Legacy Capital Wealth Partners, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing, signed by Chief Compliance Officer Matthew Jones, lists a total of 371 securities held by the firm.
The portfolio is diversified across a wide range of asset classes, including common stocks, exchange-traded funds (ETFs), and preferred stocks. Major equity positions include Apple Inc., with 8,844,309 shares; Amazon.com Inc., with 4,493,669 shares; and Alphabet Inc. Class A and Class C shares, which total 5,492,418 shares combined.
The filing also details significant holdings in financial and energy sectors. Legacy Capital holds 5,918,430 shares in Bank of America Corporation and 2,844,269 shares in Bank OZK. In the energy sector, the firm lists 5,544,041 shares in EOG Resources Inc. and 1,739,300 shares in Blue Owl Capital Corporation.
ETF holdings are substantial, with the firm holding shares in iShares Core S&P 500 ETF (882,022 shares) and First Trust Exchange-Traded Fund VI FT VEST US EQUITY (3,840,560 shares). The firm also holds preferred shares in companies such as Blue Owl Capital Corporation and Gladstone Capital Corp.
