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Legacy Capital Wealth Partners, LLC
hedge fundUpdated 15 days agoManaged by Legacy Capital Wealth Partners, Llc • Latest filing Q3 2026
Portfolio value
$480.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
4.6%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $459.8M |
| Q4 2025 | $465.9M |
| Q1 2026 | $485.4M |
| Q2 2026 | $521.4M |
| Q3 2026 | $480.9M |
Top holdings
371 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $43.3M | 416.8K | 9.01% | Trimmed(-22.4%) | |
| 2 | $26.2M | 117.2K | 5.46% | Unchanged | |
| 3 | $12M | 162.4K | 2.50% | Added(+0.7%) | |
| 4 | $9.4M | 41.2K | 1.96% | Trimmed(-0.4%) | |
| 5 | $9.4M | 79.8K | 1.96% | Added(+0.8%) | |
| 6 | ? N/A FIRST TR EXCHNG TRADED FD VI | $9M | 147.3K | 1.87% | Trimmed(-2.2%) |
| 7 | $8.8M | 26.6K | 1.84% | Added(+4.0%) | |
| 8 | $8.8M | 11.5K | 1.83% | Trimmed(-3.9%) | |
| 9 | $7.9M | 22.2K | 1.64% | Trimmed(-6.5%) | |
| 10 | $7.6M | 59.4K | 1.58% | Added(+1.5%) | |
| 11 | $7.6M | 82.5K | 1.57% | Added(+1091.9%) | |
| 12 | $7.2M | 10.3K | 1.51% | Trimmed(-1.6%) | |
| 13 | $6.9M | 301.4K | 1.43% | Trimmed(-0.8%) | |
| 14 | ? N/A FIRST TR EXCHNG TRADED FD VI | $6.8M | 118.9K | 1.42% | Added(+0.7%) |
| 15 | $5.7M | 11.0K | 1.18% | Added(+3.0%) | |
| 16 | $5.5M | 40.2K | 1.15% | Trimmed(-0.1%) | |
| 17 | $5.1M | 20.9K | 1.05% | Added(+11.2%) | |
| 18 | $4.8M | 14.1K | 1.01% | Added(+3.2%) | |
| 19 | $4.7M | 93.4K | 0.98% | Added(+0.8%) | |
| 20 | $4.7M | 57.1K | 0.98% | Added(+46.2%) |