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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, SPTM, AAPL, and represent 34.69% of Legacy Private Trust's stock portfolio.
Added to shares of these 10 stocks: LLY, LQD, XLK, MUNI, CRM, AMCR, CGMU, TLT, JMBS, BSMV.
Started 12 new stock positions in T, LRCX, Ishares Tr, ETN, BSMV, SBUX, MU, CTA, AMCR, GILD. NKE, GLD.
Reduced shares in these 10 stocks: AGG, VTI, IUSG, RSP, Amcor, JMST, FI, IVV, BSCQ, EDV.
Sold out of its positions in ADP, CMG, Creative Media & Cmnty Tr, DFSU, GRLT, HPQ, AGZ, IBMO, IBTG, MGEE. SPIB, MGC, Amcor.
Legacy Private Trust was a net seller of stock by $-25M.
Legacy Private Trust has $1.6B in assets under management (AUM), dropping by -4.59%.
Central Index Key (CIK): 0001352547

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Portfolio Holdings for Legacy Private Trust

Legacy Private Trust holds 257 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
Ishares Tr Core S&p500 Etf (IVV)	13.3	$216M		331k	653.21	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.6	$156M		487k	320.81	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.4	$72M		1.1M	64.08	View chart
Spdr Series Trust State Street Spd (SPTM)	4.3	$70M		886k	79.06	View chart
Apple (AAPL)	3.1	$50M		196k	253.79	View chart
NVIDIA Corporation (NVDA)	2.7	$44M	-3%	252k	174.40	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.1	$35M	-2%	168k	205.80	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$34M	-2%	117k	287.56	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.0	$32M	-3%	1.3M	25.10	View chart
Broadcom (AVGO)	1.7	$28M		92k	309.51	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.7	$27M		371k	73.64	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.7	$27M		294k	92.28	View chart
Microsoft Corporation (MSFT)	1.6	$27M		72k	370.17	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.6	$26M	+5%	575k	45.18	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$25M	+3%	460k	54.05	View chart
JPMorgan Chase & Co. (JPM)	1.4	$23M		76k	294.16	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.4	$22M	-2%	291k	77.11	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.3	$21M	-12%	216k	99.27	View chart
Amazon (AMZN)	1.2	$20M	-2%	95k	208.27	View chart
Wells Fargo & Company (WFC)	1.1	$18M	+3%	221k	79.61	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$16M	-6%	231k	68.47	View chart
Eli Lilly & Co. (LLY)	0.8	$13M	+32%	14k	919.77	View chart
Wal-Mart Stores (WMT)	0.8	$13M	-10%	101k	124.28	View chart
Meta Platforms Cl A (META)	0.8	$12M	-4%	22k	572.13	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.8	$12M		548k	22.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.7	$12M	-11%	619k	19.53	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.7	$12M	+2%	537k	21.84	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$11M		19k	597.55	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.7	$11M	-6%	546k	19.72	View chart
Union Pacific Corporation (UNP)	0.6	$10M	-7%	43k	242.62	View chart
Mastercard Incorporated Cl A (MA)	0.6	$9.7M		20k	499.66	View chart
McKesson Corporation (MCK)	0.6	$9.6M	-5%	11k	865.36	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$9.4M	+32%	86k	108.99	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$9.4M	-4%	113k	83.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.6	$9.3M	+8%	475k	19.62	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$9.3M	+2%	361k	25.64	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.6	$9.2M		123k	75.19	View chart
Goldman Sachs (GS)	0.6	$9.2M		11k	845.99	View chart
Johnson & Johnson (JNJ)	0.5	$8.9M	-8%	36k	244.44	View chart
1schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$8.8M		356k	24.75	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.5	$8.7M	+14%	428k	20.40	View chart
Costco Wholesale Corporation (COST)	0.5	$8.6M	-3%	8.7k	996.43	View chart
Chevron Corporation (CVX)	0.5	$8.5M	-14%	41k	206.90	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$8.5M	-4%	80k	106.15	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.5	$7.8M	+12%	340k	22.93	View chart
Ge Aerospace Com New (GE)	0.5	$7.8M	-5%	27k	283.77	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$7.7M	-5%	72k	106.01	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$7.0M	-2%	49k	142.43	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$6.9M	+24%	80k	86.69	View chart
Abbvie (ABBV)	0.4	$6.9M		32k	217.49	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$6.8M	-2%	55k	124.31	View chart
Associated Banc- (ASB)	0.4	$6.8M		261k	25.86	View chart
Lowe's Companies (LOW)	0.4	$6.3M	-3%	27k	236.28	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$6.3M	+44%	48k	132.90	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.4	$6.2M		93k	66.77	View chart
Tesla Motors (TSLA)	0.4	$6.2M		17k	371.75	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$6.0M		195k	30.68	View chart
ConocoPhillips (COP)	0.4	$5.9M	-12%	44k	132.00	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.3	$5.6M		123k	45.89	View chart
Linde SHS (LIN)	0.3	$5.6M	-6%	11k	495.76	View chart
Exxon Mobil Corporation (XOM)	0.3	$5.5M	-6%	33k	169.66	View chart
Thermo Fisher Scientific (TMO)	0.3	$5.3M		11k	491.53	View chart
TJX Companies (TJX)	0.3	$5.2M	-4%	33k	159.70	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$5.2M	-7%	115k	45.26	View chart
Bank of America Corporation (BAC)	0.3	$5.2M	-3%	106k	48.75	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.3	$4.7M	+11%	89k	52.55	View chart
Visa Com Cl A (V)	0.3	$4.5M		15k	302.24	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$4.5M	-7%	90k	50.61	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.3	$4.5M	-14%	200k	22.43	View chart
Select Sector Spdr Tr State Street Rea (XLRE)	0.3	$4.4M	-3%	108k	40.83	View chart
Parker-Hannifin Corporation (PH)	0.3	$4.4M	-7%	4.9k	895.24	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.3	$4.4M	+78%	83k	52.19	View chart
Listed Fds Tr Shares Lag Cap (OVL)	0.3	$4.3M		86k	50.30	View chart
Palo Alto Networks (PANW)	0.3	$4.3M	+10%	27k	160.32	View chart
Ameriprise Financial (AMP)	0.3	$4.2M	-13%	9.5k	444.40	View chart
Netflix (NFLX)	0.3	$4.2M	+23%	44k	96.15	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$4.1M	-15%	61k	67.53	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$4.1M	+64%	149k	27.15	View chart
Proshares Tr Large Cap Cre (CSM)	0.2	$4.0M	-3%	54k	74.82	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.0M		8.4k	479.20	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.9M	+4%	14k	286.86	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$3.7M	-9%	79k	47.53	View chart
Uber Technologies (UBER)	0.2	$3.7M	-11%	52k	71.93	View chart
McDonald's Corporation (MCD)	0.2	$3.5M	-2%	11k	310.79	View chart
UnitedHealth (UNH)	0.2	$3.4M	-8%	13k	270.59	View chart
Boeing Company (BA)	0.2	$3.4M	-4%	17k	199.03	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.2	$3.2M	+17%	147k	21.81	View chart
Home Depot (HD)	0.2	$3.1M		9.4k	328.89	View chart
Kimberly-Clark Corporation (KMB)	0.2	$3.0M	-2%	31k	96.47	View chart
Select Sector Spdr Tr State Street Mat (XLB)	0.2	$3.0M	-11%	60k	49.97	View chart
Danaher Corporation (DHR)	0.2	$2.9M	-12%	15k	189.60	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$2.9M	-7%	51k	56.68	View chart
Texas Instruments Incorporated (TXN)	0.2	$2.8M	-15%	15k	194.14	View chart
Nicolet Bankshares (NIC)	0.2	$2.8M	-7%	19k	148.62	View chart
salesforce (CRM)	0.2	$2.8M	+156%	15k	186.67	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.2	$2.8M	+21%	118k	23.62	View chart
Cisco Systems (CSCO)	0.2	$2.8M	-11%	36k	77.59	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$2.7M	-31%	30k	92.74	View chart
Procter & Gamble Company (PG)	0.2	$2.6M	-2%	18k	144.44	View chart
Us Bancorp Com New (USB)	0.2	$2.6M		49k	52.01	View chart
Emerson Electric (EMR)	0.2	$2.5M	-6%	19k	131.02	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.2	$2.5M	-29%	54k	45.87	View chart
Blackrock (BLK)	0.1	$2.4M	+13%	2.5k	961.71	View chart
Abbott Laboratories (ABT)	0.1	$2.4M	+10%	23k	102.67	View chart
Fiserv (FI)	0.1	$2.3M	-41%	41k	55.80	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$2.2M	-20%	21k	106.68	View chart
Walt Disney Company (DIS)	0.1	$2.2M	-8%	23k	96.38	View chart
Vanguard World Extended Dur (EDV)	0.1	$2.1M	-42%	33k	64.95	View chart
Altria (MO)	0.1	$2.1M		31k	65.99	View chart
Merck & Co (MRK)	0.1	$2.1M	-5%	17k	120.29	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.0M	-14%	8.5k	239.99	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.0M		11k	181.42	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$2.0M	+49%	87k	23.02	View chart
Oracle Corporation (ORCL)	0.1	$2.0M	+156%	14k	147.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.0M	-14%	13k	151.41	View chart
Public Service Enterprise (PEG)	0.1	$1.9M	-11%	24k	80.95	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$1.9M	-4%	42k	45.65	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$1.9M		41k	46.16	View chart
3M Company (MMM)	0.1	$1.9M	-16%	13k	145.23	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.9M		6.3k	298.85	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$1.9M		28k	67.59	View chart
Ecolab (ECL)	0.1	$1.9M	+3%	7.0k	266.02	View chart
Corning Incorporated (GLW)	0.1	$1.8M	+12%	14k	135.97	View chart
1ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.8M	-3%	19k	94.56	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.1	$1.7M	+167%	70k	24.85	View chart
Nextera Energy (NEE)	0.1	$1.7M	+4%	18k	92.88	View chart
Progressive Corporation (PGR)	0.1	$1.7M	+67%	8.6k	198.24	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$1.7M	-7%	32k	53.53	View chart
Amcor Com New (AMCR)	0.1	$1.7M	NEW	42k	39.75	View chart
Spdr Series Trust State Street Spd (SPSM)	0.1	$1.7M		35k	48.32	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.1	$1.6M	-4%	39k	42.20	View chart
Invesco Exch Trd Slf Idx Invesco Bulletsh (BSSX)	0.1	$1.6M	+150%	64k	25.42	View chart
Amgen (AMGN)	0.1	$1.6M	-26%	4.6k	351.85	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$1.6M	-53%	32k	50.98	View chart
Caterpillar (CAT)	0.1	$1.6M		2.3k	708.46	View chart
Chubb (CB)	0.1	$1.6M	-15%	4.8k	325.93	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M		7.9k	192.90	View chart
Qualcomm (QCOM)	0.1	$1.4M		11k	128.78	View chart
Coca-Cola Company (KO)	0.1	$1.4M	+2%	19k	76.05	View chart
Pepsi (PEP)	0.1	$1.4M		9.1k	155.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.4M	-58%	7.3k	191.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$1.4M	+74%	58k	23.65	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.4M		14k	100.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$1.3M	+75%	57k	23.40	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.3M	-25%	11k	118.60	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.3M	-35%	2.0k	650.34	View chart
Mettler-Toledo International (MTD)	0.1	$1.3M	-21%	1.0k	1261.20	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.1	$1.3M	NEW	61k	20.88	View chart
Eaton Corp SHS (ETN)	0.1	$1.2M	NEW	3.5k	357.67	View chart
Booking Holdings (BKNG)	0.1	$1.2M	-23%	296.00	4210.32	View chart
AutoZone (AZO)	0.1	$1.2M	-6%	368.00	3377.78	View chart
Wec Energy Group (WEC)	0.1	$1.2M		11k	115.77	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$1.2M	+32%	19k	61.26	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.2M		3.3k	356.56	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$1.1M	-33%	17k	64.01	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.0M	+3%	4.4k	237.62	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$1.0M	+29%	9.3k	110.86	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.0M		1.7k	616.76	View chart
International Business Machines (IBM)	0.1	$1.0M	-2%	4.2k	242.39	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$1.0M		40k	25.53	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$981k	-3%	12k	84.66	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$976k	+120%	18k	55.52	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$972k		58k	16.72	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$971k	-2%	9.1k	106.50	View chart
AFLAC Incorporated (AFL)	0.1	$953k	-10%	8.7k	109.71	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$915k	+9%	6.2k	146.61	View chart
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC)	0.1	$900k	-27%	24k	37.40	View chart
Target Corporation (TGT)	0.1	$887k	-8%	7.3k	121.20	View chart
Air Products & Chemicals (APD)	0.1	$884k		3.0k	290.49	View chart
Lockheed Martin Corporation (LMT)	0.1	$826k	-13%	1.4k	604.39	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$806k	-2%	4.1k	198.29	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$803k		2.8k	287.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$775k	+11%	3.9k	196.20	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$759k		10k	73.14	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$750k		3.5k	215.06	View chart
Select Sector Spdr Tr State Street Con (XLY)	0.0	$734k	+12%	6.7k	108.98	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$729k	-75%	4.7k	155.11	View chart
1vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$719k		8.7k	82.75	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$718k		1.00	718140.00	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$699k		2.1k	337.95	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$691k		7.3k	94.24	View chart
General Dynamics Corporation (GD)	0.0	$674k		2.0k	343.22	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$655k		7.2k	90.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$642k		13k	48.49	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$641k		6.4k	100.62	View chart
Honeywell International (HON)	0.0	$621k		2.7k	226.03	View chart
Phillips 66 (PSX)	0.0	$620k		3.4k	182.18	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$614k	+6%	8.8k	69.75	View chart
Philip Morris International (PM)	0.0	$590k		3.6k	165.34	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$579k		1.4k	426.40	View chart
Metropcs Communications (TMUS)	0.0	$565k	-28%	2.7k	210.03	View chart
Standex Int'l (SXI)	0.0	$563k		2.2k	254.86	View chart
DTE Energy Company (DTE)	0.0	$555k	-23%	3.8k	146.22	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$554k	-27%	27k	20.42	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.0	$525k	-62%	11k	49.37	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$514k		2.4k	217.25	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$509k		10k	50.66	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$509k		1.2k	436.79	View chart
Bank First National Corporation (BFC)	0.0	$506k	-11%	3.7k	135.06	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$504k	-8%	5.2k	96.70	View chart
Bristol Myers Squibb (BMY)	0.0	$499k	-3%	8.2k	60.65	View chart
Moody's Corporation (MCO)	0.0	$497k		1.1k	436.25	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$484k	-36%	5.1k	95.44	View chart
Cummins (CMI)	0.0	$482k		896.00	538.02	View chart
Sherwin-Williams Company (SHW)	0.0	$460k	-4%	1.4k	320.55	View chart
W.W. Grainger (GWW)	0.0	$458k		420.00	1090.81	View chart
American Electric Power Company (AEP)	0.0	$450k		3.4k	131.08	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$447k		11k	40.47	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$442k		5.0k	87.84	View chart
American Express Company (AXP)	0.0	$410k		1.4k	302.48	View chart
Constellation Brands Cl A (STZ)	0.0	$403k	-27%	2.7k	150.00	View chart
Alliant Energy Corporation (LNT)	0.0	$400k		5.6k	71.76	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$374k		2.5k	148.10	View chart
Deere & Company (DE)	0.0	$368k	-11%	653.00	563.30	View chart
Stryker Corporation (SYK)	0.0	$363k	-8%	1.1k	328.59	View chart
Allstate Corporation (ALL)	0.0	$359k		1.7k	207.34	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$351k		3.1k	112.27	View chart
Vulcan Materials Company (VMC)	0.0	$343k	-12%	1.3k	272.30	View chart
Everest Re Group (EG)	0.0	$343k		1.1k	326.85	View chart
Starbucks Corporation (SBUX)	0.0	$338k	NEW	3.8k	89.59	View chart
At&t (T)	0.0	$336k	NEW	12k	28.99	View chart
Vanguard World Utilities Etf (VPU)	0.0	$334k		1.7k	198.14	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	0.0	$329k		8.5k	38.86	View chart
O'reilly Automotive (ORLY)	0.0	$307k	+31%	3.3k	92.31	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.0	$302k	NEW	10k	30.22	View chart
Charles Schwab Corporation (SCHW)	0.0	$302k		3.2k	93.98	View chart
Nike CL B (NKE)	0.0	$300k	NEW	5.7k	52.82	View chart
Advanced Micro Devices (AMD)	0.0	$295k	-2%	1.4k	203.43	View chart
1first Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$285k		6.3k	44.91	View chart
Shell Spon Ads (SHEL)	0.0	$276k		3.0k	93.00	View chart
Capital One Financial (COF)	0.0	$268k	-5%	1.5k	182.43	View chart
Copart (CPRT)	0.0	$266k	-6%	8.0k	33.20	View chart
Duke Energy Corp Com New (DUK)	0.0	$265k		2.0k	130.94	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$262k	-4%	2.3k	114.99	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$258k		8.9k	29.08	View chart
Travelers Companies (TRV)	0.0	$257k		880.00	291.68	View chart
Fastenal Company (FAST)	0.0	$251k		5.4k	46.40	View chart
Creative Media & Cmnty Tr 5.5% Pfd Ser A	0.0	$250k		10k	25.00	View chart
Unilever Spon Adr New (UL)	0.0	$249k		4.4k	56.97	View chart
Verizon Communications (VZ)	0.0	$247k		4.9k	50.20	View chart
Colgate-Palmolive Company (CL)	0.0	$245k	-11%	2.9k	85.23	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$241k		655.00	367.44	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$239k		9.4k	25.44	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$238k		3.2k	75.10	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$236k		2.1k	113.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$233k		4.2k	55.85	View chart
Select Sector Spdr Tr State Street Con (XLP)	0.0	$230k	-5%	2.8k	81.98	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$225k		21k	10.88	View chart
PNC Financial Services (PNC)	0.0	$224k	-8%	1.1k	208.09	View chart
Micron Technology (MU)	0.0	$220k	NEW	650.00	337.84	View chart
Gilead Sciences (GILD)	0.0	$216k	NEW	1.6k	139.37	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$211k	NEW	491.00	430.29	View chart
Applied Materials (AMAT)	0.0	$205k	-83%	601.00	341.79	View chart
Lam Research Corp Com New (LRCX)	0.0	$203k	NEW	949.00	213.66	View chart
Ishares Tr Ibonds Dec 2032	0.0	$51k	NEW	2.2k	22.93	View chart
Neumora Therapeutics (NMRA)	0.0	$37k		19k	1.95	View chart
Akebia Therapeutics (AKBA)	0.0	$17k		12k	1.39	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 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
Legacy Private Trust 2022 Q3 filed Oct. 6, 2022

View all past filings

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