§ 13F · FUND PROFILE
Legacy Private Trust Co..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1.7B (13F)Positions · 337Turnover · — · Q1Filed · Apr 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$6M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 325K | $212M | 13.0% | −1% |
| 2 | VTI | VANGUARD INDEX FDS | 483K | $155M | 9.5% | −2% |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | 1.08M | $69M | 4.3% | −2% |
| 4 | SPTM | SPDR SERIES TRUST | 861K | $68M | 4.2% | −1% |
| 5 | AAPL | APPLE INC | 187K | $47M | 2.9% | +2% |
| 6 | NVDA | NVIDIA CORPORATION | 249K | $43M | 2.7% | −3% |
| 7 | VXF | VANGUARD INDEX FDS | 164K | $34M | 2.1% | −3% |
| 8 | GOOGL | ALPHABET INC | 116K | $33M | 2.0% | −3% |
| 9 | SCHB | SCHWAB STRATEGIC TR | 1.21M | $30M | 1.9% | −4% |
| 10 | AVGO | BROADCOM INC | 90K | $28M | 1.7% | +1% |
§ 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 $1.7 billion in assets. The fund runs a broad portfolio of 337 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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