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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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