Holdings of Legacy Capital Wealth Partners, LLC
· Original filing · Compare with another fund · Report an error
- Net assets
- -
- Positions
- 341 in 7 countries
- Top ten
- 35.6 % of the equity sleeve
- Filed on
- Mar 31, 2026
Portfolio shape
Positions
Sector breakdown
- Consumer staples 15.5 %
- Funds 9.3 %
- Technology 8.3 %
- Consumer discretionary 8.2 %
- Industrials 7.9 %
- Financials 4.7 %
- Communication 3.1 %
- Energy 2.7 %
- Health care 2.7 %
- Materials 0.5 %
- Utilities 0.4 %
- Real estate 0.2 %
- Unattributed 36.5 %
Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".
Currency breakdown
- USD 100.0 %
Each line is counted in its quoted currency, as the fund declares it.
Country breakdown
- United States 98.6 %
- United Kingdom 0.6 %
- Taiwan 0.3 %
- Netherlands 0.2 %
- France 0.1 %
- Denmark 0.1 %
- Japan 0.1 %
Shares are computed on the fund's equities only.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | United States | 330 | 442.5M $ | 98.65 % |
| 2 | United Kingdom | 6 | 2.7M $ | 0.61 % |
| 3 | Taiwan | 1 | 1.3M $ | 0.29 % |
| 4 | Netherlands | 1 | 788.8K $ | 0.18 % |
| 5 | France | 1 | 592.1K $ | 0.13 % |
| 6 | Denmark | 1 | 416.4K $ | 0.09 % |
| 7 | Japan | 1 | 263K $ | 0.06 % |
Cite this page
Titelia. "Holdings of Legacy Capital Wealth Partners, LLC". https://titelia.com/en/funds/US13F1766228