§ 13F · FUND PROFILE
Legacy Trust.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $407.7T (13F)Positions · 144Turnover · — · Q4Filed · Jan 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$4.8T 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 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 124K | $33.8T | 6.3% | +1% |
| 2 | IVV | ISHARES TR | 40K | $27.2T | 5.1% | +6% |
| 3 | MSFT | MICROSOFT CORP | 44K | $21.5T | 4.0% | +3% |
| 4 | GOOGL | ALPHABET INC | 54K | $17.0T | 3.2% | +1% |
| 5 | NVDA | NVIDIA CORPORATION | 87K | $16.3T | 3.0% | −2% |
| 6 | URI | UNITED RENTALS INC | 17K | $14.0T | 2.6% | ±0% |
| 7 | GS | GOLDMAN SACHS GROUP INC | 15K | $13.6T | 2.5% | ±0% |
| 8 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 43K | $13.2T | 2.5% | −1% |
| 9 | JPM | JPMORGAN CHASE & CO. | 40K | $12.8T | 2.4% | +2% |
| 10 | V | VISA INC | 35K | $12.3T | 2.3% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy Trust is a Other fund managing $407697.9 trillion in assets. The fund runs a portfolio of 144 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