Legacy Capital Wealth Partners, LLC

Q4 2025 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
12/31/2025
Date filed
1/16/2026
Form type
13F-HR
Num holdings
376
Total value ($000)
$465,899
Net value change ($000)
+6,133 (1.3%)
New positions
25
Sold out positions
27
Turnover %
4.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/13/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
JBHT 7,183 44.8%
WMT 3,712 6.8%
SPY 2,602 36.2%
GAP 1,513 18.5%
UL 1,068 NEW
GOOGL 788 32.0%
FTLS 646 56.8%
TAFM 632 200.0%
TOTALENERGIES SE 608 NEW
GLDM 540 19.4%
Top Reduces (Value $000, Stocks/ETFs)
BIL -4,587 -54.3%
FLOT -2,702 -100.0%
MINT -2,053 -49.8%
TSLA -1,787 -13.9%
IWB -1,295 -100.0%
Unilever PLC -1,080 -100.0%
CB -707 -100.0%
PKW -683 -8.8%
USDU -555 -100.0%
TTE -523 -100.0%
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