 2,527 24.5%
SPYI 2,293 156.1%
BIL 1,878 28.6%
FJUN 1,869 28.3%
AAPL 994 19.2%
GOOGL 879 55.6%
SYM 800 38.7%
TAFI 758 NEW
NVDA 737 11.5%
Top Reduces (Value $000, Stocks/ETFs)
GAP -4,522 -35.6%
RSP -2,524 -92.1%
MUB -2,012 -86.9%
EOG -1,141 -16.1%
JBHT -1,118 -6.5%
SPY -905 -11.2%
MUNI -702 -76.6%
ACN -614 -49.7%
XHLF -514 -100.0%
VTEB -418 -59.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type