Legacy Capital Wealth Partners, LLC

Q3 2026 13F-HR Holdings

Location
Little Rock, AR
Holdings as of
9/30/2026
Date filed
10/21/2026
Form type
13F-HR
Num holdings
371
Total value ($000)
$480,876
Net value change ($000)
-40,515 (-7.8%)
New positions
33
Sold out positions
39
Turnover %
11.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
BIL 6,928 1092.7%
FIRST TR EXCHANGE-TRADED FD 2,568 802.5%
NPFD 2,549 NEW
EXXONMOBIL HOLDINGS CORP 1,840 NEW
MSFT 1,663 41.7%
GLDM 1,590 51.3%
AAPL 1,454 19.7%
GAP 1,207 21.3%
NVDA 1,133 13.7%
SGOV 827 NEW
Top Reduces (Value $000, Stocks/ETFs)
WMT -17,541 -28.8%
DHI -16,425 -100.0%
JBHT -7,659 -22.6%
INTC -6,205 -100.0%
SPYI -4,156 -62.2%
MLPX -2,169 -100.0%
TSLA -2,105 -21.1%
XOM -1,796 -100.0%
KLAC -1,085 -40.4%
LRCX -1,057 -33.4%
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