0001766228-22-000001.txt : 20220214
0001766228-22-000001.hdr.sgml : 20220214
20220214093406
ACCESSION NUMBER: 0001766228-22-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20211231
FILED AS OF DATE: 20220214
DATE AS OF CHANGE: 20220214
EFFECTIVENESS DATE: 20220214
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Legacy Capital Wealth Partners, LLC
CENTRAL INDEX KEY: 0001766228
IRS NUMBER: 823721165
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20903
FILM NUMBER: 22626254
BUSINESS ADDRESS:
STREET 1: 8315 CANTRELL ROAD
STREET 2: SUITE 200
CITY: LITTLE ROCK
STATE: AR
ZIP: 72227
BUSINESS PHONE: 5013767878
MAIL ADDRESS:
STREET 1: 8315 CANTRELL ROAD
STREET 2: SUITE 200
CITY: LITTLE ROCK
STATE: AR
ZIP: 72227
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001766228
XXXXXXXX
12-31-2021
12-31-2021
Legacy Capital Wealth Partners, LLC
8315 CANTRELL ROAD
SUITE 200
LITTLE ROCK
AR
72227
13F HOLDINGS REPORT
028-20903
N
ROBERT C. ROBERTS
CHIEF OPERATING OFFICER AND CHIEF COMPLIANCE OFFICER
(501) 376-7878
ROBERT C. ROBERTS
LITTLE ROCK
AR
02-14-2022
0
41
242251
false
INFORMATION TABLE
2
13F_LegacyCapital_2021Q4.xml
Amazon.com Inc
Stock
023135106
240
73
SH
SOLE
0
0
73
Apple Inc
Stock
037833100
291
1642
SH
SOLE
0
0
1642
First Trust Intl Equity Opps
ETF
33734X853
8322
144462
SH
SOLE
0
0
144462
First Trust Low Duration Opps ETF
ETF
33739Q200
4244
84904
SH
SOLE
0
0
84904
First Trust Lunt US Factor Rotation
ETF
33733E872
12516
352155
SH
SOLE
0
0
352155
First Trust Multi-Manager Large Growth
ETF
33740F789
15979
588337
SH
SOLE
0
0
588337
First Trust Senior Loan
ETF
33738D309
5974
124661
SH
SOLE
0
0
124661
First Trust TCW Opportunistic Fxd Inc
ETF
33740F805
8327
156480
SH
SOLE
0
0
156480
First Trust Value Line Dividend ETF
ETF
33734H106
17991
420273
SH
SOLE
0
0
420273
FT Cboe Vest US Equity Buffer June
ETF
33740F722
17103
450323
SH
SOLE
0
0
450323
FT NASDAQ Rising Dividend Achievers
ETF
33738R506
18019
349705
SH
SOLE
0
0
349705
Global X MLP & Energy Infrastructure
ETF
37954Y293
1992
51777
SH
SOLE
0
0
51777
Global X NASDAQ 100 Covered Call ETF
ETF
37954Y483
1338
63421
SH
SOLE
0
0
63421
Invesco Buyback Achievers ETF
ETF
46137V308
13557
141999
SH
SOLE
0
0
141999
Invesco Glb ST High-Yield Bond
ETF
46138E669
5973
279515
SH
SOLE
0
0
279515
Invesco S&P 500 Revenue
ETF
46138G698
14377
180377
SH
SOLE
0
0
180377
iShares Core MSCI EAFE
ETF
46432F842
15981
214111
SH
SOLE
0
0
214111
iShares Core S&P Small-Cap
ETF
464287804
13057
116233
SH
SOLE
0
0
116233
iShares JP Morgan USD Em Mkts Bond
ETF
464288281
1645
15600
SH
SOLE
0
0
15600
iShares MSCI Global Min Vol Factor
ETF
464286525
14867
139441
SH
SOLE
0
0
139441
iShares Preferred & Income Securities ETF
ETF
464288687
2407
63896
SH
SOLE
0
0
63896
Janus Henderson Short Duration Inc ETF
ETF
47103U886
461
9310
SH
SOLE
0
0
9310
Janus Henderson Small/Md Cp Gr Alpha
ETF
47103U209
5972
88102
SH
SOLE
0
0
88102
JPMorgan Ultra-Short Income
ETF
46641Q837
459
9088
SH
SOLE
0
0
9088
Nationwide Risk-Managed Income ETF
ETF
26922A172
1217
47356
SH
SOLE
0
0
47356
VanEck CEF Municipal Income ETF
ETF
92189F460
2491
91666
SH
SOLE
0
0
91666
VanEck Mortgage REIT Income ETF
ETF
92189F452
1617
91486
SH
SOLE
0
0
91486
Vanguard Mid Cap Index ETF
ETF
922908629
16767
66594
SH
SOLE
0
0
66594
Vanguard Total Intl Bond Index
ETF
92203J407
3736
67739
SH
SOLE
0
0
67739
Ares Capital Corp
Stock
04010L103
1288
60766
SH
SOLE
0
0
60766
Capital Southwest Corp
Stock
140501107
1258
49780
SH
SOLE
0
0
49780
Gladstone Investment Corp
Stock
376546107
1558
91223
SH
SOLE
0
0
91223
Golub Capital BDC Inc
Stock
38173M102
1216
78753
SH
SOLE
0
0
78753
Goldman Sachs BDC Inc
Stock
38147U107
1184
60391
SH
SOLE
0
0
60391
Hercules Capital Inc
Stock
427096508
1183
71322
SH
SOLE
0
0
71322
Main Street Capital Corp
Stock
56035L104
1273
28367
SH
SOLE
0
0
28367
Oaktree Specialty Lending Corp
Stock
67401P108
1358
182039
SH
SOLE
0
0
182039
OWL ROCK CAPITAL ORD
Stock
69121K104
1199
82828
SH
SOLE
0
0
82828
SLR Senior Investment Corp
Stock
83416M105
1100
78121
SH
SOLE
0
0
78121
TriplePoint Venture Growth BDC Corp
Stock
89677Y100
1422
79187
SH
SOLE
0
0
79187
Sixth Street Specialty Lending Inc
Stock
83012A109
1292
54286
SH
SOLE
0
0
54286