Legacy Capital Wealth Partners, LLC

RIA/Wealth

Legacy Capital Wealth Partners, LLC is a RIA/Wealth based in The Woodlands, TX led by Marquis Charles Hammett, managing $454.2M across 370 long positions as of Q3 2025 with 39% ETF concentration.

MemberMarquis Charles Hammett

Portfolio Value: $454.2M
Positions: 370
Top Holding: WMT at 12.01%
Last Reported: Q3 2025

Address1725 Hughes Landing Blvd.,, Suite 830, The Woodlands, TX, 77380, United States

Top Holdings

Largest long holdings in Legacy Capital Wealth Partners, LLC's portfolio (31.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Walmart WMT	Discount Stores Consumer Defensive	$54.5M	12.01%	+$289.5K Bought	0.01% 529.2K shares	Q1 2023 Held for 2y 8m
2 JB Hunt Transport Services JBHT	Integrated Freight & Logistics Industrials	$16.0M	3.53%	+$6.7K Bought	0.12% 119.4K shares	Q2 2024 Held for 1y 5m
3 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$12.8M	2.83%	-$1.6M Sold	0.00% 28.9K shares	Q1 2023 Held for 2y 8m
4 First Trust Rising Dividend Achievers RDVY	ETF ETF	$10.0M	2.21%	-$123.5K Sold	— 156.7K shares	Q2 2021 Held for 4y 5m
5 iShares Core S&P 500 ETF IVV	ETF ETF	$8.8M	1.94%	-$570.2K Sold	— 13.2K shares	Q1 2023 Held for 2y 8m
6 FT Vest U.S. Equity Buffer ETF FJUN	ETF ETF	$8.5M	1.87%	+$1.6M Bought	— 151.4K shares	Q2 2025 Held for 5 months
7 SPDR Bloomberg 1-3 Month T-Bill ETF BIL	ETF ETF	$8.4M	1.86%	+$1.9M Bought	— 92.1K shares	Q1 2023 Held for 2y 8m
8 Great Atlantic & Pacific Tea Company GAP	Unknown Unknown	$8.2M	1.80%	-$4.3M Sold	0.10% 382.4K shares	Q3 2024 Held for 1y 2m
9 PKW Invesco BuyBack Achievers PKW	ETF ETF	$7.8M	1.71%	-$109.6K Sold	— 64.6K shares	Q2 2021 Held for 4y 5m
10 RWL Invesco S&P 500 Revenue ETF RWL	ETF ETF	$7.7M	1.70%	-$61.1K Sold	— 75.3K shares	Q2 2021 Held for 4y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Legacy Capital Wealth Partners, LLC's latest filing

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Market Value

$454.2M

Prior: $434.3M

Q/Q Change

+4.6%

+$20.0M

Net Flows % of MV

-0.596%

Turnover Ratio

5.46%

New Purchases

17 stocks

$4.5M

Added To

165 stocks

+$18.6M

Sold Out Of

16 stocks

$4.7M

Reduced Holdings

150 stocks

-$21.1M

Increased Positions

Position	Shares Δ	Change
1 AB Tax-Aware Short Duration Municipal TAFI	New	0 → 29.9K +$758.5K
2 Trane Technologies TT	New	0 → 1.1K +$448.6K
3 PIMCO Commodity Strategy Active Fund CMDT	New	0 → 13.7K +$376.7K
4 iShares iBoxx High Yield Corporate Bond HYG	New	0 → 4.2K +$343.5K
5 FT Vest U.S. Equity Deep Buffer ETF DSEP	New	0 → 7.7K +$340.3K

Decreased Positions

Position	Shares Δ	Change
1 BondBloxx Bloomberg Six Month Target Duration US Treasury XHLF	Sold	10.2K → 0 −$514.3K
2 Ansys ANSS	Sold	1.2K → 0 −$408.8K
3 Copart CPRT	Sold	7.8K → 0 −$384.8K
4 Keurig Dr Pepper KDP	Sold	11.1K → 0 −$366.4K
5 Chipotle Mexican Grill CMG	Sold	6.4K → 0 −$361.0K