Legacy Trust

Q2 2025 13F Holdings

  • Location
    grand rapids, MI
  • Num holdings

    144

  • Value ($000)

    $407,698

  • Date Filed
    07/22/2025
  • Form type
    13F-HR
  • CIK
    0001772483
  • 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
$22.34M
6 %

35,984

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$18.63M
5 %

37,454

AAPL
AAPL

APPLE INC

COM
037833100
$15.92M
4 %

77,571

PANW
PANW

PALO ALTO NETWORKS INC

COM
697435105
$13.50M
3 %

65,952

URI
URI

UNITED RENTALS INC

COM
911363109
$13.16M
3 %

17,469

V
V

VISA INC

COM CL A
92826C839
$12.47M
3 %

35,132

GS
GS

GOLDMAN SACHS GROUP INC

COM
38141G104
$11.21M
3 %

15,843

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$10.49M
3 %

36,198

META
META

META PLATFORMS INC

CL A
30303M102
$10.36M
3 %

14,030

GWW
GWW

GRAINGER W W INC

COM
384802104
$9.76M
2 %

9,381

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