§ 13F · FUND PROFILE
Legacy Private Trust Co..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1548.1T (13F)Positions · 329Turnover · — · Q4Filed · Jan 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$29.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 330K | $226.4T | 13.3% | +1% |
| 2 | VTI | VANGUARD INDEX FDS | 490K | $164.4T | 9.6% | — |
| 3 | SPTM | SPDR SERIES TRUST | 868K | $71.6T | 4.2% | −1% |
| 4 | VEA | VANGUARD TAX-MANAGED FDS | 1.11M | $69.1T | 4.1% | +1% |
| 5 | AAPL | APPLE INC | 190K | $51.8T | 3.0% | −2% |
| 6 | NVDA | NVIDIA CORPORATION | 257K | $48.0T | 2.8% | −2% |
| 7 | GOOGL | ALPHABET INC | 119K | $37.4T | 2.2% | −3% |
| 8 | VXF | VANGUARD INDEX FDS | 170K | $35.6T | 2.1% | ±0% |
| 9 | SCHB | SCHWAB STRATEGIC TR | 1.33M | $35.0T | 2.1% | ±0% |
| 10 | MSFT | MICROSOFT CORP | 71K | $34.3T | 2.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Private Trust Co. is a Other fund managing $1548055.9 trillion in assets. The fund runs a broad portfolio of 329 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed