Legacy Trust Portfolio Holdings

Legacy Trust

  • $408 Billion
  • Q2 2025

Legacy Trust has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $408 Billion distributed in 144 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $22.3B, Microsoft Corp with a value of $18.6B, Apple Inc. with a value of $15.9B, Palo Alto Networks Inc with a value of $13.5B, and United Rentals, Inc. with a value of $13.2B.

Examining the 13F form we can see an decrease of $7.17B in the current position value, from $415B to 408B.

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 $408 Billion
Technology: $83.6 Billion
ETFs: $81 Billion
Financial Services: $59.1 Billion
Industrials: $42.4 Billion
Consumer Cyclical: $39.1 Billion
Healthcare: $34.6 Billion
Communication Services: $30.1 Billion
Energy: $13.6 Billion
Other: $23 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.01 Billion 0.49% of portfolio
21,815
Q2 2025 Added 2.11%
$0
$2 Billion 0.49% of portfolio
4,711
Q2 2025 Reduced 61.52%
$622B
$1.9 Billion 0.47% of portfolio
3,910
Q2 2025 Reduced 1.64%
$0
$1.94 Billion 0.47% of portfolio
40,129
Q2 2025 Reduced 21.41%
$146B
$1.75 Billion 0.43% of portfolio
14,143
Q2 2025 Reduced 15.31%
$1.17T
$1.74 Billion 0.43% of portfolio
9,788
Q2 2025 Reduced 1.99%
$173B
$1.63 Billion 0.4% of portfolio
4,220
Q2 2025 Reduced 1.49%
$9.75B
$1.63 Billion 0.4% of portfolio
26,052
Q2 2025 Reduced 37.94%
$15.2B
$1.49 Billion 0.37% of portfolio
7,883
Q2 2025 Reduced 47.25%
$27.4B
$1.47 Billion 0.36% of portfolio
6,177
Q2 2025 Reduced 48.01%
$168B
$1.37 Billion 0.34% of portfolio
3,376
Q2 2025 Reduced 0.74%
$5.5B
$1.33 Billion 0.33% of portfolio
60,495
Q1 2025 Reduced 27.62%
$216B
$1.35 Billion 0.33% of portfolio
1,713
Q1 2025 Added 2.15%
$111B
$1.27 Billion 0.31% of portfolio
13,821
Q1 2025 Reduced 2.85%
$201B
$1.28 Billion 0.31% of portfolio
9,709
Q2 2025 Reduced 0.45%
$0
$1.22 Billion 0.3% of portfolio
21,315
Q2 2025 Reduced 5.99%
$79.5B
$1.19 Billion 0.29% of portfolio
6,876
Q2 2025 Reduced 0.29%
$60.5B
$1.15 Billion 0.28% of portfolio
11,621
Q2 2025 Reduced 0.34%
$0
$1.04 Billion 0.26% of portfolio
7,835
Q1 2025 Added 5.47%
$16B
$1.01 Billion 0.25% of portfolio
10,610
Q2 2025 Reduced 20.21%
$0
$959 Million 0.24% of portfolio
14,992
Q2 2025 Added 26.07%
$152B
$998 Million 0.24% of portfolio
14,372
Q2 2025 Added 0.62%
$57.3B
$957 Million 0.23% of portfolio
1,793
Q2 2025 Reduced 0.17%
$452B
$954 Million 0.23% of portfolio
8,852
Q2 2025 Reduced 0.1%
$0
$929 Million 0.23% of portfolio
2,735
Q2 2025 Reduced 17.25%
$0
$910 Million 0.22% of portfolio
4,447
Q2 2025 Reduced 4.59%
$0
$912 Million 0.22% of portfolio
4,695
Q2 2023 Reduced 0.45%
$0
$844 Million 0.21% of portfolio
20,379
Q1 2025 Added 22.77%
$0
$845 Million 0.21% of portfolio
2,781
Q2 2025 Reduced 0.22%
$55.9B
$811 Million 0.2% of portfolio
6,034
Q2 2025 Reduced 18.58%
$738B
$798 Million 0.2% of portfolio
1,024
Q2 2025 Reduced 11.5%
$108B
$822 Million 0.2% of portfolio
3,718
Q2 2025 Reduced 9.47%
$0
$772 Million 0.19% of portfolio
5,805
Q2 2025 Reduced 1.61%
$375B
$789 Million 0.19% of portfolio
4,953
Q2 2025 Added 2.82%
$164B
$776 Million 0.19% of portfolio
2,779
Q4 2024 Reduced 3.41%
$533B
$733 Million 0.18% of portfolio
1,305
Q2 2025 Reduced 2.97%
$0
$745 Million 0.18% of portfolio
4,073
Q2 2025 Added 37.0%
$141B
$730 Million 0.18% of portfolio
3,173
Q2 2025 Reduced 9.63%
$0
$713 Million 0.17% of portfolio
1,292
Q2 2025 Added 20.86%
$29.3B
$684 Million 0.17% of portfolio
16,639
Q2 2025 Reduced 0.17%
$0
$668 Million 0.16% of portfolio
2,338
Q2 2025 Reduced 20.01%
Blackrock Inc
-
$641 Million 0.16% of portfolio
-
Q2 2025 Reduced 21.67%
$44.3B
$644 Million 0.16% of portfolio
1,201
Q2 2025 Reduced 0.41%
$159B
$622 Million 0.15% of portfolio
2,673
Q2 2025 Added 4.5%
$74B
$628 Million 0.15% of portfolio
6,913
Q4 2024 Reduced 0.13%
$101B
$599 Million 0.15% of portfolio
3,265
Q2 2025 Reduced 24.79%
$113B
$612 Million 0.15% of portfolio
2,220
Q2 2025 Reduced 1.07%
$0
$553 Million 0.14% of portfolio
10,903
Q4 2023 Added 42.47%
$0
$524 Million 0.13% of portfolio
1,872
Q1 2025 Added 77.95%

Summary

  • Portfolio
  • No. of Stocks 144
  • Current Value $408 Billion
  • Prior Value $415 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 99 stocks
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