Legacy Trust 13F Holdings

CIK 0001772483 · GRAND RAPIDS, MI

As of Sep 30, 2025, Legacy Trust reported 188 positions worth $507.2M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
APPLE INCAAPLTechnology122,764$31.3M6.16%
ISHARES CORE S&P 500 ETFIVV—37,407$25.0M4.94%
MICROSOFT CORPMSFTTechnology42,934$22.2M4.38%
NVIDIA CORPNVDATechnology89,466 6.7M3.29%
UNITED RENTALS INCURIIndustrials17,256 6.5M3.25%
PALO ALTO NETWORKS INCPANWTechnology65,651 3.4M2.64%
ALPHABET INCGOOGLEquity53,447 3.0M2.56%
JPMORGAN CHASE & COJPMFinancial Services39,140 2.3M2.43%
GOLDMAN SACHS GROUP INCGSFinancial Services15,417 2.3M2.42%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology43,536 2.2M2.40%
VISA INC-CLASS A SHARESVFinancial Services34,728 1.9M2.34%
AMAZON.COM INCAMZNEquity47,938 0.5M2.08%
META PLATFORMS INCMETACommunication Services14,214 0.4M2.06%
AMERICAN EXPRESS COAXPFinancial Services30,689 0.2M2.01%
RTX CORPRTXEquity57,747$9.7M1.91%
SPDR S&P 500 ETF TRUSTSPY—14,216$9.5M1.87%
ISHARES CORE S&P SMALL-CAP ETFIJR—76,008$9.0M1.78%
WW GRAINGER INCGWWIndustrials9,241$8.8M1.74%
CHENIERE ENERGY INCLNGEnergy36,390$8.6M1.69%
STRYKER CORPSYKHealthcare21,199$7.8M1.55%
JOHNSON & JOHNSONJNJHealthcare41,198$7.6M1.51%
ISHARES RUSSELL 3000 ETFIWV—19,909$7.5M1.49%
CUMMINS INCCMIIndustrials17,756$7.5M1.48%
COSTCO WHOLESALE CORPCOSTConsumer Defensive7,956$7.4M1.45%
ISHARES CORE S&P MID-CAP ETFIJH—110,390$7.2M1.42%