Legacy Private Trust Co.
CIK: 1352547SEC EDGAR →
Portfolio Value
$645.1B
Holdings
257
As of
Q1 2026
New Positions
259
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 1,122,493 | $71.9B | 11.15% |
| 2 | SPDR SERIES TRUST | 885,980 | $70.0B | 10.86% |
| 3 | SCHWAB STRATEGIC TR | 1,282,088 | $32.2B | 4.99% |
| 4 | VANGUARD BD INDEX FDS | 371,006 | $27.3B | 4.23% |
| 5 | PIMCO ETF TR | 293,994 | $27.1B | 4.21% |
| 6 | JANUS DETROIT STR TR | 575,274 | $26.0B | 4.03% |
| 7 | VANGUARD INTL EQUITY INDEX F | 459,611 | $24.8B | 3.85% |
| 8 | VANGUARD STAR FDS | 290,999 | $22.4B | 3.48% |
| 9 | ISHARES TR | 215,767 | $21.4B | 3.32% |
| 10 | WFCPut WELLS FARGO & CO | 220,810 | $17.6B | 2.72% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 143 | $593.5B | 92.0% |
| Unknown | 14 | $20.5B | 3.2% |
| Technology | 21 | $8.9B | 1.4% |
| Consumer Defensive | 10 | $7.0B | 1.1% |
| Communication Services | 7 | $6.8B | 1.0% |
| Utilities | 7 | $4.1B | 0.6% |
| Consumer Cyclical | 12 | $2.7B | 0.4% |
| Healthcare | 16 | $611.0M | 0.1% |
| Industrials | 18 | $555.7M | 0.1% |
| Energy | 5 | $296.1M | 0.0% |
| Real Estate | 1 | $250.0M | 0.0% |
| Basic Materials | 5 | $9.2M | 0.0% |