Legacy Capital Wealth Partners, LLC

13F filer · CIK 0001766228

Reported Aug 12, 2026

Net seller this quarter

13F portfolio value$521MU.S. long equity reported on 13F

Positions25429 new · 34 closed

Net flow last quarter-$37.5MBuys minus sells

Top 10 positions weight30.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 12, 2026254 positions
WMTWalmart Inc.	$60.9M	11.67%	0.01%	+9.4%	Q1 2023
JBHTHunt J B Transport Services Inc	$33.9M	6.50%	0.12%	+10.4%	Q1 2023
DHIHorton D R Inc	$16.4M	3.15%	0.04%	-7.0%	Q3 2023
TSLATesla, Inc.	$9.97M	1.91%	0.00%	-8.8%	Q1 2023
NVDANvidia Corp	$8.28M	1.59%	0.00%	+4.8%	Q4 2020
AAPLApple Inc.	$7.39M	1.42%	0.00%	+1.6%	Q4 2020
INTCIntel Corp	$6.21M	1.19%	0.00%	-9.9%	Q1 2023
GAPGap Inc	$5.68M	1.09%	0.08%	+0.1%	Q2 2024
EOGEog Resources Inc	$5.22M	1.00%	0.01%	+0.5%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$4.99M	0.96%	Not reported	-74.5%	Q1 2023
GOOGLAlphabet Inc.	$4.87M	0.93%	0.00%	+20.7%	Q1 2022
MSFTMicrosoft Corp	$3.99M	0.77%	0.00%	+7.5%	Q4 2020
AMZNAmazon Com Inc	$3.96M	0.76%	0.00%	-7.5%	Q4 2020
METAMeta Platforms, Inc.	$3.49M	0.67%	Not reported	-0.4%	Q4 2020
OZKBank OZK	$3.22M	0.62%	Not reported	+0.2%	Q1 2023
LRCXLam Research Corp	$3.16M	0.61%	0.00%	-13.5%	Q1 2023
GLDMWorld Gold Trust	$3.1M	0.59%	0.01%	+0.4%	Q1 2023
SYMSymbotic Inc.	$2.85M	0.55%	0.01%	+21.0%	Q3 2023
KLACKla Corp	$2.69M	0.52%	0.00%	+7.2%	Q4 2023
DFAXGulf Resources, Inc.	$2.66M	0.51%	Not reported	+0.4%	Q2 2025
AVGOBroadcom Inc.	$2.37M	0.45%	0.00%	+2.4%	Q1 2023
MUMicron Technology Inc	$2.26M	0.43%	0.00%	+1.5%	Q2 2024
VVisa Inc.	$2.2M	0.42%	0.00%	+1.8%	Q4 2020
TSMTaiwan Semiconductor Manufacturing Co Ltd	$2.14M	0.41%	0.00%	+17.1%	Q4 2020
GOOGAlphabet Inc.	$2.09M	0.40%	Not reported	+4.1%	Q1 2023
AMATApplied Materials Inc	$2.04M	0.39%	0.00%	-15.4%	Q4 2020
JPMJPMorgan Chase & Co	$2.02M	0.39%	0.00%	-0.2%	Q1 2023
TRINTrinity Capital Inc.	$1.93M	0.37%	0.11%	+2.4%	Q4 2023
XOMExxonMobil Holdings Corp	$1.8M	0.34%	0.00%	+6.7%	Q1 2023
CSWCCapital Southwest Corp	$1.77M	0.34%	0.12%	+4.9%	Q4 2020
GAINGladstone Investment Corporation\de	$1.76M	0.34%	0.29%	-4.4%	Q3 2021
ANETArista Networks, Inc.	$1.76M	0.34%	0.00%	+19.7%	Q3 2023
PMPhilip Morris International Inc.	$1.75M	0.34%	0.00%	-6.2%	Q1 2023
GLADGladstone Capital Corp	$1.73M	0.33%	0.39%	+30.8%	Q3 2022
OBDCBlue Owl Capital Corp	$1.72M	0.33%	0.03%	+39.7%	Q4 2020
MAINMain Street Capital CORP	$1.71M	0.33%	0.04%	+14.8%	Q3 2021
HTGCHercules Capital, Inc.	$1.71M	0.33%	0.06%	+10.4%	Q4 2020
MSDLMorgan Stanley Direct Lending Fund	$1.68M	0.32%	0.13%	+28.9%	Q1 2025
ARCCAres Capital Corp	$1.66M	0.32%	0.01%	+7.1%	Q4 2020
FDUSFIDUS INVESTMENT Corp	$1.64M	0.31%	0.23%	+8.0%	Q1 2022
TXNTexas Instruments Inc	$1.6M	0.31%	0.00%	-12.5%	Q4 2020
TSLXSixth Street Specialty Lending, Inc.	$1.55M	0.30%	0.09%	+20.8%	Q4 2020
GBDCGOLUB CAPITAL BDC, Inc.	$1.52M	0.29%	0.05%	-1.1%	Q3 2021
BRK.BBerkshire Hathaway Inc	$1.51M	0.29%	Not reported	+14.8%	Q1 2023
CVXChevron Corp	$1.5M	0.29%	0.00%	-9.1%	Q4 2020
VZVerizon Communications Inc	$1.46M	0.28%	0.00%	+0.2%	Q1 2023
HDHome Depot, Inc.	$1.41M	0.27%	0.00%	+2.7%	Q1 2021
TJXTJX Companies Inc	$1.39M	0.27%	0.00%	+2.1%	Q4 2020
ASMLAsml Holding NV	$1.39M	0.27%	0.00%	+16.6%	Q4 2020
GWWW.W. Grainger, Inc.	$1.3M	0.25%	0.00%	-9.1%	Q1 2023

Q1 2026Reported May 15, 2026259 positions
WMTWalmart Inc.	$61M	12.58%	0.01%	-6.1%	Q1 2023
JBHTHunt J B Transport Services Inc	$22.5M	4.63%	0.11%	-11.1%	Q1 2023
DHIHorton D R Inc	$14.9M	3.06%	0.04%	Not reported	Q3 2023
TSLATesla, Inc.	$9.67M	1.99%	0.00%	+5.8%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$9.14M	1.88%	Not reported	+11.7%	Q1 2023
GAPGap Inc	$7.35M	1.51%	0.08%	-19.8%	Q2 2024
NVDANvidia Corp	$6.89M	1.42%	0.00%	+4.2%	Q4 2020
AAPLApple Inc.	$6.38M	1.31%	0.00%	+2.7%	Q4 2020
EOGEog Resources Inc	$5.79M	1.19%	0.01%	-24.5%	Q1 2023
AMZNAmazon Com Inc	$3.74M	0.77%	0.00%	+2.4%	Q4 2020
MSFTMicrosoft Corp	$3.68M	0.76%	0.00%	+4.3%	Q4 2020
GLDMWorld Gold Trust	$3.61M	0.74%	0.01%	-0.1%	Q1 2023
METAMeta Platforms, Inc.	$3.55M	0.73%	Not reported	+48.2%	Q4 2020
GOOGLAlphabet Inc.	$3.25M	0.67%	0.00%	+8.9%	Q1 2022
OZKBank OZK	$2.83M	0.58%	Not reported	-0.1%	Q1 2023
SYMSymbotic Inc.	$2.79M	0.58%	0.01%	-1.3%	Q3 2023
DFAXGulf Resources, Inc.	$2.44M	0.50%	Not reported	-8.3%	Q2 2025
BLKBlackRock, Inc.	$2.22M	0.46%	0.00%	+417.5%	Q4 2023
INTCIntel Corp	$2.18M	0.45%	0.00%	+612.3%	Q1 2023
XOMExxonMobil Holdings Corp	$2.09M	0.43%	0.00%	-13.1%	Q1 2023
CVXChevron Corp	$2.06M	0.42%	0.00%	-6.5%	Q4 2020
VVisa Inc.	$1.9M	0.39%	0.00%	+1.9%	Q4 2020
AVGOBroadcom Inc.	$1.89M	0.39%	0.00%	+7.1%	Q1 2023
JPMJPMorgan Chase & Co	$1.82M	0.37%	0.00%	+6.0%	Q1 2023
LRCXLam Research Corp	$1.8M	0.37%	0.00%	+9.3%	Q1 2023
VZVerizon Communications Inc	$1.73M	0.36%	0.00%	+3.7%	Q1 2023
PMPhilip Morris International Inc.	$1.7M	0.35%	0.00%	-5.9%	Q1 2023
GAINGladstone Investment Corporation\de	$1.69M	0.35%	0.30%	+7.0%	Q3 2021
GOOGAlphabet Inc.	$1.63M	0.34%	Not reported	+13.9%	Q1 2023
CSWCCapital Southwest Corp	$1.57M	0.32%	0.12%	+7.5%	Q4 2020
TRINTrinity Capital Inc.	$1.55M	0.32%	0.12%	+7.3%	Q4 2023
MAINMain Street Capital CORP	$1.52M	0.31%	0.03%	+4.2%	Q3 2021
GBDCGOLUB CAPITAL BDC, Inc.	$1.52M	0.31%	0.05%	+2.1%	Q3 2021
ARCCAres Capital Corp	$1.51M	0.31%	0.01%	+16.0%	Q4 2020
HTGCHercules Capital, Inc.	$1.45M	0.30%	0.05%	+9.8%	Q4 2020
TJXTJX Companies Inc	$1.44M	0.30%	0.00%	+7.3%	Q4 2020
NFLXNetflix Inc	$1.42M	0.29%	0.00%	+16.7%	Q1 2023
GLDSPDR Gold Trust	$1.41M	0.29%	0.00%	-1.4%	Q1 2023
BXSLBlackstone Secured Lending Fund	$1.4M	0.29%	0.03%	+10.7%	Q1 2022
FDUSFIDUS INVESTMENT Corp	$1.39M	0.29%	0.21%	+9.2%	Q1 2022
TSLXSixth Street Specialty Lending, Inc.	$1.37M	0.28%	0.08%	+9.9%	Q4 2020
IBITiShares Bitcoin Trust ETF	$1.3M	0.27%	0.00%	Not reported	Q2 2025
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.29M	0.27%	0.00%	+11.4%	Q4 2020
HDHome Depot, Inc.	$1.28M	0.26%	0.00%	+1.5%	Q1 2021
BRK.BBerkshire Hathaway Inc	$1.26M	0.26%	Not reported	-2.1%	Q1 2023
OBDCBlue Owl Capital Corp	$1.25M	0.26%	0.02%	+11.4%	Q4 2020
USBUS Bancorp \de\	$1.23M	0.25%	0.00%	-13.0%	Q1 2023
KLACKla Corp	$1.22M	0.25%	0.00%	+15.6%	Q4 2023
MAMastercard Inc	$1.22M	0.25%	0.00%	+4.4%	Q1 2023
MSDLMorgan Stanley Direct Lending Fund	$1.2M	0.25%	0.10%	+11.8%	Q1 2025

Q4 2025Reported Jan 16, 2026253 positions
WMTWalmart Inc.	$58.3M	12.50%	0.01%	-1.2%	Q1 2023
JBHTHunt J B Transport Services Inc	$23.2M	4.98%	0.13%	Not reported	Q1 2023
TSLATesla, Inc.	$11.1M	2.37%	0.00%	-14.9%	Q1 2023
SPYSPDR S&P 500 ETF Trust	$9.8M	2.10%	Not reported	+6.3%	Q1 2023
GAPGap Inc	$9.69M	2.08%	0.10%	-1.0%	Q2 2024
NVDANvidia Corp	$7.07M	1.52%	0.00%	-0.6%	Q4 2020
AAPLApple Inc.	$6.66M	1.43%	0.00%	+1.2%	Q4 2020
EOGEog Resources Inc	$5.58M	1.20%	0.01%	0.0%	Q1 2023
MSFTMicrosoft Corp	$4.62M	0.99%	0.00%	-0.1%	Q4 2020
AMZNAmazon Com Inc	$4.05M	0.87%	0.00%	-1.9%	Q4 2020
GLDMWorld Gold Trust	$3.33M	0.71%	0.01%	+6.9%	Q1 2023
GOOGLAlphabet Inc.	$3.25M	0.70%	0.00%	+2.5%	Q1 2022
SYMSymbotic Inc.	$3.16M	0.68%	0.01%	Not reported	Q3 2023
OZKBank OZK	$2.84M	0.61%	Not reported	-0.1%	Q1 2023
METAMeta Platforms, Inc.	$2.77M	0.59%	Not reported	+4.5%	Q4 2020
DFAXGulf Resources, Inc.	$2.57M	0.55%	Not reported	-0.6%	Q2 2025
VVisa Inc.	$2.17M	0.47%	0.00%	-1.1%	Q4 2020
AVGOBroadcom Inc.	$1.98M	0.42%	0.00%	-5.0%	Q1 2023
JPMJPMorgan Chase & Co	$1.88M	0.40%	0.00%	-2.4%	Q1 2023
PMPhilip Morris International Inc.	$1.76M	0.38%	0.00%	+1.4%	Q1 2023
XOMExxonMobil Holdings Corp	$1.7M	0.37%	0.00%	+0.3%	Q1 2023
HTGCHercules Capital, Inc.	$1.69M	0.36%	0.05%	+9.7%	Q4 2020
MAINMain Street Capital CORP	$1.67M	0.36%	0.03%	+7.6%	Q3 2021
CVXChevron Corp	$1.62M	0.35%	0.00%	-2.0%	Q4 2020
GBDCGOLUB CAPITAL BDC, Inc.	$1.59M	0.34%	0.04%	+10.3%	Q3 2021
GOOGAlphabet Inc.	$1.56M	0.34%	Not reported	+11.5%	Q1 2023
GAINGladstone Investment Corporation\de	$1.56M	0.33%	0.28%	+10.0%	Q3 2021
TSLXSixth Street Specialty Lending, Inc.	$1.48M	0.32%	0.07%	+11.1%	Q4 2020
CSWCCapital Southwest Corp	$1.47M	0.31%	0.11%	+12.9%	Q4 2020
ARCCAres Capital Corp	$1.46M	0.31%	0.01%	+12.4%	Q4 2020
USBUS Bancorp \de\	$1.46M	0.31%	0.00%	-2.5%	Q1 2023
TRINTrinity Capital Inc.	$1.44M	0.31%	0.12%	+11.7%	Q4 2023
FDUSFIDUS INVESTMENT Corp	$1.41M	0.30%	0.19%	+11.4%	Q1 2022
BXSLBlackstone Secured Lending Fund	$1.41M	0.30%	0.02%	+13.3%	Q1 2022
VZVerizon Communications Inc	$1.35M	0.29%	0.00%	-0.7%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.35M	0.29%	Not reported	+21.0%	Q1 2023
MAMastercard Inc	$1.33M	0.29%	0.00%	+6.2%	Q1 2023
LRCXLam Research Corp	$1.32M	0.28%	0.00%	+9.8%	Q1 2023
HDHome Depot, Inc.	$1.32M	0.28%	0.00%	+1.9%	Q1 2021
GLDSPDR Gold Trust	$1.31M	0.28%	0.00%	+0.2%	Q1 2023
CAVACava Group, Inc.	$1.29M	0.28%	0.02%	+0.4%	Q3 2023
TJXTJX Companies Inc	$1.29M	0.28%	0.00%	+7.2%	Q4 2020
MSDLMorgan Stanley Direct Lending Fund	$1.27M	0.27%	0.09%	+8.7%	Q1 2025
OBDCBlue Owl Capital Corp	$1.26M	0.27%	0.02%	+12.6%	Q4 2020
GLADGladstone Capital Corp	$1.25M	0.27%	0.27%	+15.7%	Q3 2022
NFLXNetflix Inc	$1.19M	0.25%	0.00%	+11.2%	Q1 2023
JNJJohnson & Johnson	$1.17M	0.25%	0.00%	-2.8%	Q1 2023
GWWW.W. Grainger, Inc.	$1.09M	0.23%	0.00%	+4.3%	Q1 2023
MRSHMarsh & Mclennan Companies, Inc.	$1.08M	0.23%	0.00%	+11.5%	Q1 2023
UNPUnion Pacific Corp	$1.07M	0.23%	0.00%	-2.5%	Q1 2023

Q3 2025Reported Nov 13, 2025253 positions
WMTWalmart Inc.	$54.5M	11.86%	0.01%	+0.5%	Q1 2023
JBHTHunt J B Transport Services Inc	$16M	3.48%	0.13%	0.0%	Q1 2023
TSLATesla, Inc.	$12.8M	2.79%	0.00%	-11.1%	Q1 2023
GAPGap Inc	$8.18M	1.78%	0.10%	-34.3%	Q2 2024
SPYSPDR S&P 500 ETF Trust	$7.19M	1.56%	Not reported	-1.7%	Q1 2023
NVDANvidia Corp	$7.12M	1.55%	0.00%	-5.5%	Q4 2020
AAPLApple Inc.	$6.16M	1.34%	0.00%	-3.9%	Q4 2020
EOGEog Resources Inc	$5.95M	1.30%	0.01%	-10.5%	Q1 2023
MSFTMicrosoft Corp	$4.95M	1.08%	0.00%	+5.9%	Q4 2020
AMZNAmazon Com Inc	$3.93M	0.85%	0.00%	-5.0%	Q4 2020
OZKBank OZK	$3.15M	0.69%	Not reported	+0.1%	Q1 2023
METAMeta Platforms, Inc.	$2.95M	0.64%	Not reported	+3.2%	Q4 2020
SYMSymbotic Inc.	$2.87M	0.62%	0.01%	Not reported	Q3 2023
GLDMWorld Gold Trust	$2.78M	0.61%	0.01%	+10.6%	Q1 2023
DFAXGulf Resources, Inc.	$2.48M	0.54%	Not reported	+23.2%	Q2 2025
GOOGLAlphabet Inc.	$2.46M	0.54%	0.00%	+12.8%	Q1 2022
VVisa Inc.	$2.13M	0.46%	0.00%	+0.5%	Q4 2020
AVGOBroadcom Inc.	$1.98M	0.43%	0.00%	+2.2%	Q1 2023
JPMJPMorgan Chase & Co	$1.88M	0.41%	0.00%	-4.7%	Q1 2023
PMPhilip Morris International Inc.	$1.75M	0.38%	0.00%	+2.7%	Q1 2023
CVXChevron Corp	$1.69M	0.37%	0.00%	+6.4%	Q4 2020
MAINMain Street Capital CORP	$1.63M	0.35%	0.03%	-2.3%	Q3 2021
XOMExxonMobil Holdings Corp	$1.59M	0.35%	0.00%	-1.0%	Q1 2023
HTGCHercules Capital, Inc.	$1.54M	0.34%	0.04%	-0.5%	Q4 2020
HDHome Depot, Inc.	$1.52M	0.33%	0.00%	+6.3%	Q1 2021
VZVerizon Communications Inc	$1.47M	0.32%	0.00%	-2.9%	Q1 2023
GBDCGOLUB CAPITAL BDC, Inc.	$1.45M	0.32%	0.04%	-1.4%	Q3 2021
TSLXSixth Street Specialty Lending, Inc.	$1.4M	0.30%	0.06%	-1.2%	Q4 2020
GAINGladstone Investment Corporation\de	$1.4M	0.30%	0.26%	-1.0%	Q3 2021
NFLXNetflix Inc	$1.37M	0.30%	0.00%	+6.3%	Q1 2023
TRINTrinity Capital Inc.	$1.36M	0.30%	0.12%	-1.4%	Q4 2023
USBUS Bancorp \de\	$1.35M	0.29%	0.00%	+1.2%	Q1 2023
FDUSFIDUS INVESTMENT Corp	$1.33M	0.29%	0.18%	-0.9%	Q1 2022
CAVACava Group, Inc.	$1.33M	0.29%	0.02%	+81.4%	Q3 2023
ARCCAres Capital Corp	$1.31M	0.29%	0.01%	-0.7%	Q4 2020
CSWCCapital Southwest Corp	$1.28M	0.28%	0.10%	-0.7%	Q4 2020
PLTRPalantir Technologies Inc.	$1.26M	0.27%	0.00%	-18.6%	Q4 2024
MAMastercard Inc	$1.25M	0.27%	0.00%	+2.1%	Q1 2023
BXSLBlackstone Secured Lending Fund	$1.23M	0.27%	0.02%	-0.7%	Q1 2022
GLDSPDR Gold Trust	$1.18M	0.26%	0.00%	Not reported	Q1 2023
OBDCBlue Owl Capital Corp	$1.15M	0.25%	0.02%	-0.8%	Q4 2020
GLADGladstone Capital Corp	$1.15M	0.25%	0.23%	-0.6%	Q3 2022
ORLYO Reilly Automotive Inc	$1.14M	0.25%	0.00%	+6.4%	Q2 2024
MSDLMorgan Stanley Direct Lending Fund	$1.14M	0.25%	0.08%	-0.4%	Q1 2025
TJXTJX Companies Inc	$1.13M	0.25%	0.00%	+51.0%	Q4 2020
UNPUnion Pacific Corp	$1.12M	0.24%	0.00%	-0.2%	Q1 2023
BRK.BBerkshire Hathaway Inc	$1.12M	0.24%	Not reported	+4.6%	Q1 2023
GOOGAlphabet Inc.	$1.09M	0.24%	Not reported	+14.3%	Q1 2023
ULUnilever PLC	$1.08M	0.23%	0.00%	+6.2%	Q1 2023
JNJJohnson & Johnson	$1.08M	0.23%	0.00%	+2.2%	Q1 2023

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