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
$0
$2.18 Billion 0.43% of portfolio
22,540
Q3 2025 Added 3.32%
$62.1B
$2.15 Billion 0.42% of portfolio
19,195
Q3 2025 Reduced 1.64%
$21.3B
$2.12 Billion 0.42% of portfolio
10,949
Q3 2025 Added 0.83%
$54.5B
$2.15 Billion 0.42% of portfolio
4,312
Q3 2025 Reduced 0.09%
$0
$2.14 Billion 0.42% of portfolio
40,151
Q3 2025 Added 0.05%
$68.4B
$1.96 Billion 0.39% of portfolio
13,406
Q3 2025 Reduced 1.14%
$10.7B
$1.94 Billion 0.38% of portfolio
23,979
Q3 2025 Reduced 7.96%
$166B
$1.78 Billion 0.35% of portfolio
5,045
Q3 2025 Added 19.55%
$760B
$1.71 Billion 0.34% of portfolio
2,244
Q3 2025 Added 119.14%
$6.33B
$1.7 Billion 0.33% of portfolio
59,960
Q3 2025 Reduced 0.88%
$83.9B
$1.67 Billion 0.33% of portfolio
5,183
Q3 2025 Reduced 0.46%
$409B
$1.63 Billion 0.32% of portfolio
7,042
Q3 2025 Added 186.38%
$219B
$1.63 Billion 0.32% of portfolio
3,366
Q3 2025 Reduced 0.3%
$98.6B
$1.5 Billion 0.3% of portfolio
17,741
Q3 2025 Added 28.36%
$211B
$1.54 Billion 0.3% of portfolio
10,972
Q3 2025 Added 13.01%
$470B
$1.45 Billion 0.29% of portfolio
12,824
Q3 2025 Added 44.87%
$226B
$1.39 Billion 0.27% of portfolio
4,578
Q3 2025 Added 186.13%
$74B
$1.37 Billion 0.27% of portfolio
11,041
Q3 2025 Reduced 4.99%
$190B
$1.32 Billion 0.26% of portfolio
1,938
Q3 2025 Added 13.13%
$165B
$1.27 Billion 0.25% of portfolio
16,865
Q3 2025 Added 17.35%
$223B
$1.25 Billion 0.25% of portfolio
9,296
Q3 2025 Added 402.22%
$0
$1.28 Billion 0.25% of portfolio
21,315
Q2 2025 Reduced 5.99%
$139B
$1.18 Billion 0.23% of portfolio
3,582
Q3 2025 Added 61.35%
$47B
$1.15 Billion 0.23% of portfolio
14,744
Q3 2025 Reduced 1.6%
$15.6B
$1.12 Billion 0.22% of portfolio
11,790
Q3 2025 Added 11.12%
$0
$1.11 Billion 0.22% of portfolio
7,835
Q1 2025 Added 5.47%
$22.2B
$1.05 Billion 0.21% of portfolio
5,880
Q3 2025 Reduced 4.81%
$10.6B
$1.07 Billion 0.21% of portfolio
8,509
Q3 2025 Added 7.94%
$301B
$1.08 Billion 0.21% of portfolio
6,947
Q3 2025 Added 131.88%
$0
$1.02 Billion 0.2% of portfolio
14,992
Q2 2025 Added 26.07%
$60.8B
$1.03 Billion 0.2% of portfolio
6,034
Q2 2025 Reduced 18.58%
$139B
$986 Million 0.19% of portfolio
4,173
Q3 2025 Added 31.52%
$0
$965 Million 0.19% of portfolio
4,472
Q3 2025 Added 0.56%
$0
$956 Million 0.19% of portfolio
4,695
Q2 2023 Reduced 0.45%
$0
$974 Million 0.19% of portfolio
2,665
Q3 2025 Reduced 2.56%
$253B
$962 Million 0.19% of portfolio
3,409
Q3 2025 New
$290B
$948 Million 0.19% of portfolio
13,851
Q3 2025 Added 308.7%
$277B
$894 Million 0.18% of portfolio
1,873
Q3 2025 New
$51.1B
$908 Million 0.18% of portfolio
1,849
Q3 2025 Added 3.12%
$359B
$908 Million 0.18% of portfolio
5,909
Q3 2025 Added 19.3%
$0
$906 Million 0.18% of portfolio
2,761
Q3 2025 Reduced 0.72%
$0
$853 Million 0.17% of portfolio
19,632
Q3 2025 Reduced 3.67%
$79.5B
$881 Million 0.17% of portfolio
6,833
Q3 2025 Reduced 0.63%
$158B
$857 Million 0.17% of portfolio
3,474
Q3 2025 Added 113.65%
$161B
$853 Million 0.17% of portfolio
3,024
Q3 2025 Added 8.82%
$0
$878 Million 0.17% of portfolio
4,516
Q3 2025 Added 10.88%
$356B
$831 Million 0.16% of portfolio
4,556
Q3 2025 Added 49.52%
$28.9B
$817 Million 0.16% of portfolio
18,342
Q3 2025 Added 10.23%
$0
$821 Million 0.16% of portfolio
5,805
Q2 2025 Reduced 1.61%

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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