—

Legacy Private Trust Co.

Q2 2026 13F Holdings

  • Location
    neenah, WI
  • Num holdings

    270

  • Value ($000)

    $1,806,427

  • Date Filed
    07/21/2026
  • 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 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$244.39M
14 %

326,335

V
VTI

VANGUARD INDEX FDS

TOTAL STK MKT
922908769
$174.34M
10 %

471,133

V
VEA

VANGUARD TAX-MANAGED FDS

VAN FTSE DEV MKT
921943858
$80.31M
4 %

1,127,134

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$58.18M
3 %

792,562

---

1SPDR SERIES TRUST

ST STR PR SP1500
78464A805
$55.17M
3 %

607,650

A
AAPL

APPLE INC

COM
037833100
$52.88M
3 %

182,762

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$48.67M
3 %

243,225

V
VXF

VANGUARD INDEX FDS

EXTEND MKT ETF
922908652
$40.22M
2 %

163,353

G
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$40.22M
2 %

112,539

S
SCHB

SCHWAB STRATEGIC TR

US BRD MKT ETF
808524102
$36.31M
2 %

1,253,734

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 270