Legacy Capital Wealth Partners, LLC
All 13F Filings
- Location
- Little Rock, AR
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 521,391
- Description
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- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 377 | 521,391 | 13F-HR | Legacy Capital Wealth Partners, LLC |
| Q1 2026 | 5/15/2026 | 385 | 485,356 | 13F-HR | Legacy Capital Wealth Partners, LLC |
| Q4 2025 | 1/16/2026 | 376 | 465,899 | 13F-HR | Legacy Capital Wealth Partners, LLC |
| Q3 2025 | 11/13/2025 | 378 | 459,766 | 13F-HR | Legacy Capital Wealth Partners, LLC |
| Q2 2025 | 8/13/2025 | 366 | 439,323 | 13F-HR | Legacy Capital Wealth Partners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 372.4 K | 71.4% | 31.96 K | 0 | 31.96 K |
| ETFs | 147.8 K | 28.3% | 4.225 K | 0 | 4.225 K |
| Debt | 1.17 K | 0.2% | 49 | 0 | 49 |
| Other | 0 | 0.0% | 0 | 209 | -209 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
521,391
Holdings
377
QoQ value change ($000)
36,035
(7.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.