account_balance
Investment manager · 13F filer · SEC CIK 1772483
Legacy Trust
Reported value$597Mas of Sep 30, 2026
Positions220 21 new, 11 sold out
Top 10 weight34.5%IVV alone is 6%
FiledNov 637 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
5.7%Added +7%
AAPLApple Inc.
5.5%
PANWPalo Alto Networks Inc
4.1%
MSFTMicrosoft Corp
3.9%Added +3%
URIUnited Rentals, Inc.
3.3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.6%Trimmed −3%
GOOGLAlphabet Inc.
2.5%
VVisa Inc.
2.5%
GSGoldman Sachs Group Inc
2.2%
GWWW.W. Grainger, Inc.
2.1%
JNJJohnson & Johnson
2.1%Added +3%
LNGCheniere Energy, Inc.
2.1%
IVViShares Tr
5.7%Added +7%
AAPLApple Inc.
5.5%
PANWPalo Alto Networks Inc
4.1%
MSFTMicrosoft Corp
3.9%Added +3%
URIUnited Rentals, Inc.
3.3%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.6%
GOOGLAlphabet Inc.
2.5%
VVisa Inc.
2.5%
GSGoldman Sachs Group Inc
2.2%
GWW2.1%JNJ2.1%LNG2.1%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 5.7% Added +7%
AAPL Apple Inc. 5.5% HeldPANW Palo Alto Networks Inc 4.1% HeldMSFT Microsoft Corp 3.9% Added +3%URI United Rentals, Inc. 3.3% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.6% Trimmed −3%GOOGL Alphabet Inc. 2.5% HeldV Visa Inc. 2.5% HeldGS Goldman Sachs Group Inc 2.2% HeldGWW W.W. Grainger, Inc. 2.1% HeldJNJ Johnson & Johnson 2.1% Added +3%LNG Cheniere Energy, Inc. 2.1% HeldWhat changed
Biggest moves since Jun 30, 2026
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