Legacy Private Trust
$1.8B 13F equity value
264 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Legacy Private Trust covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| IVV | ISHARES TR | 326,335 | $244M | 13.7% |
| VTI | VANGUARD INDEX FDS | 471,133 | $174M | 9.7% |
| VEA | VANGUARD TAX-MANAGED FDS | 1,127,134 | $80M | 4.5% |
| BND | VANGUARD BD INDEX FDS | 792,562 | $58M | 3.2% |
| SPTM | 1SPDR SERIES TRUST | 626,685 | $57M | 3.2% |
| AAPL | APPLE INC | 182,762 | $53M | 3.0% |
| NVDA | NVIDIA CORPORATION | 243,225 | $49M | 2.7% |
| VXF | VANGUARD INDEX FDS | 163,353 | $40M | 2.2% |
| GOOGL | ALPHABET INC | 112,539 | $40M | 2.2% |
| SCHB | SCHWAB STRATEGIC TR | 1,253,734 | $36M | 2.0% |
Track Legacy Private Trust's 13F portfolio: $1.8B in reported holdings, 264 positions. Top holdings and quarterly changes on SentiSense.
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