Legacy Bridge, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 23, 2026), Legacy Bridge, LLC reported 464 stock positions worth $246.4 million. Its top holding was Nvidia (NVDA) at 4.9% of the portfolio, followed by Palantir Technologies Class A (PLTR, 4.2%) and GE Vernova (GEV, 3.0%). Compared with Q3 2025, it opened 162 new positions, sold out of 10, added to 126 and reduced 42. The biggest buy was Micron Technology (MU, shares +553%) and the biggest sale Broadcom (AVGO, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001689144
- Portfolio Value
- $246.4M (Q4 2025)
- SEC Filing
- 0001689144-26-000001 ↗ filed Jan 23, 2026
Holdings Value
Holdings 464 stocks · $246.4M
| NVDA Nvidia Corp. | 4.88% | 64,458 | $12.0M | Add +4.6% |
| PLTR Palantir Technologies Inc. Class A | 4.24% | 58,812 | $10.5M | Add +0.3% |
| GEV GE Vernova Inc. | 3.05% | 11,495 | $7.5M | Add +0.1% |
| AVGO Broadcom Inc. | 3.05% | 21,683 | $7.5M | Reduce -26.9% |
| STRL Sterling Infrastructure Inc. | 2.29% | 18,438 | $5.6M | Add +1.0% |
| WTBA West Bancorporation | 2.29% | 254,401 | $5.6M | No change |
| CLS Celestica Inc. | 2.22% | 18,487 | $5.5M | Reduce -0.5% |
| ANET Arista Networks Inc. | 2.04% | 38,387 | $5.0M | Add +0.2% |
| MSFT Microsoft Corp. | 1.73% | 8,789 | $4.3M | Add +6.8% |
| CAT Caterpillar Inc. | 1.71% | 7,365 | $4.2M | Add +2.3% |
| AMZN Amazon.com Inc. | 1.71% | 18,228 | $4.2M | Add +4.9% |
| LLY Eli Lilly & Co. | 1.68% | 3,862 | $4.2M | Add +4.7% |
| WMT Walmart Inc. | 1.67% | 36,986 | $4.1M | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.61% | 7,902 | $4.0M | Add +3.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.38% | 11,200 | $3.4M | Add +1.5% |
| GOOG Alphabet Inc. Class C | 1.28% | 10,083 | $3.2M | Add +5.4% |
| JPM JPMorgan Chase & Co. | 1.26% | 9,657 | $3.1M | Add +5.6% |
| VRT Vertiv Holdings Co. Class A | 1.25% | 19,049 | $3.1M | Reduce -0.1% |
| ETN Eaton Corp. PLC | 1.23% | 9,528 | $3.0M | Add +0.0% |
| JCI Johnson Controls Internation | 1.13% | 23,159 | $2.8M | Reduce -0.4% |
| PH Parker Hannifin Corp. | 1.12% | 3,147 | $2.8M | Reduce -0.8% |
| OKLO Oklo Inc. | 1.11% | 38,135 | $2.7M | Add +0.2% |
| LEU Centrus Energy Corp. Class A | 1.03% | 10,461 | $2.5M | Add +1.2% |
| AAPL Apple Inc. | 1.02% | 9,253 | $2.5M | Add +14.5% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.97% | 125,605 | $2.4M | Reduce -2.9% |
| IWO iShares Russell 2000 Growth | 0.96% | 7,332 | $2.4M | Add +1.4% |
| ISRG Intuitive Surgical Inc. | 0.95% | 4,112 | $2.3M | Add +1.9% |
| COST Costco Wholesale Corp. | 0.94% | 2,675 | $2.3M | Add +0.5% |
| ASML ASML Holding NV-NY Reg SHS | 0.89% | 2,061 | $2.2M | Add +2.2% |
| IWM iShares Russell 2000 ETF | 0.89% | 8,914 | $2.2M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 0.85% | 33,629 | $2.1M | Reduce -0.5% |
| AXON Axon Enterprise Inc. | 0.84% | 3,653 | $2.1M | Reduce -0.8% |
| PANW Palo Alto Networks Inc. | 0.84% | 11,236 | $2.1M | Reduce -0.2% |
| IEMG iShares Core MSCI Emerging | 0.83% | 30,418 | $2.0M | Add +32.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.83% | 17,596 | $2.0M | Add +4.5% |
| HD Home Depot Inc. | 0.79% | 5,689 | $2.0M | Add +4.5% |
| VXUS Vanguard Total Intl Stock | 0.78% | 25,364 | $1.9M | Add +0.0% |
| LOW Lowe's Cos Inc. | 0.77% | 7,915 | $1.9M | Reduce -0.8% |
| DE Deere & Co. | 0.74% | 3,941 | $1.8M | Reduce -1.9% |
| IWR iShares Russell Mid-Cap ETF | 0.73% | 18,724 | $1.8M | Reduce -0.4% |
| NDAQ Nasdaq Inc. | 0.72% | 18,275 | $1.8M | Add +1.1% |
| WSM Williams-Sonoma Inc. | 0.72% | 9,921 | $1.8M | Reduce -1.7% |
| IWN iShares Russell 2000 Value E | 0.69% | 9,335 | $1.7M | Reduce -1.0% |
| QCOM Qualcomm Inc. | 0.68% | 9,781 | $1.7M | Add +0.4% |
| XOM Exxon Mobil Corp. | 0.68% | 13,835 | $1.7M | Add +1.5% |
| TSCO Tractor Supply Company | 0.66% | 32,490 | $1.6M | Reduce -1.1% |
| HPE Hewlett Packard Enterprise | 0.65% | 66,505 | $1.6M | Add +0.3% |
| MS Morgan Stanley | 0.64% | 8,867 | $1.6M | Reduce -0.6% |
| BLK BlackRock Inc. | 0.63% | 1,449 | $1.6M | Reduce -1.4% |
| IWS iShares Russell Mid-Cap Valu | 0.63% | 10,950 | $1.5M | Add +1.6% |
| PWR Quanta Services Inc. | 0.62% | 3,630 | $1.5M | Add +3.8% |
| MU Micron Technology Inc. | 0.62% | 5,367 | $1.5M | Add +552.9% |
| NXPI NXP Semiconductors NV | 0.62% | 7,041 | $1.5M | No change |
| FCX Freeport-McMoran Inc. | 0.62% | 30,027 | $1.5M | Add +1.8% |
| VLO Valero Energy Corp. | 0.62% | 9,353 | $1.5M | Reduce -0.6% |
| AMD Advanced Micro Devices | 0.62% | 7,108 | $1.5M | Add +443.4% |
| NBIS Nebius Group NV | 0.61% | 17,995 | $1.5M | Add +3.1% |
| META Meta Platforms Inc. Class A | 0.61% | 2,281 | $1.5M | Add +19.2% |
| EFA iShares MSCI Eafe ETF | 0.61% | 15,634 | $1.5M | No change |
| IXUS iShares Core Intl Stock ETF | 0.59% | 17,319 | $1.5M | Add +605.2% |
| DLR Digital Realty Trust Inc. | 0.59% | 9,409 | $1.5M | Add +0.8% |
| SCHM Schwab US Mid Cap ETF | 0.58% | 47,846 | $1.4M | No change |
| NFG National Fuel Gas Co. | 0.58% | 17,927 | $1.4M | Add +0.7% |
| XBI SS SPDR S&P Biotech ETF | 0.56% | 11,299 | $1.4M | Add +8.1% |
| BSX Boston Scientific Corp. | 0.55% | 14,162 | $1.4M | Add +1.0% |
| FITB Fifth Third Bancorp | 0.54% | 28,645 | $1.3M | Add +6.3% |
| TMUS T-Mobile US Inc. | 0.54% | 6,597 | $1.3M | Add +0.6% |
| CVX Chevron Corp. | 0.54% | 8,774 | $1.3M | Add +0.2% |
| EQIX Equinix Inc. | 0.54% | 1,730 | $1.3M | Add +0.6% |
| TMO Thermo Fisher Scientific Inc. | 0.51% | 2,152 | $1.2M | No change |
| VST Vistra Corp. | 0.50% | 7,705 | $1.2M | Add +0.2% |
| GEHC GE Healthcare Technology | 0.50% | 15,083 | $1.2M | Reduce -0.8% |
| DHR Danaher Corp. | 0.48% | 5,161 | $1.2M | Reduce -0.6% |
| NXT Nextpower Inc. | 0.48% | 13,470 | $1.2M | Add +1.5% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.46% | 68,355 | $1.1M | Reduce -0.4% |
| SNOW Snowflake Inc. | 0.45% | 5,001 | $1.1M | Add +1.8% |
| CCJ Cameco Corp. | 0.43% | 11,508 | $1.1M | Add +0.9% |
| J Jacobs Solutions Inc. | 0.43% | 7,947 | $1.1M | Add +1.9% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 19,157 | $1.0M | Add +1.0% |
| ESE Esco Technologies Inc. | 0.41% | 5,229 | $1.0M | Add +1.9% |
| SYK Stryker Corp. | 0.41% | 2,891 | $1.0M | Add +2.3% |
| GS Goldman Sachs Group Inc. | 0.40% | 1,119 | $984K | Add +1.9% |
| NEE Nextera Energy Inc. | 0.40% | 12,224 | $981K | Add +0.8% |
| AVAV Aerovironment Inc. | 0.40% | 4,046 | $979K | Add +1.0% |
| CTRE Caretrust REIT Inc. | 0.38% | 26,122 | $945K | Add +0.8% |
| RIO Rio Tinto PLC-Spon ADR | 0.38% | 11,680 | $935K | No change |
| GOOGL Alphabet Inc. Class A | 0.36% | 2,812 | $880K | Add +23.3% |
| NOW ServiceNow Inc. | 0.35% | 5,645 | $865K | Add +2.2% |
| IWP iShares Russell Mid-Cap Grow | 0.35% | 6,309 | $864K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.35% | 5,598 | $860K | Add +3.2% |
| NSIT Insight Enterprises Inc. | 0.34% | 10,415 | $849K | No change |
| JEPI JPMorgan Equity Premium Inco | 0.33% | 14,197 | $813K | Add +2.2% |
| INDA iShares MSCI India ETF | 0.33% | 14,889 | $805K | Add +0.5% |
| CELH Celsius Holdings Inc. | 0.32% | 17,482 | $800K | Add +2.5% |
| VOO Vanguard S&P 500 ETF | 0.32% | 1,264 | $793K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.32% | 7,932 | $789K | Add +5.0% |
| SCHF Schwab Intl Equity ETF | 0.31% | 32,096 | $772K | Add +9.3% |
| TM Toyota Motor Corp. -Spon ADR | 0.31% | 3,598 | $770K | No change |
| PFE Pfizer Inc. | 0.31% | 30,459 | $758K | Add +1.8% |
| TEM Tempus AI Inc. Class A | 0.30% | 12,418 | $733K | Add +1.6% |
Portfolio Sells Q3 2025 → Q4 2025
| AVGO Broadcom Inc. | Reduce -26.9% | 3.05% | −1.03 |
| ONON On Holding AG Class A | Reduce -96.6% | 0.01% | −0.38 |
| AXON Axon Enterprise Inc. | Reduce -0.8% | 0.84% | −0.26 |
| TSCO Tractor Supply Company | Reduce -1.1% | 0.66% | −0.12 |
| PANW Palo Alto Networks Inc. | Reduce -0.2% | 0.84% | −0.11 |
| WSM Williams-Sonoma Inc. | Reduce -1.7% | 0.72% | −0.10 |
| BLK BlackRock Inc. | Reduce -1.4% | 0.63% | −0.08 |
| LOW Lowe's Cos Inc. | Reduce -0.8% | 0.77% | −0.06 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -2.9% | 0.97% | −0.06 |
| MDLZ Mondelez International Inc. Class A | Reduce -1.0% | 0.26% | −0.05 |
| VLO Valero Energy Corp. | Reduce -0.6% | 0.62% | −0.05 |
| WDAY Workday Inc. Class A | Reduce -2.4% | 0.21% | −0.04 |
| IBDQ iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.03 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -16.1% | 0.10% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.4% | 0.73% | −0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -17.2% | 0.09% | −0.02 |
| DE Deere & Co. | Reduce -1.9% | 0.74% | −0.02 |
| UNP Union Pacific Corp. | Reduce -1.3% | 0.29% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -0.7% | 0.89% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -5.5% | 0.13% | −0.01 |
| VXF Vanguard Extended Market ETF | Sold out | 0.00% | −0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -10.0% | 0.06% | −0.01 |
| IWN iShares Russell 2000 Value E | Reduce -1.0% | 0.69% | −0.01 |
| ORLY O'reilly Automotive Inc. | Reduce -40.0% | 0.01% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.8% | 0.20% | −0.01 |
| DEO Diageo PLC-Sponsored ADR | Reduce -4.3% | 0.03% | −0.01 |
| RBRK Rubrik Inc. Class A | Sold out | 0.00% | −0.01 |
| SCHG Schwab US Large-Cap Growth | Reduce -8.3% | 0.05% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -1.3% | 0.26% | −0.00 |
| CFLT Confluent Inc. Class A | Sold out | 0.00% | −0.00 |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | Reduce -16.2% | 0.01% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.6% | 0.06% | −0.00 |
| IBDR iShares Ibonds Dec 2026 Term | Reduce -11.2% | 0.01% | −0.00 |
| USRT iShares Core US REIT ETF | Reduce -21.9% | 0.01% | −0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -3.7% | 0.04% | −0.00 |
| RKLB Rocket Lab Corp. | Sold out | 0.00% | −0.00 |
| ASTS Ast Spacemobile Inc. | Sold out | 0.00% | −0.00 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.00 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.00 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.00 |
| PEP Pepsico Inc. | Reduce -22.2% | 0.00% | −0.00 |
| PRU Prudential Financial Inc. | Reduce -2.4% | 0.06% | +0.00 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -0.4% | 0.46% | +0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.5% | 0.85% | +0.01 |
| GEHC GE Healthcare Technology | Reduce -0.8% | 0.50% | +0.03 |
| MS Morgan Stanley | Reduce -0.6% | 0.64% | +0.05 |
| DHR Danaher Corp. | Reduce -0.6% | 0.48% | +0.05 |
| VRT Vertiv Holdings Co. Class A | Reduce -0.1% | 1.25% | +0.06 |
| JCI Johnson Controls Internation | Reduce -0.4% | 1.13% | +0.06 |
Portfolio Buys Q3 2025 → Q4 2025
| MU Micron Technology Inc. | Add +552.9% | 0.62% | +0.56 |
| AMD Advanced Micro Devices | Add +443.4% | 0.62% | +0.53 |
| LLY Eli Lilly & Co. | Add +4.7% | 1.68% | +0.51 |
| IXUS iShares Core Intl Stock ETF | Add +605.2% | 0.59% | +0.51 |
| GOOG Alphabet Inc. Class C | Add +5.4% | 1.28% | +0.31 |
| CAT Caterpillar Inc. | Add +2.3% | 1.71% | +0.28 |
| IEMG iShares Core MSCI Emerging | Add +32.1% | 0.83% | +0.20 |
| ISRG Intuitive Surgical Inc. | Add +1.9% | 0.95% | +0.19 |
| AAPL Apple Inc. | Add +14.5% | 1.02% | +0.16 |
| FCX Freeport-McMoran Inc. | Add +1.8% | 0.62% | +0.14 |
| WMT Walmart Inc. | Add +2.8% | 1.67% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +23.3% | 0.36% | +0.13 |
| XBI SS SPDR S&P Biotech ETF | Add +8.1% | 0.56% | +0.12 |
| AMZN Amazon.com Inc. | Add +4.9% | 1.71% | +0.12 |
| GEV GE Vernova Inc. | Add +0.1% | 3.05% | +0.11 |
| TSM Taiwan Semiconductor-SP ADR | Add +1.5% | 1.38% | +0.10 |
| NVDA Nvidia Corp. | Add +4.6% | 4.88% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.2% | 0.89% | +0.08 |
| NXT Nextpower Inc. | Add +1.5% | 0.48% | +0.07 |
| BNY Bank of New York Mellon Corp. | Add +4.5% | 0.83% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +5.6% | 1.26% | +0.06 |
| NDAQ Nasdaq Inc. | Add +1.1% | 0.72% | +0.06 |
| FITB Fifth Third Bancorp | Add +6.3% | 0.54% | +0.04 |
| XOM Exxon Mobil Corp. | Add +1.5% | 0.68% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +1.9% | 0.40% | +0.04 |
| TSLA Tesla Inc. | Add +178.3% | 0.05% | +0.03 |
| CCJ Cameco Corp. | Add +0.9% | 0.43% | +0.03 |
| SCHF Schwab Intl Equity ETF | Add +9.3% | 0.31% | +0.03 |
| META Meta Platforms Inc. Class A | Add +19.2% | 0.61% | +0.03 |
| WFC Wells Fargo & Co. | Add +3.0% | 0.24% | +0.03 |
| C Citigroup Inc. | New | 0.02% | +0.02 |
| TJX TJX Companies Inc. | Add +3.2% | 0.35% | +0.02 |
| IREN Iren Ltd. | New | 0.02% | +0.02 |
| PWR Quanta Services Inc. | Add +3.8% | 0.62% | +0.02 |
| NEE Nextera Energy Inc. | Add +0.8% | 0.40% | +0.02 |
| V Visa Inc. Class A | Add +3050.0% | 0.02% | +0.02 |
| GE General Electric | Add +3375.0% | 0.02% | +0.02 |
| AXP American Express Co. | Add +8.6% | 0.10% | +0.02 |
| AMAT Applied Materials Inc. | Add +870.6% | 0.02% | +0.02 |
| PM Philip Morris International | New | 0.01% | +0.01 |
| ABBV Abbvie Inc. | Add +3800.0% | 0.01% | +0.01 |
| BIIB Biogen Inc. | Add +3.4% | 0.07% | +0.01 |
| VTWO Vanguard Russell 2000 ETF | Add +5.0% | 0.32% | +0.01 |
| MA Mastercard Inc. Class A | Add +11.9% | 0.14% | +0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +3.3% | 1.61% | +0.01 |
| CRM Salesforce Inc. | New | 0.01% | +0.01 |
| BKNG Booking Holdings Inc. | New | 0.01% | +0.01 |
| INTC Intel Corp. | New | 0.01% | +0.01 |
| COF Capital One Financial Corp. | Add +29.2% | 0.03% | +0.01 |
| UPS United Parcel Service Class B | Add +5.8% | 0.05% | +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 |