Universe · entity
Legacy Private Trust Co.
Institutional manager (13F) · CIK 1352547
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $216M | 330,547 |
| 2 | VANGUARD INDEX FDS | $156M | 487,405 |
| 3 | VANGUARD TAX-MANAGED FDS | $72M | 1,122,493 |
| 4 | SPDR SERIES TRUST | $70M | 885,980 |
| 5 | APPLE INC | $48M | 189,739 |
| 6 | NVIDIA CORPORATION | $44M | 252,265 |
| 7 | VANGUARD INDEX FDS | $35M | 168,416 |
| 8 | ALPHABET INC | $34M | 117,249 |
| 9 | SCHWAB STRATEGIC TR | $32M | 1,282,088 |
| 10 | BROADCOM INC | $28M | 91,698 |
| 11 | VANGUARD BD INDEX FDS | $27M | 371,006 |
| 12 | PIMCO ETF TR | $27M | 293,994 |
| 13 | MICROSOFT CORP | $26M | 71,476 |
| 14 | JANUS DETROIT STR TR | $26M | 575,274 |
| 15 | VANGUARD INTL EQUITY INDEX F | $25M | 459,611 |
| 16 | JPMORGAN CHASE & CO | $22M | 76,373 |
| 17 | VANGUARD STAR FDS | $22M | 290,999 |
| 18 | ISHARES TR | $21M | 215,767 |
| 19 | AMAZON COM INC | $20M | 95,383 |
| 20 | ISHARES TR | $16M | 231,222 |
| 21 | ELI LILLY & CO | $13M | 14,367 |
| 22 | WALMART INC | $13M | 101,122 |
| 23 | META PLATFORMS INC | $12M | 21,550 |
| 24 | ISHARES TR | $12M | 548,089 |
| 25 | INVESCO EXCH TRD SLF IDX FD | $12M | 619,032 |
| 26 | ISHARES TR | $12M | 537,250 |
| 27 | VANGUARD INDEX FDS | $11M | 19,092 |
| 28 | WELLS FARGO & CO | $11M | 142,110 |
| 29 | ISHARES TR | $11M | 545,529 |
| 30 | UNION PAC CORP | $10M | 42,924 |
| 31 | MASTERCARD INCORPORATED | $10M | 19,511 |
| 32 | MCKESSON CORP | $10M | 11,116 |
| 33 | ISHARES TR | $9M | 86,343 |
| 34 | ISHARES TR | $9M | 112,561 |
| 35 | INVESCO EXCH TRD SLF IDX FD | $9M | 475,122 |
| 36 | SCHWAB STRATEGIC TR | $9M | 361,265 |
| 37 | INVESCO EXCHANGE TRADED FD T | $9M | 122,459 |
| 38 | GOLDMAN SACHS GROUP INC | $9M | 10,873 |
| 39 | JOHNSON & JOHNSON | $9M | 36,349 |
| 40 | 1SCHWAB STRATEGIC TR | $9M | 355,484 |
| 41 | ISHARES TR | $9M | 428,215 |
| 42 | COSTCO WHOLESALE CORPORATION | $9M | 8,655 |
| 43 | CHEVRON CORPORATION | $9M | 41,316 |
| 44 | ISHARES TR | $9M | 80,338 |
| 45 | ISHARES TR | $8M | 340,080 |
| 46 | GE AEROSPACE | $8M | 27,359 |
| 47 | PROSHARES TR | $8M | 72,295 |
| 48 | ISHARES TR | $7M | 49,100 |
| 49 | ISHARES TR | $7M | 80,018 |
| 50 | ABBVIE INC | $7M | 31,618 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.