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 $1.81B across 262 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IVV ($244.4M, 13.53%), VTI ($174.3M, 9.65%), VEA ($80.3M, 4.45%), BND ($58.2M, 3.22%), SPTM ($56.9M, 3.15%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $244.4M | 13.53% | 326,335 | Trimmed |
| 2 | VTI | VANGUARD INDEX FDS | $174.3M | 9.65% | 471,133 | Trimmed |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $80.3M | 4.45% | 1.1M | Added |
| 4 | BND | VANGUARD BD INDEX FDS | $58.2M | 3.22% | 792,562 | Added |
| 5 | SPTM | 1SPDR SERIES TRUST | $56.9M | 3.15% | 626,685 | Trimmed |
| 6 | AAPL | APPLE INC | $54.8M | 3.03% | 189,262 | Trimmed |
| 7 | NVDA | NVIDIA CORPORATION | $48.7M | 2.69% | 243,225 | Trimmed |
| 8 | VXF | VANGUARD INDEX FDS | $40.2M | 2.23% | 163,353 | Trimmed |
| 9 | GOOGL | ALPHABET INC | $40.2M | 2.23% | 112,539 | Trimmed |
| 10 | SCHB | SCHWAB STRATEGIC TR | $36.3M | 2.01% | 1.3M | Trimmed |
| 11 | AVGO | BROADCOM INC | $32.9M | 1.82% | 87,023 | Trimmed |
| 12 | BOND | PIMCO ETF TR | $30.5M | 1.69% | 330,525 | Added |
| 13 | LLY | ELI LILLY & CO | $28.9M | 1.60% | 24,088 | Added |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $27.6M | 1.53% | 463,013 | Added |
| 15 | JMBS | JANUS DETROIT STR TR | $27.1M | 1.50% | 602,038 | Added |
| 16 | MSFT | MICROSOFT CORP | $26.4M | 1.46% | 70,872 | Trimmed |
| 17 | JPM | JPMORGAN CHASE & CO | $24.7M | 1.36% | 75,310 | Trimmed |
| 18 | AMZN | AMAZON COM INC | $22.1M | 1.23% | 92,914 | Trimmed |
| 19 | AGG | ISHARES TR | $21.8M | 1.21% | 220,202 | Added |
| 20 | VXUS | VANGUARD STAR FDS | $18.5M | 1.02% | 215,942 | Trimmed |
| 21 | WFC | WELLS FARGO & CO | $18.0M | 1.00% | 217,788 | Trimmed |
| 22 | ACWX | ISHARES TR | $17.2M | 0.95% | 226,336 | Trimmed |
| 23 | VOO | VANGUARD INDEX FDS | $13.4M | 0.74% | 19,518 | Added |
| 24 | IBTI | ISHARES TR | $12.9M | 0.71% | 580,762 | Added |
| 25 | META | META PLATFORMS INC | $12.2M | 0.68% | 21,744 | Added |
Source: SEC Form 13F filings · as of 2026-06-30