Legacy Private Trust Co.

Q2 2025 13F Holdings

  • Location
    neenah, WI
  • Num holdings

    252

  • Value ($000)

    $1,548,056

  • Date Filed
    07/08/2025
  • Form type
    13F-HR
  • CIK
    0001352547
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$204.45M
13 %

329,277

VTI
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$157.99M
10 %

519,823

---

SPDR SERIES TRUST

PORTFOLI S&P1500
78464A805
$83.04M
5 %

1,108,787

VEA
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$62.72M
4 %

1,100,230

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$43.03M
3 %

272,379

AAPL
AAPL

APPLE INC

COM
037833100
$37.27M
2 %

181,637

VXF
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$34.77M
2 %

180,443

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$34.43M
2 %

69,211

SCHB
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$32.76M
2 %

1,374,564

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$26.60M
2 %

268,186

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