Legacy Private Trust
$1.6B 13F equity value
266 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 330,547 | $216M | 13.3% |
| VTI | VANGUARD INDEX FDS | 487,405 | $156M | 9.7% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,122,493 | $72M | 4.4% |
| SPTM | SPDR SERIES TRUST | 885,980 | $70M | 4.3% |
| AAPL | APPLE INC | 189,739 | $48M | 3.0% |
| NVDA | NVIDIA CORPORATION | 252,265 | $44M | 2.7% |
| VXF | VANGUARD INDEX FDS | 168,416 | $35M | 2.1% |
| GOOGL | ALPHABET INC | 117,249 | $34M | 2.1% |
| SCHB | SCHWAB STRATEGIC TR | 1,282,088 | $32M | 2.0% |
| AVGO | BROADCOM INC | 91,698 | $28M | 1.8% |
Track Legacy Private Trust's 13F portfolio: $1.6B in reported holdings, 266 positions. Top holdings and quarterly changes on SentiSense.