Legacy Capital Wealth Partners
Legacy Capital Wealth Partners reported 371 stocks worth $481M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are WMT (9.0%), JBHT (5.5%) and RDVY (2.5%). Compared with Q2 2026, the fund opened new positions in NPFD and XOM, added to RDVY, RWL and AAPL, trimmed WMT, NVDA and FJUN and sold out of DHI, INTC and MLPX.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  WMT Walmart Inc | $43.3M | 9.0% | 417K | −121K (−22%) | 8 of 8 | |
| 2 |  JBHT Hunt J B Trans Svcs Inc | $26.2M | 5.5% | 117K | No change | 8 of 8 | |
| 3 |  RDVY First TR Exchange Traded FD | $12M | 2.5% | 162K | +1,106 (+1%) | 8 of 8 | |
| 4 |  NVDA Nvidia Corporation | $9.4M | 2.0% | 41K | −166 (−0%) | 8 of 8 | |
| 5 |  RWL Invesco Exch Traded FD TR II | $9.4M | 2.0% | 80K | +676 (+1%) | 8 of 8 | |
| 6 |  FJUN First TR Exchng Traded FD VI | $9M | 1.9% | 147K | −3,266 (−2%) | 6 of 8 | |
| 7 |  AAPL Apple Inc | $8.8M | 1.8% | 27K | +1,018 (+4%) | 8 of 8 | |
| 8 |  IVV Ishares TR | $8.8M | 1.8% | 12K | −462 (−4%) | 8 of 8 | |
| 9 |  TSLA Tesla Inc | $7.9M | 1.6% | 22K | −1,537 (−6%) | 8 of 8 | |
| 10 |  PKW Invesco Exchange Traded FD T | $7.6M | 1.6% | 59K | +873 (+1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 DHI D R Horton Inc | $16.4M | 101K |
 INTC Intel Corp | $6.2M | 44K |
 MLPX Global X Fds | $2.2M | 29K |
 XOM Exxon Mobil Corp | $1.8M | 13K |
 IWV Ishares Russell 3000 ETF | $878K | 2,060 |
🔒 Free account: see all 30.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 21, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Capital Wealth Partners 13F FAQ
What does Legacy Capital Wealth Partners own?
Legacy Capital Wealth Partners reported 371 stocks worth $481M in its 13F filing for Q3 2026, filed Oct 21, 2026. Its largest holdings are WMT (9.0%), JBHT (5.5%) and RDVY (2.5%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Capital Wealth Partners buy and sell in Q3 2026?
Compared with Q2 2026: 33 new positions, 170 added to, 126 trimmed and 39 sold out. New positions include NPFD and XOM. It sold all of DHI, INTC and MLPX.
When will Legacy Capital Wealth Partners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Capital Wealth Partners's portfolio worth?
The Q3 2026 filing reports $481M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.