account_balance
Investment manager · 13F filer · SEC CIK 1352547
Legacy Private Trust Co.
Reported value$1.81Bas of Sep 30, 2026
Positions268 10 new, 4 sold out
Top 10 weight46.2%IVV alone is 14%
FiledOct 66 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
13.7%
VTIVanguard Index FDS
9.6%
VEAVanguard Tax-Managed FDS
4.5%
AAPLApple Inc.
3.3%
SPTMSPDR Series Trust
3.1%Trimmed −2%
NVDANVIDIA Corp
3.0%
BNDVanguard Bd Index FDS
2.5%Trimmed −19%
BONDPimco ETF Tr
2.3%Added +46%
GOOGLAlphabet Inc.
2.1%
VXFVanguard Index FDS
2.1%
SCHBSchwab Strategic Tr
2.0%
MSFTMicrosoft Corp
2.0%
IVViShares Tr
13.7%
VTIVanguard Index FDS
9.6%
VEAVanguard Tax-Managed FDS
4.5%
AAPLApple Inc.
3.3%
SPTMSPDR Series Trust
3.1%
NVDANVIDIA Corp
3.0%
BND2.5%
BOND2.3%
GOOGL2.1%VXF2.1%
SCHB2.0%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 13.7% Held
VTI Vanguard Index FDS 9.6% Held
VEA Vanguard Tax-Managed FDS 4.5% Held
AAPL Apple Inc. 3.3% HeldSPTM SPDR Series Trust 3.1% Trimmed −2%
NVDA NVIDIA Corp 3.0% HeldBND Vanguard Bd Index FDS 2.5% Trimmed −19%
BOND Pimco ETF Tr 2.3% Added +46%
GOOGL Alphabet Inc. 2.1% HeldVXF Vanguard Index FDS 2.1% Held
SCHB Schwab Strategic Tr 2.0% Held
MSFT Microsoft Corp 2.0% HeldWhat changed
Biggest moves since Jun 30, 2026
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