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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, NVDA, and represent 34.40% of Legacy Private Trust's stock portfolio.
Added to shares of these 10 stocks: BND (+$24M), WFC (+$6.5M), AAPL, EVIM, JPM, AGG, VEA, BOND, MUB, PANW.
Started 10 new stock positions in GWW, NMRA, EVIM, EG, TLT, MGC, BSCT, CAT, FAPR, SHW.
Reduced shares in these 10 stocks: SPTM (-$17M), VXUS (-$5.5M), VTI, OVL, ADBE, FMB, ACN, VXF, ITOT, JEPI.
Sold out of its positions in FIS, IDV, NKE.
Legacy Private Trust was a net buyer of stock by $25M.
Legacy Private Trust has $1.7B in assets under management (AUM), dropping by 8.36%.
Central Index Key (CIK): 0001352547

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Portfolio Holdings for Legacy Private Trust

Legacy Private Trust holds 256 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.1	$220M		329k	669.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	9.9	$166M	-2%	507k	328.17	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	4.3	$72M	-19%	898k	80.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.1	$68M	+3%	1.1M	59.92	View chart
NVIDIA Corporation (NVDA)	3.0	$50M		267k	186.58	View chart
Apple (AAPL)	3.0	$50M	+7%	196k	254.63	View chart
Microsoft Corporation (MSFT)	2.2	$37M	+2%	71k	517.95	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.2	$36M	-3%	173k	209.34	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.1	$34M	-2%	1.3M	25.71	View chart
Broadcom (AVGO)	1.8	$31M	+3%	94k	329.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.8	$30M		124k	243.10	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$29M	+8%	291k	100.25	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	1.6	$28M	+744%	372k	74.37	View chart
JPMorgan Chase & Co. (JPM)	1.4	$24M	+14%	75k	315.43	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$23M		428k	54.18	View chart
Pimco Etf Tr Active Bd Etf (BOND)	1.3	$22M	+10%	239k	93.35	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.3	$22M	-20%	299k	73.46	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.3	$22M		475k	45.67	View chart
Amazon (AMZN)	1.3	$22M		99k	219.57	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.0	$18M		346k	50.73	View chart
Wells Fargo & Company (WFC)	1.0	$17M	+60%	204k	83.82	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	1.0	$16M	-5%	248k	65.01	View chart
Meta Platforms Cl A (META)	0.9	$16M		22k	734.38	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.9	$15M	+2%	768k	19.56	View chart
Wal-Mart Stores (WMT)	0.7	$12M	+5%	118k	103.06	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.7	$12M	-5%	570k	20.69	View chart
Vanguard World Extended Dur (EDV)	0.7	$12M	+2%	171k	68.45	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.7	$12M	+5%	510k	22.52	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.7	$11M	+3%	505k	22.39	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$11M		18k	612.38	View chart
Mastercard Incorporated Cl A (MA)	0.7	$11M		19k	568.81	View chart
Union Pacific Corporation (UNP)	0.7	$11M		47k	236.37	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.6	$11M	+3%	534k	19.88	View chart
McKesson Corporation (MCK)	0.6	$10M	-4%	13k	772.54	View chart
Ishares Tr Core Msci Intl (IDEV)	0.6	$9.6M	-4%	120k	80.17	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.6	$9.5M	+4%	433k	21.95	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$9.1M		125k	73.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.5	$9.1M	-3%	345k	26.34	View chart
Goldman Sachs (GS)	0.5	$9.0M	-2%	11k	796.35	View chart
Fiserv (FI)	0.5	$8.9M	+12%	69k	128.93	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.5	$8.8M	-6%	85k	103.07	View chart
Ge Aerospace Com New (GE)	0.5	$8.7M		29k	300.82	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$8.6M	+25%	81k	106.49	View chart
Eli Lilly & Co. (LLY)	0.5	$8.5M	+4%	11k	763.00	View chart
Costco Wholesale Corporation (COST)	0.5	$8.4M	+13%	9.1k	925.63	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$8.2M		353k	23.28	View chart
Johnson & Johnson (JNJ)	0.5	$7.8M		42k	185.42	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.5	$7.7M	+22%	151k	51.04	View chart
Chevron Corporation (CVX)	0.4	$7.5M		48k	155.29	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$7.5M	-12%	51k	145.65	View chart
Abbvie (ABBV)	0.4	$7.2M	+2%	31k	231.54	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$7.1M	+12%	60k	118.83	View chart
Lowe's Companies (LOW)	0.4	$7.0M	-2%	28k	251.31	View chart
Tesla Motors (TSLA)	0.4	$6.8M	+25%	15k	444.72	View chart
Associated Banc- (ASB)	0.4	$6.7M		261k	25.71	View chart
Bank of America Corporation (BAC)	0.3	$5.7M		110k	51.59	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.3	$5.7M		89k	63.43	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.3	$5.5M		63k	87.21	View chart
Uber Technologies (UBER)	0.3	$5.5M	+10%	56k	97.97	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.3	$5.5M		124k	44.58	View chart
Ameriprise Financial (AMP)	0.3	$5.4M	-3%	11k	491.25	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$5.4M		199k	27.30	View chart
Linde SHS (LIN)	0.3	$5.4M	+4%	11k	475.00	View chart
Thermo Fisher Scientific (TMO)	0.3	$5.3M		11k	485.02	View chart
Palo Alto Networks (PANW)	0.3	$5.1M	+42%	25k	203.62	View chart
UnitedHealth (UNH)	0.3	$5.1M	+37%	15k	345.30	View chart
ConocoPhillips (COP)	0.3	$5.1M		53k	94.59	View chart
Visa Com Cl A (V)	0.3	$5.0M	+15%	15k	341.38	View chart
Listed Fds Tr Shares Lag Cap (OVL)	0.3	$4.9M	-35%	95k	52.32	View chart
TJX Companies (TJX)	0.3	$4.9M		34k	144.54	View chart
Select Sector Spdr Tr Technology (XLK)	0.3	$4.9M	-6%	18k	281.86	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$4.7M		113k	42.13	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.3	$4.7M	-4%	72k	65.26	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$4.3M	+8%	8.6k	502.74	View chart
Proshares Tr Large Cap Cre (CSM)	0.3	$4.3M	-5%	56k	76.57	View chart
1ishares Tr Msci Usa Min Vol (USMV)	0.2	$4.1M	-2%	43k	95.14	View chart
Kimberly-Clark Corporation (KMB)	0.2	$4.0M		32k	124.34	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$4.0M		89k	45.21	View chart
Exxon Mobil Corporation (XOM)	0.2	$3.9M	+5%	35k	112.75	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$3.8M	-20%	67k	57.10	View chart
Parker-Hannifin Corporation (PH)	0.2	$3.8M	-4%	5.0k	758.15	View chart
Home Depot (HD)	0.2	$3.8M	+16%	9.3k	405.19	View chart
Boeing Company (BA)	0.2	$3.7M	+2%	17k	215.83	View chart
Netflix (NFLX)	0.2	$3.6M		3.0k	1198.92	View chart
Danaher Corporation (DHR)	0.2	$3.5M	-3%	18k	198.26	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.2	$3.5M	-8%	77k	45.42	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$3.3M		17k	189.70	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.3M		18k	183.73	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$3.3M	+34%	13k	243.55	View chart
Select Sector Spdr Tr Sbi Materials (XLB)	0.2	$3.2M	-2%	36k	89.62	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.2	$3.2M		19k	164.54	View chart
Morgan Stanley Etf Trust Eaton Vance Inte (EVIM)	0.2	$3.1M	NEW	59k	52.49	View chart
Us Bancorp Del Com New (USB)	0.2	$3.1M	+30%	64k	48.33	View chart
Procter & Gamble Company (PG)	0.2	$3.0M	-4%	20k	153.65	View chart
McDonald's Corporation (MCD)	0.2	$3.0M	+12%	9.8k	303.89	View chart
Abbott Laboratories (ABT)	0.2	$2.8M	+22%	21k	133.94	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.2	$2.7M	-8%	25k	107.44	View chart
Walt Disney Company (DIS)	0.2	$2.7M	+11%	24k	114.50	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$2.7M		10k	256.45	View chart
Emerson Electric (EMR)	0.2	$2.6M		20k	131.18	View chart
3M Company (MMM)	0.1	$2.5M	+3%	16k	155.18	View chart
Nicolet Bankshares (NIC)	0.1	$2.5M		19k	134.50	View chart
Cisco Systems (CSCO)	0.1	$2.5M	+22%	36k	68.42	View chart
Blackrock (BLK)	0.1	$2.5M	+4%	2.1k	1165.87	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.5M		28k	86.30	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.3M	+27%	21k	106.78	View chart
Public Service Enterprise (PEG)	0.1	$2.3M	-2%	27k	83.46	View chart
Amgen (AMGN)	0.1	$2.3M	-14%	8.1k	282.20	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$2.3M	-4%	12k	195.86	View chart
Booking Holdings (BKNG)	0.1	$2.2M	+8%	408.00	5399.27	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.2M		15k	142.10	View chart
Pimco Etf Tr 25yr+ Zero U S (ZROZ)	0.1	$2.2M	-12%	32k	67.96	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$2.1M		82k	25.64	View chart
AutoZone (AZO)	0.1	$2.1M	-9%	482.00	4290.24	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$2.0M		3.1k	666.18	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$2.0M		17k	119.51	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$2.0M	-4%	43k	46.67	View chart
Qualcomm (QCOM)	0.1	$2.0M	+94%	12k	166.36	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.1	$2.0M	-12%	91k	21.92	View chart
Altria (MO)	0.1	$2.0M	+8%	30k	66.06	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$1.9M		6.3k	307.86	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.1	$1.9M	-6%	45k	42.79	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$1.9M	+9%	81k	23.62	View chart
Ecolab (ECL)	0.1	$1.9M	+24%	7.0k	273.86	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$1.8M		93k	19.71	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.8M	-3%	19k	97.08	View chart
Amcor Ord (AMCR)	0.1	$1.8M		219k	8.18	View chart
Bny Mellon Etf Trust Core Bond Etf (BKAG)	0.1	$1.7M		41k	42.60	View chart
Chubb (CB)	0.1	$1.7M	+45%	6.1k	282.25	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$1.7M	-5%	30k	57.70	View chart
Mettler-Toledo International (MTD)	0.1	$1.6M	-8%	1.3k	1227.61	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.1	$1.6M		35k	46.32	View chart
Merck & Co (MRK)	0.1	$1.6M	-5%	19k	83.93	View chart
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC)	0.1	$1.5M		36k	41.24	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$1.5M		14k	102.99	View chart
Wec Energy Group (WEC)	0.1	$1.3M		12k	114.59	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$1.3M		24k	53.87	View chart
Progressive Corporation (PGR)	0.1	$1.3M	-3%	5.3k	246.95	View chart
Pepsi (PEP)	0.1	$1.3M	+18%	9.1k	140.44	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.3M	+18%	7.6k	167.33	View chart
International Business Machines (IBM)	0.1	$1.2M		4.3k	282.16	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.2M		3.3k	365.48	View chart
AFLAC Incorporated (AFL)	0.1	$1.2M		11k	111.70	View chart
Nextera Energy (NEE)	0.1	$1.2M	+4%	15k	75.49	View chart
Coca-Cola Company (KO)	0.1	$1.2M	+44%	17k	66.32	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$1.2M	-56%	4.7k	246.60	View chart
salesforce (CRM)	0.1	$1.1M	+85%	4.7k	237.00	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$1.1M	-4%	13k	85.04	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$1.1M	-8%	65k	16.90	View chart
Caterpillar (CAT)	0.1	$1.1M	NEW	2.2k	477.15	View chart
Oracle Corporation (ORCL)	0.1	$1.0M	+29%	3.7k	281.24	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.0M	-4%	4.1k	247.12	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.1	$992k		1.7k	596.03	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$947k		9.8k	96.46	View chart
Lockheed Martin Corporation (LMT)	0.1	$928k	-32%	1.9k	499.21	View chart
Metropcs Communications (TMUS)	0.1	$927k	-14%	3.9k	239.38	View chart
Select Sector Spdr Tr Communication (XLC)	0.1	$867k	-7%	7.3k	118.37	View chart
Chipotle Mexican Grill (CMG)	0.0	$838k	-47%	21k	39.19	View chart
Air Products & Chemicals (APD)	0.0	$831k		3.0k	272.72	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.0	$828k		2.8k	293.74	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.0	$814k	-17%	5.8k	139.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$796k	-12%	3.7k	215.79	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$794k		39k	20.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$787k	-15%	11k	73.48	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$777k		9.2k	84.11	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$756k	+8%	3.6k	208.71	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$754k		1.00	754200.00	View chart
Target Corporation (TGT)	0.0	$749k	-35%	8.4k	89.70	View chart
Applied Materials (AMAT)	0.0	$745k		3.6k	204.74	View chart
Select Sector Spdr Tr Sbi Cons Discr (XLY)	0.0	$729k	-15%	3.0k	239.64	View chart
Vanguard Index Fds Value Etf (VTV)	0.0	$704k	+13%	3.8k	186.49	View chart
DTE Energy Company (DTE)	0.0	$700k	-6%	5.0k	141.43	View chart
General Dynamics Corporation (GD)	0.0	$687k		2.0k	341.00	View chart
Spdr Series Trust Portfolio Intrmd (SPIB)	0.0	$677k		20k	33.89	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$657k	-11%	7.5k	87.31	View chart
Select Sector Spdr Tr Energy (XLE)	0.0	$649k	+51%	7.3k	89.34	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.0	$643k	+93%	28k	23.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$638k		1.4k	468.41	View chart
Constellation Brands Cl A (STZ)	0.0	$630k	-25%	4.7k	134.67	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$625k	-14%	6.3k	99.11	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$621k	+69%	7.3k	84.68	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$613k		6.4k	95.89	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.0	$605k	-7%	2.2k	279.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$604k	-4%	13k	46.39	View chart
Allstate Corporation (ALL)	0.0	$599k	-3%	2.8k	214.65	View chart
Honeywell International (HON)	0.0	$579k		2.7k	210.50	View chart
Comcast Corp Cl A (CMCSA)	0.0	$567k	-40%	18k	31.42	View chart
Vanguard Index Fds Growth Etf (VUG)	0.0	$559k		1.2k	479.61	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$547k	-37%	8.3k	65.92	View chart
Moody's Corporation (MCO)	0.0	$546k		1.1k	476.48	View chart
Bank First National Corporation (BFC)	0.0	$534k	-10%	4.4k	121.31	View chart
Sherwin-Williams Company (SHW)	0.0	$527k	NEW	1.5k	346.26	View chart
Corning Incorporated (GLW)	0.0	$521k		6.3k	82.03	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$509k	-76%	10k	50.70	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$505k		7.4k	68.58	View chart
Philip Morris International (PM)	0.0	$489k		3.0k	162.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.0	$482k	+82%	20k	23.66	View chart
Standex Int'l (SXI)	0.0	$468k	-4%	2.2k	211.90	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.0	$458k		8.0k	57.52	View chart
American Express Company (AXP)	0.0	$450k		1.4k	332.16	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$448k		5.0k	88.96	View chart
Stryker Corporation (SYK)	0.0	$446k	-15%	1.2k	369.67	View chart
Vulcan Materials Company (VMC)	0.0	$445k	-9%	1.4k	307.62	View chart
Phillips 66 (PSX)	0.0	$427k	+4%	3.1k	136.02	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.0	$421k	+62%	18k	23.41	View chart
Bristol Myers Squibb (BMY)	0.0	$412k	-5%	9.1k	45.10	View chart
W.W. Grainger (GWW)	0.0	$400k	NEW	420.00	952.96	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$389k		2.3k	170.85	View chart
Alliant Energy Corporation (LNT)	0.0	$386k		5.7k	67.41	View chart
Copart (CPRT)	0.0	$385k		8.6k	44.97	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$385k		515.00	746.63	View chart
Cummins (CMI)	0.0	$379k	-2%	898.00	422.37	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$370k	-4%	3.1k	118.44	View chart
Everest Re Group (EG)	0.0	$368k	NEW	1.1k	350.23	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$356k	-16%	2.5k	140.95	View chart
Hp (HPQ)	0.0	$354k	-27%	13k	27.23	View chart
American Electric Power Company (AEP)	0.0	$338k	-7%	3.0k	112.50	View chart
Colgate-Palmolive Company (CL)	0.0	$334k	-16%	4.2k	79.94	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.0	$334k	NEW	18k	18.81	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$332k		3.6k	91.42	View chart
Automatic Data Processing (ADP)	0.0	$322k	+4%	1.1k	293.50	View chart
MGE Energy (MGEE)	0.0	$319k		3.8k	84.18	View chart
Vanguard World Utilities Etf (VPU)	0.0	$319k		1.7k	189.41	View chart
Ishares Tr Ibonds Dec 25 (IBMN)	0.0	$313k		12k	26.79	View chart
Ishares Tr Mbs Etf (MBB)	0.0	$313k		3.3k	95.15	View chart
Charles Schwab Corporation (SCHW)	0.0	$312k		3.3k	95.47	View chart
Adobe Systems Incorporated (ADBE)	0.0	$303k	-84%	860.00	352.75	View chart
O'reilly Automotive (ORLY)	0.0	$294k		2.7k	107.81	View chart
Unilever Spon Adr New (UL)	0.0	$292k		4.9k	59.28	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$270k	+4%	2.5k	110.37	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.0	$270k	NEW	3.0k	89.37	View chart
Deere & Company (DE)	0.0	$267k		583.00	457.26	View chart
Fastenal Company (FAST)	0.0	$266k		5.4k	49.04	View chart
Vanguard World Mega Grwth Ind (MGK)	0.0	$264k		655.00	402.42	View chart
Capital One Financial (COF)	0.0	$263k	-5%	1.2k	212.58	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.0	$262k	+16%	11k	22.95	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$252k		2.1k	120.72	View chart
Advanced Micro Devices (AMD)	0.0	$252k	-7%	1.6k	161.79	View chart
Duke Energy Corp Com New (DUK)	0.0	$251k		2.0k	123.75	View chart
Creative Media & Cmnty Tr 5.5% Pfd Ser A	0.0	$250k		10k	25.00	View chart
Travelers Companies (TRV)	0.0	$246k	-10%	880.00	279.22	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$240k		21k	11.60	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$239k		9.4k	25.47	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$238k		8.5k	27.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$237k	-3%	4.3k	55.14	View chart
PNC Financial Services (PNC)	0.0	$236k		1.2k	200.93	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$226k		3.2k	71.37	View chart
Verizon Communications (VZ)	0.0	$216k		4.9k	43.95	View chart
Shell Spon Ads (SHEL)	0.0	$212k		3.0k	71.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$205k	NEW	4.7k	43.50	View chart
Vanguard World Mega Cap Index (MGC)	0.0	$204k	NEW	835.00	244.09	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.0	$202k		7.9k	25.66	View chart
Creative Media & Cmnty Tr Pfd Ser A1	0.0	$200k		8.0k	25.00	View chart
Akebia Therapeutics (AKBA)	0.0	$33k		12k	2.73	View chart
Neumora Therapeutics (NMRA)	0.0	$26k	NEW	14k	1.82	View chart
Grillit (GRLT)	0.0	$6.3k		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 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
Legacy Private Trust 2022 Q1 filed April 11, 2022

View all past filings

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