Legacy Bridge, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 14, 2026), Legacy Bridge, LLC reported 320 stock positions worth $262.2 million. Its top holding was Nvidia (NVDA) at 4.3% of the portfolio, followed by GE Vernova (GEV, 3.9%) and Palantir Technologies Class A (PLTR, 3.4%). Compared with Q4 2025, it opened 17 new positions, sold out of 162, added to 91 and reduced 57. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +779%) and the biggest sale an exit from iShares MSCI India ETF (INDA).
- Most Recent 13F
- Q2 2026
- Location
- WEST DES MOINES, IA
- CIK
- 0001689144
- Portfolio Value
- $262.2M (Q1 2026)
- SEC Filing
- 0001689144-26-000002 ↗ filed May 14, 2026
Holdings Value
Holdings 320 stocks · $262.2M
| NVDA Nvidia Corp. | 4.34% | 65,235 | $11.4M | Add +1.2% |
| GEV GE Vernova Inc. | 3.88% | 11,650 | $10.2M | Add +1.4% |
| PLTR Palantir Technologies Inc. Class A | 3.38% | 60,520 | $8.9M | Add +2.9% |
| STRL Sterling Infrastructure Inc. | 2.98% | 19,217 | $7.8M | Add +4.2% |
| AVGO Broadcom Inc. | 2.66% | 22,542 | $7.0M | Add +4.0% |
| WTBA West Bancorporation | 2.23% | 245,801 | $5.8M | Reduce -3.4% |
| CAT Caterpillar Inc. | 2.07% | 7,669 | $5.4M | Add +4.1% |
| CLS Celestica Inc. | 1.92% | 17,883 | $5.0M | Reduce -3.3% |
| VRT Vertiv Holdings Co. Class A | 1.91% | 19,934 | $5.0M | Add +4.7% |
| ANET Arista Networks Inc. | 1.84% | 39,387 | $4.8M | Add +2.6% |
| WMT Walmart Inc. | 1.83% | 38,571 | $4.8M | Add +4.3% |
| TSM Taiwan Semiconductor-SP ADR | 1.51% | 11,691 | $4.0M | Add +4.4% |
| AMZN Amazon.com Inc. | 1.50% | 18,906 | $3.9M | Add +3.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.46% | 7,967 | $3.8M | Add +0.8% |
| LLY Eli Lilly & Co. | 1.39% | 3,976 | $3.7M | Add +3.0% |
| ETN Eaton Corp. PLC | 1.37% | 10,023 | $3.6M | Add +5.2% |
| MSFT Microsoft Corp. | 1.29% | 9,124 | $3.4M | Add +3.8% |
| GOOG Alphabet Inc. Class C | 1.17% | 10,650 | $3.1M | Add +5.6% |
| JCI Johnson Controls Internation | 1.15% | 23,039 | $3.0M | Reduce -0.5% |
| PH Parker Hannifin Corp. | 1.09% | 3,207 | $2.9M | Add +1.9% |
| IVV iShares Core S&P 500 ETF | 1.09% | 4,393 | $2.9M | Add +778.6% |
| JPM JPMorgan Chase & Co. | 1.09% | 9,712 | $2.9M | Add +0.6% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 1.06% | 2,111 | $2.8M | Add +2.4% |
| COST Costco Wholesale Corp. | 1.04% | 2,725 | $2.7M | Add +1.9% |
| AAPL Apple Inc. | 0.91% | 9,354 | $2.4M | Add +1.1% |
| IEMG iShares Core MSCI Emerging | 0.90% | 33,976 | $2.4M | Add +11.7% |
| IWO iShares Russell 2000 Growth | 0.90% | 7,503 | $2.4M | Add +2.3% |
| XOM Exxon Mobil Corp. | 0.90% | 13,835 | $2.3M | No change |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.89% | 123,545 | $2.3M | Reduce -1.6% |
| VLO Valero Energy Corp. | 0.88% | 9,302 | $2.3M | Reduce -0.6% |
| VEA Vanguard Ftse Developed ETF | 0.87% | 35,796 | $2.3M | Add +6.4% |
| DE Deere & Co. | 0.87% | 4,066 | $2.3M | Add +3.2% |
| IWM iShares Russell 2000 ETF | 0.86% | 9,076 | $2.3M | Add +1.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.85% | 18,851 | $2.2M | Add +7.1% |
| MU Micron Technology Inc. | 0.84% | 6,542 | $2.2M | Add +21.9% |
| PWR Quanta Services Inc. | 0.77% | 3,666 | $2.0M | Add +1.0% |
| OKLO Oklo Inc. | 0.77% | 40,545 | $2.0M | Add +6.3% |
| LEU Centrus Energy Corp. Class A | 0.75% | 11,356 | $2.0M | Add +8.6% |
| VXUS Vanguard Total Intl Stock | 0.75% | 25,384 | $2.0M | Add +0.1% |
| NBIS Nebius Group NV | 0.74% | 18,808 | $2.0M | Add +4.5% |
| ISRG Intuitive Surgical Inc. | 0.73% | 4,157 | $1.9M | Add +1.1% |
| IXUS iShares Core Intl Stock ETF | 0.72% | 21,933 | $1.9M | Add +26.6% |
| LOW Lowe's Cos Inc. | 0.72% | 8,020 | $1.9M | Add +1.3% |
| HD Home Depot Inc. | 0.72% | 5,705 | $1.9M | Add +0.3% |
| WSM Williams-Sonoma Inc. | 0.71% | 10,271 | $1.9M | Add +3.5% |
| FCX Freeport-McMoran Inc. | 0.70% | 31,362 | $1.8M | Add +4.5% |
| IWR iShares Russell Mid-Cap ETF | 0.70% | 18,854 | $1.8M | Add +0.7% |
| AMD Advanced Micro Devices | 0.70% | 8,978 | $1.8M | Add +26.3% |
| CVX Chevron Corp. | 0.69% | 8,772 | $1.8M | Reduce -0.0% |
| PANW Palo Alto Networks Inc. | 0.69% | 11,236 | $1.8M | No change |
| IWN iShares Russell 2000 Value E | 0.68% | 9,335 | $1.8M | No change |
| NFG National Fuel Gas Co. | 0.66% | 18,457 | $1.7M | Add +3.0% |
| EQIX Equinix Inc. | 0.65% | 1,727 | $1.7M | Reduce -0.2% |
| DLR Digital Realty Trust Inc. | 0.64% | 9,384 | $1.7M | Reduce -0.3% |
| NXT Nextpower Inc. | 0.62% | 13,470 | $1.6M | No change |
| HPE Hewlett Packard Enterprise | 0.62% | 67,805 | $1.6M | Add +1.9% |
| ESE Esco Technologies Inc. | 0.61% | 5,688 | $1.6M | Add +8.8% |
| IWS iShares Russell Mid-Cap Valu | 0.61% | 10,950 | $1.6M | No change |
| AXON Axon Enterprise Inc. | 0.60% | 3,698 | $1.6M | Add +1.2% |
| WDC Western Digital Corp. | 0.60% | 5,790 | $1.6M | New |
| NDAQ Nasdaq Inc. | 0.59% | 18,295 | $1.6M | Add +0.1% |
| EFA iShares MSCI Eafe ETF | 0.58% | 15,749 | $1.5M | Add +0.7% |
| C Citigroup Inc. | 0.57% | 13,294 | $1.5M | Add +2663.8% |
| TSCO Tractor Supply Company | 0.57% | 32,790 | $1.5M | Add +0.9% |
| SCHM Schwab US Mid Cap ETF | 0.56% | 47,846 | $1.5M | No change |
| MS Morgan Stanley | 0.55% | 8,837 | $1.5M | Reduce -0.3% |
| XBI SS SPDR S&P Biotech ETF | 0.55% | 11,209 | $1.4M | Reduce -0.8% |
| BLK BlackRock Inc. | 0.54% | 1,481 | $1.4M | Add +2.2% |
| CRDO Credo Technology Group Holdi | 0.53% | 14,935 | $1.4M | New |
| FITB Fifth Third Bancorp | 0.53% | 30,105 | $1.4M | Add +5.1% |
| TMUS T-Mobile US Inc. | 0.53% | 6,597 | $1.4M | No change |
| META Meta Platforms Inc. Class A | 0.52% | 2,393 | $1.4M | Add +4.9% |
| NXPI NXP Semiconductors NV | 0.51% | 6,751 | $1.3M | Reduce -4.1% |
| EWW iShares MSCI Mexico ETF | 0.49% | 16,995 | $1.3M | New |
| QCOM Qualcomm Inc. | 0.48% | 9,726 | $1.3M | Reduce -0.6% |
| CCJ Cameco Corp. | 0.48% | 11,518 | $1.3M | Add +0.1% |
| VST Vistra Corp. | 0.47% | 8,193 | $1.2M | Add +6.3% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 22,196 | $1.2M | Add +15.9% |
| ARGT Global X MSCI Argentina ETF | 0.45% | 12,780 | $1.2M | New |
| NEE Nextera Energy Inc. | 0.45% | 12,684 | $1.2M | Add +3.8% |
| RIO Rio Tinto PLC-Spon ADR | 0.42% | 11,680 | $1.1M | No change |
| MELI MercadoLibre Inc. | 0.41% | 625 | $1.1M | Add +1589.2% |
| TMO Thermo Fisher Scientific Inc. | 0.40% | 2,115 | $1.0M | Reduce -1.7% |
| GEHC GE Healthcare Technology | 0.39% | 14,433 | $1.0M | Reduce -4.3% |
| J Jacobs Solutions Inc. | 0.38% | 7,897 | $1.0M | Reduce -0.6% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.38% | 69,555 | $1000K | Add +1.8% |
| DHR Danaher Corp. | 0.38% | 5,226 | $991K | Add +1.3% |
| CTRE Caretrust REIT Inc. | 0.36% | 26,072 | $956K | Reduce -0.2% |
| GS Goldman Sachs Group Inc. | 0.36% | 1,119 | $947K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.34% | 5,598 | $894K | No change |
| BSX Boston Scientific Corp. | 0.34% | 14,162 | $889K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.34% | 8,862 | $888K | Add +11.7% |
| SYK Stryker Corp. | 0.34% | 2,691 | $884K | Reduce -6.9% |
| VOO Vanguard S&P 500 ETF | 0.33% | 1,434 | $857K | Add +13.4% |
| SCHF Schwab Intl Equity ETF | 0.33% | 34,588 | $856K | Add +7.8% |
| PFE Pfizer Inc. | 0.33% | 30,379 | $853K | Reduce -0.3% |
| AVAV Aerovironment Inc. | 0.32% | 4,522 | $828K | Add +11.8% |
| JEPI JPMorgan Equity Premium Inco | 0.32% | 14,591 | $827K | Add +2.8% |
| IWP iShares Russell Mid-Cap Grow | 0.31% | 6,317 | $809K | Add +0.1% |
| GOOGL Alphabet Inc. Class A | 0.30% | 2,777 | $799K | Reduce -1.2% |
Portfolio Sells Q4 2025 → Q1 2026
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.33 |
| CLS Celestica Inc. | Reduce -3.3% | 1.92% | −0.30 |
| QCOM Qualcomm Inc. | Reduce -0.6% | 0.48% | −0.20 |
| BX Blackstone Inc. | Sold out | 0.00% | −0.16 |
| NOW ServiceNow Inc. | Reduce -2.1% | 0.22% | −0.13 |
| NXPI NXP Semiconductors NV | Reduce -4.1% | 0.51% | −0.11 |
| GEHC GE Healthcare Technology | Reduce -4.3% | 0.39% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.7% | 0.40% | −0.11 |
| WDAY Workday Inc. Class A | Reduce -1.9% | 0.12% | −0.09 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -1.6% | 0.89% | −0.09 |
| MS Morgan Stanley | Reduce -0.3% | 0.55% | −0.08 |
| SYK Stryker Corp. | Reduce -6.9% | 0.34% | −0.08 |
| WTBA West Bancorporation | Reduce -3.4% | 2.23% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 0.30% | −0.05 |
| J Jacobs Solutions Inc. | Reduce -0.6% | 0.38% | −0.04 |
| MCD McDonald's Corp. | Reduce -14.6% | 0.19% | −0.04 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -26.0% | 0.10% | −0.04 |
| ABT Abbott Laboratories | Reduce -2.8% | 0.11% | −0.04 |
| AXP American Express Co. | Reduce -7.9% | 0.07% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -3.3% | 0.11% | −0.03 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -17.3% | 0.08% | −0.02 |
| CTRE Caretrust REIT Inc. | Reduce -0.2% | 0.36% | −0.02 |
| ULTA Ulta Beauty Inc. | Reduce -9.4% | 0.05% | −0.02 |
| UNP Union Pacific Corp. | Reduce -4.3% | 0.27% | −0.02 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.02 |
| COF Capital One Financial Corp. | Reduce -24.1% | 0.02% | −0.02 |
| SPEM State Street SP PTF Em ETF | Reduce -50.3% | 0.01% | −0.01 |
| CVS CVS Health Corp. | Reduce -7.5% | 0.05% | −0.01 |
| XBI SS SPDR S&P Biotech ETF | Reduce -0.8% | 0.55% | −0.01 |
| JEF Jefferies Financial Group Inc. | Sold out | 0.00% | −0.01 |
| BAC Bank of America Corp. | Reduce -71.6% | 0.00% | −0.01 |
| UPS United Parcel Service Class B | Reduce -9.6% | 0.05% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -13.8% | 0.03% | −0.01 |
| WMB Williams Cos Inc. | Sold out | 0.00% | −0.01 |
| ADP Automatic Data Processing | Sold out | 0.00% | −0.01 |
| APA Apa Corp. | Sold out | 0.00% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -75.0% | 0.00% | −0.01 |
| LIN Linde PLC | Sold out | 0.00% | −0.01 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.01 |
| HWM Howmet Aerospace Inc. | Sold out | 0.00% | −0.01 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.01 |
| CNC Centene Corp. | Sold out | 0.00% | −0.01 |
| CFG Citizens Financial Group | Sold out | 0.00% | −0.01 |
| CPRT Copart Inc. | Sold out | 0.00% | −0.01 |
| GILD Gilead Sciences Inc. | Sold out | 0.00% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -4.5% | 0.13% | −0.01 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.01 |
| COR Cencora Inc. | Reduce -17.9% | 0.01% | −0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| IVV iShares Core S&P 500 ETF | Add +778.6% | 1.09% | +0.96 |
| GEV GE Vernova Inc. | Add +1.4% | 3.88% | +0.83 |
| STRL Sterling Infrastructure Inc. | Add +4.2% | 2.98% | +0.69 |
| VRT Vertiv Holdings Co. Class A | Add +4.7% | 1.91% | +0.65 |
| WDC Western Digital Corp. | New | 0.60% | +0.60 |
| C Citigroup Inc. | Add +2663.8% | 0.57% | +0.55 |
| CRDO Credo Technology Group Holdi | New | 0.53% | +0.53 |
| EWW iShares MSCI Mexico ETF | New | 0.49% | +0.49 |
| ARGT Global X MSCI Argentina ETF | New | 0.45% | +0.45 |
| MELI MercadoLibre Inc. | Add +1589.2% | 0.41% | +0.38 |
| CAT Caterpillar Inc. | Add +4.1% | 2.07% | +0.36 |
| MU Micron Technology Inc. | Add +21.9% | 0.84% | +0.22 |
| ESE Esco Technologies Inc. | Add +8.8% | 0.61% | +0.20 |
| ASML ASML Holding NV-NY Reg SHS | Add +2.4% | 1.06% | +0.17 |
| ILOW AB Internal Low Volat Eq ETF | New | 0.16% | +0.16 |
| WMT Walmart Inc. | Add +4.3% | 1.83% | +0.16 |
| PWR Quanta Services Inc. | Add +1.0% | 0.77% | +0.15 |
| ETN Eaton Corp. PLC | Add +5.2% | 1.37% | +0.14 |
| NBIS Nebius Group NV | Add +4.5% | 0.74% | +0.13 |
| IXUS iShares Core Intl Stock ETF | Add +26.6% | 0.72% | +0.13 |
| DE Deere & Co. | Add +3.2% | 0.87% | +0.13 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.4% | 1.51% | +0.13 |
| COST Costco Wholesale Corp. | Add +1.9% | 1.04% | +0.10 |
| FCX Freeport-McMoran Inc. | Add +4.5% | 0.70% | +0.08 |
| NFG National Fuel Gas Co. | Add +3.0% | 0.66% | +0.08 |
| AMD Advanced Micro Devices | Add +26.3% | 0.70% | +0.08 |
| IEMG iShares Core MSCI Emerging | Add +11.7% | 0.90% | +0.07 |
| NEE Nextera Energy Inc. | Add +3.8% | 0.45% | +0.05 |
| CCJ Cameco Corp. | Add +0.1% | 0.48% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +15.9% | 0.46% | +0.04 |
| IREN Iren Ltd. | Add +179.6% | 0.05% | +0.03 |
| BNY Bank of New York Mellon Corp. | Add +7.1% | 0.85% | +0.02 |
| VEA Vanguard Ftse Developed ETF | Add +6.4% | 0.87% | +0.02 |
| LMT Lockheed Martin Corp. | Add +2.9% | 0.12% | +0.02 |
| VTWO Vanguard Russell 2000 ETF | Add +11.7% | 0.34% | +0.02 |
| SCHF Schwab Intl Equity ETF | Add +7.8% | 0.33% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +37.6% | 0.07% | +0.01 |
| SNDK Sandisk Corp. | New | 0.01% | +0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +27.1% | 0.05% | +0.01 |
| LITE Lumentum Holdings Inc. | New | 0.01% | +0.01 |
| VOO Vanguard S&P 500 ETF | Add +13.4% | 0.33% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +532.0% | 0.01% | +0.01 |
| AAOI Applied Optoelectronics Inc. | New | 0.00% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +5.7% | 0.29% | +0.00 |
| IAU iShares Gold Trust | Add +3.9% | 0.07% | +0.00 |
| SGOL Abrdn Physical Gold Shares | Add +0.3% | 0.14% | +0.00 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +5.6% | 0.08% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | New | 0.00% | +0.00 |
| USRT iShares Core US REIT ETF | Add +33.5% | 0.01% | +0.00 |
| ARM Arm Holdings PLC-ADR | New | 0.00% | +0.00 |
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 |