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Legacy Private Trust

Latest statistics and disclosures from Legacy Private Trust's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, VTI, SPTM, VEA, AAPL, and represent 34.71% of Legacy Private Trust's stock portfolio.
Added to shares of these 10 stocks: IBTL (+$7.7M), LQD (+$7.2M), IBTM (+$7.0M), BSCR (+$6.8M), TLT (+$5.3M), BOND (+$5.2M), JMBS, NFLX, XLU, IVV.
Started 11 new stock positions in IBTM, BSMW, IBTL, XLP, BSSX, CGMU, MUNI, LQD, DFAC, Unilever. DFSU.
Reduced shares in these 10 stocks: JPST (-$13M), BSCP (-$12M), EDV (-$7.4M), IBTH (-$6.2M), AGG, JMST, VTI, BSCQ, SUB, GOOGL.
Sold out of its positions in ADBE, CMCSA, BSCT, BSCP, MBB, IBMN, UL, VGT, VNQ.
Legacy Private Trust was a net buyer of stock by $5.8M.
Legacy Private Trust has $1.7B in assets under management (AUM), dropping by 1.59%.
Central Index Key (CIK): 0001352547

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Portfolio Holdings for Legacy Private Trust

Legacy Private Trust holds 258 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.4	$228M		333k	684.94	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.7	$166M	-2%	495k	335.27	View chart
Spdr Series Trust State Street Spd (SPTM)	4.3	$74M		893k	82.50	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.2	$72M		1.1M	62.47	View chart
Apple (AAPL)	3.1	$52M		193k	271.86	View chart
NVIDIA Corporation (NVDA)	2.9	$49M	-2%	261k	186.50	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$38M	-2%	121k	313.00	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.1	$36M		173k	209.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.1	$35M		1.3M	26.23	View chart
Microsoft Corporation (MSFT)	2.1	$35M		72k	483.62	View chart
Broadcom (AVGO)	1.8	$31M	-3%	91k	346.10	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.6	$27M	+23%	294k	93.08	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$27M		366k	74.07	View chart
JPMorgan Chase & Co. (JPM)	1.5	$25M	+4%	78k	322.22	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.5	$25M	+14%	545k	45.69	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.4	$25M	-15%	247k	99.88	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$24M	+4%	446k	53.76	View chart
Amazon (AMZN)	1.3	$23M		98k	230.82	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$22M		298k	75.44	View chart
Wells Fargo & Company (WFC)	1.2	$20M	+4%	214k	93.20	View chart
1ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$17M		247k	67.13	View chart
Meta Platforms Cl A (META)	0.9	$15M	+4%	23k	660.09	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.8	$14M	-8%	700k	19.57	View chart
Wal-Mart Stores (WMT)	0.7	$13M	-3%	113k	111.41	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.7	$12M	+8%	548k	22.36	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$12M	+3%	19k	627.13	View chart
Eli Lilly & Co. (LLY)	0.7	$12M	-3%	11k	1074.68	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.7	$12M	+9%	583k	19.84	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.7	$12M	+21%	524k	21.95	View chart
Mastercard Incorporated Cl A (MA)	0.6	$11M		19k	570.88	View chart
Union Pacific Corporation (UNP)	0.6	$11M		46k	231.32	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$9.7M		118k	82.48	View chart
Goldman Sachs (GS)	0.6	$9.6M	-2%	11k	879.00	View chart
McKesson Corporation (MCK)	0.6	$9.6M	-9%	12k	820.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$9.5M	+2%	353k	26.91	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$9.4M		125k	75.05	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$9.1M	+4%	85k	107.11	View chart
Ge Aerospace Com New (GE)	0.5	$8.9M		29k	308.03	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.5	$8.6M	+367%	436k	19.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$8.6M		358k	24.04	View chart
Johnson & Johnson (JNJ)	0.5	$8.2M	-5%	40k	206.95	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$7.9M	-10%	76k	104.07	View chart
Costco Wholesale Corporation (COST)	0.5	$7.8M		9.0k	862.34	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.5	$7.7M	NEW	374k	20.52	View chart
Tesla Motors (TSLA)	0.4	$7.6M	+9%	17k	449.72	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$7.5M		51k	148.69	View chart
Chevron Corporation (CVX)	0.4	$7.3M		48k	152.41	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.4	$7.2M	NEW	65k	110.19	View chart
Abbvie (ABBV)	0.4	$7.1M		31k	228.49	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.4	$7.0M	NEW	302k	23.07	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$6.8M	-5%	56k	120.18	View chart
Associated Banc- (ASB)	0.4	$6.7M		261k	25.76	View chart
Lowe's Companies (LOW)	0.4	$6.7M		28k	241.16	View chart
Thermo Fisher Scientific (TMO)	0.4	$6.3M		11k	579.45	View chart
Bank of America Corporation (BAC)	0.4	$6.0M		110k	55.00	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.3	$5.9M	+2%	92k	64.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$5.6M		124k	45.51	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.3	$5.6M	+2020%	64k	87.16	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$5.4M		198k	27.43	View chart
Ameriprise Financial (AMP)	0.3	$5.4M		11k	490.34	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$5.3M	+96%	124k	42.69	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$5.3M	-54%	235k	22.47	View chart
TJX Companies (TJX)	0.3	$5.2M		34k	153.61	View chart
Visa Com Cl A (V)	0.3	$5.2M		15k	350.71	View chart
Linde SHS (LIN)	0.3	$5.2M	+7%	12k	426.39	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$4.9M	-71%	97k	50.59	View chart
Uber Technologies (UBER)	0.3	$4.8M	+4%	59k	81.71	View chart
ConocoPhillips (COP)	0.3	$4.8M	-4%	51k	93.61	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$4.7M		72k	66.00	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.3	$4.7M	+88%	33k	143.97	View chart
Fiserv (FI)	0.3	$4.7M		70k	67.17	View chart
Parker-Hannifin Corporation (PH)	0.3	$4.6M	+4%	5.2k	878.96	View chart
Listed Fds Tr Shares Lag Cap (OVL)	0.3	$4.5M	-9%	85k	53.21	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.3	$4.5M		112k	40.35	View chart
UnitedHealth (UNH)	0.3	$4.5M	-7%	14k	330.11	View chart
Palo Alto Networks (PANW)	0.3	$4.4M	-4%	24k	184.20	View chart
Proshares Tr Large Cap Cre (CSM)	0.3	$4.4M		56k	79.68	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.2	$4.2M	+35%	80k	53.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.2M	-2%	8.4k	502.65	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.2M		35k	120.34	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$4.1M		13k	313.80	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$4.1M		88k	46.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$4.0M		43k	94.16	View chart
Danaher Corporation (DHR)	0.2	$4.0M		18k	228.92	View chart
Boeing Company (BA)	0.2	$3.8M	+2%	18k	217.12	View chart
Vanguard World Extended Dur (EDV)	0.2	$3.7M	-66%	56k	65.01	View chart
McDonald's Corporation (MCD)	0.2	$3.6M	+19%	12k	305.63	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.2	$3.5M		76k	45.89	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$3.4M	-55%	67k	50.94	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.3M		17k	191.56	View chart
Netflix (NFLX)	0.2	$3.3M	+1092%	35k	93.76	View chart
Home Depot (HD)	0.2	$3.3M		9.5k	344.10	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$3.2M		19k	167.94	View chart
Kimberly-Clark Corporation (KMB)	0.2	$3.2M		32k	100.89	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$3.1M	-18%	55k	57.24	View chart
Cisco Systems (CSCO)	0.2	$3.1M	+11%	40k	77.03	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$3.1M	+90%	68k	45.35	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.0M	-3%	17k	173.49	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.2	$2.8M	+3%	26k	107.35	View chart
Walt Disney Company (DIS)	0.2	$2.8M	+4%	25k	113.77	View chart
Emerson Electric (EMR)	0.2	$2.7M	+4%	21k	132.72	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$2.7M	+37%	125k	22.02	View chart
Abbott Laboratories (ABT)	0.2	$2.6M		21k	125.29	View chart
Us Bancorp Del Com New (USB)	0.2	$2.6M	-22%	49k	53.36	View chart
Procter & Gamble Company (PG)	0.2	$2.6M	-7%	18k	143.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.5M	-3%	10k	250.31	View chart
3M Company (MMM)	0.1	$2.5M	-3%	16k	160.10	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$2.5M	NEW	91k	27.38	View chart
Nicolet Bankshares (NIC)	0.1	$2.5M	+10%	20k	121.30	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.1	$2.4M	NEW	47k	52.41	View chart
Blackrock (BLK)	0.1	$2.4M	+5%	2.2k	1070.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$2.3M	+19%	97k	23.64	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.3M		11k	199.68	View chart
Public Service Enterprise (PEG)	0.1	$2.2M		27k	80.30	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.2M		15k	141.14	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.1M	-2%	28k	76.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$2.1M		3.1k	681.92	View chart
Booking Holdings (BKNG)	0.1	$2.1M	-4%	388.00	5355.33	View chart
Amgen (AMGN)	0.1	$2.0M	-23%	6.2k	327.31	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.0M		6.3k	314.80	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$2.0M		45k	44.41	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$1.9M	+13%	34k	57.03	View chart
Qualcomm (QCOM)	0.1	$1.9M	-6%	11k	171.05	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$1.9M	-3%	41k	46.42	View chart
Merck & Co (MRK)	0.1	$1.9M	-3%	18k	105.26	View chart
Amcor Ord (AMCR)	0.1	$1.8M		219k	8.34	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.8M	+3%	19k	93.89	View chart
Altria (MO)	0.1	$1.8M	+6%	32k	57.66	View chart
Chubb (CB)	0.1	$1.8M	-6%	5.7k	312.12	View chart
Mettler-Toledo International (MTD)	0.1	$1.8M		1.3k	1394.19	View chart
Ecolab (ECL)	0.1	$1.8M	-2%	6.8k	262.52	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.8M	-12%	15k	119.35	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.1	$1.7M		41k	42.38	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$1.6M	-19%	26k	64.25	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.6M		35k	46.86	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.1	$1.6M	+17%	29k	54.77	View chart
salesforce (CRM)	0.1	$1.6M	+23%	5.9k	264.91	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M	+5%	8.0k	183.40	View chart
Nextera Energy (NEE)	0.1	$1.4M	+14%	18k	80.28	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.4M	-6%	14k	101.67	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$1.4M	+109%	58k	23.15	View chart
AutoZone (AZO)	0.1	$1.3M	-18%	395.00	3391.50	View chart
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC)	0.1	$1.3M	-9%	33k	39.83	View chart
Pepsi (PEP)	0.1	$1.3M		9.1k	143.52	View chart
Coca-Cola Company (KO)	0.1	$1.3M	+5%	19k	69.91	View chart
Caterpillar (CAT)	0.1	$1.3M		2.2k	572.87	View chart
International Business Machines (IBM)	0.1	$1.3M		4.3k	296.21	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.2M		3.3k	373.44	View chart
Progressive Corporation (PGR)	0.1	$1.2M	-2%	5.1k	227.72	View chart
Wec Energy Group (WEC)	0.1	$1.1M	-9%	11k	105.46	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.1M	-10%	4.2k	268.30	View chart
AFLAC Incorporated (AFL)	0.1	$1.1M	-7%	9.8k	110.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.1M		4.2k	252.92	View chart
Corning Incorporated (GLW)	0.1	$1.1M	+89%	12k	87.56	View chart
Oracle Corporation (ORCL)	0.1	$1.0M	+43%	5.3k	194.91	View chart
1goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$1.0M	-8%	12k	85.12	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$1.0M	-51%	40k	25.57	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$1.0M		1.7k	603.28	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$994k	-56%	9.3k	106.70	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$984k	-10%	58k	16.92	View chart
Applied Materials (AMAT)	0.1	$930k		3.6k	256.99	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$882k	-2%	5.7k	154.80	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.0	$852k		7.2k	117.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$812k		2.8k	290.22	View chart
Target Corporation (TGT)	0.0	$783k	-4%	8.0k	97.75	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.0	$781k	+62%	33k	23.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$773k	-18%	8.0k	96.16	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$772k	-2%	38k	20.60	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$766k	-5%	3.5k	219.78	View chart
Metropcs Communications (TMUS)	0.0	$766k	-2%	3.8k	203.04	View chart
Lockheed Martin Corporation (LMT)	0.0	$766k	-14%	1.6k	483.67	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.0	$763k	+80%	33k	23.50	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$755k		1.00	754800.00	View chart
Air Products & Chemicals (APD)	0.0	$752k		3.0k	247.02	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$741k	-3%	10k	71.42	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$727k	-5%	8.7k	83.75	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$715k	+97%	6.0k	119.41	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$679k	-5%	3.6k	190.99	View chart
Spdr Series Trust State Street Spd (SPIB)	0.0	$675k		20k	33.81	View chart
General Dynamics Corporation (GD)	0.0	$670k		2.0k	336.66	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$660k		7.3k	90.00	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.0	$658k	NEW	26k	25.86	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.0	$654k	NEW	26k	25.11	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.0	$650k	+100%	15k	44.71	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$646k	-3%	7.2k	89.46	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$642k		1.4k	473.30	View chart
DTE Energy Company (DTE)	0.0	$639k		5.0k	128.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$633k	+2%	13k	47.47	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$628k	-4%	2.1k	303.89	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$618k		6.4k	96.88	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$589k	-9%	5.7k	103.56	View chart
Moody's Corporation (MCO)	0.0	$585k		1.1k	510.85	View chart
Philip Morris International (PM)	0.0	$577k	+19%	3.6k	160.40	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$568k		1.2k	487.86	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$558k		8.3k	67.22	View chart
Honeywell International (HON)	0.0	$536k		2.7k	195.09	View chart
Bank First National Corporation (BFC)	0.0	$514k	-4%	4.2k	121.82	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$514k		10k	51.13	View chart
Constellation Brands Cl A (STZ)	0.0	$510k	-20%	3.7k	137.96	View chart
Chipotle Mexican Grill (CMG)	0.0	$508k	-35%	14k	37.00	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$507k	+50%	11k	45.89	View chart
American Express Company (AXP)	0.0	$501k		1.4k	369.95	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$498k	-35%	2.4k	211.79	View chart
Sherwin-Williams Company (SHW)	0.0	$487k		1.5k	324.03	View chart
Standex Int'l (SXI)	0.0	$480k		2.2k	217.28	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$462k		8.0k	58.12	View chart
Bristol Myers Squibb (BMY)	0.0	$460k	-6%	8.5k	53.94	View chart
Cummins (CMI)	0.0	$458k		898.00	510.45	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$450k		5.0k	89.43	View chart
Phillips 66 (PSX)	0.0	$439k	+8%	3.4k	129.04	View chart
Stryker Corporation (SYK)	0.0	$424k		1.2k	351.47	View chart
W.W. Grainger (GWW)	0.0	$424k		420.00	1009.05	View chart
Vulcan Materials Company (VMC)	0.0	$412k		1.4k	285.22	View chart
American Electric Power Company (AEP)	0.0	$396k	+14%	3.4k	115.31	View chart
Capital One Financial (COF)	0.0	$378k	+25%	1.6k	242.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$378k		3.1k	120.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$367k	+4%	2.4k	154.14	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$363k		2.5k	143.52	View chart
Allstate Corporation (ALL)	0.0	$362k	-37%	1.7k	208.15	View chart
Alliant Energy Corporation (LNT)	0.0	$362k	-2%	5.6k	65.01	View chart
Everest Re Group (EG)	0.0	$356k		1.1k	339.35	View chart
Deere & Company (DE)	0.0	$344k	+26%	739.00	465.57	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$335k	NEW	8.5k	39.59	View chart
Copart (CPRT)	0.0	$335k		8.6k	39.15	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	0.0	$328k	NEW	7.5k	43.43	View chart
Charles Schwab Corporation (SCHW)	0.0	$322k		3.2k	99.91	View chart
Advanced Micro Devices (AMD)	0.0	$319k	-4%	1.5k	214.16	View chart
Vanguard World Utilities Etf (VPU)	0.0	$312k		1.7k	185.04	View chart
MGE Energy (MGEE)	0.0	$297k		3.8k	78.42	View chart
Hp (HPQ)	0.0	$290k		13k	22.28	View chart
Unilever Spon Adr New	0.0	$286k	NEW	4.4k	65.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$285k	+36%	6.4k	44.42	View chart
Automatic Data Processing (ADP)	0.0	$282k		1.1k	257.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$270k		655.00	412.77	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$270k		2.5k	110.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$257k		2.1k	123.26	View chart
Colgate-Palmolive Company (CL)	0.0	$257k	-22%	3.2k	79.02	View chart
Travelers Companies (TRV)	0.0	$255k		880.00	290.06	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$253k	+3%	8.9k	28.48	View chart
Creative Media & Cmnty Tr 5.5% Pfd Ser A	0.0	$250k		10k	25.00	View chart
PNC Financial Services (PNC)	0.0	$245k		1.2k	208.73	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$239k		9.4k	25.39	View chart
Duke Energy Corp Com New (DUK)	0.0	$237k		2.0k	117.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$236k	-3%	4.2k	56.62	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$233k		3.2k	73.56	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$233k		21k	11.24	View chart
O'reilly Automotive (ORLY)	0.0	$231k	-7%	2.5k	91.21	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$230k	NEW	3.0k	77.68	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$223k	-14%	9.8k	22.88	View chart
Shell Spon Ads (SHEL)	0.0	$218k		3.0k	73.48	View chart
Fastenal Company (FAST)	0.0	$217k		5.4k	40.13	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$210k		835.00	251.17	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$202k		7.9k	25.64	View chart
Verizon Communications (VZ)	0.0	$200k		4.9k	40.73	View chart
Creative Media & Cmnty Tr Pfd Ser A1	0.0	$200k		8.0k	25.00	View chart
Neumora Therapeutics (NMRA)	0.0	$34k	+35%	19k	1.79	View chart
Akebia Therapeutics (AKBA)	0.0	$20k		12k	1.61	View chart
Grillit (GRLT)	0.0	$16k		11M	0.00	View chart

Past Filings by Legacy Private Trust

SEC 13F filings are viewable for Legacy Private Trust going back to 2011

Legacy Private Trust 2025 Q4 filed Jan. 8, 2026
Legacy Private Trust 2025 Q3 filed Oct. 8, 2025
Legacy Private Trust 2025 Q2 filed July 8, 2025
Legacy Private Trust 2025 Q1 filed April 4, 2025
Legacy Private Trust 2024 Q4 filed Jan. 8, 2025
Legacy Private Trust 2024 Q3 filed Oct. 7, 2024
Legacy Private Trust 2024 Q2 filed July 12, 2024
Legacy Private Trust 2024 Q1 filed April 10, 2024
Legacy Private Trust 2023 Q4 filed Jan. 10, 2024
Legacy Private Trust 2023 Q3 filed Oct. 11, 2023
Legacy Private Trust 2023 Q2 filed July 7, 2023
Legacy Private Trust 2023 Q1 filed April 12, 2023
Legacy Private Trust 2022 Q4 restated filed Jan. 19, 2023
Legacy Private Trust 2022 Q4 filed Jan. 6, 2023
Legacy Private Trust 2022 Q3 filed Oct. 6, 2022
Legacy Private Trust 2022 Q2 filed July 7, 2022

View all past filings

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