Legacy Private Trust Co.
•CIK: 1352547•Filing: Q4 2025
**Legacy Private Trust Co.** manages $1.7B across a diversified portfolio of 258 positions. The fund exhibits a significant allocation to broad market indices, notably holding $228.1M in IVV and $165.9M in VTI. Top concentration areas include technology and growth equities, evidenced by substantial positions in AAPL ($52.4M), NVDA ($48.7M), and GOOGL ($37.8M). This structure suggests a core mandate focused on established, large-cap market leaders.
Total AUM
$1.7B
+ $7.3M in options
QoQ Performance
+0.8%
Positions
162
+ 1 option
Top 10 Concentration
46.9%
Latest Filing
Q4 2025
Top Holdings Allocation
IVV
VTI
IVV13.5%
VTI9.8%
SPTM4.4%
VEA4.2%
AAPL3.1%
NVDA2.9%
GOOGL2.2%
VXF2.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.1%
ETF14.5%
Technology14.2%
Financial4.4%
Consumer4.3%
Healthcare2.9%
Industrial1.8%
Energy0.5%
🚪 Exited Positionssold since Q3 2025
+58 more exited positions
Changes from Q3 2025
NEW7 new positions
↑66 increased
↓107 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023