Legacy Capital Wealth Partners, LLC ETF holdings
Little Rock, AR
Reported $194.1M in 137 ETFs in its Form 13F for June 30, 2026.
ETF value
$194.1M
ETFs held
137
Change from prior quarter
+3.6%
With price moves
ETFs as a share of its 13F
37.2%
of $521.4M
Top 10 of 137 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| RDVY | First Trust Rising Dividend Achievers ETF | $12.5M | 161,249 | −851 shares |
| RWL | Invesco S&P 500 Revenue ETF | $9.3M | 79,115 | +408 shares |
| FJUN | FT Vest U.S. Equity Buffer ETF - June | $9.0M | 150,577 | +3,047 shares |
| IVV | iShares Core S&P 500 ETF | $9.0M | 11,979 | −127 shares |
| PKW | Invesco BuyBack Achievers ETF | $7.5M | 58,527 | −231 shares |
| VOO | Vanguard S&P 500 ETF | $7.2M | 10,497 | −654 shares |
| SPYI | Neos S&P 500 High Income ETF | $6.7M | 125,918 | New position |
| FAUG | FT Vest U.S. Equity Buffer ETF - August | $6.7M | 118,084 | +2,784 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $5.0M | 18,748 | −54,845 shares |
| JAAA | Janus Henderson AAA CLO ETF | $4.7M | 92,617 | +8,763 shares |
127 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001766228. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Capital Wealth Partners, LLC own?
Legacy Capital Wealth Partners, LLC reported 137 ETF positions worth $194.1M in its Form 13F for June 30, 2026. The largest was RDVY, at $12.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.