1y return+17.2%S&P 500 +20.9%
3y return+47.4%S&P 500 +68.5%
5y return+34.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2020: $147 against $200 in the S&P 500.2
Legacy Capital Wealth Partners, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| WMTWalmart Inc | $60.9M | 11.7% | +9.4% |
| JBHTHunt J B Trans Svcs Inc | $33.9M | 6.5% | +10.4% |
| DHID R Horton Inc | $16.4M | 3.2% | −6.9% |
| RDVYFirst Tr Exchange Traded Fd | $12.5M | 2.4% | |
| TSLATesla Inc | $10.0M | 1.9% | −8.8% |
| RWLInvesco Exch Traded Fd Tr II | $9.3M | 1.8% | |
| FJUNFirst Tr Exchng Traded Fd Vi | $9.0M | 1.7% | +2.1% |
| IVVIshares Tr | $9.0M | 1.7% | −1.0% |
| NVDANvidia Corporation | $8.3M | 1.6% | +4.8% |
| PKWInvesco Exchange Traded Fd T | $7.5M | 1.4% | |
| AAPLApple Inc | $7.4M | 1.4% | +1.6% |
| VOOVanguard Index Fds | $7.2M | 1.4% | −5.9% |
| SPYINeos Etf Trust | $6.7M | 1.3% | New |
| FAUGFirst Tr Exchng Traded Fd Vi | $6.7M | 1.3% | +2.4% |
| INTCIntel Corp | $6.2M | 1.2% | −9.8% |
| GAPGap Inc | $5.7M | 1.1% | |
| EOGEog Res Inc | $5.2M | 1.0% | |
| SPYState Str Spdr S&p 500 Etf T | $5.0M | 1.0% | −74.5% |
| GOOGLAlphabet Inc | $4.9M | 0.9% | +20.7% |
| JAAAJanus Detroit Str Tr | $4.7M | 0.9% | +10.5% |
| YMARFirst Tr Exchng Traded Fd Vi | $4.6M | 0.9% | +1.5% |
| MSFTMicrosoft Corp | $4.0M | 0.8% | +7.5% |
| AMZNAmazon Com Inc | $4.0M | 0.8% | −7.5% |
| METAMeta Platforms Inc | $3.5M | 0.7% | |
| Dimensional Etf TrustCUSIP 25434V708 | $3.3M | 0.6% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| LRCXLam Research Corp | December 31, 2024 | +499.9% | $3.2M |
| AVGOBroadcom Inc | June 30, 2024 | +135.3% | $2.4M |
| WMTWalmart Inc | September 30, 2023 | +112.5% | $60.9M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $4.9M |
| AMZNAmazon Com Inc | September 30, 2023 | +87.5% | $4.0M |
| SPYState Str Spdr S&p 500 Etf T | March 31, 2023 | +82.4% | $5.0M |
| JBHTHunt J B Trans Svcs Inc | June 30, 2024 | +80.9% | $33.9M |
| AAPLApple Inc | September 30, 2023 | +69.0% | $7.4M |
| TSLATesla Inc | September 30, 2023 | +68.1% | $10.0M |
| NVDANvidia Corporation | June 30, 2024 | +62.0% | $8.3M |
Sold off last quarter
- SHProshares Tr was $1.8M
- DMARFirst Tr Exchng Traded Fd Vi was $1.8M
- BNDVanguard Bd Index Fds was $1.5M
- BXSLBlackstone Secd Lending Fd was $1.4M
- EFGIshares Tr was $984K
- SPTMSpdr Series Trust was $790K
- SPYMSpdr Series Trust was $774K
- CTRACoterra Energy Inc was $764K
- MBBIshares Tr was $701K
- SGOVIshares Tr was $667K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +7.7% | +14.8% |
| March 31, 2026 | +0.1% | −4.6% |
| December 31, 2025 | +3.5% | +2.4% |
| September 30, 2025 | +5.0% | +7.8% |
| June 30, 2025 | +4.9% | +10.5% |
| March 31, 2025 | −1.6% | −4.6% |
| December 31, 2024 | +1.1% | +2.1% |
| September 30, 2024 | +5.5% | +5.4% |
| June 30, 2024 | +0.5% | +4.0% |
| March 31, 2024 | +7.1% | +10.0% |
| December 31, 2023 | +8.4% | +11.2% |
| September 30, 2023 | −1.9% | −3.6% |
| June 30, 2023 | +4.3% | +8.3% |
| March 31, 2023 | +2.7% | +7.0% |
| December 31, 2022 | +8.4% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −14.6% | −16.5% |
| March 31, 2022 | −5.3% | −4.9% |
| December 31, 2021 | +6.6% | +10.7% |
| September 30, 2021 | −2.9% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Legacy Capital Wealth Partners, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1766228&type=13F-HR&dateb=&owner=include&count=40CIK 1766228
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1766228/000195175726001236/Filed August 12, 2026 · accession 0001951757-26-001236