Institutional Fund
Legacy Capital Wealth Partners, LLC
Little Rock, ARCIK 17662285 filings on record
Portfolio Value
$485.36M
Q1 2026
Holdings
385
Reported positions
New Buys
40
Opened this quarter
QoQ Change
+4.2%
from $465.90M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Walmart Inc12.6%
- Hunt J B Trans Svcs Inc4.6%
- D R Horton Inc3.1%
- First Tr Exchange Traded Fd2.2%
- Tesla Inc2.0%
- Spdr S&P 500 ETF Tr1.9%
- Other73.7%
Portfolio Holdings
385 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Walmart Inc | 491.1K | $61.04M | 12.6% | −31.8K | Reduced |
| 2 | Hunt J B Trans Svcs Inc | 106.1K | $22.48M | 4.6% | −13.3K | Reduced |
| 3 | D R Horton Inc | 108.4K | $14.87M | 3.1% | +108.4K | New |
| 4 | First Tr Exchange Traded Fd | 162.1K | $10.55M | 2.2% | +11.5K | Added |
| 5 | Tesla Inc | 26.0K | $9.67M | 2.0% | +1.4K | Added |
| 6 | Spdr S&P 500 ETF Tr | 73.6K | $9.14M | 1.9% | +7.7K | Added |
| 7 | Invesco Exch Traded Fd Tr II | 78.7K | $8.36M | 1.7% | +6.2K | Added |
| 8 | First Tr Exchng Traded Fd Vi | 147.5K | $8.34M | 1.7% | +6.6K | Added |
| 9 | Ishares Tr | 12.1K | $7.91M | 1.6% | −153 | Reduced |
| 10 | Gap Inc | 303.6K | $7.35M | 1.5% | −75.0K | Reduced |
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