Legacy Trust
Latest statistics and disclosures from Legacy Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IVV, MSFT, GOOGL, TSM, and represent 20.49% of Legacy Trust's stock portfolio.
- Added to shares of these 10 stocks: CRM, SYK, IVV, AVGO, ETN, AMAT, NOC, UBER, IQLT, MSFT.
- Started 16 new stock positions in SPTS, WSO, OKE, PH, NOC, ETN, LRCX, MS, IQLT, HUBB. NVT, JAAA, IEF, RSP, IAU, AMAT.
- Reduced shares in these 10 stocks: JPM, NVDA, EW, HD, IWV, VEA, , BKNG, WFC, BAC.
- Sold out of its positions in BAC, BKNG, GWRE, PGR, WFC.
- Legacy Trust was a net buyer of stock by $12M.
- Legacy Trust has $522M in assets under management (AUM), dropping by -2.39%.
- Central Index Key (CIK): 0001772483
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Portfolio Holdings for Legacy Trust
Legacy Trust holds 203 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 | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.1 | $32M | 126k | 253.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 5.4 | $28M | +8% | 43k | 653.22 |
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| Microsoft Corporation (MSFT) | 3.2 | $17M | +2% | 45k | 370.17 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.0 | $16M | 54k | 287.56 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 2.8 | $15M | 43k | 337.95 |
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| NVIDIA Corporation (NVDA) | 2.5 | $13M | -14% | 75k | 174.40 |
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| Goldman Sachs (GS) | 2.5 | $13M | 15k | 845.99 |
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| United Rentals (URI) | 2.4 | $13M | 17k | 728.56 |
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| Raytheon Technologies Corp (RTX) | 2.3 | $12M | 61k | 192.90 |
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| Johnson & Johnson (JNJ) | 2.1 | $11M | +2% | 45k | 244.44 |
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| Palo Alto Networks (PANW) | 2.1 | $11M | +2% | 68k | 160.32 |
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| Visa Com Cl A (V) | 2.1 | $11M | 36k | 302.24 |
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| Cheniere Energy Com New (LNG) | 2.0 | $11M | 37k | 283.76 |
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| Amazon (AMZN) | 2.0 | $10M | +2% | 50k | 208.27 |
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| W.W. Grainger (GWW) | 2.0 | $10M | 9.5k | 1090.81 |
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| Stryker Corporation (SYK) | 1.9 | $10M | +36% | 31k | 328.59 |
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| American Express Company (AXP) | 1.9 | $9.8M | +2% | 32k | 302.48 |
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| Cummins (CMI) | 1.9 | $9.7M | 18k | 538.02 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.8 | $9.6M | 77k | 124.31 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.7 | $9.1M | 14k | 650.34 |
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| Costco Wholesale Corporation (COST) | 1.6 | $8.5M | 8.5k | 996.43 |
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| Meta Platforms Cl A (META) | 1.6 | $8.5M | 15k | 572.13 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.5 | $7.8M | +4% | 115k | 67.53 |
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| Expedia Group Com New (EXPE) | 1.4 | $7.4M | 32k | 230.89 |
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| JPMorgan Chase & Co. (JPM) | 1.4 | $7.1M | -38% | 24k | 294.16 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.3 | $7.0M | -4% | 19k | 370.68 |
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| Intuitive Surgical Com New (ISRG) | 1.1 | $5.6M | +2% | 12k | 460.99 |
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| Qualcomm (QCOM) | 1.0 | $5.3M | +2% | 41k | 128.78 |
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| Take-Two Interactive Software (TTWO) | 1.0 | $5.0M | 25k | 197.50 |
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| Lennar Corp Cl A (LEN) | 0.9 | $4.8M | +3% | 56k | 86.84 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.9 | $4.7M | 19k | 248.00 |
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| Dupont De Nemours (DD) | 0.9 | $4.6M | +2% | 101k | 45.80 |
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| Albemarle Corporation (ALB) | 0.9 | $4.6M | 26k | 179.53 |
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| salesforce (CRM) | 0.8 | $4.2M | +1245% | 23k | 186.67 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $4.2M | +9% | 15k | 286.86 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.8 | $4.2M | 43k | 97.23 |
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| Ally Financial (ALLY) | 0.8 | $4.1M | +3% | 104k | 39.23 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.7 | $3.9M | 40k | 97.13 |
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| Wynn Resorts (WYNN) | 0.7 | $3.6M | +4% | 36k | 101.55 |
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| Us Bancorp Com New (USB) | 0.7 | $3.6M | +3% | 70k | 52.01 |
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| Incyte Corporation (INCY) | 0.7 | $3.5M | +2% | 37k | 94.12 |
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| Uber Technologies (UBER) | 0.7 | $3.5M | +14% | 48k | 71.93 |
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| Home Depot (HD) | 0.7 | $3.4M | -10% | 10k | 328.89 |
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| Kla Corp Com New (KLAC) | 0.6 | $3.3M | 2.2k | 1472.41 |
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| Chewy Cl A (CHWY) | 0.6 | $3.2M | +4% | 118k | 27.00 |
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| Walt Disney Company (DIS) | 0.6 | $3.0M | +2% | 31k | 96.38 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $2.8M | +13% | 50k | 56.79 |
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| Oracle Corporation (ORCL) | 0.5 | $2.7M | 19k | 147.11 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $2.6M | +14% | 16k | 169.66 |
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| TJX Companies (TJX) | 0.5 | $2.5M | 16k | 159.70 |
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| Nike CL B (NKE) | 0.5 | $2.4M | +8% | 46k | 52.82 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $2.4M | -7% | 5.7k | 426.40 |
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| EOG Resources (EOG) | 0.5 | $2.4M | +14% | 17k | 144.57 |
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| Paypal Holdings (PYPL) | 0.5 | $2.4M | +4% | 53k | 45.23 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.3M | +8% | 2.5k | 919.77 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.2M | -5% | 4.6k | 479.20 |
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| Ecolab (ECL) | 0.4 | $2.2M | 8.1k | 266.02 |
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| Lauder Estee Cos Cl A (EL) | 0.4 | $1.9M | +9% | 27k | 71.77 |
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| Illumina (ILMN) | 0.3 | $1.8M | +8% | 15k | 123.26 |
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| Abbvie (ABBV) | 0.3 | $1.8M | +11% | 8.2k | 217.49 |
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| Pepsi (PEP) | 0.3 | $1.7M | 11k | 155.29 |
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| Starbucks Corporation (SBUX) | 0.3 | $1.7M | 19k | 89.59 |
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| Broadcom (AVGO) | 0.3 | $1.7M | +53% | 5.3k | 309.51 |
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| Valero Energy Corporation (VLO) | 0.3 | $1.7M | 6.7k | 247.08 |
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| Thermo Fisher Scientific (TMO) | 0.3 | $1.6M | 3.3k | 491.53 |
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| Align Technology (ALGN) | 0.3 | $1.6M | +11% | 9.2k | 171.43 |
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| Zoetis Cl A (ZTS) | 0.3 | $1.6M | 13k | 118.21 |
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| Chevron Corporation (CVX) | 0.3 | $1.6M | 7.5k | 206.90 |
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| McDonald's Corporation (MCD) | 0.3 | $1.5M | 5.0k | 310.79 |
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| Nextera Energy (NEE) | 0.3 | $1.5M | 16k | 92.88 |
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| Roper Industries (ROP) | 0.3 | $1.5M | 4.3k | 353.86 |
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| Anthem (ELV) | 0.3 | $1.5M | 5.2k | 292.75 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.3 | $1.4M | 4.8k | 287.18 |
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| Amphenol Corp Cl A (APH) | 0.3 | $1.4M | 11k | 126.35 |
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| Gentex Corporation (GNTX) | 0.3 | $1.4M | 62k | 21.85 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $1.2M | 5.0k | 243.08 |
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| Ishares Tr Select Divid Etf (DVY) | 0.2 | $1.2M | 7.8k | 151.41 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.2M | -2% | 5.5k | 215.06 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $1.2M | -18% | 18k | 64.08 |
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| FedEx Corporation (FDX) | 0.2 | $1.1M | 3.0k | 356.18 |
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| Caterpillar (CAT) | 0.2 | $1.1M | -12% | 1.5k | 708.46 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.2 | $1.1M | 15k | 70.18 |
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| Amgen (AMGN) | 0.2 | $1.0M | 3.0k | 351.85 |
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| Cisco Systems (CSCO) | 0.2 | $1.0M | -10% | 14k | 77.59 |
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| Intel Corporation (INTC) | 0.2 | $1.0M | 24k | 44.13 |
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| Coca-Cola Company (KO) | 0.2 | $1.0M | +7% | 14k | 76.05 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.2 | $1.0M | -3% | 2.9k | 356.56 |
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| Union Pacific Corporation (UNP) | 0.2 | $965k | 4.0k | 242.62 |
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| Procter & Gamble Company (PG) | 0.2 | $945k | +3% | 6.5k | 144.44 |
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| Fifth Third Ban (FITB) | 0.2 | $927k | +9% | 20k | 46.46 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.2 | $916k | -17% | 4.3k | 213.67 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $893k | +37% | 9.9k | 90.53 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $886k | 2.8k | 320.81 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $866k | 4.5k | 191.83 |
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| Lululemon Athletica (LULU) | 0.2 | $851k | +20% | 5.6k | 153.10 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $837k | 5.8k | 144.71 |
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| Etf Ser Solutions Aptus Collrd Inv (ACIO) | 0.2 | $824k | 20k | 41.96 |
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| Ameriprise Financial (AMP) | 0.2 | $821k | 1.8k | 444.40 |
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| Abbott Laboratories (ABT) | 0.2 | $812k | -20% | 7.9k | 102.67 |
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| International Business Machines (IBM) | 0.2 | $812k | 3.3k | 242.39 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $783k | 17k | 45.87 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $782k | 1.3k | 597.55 |
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| Pfizer (PFE) | 0.1 | $775k | +27% | 28k | 28.08 |
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| Merck & Co (MRK) | 0.1 | $758k | +2% | 6.3k | 120.29 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $746k | 1.3k | 577.18 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $733k | 3.0k | 244.18 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.1 | $719k | 2.3k | 313.81 |
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| Ishares Msci Emrg Chn (EMXC) | 0.1 | $702k | +92% | 8.9k | 78.66 |
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| Intuit (INTU) | 0.1 | $701k | -16% | 1.6k | 432.38 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $682k | 3.4k | 198.29 |
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| IDEXX Laboratories (IDXX) | 0.1 | $672k | 1.2k | 561.89 |
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| Norfolk Southern (NSC) | 0.1 | $631k | 2.2k | 287.00 |
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| American Tower Reit (AMT) | 0.1 | $628k | 3.6k | 172.58 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $627k | 4.3k | 146.28 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $607k | -3% | 1.4k | 430.29 |
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| Colgate-Palmolive Company (CL) | 0.1 | $606k | 7.1k | 85.23 |
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| Blackrock (BLK) | 0.1 | $588k | 611.00 | 961.71 |
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| Deere & Company (DE) | 0.1 | $584k | 1.0k | 563.30 |
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| Edwards Lifesciences (EW) | 0.1 | $583k | -50% | 7.3k | 80.08 |
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| Pacer Fds Tr Trendp Us Lar Cp (PTLC) | 0.1 | $572k | 11k | 52.46 |
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| Micron Technology (MU) | 0.1 | $564k | -7% | 1.7k | 337.84 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $560k | 1.1k | 499.66 |
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| Pacer Fds Tr Trendp Us Mid Cp (PTMC) | 0.1 | $559k | +11% | 15k | 36.57 |
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| At&t (T) | 0.1 | $547k | -2% | 19k | 28.99 |
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| Eaton Corp SHS (ETN) | 0.1 | $544k | NEW | 1.5k | 357.67 |
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| First Tr Exchange-traded Us Eqty Oppt Etf (FPX) | 0.1 | $529k | 3.3k | 158.81 |
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| Honeywell International (HON) | 0.1 | $524k | 2.3k | 226.03 |
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| Applied Materials (AMAT) | 0.1 | $524k | NEW | 1.5k | 341.79 |
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| Intercontinental Exchange (ICE) | 0.1 | $510k | 3.2k | 157.28 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $494k | 2.1k | 239.99 |
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| Pacer Fds Tr Trendpilot 100 (PTNQ) | 0.1 | $488k | 6.7k | 72.96 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.1 | $487k | 2.6k | 189.59 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $484k | NEW | 709.00 | 682.24 |
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| Pacer Fds Tr Trendpilot Intl (PTIN) | 0.1 | $473k | +13% | 15k | 32.52 |
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| Advanced Micro Devices (AMD) | 0.1 | $473k | 2.3k | 203.43 |
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| Archer Daniels Midland Company (ADM) | 0.1 | $467k | 6.4k | 72.69 |
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| First Tr Exchange-traded SHS (FVD) | 0.1 | $460k | 9.8k | 47.03 |
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| Jacobs Engineering Group (J) | 0.1 | $458k | 3.6k | 127.28 |
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| Spdr Series Trust State Street Spd (LGLV) | 0.1 | $457k | 2.6k | 178.10 |
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| Philip Morris International (PM) | 0.1 | $456k | +7% | 2.8k | 165.34 |
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| Southern Company (SO) | 0.1 | $453k | -3% | 4.7k | 96.52 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 0.1 | $448k | -7% | 5.8k | 77.18 |
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| General Dynamics Corporation (GD) | 0.1 | $447k | 1.3k | 343.22 |
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| Emerson Electric (EMR) | 0.1 | $440k | 3.4k | 131.02 |
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| ConocoPhillips (COP) | 0.1 | $436k | -4% | 3.3k | 132.00 |
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| Boeing Company (BA) | 0.1 | $433k | 2.2k | 199.03 |
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| 3M Company (MMM) | 0.1 | $432k | -3% | 3.0k | 145.23 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $429k | 1.4k | 298.85 |
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| Spdr Series Trust State Street Spd (SDY) | 0.1 | $427k | 2.9k | 145.94 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $412k | 3.6k | 113.11 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $402k | 4.0k | 100.57 |
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| Autodesk (ADSK) | 0.1 | $396k | 1.7k | 239.40 |
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| Linde SHS (LIN) | 0.1 | $396k | 799.00 | 495.76 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $396k | 4.3k | 92.74 |
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| Altria (MO) | 0.1 | $394k | -5% | 6.0k | 65.99 |
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| Ishares Tr Msci Intl Qualty (IQLT) | 0.1 | $393k | NEW | 8.5k | 46.23 |
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| Fastenal Company (FAST) | 0.1 | $391k | 8.4k | 46.40 |
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| Wal-Mart Stores (WMT) | 0.1 | $382k | 3.1k | 124.28 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $380k | 2.9k | 130.94 |
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| Nucor Corporation (NUE) | 0.1 | $372k | -4% | 2.2k | 169.10 |
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| Fortinet (FTNT) | 0.1 | $353k | +68% | 4.3k | 81.72 |
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| Fiserv (FISV) | 0.1 | $348k | 6.2k | 55.80 |
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| Rollins (ROL) | 0.1 | $347k | 6.5k | 53.41 |
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| Toro Company (TTC) | 0.1 | $336k | 3.6k | 93.44 |
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| Cme (CME) | 0.1 | $335k | 1.1k | 295.35 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $334k | NEW | 3.5k | 95.44 |
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| Spdr Series Trust State Street Spd (SLYG) | 0.1 | $333k | 3.5k | 96.62 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $330k | 3.5k | 94.24 |
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| Verizon Communications (VZ) | 0.1 | $322k | -17% | 6.4k | 50.20 |
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| Carrier Global Corporation (CARR) | 0.1 | $321k | +3% | 5.7k | 56.31 |
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| Morgan Stanley Com New (MS) | 0.1 | $318k | NEW | 1.9k | 164.57 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $313k | NEW | 1.6k | 191.92 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $306k | NEW | 3.5k | 88.16 |
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| Air Products & Chemicals (APD) | 0.1 | $295k | 1.0k | 290.49 |
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| Nvent Elec SHS (NVT) | 0.1 | $292k | NEW | 2.5k | 118.28 |
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| Ge Aerospace Com New (GE) | 0.1 | $292k | -11% | 1.0k | 283.77 |
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| Travelers Companies (TRV) | 0.1 | $292k | 1.0k | 291.68 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.1 | $282k | +7% | 1.1k | 261.92 |
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| Medtronic SHS (MDT) | 0.1 | $280k | 3.2k | 86.65 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $278k | 4.4k | 62.97 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $275k | 1.3k | 211.15 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.1 | $267k | 3.9k | 68.79 |
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| Ishares Tr Ibonds 29 Tr Hi (IBHI) | 0.1 | $264k | 11k | 23.28 |
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| Invesco Exch Traded Fd Tr Ii S&p Smlcp Low (XSLV) | 0.1 | $263k | 5.6k | 47.20 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.1 | $263k | 426.00 | 616.76 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $258k | NEW | 1.2k | 213.66 |
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| J.B. Hunt Transport Services (JBHT) | 0.0 | $258k | 1.2k | 211.90 |
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| Target Corporation (TGT) | 0.0 | $255k | -2% | 2.1k | 121.20 |
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| Constellation Energy (CEG) | 0.0 | $254k | 911.00 | 279.25 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.0 | $237k | +26% | 542.00 | 436.79 |
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| Toyota Motor Corp Ads (TM) | 0.0 | $235k | 1.1k | 206.09 |
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| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.0 | $233k | NEW | 4.6k | 50.37 |
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| Oneok (OKE) | 0.0 | $228k | NEW | 2.5k | 90.39 |
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| Spdr Series Trust State Street Spd (SPTS) | 0.0 | $227k | NEW | 7.8k | 29.18 |
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| Parker-Hannifin Corporation (PH) | 0.0 | $221k | NEW | 247.00 | 895.24 |
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| Otis Worldwide Corp (OTIS) | 0.0 | $216k | +3% | 2.8k | 77.08 |
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| Hubbell (HUBB) | 0.0 | $213k | NEW | 434.00 | 490.74 |
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| Watsco, Incorporated (WSO) | 0.0 | $200k | NEW | 551.00 | 363.79 |
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| Huntington Bancshares Incorporated (HBAN) | 0.0 | $199k | +8% | 13k | 15.65 |
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| Tesla Motors (TSLA) | 0.0 | $197k | 531.00 | 371.75 |
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| Ford Motor Company (F) | 0.0 | $166k | 14k | 11.54 |
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| Verrica Pharmaceuticals Com Shs (VRCA) | 0.0 | $91k | 17k | 5.29 |
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| Ufp Industries (UFPI) | 0.0 | $77k | 840.00 | 92.12 |
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Past Filings by Legacy Trust
SEC 13F filings are viewable for Legacy Trust going back to 2022
- Legacy Trust 2026 Q1 filed April 14, 2026
- Legacy Trust 2025 Q4 filed Jan. 22, 2026
- Legacy Trust 2025 Q3 filed Oct. 24, 2025
- Legacy Trust 2025 Q2 filed July 22, 2025
- Legacy Trust 2025 Q1 filed April 16, 2025
- Legacy Trust 2024 Q4 filed Jan. 23, 2025
- Legacy Trust 2024 Q3 filed Oct. 29, 2024
- Legacy Trust 2024 Q2 filed July 16, 2024
- Legacy Trust 2024 Q1 filed April 23, 2024
- Legacy Trust 2023 Q4 filed Jan. 24, 2024
- Legacy Trust 2023 Q3 filed Oct. 16, 2023
- Legacy Trust 2023 Q2 filed Aug. 8, 2023
- Legacy Trust 2023 Q1 filed April 19, 2023
- Legacy Trust 2022 Q4 filed April 3, 2023