Legacy Capital Wealth Partners, LLC
Annual return '25
+18.5%
SPY '25
+17.7%
Alpha
+0.8ptsvs SPY
Invested
$485.4M
Holdings
384
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$WMT
WALMART INC
Held since at least Q1 2024
12.6%
02
$JBHT
HUNT J B TRANS SVCS INC
Held since at least Q1 2024
4.6%
03
$DHI
D R HORTON INC
Held since at least Q1 2024
3.1%
04
$RDVY
FIRST TR EXCHANGE TRADED FD
Held since at least Q1 2024
2.2%
05
$TSLA
TESLA INC
Held since at least Q1 2024
2.0%
06
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
1.9%
07
$RWL
INVESCO EXCH TRADED FD TR II
Held since at least Q1 2024
1.7%
08
$FJUN
FIRST TR EXCHNG TRADED FD VI
Held since at least Q1 2024
1.7%
09
$IVV
ISHARES TR
Held since at least Q1 2024
1.6%
10
$GAP
GAP INC
Held since at least Q1 2024
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 15:39 UTC.