Legacy Capital Wealth Partners, LLC
Legacy Capital Wealth Partners, LLC is a boutique wealth management and investment advisory firm headquartered in Little Rock, Arkansas. Founded in Delaware, the firm is locally owned, and focuses on providing holistic, team-oriented financial solutions for its clients, including high net worth individuals, families, pension plans, and charitable organizations. As of 2025, they employ about 21 staff, most of whom are investment professionals, serving over 2,400 accounts primarily based in the United States. Legacy Capital stands out for its personalized approach to wealth management and commitment to client education and long-term partnerships.
Investment Strategy
Legacy Capital Wealth Partners pursues a diversified investment strategy that includes active portfolio management across a broad range of equities and ETFs, with notable holdings in large-cap U.S. stocks such as Walmart, Tesla, and Apple, as well as S&P 500 ETFs. The firm serves primarily high net worth individuals and aims to balance growth, income, and risk mitigation by combining fundamental research with ongoing portfolio rebalancing. Its strategy emphasizes long-term capital appreciation, personalized portfolio construction, and periodic tactical adjustments in response to evolving market conditions.
Top Holdings
Equity Positions (357)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
W WMT | WALMART INC | 11.72% | $51.5M | 526,414 | $69.48 | $97.78 | +$6.2M |
J JBHT | HUNT J B TRANS SVCS INC | 3.90% | $17.1M | 119,333 | $158.70 | $143.60 | -$519.1K |
T TSLA | TESLA INC | 2.35% | $10.3M | 32,469 | $311.89 | $317.66 | +$9.6M |
R RDVY | FIRST TR EXCHANGE TRADED FD | 2.17% | $9.5M | 158,580 | $55.54 | $62.74 | +$139.8K |
I IVV | ISHARES TR | 1.98% | $8.7M | 14,015 | $549.36 | $620.90 | +$279.5K |