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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, VEA, BND, SPTM, and represent 34.00% of Legacy Private Trust's stock portfolio.
Added to shares of these 10 stocks: BND (+$31M), LLY (+$12M), NOBL, BOND, MUNI, CGMU, LRCX, JMST, LQD, EVIM.
Started 10 new stock positions in ROST, VNQ, INTC, HONA, XLI, ASML, C, MRVL, HON, GEV.
Reduced shares in these 10 stocks: SPTM (-$24M), VXUS (-$6.4M), VTI (-$6.0M), IVV, ASB, AAPL, NVDA, AVGO, GOOGL, EDV.
Sold out of its positions in AMAT, Honeywell International, Ishares Tr, NKE, ZROZ.
Legacy Private Trust was a net buyer of stock by $13M.
Legacy Private Trust has $1.8B in assets under management (AUM), dropping by 11.09%.
Central Index Key (CIK): 0001352547

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Portfolio Holdings for Legacy Private Trust

Legacy Private Trust holds 262 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
Ishares Tr Core S&p500 Etf (IVV)	13.5	$244M		326k	748.89	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.7	$174M	-3%	471k	370.04	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.4	$80M		1.1M	71.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	3.2	$58M	+113%	793k	73.41	View chart
1spdr Series Trust ST STR PR SP1500 (SPTM)	3.1	$57M	-29%	627k	90.79	View chart
Apple (AAPL)	3.0	$55M	-3%	189k	289.36	View chart
NVIDIA Corporation (NVDA)	2.7	$49M	-3%	243k	200.09	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.2	$40M	-3%	163k	246.21	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.2	$40M	-4%	113k	357.37	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.0	$36M	-2%	1.3M	28.96	View chart
Broadcom (AVGO)	1.8	$33M	-5%	87k	377.75	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.7	$31M	+12%	331k	92.21	View chart
Eli Lilly & Co. (LLY)	1.6	$29M	+67%	24k	1199.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$28M		463k	59.69	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.5	$27M	+4%	602k	44.99	View chart
Microsoft Corporation (MSFT)	1.5	$26M		71k	373.02	View chart
JPMorgan Chase & Co. (JPM)	1.4	$25M		75k	327.33	View chart
Amazon (AMZN)	1.2	$22M	-2%	93k	238.34	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.2	$22M	+2%	220k	98.98	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$19M	-25%	216k	85.49	View chart
Wells Fargo & Company (WFC)	1.0	$18M		218k	82.64	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$17M	-2%	226k	76.11	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$13M	+2%	20k	686.81	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.7	$13M	+5%	581k	22.14	View chart
Meta Platforms Cl A (META)	0.7	$12M		22k	563.29	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.7	$12M	+3%	556k	21.65	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$12M	-2%	607k	19.52	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.6	$11M	+5%	578k	19.54	View chart
Wal-Mart Stores (WMT)	0.6	$11M		99k	113.26	View chart
Union Pacific Corporation (UNP)	0.6	$11M	-4%	41k	272.00	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$11M	+18%	102k	109.07	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$11M	-3%	118k	90.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$11M		361k	29.43	View chart
Goldman Sachs (GS)	0.6	$11M	-3%	11k	1011.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.6	$10M	+9%	522k	19.61	View chart
Ge Aerospace Com New (GE)	0.6	$10M		27k	373.73	View chart
Mastercard Incorporated Cl A (MA)	0.6	$10M		20k	513.60	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$9.8M		355k	27.70	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$9.8M	-2%	110k	89.01	View chart
Johnson & Johnson (JNJ)	0.5	$9.2M		36k	253.97	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.5	$9.2M	+6%	456k	20.19	View chart
Palo Alto Networks (PANW)	0.5	$8.8M	-3%	26k	341.02	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$8.8M	-2%	46k	190.52	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.5	$8.5M	+10%	376k	22.70	View chart
Abbvie (ABBV)	0.5	$8.3M	+4%	33k	251.64	View chart
McKesson Corporation (MCK)	0.5	$8.2M	-2%	11k	755.60	View chart
1ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$8.1M	+17%	94k	86.42	View chart
Costco Wholesale Corporation (COST)	0.4	$8.0M		8.6k	935.47	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$7.8M	-4%	53k	148.31	View chart
Ishares Tr National Mun Etf (MUB)	0.4	$7.8M	-10%	72k	107.62	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$7.7M	+89%	137k	56.16	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$7.3M	-10%	44k	164.27	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.4	$7.2M	+63%	136k	52.60	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.4	$7.0M	-3%	90k	78.03	View chart
Tesla Motors (TSLA)	0.4	$7.0M		17k	420.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.4	$6.9M	-6%	107k	64.50	View chart
Chevron Corporation (CVX)	0.4	$6.7M	-2%	40k	165.76	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.4	$6.4M	+56%	234k	27.47	View chart
Morgan Stanley Etf Trust Eato Van Mu Etf (EVIM)	0.3	$6.2M	+32%	117k	53.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$6.0M	-2%	189k	31.71	View chart
Bank of America Corporation (BAC)	0.3	$5.9M	-2%	103k	56.98	View chart
Linde SHS (LIN)	0.3	$5.7M	-2%	11k	518.94	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$5.6M		123k	45.34	View chart
Associated Banc- (ASB)	0.3	$5.4M	-32%	176k	30.77	View chart
Thermo Fisher Scientific (TMO)	0.3	$5.3M	-2%	11k	501.36	View chart
Lowe's Companies (LOW)	0.3	$5.2M	-12%	24k	220.49	View chart
Visa Com Cl A (V)	0.3	$5.1M		15k	343.09	View chart
UnitedHealth (UNH)	0.3	$4.9M	-6%	12k	415.63	View chart
Parker-Hannifin Corporation (PH)	0.3	$4.8M		4.9k	978.12	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$4.8M		14k	353.33	View chart
TJX Companies (TJX)	0.3	$4.8M	-3%	31k	151.50	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.3	$4.7M		106k	44.03	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$4.5M	-3%	59k	77.11	View chart
ConocoPhillips (COP)	0.2	$4.5M	-2%	43k	103.96	View chart
Exxon Mobil Corporation (XOM)	0.2	$4.4M		32k	136.72	View chart
Proshares Tr Large Cap Cre (CSM)	0.2	$4.4M	-4%	52k	85.22	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$4.2M		79k	54.03	View chart
Texas Instruments Incorporated (TXN)	0.2	$4.2M	-2%	14k	298.07	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.2M		8.3k	500.39	View chart
Corning Incorporated (GLW)	0.2	$4.1M	+18%	16k	255.43	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$4.1M	-10%	80k	50.57	View chart
Cisco Systems (CSCO)	0.2	$4.1M	-3%	35k	117.46	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$4.0M	+24%	182k	21.92	View chart
Home Depot (HD)	0.2	$4.0M	+19%	11k	352.68	View chart
Ameriprise Financial (AMP)	0.2	$4.0M	-8%	8.7k	458.76	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$3.8M	-14%	171k	22.37	View chart
Boeing Company (BA)	0.2	$3.7M		17k	216.47	View chart
Listed Fds Tr Shares Lag Cap (OVL)	0.2	$3.6M	-26%	64k	56.61	View chart
Uber Technologies (UBER)	0.2	$3.6M	-4%	49k	72.16	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$3.5M	+120%	70k	51.00	View chart
Kimberly-Clark Corporation (KMB)	0.2	$3.4M		31k	109.77	View chart
Netflix (NFLX)	0.2	$3.2M	+3%	45k	71.40	View chart
Nicolet Bankshares (NIC)	0.2	$3.1M		19k	165.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.2	$3.1M	+51%	133k	23.03	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$3.0M		59k	50.83	View chart
Caterpillar (CAT)	0.2	$3.0M	+24%	2.8k	1064.90	View chart
Us Bancorp Com New (USB)	0.2	$3.0M		49k	60.40	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$3.0M	+4%	31k	96.46	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.2	$2.9M	-2%	52k	55.77	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.2	$2.9M	+65%	116k	25.14	View chart
Invesco Exch Trd Slf Idx Bulle Mun Etf (BSSX)	0.2	$2.9M	+76%	112k	25.80	View chart
McDonald's Corporation (MCD)	0.2	$2.9M	-5%	11k	270.31	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.8M	-3%	8.3k	342.83	View chart
Danaher Corporation (DHR)	0.2	$2.8M	-3%	15k	190.48	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.7M	-2%	11k	252.23	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.6M	-8%	47k	56.48	View chart
Blackrock (BLK)	0.1	$2.6M	+6%	2.7k	961.56	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$2.6M	+101%	122k	20.98	View chart
Procter & Gamble Company (PG)	0.1	$2.5M	-2%	17k	146.64	View chart
Emerson Electric (EMR)	0.1	$2.5M	-8%	18k	143.15	View chart
Progressive Corporation (PGR)	0.1	$2.4M	+30%	11k	218.45	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.4M	+489%	5.6k	433.33	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$2.4M	+25%	52k	45.95	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$2.4M	+73%	100k	23.64	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$2.3M	-16%	98k	23.55	View chart
Abbott Laboratories (ABT)	0.1	$2.3M	+9%	25k	90.74	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$2.2M	+64%	94k	23.44	View chart
Eaton Corp SHS (ETN)	0.1	$2.2M	+47%	5.1k	426.12	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$2.2M		6.3k	343.91	View chart
Merck & Co (MRK)	0.1	$2.1M	-2%	17k	128.50	View chart
Walt Disney Company (DIS)	0.1	$2.1M		22k	96.25	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$2.1M		42k	50.39	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.1M	-6%	26k	80.82	View chart
Altria (MO)	0.1	$2.1M	-8%	29k	71.95	View chart
Qualcomm (QCOM)	0.1	$2.1M		11k	184.79	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.0M		13k	156.30	View chart
Ecolab (ECL)	0.1	$1.9M		7.0k	278.61	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.1	$1.9M	+16%	45k	41.95	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$1.8M	-7%	32k	57.67	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.8M	-5%	18k	102.25	View chart
Public Service Enterprise (PEG)	0.1	$1.8M	-8%	22k	81.16	View chart
Amcor Com New (AMCR)	0.1	$1.8M	-3%	41k	43.35	View chart
Nextera Energy (NEE)	0.1	$1.7M	+3%	19k	87.77	View chart
Coca-Cola Company (KO)	0.1	$1.7M	+8%	21k	81.27	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.7M	+22%	17k	100.35	View chart
Chubb (CB)	0.1	$1.6M	-3%	4.7k	340.74	View chart
Amgen (AMGN)	0.1	$1.5M	-7%	4.3k	362.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.5M	-3%	7.1k	212.77	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$1.5M	-14%	27k	56.00	View chart
Ge Vernova (GEV)	0.1	$1.5M	NEW	1.3k	1174.86	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M		7.8k	189.73	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$1.5M	-33%	14k	106.09	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.5M		2.0k	746.77	View chart
Fiserv (FISV)	0.1	$1.4M	-29%	29k	49.05	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$1.4M	+193%	15k	94.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.4M	+5%	4.6k	302.97	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.4M	+6%	12k	117.45	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.3M		3.3k	409.50	View chart
Wec Energy Group (WEC)	0.1	$1.2M		11k	116.77	View chart
salesforce (CRM)	0.1	$1.2M	-47%	8.0k	156.66	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.2M	+20%	23k	53.11	View chart
Pepsi (PEP)	0.1	$1.2M		9.1k	135.40	View chart
Mettler-Toledo International (MTD)	0.1	$1.2M	-4%	954.00	1277.51	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.2M		1.7k	703.34	View chart
International Business Machines (IBM)	0.1	$1.2M		4.1k	281.21	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.1M		18k	61.46	View chart
Oracle Corporation (ORCL)	0.1	$1.1M	-45%	7.4k	146.55	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$1.0M	-4%	11k	94.42	View chart
AutoZone (AZO)	0.1	$1.0M	-11%	324.00	3195.94	View chart
AFLAC Incorporated (AFL)	0.1	$1.0M		8.7k	117.25	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$1.0M		40k	25.58	View chart
Target Corporation (TGT)	0.1	$999k	+4%	7.7k	130.61	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$939k	-4%	2.0k	477.57	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$904k	-8%	5.7k	158.66	View chart
Air Products & Chemicals (APD)	0.0	$892k		3.0k	293.18	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$889k	-8%	53k	16.64	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$884k		4.7k	188.09	View chart
3M Company (MMM)	0.0	$866k	-58%	5.3k	161.91	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$854k	+279%	11k	80.57	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$854k	-14%	8.0k	107.13	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$852k		3.9k	217.93	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$850k	+18%	10k	82.65	View chart
Deere & Company (DE)	0.0	$838k	+102%	1.3k	634.33	View chart
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC)	0.0	$834k		24k	35.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$825k		3.5k	236.62	View chart
Standex Int'l (SXI)	0.0	$791k		2.2k	357.67	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.0	$790k		6.7k	117.28	View chart
Starbucks Corporation (SBUX)	0.0	$770k	+99%	7.5k	102.19	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$767k		10k	74.90	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$754k	-22%	7.1k	106.47	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$749k		1.00	748850.00	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$749k		6.4k	117.50	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$739k		8.9k	82.84	View chart
Vanguard World Extended Dur (EDV)	0.0	$725k	-65%	11k	65.08	View chart
Advanced Micro Devices (AMD)	0.0	$725k	-13%	1.2k	580.91	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$720k		7.3k	98.20	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$704k		7.3k	96.58	View chart
General Dynamics Corporation (GD)	0.0	$696k		2.0k	354.24	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$670k	+297%	5.4k	124.17	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$662k	-4%	13k	52.26	View chart
Philip Morris International (PM)	0.0	$639k		3.5k	180.91	View chart
Cummins (CMI)	0.0	$639k		896.00	713.21	View chart
Lockheed Martin Corporation (LMT)	0.0	$627k	-9%	1.2k	509.46	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$594k	+491%	6.9k	86.14	View chart
DTE Energy Company (DTE)	0.0	$578k		3.8k	152.37	View chart
Phillips 66 (PSX)	0.0	$576k		3.4k	169.05	View chart
W.W. Grainger (GWW)	0.0	$571k		420.00	1360.40	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$571k		2.4k	242.99	View chart
Micron Technology (MU)	0.0	$548k	-26%	475.00	1154.29	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$542k		5.2k	103.96	View chart
Bank First National Corporation (BFC)	0.0	$522k	-6%	3.5k	148.35	View chart
1first Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$519k		10k	51.37	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$485k	-14%	9.0k	53.61	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$481k		5.0k	95.62	View chart
Sherwin-Williams Company (SHW)	0.0	$480k	-2%	1.4k	344.32	View chart
Moody's Corporation (MCO)	0.0	$476k	-7%	1.1k	452.92	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$470k		11k	42.59	View chart
American Electric Power Company (AEP)	0.0	$470k		3.4k	136.81	View chart
Booking Holdings (BKNG)	0.0	$464k	+779%	2.6k	178.24	View chart
American Express Company (AXP)	0.0	$458k		1.4k	338.25	View chart
Bristol Myers Squibb (BMY)	0.0	$441k	-6%	7.7k	57.62	View chart
Metropcs Communications (TMUS)	0.0	$440k	-2%	2.6k	167.73	View chart
Alliant Energy Corporation (LNT)	0.0	$417k		5.5k	76.29	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$403k	-27%	20k	20.36	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$400k	-3%	3.0k	132.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$386k	-3%	2.4k	158.03	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	0.0	$376k		8.5k	44.36	View chart
Everest Re Group (EG)	0.0	$375k		1.1k	357.23	View chart
Allstate Corporation (ALL)	0.0	$359k	-12%	1.5k	237.94	View chart
Vanguard World Utilities Etf (VPU)	0.0	$330k		1.7k	195.73	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$318k		8.8k	36.13	View chart
Honeywell International (HON)	0.0	$308k	NEW	1.4k	223.98	View chart
Honeywell Aerospace (HONA)	0.0	$304k	NEW	1.4k	221.16	View chart
Vulcan Materials Company (VMC)	0.0	$303k	-18%	1.0k	295.01	View chart
Charles Schwab Corporation (SCHW)	0.0	$296k		3.2k	92.27	View chart
Stryker Corporation (SYK)	0.0	$295k	-15%	937.00	314.84	View chart
Travelers Companies (TRV)	0.0	$291k		880.00	330.12	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$288k	+400%	3.3k	87.91	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$288k	-2%	6.2k	46.74	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$287k		2.1k	137.53	View chart
Constellation Brands Cl A (STZ)	0.0	$283k	-24%	2.0k	139.09	View chart
Marvell Technology (MRVL)	0.0	$283k	NEW	950.00	297.89	View chart
Capital One Financial (COF)	0.0	$281k	-4%	1.4k	200.62	View chart
Gilead Sciences (GILD)	0.0	$274k	+39%	2.2k	126.34	View chart
Intel Corporation (INTC)	0.0	$272k	NEW	1.9k	139.63	View chart
Ross Stores (ROST)	0.0	$268k	NEW	1.3k	212.85	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$266k		2.3k	117.67	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$265k		3.2k	83.75	View chart
PNC Financial Services (PNC)	0.0	$265k		1.1k	246.22	View chart
Unilever Spon Adr New (UL)	0.0	$263k		4.4k	60.12	View chart
Fastenal Company (FAST)	0.0	$260k		5.4k	48.03	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.0	$259k		10k	25.94	View chart
Colgate-Palmolive Company (CL)	0.0	$259k		2.8k	91.68	View chart
Duke Energy Corp Com New (DUK)	0.0	$256k		2.0k	126.58	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$255k	-49%	2.0k	124.44	View chart
Creative Media & Cmnty Tr 5.5% Pfd Ser A	0.0	$250k		10k	25.00	View chart
At&t (T)	0.0	$244k		12k	20.70	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$239k	+32%	650.00	368.38	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$239k		9.4k	25.42	View chart
Shell Spon Ads (SHEL)	0.0	$238k	+3%	3.1k	77.54	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$235k	NEW	118.00	1989.43	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$233k	-8%	3.8k	60.98	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$229k		2.8k	83.07	View chart
O'reilly Automotive (ORLY)	0.0	$228k	-25%	2.5k	92.09	View chart
Copart (CPRT)	0.0	$226k		8.0k	28.19	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$224k		21k	10.84	View chart
Verizon Communications (VZ)	0.0	$223k	+7%	5.3k	42.34	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$211k	NEW	2.2k	96.43	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.0	$203k	NEW	1.1k	185.23	View chart
Citigroup Com New (C)	0.0	$203k	NEW	1.4k	139.96	View chart
Neumora Therapeutics (NMRA)	0.0	$43k	+31%	25k	1.70	View chart
Akebia Therapeutics (AKBA)	0.0	$14k		12k	1.14	View chart

Past Filings by Legacy Private Trust

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

Legacy Private Trust 2026 Q2 filed July 21, 2026
Legacy Private Trust 2026 Q1 filed April 7, 2026
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

View all past filings

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