Legacy Capital Wealth Partners, LLC - Portfolio overview

Legacy Capital Wealth Partners, LLC has 430 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Consumer Defensive and Financial Services.

Largest reported holdings by portfolio allocation

1. WMT - WALMART INC, 11.76%
2. JBHT - HUNT J B TRANS SVCS INC, 4.33%
3. DHI - D R HORTON INC, 2.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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