Legacy Private Trust Co.
CIK: 1352547SEC EDGAR →
Portfolio Value
$684.3B
Holdings
268
As of
Q3 2026
New Positions
8
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 1,148,916 | $81.1B | 11.85% |
| 2 | SPDR SERIES TRUST | 613,626 | $56.5B | 8.25% |
| 3 | VANGUARD BD INDEX FDS | 645,234 | $45.3B | 6.61% |
| 4 | PIMCO ETF TR | 481,440 | $41.9B | 6.12% |
| 5 | SCHWAB STRATEGIC TR | 1,249,599 | $36.6B | 5.35% |
| 6 | VANGUARD INTL EQUITY INDEX F | 463,723 | $27.5B | 4.02% |
| 7 | JANUS DETROIT STR TR | 533,881 | $22.6B | 3.30% |
| 8 | ISHARES TR | 207,809 | $19.6B | 2.87% |
| 9 | VANGUARD STAR FDS | 213,841 | $18.2B | 2.65% |
| 10 | WFCPut WELLS FARGO & CO | 216,792 | $17.4B | 2.54% |
Quarterly Changes
Top Buys
New Positions (11)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 150 | $655.4B | 95.8% |
| Consumer Defensive | 10 | $7.8B | 1.1% |
| Technology | 24 | $6.0B | 0.9% |
| Communication Services | 7 | $3.6B | 0.5% |
| Utilities | 7 | $3.5B | 0.5% |
| Healthcare | 17 | $3.4B | 0.5% |
| Consumer Cyclical | 12 | $2.7B | 0.4% |
| Unknown | 15 | $955.1M | 0.1% |
| Industrials | 18 | $528.4M | 0.1% |
| Energy | 4 | $306.4M | 0.0% |
| Real Estate | 1 | $250.0M | 0.0% |
| Basic Materials | 5 | $8.7M | 0.0% |