StockDriftsStockDriftsTop 50 Legacy Private Trust Co. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.65% | 326.3K | $244.4M | -1.27%(-4.21K) | $331.92(+134.67%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 9.74% | 471.1K | $174.3M | -3.34%(-16.27K) | $205.62(+86.44%) | 2026-06-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.49% | 1.13M | $80.3M | +0.41%(+4.64K) | $46.24(+60.05%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.25% | 792.6K | $58.2M | +113.63%(+421.56K) | $73.65(-1.90%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 3.18% | 626.7K | $56.9M | -29.27%(-259.30K) | $63.95(+47.44%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.95% | 182.8K | $52.9M | -3.68%(-6.98K) | $82.43(+270.47%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 2.72% | 243.2K | $48.7M | -3.58%(-9.04K) | $6.83(+3208.74%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 2.25% | 163.4K | $40.2M | -3.01%(-5.06K) | $156.44(+58.43%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.25% | 112.5K | $40.2M | -4.02%(-4.71K) | $72.06(+378.40%) | 2026-06-30 | |
| SCHB | SCHWAB STRATEGIC TR | 2.03% | 1.25M | $36.3M | -2.21%(-28.35K) | $13.86(+116.55%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.57% | +62.51% | +9.27% | +55.77% |
| Top 20 Holdings Unweighted | +17.43% | +61.92% | +9.00% | +53.84% |
Legacy Private Trust Co. reports $1.81B in US-listed equity holdings across 262 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.7%), VTI (9.7%) and VEA (4.5%). The top 20 holdings account for 60.64% of reported assets. Its disclosed equity book has returned +62.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Private Trust Co.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1352547). View Legacy Private Trust Co.’s 13F filings on SEC