Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Capital Wealth Partners, LLC (CIK 1766228) reported $485.4M across 385 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: WMT ($61.0M, 12.58%), JBHT ($22.5M, 4.63%), DHI ($14.9M, 3.06%), RDVY ($10.6M, 2.17%), TSLA ($9.7M, 1.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | WMT | WALMART INC | $61.0M | 12.58% | 491,110 | Trimmed |
| 2 | JBHT | HUNT J B TRANS SVCS INC | $22.5M | 4.63% | 106,094 | Trimmed |
| 3 | DHI | D R HORTON INC | $14.9M | 3.06% | 108,370 | New |
| 4 | RDVY | FIRST TR EXCHANGE TRADED FD | $10.6M | 2.17% | 162,100 | Added |
| 5 | TSLA | TESLA INC | $9.7M | 1.99% | 26,011 | Added |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $9.1M | 1.88% | 73,593 | Added |
| 7 | FJUN | FIRST TR EXCHNG TRADED FD VI | $8.3M | 1.72% | 147,530 | Added |
| 8 | RWL | INVESCO EXCH TRADED FD TR II | $8.4M | 1.72% | 78,707 | Added |
| 9 | IVV | ISHARES TR | $7.9M | 1.63% | 12,106 | Trimmed |
| 10 | GAP | GAP INC | $7.3M | 1.51% | 303,581 | Trimmed |
| 11 | PKW | INVESCO EXCHANGE TRADED FD T | $7.0M | 1.43% | 58,758 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $6.9M | 1.42% | 39,489 | Added |
| 13 | VOO | VANGUARD INDEX FDS | $6.7M | 1.37% | 11,151 | Trimmed |
| 14 | AAPL | APPLE INC | $6.4M | 1.31% | 25,143 | Added |
| 15 | FAUG | FIRST TR EXCHNG TRADED FD VI | $6.0M | 1.23% | 115,300 | Added |
| 16 | EOG | EOG RES INC | $5.8M | 1.19% | 40,083 | Trimmed |
| 17 | YMAR | FIRST TR EXCHNG TRADED FD VI | $4.3M | 0.88% | 159,621 | Added |
| 18 | JAAA | JANUS DETROIT STR TR | $4.2M | 0.87% | 83,854 | Added |
| 19 | RSP | INVESCO EXCHANGE TRADED FD T | $3.9M | 0.80% | 20,347 | New |
| 20 | AMZN | AMAZON COM INC | $3.7M | 0.77% | 17,977 | Added |
| 21 | MSFT | MICROSOFT CORP | $3.7M | 0.76% | 9,954 | Added |
| 22 | GLDM | WORLD GOLD TR | $3.6M | 0.74% | 38,898 | Trimmed |
| 23 | META | META PLATFORMS INC | $3.6M | 0.73% | 6,213 | Added |
| 24 | GOOGL | ALPHABET INC | $3.3M | 0.67% | 11,304 | Added |
| 25 | DFAU | DIMENSIONAL ETF TRUST | $3.0M | 0.61% | 65,957 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31