Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Legacy Private Trust Co. (CIK 1352547) reported $1.63B across 254 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($215.9M, 13.28%), VTI ($156.4M, 9.62%), VEA ($71.9M, 4.42%), SPTM ($70.0M, 4.31%), AAPL ($49.8M, 3.06%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $215.9M | 13.28% | 330,547 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $156.4M | 9.62% | 487,405 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $71.9M | 4.42% | 1.1M | Trimmed |
| 4 | SPTM | SPDR SERIES TRUST | $70.0M | 4.31% | 885,980 | Trimmed |
| 5 | AAPL | APPLE INC | $49.8M | 3.06% | 196,239 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $44.0M | 2.71% | 252,265 | Trimmed |
| 7 | VXF | VANGUARD INDEX FDS | $34.7M | 2.13% | 168,416 | Trimmed |
| 8 | GOOGL | ALPHABET INC | $33.7M | 2.07% | 117,249 | Trimmed |
| 9 | SCHB | SCHWAB STRATEGIC TR | $32.2M | 1.98% | 1.3M | Trimmed |
| 10 | AVGO | BROADCOM INC | $28.4M | 1.75% | 91,698 | Added |
| 11 | BND | VANGUARD BD INDEX FDS | $27.3M | 1.68% | 371,006 | Added |
| 12 | BOND | PIMCO ETF TR | $27.1M | 1.67% | 293,994 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $26.7M | 1.64% | 72,176 | Trimmed |
| 14 | JMBS | JANUS DETROIT STR TR | $26.0M | 1.60% | 575,274 | Added |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $24.8M | 1.53% | 459,611 | Added |
| 16 | VXUS | VANGUARD STAR FDS | $22.4M | 1.38% | 290,999 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $22.5M | 1.38% | 76,373 | Trimmed |
| 18 | AGG | ISHARES TR | $21.4M | 1.32% | 215,767 | Trimmed |
| 19 | AMZN | AMAZON COM INC | $19.9M | 1.22% | 95,383 | Trimmed |
| 20 | WFC | WELLS FARGO & CO | $17.6M | 1.08% | 220,810 | Added |
| 21 | ACWX | ISHARES TR | $15.8M | 0.97% | 231,222 | Trimmed |
| 22 | LLY | ELI LILLY & CO | $13.2M | 0.81% | 14,367 | Added |
| 23 | WMT | WALMART INC | $12.6M | 0.77% | 101,122 | Trimmed |
| 24 | META | META PLATFORMS INC | $12.3M | 0.76% | 21,550 | Trimmed |
| 25 | IBTI | ISHARES TR | $12.2M | 0.75% | 548,089 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31