Legacy Capital Wealth Partners, LLC
SEC Form 13F institutional filer · CIK 0001766228
13F-HR · 185 reported holdings · 2026-03-31
Reported long-US-equity value
$0.31B
Top-10 concentration
55.0%
Legacy Capital Wealth Partners, LLC — $310M AUM allocation strategy
Legacy Capital Wealth Partners, LLC files SEC Form 13F and reports $310M of long US equity value across 185 reported holdings for 2026-03-31.
Its largest sector bet is Consumer Staples 19.7%, followed by Consumer Discretionary 9.2% and Financials 8.3%.
The top 10 holdings account for 55% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Legacy Capital Wealth Partners, LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$310M
total across 185 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
55% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$INTC +42.4K sh · +$1.92M+$IVZ +21.7K sh · +$4.09M+$TROW +18.4K sh · +$395K
Biggest trims (shares)
−$WMT −31.8K sh · +$2.78M−$SCHW −15.5K sh · −$475K−$JBHT −13.3K sh · −$720K
Exited to nil (held last quarter, gone now)
$TSCO ($450K last qtr)$AMP ($412K last qtr)$CRM ($382K last qtr)$SBAC ($282K last qtr)$NOC ($264K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Consumer Staples Merchandise Retail19.7%—
- Asset Management & Custody Banks8.3%—
- Cargo Ground Transportation7.2%—
- Homebuilding4.8%—
- Automobile Manufacturers3.1%—
- Semiconductors2.9%—
- Interactive Media & Services2.2%—
- Technology Hardware, Storage & Peripherals2.0%—
- Other holdings49.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $WMT | Walmart Inc | 491K | $61M | -31.8K | 19.7% |
| $JBHT | J.B. Hunt Transport Services Inc | 106K | $22.5M | -13.3K | 7.3% |
| $IVZ | Invesco Ltd | 166K | $19.7M | +21.7K | 6.3% |
| $DHI | D.R. Horton Inc | 108K | $14.9M | — | 4.8% |
| $TSLA | Tesla Inc | 26K | $9.67M | +1.43K | 3.1% |
| $NVDA | NVIDIA Corporation | 39.5K | $6.89M | +1.59K | 2.2% |
| $AAPL | Apple Inc | 25.1K | $6.38M | +652 | 2.1% |
…and 178 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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