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Portfolio (Quarterly) Guide ↗

Legacy Capital Wealth Partners, LLC

· CIK 0001766228
13F Portfolio $460M AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 378 New
Page 9 of 19  ·  378 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SPGI S&P GLOBAL INC Financial Services 1,322.0 $643K 0.14% NEW $486.58 -14.2%
162 ISRG INTUITIVE SURGICAL INC Healthcare 1,428.0 $639K 0.14% NEW $447.21 -2.0%
163 PGR PROGRESSIVE CORP Financial Services 2,517.0 $621K 0.14% NEW $246.91 -19.2%
164 ACN ACCENTURE PLC IRELAND Technology 2,518.0 $621K 0.14% NEW $246.60 -27.3%
165 BUFZ FIRST TR EXCHNG TRADED FD VI 23,879.0 $618K 0.14% NEW $25.90 +7.1%
166 AJG GALLAGHER ARTHUR J & CO Financial Services 1,964.0 $608K 0.13% NEW $309.79 -33.9%
167 VOE VANGUARD INDEX FDS 3,483.0 $608K 0.13% NEW $174.59 +11.3%
168 RTX RTX CORPORATION Industrials 3,629.0 $607K 0.13% NEW $167.35 +5.8%
169 GD GENERAL DYNAMICS CORP Industrials 1,778.0 $606K 0.13% NEW $341.05 +0.5%
170 TORTOISE CAPITAL SERIES TRUS 65,972.0 $598K 0.13% NEW $9.07
171 DFEM DIMENSIONAL ETF TRUST 18,642.0 $598K 0.13% NEW $32.07 +23.9%
172 ASML ASML HOLDING N V Technology 616.0 $596K 0.13% NEW $968.24 +68.6%
173 FVD FIRST TR EXCHANGE-TRADED FD 12,868.0 $595K 0.13% NEW $46.23 +3.6%
174 VRTX VERTEX PHARMACEUTICALS INC Healthcare 1,503.0 $589K 0.13% NEW $391.64 +10.9%
175 AZO AUTOZONE INC Consumer Cyclical 137.0 $588K 0.13% NEW $4290.89 -20.6%
176 SRE SEMPRA Utilities 6,460.0 $581K 0.13% NEW $89.98 +3.1%
177 VCIT VANGUARD SCOTTSDALE FDS 6,883.0 $579K 0.13% NEW $84.11 -2.2%
178 ROE EA SERIES TRUST 16,299.0 $564K 0.12% NEW $34.57 +18.2%
179 SNY SANOFI SA Healthcare 11,934.0 $563K 0.12% NEW $47.20 -6.2%
180 BLK BLACKROCK INC Financial Services 483.0 $563K 0.12% NEW $1164.71 -7.9%
Page 9 of 19  ·  378 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 23.0%
Financial Services 20.6%
Technology 13.7%
Consumer Cyclical 13.3%
Industrials 11.4%
Healthcare 5.4%
Energy 5.0%
Communication Services 4.2%
Real Estate 1.5%
Basic Materials 1.1%