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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.12B
$4.44 Billion 0.87% of portfolio
109,666
Q3 2025 Reduced 2.23%
$6.33B
$1.7 Billion 0.33% of portfolio
59,960
Q3 2025 Reduced 0.88%
$7.88B
$276 Million 0.05% of portfolio
3,624
Q2 2025 Reduced 1.33%
$5.62B
$78.5 Million 0.02% of portfolio
840
Q2 2025 Reduced 5.08%

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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