§ 13F · FUND PROFILE
Legacy Private Trust Co..
AUM · $1.8B (13F)Positions · 382Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 322K | $241M | 13.4% | −1% |
| 2 | VTI | VANGUARD INDEX FDS | 469K | $174M | 9.6% | −3% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.09M | $77M | 4.3% | ±0% |
| 4 | BND | VANGUARD BD INDEX FDS | 783K | $57M | 3.2% | +114% |
| 5 | SPTM | 1SPDR SERIES TRUST | 608K | $55M | 3.1% | −29% |
| 6 | AAPL | APPLE INC | 180K | $52M | 2.9% | −4% |
| 7 | NVDA | NVIDIA CORPORATION | 240K | $48M | 2.7% | −4% |
| 8 | GOOGL | ALPHABET INC | 111K | $40M | 2.2% | −4% |
| 9 | VXF | VANGUARD INDEX FDS | 160K | $39M | 2.2% | −3% |
| 10 | SCHB | SCHWAB STRATEGIC TR | 1.18M | $34M | 1.9% | −2% |
§ 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 $1.8 billion in assets. The fund runs a broad portfolio of 382 positions.
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