Legacy Bridge
Latest statistics and disclosures from Legacy Bridge's latest quarterly 13F-HR filing:
- Top 5 stock holdings are GEV, STRL, NVDA, CAT, AVGO, and represent 16.46% of Legacy Bridge's stock portfolio.
- Added to shares of these 10 stocks: TER, STX, POWL, RKLB, BWXT, IWF, VO, PWR, IAU, NBIS.
- Started 14 new stock positions in WTW, HYLN, SOFI, WBD, POWL, TER, SWBI, BWXT, RGR, LASR. FDXF, STX, Roundhill Memory Etf, AOUT.
- Reduced shares in these 10 stocks: STRL, NVDA, AVGO, , WTBA, GEV, INTU, TMUS, J, BRK.B.
- Sold out of its positions in BKNG, CELH, CSCO, GE, IBM, INTU, PM, RTX, JNK, CRM. VEEV, V.
- Legacy Bridge was a net buyer of stock by $2.2M.
- Legacy Bridge has $324M in assets under management (AUM), dropping by 23.48%.
- Central Index Key (CIK): 0001689144
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Portfolio Holdings for Legacy Bridge
Legacy Bridge holds 322 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ge Vernova (GEV) | 4.1 | $13M | -3% | 11k | 1174.86 |
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| Sterling Construction Company (STRL) | 3.8 | $12M | -23% | 15k | 839.36 |
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| NVIDIA Corporation (NVDA) | 3.6 | $12M | -9% | 59k | 200.09 |
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| Caterpillar (CAT) | 2.5 | $8.2M | 7.7k | 1064.90 |
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| Broadcom (AVGO) | 2.4 | $7.7M | -9% | 20k | 377.75 |
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| Micron Technology (MU) | 2.3 | $7.4M | 6.4k | 1154.29 |
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| Palantir Technologies Cl A (PLTR) | 2.2 | $7.1M | 60k | 116.67 |
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| Arista Networks Com Shs (ANET) | 2.1 | $6.7M | 40k | 169.88 |
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| Vertiv Holdings Com Cl A (VRT) | 2.1 | $6.7M | 20k | 334.82 |
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| Celestica (CLS) | 2.0 | $6.4M | 18k | 364.80 |
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| West Bancorporation Cap Stk (WTBA) | 1.8 | $6.0M | -8% | 226k | 26.53 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 1.7 | $5.6M | 12k | 477.57 |
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| Nebius Group Shs Class A (NBIS) | 1.6 | $5.3M | +2% | 19k | 276.17 |
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| Advanced Micro Devices (AMD) | 1.6 | $5.3M | +2% | 9.2k | 580.91 |
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| Eli Lilly & Co. (LLY) | 1.5 | $4.8M | 4.0k | 1199.43 |
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| Amazon (AMZN) | 1.4 | $4.5M | 19k | 238.34 |
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| Wal-Mart Stores (WMT) | 1.4 | $4.4M | 39k | 113.26 |
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| Eaton Corp SHS (ETN) | 1.3 | $4.3M | 10k | 426.12 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 1.3 | $4.2M | 2.1k | 1989.44 |
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| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.3 | $4.1M | 15k | 271.95 |
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| Palo Alto Networks (PANW) | 1.2 | $3.8M | 11k | 341.02 |
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| Western Digital (WDC) | 1.2 | $3.8M | +2% | 5.9k | 638.72 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $3.8M | -5% | 7.6k | 500.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $3.8M | 11k | 353.33 |
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| Johnson Controls Internation SHS (JCI) | 1.1 | $3.4M | 23k | 146.11 |
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| Microsoft Corporation (MSFT) | 1.1 | $3.4M | 9.1k | 373.02 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.0 | $3.3M | 4.4k | 748.89 |
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| JPMorgan Chase & Co. (JPM) | 1.0 | $3.2M | 9.7k | 327.33 |
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| Parker-Hannifin Corporation (PH) | 1.0 | $3.1M | 3.2k | 978.12 |
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| Hewlett Packard Enterprise (HPE) | 1.0 | $3.1M | +2% | 69k | 45.11 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.9 | $3.1M | +3% | 7.8k | 393.97 |
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| Teradyne (TER) | 0.9 | $3.0M | NEW | 6.3k | 483.84 |
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| Ishares Core Msci Emkt (IEMG) | 0.9 | $2.9M | 34k | 82.84 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.9 | $2.8M | NEW | 3.0k | 965.00 |
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| Quanta Services (PWR) | 0.9 | $2.8M | +6% | 3.9k | 720.04 |
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| Bank of New York Mellon Corporation (BNY) | 0.8 | $2.7M | 19k | 144.61 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.8 | $2.7M | 9.1k | 300.45 |
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| Apple (AAPL) | 0.8 | $2.7M | 9.4k | 289.36 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.8 | $2.6M | 36k | 71.25 |
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| Costco Wholesale Corporation (COST) | 0.8 | $2.6M | 2.8k | 935.47 |
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| Deere & Company (DE) | 0.8 | $2.6M | 4.0k | 634.33 |
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| Valero Energy Corporation (VLO) | 0.7 | $2.4M | 9.3k | 260.44 |
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| Williams-Sonoma (WSM) | 0.7 | $2.4M | 10k | 233.10 |
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| Principal Exchange Traded Spectrum Pfd (PREF) | 0.7 | $2.3M | 123k | 19.06 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $2.2M | 26k | 85.49 |
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| Oklo Com Cl A (OKLO) | 0.7 | $2.1M | 41k | 52.33 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $2.1M | 22k | 95.44 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.6 | $2.1M | 19k | 110.32 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.6 | $2.1M | 9.3k | 221.20 |
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| Home Depot (HD) | 0.6 | $2.0M | 5.7k | 352.68 |
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| ESCO Technologies (ESE) | 0.6 | $2.0M | 5.7k | 350.04 |
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| Freeport Mcmoran CL B (FCX) | 0.6 | $2.0M | 31k | 62.89 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.9M | +2% | 14k | 136.72 |
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| Axon Enterprise (AXON) | 0.6 | $1.9M | -6% | 3.5k | 560.61 |
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| Centrus Energy Corp Cl A (LEU) | 0.6 | $1.9M | 11k | 167.87 |
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| Nxp Semiconductors N V (NXPI) | 0.6 | $1.9M | 6.8k | 281.03 |
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| Morgan Stanley Com New (MS) | 0.6 | $1.8M | 8.8k | 209.04 |
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| Citigroup Com New (C) | 0.6 | $1.8M | 13k | 139.96 |
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| Ishares Tr Rus Mdcp Val Etf (IWS) | 0.6 | $1.8M | 11k | 164.60 |
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| Equinix (EQIX) | 0.6 | $1.8M | 1.7k | 1042.39 |
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| Qualcomm (QCOM) | 0.6 | $1.8M | 9.7k | 184.79 |
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| Lowe's Companies (LOW) | 0.5 | $1.8M | 8.0k | 220.49 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.5 | $1.8M | 48k | 36.87 |
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| Spdr Series Trust St Str Sp Biot (XBI) | 0.5 | $1.7M | -2% | 11k | 158.25 |
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| Fifth Third Ban (FITB) | 0.5 | $1.7M | 30k | 56.37 |
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| Digital Realty Trust (DLR) | 0.5 | $1.7M | 9.4k | 179.58 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.5 | $1.6M | 16k | 103.88 |
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| Powell Industries (POWL) | 0.5 | $1.6M | NEW | 5.7k | 286.36 |
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| Nextpower Class A Com (NXT) | 0.5 | $1.6M | 14k | 119.14 |
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| Intuitive Surgical Com New (ISRG) | 0.5 | $1.6M | -3% | 4.0k | 397.68 |
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| National Fuel Gas (NFG) | 0.5 | $1.5M | +4% | 19k | 77.21 |
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| Nasdaq Omx (NDAQ) | 0.4 | $1.4M | 18k | 78.82 |
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| Chevron Corporation (CVX) | 0.4 | $1.4M | 8.6k | 165.76 |
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| Blackrock (BLK) | 0.4 | $1.4M | 1.5k | 961.56 |
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| Rocket Lab Corp (RKLB) | 0.4 | $1.4M | +138400% | 14k | 101.65 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $1.4M | +4% | 23k | 59.69 |
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| Meta Platforms Cl A (META) | 0.4 | $1.3M | 2.4k | 563.29 |
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| Snowflake Com Shs (SNOW) | 0.4 | $1.3M | 5.2k | 254.50 |
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| Vistra Energy (VST) | 0.4 | $1.3M | 8.3k | 158.63 |
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| Insight Enterprises (NSIT) | 0.4 | $1.3M | 10k | 121.80 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.4 | $1.2M | +11% | 9.9k | 121.42 |
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| Bwx Technologies (BWXT) | 0.4 | $1.2M | NEW | 6.0k | 194.65 |
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| Cameco Corporation (CCJ) | 0.4 | $1.2M | 12k | 101.86 |
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| Global X Fds Gb Msci Ar Etf (ARGT) | 0.4 | $1.1M | 13k | 91.30 |
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| Nextera Energy (NEE) | 0.3 | $1.1M | 13k | 87.77 |
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| Rio Tinto Sponsored Adr (RIO) | 0.3 | $1.1M | 12k | 94.93 |
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| Ishares Msci Mexico Etf (EWW) | 0.3 | $1.1M | -15% | 14k | 75.27 |
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| MercadoLibre (MELI) | 0.3 | $1.1M | 635.00 | 1697.39 |
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| Goldman Sachs (GS) | 0.3 | $1.1M | -5% | 1.1k | 1011.37 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.1M | 2.1k | 501.36 |
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| Caretrust Reit (CTRE) | 0.3 | $1.1M | 26k | 40.35 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $995k | 1.4k | 686.81 |
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| Danaher Corporation (DHR) | 0.3 | $974k | -2% | 5.1k | 190.48 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $958k | 35k | 27.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $948k | -4% | 2.7k | 357.37 |
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| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $941k | 70k | 13.36 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.3 | $925k | 6.3k | 146.41 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $909k | +4% | 12k | 77.11 |
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| Metropcs Communications (TMUS) | 0.3 | $870k | -21% | 5.2k | 167.73 |
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| Union Pacific Corporation (UNP) | 0.3 | $862k | +6% | 3.2k | 272.00 |
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| Stryker Corporation (SYK) | 0.3 | $847k | 2.7k | 314.84 |
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| Tractor Supply Company (TSCO) | 0.3 | $846k | -18% | 27k | 31.61 |
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| TJX Companies (TJX) | 0.3 | $822k | -3% | 5.4k | 151.50 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $819k | 23k | 36.13 |
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| Ionq Inc Pipe (IONQ) | 0.2 | $799k | +11% | 15k | 53.26 |
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| Jacobs Engineering Group (J) | 0.2 | $789k | -20% | 6.3k | 126.00 |
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| Pfizer (PFE) | 0.2 | $770k | +5% | 32k | 24.08 |
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| Tempus Ai Cl A (TEM) | 0.2 | $768k | 13k | 57.93 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.2 | $737k | -20% | 12k | 64.01 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.2 | $666k | -19% | 12k | 56.48 |
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| AeroVironment (AVAV) | 0.2 | $643k | -13% | 3.9k | 165.07 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $596k | 4.3k | 137.53 |
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| Procter & Gamble Company (PG) | 0.2 | $592k | -8% | 4.0k | 146.64 |
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| H&R Block (HRB) | 0.2 | $581k | 15k | 38.08 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.2 | $575k | +6% | 770.00 | 747.09 |
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| Servicenow (NOW) | 0.2 | $549k | 5.5k | 99.28 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $531k | -22% | 9.2k | 57.84 |
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| Wells Fargo & Company (WFC) | 0.2 | $518k | -2% | 6.3k | 82.64 |
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| Astera Labs (ALAB) | 0.2 | $498k | 1.0k | 483.02 |
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| ConocoPhillips (COP) | 0.2 | $492k | -6% | 4.7k | 103.96 |
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| Northern Trust Corporation (NTRS) | 0.1 | $469k | 2.7k | 173.84 |
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| Toyota Motor Corp Ads (TM) | 0.1 | $455k | -26% | 2.7k | 168.42 |
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| Ab Active Etfs Intl Low Volatlt (ILOW) | 0.1 | $444k | 9.8k | 45.46 |
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| Cme (CME) | 0.1 | $441k | 2.0k | 220.83 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $436k | 8.3k | 52.41 |
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| McDonald's Corporation (MCD) | 0.1 | $427k | 1.6k | 270.31 |
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| Boston Scientific Corporation (BSX) | 0.1 | $414k | -31% | 9.7k | 42.68 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $373k | +300% | 3.0k | 124.17 |
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| Canadian Pacific Kansas City (CP) | 0.1 | $367k | 4.2k | 86.65 |
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| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.1 | $332k | 6.6k | 50.39 |
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| Workiva Com Cl A (WK) | 0.1 | $323k | 6.7k | 48.51 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $314k | +92% | 4.2k | 75.51 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $313k | +300% | 3.9k | 80.57 |
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| Etfs Gold Tr Physcl Gold Shs (SGOL) | 0.1 | $311k | 8.1k | 38.23 |
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| Carrier Global Corporation (CARR) | 0.1 | $311k | 4.2k | 73.35 |
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| Navitas Semiconductor Corp-a (NVTS) | 0.1 | $303k | 17k | 17.92 |
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| Cambria Etf Tr Global Value Etf (GVAL) | 0.1 | $298k | 8.3k | 36.02 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $290k | -4% | 565.00 | 513.60 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.1 | $285k | 1.4k | 197.60 |
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| Workday Cl A (WDAY) | 0.1 | $282k | 2.3k | 122.42 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $280k | +22% | 380.00 | 736.46 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $278k | 1.9k | 148.31 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $274k | 537.00 | 509.46 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $266k | +4% | 2.3k | 117.50 |
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| Abbott Laboratories (ABT) | 0.1 | $253k | 2.8k | 90.74 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $248k | 8.4k | 29.43 |
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| Constellation Brands Cl A (STZ) | 0.1 | $239k | 1.7k | 139.09 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $239k | 313.00 | 763.14 |
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| Qorvo (QRVO) | 0.1 | $238k | 2.5k | 93.27 |
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| Vanguard Scottsdale Fds Vng Rus1000val (VONV) | 0.1 | $225k | 2.1k | 106.31 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $222k | 600.00 | 370.04 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $221k | 6.3k | 34.81 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $221k | 908.00 | 242.99 |
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| American Express Company (AXP) | 0.1 | $217k | 640.00 | 338.25 |
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| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.1 | $201k | 656.00 | 306.30 |
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| Southern Company (SO) | 0.1 | $201k | 2.1k | 95.71 |
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| Biogen Idec (BIIB) | 0.1 | $190k | 880.00 | 216.06 |
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| Netflix (NFLX) | 0.1 | $190k | -16% | 2.7k | 71.40 |
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| Ishares Tr Msci Uk Etf New (EWU) | 0.1 | $185k | 4.0k | 46.14 |
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| CVS Caremark Corporation (CVS) | 0.1 | $184k | 1.8k | 103.45 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $184k | 502.00 | 365.70 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $175k | 1.2k | 147.73 |
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| Invesco Exchange Traded Fd T S&p500 Eql Hlt (RSPH) | 0.1 | $173k | 5.2k | 33.19 |
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| Iren Ordinary Shares (IREN) | 0.1 | $173k | 3.8k | 45.73 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $165k | 728.00 | 227.06 |
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| Vanguard Admiral Fds 500 Val Idx Fd (VOOV) | 0.1 | $164k | 750.00 | 219.21 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $162k | +500% | 1.9k | 86.14 |
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| Knight-swift Transn Hldgs In Cl A (KNX) | 0.0 | $161k | 2.1k | 77.87 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.0 | $153k | +41% | 340.00 | 450.98 |
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| Prudential Financial (PRU) | 0.0 | $151k | 1.4k | 107.93 |
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| Vanguard Index Fds Value Etf (VTV) | 0.0 | $146k | 671.00 | 217.93 |
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| Hyliion Holdings Corp Common Stock (HYLN) | 0.0 | $140k | NEW | 27k | 5.21 |
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| Casey's General Stores (CASY) | 0.0 | $136k | 171.00 | 794.80 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $135k | 4.0k | 33.84 |
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| United Parcel Svcs CL B (UPS) | 0.0 | $132k | 1.2k | 107.50 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.0 | $130k | 2.6k | 50.23 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $130k | 1.6k | 83.75 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $119k | 465.00 | 255.67 |
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| Tesla Motors (TSLA) | 0.0 | $114k | 270.00 | 420.60 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.0 | $111k | 4.6k | 24.14 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.0 | $105k | 1.0k | 102.16 |
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| Ecolab (ECL) | 0.0 | $105k | 375.00 | 278.61 |
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| Oracle Corporation (ORCL) | 0.0 | $103k | 705.00 | 146.55 |
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| Dell Technologies CL C (DELL) | 0.0 | $101k | +94% | 233.00 | 431.46 |
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| Manulife Finl Corp (MFC) | 0.0 | $100k | 2.5k | 40.51 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.0 | $97k | 1.5k | 64.71 |
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| Sandisk Corp (SNDK) | 0.0 | $91k | 40.00 | 2273.75 |
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| Corteva (CTVA) | 0.0 | $89k | 1.0k | 84.69 |
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| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.0 | $86k | 1.6k | 53.79 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.0 | $80k | 1.5k | 53.61 |
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| Ishares Msci Japan Etf (EWJ) | 0.0 | $79k | +21% | 850.00 | 93.27 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.0 | $78k | 1.5k | 54.03 |
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| Invesco Db Us Dlr Index Tr Bearish Fd (UDN) | 0.0 | $76k | 4.3k | 17.86 |
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| Applied Materials (AMAT) | 0.0 | $74k | -38% | 102.00 | 723.00 |
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| Diageo Spon Adr New (DEO) | 0.0 | $72k | 895.00 | 80.38 |
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| Intel Corporation (INTC) | 0.0 | $70k | 500.00 | 139.63 |
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| Suncor Energy (SU) | 0.0 | $64k | 1.2k | 53.68 |
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| Principal Financial (PFG) | 0.0 | $61k | 570.00 | 107.78 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.0 | $58k | 1.2k | 49.28 |
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| Intercontinental Exchange (ICE) | 0.0 | $58k | 470.00 | 123.11 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $56k | 128.00 | 433.34 |
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| Ishares Tr Select Divid Etf (DVY) | 0.0 | $55k | 350.00 | 156.30 |
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| Darling International (DAR) | 0.0 | $55k | 1.0k | 54.62 |
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| Emerson Electric (EMR) | 0.0 | $54k | 380.00 | 143.15 |
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| Marvell Technology (MRVL) | 0.0 | $54k | 180.00 | 297.89 |
|
|
| Masco Corporation (MAS) | 0.0 | $53k | 650.00 | 81.37 |
|
|
| Capital One Financial (COF) | 0.0 | $53k | 262.00 | 200.62 |
|
|
| Roundhill Etf Trust Memory Etf | 0.0 | $52k | NEW | 705.00 | 73.85 |
|
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.0 | $49k | 710.00 | 69.08 |
|
|
| Ishares Tr Ibds Dec28 Etf (IBDT) | 0.0 | $48k | 1.9k | 25.25 |
|
|
| Mp Materials Corp Com Cl A (MP) | 0.0 | $48k | 850.00 | 56.01 |
|
|
| Invesco Currencyshares Euro Euro Shs (FXE) | 0.0 | $47k | 450.00 | 105.44 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $47k | 600.00 | 77.54 |
|
|
| Novartis Sponsored Adr (NVS) | 0.0 | $46k | 292.00 | 156.72 |
|
|
| Ishares Tr Latn Amer 40 Etf (ILF) | 0.0 | $44k | 1.3k | 33.75 |
|
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $43k | -8% | 230.00 | 185.23 |
|
| PPG Industries (PPG) | 0.0 | $43k | -25% | 350.00 | 121.29 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.0 | $42k | 236.00 | 178.60 |
|
|
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 0.0 | $41k | 909.00 | 44.85 |
|
|
| Goldman Sachs Etf Tr Activebeta Int (GSIE) | 0.0 | $40k | 883.00 | 45.70 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $39k | +900% | 130.00 | 301.72 |
|
| Innventure (INV) | 0.0 | $38k | 7.5k | 5.07 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $35k | 1.5k | 23.13 |
|
|
| Spdr Index Shs Fds St Port Mark Etf (SPEM) | 0.0 | $35k | 671.00 | 51.78 |
|
|
| Ishares Tr Ibonds Dec2026 (IBDR) | 0.0 | $34k | 1.4k | 24.23 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $34k | 65.00 | 515.23 |
|
|
| Ishares Tr Ibonds 27 Etf (IBDS) | 0.0 | $33k | -3% | 1.4k | 24.22 |
|
| Invesco Exch Traded Fd Tr Ii S&p Gbl Water (CGW) | 0.0 | $33k | 500.00 | 65.73 |
|
|
| Cardinal Health (CAH) | 0.0 | $32k | -25% | 135.00 | 237.56 |
|
| FedEx Corporation (FDX) | 0.0 | $31k | 100.00 | 313.13 |
|
|
| AmerisourceBergen (COR) | 0.0 | $31k | 110.00 | 282.98 |
|
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $31k | 400.00 | 76.55 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $31k | 305.00 | 100.28 |
|
|
| Arch Cap Group Ord (ACGL) | 0.0 | $30k | 313.00 | 97.06 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $30k | 295.00 | 102.19 |
|
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $30k | 442.00 | 67.93 |
|
|
| Datadog Cl A Com (DDOG) | 0.0 | $29k | 112.00 | 260.37 |
|
|
| Texas Pacific Land Corp (TPL) | 0.0 | $29k | +29% | 66.00 | 437.65 |
|
| On Hldg Namen Akt A (ONON) | 0.0 | $29k | +6% | 805.00 | 35.42 |
|
| AvalonBay Communities (AVB) | 0.0 | $28k | 150.00 | 188.69 |
|
|
| Select Sector Spdr Tr St Str Mater Etf (XLB) | 0.0 | $26k | 510.00 | 50.83 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.0 | $26k | 1.1k | 24.55 |
|
|
| Lumentum Hldgs (LITE) | 0.0 | $26k | 30.00 | 858.07 |
|
|
| Cipher Mining (CIFR) | 0.0 | $25k | 1.0k | 24.50 |
|
|
| SYSCO Corporation (SYY) | 0.0 | $25k | 295.00 | 83.58 |
|
|
| Smith & Wesson Brands (SWBI) | 0.0 | $25k | NEW | 1.6k | 15.04 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.0 | $24k | 248.00 | 96.37 |
|
|
| Applied Optoelectronics (AAOI) | 0.0 | $22k | 150.00 | 148.16 |
|
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $22k | 140.00 | 154.29 |
|
|
| Ishares Tr Glb Infrastr Etf (IGF) | 0.0 | $21k | 317.00 | 66.60 |
|
|
| EQT Corporation (EQT) | 0.0 | $21k | 395.00 | 53.17 |
|
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $21k | 132.00 | 158.67 |
|
|
| At&t (T) | 0.0 | $21k | +14% | 1.0k | 20.70 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.0 | $21k | 300.00 | 68.41 |
|
|
| Cadence Design Systems (CDNS) | 0.0 | $20k | 54.00 | 375.33 |
|
|
| Draftkings Com Cl A (DKNG) | 0.0 | $20k | 800.00 | 25.26 |
|
|
| Lennar Corp Cl A (LEN) | 0.0 | $20k | 215.00 | 90.49 |
|
|
| Dow (DOW) | 0.0 | $20k | 711.00 | 27.36 |
|
|
| Ishares Tr Cre U S Reit Etf (USRT) | 0.0 | $19k | 291.00 | 66.45 |
|
|
| Everpure Cl A (P) | 0.0 | $19k | 235.00 | 78.79 |
|
|
| Xpo Logistics Inc equity (XPO) | 0.0 | $19k | 90.00 | 205.30 |
|
|
| Mongodb Cl A (MDB) | 0.0 | $19k | 55.00 | 335.91 |
|
|
| Dominion Resources (D) | 0.0 | $17k | 245.00 | 68.29 |
|
|
| Watsco, Incorporated (WSO) | 0.0 | $17k | 40.00 | 416.75 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.0 | $17k | 187.00 | 89.01 |
|
|
| Eos Energy Enterprises Com Cl A (EOSE) | 0.0 | $17k | 2.8k | 5.88 |
|
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.0 | $16k | 440.00 | 36.26 |
|
|
| Willis Towers Watson SHS (WTW) | 0.0 | $16k | NEW | 60.00 | 261.38 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 0.0 | $16k | 158.00 | 98.98 |
|
|
| Invesco Exch Traded Fd Tr Ii Msci Gbl Timbr (CUT) | 0.0 | $15k | 539.00 | 27.95 |
|
|
| Ishares Msci Eurzone Etf (EZU) | 0.0 | $15k | +7% | 215.00 | 69.50 |
|
| Markel Corporation (MKL) | 0.0 | $14k | 7.00 | 1953.14 |
|
|
| Sturm, Ruger & Company (RGR) | 0.0 | $13k | NEW | 350.00 | 37.85 |
|
| Electronic Arts (EA) | 0.0 | $12k | 60.00 | 205.05 |
|
|
| Moody's Corporation (MCO) | 0.0 | $11k | 25.00 | 452.92 |
|
|
| Sofi Technologies (SOFI) | 0.0 | $11k | NEW | 600.00 | 17.93 |
|
| Vulcan Materials Company (VMC) | 0.0 | $10k | 35.00 | 295.03 |
|
|
| Critical Metals Corp Pubco Ord Shs (CRML) | 0.0 | $10k | -11% | 1.0k | 10.25 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $9.6k | -6% | 100.00 | 95.98 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.0 | $9.5k | 300.00 | 31.71 |
|
|
| Arm Holdings Sponsored Ads (ARM) | 0.0 | $8.9k | 25.00 | 354.60 |
|
|
| Bank of America Corporation (BAC) | 0.0 | $8.3k | 145.00 | 56.99 |
|
|
| Fedex Fght Hldg Common Stock (FDXF) | 0.0 | $7.6k | NEW | 50.00 | 151.00 |
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $7.2k | 81.00 | 88.54 |
|
|
| UnitedHealth (UNH) | 0.0 | $6.7k | 16.00 | 415.69 |
|
|
| Abbvie (ABBV) | 0.0 | $6.5k | -83% | 26.00 | 251.65 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $6.4k | NEW | 241.00 | 26.66 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $6.1k | 25.00 | 242.44 |
|
|
| Colgate-Palmolive Company (CL) | 0.0 | $5.9k | 64.00 | 91.69 |
|
|
| SLB Com Stk (SLB) | 0.0 | $5.8k | 125.00 | 46.50 |
|
|
| Nlight (LASR) | 0.0 | $5.6k | NEW | 80.00 | 69.62 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.0 | $5.3k | 25.00 | 212.80 |
|
|
| Post Holdings Inc Common (POST) | 0.0 | $5.1k | 58.00 | 88.28 |
|
|
| Compass Cl A (COMP) | 0.0 | $4.9k | 400.00 | 12.33 |
|
|
| Cloudflare Cl A Com (NET) | 0.0 | $4.9k | -88% | 20.00 | 245.30 |
|
| American Outdoor (AOUT) | 0.0 | $4.8k | NEW | 407.00 | 11.74 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $4.3k | 275.00 | 15.75 |
|
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $4.0k | 37.00 | 107.14 |
|
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $3.9k | 50.00 | 77.92 |
|
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 0.0 | $3.8k | 50.00 | 76.70 |
|
|
| Amgen (AMGN) | 0.0 | $3.6k | 10.00 | 362.20 |
|
|
| Southern Copper Corporation (SCCO) | 0.0 | $3.5k | 20.00 | 174.30 |
|
|
| Target Corporation (TGT) | 0.0 | $3.3k | 25.00 | 130.64 |
|
|
| Ishares Tr Tips Bd Etf (TIP) | 0.0 | $3.1k | 28.00 | 109.46 |
|
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $3.1k | 55.00 | 55.51 |
|
|
| Fidelity Covington Trust Msci Matls Index (FMAT) | 0.0 | $2.9k | 50.00 | 58.52 |
|
|
| Crown Castle Intl (CCI) | 0.0 | $2.7k | 35.00 | 75.74 |
|
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $2.6k | 200.00 | 12.76 |
|
|
| Public Storage (PSA) | 0.0 | $2.5k | 8.00 | 318.38 |
|
|
| Symbotic Class A Com (SYM) | 0.0 | $2.2k | 50.00 | 44.96 |
|
|
| Crispr Therapeutics Namen Akt (CRSP) | 0.0 | $2.2k | 40.00 | 54.55 |
|
|
| D.R. Horton (DHI) | 0.0 | $1.8k | 11.00 | 162.91 |
|
|
| Shake Shack Cl A (SHAK) | 0.0 | $1.7k | 30.00 | 56.03 |
|
|
| Versant Media Group Com Cl A (VSNT) | 0.0 | $1.5k | 42.00 | 36.02 |
|
|
| United Sts Nat Gas Unit Par (UNG) | 0.0 | $1.5k | 125.00 | 11.72 |
|
|
| Nrg Energy Com New (NRG) | 0.0 | $1.5k | 10.00 | 146.10 |
|
|
| Kraneshares Trust Csi Chi Internet (KWEB) | 0.0 | $1.2k | 50.00 | 24.48 |
|
|
| Pepsi (PEP) | 0.0 | $948.000200 | 7.00 | 135.43 |
|
|
| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.0 | $922.000500 | 15.00 | 61.47 |
|
|
| Ishares Tr Expanded Tech (IGV) | 0.0 | $725.000000 | 8.00 | 90.62 |
|
|
| Amkor Technology (AMKR) | 0.0 | $603.999900 | 7.00 | 86.29 |
|
|
| Grayscale Ethereum Staking Shs New (ETH) | 0.0 | $301.000000 | 20.00 | 15.05 |
|
Past Filings by Legacy Bridge
SEC 13F filings are viewable for Legacy Bridge going back to 2018
- Legacy Bridge 2026 Q2 filed Aug. 13, 2026
- 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