CIK 1766228
Legacy Capital Wealth Partners, LLC
Institutional 13F holdings & portfolio
Holdings
376
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 376
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MAIN | MAIN STR CAP CORP | 28K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 11K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 8K | $1M+ | SH |
| GBDC | GOLUB CAP BDC INC | 117K | $1M+ | SH |
| GOOG | ALPHABET INC | 5K | $1M+ | SH |
| GAIN | GLADSTONE INVT CORP | 111K | $1M+ | SH |
| TSLX | SIXTH STREET SPECIALTY LENDI | 68K | $1M+ | SH |
| BND | VANGUARD BD INDEX FDS | 20K | $1M+ | SH |
| CSWC | CAPITAL SOUTHWEST CORP | 66K | $1M+ | SH |
| ARCC | ARES CAPITAL CORP | 72K | $1M+ | SH |
| USB | US BANCORP DEL | 27K | $1M+ | SH |
| TRIN | TRINITY CAP INC | 98K | $1M+ | SH |
| FDUS | FIDUS INVT CORP | 73K | $1M+ | SH |
| BXSL | BLACKSTONE SECD LENDING FD | 53K | $1M+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 15K | $1M+ | SH |
| HYLS | FIRST TR EXCHANGE-TRADED FD | 33K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 33K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 2K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 8K | $1M+ | SH |
| HD | HOME DEPOT INC | 4K | $1M+ | SH |
| GLD | SPDR GOLD TR | 3K | $1M+ | SH |
| UCON | FIRST TR EXCHNG TRADED FD VI | 52K | $1M+ | SH |
| CAVA | CAVA GROUP INC | 22K | $1M+ | SH |
| TJX | TJX COS INC NEW | 8K | $1M+ | SH |
| MSDL | MORGAN STANLEY DIRECT LENDIN | 77K | $1M+ | SH |
| OBDC | BLUE OWL CAPITAL CORPORATION | 102K | $1M+ | SH |
| GLAD | GLADSTONE CAPITAL CORP | 61K | $1M+ | SH |
| TCHP | T ROWE PRICE ETF INC | 25K | $1M+ | SH |
| CWB | SPDR SERIES TRUST | 14K | $1M+ | SH |
| SCHD | SCHWAB STRATEGIC TR | 44K | $1M+ | SH |
| NFLX | NETFLIX INC | 13K | $1M+ | SH |
| FTSL | FIRST TR EXCHANGE-TRADED FD | 25K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 6K | $1M+ | SH |
| DFAT | DIMENSIONAL ETF TRUST | 19K | $1M+ | SH |
| GWW | WW GRAINGER INC | 1K | $1M+ | SH |
| MRSH | MARSH & MCLENNAN COS INC | 6K | $1M+ | SH |
| UNP | UNION PAC CORP | 5K | $1M+ | SH |
| UL | UNILEVER PLC | 16K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 3K | $1M+ | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 11K | $1M+ | SH |
| SPTM | SPDR SERIES TRUST | 12K | $1M+ | SH |
| EFG | ISHARES TR | 9K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 13K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 16K | $500K+ | SH |
| GSK | GSK PLC | 20K | $500K+ | SH |
| IWP | ISHARES TR | 7K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 10K | $500K+ | SH |
| ICLR | ICON PLC | 5K | $500K+ | SH |
| TAFM | AB ACTIVE ETFS INC | 37K | $500K+ | SH |