Legacy Private Trust Co.: 13F holdings
CIK 13525472026Q2
| Positions | 262 |
|---|
| Reported value | $1.8bn |
|---|
| Filed | 2026-07-21 |
|---|
Change since last quarter
| Positions | 262 (+5 vs prior quarter) |
|---|
| Reported value | $1.8bn (+11.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 326,335 | $244.4m | 13.5% |
| VTI VANGUARD INDEX FDS | 471,133 | $174.3m | 9.7% |
| VEA VANGUARD TAX-MANAGED FDS | 1,127,134 | $80.3m | 4.4% |
| BND VANGUARD BD INDEX FDS | 792,562 | $58.2m | 3.2% |
| SPYM 1SPDR SERIES TRUST | 626,685 | $56.9m | 3.1% |
| AAPL APPLE INC | 182,762 | $52.9m | 2.9% |
| NVDA NVIDIA CORPORATION | 243,225 | $48.7m | 2.7% |
| VXF VANGUARD INDEX FDS | 163,353 | $40.2m | 2.2% |
| GOOGL ALPHABET INC | 112,539 | $40.2m | 2.2% |
| SCHB SCHWAB STRATEGIC TR | 1,253,734 | $36.3m | 2.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1352547")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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