Titelia

Holdings of Legacy Capital Wealth Partners, LLC

341 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 35.6 % of the equity sleeve

Sector breakdown

  • Consumer staples 15.6 %
  • Funds 9.3 %
  • Technology 8.5 %
  • Communication 8.1 %
  • Consumer discretionary 8.1 %
  • Financials 4.7 %
  • Industrials 2.8 %
  • Energy 2.7 %
  • Health care 2.7 %
  • Materials 0.5 %
  • Utilities 0.4 %
  • Real estate 0.2 %
  • Unattributed 36.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.6 %
  • GB 0.6 %
  • TW 0.3 %
  • NL 0.2 %
  • FR 0.1 %
  • DK 0.1 %
  • JP 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US330442.5M $98.65 %
2GB62.7M $0.61 %
3TW11.3M $0.29 %
4NL1788.8K $0.18 %
5FR1592.1K $0.13 %
6DK1416.4K $0.09 %
7JP1263K $0.06 %

Positions

RankCompanySharesValueWeight
201UnitedHealth Group Inc 1,606434.6K $
202iShares Core MSCI Emerging Markets ETF 6,209433.1K $
203First Trust Exchange-Traded Fund VIII 13,210431.5K $
204WEC Energy Group Inc 3,719430.6K $
205ISHARES CORE 1-5 YEAR USD BO 8,867429.7K $
206State Street Spdr Portfolio Intermediate Term Corporate Bond Etf 12,614423.1K $
207EA Series Trust 11,934422.8K $
208Dimensional ETF Trust 17,814421.3K $
209CME Group Inc 1,426421.2K $
210Markel Group Inc 220421.1K $
211Novo Nordisk A/S 11,330416.4K $
212First Trust Exchange-Traded Fund VIII 12,615413.9K $
213Waste Management Inc 1,788411K $
214Southern Copper Corp 2,370407.8K $
215Dollar General Corp 3,428407K $
216Baxter International Inc 24,118405.2K $
217iShares Core U.S. Aggregate Bond ETF 4,071404.1K $
218Comcast Corp 13,985401.5K $
219PGIM ETF Trust 8,110401.4K $
220DFA Dimensional National Municipal Bond ETF 8,320398.8K $
221American Tower Corp 2,308398.4K $
222Adobe Inc 1,624394.8K $
223Becton Dickinson & Co 2,507394.2K $
224T-Mobile US Inc 1,867392K $
225iShares Trust 4,745391.8K $
226AppLovin Corp 978389.2K $
227Sempra 3,936382.4K $
228Paychex Inc 4,135380.9K $
229Charles Schwab Corp/The 4,051380.7K $
230Public Storage 1,399379K $
231iShares Russell 2000 ETF 1,528379K $
232PGIM ETF Trust 7,232370.1K $
233CVS Health Corp 5,145369.5K $
234AutoZone Inc 109368.2K $
235Oracle Corp 2,489366.2K $
236AGNC Investment Corp 36,384364.9K $
237Globe Life Inc 2,613363.7K $
238First Trust Exchange-Traded Fund VIII 7,539361.2K $
239PPG Industries Inc 3,364359.5K $
240Automatic Data Processing Inc 1,759357.3K $
241Abbott Laboratories 3,480357.3K $
242Quest Diagnostics Inc 1,823357.2K $
243Boston Scientific Corp 5,647354.3K $
244Haleon PLC 34,883349.2K $
245VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 1,564336.4K $
246HEICO Corp 1,584334.4K $
247iShares Core S&P Mid-Cap ETF 4,933333.1K $
248Lennar Corp 3,821331.8K $
249General Dynamics Corp 956328.2K $
250Stifel Financial Corp 4,396324.9K $
251First Trust Exchange-Traded Fund VIII 7,366323.8K $
252First Trust Exchange-Traded Fund VIII 10,643322.7K $
253Morgan Stanley 1,958322.3K $
254Burlington Stores Inc 989321.8K $
255Schwab U.S. REIT ETF 14,925320.7K $
256Palo Alto Networks Inc 1,977317K $
257Sysco Corp 4,438316.5K $
258FT Vest Laddered Buffer ETF 13,343313.4K $
259Fidelity National Financial Inc 6,706311K $
260Sherwin-Williams Co/The 951304.8K $
261Janus Henderson Mortgage-Backed Securities ETF 6,724303.8K $
262Booking Holdings Inc 72303.2K $
263Schwab Strategic Trust 10,305300.2K $
264MetLife Inc 4,191296.4K $
265Marathon Petroleum Corp 1,210295.5K $
266ConocoPhillips 2,224293.5K $
267Vulcan Materials Co 1,070291.4K $
268Vanguard Tax-Exempt Bond Index ETF 5,836291.2K $
269Janus Henderson Short Duration 5,950290.7K $
270IDACORP Inc 2,027289.8K $
271Roper Technologies Inc 816288.8K $
272Littelfuse Inc 849288.1K $
273iShares National Muni Bond ETF 2,712287.9K $
274Brown & Brown Inc 4,373285.1K $
275Starbucks Corp 3,157282.8K $
276Ingredion Inc 2,502281.9K $
277JOHN HANCOCK MULTI-FACTOR MID JOHN HANCOCK MULTI FACT MID 4,196281.6K $
278Duke Energy Corp 2,135279.6K $
279Brown-Forman Corp 10,438276K $
280Casey's General Stores Inc 374272.5K $
281Honda Motor Co Ltd 10,817263K $
282Western Digital Corp 972262.9K $
283A O Smith Corp 3,958261K $
284Enpro Inc 1,036259.6K $
285First Eagle Overseas Equity ETF 5,129258.8K $
286British American Tobacco PLC 4,425258.7K $
287Jack Henry & Associates Inc 1,630257.7K $
288W R Berkley Corp 3,880257.1K $
289Airbnb Inc 1,983250.4K $
290Watsco Inc 684249K $
291Vanguard Mid-Cap ETF 6,534247.7K $
292Corning Inc 1,817247.1K $
293Ishares Gold Trust 2,794246.3K $
294Diodes Inc 3,600245.7K $
295First Trust Exchange-Traded Fund VIII 5,512244.1K $
296Honeywell International Inc 1,070241.8K $
297LISTED FUNDS TRUST 5,137240.1K $
298Angel Oak Funds Trust 11,525239.4K $
299Cummins Inc 444238.9K $
300NNN REIT Inc 5,655237.7K $