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Keith Krueger

Legacy Capital Wealth Partners, Llc

Assets Managed
$485.356M
Holdings
385
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
4.18%(2Q avg: 2.76%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Capital Wealth Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 385 positions.

Assets under management

The assets under management (AUM) of Legacy Capital Wealth Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 485.356M in assets, with a quarterly growth rate of 4.18% and a 2-quarter average growth rate of 2.76%. The portfolio is managed by Keith Krueger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
WMT
Walmart Inc
Recent Activity
Decreased -6.07%
12.58%
$61.035M
491,110 shares@ $124.28 avg price
JBHT
Hunt (jb) Transprt Svcs Inc
Recent Activity
Decreased -11.13%
4.64%
$22.481M
106,094 shares@ $211.91 avg price
DHI
Dr Horton Inc
Recent Activity
New Position
3.07%
$14.871M
108,370 shares@ $137.23 avg price
RDVY
First Trust Rising Dividend
Recent Activity
Increased 7.62%
2.18%
$10.551M
162,100 shares@ $65.09 avg price
TSLA
Tesla Inc
Recent Activity
Increased 5.83%
2%
$9.67M
26,011 shares@ $371.75 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 11.74%
1.89%
$9.143M
73,593 shares@ $124.24 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 8.54%
1.73%
$8.363M
78,707 shares@ $106.26 avg price
FJUN
Ft Vest Us Equity Buff Etf-j
Recent Activity
Increased 4.67%
1.72%
$8.336M
147,530 shares@ $56.51 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.24%
1.63%
$7.907M
12,106 shares@ $653.19 avg price
GAP
Gap Inc The
Recent Activity
Decreased -19.81%
1.52%
$7.347M
303,581 shares@ $24.2 avg price

1-10 of 385