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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, AAPL, SPTM, and represent 33.93% of Legacy Private Trust's stock portfolio.
Added to shares of these 10 stocks: MUB (+$25M), BOND (+$13M), JPST (+$7.1M), IBTO (+$6.7M), LLY (+$5.5M), BFC (+$5.5M), XOM (+$5.1M), GVI, VCIT, VEA.
Started 11 new stock positions in VGT, XOM, MGC, AGZ, HPE, PFE, CRWD, IBTO, BSMY, GMGZ. DFAX.
Reduced shares in these 10 stocks: BND (-$10M), BSCQ (-$7.8M), , VTI, JMBS, BSMU, MUNI, IVV, BSMW, BSMV.
Sold out of its positions in BKAG, C, Exxon Mobil Corporation, XLI, VNQ.
Legacy Private Trust was a net buyer of stock by $14M.
Legacy Private Trust has $1.8B in assets under management (AUM), dropping by 1.24%.
Central Index Key (CIK): 0001352547

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Portfolio Holdings for Legacy Private Trust

Legacy Private Trust holds 268 positions in its portfolio as reported in the September 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	13.6	$248M		324k	765.85	View chart
Vanguard Index Fds MRNGSTR TTL STK (VTI)	9.5	$173M		463k	374.24	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	4.4	$81M		1.1M	70.61	View chart
Apple (AAPL)	3.4	$62M		186k	333.02	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	3.1	$57M	-2%	614k	92.05	View chart
NVIDIA Corporation (NVDA)	3.0	$55M		239k	228.38	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	2.5	$45M	-18%	645k	70.15	View chart
Pimco Etf Tr Active Bd Etf (BOND)	2.3	$42M	+45%	481k	86.99	View chart
Alphabet Cap Stk Cl A (GOOGL)	2.1	$38M		112k	344.08	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.0	$37M		162k	231.63	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	2.0	$37M		1.2M	29.31	View chart
Microsoft Corporation (MSFT)	2.0	$36M		70k	512.90	View chart
Eli Lilly & Co. (LLY)	1.8	$33M	+19%	29k	1157.08	View chart
Ishares Tr National Mun Etf (MUB)	1.7	$32M	+336%	315k	101.10	View chart
Broadcom (AVGO)	1.7	$30M		86k	351.19	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.5	$28M		464k	59.31	View chart
JPMorgan Chase & Co. (JPM)	1.3	$24M		74k	330.83	View chart
Amazon (AMZN)	1.3	$23M		92k	249.15	View chart
Janus Detroit Str Tr Henderson Mtg (JMBS)	1.2	$23M	-11%	534k	42.26	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$20M	-5%	208k	94.54	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.0	$18M		214k	84.96	View chart
Wells Fargo & Company (WFC)	0.9	$17M		217k	80.05	View chart
Meta Platforms Cl A (META)	0.9	$17M	+7%	23k	725.18	View chart
Ishares Tr Msci Acwi Ex Us (ACWX)	0.9	$17M		224k	75.62	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.7	$14M		19k	700.86	View chart
Ishares Tr Ibonds 28 Trm Ts (IBTI)	0.7	$13M		575k	21.91	View chart
Ishares Tr Ibonds 29 Trm Ts (IBTJ)	0.6	$12M		550k	21.23	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$11M	+174%	221k	50.37	View chart
Union Pacific Corporation (UNP)	0.6	$11M	-2%	40k	272.13	View chart
Ishares Tr Ibond Dec 2030 (IBTK)	0.6	$11M		571k	18.99	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.6	$11M	+6%	554k	19.55	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.6	$11M		361k	30.00	View chart
1mastercard Incorporated Cl A (MA)	0.6	$11M		19k	551.47	View chart
Wal-Mart Stores (WMT)	0.6	$11M	+2%	102k	103.92	View chart
Palo Alto Networks (PANW)	0.5	$9.9M	-2%	25k	397.31	View chart
Ishares Tr Core Msci Intl (IDEV)	0.5	$9.9M		110k	89.48	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.5	$9.7M	-2%	116k	84.08	View chart
Johnson & Johnson (JNJ)	0.5	$9.4M		36k	264.74	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.5	$9.3M	-4%	339k	27.47	View chart
Goldman Sachs (GS)	0.5	$9.3M		10k	900.36	View chart
McKesson Corporation (MCK)	0.5	$9.2M		11k	853.81	View chart
Ishares Tr Ibonds Dec 2031 (IBTL)	0.5	$9.1M	+2%	467k	19.47	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$9.0M		46k	195.75	View chart
Abbvie (ABBV)	0.5	$8.7M		33k	261.59	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.5	$8.5M	-18%	84k	102.18	View chart
Ishares Tr Ibonds Dec 2032 (IBTM)	0.5	$8.3M		382k	21.74	View chart
Ge Aerospace Com New (GE)	0.5	$8.3M		27k	312.29	View chart
Chevron Corporation (CVX)	0.4	$8.2M		40k	204.21	View chart
Costco Wholesale Corporation (COST)	0.4	$8.1M	+3%	8.9k	910.34	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$7.7M	+6%	100k	77.78	View chart
Thermo Fisher Scientific (TMO)	0.4	$7.4M	+3%	11k	675.05	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$7.0M		51k	136.04	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.4	$6.9M	-6%	128k	54.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.4	$6.9M	-6%	41k	166.28	View chart
Ishares Tr Ibonds Dec 2033 (IBTO)	0.4	$6.7M	NEW	290k	22.99	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	0.4	$6.7M		90k	73.58	View chart
Morgan Stanley Etf Trust Eato Van Mu Etf (EVIM)	0.4	$6.6M	+11%	131k	50.22	View chart
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)	0.4	$6.5M	-8%	99k	65.86	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$6.1M		189k	32.53	View chart
Tesla Motors (TSLA)	0.3	$6.1M	+3%	17k	354.81	View chart
Bank First National Corporation (BFC)	0.3	$6.0M	+1048%	40k	148.81	View chart
Bank of America Corporation (BAC)	0.3	$5.5M	-2%	100k	54.43	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.3	$5.4M	+276%	52k	103.07	View chart
Visa Com Cl A (V)	0.3	$5.4M		15k	359.33	View chart
Linde SHS (LIN)	0.3	$5.3M		11k	474.65	View chart
Exxonmobil Holdings Corp Com Shs (XOM)	0.3	$5.1M	NEW	32k	162.75	View chart
ConocoPhillips (COP)	0.3	$5.1M	-5%	41k	125.15	View chart
Associated Banc- (ASB)	0.3	$5.0M		176k	28.65	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.3	$4.8M	-21%	184k	25.94	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.3	$4.7M	-2%	120k	39.44	View chart
Parker-Hannifin Corporation (PH)	0.3	$4.6M	-2%	4.8k	955.42	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$4.5M		13k	340.74	View chart
Proshares Tr Large Cap Cre (CSM)	0.2	$4.4M		51k	86.78	View chart
UnitedHealth (UNH)	0.2	$4.4M		12k	367.08	View chart
Select Sector Spdr Tr St Str Real Etf (XLRE)	0.2	$4.4M		106k	40.91	View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI)	0.2	$4.3M	-36%	87k	49.69	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$4.2M		58k	71.95	View chart
Lowe's Companies (LOW)	0.2	$4.2M	-3%	23k	184.29	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$4.1M		8.3k	497.95	View chart
TJX Companies (TJX)	0.2	$4.1M		31k	132.31	View chart
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)	0.2	$4.1M	-4%	75k	54.43	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.2	$4.0M	-65%	207k	19.52	View chart
Ameriprise Financial (AMP)	0.2	$3.9M	-7%	8.0k	492.35	View chart
Texas Instruments Incorporated (TXN)	0.2	$3.8M	-4%	14k	280.09	View chart
Cisco Systems (CSCO)	0.2	$3.7M		34k	107.63	View chart
Uber Technologies (UBER)	0.2	$3.5M	+3%	51k	68.51	View chart
Home Depot (HD)	0.2	$3.4M	+7%	12k	284.49	View chart
Listed Fds Tr Shares Lag Cap (OVL)	0.2	$3.3M	-7%	59k	56.31	View chart
Netflix (NFLX)	0.2	$3.3M	+5%	48k	69.58	View chart
Boeing Company (BA)	0.2	$3.2M		17k	186.05	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.2	$3.1M	-19%	138k	22.32	View chart
Nicolet Bankshares (NIC)	0.2	$3.1M		19k	163.02	View chart
Kimberly-Clark Corporation (KMB)	0.2	$3.0M		31k	97.43	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.2	$3.0M	+269%	38k	78.31	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$2.9M		30k	97.44	View chart
Select Sector Spdr Tr St Str Mater Etf (XLB)	0.2	$2.9M		60k	48.70	View chart
Us Bancorp Com New (USB)	0.2	$2.8M		49k	57.76	View chart
Blackrock (BLK)	0.2	$2.8M		2.7k	1058.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$2.8M	-3%	11k	264.90	View chart
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)	0.1	$2.7M		52k	52.33	View chart
Danaher Corporation (DHR)	0.1	$2.7M	-16%	12k	221.55	View chart
Emerson Electric (EMR)	0.1	$2.7M		18k	155.10	View chart
Walt Disney Company (DIS)	0.1	$2.7M	+15%	26k	104.90	View chart
Corning Incorporated (GLW)	0.1	$2.6M	+7%	17k	153.76	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.6M		46k	56.22	View chart
Abbott Laboratories (ABT)	0.1	$2.6M	+2%	26k	98.83	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$2.6M		8.1k	317.34	View chart
Merck & Co (MRK)	0.1	$2.4M		17k	145.31	View chart
Eaton Corp SHS (ETN)	0.1	$2.4M	+6%	5.5k	429.71	View chart
Progressive Corporation (PGR)	0.1	$2.3M		11k	207.31	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.1	$2.3M		26k	89.10	View chart
Caterpillar (CAT)	0.1	$2.3M		2.9k	810.79	View chart
McDonald's Corporation (MCD)	0.1	$2.3M	-7%	9.8k	230.94	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Muni (BSMR)	0.1	$2.3M	-2%	98k	23.26	View chart
Vanguard Index Fds Mrngstr Lrg Cap (VV)	0.1	$2.2M		6.3k	351.85	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$2.2M	+44%	24k	92.17	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.1	$2.2M	-37%	43k	50.56	View chart
Coca-Cola Company (KO)	0.1	$2.2M	+23%	25k	86.08	View chart
Lam Research Corp Com New (LRCX)	0.1	$2.2M	+18%	6.6k	328.51	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.1	$2.1M		42k	50.21	View chart
Altria (MO)	0.1	$2.1M	+6%	31k	67.34	View chart
Qualcomm (QCOM)	0.1	$2.1M		11k	184.04	View chart
Micron Technology (MU)	0.1	$2.0M	+295%	1.9k	1065.11	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$2.0M		13k	152.07	View chart
Ecolab (ECL)	0.1	$1.9M		7.0k	274.58	View chart
Ishares Tr U.s. Real Es Etf (IYR)	0.1	$1.7M		18k	95.04	View chart
Amcor Com New (AMCR)	0.1	$1.7M		41k	41.86	View chart
Nextera Energy (NEE)	0.1	$1.7M	+15%	22k	75.74	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$1.6M	-3%	31k	52.86	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$1.5M	+6%	25k	61.50	View chart
Ge Vernova (GEV)	0.1	$1.5M	+23%	1.6k	950.49	View chart
Invesco Exch Trd Slf Idx Bulshs 2028 Muni (BSMS)	0.1	$1.5M	-30%	65k	22.80	View chart
Public Service Enterprise (PEG)	0.1	$1.5M		22k	67.34	View chart
Raytheon Technologies Corp (RTX)	0.1	$1.5M		7.8k	185.65	View chart
Procter & Gamble Company (PG)	0.1	$1.5M	-42%	10k	145.28	View chart
Chubb (CB)	0.1	$1.4M	-4%	4.4k	325.25	View chart
Invesco Exch Trd Slf Idx Bulshs 2029 Muni (BSMT)	0.1	$1.4M	-51%	65k	22.26	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	0.1	$1.4M	-3%	1.9k	762.63	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.4M	-3%	6.9k	208.02	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.1	$1.4M		4.7k	304.64	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.1	$1.4M	+4%	12k	113.44	View chart
Mettler-Toledo International (MTD)	0.1	$1.4M	-5%	901.00	1510.95	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.4M		3.3k	416.13	View chart
Invesco Exchange Traded Fd T S&p500 Eql Dis (RSPD)	0.1	$1.3M	-7%	25k	51.72	View chart
Invesco Exch Trd Slf Idx Invsc 30 Muni Bd (BSMU)	0.1	$1.2M	-67%	60k	20.89	View chart
Fiserv (FISV)	0.1	$1.2M	-5%	27k	45.18	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Muni (BSMQ)	0.1	$1.2M	-46%	53k	23.42	View chart
Target Corporation (TGT)	0.1	$1.2M		7.7k	156.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.1	$1.2M	+5%	19k	61.26	View chart
Pepsi (PEP)	0.1	$1.2M		9.1k	126.72	View chart
J P Morgan Exchange Traded F Betabuilders Us (BBAG)	0.1	$1.1M	-49%	26k	43.83	View chart
Amgen (AMGN)	0.1	$1.1M	-37%	2.7k	421.51	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	0.1	$1.1M		1.7k	656.71	View chart
Wec Energy Group (WEC)	0.1	$1.1M		11k	100.78	View chart
Goldman Sachs Etf Tr Equal Weight Us (GSEW)	0.1	$1.0M		11k	93.08	View chart
Hewlett Packard Enterprise (HPE)	0.1	$998k	NEW	16k	63.89	View chart
Ishares Tr Ibonds Dec 28 (IBMQ)	0.1	$994k		40k	25.14	View chart
salesforce (CRM)	0.1	$988k	-45%	4.3k	229.57	View chart
AFLAC Incorporated (AFL)	0.1	$971k		8.7k	111.78	View chart
Select Sector Spdr Tr St Str Discr Etf (XLY)	0.1	$960k	+30%	8.8k	108.84	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$957k		5.7k	168.42	View chart
International Business Machines (IBM)	0.0	$912k		4.1k	219.93	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.0	$875k	-2%	1.9k	456.19	View chart
Phillips 66 (PSX)	0.0	$869k		3.4k	255.31	View chart
Vanguard Index Fds Mrngstr Mid Cap (VO)	0.0	$861k	+3%	11k	78.42	View chart
Deere & Company (DE)	0.0	$844k	-4%	1.3k	671.55	View chart
Air Products & Chemicals (APD)	0.0	$843k		3.0k	278.23	View chart
Ishares Tr Core S&p Us Gwt (IUSG)	0.0	$839k	-7%	4.3k	193.75	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.0	$814k		3.5k	233.31	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.0	$794k	-7%	49k	16.14	View chart
Invesco Exchange Traded Fd T S&p 500a Eql (RSPC)	0.0	$783k	-5%	22k	35.08	View chart
Vanguard Index Fds Mrngstr Val Etf (VTV)	0.0	$774k	-8%	3.6k	216.08	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.0	$759k	+2%	7.3k	104.54	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.0	$759k	-42%	8.5k	89.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.0	$747k		1.00	747005.00	View chart
1vanguard Whitehall Fds Intl High Etf (VYMI)	0.0	$741k		7.3k	101.13	View chart
3M Company (MMM)	0.0	$740k	-15%	4.5k	164.15	View chart
Invesco Exch Trd Slf Idx Bulletshs 32 Mun (BSMW)	0.0	$733k	-73%	31k	23.61	View chart
Invesco Exch Trd Slf Idx Bulle Mun Etf (BSSX)	0.0	$730k	-73%	30k	24.08	View chart
Ishares Core Msci Emkt (IEMG)	0.0	$724k		8.9k	81.16	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$722k		10k	70.51	View chart
AutoZone (AZO)	0.0	$722k	-21%	255.00	2830.02	View chart
Starbucks Corporation (SBUX)	0.0	$710k		7.6k	93.96	View chart
Advanced Micro Devices (AMD)	0.0	$702k	-8%	1.1k	611.76	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$701k		7.2k	96.88	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.0	$698k		6.4k	109.61	View chart
Vanguard Index Fds Mrngstr Grwt Etf (VUG)	0.0	$694k	+11%	7.7k	90.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.0	$673k		13k	53.58	View chart
Philip Morris International (PM)	0.0	$669k		3.5k	190.82	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.0	$663k	-2%	5.3k	125.26	View chart
General Dynamics Corporation (GD)	0.0	$652k		2.0k	331.83	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.0	$607k	-31%	5.5k	110.97	View chart
Standex Int'l (SXI)	0.0	$604k		2.2k	273.06	View chart
Lockheed Martin Corporation (LMT)	0.0	$580k	-7%	1.1k	509.25	View chart
Vanguard Index Fds MRNGSTR SML CP V (VBR)	0.0	$560k	+3%	2.4k	231.03	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.0	$551k		5.2k	105.71	View chart
Vanguard World Extended Dur (EDV)	0.0	$540k	-12%	9.7k	55.45	View chart
W.W. Grainger (GWW)	0.0	$523k		420.00	1245.76	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$489k		5.0k	97.24	View chart
Bristol Myers Squibb (BMY)	0.0	$478k		7.7k	62.40	View chart
Moody's Corporation (MCO)	0.0	$477k		1.1k	454.13	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf	0.0	$471k	+25%	11k	44.45	View chart
Cummins (CMI)	0.0	$463k		896.00	516.57	View chart
DTE Energy Company (DTE)	0.0	$462k		3.8k	121.80	View chart
Sherwin-Williams Company (SHW)	0.0	$451k		1.4k	323.27	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$444k	-8%	8.3k	53.40	View chart
Metropcs Communications (TMUS)	0.0	$442k	+3%	2.7k	163.08	View chart
Oracle Corporation (ORCL)	0.0	$441k	-56%	3.2k	137.30	View chart
Booking Holdings (BKNG)	0.0	$432k		2.7k	162.91	View chart
Invesco Exch Trd Slf Idx Bulletshs 31 Mun (BSMV)	0.0	$430k	-82%	22k	19.89	View chart
American Express Company (AXP)	0.0	$412k		1.4k	304.10	View chart
American Electric Power Company (AEP)	0.0	$408k		3.4k	118.64	View chart
Brookfield Corp Cl A Ltd Vt Sh (BN)	0.0	$403k		11k	36.46	View chart
Vanguard World Esg Us Stk Etf (ESGV)	0.0	$399k	-2%	2.9k	135.53	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.0	$392k		20k	20.12	View chart
Everest Re Group (EG)	0.0	$383k		1.1k	365.17	View chart
Ross Stores (ROST)	0.0	$371k	+26%	1.6k	233.40	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.0	$363k	NEW	1.4k	264.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.0	$362k	-3%	2.0k	183.37	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$349k	-7%	2.3k	155.20	View chart
Allstate Corporation (ALL)	0.0	$334k		1.5k	221.86	View chart
Alliant Energy Corporation (LNT)	0.0	$330k	-4%	5.2k	63.30	View chart
Charles Schwab Corporation (SCHW)	0.0	$314k		3.2k	97.74	View chart
Travelers Companies (TRV)	0.0	$312k		875.00	356.51	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.0	$308k	-36%	6.4k	47.86	View chart
Vanguard World Mrngstr Mega Cap (MGK)	0.0	$303k		3.3k	92.65	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$297k		2.1k	142.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.0	$295k		6.2k	47.85	View chart
Shell Spon Ads (SHEL)	0.0	$292k		3.1k	95.05	View chart
Honeywell International (HON)	0.0	$290k		1.4k	210.94	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.0	$288k		10k	28.84	View chart
Vanguard World Utilities Etf (VPU)	0.0	$288k		1.7k	171.00	View chart
1schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.0	$287k		8.8k	32.63	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.0	$278k	NEW	7.5k	37.02	View chart
Fastenal Company (FAST)	0.0	$268k		5.4k	49.53	View chart
Unilever Spon Adr New (UL)	0.0	$266k		4.4k	60.73	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$263k		3.2k	82.97	View chart
Stryker Corporation (SYK)	0.0	$258k		937.00	275.39	View chart
At&t (T)	0.0	$258k	-10%	11k	24.40	View chart
Marvell Technology (MRVL)	0.0	$251k		950.00	264.21	View chart
Creative Media & Cmnty Tr 5.5% Pfd Ser A	0.0	$250k		10k	25.00	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$250k		2.2k	112.09	View chart
Gilead Sciences (GILD)	0.0	$250k	-22%	1.7k	149.05	View chart
Vulcan Materials Company (VMC)	0.0	$248k		1.0k	244.63	View chart
Ishares Tr Agency Bond Etf (AGZ)	0.0	$245k	NEW	2.3k	106.54	View chart
PNC Financial Services (PNC)	0.0	$239k		1.1k	222.26	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.0	$237k		9.4k	25.24	View chart
Spdr Gold Tr Gold Shs (GLD)	0.0	$236k	-4%	620.00	380.84	View chart
Colgate-Palmolive Company (CL)	0.0	$235k	-2%	2.8k	85.32	View chart
Verizon Communications (VZ)	0.0	$235k	-2%	5.1k	45.87	View chart
Intel Corporation (INTC)	0.0	$234k		1.9k	120.23	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.0	$232k	-3%	3.7k	62.60	View chart
Duke Energy Corp Com New (DUK)	0.0	$231k		2.0k	114.01	View chart
Constellation Brands Cl A (STZ)	0.0	$230k		2.0k	113.06	View chart
Select Sector Spdr Tr St Str Stapl Etf (XLP)	0.0	$223k		2.8k	80.60	View chart
Capital One Financial (COF)	0.0	$220k	-18%	1.1k	193.07	View chart
Copart (CPRT)	0.0	$218k		8.0k	27.28	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.0	$214k		118.00	1811.67	View chart
Honeywell Aerospace (HONA)	0.0	$213k		1.4k	154.97	View chart
O'reilly Automotive (ORLY)	0.0	$212k		2.5k	85.41	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$208k		21k	10.07	View chart
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)	0.0	$208k	NEW	9.2k	22.72	View chart
Pfizer (PFE)	0.0	$208k	NEW	7.3k	28.52	View chart
Vanguard World Mrngstr Cap Etf (MGC)	0.0	$206k	NEW	730.00	282.31	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$202k	NEW	1.6k	125.67	View chart
Neumora Therapeutics (NMRA)	0.0	$15k		25k	0.60	View chart
Genuine Mktg Group Com New (GMGZ)	0.0	$12k	NEW	82k	0.15	View chart
Akebia Therapeutics (AKBA)	0.0	$11k		12k	0.92	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 Q3 filed Oct. 6, 2026
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

View all past filings

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