Legacy Capital Wealth Partners, LLC

Q2 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
377
Total value ($000)
$521,391
Net value change ($000)
+36,035 (7.4%)
New positions
44
Sold out positions
52
Turnover %
8.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 11,427 50.8%
SPYI 6,685 NEW
INTC 4,030 185.3%
RDVY 1,904 18.0%
RISR 1,679 NEW
GOOGL 1,625 50.0%
MU 1,612 246.9%
DHI 1,554 10.4%
KLAC 1,463 119.7%
NVDA 1,393 20.2%
Top Reduces (Value $000, Stocks/ETFs)
SPY -4,154 -45.4%
RSP -3,685 -94.4%
BLK -1,832 -82.5%
SH -1,817 -100.0%
DMAR -1,786 -100.0%
GAP -1,670 -22.7%
BND -1,466 -100.0%
BXSL -1,400 -100.0%
EFG -984 -100.0%
VTV -817 -49.5%
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