Legacy Capital Wealth Partners, LLC
CIK 1766228 · Holdings on Sep 30, 2024 · First reported Nov 4, 2024
Top ten holdings
Q3 2024- WMT7.99%
- JBHT4.26%
- SPY4.17%
- GAP3.81%
- NVDA3.21%
- RDVY2.80%
- PKW2.19%
- RWL2.15%
- FAUG1.76%
- IVV1.69%
Share classes counted separately34.03%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GAPWeight decreased · -1.45 pp5.26% → 3.81%Shares 0 (0.00%)
- NVDAWeight increased · +1.35 pp1.86% → 3.21%Shares +74.22K (+128.23%)
- JBHTWeight decreased · -0.77 pp5.03% → 4.26%Shares +187 (+0.15%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | WMTWALMART INC View history and evidence | $39.95M | 7.99% | 494.70K shares | 8.15% → 7.99%-0.16 pp +22.41K (+4.74%) | Added | ↗▾ |
| 02 | JBHTHUNT (JB) TRANSPRT SVCS INC View history and evidence | $21.31M | 4.26% | 123.65K shares | 5.03% → 4.26%-0.77 pp +187 (+0.15%) | Added | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $20.86M | 4.17% | 155.13K shares | 4.26% → 4.17%-0.09 pp +124.41K (+404.98%) | Added | ↗▾ |
| 04 | GAPGAP INC/THE View history and evidence | $19.06M | 3.81% | 864.40K shares | 5.26% → 3.81%-1.45 pp 0 (0.00%) | Unchanged | ↗▾ |
| 05 | NVDANVIDIA CORP View history and evidence | $16.04M | 3.21% | 132.11K shares | 1.86% → 3.21%+1.35 pp +74.22K (+128.23%) | Added | ↗▾ |
| 06 | RDVYFIRST TRUST RISING DIVIDENDRISNG DIVD ACHIV View history and evidence | $14.02M | 2.80% | 242.77K shares | 2.71% → 2.80%+0.09 pp +48.26K (+24.81%) | Added | ↗▾ |
| 07 | PKWINVESCO BUYBACK ACHIEVERS ETBUYBACK ACHIEV View history and evidence | $10.96M | 2.19% | 100.31K shares | 2.08% → 2.19%+0.11 pp +21.55K (+27.36%) | Added | ↗▾ |
| 08 | RWLINVESCO S&P 500 REVENUE ETFS&P 500 REVENUE View history and evidence | $10.77M | 2.15% | 114.42K shares | 2.11% → 2.15%+0.04 pp +24.80K (+27.67%) | Added | ↗▾ |
| 09 | FAUGFT VEST U.S. EQUITY BUFFER EFT VEST US EQT View history and evidence | $8.78M | 1.76% | 191.95K shares | Prior unavailable +191.95K | New | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $8.44M | 1.69% | 14.64K shares | 2.06% → 1.69%-0.37 pp -151 (-1.02%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 21
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| FOCT FT VEST U.S. EQUITY BUFFER E | Non-derivative | -156,369 | -$6.50M | SEC filing ↗ | SEC filing ↗ |
| 6706ER101 NUVEEN S&P 500 BUY-WRITE INC | Non-derivative | -298,274 | -$4.03M | SEC filing ↗ | SEC filing ↗ |
| CG CARLYLE GROUP INC/THE | Non-derivative | -29,378 | -$1.18M | SEC filing ↗ | SEC filing ↗ |
3 / 21 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1766228 · Period 2024-09-30
Data loaded 2026-09-23 · First reported 2024-11-04
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 500066858
}Research all 357 reported holdings.
This page includes 30 of 357 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 30 of 357 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1766228","quarter":"2024Q3","page_size":100}
get_institutional_manager_history
{"cik":"1766228","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.