Legacy Capital Wealth Partners, LLC
All 13F Filings
- Location
- Little Rock, AR
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 480,876
- Description
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- Website
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- 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 |
|---|---|---|---|---|---|
| Q3 2026 | 10/21/2026 | 371 | 480,876 | 13F-HR | Legacy Capital Wealth Partners, LLC |
| 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 | 326.7 K | 67.9% | 0 | 45.77 K | -45.77 K |
| ETFs | 153.1 K | 31.8% | 5.287 K | 0 | 5.287 K |
| Debt | 1.143 K | 0.2% | 0 | 27 | -27 |
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Fund Snapshot
Q3 2026
Latest filed
10/21/2026
Total value ($000)
480,876
Holdings
371
QoQ value change ($000)
-40,515
(-7.8%)
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.