Long-term investor
Legacy Capital Wealth Partners, LLC @legacycapitalwealthpartn
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001766228).
Record
- Tracked since 2025-06-30 (448 days), 175 trades recorded
- Returns: week n/a · month n/a · 90 days +6.1% · 6 months n/a · 1 year +15.5% · all +15.5%
- Max drawdown n/a · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- WMT · 11.7% · long · since 2025-06-30
- 445658107 · 6.5% · long · since 2025-06-30
- DHI · 3.2% · long · since 2026-03-31
- 33738R506 · 2.4% · long · since 2025-06-30
- TSLA · 1.9% · long · since 2025-06-30
- 46138G698 · 1.8% · long · since 2025-06-30
- 33740F722 · 1.7% · long · since 2025-06-30
- 464287200 · 1.7% · long · since 2025-06-30
- NVDA · 1.6% · long · since 2025-06-30
- 46137V308 · 1.4% · long · since 2025-06-30
- AAPL · 1.4% · long · since 2025-06-30
- 922908363 · 1.4% · long · since 2025-06-30