Legacy Trust - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 22, 2026, for the 2025 Q4 period, Legacy Trust held in its portfolio 192 assets valued at $534,654,074 (i.e. $534.65M).
The most valuable assets in the portfolio included: APPLE INC ($33.78M), ISHARES TR ($27.21M), and MICROSOFT CORP ($21.46M).
The chart below shows the top 10 valuable assets, and the table below shows the top 192 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Legacy Trust - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| APPLE INC | 124248 | 33778061 | COM |
| ISHARES TR | 39728 | 27211544 | CORE S&P500 ETF |
| MICROSOFT CORP | 44378 | 21462088 | COM |
| ALPHABET INC | 54243 | 16978059 | CAP STK CL A |
| NVIDIA CORPORATION | 87373 | 16295065 | COM |
| UNITED RENTALS INC | 17290 | 13993143 | COM |
| GOLDMAN SACHS GROUP INC | 15466 | 13594614 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 43307 | 13160564 | SPONSORED ADS |
| JPMORGAN CHASE & CO. | 39814 | 12828867 | COM |
| VISA INC | 35126 | 12319039 | COM CL A |
| PALO ALTO NETWORKS INC | 66527 | 12254273 | COM |
| AMERICAN EXPRESS CO | 31317 | 11585724 | COM |
| AMAZON COM INC | 48933 | 11294715 | COM |
| RTX CORPORATION | 61475 | 11274515 | COM |
| META PLATFORMS INC | 14615 | 9647215 | CL A |
| SPDR S&P 500 ETF TR | 14032 | 9568701 | TR UNIT |
| WW GRAINGER INC | 9385 | 9469934 | COM |
| CUMMINS INC | 18169 | 9274366 | COM |
| ISHARES TR | 76323 | 9172498 | CORE S&P SCP ETF |
| JOHNSON & JOHNSON | 43877 | 9080345 | COM |
| EXPEDIA GROUP INC | 31488 | 8920865 | COM NEW |
| STRYKER CORPORATION | 22361 | 7859221 | COM |
| ISHARES TR | 19664 | 7607018 | RUSSELL 3000 ETF |
| ISHARES TR | 110329 | 7281714 | CORE S&P MCP ETF |
| CHENIERE ENERGY INC | 37432 | 7276406 | COM NEW |
| COSTCO WHSL CORP NEW | 8427 | 7266939 | COM |
| QUALCOMM INC | 40432 | 6915894 | COM |
| INTUITIVE SURGICAL INC | 11866 | 6720428 | COM NEW |
| TAKE-TWO INTERACTIVE SOFTWAR | 24743 | 6334950 | COM |
| LENNAR CORP | 53795 | 5530126 | CL A |
| ISHARES TR | 18755 | 4616731 | RUSSELL 2000 ETF |
| ALLY FINL INC | 100643 | 4558121 | COM |
| ALPHABET INC | 13375 | 4197075 | CAP STK CL C |
| ISHARES TR | 42910 | 4130946 | RUS MID CAP ETF |
| WYNN RESORTS LTD | 34246 | 4120821 | COM |
| HOME DEPOT INC | 11591 | 3988463 | COM |
| DUPONT DE NEMOURS INC | 98894 | 3975539 | COM |
| ISHARES TR | 39492 | 3792417 | MSCI EAFE ETF |
| CHEWY INC | 111945 | 3699782 | CL A |
| ORACLE CORP | 18850 | 3674054 | COM |
| ALBEMARLE CORP | 25578 | 3617752 | COM |
| US BANCORP DEL | 67565 | 3605268 | COM NEW |
| INCYTE CORP | 36127 | 3568264 | COM |
| DISNEY WALT CO | 30262 | 3442908 | COM |
| UBER TECHNOLOGIES INC | 41783 | 3414089 | COM |
| PAYPAL HLDGS INC | 50431 | 2944162 | COM |
| ISHARES TR | 6089 | 2881924 | RUS 1000 GRW ETF |
| KLA CORP | 2216 | 2692617 | COM NEW |
| NIKE INC | 41983 | 2674737 | CL B |
| LAUDER ESTEE COS INC | 24445 | 2559880 | CL A |
| ELI LILLY & CO | 2314 | 2486810 | COM |
| BERKSHIRE HATHAWAY INC DEL | 4908 | 2467006 | CL B NEW |
| ISHARES TR | 43926 | 2403191 | MSCI EMG MKT ETF |
| TJX COS INC NEW | 15455 | 2374043 | COM |
| ECOLAB INC | 8117 | 2130875 | COM |
| THERMO FISHER SCIENTIFIC INC | 3366 | 1950429 | COM |
| ROPER TECHNOLOGIES INC | 4292 | 1910498 | COM |
| ELEVANCE HEALTH INC FORMERLY | 5183 | 1816901 | COM |
| ILLUMINA INC | 13565 | 1779185 | COM |
| ADOBE INC | 5011 | 1753800 | COM |
| ZOETIS INC | 13400 | 1685988 | CL A |
| ABBVIE INC | 7363 | 1682372 | COM |
| EXXON MOBIL CORP | 13549 | 1630487 | COM |
| STARBUCKS CORP | 18801 | 1583232 | COM |
| PEPSICO INC | 10902 | 1564655 | COM |
| MCDONALDS CORP | 5028 | 1536708 | COM |
| EOG RES INC | 14405 | 1512669 | COM |
| AMPHENOL CORP NEW | 10946 | 1479242 | CL A |
| GENTEX CORP | 62060 | 1444136 | COM |
| VANGUARD INDEX FDS | 4823 | 1399731 | MID CAP ETF |
| VANGUARD TAX-MANAGED FDS | 22366 | 1397204 | VAN FTSE DEV MKT |
| NEXTERA ENERGY INC | 16705 | 1341077 | COM |
| ALIGN TECHNOLOGY INC | 8269 | 1291204 | COM |
| INTUIT | 1938 | 1283770 | COM |
| EDWARDS LIFESCIENCES CORP | 14724 | 1255221 | COM |
| ABBOTT LABS | 9891 | 1239243 | COM |
| VANGUARD SPECIALIZED FUNDS | 5592 | 1229010 | DIV APP ETF |
| BROADCOM INC | 3474 | 1202351 | COM |
| CISCO SYS INC | 15101 | 1163230 | COM |
| CHEVRON CORP NEW | 7631 | 1163041 | COM |
| ISHARES TR | 2985 | 1114718 | RUS 1000 ETF |
| ISHARES TR | 7835 | 1105832 | SELECT DIVID ETF |
| VALERO ENERGY CORP | 6729 | 1095414 | COM |
| ISHARES TR | 5173 | 1088089 | RUS 1000 VAL ETF |
| ISHARES TR | 14992 | 1040772 | CORE DIV GRWTH |
| INTERNATIONAL BUSINESS MACHS | 3354 | 993488 | COM |
| AMGEN INC | 2994 | 979966 | COM |
| CATERPILLAR INC | 1706 | 977316 | COM |
| LULULEMON ATHLETICA INC | 4605 | 956965 | COM |
| VANGUARD INDEX FDS | 2761 | 925680 | TOTAL STK MKT |
| ACCENTURE PLC IRELAND | 3436 | 921879 | SHS CLASS A |
| UNION PAC CORP | 3977 | 919960 | COM |
| AMERIPRISE FINL INC | 1849 | 906639 | COM |
| PROCTER AND GAMBLE CO | 6307 | 903856 | COM |
| ISHARES TR | 4516 | 897062 | MSCI USA QLT FCT |
| COCA COLA CO | 12697 | 887647 | COM |
| FEDEX CORP | 3035 | 876690 | COM |
| INTEL CORP | 23690 | 874161 | COM |
| ETF SER SOLUTIONS | 19632 | 857918 | APTUS COLLRD INV |
| FIFTH THIRD BANCORP | 18257 | 854610 | COM |
| VANGUARD INDEX FDS | 1318 | 826557 | S&P 500 ETF SHS |
| ISHARES TR | 5800 | 818728 | S&P SML 600 GWT |
| IDEXX LABS INC | 1196 | 809130 | COM |
| INVESCO QQQ TR | 1292 | 793689 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 17065 | 783113 | RAFI US 1500 |
| PALANTIR TECHNOLOGIES INC | 4275 | 759881 | CL A |
| ISHARES TR | 2291 | 740016 | RUS 2000 GRW ETF |
| BLACKROCK INC | 611 | 653978 | COM |
| MERCK & CO INC | 6136 | 645875 | COM |
| ISHARES TR | 7186 | 642860 | CORE MSCI EAFE |
| MASTERCARD INCORPORATED | 1125 | 642240 | CL A |
| AMERICAN TOWER CORP NEW | 3656 | 641884 | COM |
| NORFOLK SOUTHN CORP | 2217 | 640092 | COM |
| PACER FDS TR | 10903 | 605989 | TRENDP US LAR CP |
| SPDR GOLD TR | 1461 | 579009 | GOLD SHS |
| COLGATE PALMOLIVE CO | 7064 | 558197 | COM |
| FIRST TR EXCHANGE-TRADED FD | 3329 | 544591 | US EQTY OPPT ETF |
| PFIZER INC | 21615 | 538214 | COM |
| INTERCONTINENTAL EXCHANGE IN | 3265 | 528799 | COM |
| PACER FDS TR | 6683 | 525618 | TRENDPILOT 100 |
| ISHARES TR | 2060 | 515639 | MSCI USA MMENTM |
| MICRON TECHNOLOGY INC | 1797 | 512882 | COM |
| ADVANCED MICRO DEVICES INC | 2325 | 497922 | COM |
| 3M CO | 3072 | 491827 | COM |
| AUTODESK INC | 1655 | 489897 | COM |
| MARATHON PETE CORP | 3001 | 488053 | COM |
| VANGUARD BD INDEX FDS | 6261 | 487607 | INTERMED TERM |
| PACER FDS TR | 13660 | 487252 | TRENDP US MID CP |
| DEERE & CO | 1037 | 482796 | COM |
| AT&T INC | 19413 | 482219 | COM |
| BOEING CO | 2212 | 480269 | COM |
| JACOBS SOLUTIONS INC | 3615 | 478843 | COM |
| ISHARES TR | 2568 | 465347 | RUS 2000 VAL ETF |
| HONEYWELL INTL INC | 2329 | 454365 | COM |
| ISHARES TR | 3682 | 453843 | S&P 500 GRWT ETF |
| VANGUARD INDEX FDS | 1435 | 451738 | LARGE CAP ETF |
| SPDR SERIES TRUST | 2568 | 450864 | SSGA US LRG ETF |
| FIRST TR EXCHANGE-TRADED FD | 9775 | 450432 | SHS |
| EMERSON ELEC CO | 3381 | 448726 | COM |
| SALESFORCE INC | 1684 | 446108 | COM |
| GENERAL DYNAMICS CORP | 1301 | 437995 | COM |
| SOUTHERN CO | 4841 | 422135 | COM |
| FISERV INC | 6267 | 420954 | COM |
| PHILIP MORRIS INTL INC | 2567 | 411747 | COM |
| SPDR SERIES TRUST | 2928 | 407460 | S&P DIVID ETF |
| PACER FDS TR | 12800 | 402560 | TRENDPILOT INTL |
| ISHARES TR | 4265 | 401592 | MSCI USA MIN VOL |
| PIMCO ETF TR | 4000 | 401360 | ENHAN SHRT MA AC |
| ROLLINS INC | 6500 | 390130 | COM |
| NUCOR CORP | 2311 | 376947 | COM |
| ARCHER DANIELS MIDLAND CO | 6417 | 368913 | COM |
| ALTRIA GROUP INC | 6296 | 363027 | COM |
| GE AEROSPACE | 1164 | 358547 | COM NEW |
| FASTENAL CO | 8557 | 343392 | COM |
| DUKE ENERGY CORP NEW | 2928 | 343191 | COM NEW |
| WALMART INC | 3070 | 342029 | COM |
| LINDE PLC | 799 | 340686 | SHS |
| ISHARES INC | 4632 | 336654 | MSCI EMRG CHN |
| CONSTELLATION ENERGY CORP | 921 | 325362 | COM |
| SPDR SERIES TRUST | 3450 | 324956 | S&P 600 SMCP GRW |
| CONOCOPHILLIPS | 3454 | 323329 | COM |
| VERIZON COMMUNICATIONS INC | 7782 | 316961 | COM |
| VANGUARD WHITEHALL FDS | 3500 | 315000 | INTL HIGH ETF |
| MEDTRONIC PLC | 3241 | 311330 | SHS |
| CME GROUP INC | 1134 | 309673 | COM |
| TRAVELERS COMPANIES INC | 1000 | 290060 | COM |
| CARRIER GLOBAL CORPORATION | 5473 | 289193 | COM |
| TORO CO | 3609 | 284100 | COM |
| ISHARES TR | 1324 | 280781 | S&P 500 VAL ETF |
| INVESCO EXCH TRADED FD TR II | 4414 | 275291 | S&P MIDCP LOW |
| ISHARES TR | 11339 | 267941 | IBONDS 29 TR HI |
| INVESCO EXCH TRADED FD TR II | 5570 | 258281 | S&P SMLCP LOW |
| VANGUARD INDEX FDS | 1001 | 258208 | SMALL CP ETF |
| SPDR S&P MIDCAP 400 ETF TR | 426 | 256997 | UTSER1 S&PDCRP |
| PROSHARES TR | 3880 | 256390 | RUSS 2000 DIVD |
| GUIDEWIRE SOFTWARE INC | 1248 | 250860 | COM |
| AIR PRODS & CHEMS INC | 1014 | 250478 | COM |
| BOOKING HOLDINGS INC | 46 | 246345 | COM |
| TOYOTA MOTOR CORP | 1140 | 244028 | ADS |
| WELLS FARGO CO NEW | 2586 | 241015 | COM |
| TESLA INC | 531 | 238801 | COM |
| OTIS WORLDWIDE CORP | 2715 | 237155 | COM |
| HUNT J B TRANS SVCS INC | 1215 | 236123 | COM |
| BANK AMERICA CORP | 3861 | 212355 | COM |
| TARGET CORP | 2155 | 210651 | COM |
| VANGUARD INDEX FDS | 427 | 208316 | GROWTH ETF |
| FORTINET INC | 2569 | 204004 | COM |
| PROGRESSIVE CORP | 893 | 203354 | COM |
| HUNTINGTON BANCSHARES INC | 11703 | 203047 | COM |
| FORD MTR CO | 14571 | 191172 | COM |
| VERRICA PHARMACEUTICALS INC | 17234 | 143215 | None |
| UFP INDUSTRIES INC | 840 | 76482 | COM |
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