# EDGAR Filing Document

**Accession Number:** 0001766228
**File Stem:** 0001766228-23-000001
**Filing Date:** 2023-2
**Character Count:** 9894
**Document Hash:** 64d3cc46ff344bd9e93ba295d9cc1f5c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001766228-23-000001.hdr.sgml**: 20230209

**ACCESSION NUMBER**: 0001766228-23-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230209

**DATE AS OF CHANGE**: 20230209

**EFFECTIVENESS DATE**: 20230209

**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:** 23606566

**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

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Legacy Capital Wealth Partners LLC<br>**Address:** 8315 CANTRELL ROAD<br>SUITE 200<br>LITTLE ROCK, AR 72227

**Form 13F File Number:** 028-20903

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** ROBERT C. ROBERTS<br>**Title:** CHIEF COMPLIANCE OFFICER<br>**Phone:** (501) 376-7878

**Signature, Place, and Date of Signing:**

ROBERT C. ROBERTS  LITTLE ROCK, AR  02-09-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 58

**Form 13F Information Table Value Total:** $209291762

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AON PLC SHS CL A | Stock | G0403H108 |  | 263731 | 879 | SH |  | SOLE |  | 0 | 0 | 879 |
| WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | ETF | 97717X669 |  | 273863 | 4537 | SH |  | SOLE |  | 0 | 0 | 4537 |
| Visa Inc Com Cl A | Stock | 92826C839 |  | 200285 | 964 | SH |  | SOLE |  | 0 | 0 | 964 |
| VanEck CEF Municipal Income ETF | ETF | 92189F460 |  | 2149898 | 100127 | SH |  | SOLE |  | 0 | 0 | 100127 |
| VanEck Mortgage REIT Income ETF | ETF | 92189F452 |  | 1263938 | 108277 | SH |  | SOLE |  | 0 | 0 | 108277 |
| TRIPLEPOINT VENTURE GROWTH BDC COM | CEF | 89677Y100 |  | 929859 | 89114 | SH |  | SOLE |  | 0 | 0 | 89114 |
| SIXTH STREET SPECIALTY LENDING COM | CEF | 83012A109 |  | 1007281 | 56577 | SH |  | SOLE |  | 0 | 0 | 56577 |
| Industrial Select Sector SPDR ETF | ETF | 81369Y704 |  | 5657097 | 57602 | SH |  | SOLE |  | 0 | 0 | 57602 |
| Energy Select Sector SPDR Fund | ETF | 81369Y506 |  | 6212812 | 71028 | SH |  | SOLE |  | 0 | 0 | 71028 |
| Consumer Discretionary Select Sector Spdr Fund | ETF | 81369Y407 |  | 237613 | 1840 | SH |  | SOLE |  | 0 | 0 | 1840 |
| Health Care Select Sector SPDR ETF | ETF | 81369Y209 |  | 4829464 | 35550 | SH |  | SOLE |  | 0 | 0 | 35550 |
| SPDR S Bank | ETF | 78464A797 |  | 4067933 | 90098 | SH |  | SOLE |  | 0 | 0 | 90098 |
| SPDR Bloomberg Convertible Sec | ETF | 78464A359 |  | 4166511 | 64758 | SH |  | SOLE |  | 0 | 0 | 64758 |
| OWL ROCK CAPITAL CORPORATION COM | CEF | 69121K104 |  | 1076485 | 93191 | SH |  | SOLE |  | 0 | 0 | 93191 |
| OAKTREE SPECIALTY LENDING CORP COM | CEF | 67401P108 |  | 1339778 | 194958 | SH |  | SOLE |  | 0 | 0 | 194958 |
| MAIN STR CAP CORP COM | CEF | 56035L104 |  | 1115807 | 30194 | SH |  | SOLE |  | 0 | 0 | 30194 |
| ISHARES CORE DIVIDEND ETF | ETF | 46435U861 |  | 220329 | 5874 | SH |  | SOLE |  | 0 | 0 | 5874 |
| iShares Core MSCI International Developed Mkts | ETF | 46435G326 |  | 6255765 | 111750 | SH |  | SOLE |  | 0 | 0 | 111750 |
| iShares Core MSCI Europe | ETF | 46434V738 |  | 9999653 | 210519 | SH |  | SOLE |  | 0 | 0 | 210519 |
| iShares MSCI Japan | ETF | 46434G822 |  | 4106194 | 75426 | SH |  | SOLE |  | 0 | 0 | 75426 |
| Invesco S 500 Revenue | ETF | 46138G698 |  | 10437901 | 141168 | SH |  | SOLE |  | 0 | 0 | 141168 |
| Invesco Buyback Achievers ETF | ETF | 46137V308 |  | 11879981 | 138850 | SH |  | SOLE |  | 0 | 0 | 138850 |
| GOLUB CAP BDC INC COM | CEF | 38173M102 |  | 1292639 | 98202 | SH |  | SOLE |  | 0 | 0 | 98202 |
| Global X NASDAQ 100 Covered Call ETF | ETF | 37954Y483 |  | 1043861 | 65609 | SH |  | SOLE |  | 0 | 0 | 65609 |
| Global X MLP  Energy Infrastructure | ETF | 37954Y293 |  | 1918498 | 47067 | SH |  | SOLE |  | 0 | 0 | 47067 |
| FT TCW Unconstrained Plus Bond | ETF | 33740F888 |  | 760151 | 31528 | SH |  | SOLE |  | 0 | 0 | 31528 |
| First Trust TCW Opportunistic Fxd Inc | ETF | 33740F805 |  | 6225382 | 141744 | SH |  | SOLE |  | 0 | 0 | 141744 |
| First Trust Enhanced Short Maturity | ETF | 33739Q408 |  | 9378859 | 157787 | SH |  | SOLE |  | 0 | 0 | 157787 |
| First Trust Low Duration Opps ETF | ETF | 33739Q200 |  | 3866482 | 81554 | SH |  | SOLE |  | 0 | 0 | 81554 |
| FT NASDAQ Rising Dividend Achievers | ETF | 33738R506 |  | 14576750 | 331894 | SH |  | SOLE |  | 0 | 0 | 331894 |
| First Trust Tactical High Yield | ETF | 33738D408 |  | 1260980 | 32383 | SH |  | SOLE |  | 0 | 0 | 32383 |
| First Trust Senior Loan | ETF | 33738D309 |  | 1523749 | 34172 | SH |  | SOLE |  | 0 | 0 | 34172 |
| First Trust United Kingdom AlphaDEX | ETF | 33737J224 |  | 255710 | 8076 | SH |  | SOLE |  | 0 | 0 | 8076 |
| First Trust Europe AlphaDEX | ETF | 33737J117 |  | 387625 | 12046 | SH |  | SOLE |  | 0 | 0 | 12046 |
| First Trust Value Line Dividend ETF | ETF | 33734H106 |  | 12687419 | 317902 | SH |  | SOLE |  | 0 | 0 | 317902 |
| Nationwide Risk-Managed Income ETF | ETF | 26922A172 |  | 956696 | 51716 | SH |  | SOLE |  | 0 | 0 | 51716 |
| BLACKSTONE SECD LENDING FD COMMON STOCK | CEF | 09261X102 |  | 1151927 | 51529 | SH |  | SOLE |  | 0 | 0 | 51529 |
| ARES CAPITAL CORP COM | CEF | 04010L103 |  | 1266152 | 68521 | SH |  | SOLE |  | 0 | 0 | 68521 |
| First Trust Capital Strength | ETF | 33733E104 |  | 7094534 | 94657 | SH |  | SOLE |  | 0 | 0 | 94657 |
| Invesco QQQ Trust | ETF | 46090E103 |  | 5522152 | 20738 | SH |  | SOLE |  | 0 | 0 | 20738 |
| Vanguard Value Index | ETF | 922908744 |  | 10555191 | 75195 | SH |  | SOLE |  | 0 | 0 | 75195 |
| Vanguard Growth Index | ETF | 922908736 |  | 525169 | 2464 | SH |  | SOLE |  | 0 | 0 | 2464 |
| Vanguard Mid Cap Index ETF | ETF | 922908629 |  | 9683702 | 47514 | SH |  | SOLE |  | 0 | 0 | 47514 |
| PENNANTPARK INVT CORP COM | CEF | 708062104 |  | 950287 | 165296 | SH |  | SOLE |  | 0 | 0 | 165296 |
| iShares Preferred  Income Securities ETF | ETF | 464288687 |  | 2290528 | 75030 | SH |  | SOLE |  | 0 | 0 | 75030 |
| iShares Core S Small-Cap | ETF | 464287804 |  | 3616630 | 38215 | SH |  | SOLE |  | 0 | 0 | 38215 |
| iShares Russell 2000 | ETF | 464287655 |  | 223006 | 1279 | SH |  | SOLE |  | 0 | 0 | 1279 |
| IShares Russell 1000 Growth | ETF | 464287614 |  | 8617979 | 40226 | SH |  | SOLE |  | 0 | 0 | 40226 |
| iShares US Consumer Discretionary | ETF | 464287580 |  | 4110006 | 72156 | SH |  | SOLE |  | 0 | 0 | 72156 |
| Ishares Expanded Tech Sector Etf | ETF | 464287549 |  | 222600 | 795 | SH |  | SOLE |  | 0 | 0 | 795 |
| iShares Expanded Tech-Software Sector | ETF | 464287515 |  | 3070208 | 12000 | SH |  | SOLE |  | 0 | 0 | 12000 |
| iShares S 500 Value ETF | ETF | 464287408 |  | 299934 | 2068 | SH |  | SOLE |  | 0 | 0 | 2068 |
| iShares MSCI Global Min Vol Factor | ETF | 464286525 |  | 10907893 | 114796 | SH |  | SOLE |  | 0 | 0 | 114796 |
| HERCULES CAPITAL INC COM | CEF | 427096508 |  | 1000487 | 75664 | SH |  | SOLE |  | 0 | 0 | 75664 |
| GLADSTONE INVT CORP COM | CEF | 376546107 |  | 1057679 | 81920 | SH |  | SOLE |  | 0 | 0 | 81920 |
| GLADSTONE CAPITAL CORP COM | CEF | 376535100 |  | 1046519 | 108782 | SH |  | SOLE |  | 0 | 0 | 108782 |
| FIDUS INVT CORP COM | CEF | 316500107 |  | 1185822 | 62304 | SH |  | SOLE |  | 0 | 0 | 62304 |
| CAPITAL SOUTHWEST CORP COM | CEF | 140501107 |  | 1066378 | 62366 | SH |  | SOLE |  | 0 | 0 | 62366 |

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