Legacy Trust
CIK 0001772483 · GRAND RAPIDS, MI · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$565.6M
2026 Q2
Positions
210
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
34.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
5.5%
AAPL
APPLE INC
4.9%
PANW
PALO ALTO NETWORKS INC
4.1%
URI
UNITED RENTALS INC
3.5%
GOOGL
ALPHABET INC
3.3%
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.3%
MSFT
MICROSOFT CORP
2.9%
GS
GOLDMAN SACHS GROUP INC
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.