Legacy Trust Portfolio Holdings

Legacy Trust

  • $507 Billion
  • Q3 2025

Legacy Trust has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $507 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.3B, Ishares Core S&P 500 ETF with a value of $25B, Microsoft Corp with a value of $22.2B, Nvidia Corp with a value of $16.7B, and United Rentals, Inc. with a value of $16.5B.

Examining the 13F form we can see an increase of $99.5B in the current position value, from $408B to 507B.

Legacy Trust is based out at Grand Rapids, MI

Below you can find more details about Legacy Trust portfolio as well as his latest detailed transactions.

Portfolio value $507 Billion
Technology: $128 Billion
ETFs: $95.6 Billion
Financial Services: $63.3 Billion
Industrials: $51.9 Billion
Consumer Cyclical: $49 Billion
Healthcare: $39.7 Billion
Communication Services: $36.8 Billion
Energy: $15.1 Billion
Other: $26.6 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$31.3 Billion 6.16% of portfolio
122,764
Q3 2025 Added 58.26%
$0
$25 Billion 4.94% of portfolio
37,407
Q3 2025 Added 3.95%
$3.78T
$22.2 Billion 4.38% of portfolio
42,934
Q3 2025 Added 14.63%
$465B
$16.7 Billion 3.29% of portfolio
89,466
Q3 2025 Added 232.9%
$55.9B
$16.5 Billion 3.25% of portfolio
17,256
Q3 2025 Reduced 1.22%
$61.4B
$13.4 Billion 2.64% of portfolio
65,651
Q3 2025 Reduced 0.46%
$1.65T
$13 Billion 2.56% of portfolio
53,447
Q3 2025 Added 6.32%
$881B
$12.3 Billion 2.43% of portfolio
39,140
Q3 2025 Added 8.13%
$265B
$12.3 Billion 2.42% of portfolio
15,417
Q3 2025 Reduced 2.69%
$1.46T
$12.2 Billion 2.4% of portfolio
43,536
Q3 2025 Added 5.58%
$533B
$11.9 Billion 2.34% of portfolio
34,728
Q3 2025 Reduced 1.15%
$2.39T
$10.5 Billion 2.08% of portfolio
47,938
Q3 2025 Added 35.36%
$1.37T
$10.4 Billion 2.06% of portfolio
14,214
Q3 2025 Added 1.31%
$255B
$10.2 Billion 2.01% of portfolio
30,689
Q3 2025 Added 6.51%
$258B
$9.66 Billion 1.91% of portfolio
57,747
Q3 2025 Added 10.16%
$0
$9.47 Billion 1.87% of portfolio
14,216
Q3 2025 Added 0.28%
$46.8B
$8.81 Billion 1.74% of portfolio
9,241
Q3 2025 Reduced 1.49%
$53.8B
$8.55 Billion 1.69% of portfolio
36,390
Q3 2025 Reduced 0.21%
$136B
$7.84 Billion 1.55% of portfolio
21,199
Q3 2025 Added 13.06%
$522B
$7.64 Billion 1.51% of portfolio
41,198
Q3 2025 Added 4.15%
$0
$7.54 Billion 1.49% of portfolio
19,909
Q3 2025 Reduced 1.39%
$65.2B
$7.5 Billion 1.48% of portfolio
17,756
Q3 2025 Reduced 1.54%
$404B
$7.36 Billion 1.45% of portfolio
7,956
Q3 2025 Added 0.09%
$0
$7.2 Billion 1.42% of portfolio
110,390
Q3 2025 Added 1.25%
$187B
$6.62 Billion 1.31% of portfolio
39,819
Q3 2025 Reduced 1.0%
$40.2B
$6.64 Billion 1.31% of portfolio
31,052
Q3 2025 Reduced 2.2%
$30.9B
$6.39 Billion 1.26% of portfolio
50,680
Q3 2025 Reduced 1.94%
$39.1B
$6.14 Billion 1.21% of portfolio
23,764
Q3 2025 Reduced 2.22%
$593B
$5.54 Billion 1.09% of portfolio
19,694
Q3 2025 Added 7.07%
$193B
$5.05 Billion 1.0% of portfolio
11,291
Q3 2025 Added 3.47%
$367B
$4.72 Billion 0.93% of portfolio
11,646
Q3 2025 Added 40.4%
$3.74B
$4.44 Billion 0.87% of portfolio
109,666
Q3 2025 Reduced 2.23%
$13.7B
$4.18 Billion 0.82% of portfolio
32,616
Q3 2025 Reduced 3.0%
$181B
$4.09 Billion 0.81% of portfolio
41,748
Q3 2025 Added 7.61%
$11.8B
$3.84 Billion 0.76% of portfolio
97,843
Q3 2025 Reduced 0.47%
$19.9B
$3.72 Billion 0.73% of portfolio
47,797
Q3 2025 Added 0.95%
$193B
$3.34 Billion 0.66% of portfolio
29,204
Q3 2025 Added 10.0%
$71.6B
$3.31 Billion 0.65% of portfolio
49,402
Q3 2025 Reduced 1.98%
$67.6B
$3.16 Billion 0.62% of portfolio
65,402
Q3 2025 Added 16.25%
$0
$3.06 Billion 0.6% of portfolio
32,757
Q3 2025 Reduced 0.08%
$1.74T
$3.06 Billion 0.6% of portfolio
12,562
Q3 2025 Added 28.34%
$23.2B
$3 Billion 0.59% of portfolio
35,381
Q3 2025 Reduced 2.04%
$0
$2.86 Billion 0.56% of portfolio
11,825
Q3 2025 Reduced 7.07%
$79.2B
$2.63 Billion 0.52% of portfolio
37,647
Q3 2025 Added 3.86%
$170B
$2.4 Billion 0.47% of portfolio
16,602
Q3 2025 Added 17.39%
$161B
$2.39 Billion 0.47% of portfolio
2,216
Q3 2025 New
$662B
$2.41 Billion 0.47% of portfolio
4,788
Q3 2025 Added 22.46%
$0
$2.26 Billion 0.45% of portfolio
4,829
Q3 2025 Added 2.5%
$73.7B
$2.23 Billion 0.44% of portfolio
8,132
Q3 2025 Reduced 0.25%

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $507 Billion
  • Prior Value $408 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 46 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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