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
$303B
$793 Million 0.16% of portfolio
11,957
Q3 2025 Added 222.46%
$0
$775 Million 0.15% of portfolio
17,065
Q3 2025 New
$0
$776 Million 0.15% of portfolio
1,292
Q2 2025 Added 20.86%
$53.9B
$764 Million 0.15% of portfolio
1,196
Q3 2025 Reduced 0.42%
$0
$733 Million 0.14% of portfolio
2,291
Q3 2025 Reduced 2.01%
$162B
$735 Million 0.14% of portfolio
21,910
Q3 2025 Added 47.49%
$88.3B
$706 Million 0.14% of portfolio
3,672
Q3 2025 Reduced 1.24%
$64.4B
$716 Million 0.14% of portfolio
3,035
Q3 2025 Added 32.82%
Blackrock Inc
-
$712 Million 0.14% of portfolio
-
Q2 2025 Reduced 21.67%
$546B
$640 Million 0.13% of portfolio
1,125
Q3 2025 Reduced 13.79%
$0
$641 Million 0.13% of portfolio
1,047
Q3 2025 New
$0
$657 Million 0.13% of portfolio
7,526
Q3 2025 Added 211.64%
$0
$597 Million 0.12% of portfolio
10,903
Q4 2023 Added 42.47%
$64.9B
$593 Million 0.12% of portfolio
7,413
Q3 2025 Added 7.23%
$139B
$559 Million 0.11% of portfolio
21,925
Q3 2025 Added 91.3%
$65.2B
$541 Million 0.11% of portfolio
1,801
Q3 2025 New
$89.3B
$550 Million 0.11% of portfolio
3,265
Q2 2025 Reduced 24.79%
$97.8B
$578 Million 0.11% of portfolio
3,001
Q3 2025 New
$0
$553 Million 0.11% of portfolio
3,329
Q3 2025 New
$182B
$490 Million 0.1% of portfolio
17,362
Q3 2025 New
$0
$489 Million 0.1% of portfolio
6,261
Q3 2025 Added 36.7%
$0
$489 Million 0.1% of portfolio
13,660
Q4 2023 Added 42.89%
$53.1B
$529 Million 0.1% of portfolio
1,665
Q3 2025 New
$0
$518 Million 0.1% of portfolio
6,683
Q4 2023 Added 45.82%
$0
$528 Million 0.1% of portfolio
2,060
Q3 2025 New
$223B
$507 Million 0.1% of portfolio
6,046
Q3 2025 Added 22.74%
Jacobs Solutions Inc
-
$509 Million 0.1% of portfolio
-
Q3 2025 New
$145B
$532 Million 0.1% of portfolio
2,529
Q3 2025 Reduced 5.39%
$93.1B
$438 Million 0.09% of portfolio
2,822
Q3 2025 New
$28.3B
$450 Million 0.09% of portfolio
5,488
Q3 2025 New
$97.1B
$481 Million 0.09% of portfolio
1,411
Q3 2025 Added 49.63%
$0
$444 Million 0.09% of portfolio
3,682
Q3 2025 New
$0
$452 Million 0.09% of portfolio
9,775
Q3 2025 New
$0
$458 Million 0.09% of portfolio
2,568
Q3 2025 New
$133B
$458 Million 0.09% of portfolio
2,120
Q3 2025 New
$0
$442 Million 0.09% of portfolio
1,435
Q3 2025 Reduced 2.38%
$255B
$399 Million 0.08% of portfolio
1,684
Q3 2025 New
$0
$406 Million 0.08% of portfolio
4,265
Q3 2025 New
$419B
$401 Million 0.08% of portfolio
2,480
Q3 2025 New
$0
$410 Million 0.08% of portfolio
2,928
Q3 2025 New
$27.7B
$382 Million 0.08% of portfolio
6,500
Q3 2025 New
$144B
$428 Million 0.08% of portfolio
937
Q3 2025 Added 127.43%
$24.4B
$424 Million 0.08% of portfolio
8,642
Q3 2025 Reduced 0.86%
$114B
$386 Million 0.08% of portfolio
5,836
Q3 2025 New
$0
$390 Million 0.08% of portfolio
12,800
Q4 2022 New
$238B
$415 Million 0.08% of portfolio
2,557
Q3 2025 Added 33.11%
$104B
$428 Million 0.08% of portfolio
4,521
Q3 2025 New
$34B
$383 Million 0.08% of portfolio
6,417
Q3 2025 Added 4.31%
$342B
$335 Million 0.07% of portfolio
1,112
Q3 2025 New

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
Track This Portfolio

Track Legacy Trust Portfolio

Follow Legacy Trust and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Trust, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email