Legacy Bridge
Latest statistics and disclosures from Legacy Bridge's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GEV, PLTR, STRL, AVGO, and represent 17.24% of Legacy Bridge's stock portfolio.
- Added to shares of these 10 stocks: IVV, WDC, C, CRDO, EWW, ARGT, MELI, ILOW, IXUS, MU.
- Started 18 new stock positions in NRG, SNDK, SYM, RSP, ILOW, AAOI, AMKR, CRDO, EWW, WDC. UNG, ARGT, CRSP, VSNT, ARM, TGT, RKLB, LITE.
- Reduced shares in these 10 stocks: , BX, WTBA, CLS, VOE, MCD, SYK, , NXPI, GEHC.
- Sold out of its positions in AES, ADBE, A, APD, ALB, ARE, ALL, MO, AEE, AEP.
- Legacy Bridge was a net buyer of stock by $14M.
- Legacy Bridge has $262M in assets under management (AUM), dropping by 6.42%.
- Central Index Key (CIK): 0001689144
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Portfolio Holdings for Legacy Bridge
Legacy Bridge holds 320 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 4.3 | $11M | 65k | 174.40 |
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| Ge Vernova (GEV) | 3.9 | $10M | 12k | 872.90 |
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| Palantir Technologies Cl A (PLTR) | 3.4 | $8.9M | +2% | 61k | 146.28 |
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| Sterling Construction Company (STRL) | 3.0 | $7.8M | +4% | 19k | 407.27 |
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| Broadcom (AVGO) | 2.7 | $7.0M | +3% | 23k | 309.51 |
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| West Bancorporation Cap Stk (WTBA) | 2.2 | $5.8M | -3% | 246k | 23.79 |
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| Caterpillar (CAT) | 2.1 | $5.4M | +4% | 7.7k | 708.46 |
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| Celestica (CLS) | 1.9 | $5.0M | -3% | 18k | 281.68 |
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| Vertiv Holdings Com Cl A (VRT) | 1.9 | $5.0M | +4% | 20k | 250.58 |
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| Arista Networks Com Shs (ANET) | 1.8 | $4.8M | +2% | 39k | 122.78 |
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| Wal-Mart Stores (WMT) | 1.8 | $4.8M | +4% | 39k | 124.28 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.5 | $4.0M | +4% | 12k | 337.95 |
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| Amazon (AMZN) | 1.5 | $3.9M | +3% | 19k | 208.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $3.8M | 8.0k | 479.20 |
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| Eli Lilly & Co. (LLY) | 1.4 | $3.7M | +2% | 4.0k | 919.77 |
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| Eaton Corp SHS (ETN) | 1.4 | $3.6M | +5% | 10k | 357.67 |
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| Microsoft Corporation (MSFT) | 1.3 | $3.4M | +3% | 9.1k | 370.17 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $3.1M | +5% | 11k | 286.86 |
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| Johnson Controls Internation SHS (JCI) | 1.2 | $3.0M | 23k | 130.95 |
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| Parker-Hannifin Corporation (PH) | 1.1 | $2.9M | 3.2k | 895.24 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.1 | $2.9M | +778% | 4.4k | 653.21 |
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| JPMorgan Chase & Co. (JPM) | 1.1 | $2.9M | 9.7k | 294.16 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.1 | $2.8M | +2% | 2.1k | 1320.83 |
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| Costco Wholesale Corporation (COST) | 1.0 | $2.7M | 2.7k | 996.43 |
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| Apple (AAPL) | 0.9 | $2.4M | 9.4k | 253.79 |
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $2.4M | +11% | 34k | 69.75 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.9 | $2.4M | +2% | 7.5k | 313.81 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $2.3M | 14k | 169.66 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 0.9 | $2.3M | 124k | 18.82 |
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| Valero Energy Corporation (VLO) | 0.9 | $2.3M | 9.3k | 247.08 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.9 | $2.3M | +6% | 36k | 64.08 |
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| Deere & Company (DE) | 0.9 | $2.3M | +3% | 4.1k | 563.30 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $2.3M | 9.1k | 248.00 |
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| Bank of New York Mellon Corporation (BNY) | 0.9 | $2.2M | +7% | 19k | 118.63 |
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| Micron Technology (MU) | 0.8 | $2.2M | +21% | 6.5k | 337.84 |
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| Quanta Services (PWR) | 0.8 | $2.0M | 3.7k | 549.02 |
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| Oklo Com Cl A (OKLO) | 0.8 | $2.0M | +6% | 41k | 49.59 |
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| Centrus Energy Corp Cl A (LEU) | 0.8 | $2.0M | +8% | 11k | 173.59 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $2.0M | 25k | 77.11 |
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| Nebius Group Shs Class A (NBIS) | 0.7 | $2.0M | +4% | 19k | 103.76 |
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| Intuitive Surgical Com New (ISRG) | 0.7 | $1.9M | 4.2k | 460.99 |
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| Ishares Tr Core Msci Total (IXUS) | 0.7 | $1.9M | +26% | 22k | 86.64 |
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| Lowe's Companies (LOW) | 0.7 | $1.9M | 8.0k | 236.28 |
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| Home Depot (HD) | 0.7 | $1.9M | 5.7k | 328.89 |
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| Williams-Sonoma (WSM) | 0.7 | $1.9M | +3% | 10k | 182.33 |
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| Freeport Mcmoran CL B (FCX) | 0.7 | $1.8M | +4% | 31k | 58.78 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.7 | $1.8M | 19k | 97.23 |
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| Advanced Micro Devices (AMD) | 0.7 | $1.8M | +26% | 9.0k | 203.43 |
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| Chevron Corporation (CVX) | 0.7 | $1.8M | 8.8k | 206.90 |
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| Palo Alto Networks (PANW) | 0.7 | $1.8M | 11k | 160.32 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.7 | $1.8M | 9.3k | 189.59 |
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| National Fuel Gas (NFG) | 0.7 | $1.7M | +2% | 19k | 93.96 |
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| Equinix (EQIX) | 0.6 | $1.7M | 1.7k | 980.24 |
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| Digital Realty Trust (DLR) | 0.6 | $1.7M | 9.4k | 180.21 |
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| Nextpower Class A Com (NXT) | 0.6 | $1.6M | 14k | 120.55 |
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| Hewlett Packard Enterprise (HPE) | 0.6 | $1.6M | 68k | 23.81 |
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| ESCO Technologies (ESE) | 0.6 | $1.6M | +8% | 5.7k | 281.37 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $1.6M | 11k | 145.74 |
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| Axon Enterprise (AXON) | 0.6 | $1.6M | 3.7k | 424.69 |
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| Western Digital (WDC) | 0.6 | $1.6M | NEW | 5.8k | 270.49 |
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| Nasdaq Omx (NDAQ) | 0.6 | $1.6M | 18k | 84.89 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.6 | $1.5M | 16k | 97.13 |
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| Citigroup Com New (C) | 0.6 | $1.5M | +2663% | 13k | 113.41 |
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| Tractor Supply Company (TSCO) | 0.6 | $1.5M | 33k | 45.30 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.6 | $1.5M | 48k | 30.96 |
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| Morgan Stanley Com New (MS) | 0.6 | $1.5M | 8.8k | 164.57 |
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| Spdr Series Trust State Street Spd (XBI) | 0.5 | $1.4M | 11k | 127.73 |
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| Blackrock (BLK) | 0.5 | $1.4M | +2% | 1.5k | 961.71 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 0.5 | $1.4M | NEW | 15k | 93.87 |
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| Fifth Third Ban (FITB) | 0.5 | $1.4M | +5% | 30k | 46.46 |
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| Metropcs Communications (TMUS) | 0.5 | $1.4M | 6.6k | 210.03 |
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| Meta Platforms Cl A (META) | 0.5 | $1.4M | +4% | 2.4k | 572.13 |
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| Nxp Semiconductors N V (NXPI) | 0.5 | $1.3M | -4% | 6.8k | 196.86 |
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| Ishares Msci Mexico Etf (EWW) | 0.5 | $1.3M | NEW | 17k | 75.23 |
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| Qualcomm (QCOM) | 0.5 | $1.3M | 9.7k | 128.78 |
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| Cameco Corporation (CCJ) | 0.5 | $1.3M | 12k | 108.61 |
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| Vistra Energy (VST) | 0.5 | $1.2M | +6% | 8.2k | 150.33 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $1.2M | +15% | 22k | 54.05 |
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| Global X Fds Gb Msci Ar Etf (ARGT) | 0.5 | $1.2M | NEW | 13k | 93.32 |
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| Nextera Energy (NEE) | 0.4 | $1.2M | +3% | 13k | 92.88 |
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| Rio Tinto Sponsored Adr (RIO) | 0.4 | $1.1M | 12k | 93.29 |
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| MercadoLibre (MELI) | 0.4 | $1.1M | +1589% | 625.00 | 1729.02 |
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| Thermo Fisher Scientific (TMO) | 0.4 | $1.0M | 2.1k | 491.53 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.4 | $1.0M | -4% | 14k | 71.18 |
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| Jacobs Engineering Group (J) | 0.4 | $1.0M | 7.9k | 127.28 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.4 | $1000k | 70k | 14.37 |
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| Danaher Corporation (DHR) | 0.4 | $991k | 5.2k | 189.60 |
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| Caretrust Reit (CTRE) | 0.4 | $956k | 26k | 36.65 |
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| Goldman Sachs (GS) | 0.4 | $947k | 1.1k | 845.99 |
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| TJX Companies (TJX) | 0.3 | $894k | 5.6k | 159.70 |
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| Boston Scientific Corporation (BSX) | 0.3 | $889k | 14k | 62.75 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.3 | $888k | +11% | 8.9k | 100.17 |
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| Stryker Corporation (SYK) | 0.3 | $884k | -6% | 2.7k | 328.59 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $857k | +13% | 1.4k | 597.55 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $856k | +7% | 35k | 24.75 |
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| Pfizer (PFE) | 0.3 | $853k | 30k | 28.08 |
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| AeroVironment (AVAV) | 0.3 | $828k | +11% | 4.5k | 183.05 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $827k | +2% | 15k | 56.68 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $809k | 6.3k | 128.12 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $799k | 2.8k | 287.56 |
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| Snowflake Com Shs (SNOW) | 0.3 | $770k | +2% | 5.1k | 150.82 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $763k | +5% | 11k | 67.53 |
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| Toyota Motor Corp Ads (TM) | 0.3 | $758k | +2% | 3.7k | 206.09 |
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| Union Pacific Corporation (UNP) | 0.3 | $721k | -4% | 3.0k | 242.62 |
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| Insight Enterprises (NSIT) | 0.3 | $698k | 10k | 67.01 |
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| Mondelez Intl Cl A (MDLZ) | 0.3 | $678k | 12k | 57.64 |
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| ConocoPhillips (COP) | 0.3 | $666k | 5.0k | 132.00 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $659k | 23k | 29.08 |
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| Procter & Gamble Company (PG) | 0.2 | $640k | 4.4k | 144.44 |
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| Celsius Hldgs Com New (CELH) | 0.2 | $627k | 18k | 35.48 |
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| Tempus Ai Cl A (TEM) | 0.2 | $597k | +6% | 13k | 45.22 |
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| Cme (CME) | 0.2 | $589k | 2.0k | 295.35 |
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| Servicenow (NOW) | 0.2 | $578k | -2% | 5.5k | 104.55 |
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| Wells Fargo & Company (WFC) | 0.2 | $511k | 6.4k | 79.61 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $493k | 4.4k | 113.11 |
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| McDonald's Corporation (MCD) | 0.2 | $491k | -14% | 1.6k | 310.79 |
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| H&R Block (HRB) | 0.2 | $485k | 15k | 31.74 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $471k | 724.00 | 650.64 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $441k | 8.4k | 52.56 |
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| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.2 | $416k | NEW | 9.8k | 42.66 |
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| Workiva Com Cl A (WK) | 0.2 | $397k | 6.7k | 59.63 |
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| Ionq Inc Pipe (IONQ) | 0.1 | $390k | +11% | 14k | 28.83 |
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| Northern Trust Corporation (NTRS) | 0.1 | $377k | 2.7k | 139.57 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $363k | 8.1k | 44.62 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $333k | -4% | 4.2k | 78.66 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $325k | +2% | 537.00 | 604.39 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $320k | 750.00 | 426.40 |
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| Intuit (INTU) | 0.1 | $318k | 735.00 | 432.38 |
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| Netflix (NFLX) | 0.1 | $305k | 3.2k | 96.15 |
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| Workday Cl A (WDAY) | 0.1 | $303k | 2.3k | 129.92 |
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| Spdr Index Shs Fds State Street Spd (SPDW) | 0.1 | $301k | 6.6k | 45.65 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $295k | -3% | 590.00 | 499.66 |
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| Abbott Laboratories (ABT) | 0.1 | $287k | -2% | 2.8k | 102.67 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $279k | 972.00 | 287.18 |
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| Cambria Etf Tr Global Value Etf (GVAL) | 0.1 | $279k | 8.4k | 33.17 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $263k | -25% | 1.4k | 184.28 |
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| Constellation Brands Cl A (STZ) | 0.1 | $258k | -2% | 1.7k | 150.00 |
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| Carrier Global Corporation (CARR) | 0.1 | $239k | -2% | 4.2k | 56.31 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $233k | 1.9k | 124.31 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $218k | +5% | 2.2k | 100.62 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $216k | 8.4k | 25.64 |
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| Southern Company (SO) | 0.1 | $202k | -8% | 2.1k | 96.52 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $198k | 2.1k | 93.74 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $197k | -17% | 908.00 | 217.25 |
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| Qorvo (QRVO) | 0.1 | $197k | 2.5k | 77.40 |
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| American Express Company (AXP) | 0.1 | $194k | -7% | 640.00 | 302.48 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $193k | 6.3k | 30.50 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $193k | 600.00 | 320.81 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $190k | +3% | 2.2k | 88.16 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $182k | 4.0k | 45.56 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $180k | +37% | 311.00 | 577.23 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $169k | 656.00 | 257.35 |
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| Biogen Idec (BIIB) | 0.1 | $161k | -3% | 880.00 | 183.33 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $157k | 5.2k | 30.19 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $157k | 1.2k | 132.50 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $154k | 757.00 | 203.79 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $154k | 729.00 | 211.15 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $152k | 502.00 | 302.25 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $148k | 17k | 8.77 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $137k | 314.00 | 436.79 |
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| Prudential Financial (PRU) | 0.1 | $137k | 1.4k | 97.69 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $130k | +27% | 662.00 | 196.20 |
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| Iren Ordinary Shares (IREN) | 0.0 | $129k | +179% | 3.8k | 34.28 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $129k | 2.6k | 49.95 |
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| CVS Caremark Corporation (CVS) | 0.0 | $128k | -7% | 1.8k | 71.82 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $126k | -9% | 240.00 | 522.71 |
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| Casey's General Stores (CASY) | 0.0 | $125k | 171.00 | 727.87 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $122k | 313.00 | 390.41 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $121k | -9% | 1.2k | 98.38 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $119k | -4% | 2.1k | 57.58 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $117k | 1.6k | 75.10 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $117k | 4.0k | 29.13 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $114k | -11% | 465.00 | 244.18 |
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| Astera Labs (ALAB) | 0.0 | $113k | 1.0k | 109.60 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $112k | 4.6k | 24.27 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $107k | 1.0k | 103.43 |
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| Oracle Corporation (ORCL) | 0.0 | $103k | 702.00 | 147.11 |
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| Tesla Motors (TSLA) | 0.0 | $100k | 270.00 | 371.75 |
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| Ecolab (ECL) | 0.0 | $100k | -7% | 375.00 | 266.02 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $90k | 1.5k | 60.10 |
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| Corteva (CTVA) | 0.0 | $88k | 1.0k | 83.71 |
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| Manulife Finl Corp (MFC) | 0.0 | $85k | 2.5k | 34.44 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $80k | 1.6k | 49.69 |
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| Suncor Energy (SU) | 0.0 | $79k | 1.2k | 66.11 |
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| Invesco Db Us Dlr Index Tr Bearish Fd (UDN) | 0.0 | $77k | 4.3k | 18.00 |
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| Intercontinental Exchange (ICE) | 0.0 | $74k | -13% | 470.00 | 157.28 |
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| Select Sector Spdr Tr State Street Fin (XLF) | 0.0 | $73k | 1.5k | 49.37 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $69k | 1.5k | 47.53 |
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| Diageo Spon Adr New (DEO) | 0.0 | $67k | 895.00 | 74.45 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $65k | 1.2k | 55.16 |
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| Darling International (DAR) | 0.0 | $62k | 1.0k | 61.85 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $59k | 700.00 | 84.44 |
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| Applied Materials (AMAT) | 0.0 | $56k | 165.00 | 341.79 |
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| Shell Spon Ads (SHEL) | 0.0 | $56k | 600.00 | 93.00 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $53k | 350.00 | 151.41 |
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| Principal Financial (PFG) | 0.0 | $51k | 570.00 | 90.11 |
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| PPG Industries (PPG) | 0.0 | $50k | 469.00 | 106.88 |
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| Emerson Electric (EMR) | 0.0 | $50k | -5% | 380.00 | 131.02 |
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| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $48k | 1.9k | 25.33 |
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| Invesco Currencyshares Euro Euro Shs (FXE) | 0.0 | $48k | 450.00 | 106.69 |
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| Capital One Financial (COF) | 0.0 | $48k | -24% | 262.00 | 182.43 |
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| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $48k | 710.00 | 66.86 |
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| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $46k | 1.3k | 35.52 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $45k | 292.00 | 152.75 |
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| Mp Materials Corp Com Cl A (MP) | 0.0 | $41k | +21% | 850.00 | 48.26 |
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $40k | 250.00 | 161.73 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $40k | 909.00 | 44.45 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $39k | 139.00 | 283.78 |
|
|
| Masco Corporation (MAS) | 0.0 | $39k | 650.00 | 60.37 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $38k | 883.00 | 43.13 |
|
|
| Visa Com Cl A (V) | 0.0 | $38k | 126.00 | 302.25 |
|
|
| Cardinal Health (CAH) | 0.0 | $38k | 180.00 | 211.31 |
|
|
| Philip Morris International (PM) | 0.0 | $36k | 218.00 | 165.34 |
|
|
| FedEx Corporation (FDX) | 0.0 | $36k | -24% | 100.00 | 356.18 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $36k | 1.5k | 23.22 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $35k | +13% | 170.00 | 206.34 |
|
| AmerisourceBergen (COR) | 0.0 | $35k | -17% | 110.00 | 314.15 |
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $34k | 1.4k | 24.24 |
|
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $34k | 236.00 | 144.71 |
|
|
| Abbvie (ABBV) | 0.0 | $34k | 156.00 | 217.49 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $34k | 1.4k | 24.24 |
|
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $32k | 500.00 | 63.94 |
|
|
| Spdr Index Shs Fds State Street Spd (SPEM) | 0.0 | $32k | -50% | 671.00 | 46.91 |
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $30k | 1.1k | 28.71 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $30k | 313.00 | 95.99 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $30k | 400.00 | 74.35 |
|
|
| Dow (DOW) | 0.0 | $30k | -45% | 711.00 | 41.65 |
|
| Innventure (INV) | 0.0 | $29k | 7.5k | 3.91 |
|
|
| Lam Research Corp Com New (LRCX) | 0.0 | $27k | 128.00 | 213.66 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $26k | 295.00 | 89.59 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $26k | 442.00 | 59.15 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $26k | 65.00 | 398.00 |
|
|
| On Hldg Namen Akt A (ONON) | 0.0 | $26k | 755.00 | 34.02 |
|
|
| Select Sector Spdr Tr State Street Mat (XLB) | 0.0 | $26k | 510.00 | 49.97 |
|
|
| Sandisk Corp (SNDK) | 0.0 | $25k | NEW | 40.00 | 635.35 |
|
| At&t (T) | 0.0 | $25k | 872.00 | 28.99 |
|
|
| EQT Corporation (EQT) | 0.0 | $25k | -12% | 395.00 | 63.64 |
|
| AvalonBay Communities (AVB) | 0.0 | $25k | 150.00 | 163.35 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $24k | 51.00 | 474.57 |
|
|
| Raytheon Technologies Corp (RTX) | 0.0 | $24k | 123.00 | 192.90 |
|
|
| Cisco Systems (CSCO) | 0.0 | $23k | 300.00 | 77.59 |
|
|
| Intel Corporation (INTC) | 0.0 | $22k | -28% | 500.00 | 44.13 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $22k | 248.00 | 88.65 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $21k | 317.00 | 67.00 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $21k | 305.00 | 69.30 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $21k | NEW | 30.00 | 702.77 |
|
| Booking Holdings (BKNG) | 0.0 | $21k | 5.00 | 4210.40 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $21k | 295.00 | 71.33 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $20k | 140.00 | 145.79 |
|
|
| Dell Technologies CL C (DELL) | 0.0 | $20k | 120.00 | 164.13 |
|
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $19k | 132.00 | 146.61 |
|
|
| salesforce (CRM) | 0.0 | $19k | 103.00 | 186.68 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $19k | 13.00 | 1472.46 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $19k | -11% | 215.00 | 86.84 |
|
| International Business Machines (IBM) | 0.0 | $18k | 75.00 | 242.40 |
|
|
| Marvell Technology (MRVL) | 0.0 | $18k | 180.00 | 99.05 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $18k | 90.00 | 194.56 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $17k | 800.00 | 21.62 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $17k | +33% | 291.00 | 59.19 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $17k | 300.00 | 56.79 |
|
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $16k | +532% | 158.00 | 99.27 |
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $16k | 187.00 | 83.57 |
|
|
| Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.0 | $15k | 539.00 | 28.65 |
|
|
| Dominion Resources (D) | 0.0 | $15k | 245.00 | 61.82 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $15k | -34% | 54.00 | 277.87 |
|
| Watsco, Incorporated (WSO) | 0.0 | $15k | 40.00 | 363.80 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $15k | 440.00 | 32.95 |
|
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $14k | +115% | 2.8k | 4.96 |
|
| Everpure Cl A (P) | 0.0 | $14k | +4% | 235.00 | 59.04 |
|
| Mongodb Cl A (MDB) | 0.0 | $14k | 55.00 | 244.78 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $13k | 107.00 | 125.47 |
|
|
| Markel Corporation (MKL) | 0.0 | $13k | 7.00 | 1914.14 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $13k | 112.00 | 118.05 |
|
|
| Cipher Mining (CIFR) | 0.0 | $13k | +2% | 1.0k | 12.87 |
|
| Applied Optoelectronics (AAOI) | 0.0 | $13k | NEW | 150.00 | 84.59 |
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $13k | +36% | 200.00 | 62.64 |
|
| Electronic Arts (EA) | 0.0 | $12k | 60.00 | 203.88 |
|
|
| Moody's Corporation (MCO) | 0.0 | $11k | -28% | 25.00 | 436.28 |
|
| Veeva Sys Cl A Com (VEEV) | 0.0 | $11k | 60.00 | 175.67 |
|
|
| Vulcan Materials Company (VMC) | 0.0 | $9.5k | 35.00 | 272.31 |
|
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $9.2k | 300.00 | 30.68 |
|
|
| Critical Metals Corp Pubco Ord Shs (CRML) | 0.0 | $8.9k | 1.1k | 7.94 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $7.1k | -71% | 145.00 | 48.75 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $6.7k | 81.00 | 82.43 |
|
|
| SLB Com Stk (SLB) | 0.0 | $6.4k | 125.00 | 51.39 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $5.7k | 58.00 | 98.86 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $5.5k | 64.00 | 85.23 |
|
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $5.3k | 25.00 | 213.68 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $4.8k | NEW | 25.00 | 191.92 |
|
| UnitedHealth (UNH) | 0.0 | $4.3k | -75% | 16.00 | 270.62 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $4.1k | 37.00 | 110.86 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $3.9k | 50.00 | 78.42 |
|
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $3.9k | 275.00 | 14.25 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $3.9k | 50.00 | 77.18 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $3.8k | NEW | 25.00 | 151.28 |
|
| Amgen (AMGN) | 0.0 | $3.5k | -72% | 10.00 | 351.90 |
|
| Southern Copper Corporation (SCCO) | 0.0 | $3.4k | 20.00 | 172.10 |
|
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $3.4k | 200.00 | 17.07 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $3.4k | -81% | 55.00 | 61.05 |
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.1k | 28.00 | 110.39 |
|
|
| Target Corporation (TGT) | 0.0 | $3.0k | NEW | 25.00 | 121.20 |
|
| Compass Cl A (COMP) | 0.0 | $2.9k | 400.00 | 7.31 |
|
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $2.9k | 50.00 | 57.64 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $2.8k | 35.00 | 81.31 |
|
|
| Symbotic Class A Com (SYM) | 0.0 | $2.7k | NEW | 50.00 | 53.20 |
|
| Shake Shack Cl A (SHAK) | 0.0 | $2.7k | 30.00 | 88.50 |
|
|
| Spdr Series Trust State Street Spd (JNK) | 0.0 | $2.5k | 26.00 | 95.73 |
|
|
| Public Storage (PSA) | 0.0 | $2.2k | 8.00 | 271.00 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $1.9k | NEW | 40.00 | 47.58 |
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $1.6k | NEW | 42.00 | 37.02 |
|
| D.R. Horton (DHI) | 0.0 | $1.5k | -71% | 11.00 | 137.27 |
|
| United Sts Nat Gas Unit Par (UNG) | 0.0 | $1.5k | NEW | 125.00 | 11.74 |
|
| Nrg Energy Com New (NRG) | 0.0 | $1.5k | NEW | 10.00 | 146.20 |
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $1.4k | 50.00 | 28.44 |
|
|
| Pepsi (PEP) | 0.0 | $1.1k | 7.00 | 155.43 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $832.999500 | 15.00 | 55.53 |
|
|
| Rocket Lab Corp (RKLB) | 0.0 | $643.000000 | NEW | 10.00 | 64.30 |
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $641.000000 | +100% | 8.00 | 80.12 |
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $398.000000 | 20.00 | 19.90 |
|
|
| Amkor Technology (AMKR) | 0.0 | $316.000300 | NEW | 7.00 | 45.14 |
|
Past Filings by Legacy Bridge
SEC 13F filings are viewable for Legacy Bridge going back to 2018
- Legacy Bridge 2026 Q1 filed May 14, 2026
- Legacy Bridge 2025 Q4 filed Jan. 23, 2026
- Legacy Bridge 2025 Q3 filed Nov. 12, 2025
- Legacy Bridge 2025 Q2 filed Aug. 6, 2025
- Legacy Bridge 2025 Q1 filed May 8, 2025
- Legacy Bridge 2024 Q4 filed Jan. 22, 2025
- Legacy Bridge 2024 Q3 filed Nov. 7, 2024
- Legacy Bridge 2024 Q2 filed Aug. 6, 2024
- Legacy Bridge 2024 Q1 filed April 25, 2024
- Legacy Bridge 2023 Q4 filed Jan. 17, 2024
- Legacy Bridge 2023 Q3 filed Oct. 11, 2023
- Legacy Bridge 2023 Q2 filed July 11, 2023
- Legacy Bridge 2023 Q1 filed April 24, 2023
- Legacy Bridge 2022 Q4 filed Jan. 11, 2023
- Legacy Bridge 2022 Q3 filed Nov. 2, 2022
- Legacy Bridge 2022 Q2 filed July 21, 2022