Legacy Capital Wealth Partners, LLC

Q1 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
385
Total value ($000)
$485,356
Net value change ($000)
+19,457 (4.2%)
New positions
40
Sold out positions
31
Turnover %
11.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/16/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
DHI 14,871 NEW
RSP 3,905 NEW
WMT 2,781 4.8%
INTC 1,920 752.9%
SH 1,817 NEW
BLK 1,743 365.4%
RDVI 1,367 NEW
GPIX 1,366 NEW
WCMI 1,333 NEW
IBIT 1,298 NEW
Top Reduces (Value $000, Stocks/ETFs)
SPYI -3,996 -100.0%
BIL -3,862 -100.0%
GAP -2,345 -24.2%
JEPI -2,338 -100.0%
TSLA -1,384 -12.5%
CAVA -1,293 -100.0%
MSFT -930 -20.2%
AZN -735 -100.0%
JBHT -720 -3.1%
SPY -653 -6.7%
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