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
$22.3 Billion 5.48% of portfolio
35,984
Q2 2025 Added 47.68%
$3.77T
$18.6 Billion 4.57% of portfolio
37,454
Q2 2025 Reduced 8.5%
$3.45T
$15.9 Billion 3.9% of portfolio
77,571
Q2 2025 Reduced 8.83%
$58.9B
$13.5 Billion 3.31% of portfolio
65,952
Q2 2025 Reduced 3.66%
$54.8B
$13.2 Billion 3.23% of portfolio
17,469
Q2 2025 Reduced 6.88%
$575B
$12.5 Billion 3.06% of portfolio
35,132
Q2 2025 Reduced 5.14%
$239B
$11.2 Billion 2.75% of portfolio
15,843
Q2 2025 Reduced 5.5%
$855B
$10.5 Billion 2.57% of portfolio
36,198
Q2 2025 Reduced 4.41%
$1.58T
$10.4 Billion 2.54% of portfolio
14,030
Q2 2025 Reduced 7.62%
$52.3B
$9.76 Billion 2.39% of portfolio
9,381
Q2 2025 Reduced 1.76%
$1.22T
$9.34 Billion 2.29% of portfolio
41,234
Q2 2025 Reduced 8.17%
$227B
$9.19 Billion 2.25% of portfolio
28,814
Q2 2025 Reduced 7.61%
$55.6B
$8.88 Billion 2.18% of portfolio
36,466
Q2 2025 Reduced 6.88%
$1.14T
$8.86 Billion 2.17% of portfolio
50,268
Q2 2025 Reduced 7.97%
$0
$8.76 Billion 2.15% of portfolio
14,176
Q2 2025 Reduced 46.0%
$0
$8.33 Billion 2.04% of portfolio
76,196
Q2 2025 Added 3.0%
$2.32T
$7.77 Billion 1.91% of portfolio
35,415
Q2 2025 Reduced 7.85%
$219B
$7.65 Billion 1.88% of portfolio
52,419
Q2 2025 Reduced 5.43%
$149B
$7.42 Billion 1.82% of portfolio
18,751
Q2 2025 Reduced 5.5%
$0
$7.09 Billion 1.74% of portfolio
20,189
Q2 2025 Reduced 3.37%
$0
$6.76 Billion 1.66% of portfolio
109,032
Q2 2025 Added 0.21%
$177B
$6.41 Billion 1.57% of portfolio
40,220
Q2 2025 Reduced 5.02%
$439B
$6.04 Billion 1.48% of portfolio
39,556
Q2 2025 Reduced 6.03%
$50.4B
$5.91 Billion 1.45% of portfolio
18,034
Q2 2025 Reduced 8.91%
$181B
$5.93 Billion 1.45% of portfolio
10,912
Q2 2025 Reduced 9.06%
$38.5B
$5.9 Billion 1.45% of portfolio
24,304
Q2 2025 Reduced 6.09%
$30.2B
$5.72 Billion 1.4% of portfolio
51,685
Q2 2025 Reduced 4.77%
$28.8B
$5.36 Billion 1.31% of portfolio
31,752
Q2 2025 Reduced 7.39%
$4.25B
$4.78 Billion 1.17% of portfolio
112,169
Q2 2025 Reduced 12.97%
$416B
$4.25 Billion 1.04% of portfolio
26,875
Q2 2025 Reduced 5.37%
$642B
$4.02 Billion 0.99% of portfolio
18,394
Q2 2025 Reduced 6.9%
$11.7B
$3.83 Billion 0.94% of portfolio
98,309
Q2 2025 Reduced 10.92%
$87.9B
$3.75 Billion 0.92% of portfolio
50,402
Q2 2025 Reduced 8.08%
$182B
$3.62 Billion 0.89% of portfolio
38,795
Q2 2025 Reduced 4.07%
$221B
$3.29 Billion 0.81% of portfolio
26,549
Q2 2025 Reduced 25.51%
$38.8B
$3.25 Billion 0.8% of portfolio
47,349
Q2 2025 Reduced 28.22%
$12.2B
$3.15 Billion 0.77% of portfolio
33,626
Q2 2025 Reduced 18.42%
$380B
$3.04 Billion 0.75% of portfolio
8,295
Q2 2025 Added 0.14%
$0
$2.93 Billion 0.72% of portfolio
32,783
Q2 2025 Reduced 9.61%
$0
$2.75 Billion 0.67% of portfolio
12,725
Q2 2025 Reduced 59.2%
$95B
$2.58 Billion 0.63% of portfolio
36,248
Q2 2025 Added 2.19%
$25.8B
$2.55 Billion 0.63% of portfolio
10,859
Q2 2025 Reduced 10.06%
$68.6B
$2.55 Billion 0.62% of portfolio
56,260
Q2 2025 Reduced 13.46%
$59.8B
$2.45 Billion 0.6% of portfolio
4,316
Q2 2025 Reduced 0.23%
$15.3B
$2.46 Billion 0.6% of portfolio
36,116
Q2 2025 Reduced 28.1%
$69.1B
$2.33 Billion 0.57% of portfolio
19,515
Q2 2025 Reduced 32.85%
$77.1B
$2.2 Billion 0.54% of portfolio
8,152
Q2 2025 Reduced 0.67%
$70.8B
$2.11 Billion 0.52% of portfolio
13,560
Q2 2025 Added 0.1%
$67.5B
$2.03 Billion 0.5% of portfolio
5,207
Q2 2025 Added 0.19%

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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