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 201–250 of 376
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XLE | SELECT SECTOR SPDR TR | 11K | $500K+ | SH |
| CDNS | CADENCE DESIGN SYSTEM INC | 2K | $500K+ | SH |
| FBRT | FRANKLIN BSP RLTY TR INC | 20K | $500K+ | SH |
| ETN | EATON CORP PLC | 2K | $100K–$500K | SH |
| JANM | FIRST TR EXCHNG TRADED FD VI | 15K | $100K–$500K | SH |
| JLL | JONES LANG LASALLE INC | 1K | $100K–$500K | SH |
| BDX | BECTON DICKINSON & CO | 3K | $100K–$500K | SH |
| PYPL | PAYPAL HLDGS INC | 8K | $100K–$500K | SH |
| BLK | BLACKROCK INC | 446 | $100K–$500K | SH |
| AJG | GALLAGHER ARTHUR J & CO | 2K | $100K–$500K | SH |
| DFIS | DIMENSIONAL ETF TRUST | 14K | $100K–$500K | SH |
| MKL | MARKEL GROUP INC | 218 | $100K–$500K | SH |
| IEFA | ISHARES TR | 13K | $100K–$500K | SH |
| DEO | DIAGEO PLC | 5K | $100K–$500K | SH |
| PLD | PROLOGIS INC. | 4K | $100K–$500K | SH |
| IJR | ISHARES TR | 12K | $100K–$500K | SH |
| BSX | BOSTON SCIENTIFIC CORP | 5K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 6K | $100K–$500K | SH |
| DOC | HEALTHPEAK PROPERTIES INC | 28K | $100K–$500K | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 2K | $100K–$500K | SH |
| XLB | SELECT SECTOR SPDR TR | 10K | $100K–$500K | SH |
| SHEL | SHELL PLC | 6K | $100K–$500K | SH |
| TSCO | TRACTOR SUPPLY CO | 9K | $100K–$500K | SH |
| FAST | FASTENAL CO | 11K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 4K | $100K–$500K | SH |
| SYY | SYSCO CORP | 6K | $100K–$500K | SH |
| DECM | FIRST TR EXCHNG TRADED FD VI | 13K | $100K–$500K | SH |
| ISTB | ISHARES TR | 9K | $100K–$500K | SH |
| TMUS | T-MOBILE US INC | 2K | $100K–$500K | SH |
| SPIB | SPDR SERIES TRUST | 13K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 1K | $100K–$500K | SH |
| AGG | ISHARES TR | 4K | $100K–$500K | SH |
| BRO | BROWN & BROWN INC | 5K | $100K–$500K | SH |
| DFNM | DIMENSIONAL ETF TRUST | 9K | $100K–$500K | SH |
| FANG | DIAMONDBACK ENERGY INC | 3K | $100K–$500K | SH |
| AMP | AMERIPRISE FINL INC | 839 | $100K–$500K | SH |
| HEI.A | HEICO CORP NEW | 2K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| PULS | PGIM ETF TR | 8K | $100K–$500K | SH |
| ESGV | VANGUARD WORLD FD | 3K | $100K–$500K | SH |
| JHMB | JOHN HANCOCK EXCHANGE TRADED | 18K | $100K–$500K | SH |
| DGX | QUEST DIAGNOSTICS INC | 2K | $100K–$500K | SH |
| AGNC | AGNC INVT CORP | 37K | $100K–$500K | SH |
| NEM | NEWMONT CORP | 4K | $100K–$500K | SH |
| SHY | ISHARES TR | 5K | $100K–$500K | SH |
| CME | CME GROUP INC | 1K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 12K | $100K–$500K | SH |
| WRB | BERKLEY W R CORP | 6K | $100K–$500K | SH |
| VO | VANGUARD INDEX FDS | 7K | $100K–$500K | SH |
| ENB | ENBRIDGE INC | 8K | $100K–$500K | SH |