Fund HoldingsLegacy Capital Wealth Partners, LLC

Total Portfolio Value
$521.39M
Total Bought
$70.58M
Total Sold
$58.21M
Net Transaction
+$12.37M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
HUNT J B TRANS SVCS INC(JBHT)106,094117,156+11,06222,48133,9086.50%+11,427
NEOS ETF TRUST
NEOS S&P 500 HI
0125,918+125,91806,6851.28%+6,685
INTEL CORP(INTC)49,29644,441-4,8552,1756,2051.19%+4,030
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
162,100161,249-85110,55112,4552.39%+1,904
TIDAL TRUST I046,372+46,37201,6790.32%+1,679
ALPHABET INC(GOOG)11,30413,640+2,3363,2504,8750.93%+1,624
MICRON TECHNOLOGY INC(MU)1,9341,962+286532,2650.43%+1,612
D R HORTON INC(DHI)108,370100,839-7,53114,87116,4253.15%+1,554
KLA CORP(KLAC)8308,900+8,0701,2222,6850.52%+1,463
NVIDIA CORPORATION(NVDA)39,48941,381+1,8926,8878,2801.59%+1,393
LAM RESEARCH CORP(LRCX)8,4397,300-1,1391,8033,1630.61%+1,360
FIRST TR EXCHANGE-TRADED FD6,62490,588+83,9646671,7730.34%+1,106
ISHARES TR12,10611,979-1277,9078,9711.72%+1,064
APPLE INC(AAPL)25,14325,540+3976,3817,3901.42%+1,009
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
78,70779,115+4088,3639,3501.79%+987
APPLIED MATLS INC3,3412,828-5131,1422,0450.39%+903
ISHARES TR02,060+2,06008780.17%+878
TAIWAN SEMICONDUCTOR MANUFAC(TSM)3,8234,476+6531,2922,1380.41%+845
ISHARES TR3,7596,370+2,6118031,5440.30%+741
ISHARES TR2,69715,006+12,3091,1501,8630.36%+713
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
115,300118,084+2,7845,9716,6721.28%+702
ARISTA NETWORKS INC(ANET)8,65610,357+1,7011,0631,7590.34%+697
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
147,530150,577+3,0478,3369,0271.73%+691
DEVON ENERGY CORP NEW(DVN)016,308+16,30806740.13%+674
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
0669+66906460.12%+646
SPDR SERIES TRUST
ST STR BLO 1 ETF
06,923+6,92306340.12%+634
ASML HLDG NV
N Y REGISTRY SHS
597696+997891,3850.27%+596
PIMCO ETF TR
ENHAN SHRT MA AC
19,72525,523+5,7981,9842,5730.49%+589
T ROWE PRICE EXCHANGE-TRADED
CAP APPRECIATION
60,01066,255+6,2452,1362,7230.52%+587
GLADSTONE CAP CORP(GLAD)68,10789,112+21,0051,1821,7310.33%+549
VANGUARD INDEX FDS11,15110,497-6546,6637,2091.38%+546
MONOLITHIC PWR SYS INC(MPWR)0386+38605340.10%+534
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
58,75858,527-2316,9577,4751.43%+519
MORGAN STANLEY DIRECT LENDIN(MSDL)86,033110,870+24,8371,2011,6760.32%+475
BROADCOM INC(AVGO)6,1216,267+1461,8942,3670.45%+473
NIKE INC(NKE)011,387+11,38704670.09%+467
BLUE OWL CAPITAL CORPORATION(OBDC)113,334158,296+44,9621,2531,7210.33%+467
ALPHABET INC(GOOG)5,6745,904+2301,6282,0860.40%+458
JANUS DETROIT STR TR
HENDRSON AAA CL
83,85492,617+8,7634,2244,6760.90%+453
OTIS WORLDWIDE CORP(OTIS)06,247+6,24704470.09%+447
CLOROX CO DEL(CLX)04,601+4,60104390.08%+439
DOMINOS PIZZA INC(DPZ)01,460+1,46004320.08%+432
BNY MELLON ETF TRUST II
DYNAMIC VALUE
31,12039,960+8,8409231,3380.26%+415
DIMENSIONAL ETF TRUST
US COR EQU 2 ETF
74,63874,692+542,9003,3130.64%+413
TEXAS INSTRS INC(TXN)6,1395,371-7681,1921,6010.31%+409
SUPER MICRO COMPUTER INC(SMCI)013,694+13,69404020.08%+402
AMPHENOL CORP5,0235,864+8416351,0340.20%+399
BANK OZK LITTLE ROCK ARK(OZK)61,74661,874+1282,8343,2230.62%+390
TRINITY CAP INC(TRIN)105,499107,991+2,4921,5521,9320.37%+380
ISHARES TR17,47619,981+2,5051,6972,0760.40%+378
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
08,026+8,02603750.07%+375
INVESCO ACTIVELY MANAGED EXC
ULTRA SHRT DUR
07,317+7,31703670.07%+367
UNITED RENTALS INC(URI)712768+565188700.17%+352
LENNAR CORP(LEN)03,797+3,79703440.07%+344
SPACE EXPLORATION TECHN CORP01,918+1,91803280.06%+328
AMERICAN CENTY ETF TR18,67719,118+4412,0632,3850.46%+322
MICROSOFT CORP(MSFT)9,95410,696+7423,6853,9900.77%+305
TESLA INC(TSLA)26,01123,711-2,3009,6709,9731.91%+303
ELI LILLY & CO(LLY)842897+557741,0760.21%+302
VISA INC(V)6,2996,412+1131,9042,2000.42%+296
ROSS STORES INC(ROST)2,3963,811+1,4155198110.16%+292
VANECK ETF TRUST
SEMICONDUCTR ETF
0431+43102830.05%+283
PALO ALTO NETWORKS INC(PANW)1,9771,750-2273175970.11%+280
CISCO SYS INC(CSCO)7,2237,149-745608400.16%+279
SHARKNINJA INC(SN)01,814+1,81402760.05%+276
POWER INTEGRATIONS INC(POWI)03,285+3,28502750.05%+275
FIRST TR EXCHNG TRADED FD VI
FT VEST INTER EQ
159,621162,062+2,4414,2954,5700.88%+275
VERISIGN INC01,074+1,07402700.05%+270
INNOVATOR ETFS TRUST
INTL DE PW JUNE
08,624+8,62402690.05%+269
DIMENSIONAL ETF TRUST
WORLD EQUITY ETF
9,35811,557+2,1996909570.18%+266
FIRST TR EXCHANGE-TRADED FD
FT VEST RIS
53,49355,544+2,0511,3671,6330.31%+266
VANECK ETF TRUST
CLO ETF
04,977+4,97702640.05%+264
REX ETF TR010,584+10,58402630.05%+263
APTARGROUP INC02,084+2,08402610.05%+261
HERCULES CAPITAL INC(HCXY)98,333108,546+10,2131,4521,7120.33%+259
SOUTHSTATE BK CORP02,555+2,55502550.05%+255
RBB FUND TRUST
FIRST EAGLE GBL
6,16111,127+4,9662905440.10%+255
FIDUS INVT CORP(FDUS)79,65485,990+6,3361,3881,6400.31%+252
WARNER BROS DISCOVERY INC(WBD)7,55117,199+9,6482074590.09%+251
SPDR SERIES TRUST
ST STR CONV ETF
13,80014,037+2371,2631,5140.29%+251
BERKSHIRE HATHAWAY INC DEL2,6273,015+3881,2591,5090.29%+250
GMO ETF TRUST
GMO US VALUE
102,653105,231+2,5782,8843,1330.60%+249
MONSTER BEVERAGE CORP NEW(MNST)02,544+2,54402450.05%+245
CADENCE DESIGN SYSTEM INC(CDNS)1,7231,904+1814797150.14%+236
SELECTIVE INS GROUP INC(SIGI)02,364+2,36402290.04%+229
LAMAR ADVERTISING CO(LAMR)01,457+1,45702270.04%+227
CAVA GROUP INC(CAVA)02,867+2,86702250.04%+225
ATLANTIC UN BANKSHARES CORP(AUB)05,269+5,26902230.04%+223
SEACOAST BKG CORP FLA(SBCF)06,695+6,69502230.04%+223
ISHARES TR
CORE DIV GRWTH
02,924+2,92402220.04%+222
AMAZON COM INC(AMZN)17,97716,629-1,3483,7443,9630.76%+219
DIMENSIONAL ETF TRUST
WORLD EX US CORE
71,97372,231+2582,4452,6610.51%+216
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
05,240+5,24002150.04%+215
ALCOA CORP(AA)04,092+4,09202130.04%+213
ISHARES TR
MSCI USA MMENTM
0622+62202130.04%+213
AAON INC01,676+1,67602130.04%+213
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
27,30128,356+1,0551,3661,5760.30%+210
AMERICAN CENTY ETF TR02,610+2,61002090.04%+209
WELLS FARGO & CO(WFC)7,2049,465+2,2615747820.15%+209
ETF SER SOLUTIONS
APTUS COLLRD INV
46,90947,172+2631,9682,1770.42%+208
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