Legacy Trust
•CIK: 1772483•Filing: Q4 2025
**Legacy Trust** manages $535M across a diversified portfolio of 192 positions. The fund exhibits a significant allocation to mega-cap technology and financial names, notably holding AAPL at $33.8M and MSFT at $21.5M. Key concentrations include IVV ($27.2M), GOOGL ($17.0M), and NVDA ($16.3M), suggesting a core focus on established growth leaders. The top ten holdings alone account for over $178M of the fund's total assets.
Total AUM
$534.7M
QoQ Performance
+5.4%
Positions
157
Top 10 Concentration
34.0%
Latest Filing
Q4 2025
Top Holdings Allocation
AAPL
IVV
AAPL6.3%
IVV5.1%
MSFT4.0%
GOOGL3.2%
NVDA3.0%
URI2.6%
GS2.5%
TSM2.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other41.8%
Technology22.8%
Financial11.3%
Consumer7.1%
ETF7.0%
Healthcare3.5%
Industrial3.1%
Energy0.9%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW10 new positions
↑83 increased
↓45 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023