StockDriftsStockDriftsTop 50 Legacy Private Trust CO Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 13.69% | 323.7K | $247.9M | -0.81%(-2.65K) | $331.92(+131.98%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 9.57% | 463.1K | $173.3M | -1.71%(-8.05K) | $205.62(+82.63%) | 2026-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.48% | 1.15M | $81.1M | +1.93%(+21.78K) | $46.71(+48.49%) | 2026-09-30 | |
| AAPL | APPLE INC | 3.3% | 179.3K | $59.7M | -1.88%(-3.44K) | $82.43(+316.04%) | 2026-09-30 | |
| SPTM | SPDR SERIES TRUST | 3.12% | 613.6K | $56.5M | -2.08%(-13.06K) | $63.93(+44.87%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 3.01% | 238.6K | $54.5M | -1.91%(-4.65K) | $7.05(+2978.17%) | 2026-09-30 | |
| BND | VANGUARD BD INDEX FDS | 2.5% | 645.2K | $45.3M | -18.59%(-147.33K) | $73.65(-4.14%) | 2026-09-30 | |
| BOND | PIMCO ETF TR | 2.31% | 481.4K | $41.9M | +45.66%(+150.91K) | $91.30(-4.05%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 2.12% | 111.5K | $38.4M | -0.88%(-989) | $72.63(+373.88%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 2.07% | 161.6K | $37.4M | -1.09%(-1.78K) | $156.43(+45.22%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.52% | +70.71% | +9.87% | +60.14% |
| Top 20 Holdings Unweighted | +19.22% | +69.45% | +9.63% | +58.35% |
Legacy Private Trust CO reports $1.83B in US-listed equity holdings across 268 positions in its most recent 13F filing. Its largest disclosed positions are IVV (13.7%), VTI (9.6%) and VEA (4.5%). The top 20 holdings account for 61.4% of reported assets. Its disclosed equity book has returned +70.71% on a three-year cumulative basis. Figures reflect the Q3 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