Legacy Private Trust Co.
CIK: 1352547SEC EDGAR →
Portfolio Value
$708.8B
Holdings
262
As of
Q2 2026
New Positions
8
Closed Positions
4
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | 1,127,134 | $80.3B | 11.33% |
| 2 | VANGUARD BD INDEX FDS | 792,562 | $58.2B | 8.21% |
| 3 | 1SPDR SERIES TRUST | 607,650 | $55.2B | 7.78% |
| 4 | SCHWAB STRATEGIC TR | 1,253,734 | $36.3B | 5.12% |
| 5 | PIMCO ETF TR | 330,525 | $30.5B | 4.30% |
| 6 | VANGUARD INTL EQUITY INDEX F | 463,013 | $27.6B | 3.90% |
| 7 | JANUS DETROIT STR TR | 602,038 | $27.1B | 3.82% |
| 8 | ISHARES TR | 220,202 | $21.8B | 3.08% |
| 9 | VANGUARD STAR FDS | 215,942 | $18.5B | 2.60% |
| 10 | WFCPut WELLS FARGO & CO | 217,788 | $18.0B | 2.54% |
Quarterly Changes
Top Buys
New Positions (12)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 144 | $662.3B | 93.4% |
| Unknown | 16 | $21.5B | 3.0% |
| Communication Services | 7 | $5.7B | 0.8% |
| Technology | 23 | $5.2B | 0.7% |
| Consumer Defensive | 10 | $4.3B | 0.6% |
| Utilities | 8 | $3.9B | 0.5% |
| Healthcare | 18 | $2.9B | 0.4% |
| Consumer Cyclical | 12 | $2.0B | 0.3% |
| Industrials | 17 | $529.7M | 0.1% |
| Energy | 5 | $254.6M | 0.0% |
| Real Estate | 1 | $250.0M | 0.0% |
| Basic Materials | 5 | $9.3M | 0.0% |