Legacy Bridge, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), Legacy Bridge, LLC reported 312 stock positions worth $240.3 million. Its top holding was Nvidia (NVDA) at 4.8% of the portfolio, followed by Palantir Technologies Class A (PLTR, 4.5%) and Broadcom (AVGO, 4.1%). Compared with Q2 2025, it opened 14 new positions, sold out of 5, added to 62 and reduced 53. The biggest buy was Nebius (NBIS, shares +2910%) and the biggest sale an exit from Vertex Pharmaceuticals (VRTX).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001689144
- Portfolio Value
- $240.3M (Q3 2025)
- SEC Filing
- 0001689144-25-000005 ↗ filed Nov 12, 2025
Holdings Value
Holdings 312 stocks · $240.3M
| NVDA Nvidia Corp. | 4.79% | 61,642 | $11.5M | Add +0.8% |
| PLTR Palantir Technologies Inc. Class A | 4.45% | 58,627 | $10.7M | Add +1.8% |
| AVGO Broadcom Inc. | 4.07% | 29,661 | $9.8M | Reduce -0.8% |
| GEV GE Vernova Inc. | 2.94% | 11,478 | $7.1M | Add +0.6% |
| STRL Sterling Infrastructure Inc. | 2.58% | 18,261 | $6.2M | No change |
| ANET Arista Networks Inc. | 2.32% | 38,294 | $5.6M | No change |
| WTBA West Bancorporation | 2.15% | 254,401 | $5.2M | Reduce -2.0% |
| CLS Celestica Inc. | 1.90% | 18,575 | $4.6M | Reduce -0.8% |
| MSFT Microsoft Corp. | 1.77% | 8,233 | $4.3M | Add +4.0% |
| OKLO Oklo Inc. | 1.77% | 38,042 | $4.2M | Add +1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.60% | 7,649 | $3.8M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.59% | 17,384 | $3.8M | Add +3.7% |
| WMT Walmart Inc. | 1.54% | 35,963 | $3.7M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 1.48% | 9,526 | $3.6M | Reduce -0.7% |
| CAT Caterpillar Inc. | 1.43% | 7,202 | $3.4M | Reduce -1.0% |
| LEU Centrus Energy Corp. Class A | 1.33% | 10,333 | $3.2M | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 1.28% | 11,030 | $3.1M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 1.20% | 9,143 | $2.9M | Add +0.3% |
| VRT Vertiv Holdings Co. Class A | 1.20% | 19,073 | $2.9M | Reduce -21.8% |
| LLY Eli Lilly & Co. | 1.17% | 3,690 | $2.8M | Add +2.2% |
| AXON Axon Enterprise Inc. | 1.10% | 3,684 | $2.6M | No change |
| JCI Johnson Controls Internation | 1.06% | 23,242 | $2.6M | Reduce -1.8% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 1.03% | 129,345 | $2.5M | Reduce -0.8% |
| COST Costco Wholesale Corp. | 1.03% | 2,663 | $2.5M | Add +0.2% |
| PH Parker Hannifin Corp. | 1.00% | 3,171 | $2.4M | Reduce -0.7% |
| GOOG Alphabet Inc. Class C | 0.97% | 9,566 | $2.3M | Reduce -0.7% |
| IWO iShares Russell 2000 Growth | 0.96% | 7,232 | $2.3M | Add +0.4% |
| PANW Palo Alto Networks Inc. | 0.95% | 11,259 | $2.3M | No change |
| HD Home Depot Inc. | 0.92% | 5,442 | $2.2M | Add +0.2% |
| IWM iShares Russell 2000 ETF | 0.90% | 8,979 | $2.2M | Add +1.0% |
| AAPL Apple Inc. | 0.86% | 8,082 | $2.1M | Reduce -0.1% |
| VEA Vanguard Ftse Developed ETF | 0.84% | 33,811 | $2.0M | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.83% | 7,980 | $2.0M | Reduce -1.6% |
| WSM Williams-Sonoma Inc. | 0.82% | 10,096 | $2.0M | Reduce -1.0% |
| NBIS Nebius Group NV | 0.82% | 17,460 | $2.0M | Add +2910.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.81% | 2,016 | $2.0M | No change |
| TSCO Tractor Supply Company | 0.78% | 32,840 | $1.9M | Reduce -0.1% |
| VXUS Vanguard Total Intl Stock | 0.78% | 25,359 | $1.9M | Add +1.2% |
| DE Deere & Co. | 0.76% | 4,017 | $1.8M | Reduce -0.7% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.76% | 16,838 | $1.8M | Add +0.3% |
| IWR iShares Russell Mid-Cap ETF | 0.76% | 18,794 | $1.8M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 0.75% | 4,034 | $1.8M | Reduce -1.4% |
| BLK BlackRock Inc. | 0.71% | 1,470 | $1.7M | Reduce -1.5% |
| IWN iShares Russell 2000 Value E | 0.69% | 9,430 | $1.7M | No change |
| NFG National Fuel Gas Co. | 0.68% | 17,795 | $1.6M | Add +0.7% |
| HPE Hewlett Packard Enterprise | 0.68% | 66,330 | $1.6M | Reduce -0.9% |
| QCOM Qualcomm Inc. | 0.67% | 9,740 | $1.6M | Reduce -2.0% |
| DLR Digital Realty Trust Inc. | 0.67% | 9,335 | $1.6M | Reduce -0.9% |
| NXPI NXP Semiconductors NV | 0.67% | 7,041 | $1.6M | No change |
| VLO Valero Energy Corp. | 0.67% | 9,412 | $1.6M | Reduce -0.3% |
| NDAQ Nasdaq Inc. | 0.67% | 18,080 | $1.6M | Add +0.1% |
| TMUS T-Mobile US Inc. | 0.65% | 6,560 | $1.6M | No change |
| XOM Exxon Mobil Corp. | 0.64% | 13,632 | $1.5M | Reduce -0.6% |
| IEMG iShares Core MSCI Emerging | 0.63% | 23,033 | $1.5M | Add +5.6% |
| VST Vistra Corp. | 0.63% | 7,690 | $1.5M | Reduce -0.3% |
| IWS iShares Russell Mid-Cap Valu | 0.63% | 10,781 | $1.5M | No change |
| EFA iShares MSCI Eafe ETF | 0.61% | 15,634 | $1.5M | Add +1.5% |
| PWR Quanta Services Inc. | 0.60% | 3,498 | $1.4M | Add +1.6% |
| SCHM Schwab US Mid Cap ETF | 0.59% | 47,846 | $1.4M | Add +1.8% |
| MS Morgan Stanley | 0.59% | 8,918 | $1.4M | No change |
| META Meta Platforms Inc. Class A | 0.58% | 1,914 | $1.4M | Add +10.3% |
| BSX Boston Scientific Corp. | 0.57% | 14,023 | $1.4M | No change |
| CVX Chevron Corp. | 0.57% | 8,753 | $1.4M | Reduce -1.2% |
| EQIX Equinix Inc. | 0.56% | 1,719 | $1.3M | Reduce -0.9% |
| AVAV Aerovironment Inc. | 0.53% | 4,007 | $1.3M | Add +0.1% |
| FITB Fifth Third Bancorp | 0.50% | 26,942 | $1.2M | Add +0.6% |
| NSIT Insight Enterprises Inc. | 0.49% | 10,415 | $1.2M | Reduce -3.7% |
| J Jacobs Solutions Inc. | 0.49% | 7,799 | $1.2M | No change |
| FCX Freeport-McMoran Inc. | 0.48% | 29,512 | $1.2M | Reduce -2.0% |
| GEHC GE Healthcare Technology | 0.47% | 15,200 | $1.1M | No change |
| SNOW Snowflake Inc. | 0.46% | 4,913 | $1.1M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.46% | 68,655 | $1.1M | Reduce -0.2% |
| ESE Esco Technologies Inc. | 0.45% | 5,131 | $1.1M | New |
| XBI SS SPDR S&P Biotech ETF | 0.44% | 10,454 | $1.0M | Reduce -4.2% |
| SYK Stryker Corp. | 0.43% | 2,826 | $1.0M | Reduce -2.1% |
| TMO Thermo Fisher Scientific Inc. | 0.43% | 2,152 | $1.0M | Reduce -1.6% |
| DHR Danaher Corp. | 0.43% | 5,193 | $1.0M | Reduce -3.3% |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 18,963 | $1.0M | Add +0.7% |
| NOW ServiceNow Inc. | 0.42% | 1,105 | $1.0M | Add +0.6% |
| TEM Tempus AI Inc. Class A | 0.41% | 12,225 | $987K | Reduce -0.1% |
| NXT Nextpower Inc. filed as NEXTRACKER INC | 0.41% | 13,270 | $982K | Reduce -1.0% |
| CELH Celsius Holdings Inc. | 0.41% | 17,052 | $980K | New |
| CCJ Cameco Corp. | 0.40% | 11,408 | $957K | No change |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.39% | 22,145 | $938K | Add +2739.1% |
| NEE Nextera Energy Inc. | 0.38% | 12,125 | $915K | Reduce -0.3% |
| CTRE Caretrust REIT Inc. | 0.37% | 25,927 | $899K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.37% | 6,309 | $898K | No change |
| GS Goldman Sachs Group Inc. | 0.36% | 1,098 | $874K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 13,897 | $794K | Reduce -5.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.33% | 5,423 | $784K | No change |
| VOO Vanguard S&P 500 ETF | 0.32% | 1,264 | $774K | Add +4.1% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.32% | 15,265 | $772K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.32% | 11,680 | $771K | No change |
| INDA iShares MSCI India ETF | 0.32% | 14,809 | $771K | Reduce -2.2% |
| PFE Pfizer Inc. | 0.32% | 29,908 | $762K | No change |
| UNP Union Pacific Corp. | 0.31% | 3,145 | $743K | No change |
| MDLZ Mondelez International Inc. Class A | 0.31% | 11,883 | $742K | Reduce -1.0% |
| VTWO Vanguard Russell 2000 ETF | 0.31% | 7,552 | $739K | No change |
| IONQ Ionq Inc. | 0.30% | 11,545 | $710K | Add +4175.9% |
| TM Toyota Motor Corp. -Spon ADR | 0.29% | 3,598 | $688K | Reduce -3.4% |
Portfolio Sells Q2 2025 → Q3 2025
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.49 |
| FSLR First Solar Inc. | Sold out | 0.00% | −0.37 |
| ISRG Intuitive Surgical Inc. | Reduce -1.4% | 0.75% | −0.30 |
| VRT Vertiv Holdings Co. Class A | Reduce -21.8% | 1.20% | −0.29 |
| WTBA West Bancorporation | Reduce -2.0% | 2.15% | −0.27 |
| NSIT Insight Enterprises Inc. | Reduce -3.7% | 0.49% | −0.22 |
| DE Deere & Co. | Reduce -0.7% | 0.76% | −0.21 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −0.20 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -0.8% | 1.03% | −0.14 |
| ETN Eaton Corp. PLC | Reduce -0.7% | 1.48% | −0.14 |
| FCX Freeport-McMoran Inc. | Reduce -2.0% | 0.48% | −0.14 |
| WMT Walmart Inc. | Reduce -0.1% | 1.54% | −0.13 |
| JCI Johnson Controls Internation | Reduce -1.8% | 1.06% | −0.12 |
| DLR Digital Realty Trust Inc. | Reduce -0.9% | 0.67% | −0.11 |
| SYK Stryker Corp. | Reduce -2.1% | 0.43% | −0.11 |
| EQIX Equinix Inc. | Reduce -0.9% | 0.56% | −0.09 |
| VST Vistra Corp. | Reduce -0.3% | 0.63% | −0.08 |
| INDA iShares MSCI India ETF | Reduce -2.2% | 0.32% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -2.0% | 0.67% | −0.08 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.0% | 0.31% | −0.08 |
| DHR Danaher Corp. | Reduce -3.3% | 0.43% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -5.1% | 0.33% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -0.6% | 0.64% | −0.06 |
| PH Parker Hannifin Corp. | Reduce -0.7% | 1.00% | −0.06 |
| TSCO Tractor Supply Company | Reduce -0.1% | 0.78% | −0.05 |
| STZ Constellation Brands Inc. Class A | Reduce -1.7% | 0.10% | −0.04 |
| CVX Chevron Corp. | Reduce -1.2% | 0.57% | −0.04 |
| CP Canadian Pacific Kansas City | Reduce -2.4% | 0.15% | −0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.2% | 0.18% | −0.03 |
| BLK BlackRock Inc. | Reduce -1.5% | 0.71% | −0.03 |
| MCD McDonald's Corp. | Reduce -2.7% | 0.23% | −0.03 |
| COP Conocophillips | Reduce -4.7% | 0.20% | −0.03 |
| UPS United Parcel Service Class B | Reduce -11.5% | 0.04% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -0.3% | 0.38% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.6% | 0.83% | −0.02 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -3.4% | 0.29% | −0.02 |
| KNX Knight-Swift Transportation | Reduce -9.4% | 0.04% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 0.21% | −0.01 |
| VONV Vanguard Russell 1000 Value | Reduce -0.9% | 0.08% | −0.01 |
| NEM Newmont Corp. | Sold out | 0.00% | −0.01 |
| CAH Cardinal Health Inc. | Reduce -10.0% | 0.01% | −0.00 |
| DOW Dow Inc. | Reduce -8.5% | 0.01% | −0.00 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.00 |
| SGOL Abrdn Physical Gold Shares | Reduce -1.7% | 0.12% | +0.00 |
| XBI SS SPDR S&P Biotech ETF | Reduce -4.2% | 0.44% | +0.01 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -0.2% | 0.46% | +0.01 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.6% | 0.43% | +0.01 |
| HPE Hewlett Packard Enterprise | Reduce -0.9% | 0.68% | +0.03 |
| WSM Williams-Sonoma Inc. | Reduce -1.0% | 0.82% | +0.03 |
| TEM Tempus AI Inc. Class A | Reduce -0.1% | 0.41% | +0.04 |
Portfolio Buys Q2 2025 → Q3 2025
| NBIS Nebius Group NV | Add +2910.3% | 0.82% | +0.80 |
| OKLO Oklo Inc. | Add +1.4% | 1.77% | +0.77 |
| PLTR Palantir Technologies Inc. Class A | Add +1.8% | 4.45% | +0.72 |
| ESE Esco Technologies Inc. | New | 0.45% | +0.45 |
| LEU Centrus Energy Corp. Class A | Add +0.5% | 1.33% | +0.44 |
| CELH Celsius Holdings Inc. | New | 0.41% | +0.41 |
| ONON On Holding AG Class A | Add +2739.1% | 0.39% | +0.37 |
| IONQ Ionq Inc. | Add +4175.9% | 0.30% | +0.29 |
| NVDA Nvidia Corp. | Add +0.8% | 4.79% | +0.20 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.12% | +0.12 |
| SCHV Schwab US Large-Cap Value | New | 0.08% | +0.08 |
| ALAB Astera Labs Inc. | Add +442.1% | 0.08% | +0.08 |
| GEV GE Vernova Inc. | Add +0.6% | 2.94% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.07% | +0.07 |
| SCHG Schwab US Large-Cap Growth | New | 0.06% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +0.5% | 0.23% | +0.04 |
| AMD Advanced Micro Devices | Add +85.8% | 0.09% | +0.04 |
| BNY Bank of New York Mellon Corp. | Add +0.3% | 0.76% | +0.04 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +758.7% | 0.04% | +0.04 |
| SPEM State Street SP PTF Em ETF | New | 0.03% | +0.03 |
| NVTS Navitas Semiconductor Corp. | Add +91.8% | 0.05% | +0.02 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Add +43.4% | 0.06% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +20.8% | 0.12% | +0.01 |
| LEN Lennar Corp. Class A | New | 0.01% | +0.01 |
| IEMG iShares Core MSCI Emerging | Add +5.6% | 0.63% | +0.01 |
| MU Micron Technology Inc. | Add +1.2% | 0.06% | +0.01 |
| MP MP Materials Corp. | Add +4.5% | 0.02% | +0.01 |
| ORCL Oracle Corp. | Add +1.0% | 0.06% | +0.01 |
| TSLA Tesla Inc. | Add +38.6% | 0.02% | +0.01 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Add +88.5% | 0.02% | +0.01 |
| IDEV iShares Core MSCI Dev MKTS | New | 0.01% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Add +10.9% | 0.02% | +0.01 |
| EOSE Eos Energy Enterprises Inc. | New | 0.00% | +0.00 |
| EZU iShares MSCI Eurozone ETF | Add +444.4% | 0.00% | +0.00 |
| RKT Rocket Cos Inc. Class A | New | 0.00% | +0.00 |
| UNH Unitedhealth Group Inc. | Add +142.9% | 0.00% | +0.00 |
| APH Amphenol Corp. Class A | Add +2000.0% | 0.00% | +0.00 |
| KWEB Kranesh Csi China Internet | New | 0.00% | +0.00 |
| RKLB Rocket Lab Corp. | New | 0.00% | +0.00 |
| ASTS Ast Spacemobile Inc. | New | 0.00% | +0.00 |
| RTX RTX Corp. | Add +700.0% | 0.00% | +0.00 |
| UBER Uber Technologies Inc. | Add +300.0% | 0.00% | +0.00 |
| BAC Bank of America Corp. | Add +12.4% | 0.00% | +0.00 |
| GE General Electric | Add +100.0% | 0.00% | +0.00 |
| PEP Pepsico Inc. | Add +200.0% | 0.00% | +0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.4% | 0.06% | −0.00 |
| EQT Eqt Corp. | Add +7.4% | 0.00% | −0.00 |
| COF Capital One Financial Corp. | Add +1.1% | 0.02% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Add +2.1% | 0.09% | −0.00 |
| VOO Vanguard S&P 500 ETF | Add +4.1% | 0.32% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 322 | $323.8M | GEV, STRL, NVDA, CAT, AVGO |
| Q1 2026 | 320 | $262.2M | NVDA, GEV, PLTR, STRL, AVGO |
| Q4 2025 | 464 | $246.4M | NVDA, PLTR, GEV, AVGO, STRL |
| Q3 2025 | 312 | $240.3M | NVDA, PLTR, AVGO, GEV, STRL |
| Q2 2025 | 303 | $210.7M | NVDA, AVGO, PLTR, GEV, WTBA |
| Q1 2025 | 317 | $179.2M | NVDA, WTBA, PLTR, AVGO, BRK.B |
| Q4 2024 | 298 | $191.8M | NVDA, AVGO, WTBA, PLTR, ANET |
| Q3 2024 | 293 | $185.7M | NVDA, WTBA, AVGO, ANET, MSFT |
| Q2 2024 | 286 | $169.6M | NVDA, WTBA, AVGO, MSFT, AMZN |
| Q1 2024 | 317 | $170.9M | WTBA, NVDA, AVGO, MSFT, SMCI |