Legacy Trust
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 14, 2026), Legacy Trust reported 203 stock positions worth $521.9 million. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 5.4%) and Microsoft (MSFT, 3.2%). Compared with Q4 2025, it opened 16 new positions, sold out of 5, added to 68 and reduced 72. The biggest buy was Salesforce (CRM, shares +1245%) and the biggest sale JPMorgan Chase (JPM, shares −39%).
- Most Recent 13F
- Q2 2026
- Location
- GRAND RAPIDS, MI
- CIK
- 0001772483
- Portfolio Value
- $521.9M (Q1 2026)
- SEC Filing
- 0001772483-26-000002 ↗ filed Apr 14, 2026
Holdings Value
Holdings 203 stocks · $521.9M
| AAPL Apple Inc. | 6.10% | 125,520 | $31.9M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 5.39% | 43,030 | $28.1M | Add +8.3% |
| MSFT Microsoft Corp. | 3.22% | 45,423 | $16.8M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 3.00% | 54,401 | $15.6M | Add +0.3% |
| TSM Taiwan Semiconductor-SP ADR | 2.78% | 42,955 | $14.5M | Reduce -0.8% |
| NVDA Nvidia Corp. | 2.50% | 74,948 | $13.1M | Reduce -14.2% |
| GS Goldman Sachs Group Inc. | 2.50% | 15,416 | $13.0M | Reduce -0.3% |
| URI United Rentals Inc. | 2.43% | 17,425 | $12.7M | Add +0.8% |
| RTX RTX Corp. | 2.27% | 61,364 | $11.8M | Reduce -0.2% |
| JNJ Johnson & Johnson | 2.11% | 45,048 | $11.0M | Add +2.7% |
| PANW Palo Alto Networks Inc. | 2.10% | 68,302 | $11.0M | Add +2.7% |
| V Visa Inc. Class A | 2.07% | 35,710 | $10.8M | Add +1.7% |
| LNG Cheniere Energy Inc. | 2.03% | 37,402 | $10.6M | Reduce -0.1% |
| AMZN Amazon.com Inc. | 2.00% | 50,131 | $10.4M | Add +2.5% |
| GWW WW Grainger Inc. | 1.98% | 9,470 | $10.3M | Add +0.9% |
| SYK Stryker Corp. | 1.92% | 30,452 | $10.0M | Add +36.2% |
| AXP American Express Co. | 1.87% | 32,239 | $9.8M | Add +2.9% |
| CMI Cummins Inc. | 1.85% | 17,989 | $9.7M | Reduce -1.0% |
| IJR iShares Core S&P Small-Cap E | 1.84% | 77,379 | $9.6M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.74% | 13,992 | $9.1M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 1.63% | 8,527 | $8.5M | Add +1.2% |
| META Meta Platforms Inc. Class A | 1.62% | 14,804 | $8.5M | Add +1.3% |
| IJH iShares Core S&P Midcap ETF | 1.49% | 115,330 | $7.8M | Add +4.5% |
| EXPE Expedia Group Inc. | 1.41% | 31,871 | $7.4M | Add +1.2% |
| JPM JPMorgan Chase & Co. | 1.37% | 24,304 | $7.1M | Reduce -39.0% |
| IWV iShares Russell 3000 ETF | 1.34% | 18,848 | $7.0M | Reduce -4.2% |
| ISRG Intuitive Surgical Inc. | 1.07% | 12,161 | $5.6M | Add +2.5% |
| QCOM Qualcomm Inc. | 1.02% | 41,444 | $5.3M | Add +2.5% |
| TTWO Take-Two Interactive Softwre | 0.95% | 25,173 | $5.0M | Add +1.7% |
| LEN Lennar Corp. Class A | 0.93% | 55,615 | $4.8M | Add +3.4% |
| IWM iShares Russell 2000 ETF | 0.90% | 19,035 | $4.7M | Add +1.5% |
| DD Dupont DE Nemours Inc. | 0.89% | 100,879 | $4.6M | Add +2.0% |
| ALB Albemarle Corp. | 0.88% | 25,676 | $4.6M | Add +0.4% |
| CRM Salesforce Inc. | 0.81% | 22,655 | $4.2M | Add +1245.3% |
| GOOG Alphabet Inc. Class C | 0.81% | 14,697 | $4.2M | Add +9.9% |
| IWR iShares Russell Mid-Cap ETF | 0.80% | 42,980 | $4.2M | Add +0.2% |
| ALLY Ally Financial Inc. | 0.78% | 104,313 | $4.1M | Add +3.6% |
| EFA iShares MSCI Eafe ETF | 0.74% | 39,772 | $3.9M | Add +0.7% |
| WYNN WYNN Resorts Ltd. | 0.70% | 35,871 | $3.6M | Add +4.8% |
| USB US Bancorp | 0.69% | 69,645 | $3.6M | Add +3.1% |
| INCY Incyte Corp. | 0.67% | 37,202 | $3.5M | Add +3.0% |
| UBER Uber Technologies Inc. | 0.66% | 48,033 | $3.5M | Add +15.0% |
| HD Home Depot Inc. | 0.66% | 10,423 | $3.4M | Reduce -10.1% |
| KLAC KLA Corp. | 0.63% | 2,216 | $3.3M | No change |
| CHWY Chewy Inc. Class A | 0.61% | 117,470 | $3.2M | Add +4.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.57% | 31,103 | $3.0M | Add +2.8% |
| EEM iShares MSCI Emerging Market | 0.54% | 49,643 | $2.8M | Add +13.0% |
| ORCL Oracle Corp. | 0.53% | 18,640 | $2.7M | Reduce -1.1% |
| XOM Exxon Mobil Corp. | 0.50% | 15,494 | $2.6M | Add +14.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.48% | 15,704 | $2.5M | Add +1.6% |
| NKE Nike Inc. Class B | 0.46% | 45,761 | $2.4M | Add +9.0% |
| IWF iShares Russell 1000 Growth | 0.46% | 5,659 | $2.4M | Reduce -7.1% |
| EOG EOG Resources Inc. | 0.46% | 16,535 | $2.4M | Add +14.8% |
| PYPL PayPal Holdings Inc. | 0.46% | 52,824 | $2.4M | Add +4.8% |
| LLY Eli Lilly & Co. | 0.44% | 2,510 | $2.3M | Add +8.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 4,641 | $2.2M | Reduce -5.4% |
| ECL Ecolab Inc. | 0.41% | 8,097 | $2.2M | Reduce -0.3% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.37% | 26,870 | $1.9M | Add +9.9% |
| ILMN Illumina Inc. | 0.35% | 14,745 | $1.8M | Add +8.7% |
| ABBV Abbvie Inc. | 0.34% | 8,177 | $1.8M | Add +11.1% |
| PEP Pepsico Inc. | 0.32% | 10,855 | $1.7M | Reduce -0.4% |
| SBUX Starbucks Corp. | 0.32% | 18,524 | $1.7M | Reduce -1.5% |
| AVGO Broadcom Inc. | 0.32% | 5,345 | $1.7M | Add +53.9% |
| VLO Valero Energy Corp. | 0.32% | 6,694 | $1.7M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.31% | 3,326 | $1.6M | Reduce -1.2% |
| ALGN Align Technology Inc. | 0.30% | 9,249 | $1.6M | Add +11.8% |
| ZTS Zoetis Inc. | 0.30% | 13,285 | $1.6M | Reduce -0.9% |
| CVX Chevron Corp. | 0.30% | 7,512 | $1.6M | Reduce -1.6% |
| MCD McDonald's Corp. | 0.30% | 4,984 | $1.5M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 0.29% | 16,445 | $1.5M | Reduce -1.6% |
| ROP Roper Technologies Inc. | 0.29% | 4,299 | $1.5M | Add +0.2% |
| ELV Elevance Health Inc. | 0.29% | 5,175 | $1.5M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 4,808 | $1.4M | Reduce -0.3% |
| APH Amphenol Corp. Class A | 0.26% | 10,747 | $1.4M | Reduce -1.8% |
| GNTX Gentex Corp. | 0.26% | 61,978 | $1.4M | Reduce -0.1% |
| ADBE Adobe Inc. | 0.23% | 5,002 | $1.2M | Reduce -0.2% |
| DVY iShares Select Dividend ETF | 0.23% | 7,835 | $1.2M | No change |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 5,477 | $1.2M | Reduce -2.1% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 18,322 | $1.2M | Reduce -18.1% |
| FDX FedEx Corp. | 0.21% | 3,035 | $1.1M | No change |
| CAT Caterpillar Inc. | 0.20% | 1,491 | $1.1M | Reduce -12.6% |
| DGRO iShares Core Dividend Growth | 0.20% | 14,992 | $1.1M | No change |
| AMGN Amgen Inc. | 0.20% | 2,984 | $1.0M | Reduce -0.3% |
| CSCO Cisco Systems Inc. | 0.20% | 13,472 | $1.0M | Reduce -10.8% |
| INTC Intel Corp. | 0.20% | 23,685 | $1.0M | Reduce -0.0% |
| KO The Coca-Cola Co. | 0.20% | 13,587 | $1.0M | Add +7.0% |
| IWB iShares Russell 1000 ETF | 0.20% | 2,885 | $1.0M | Reduce -3.4% |
| UNP Union Pacific Corp. | 0.18% | 3,977 | $965K | No change |
| PG The Procter & Gamble Co. | 0.18% | 6,542 | $945K | Add +3.7% |
| FITB Fifth Third Bancorp | 0.18% | 19,950 | $927K | Add +9.3% |
| IWD iShares Russell 1000 Value E | 0.18% | 4,285 | $916K | Reduce -17.2% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 9,867 | $893K | Add +37.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.17% | 2,761 | $886K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.17% | 4,516 | $866K | No change |
| LULU Lululemon Athletica Inc. | 0.16% | 5,560 | $851K | Add +20.7% |
| IJT iShares S&P Small-Cap 600 GR | 0.16% | 5,785 | $837K | Reduce -0.3% |
| ACIO Aptus Collared Invest Opp | 0.16% | 19,632 | $824K | No change |
| AMP Ameriprise Financial Inc. | 0.16% | 1,848 | $821K | Reduce -0.1% |
| ABT Abbott Laboratories | 0.16% | 7,912 | $812K | Reduce -20.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.16% | 3,349 | $812K | Reduce -0.1% |
Portfolio Sells Q4 2025 → Q1 2026
| JPM JPMorgan Chase & Co. | Reduce -39.0% | 1.37% | −1.03 |
| NVDA Nvidia Corp. | Reduce -14.2% | 2.50% | −0.54 |
| ORCL Oracle Corp. | Reduce -1.1% | 0.53% | −0.16 |
| EW Edwards Lifesciences Corp. | Reduce -50.6% | 0.11% | −0.12 |
| INTU Intuit Inc. | Reduce -16.4% | 0.13% | −0.11 |
| ADBE Adobe Inc. | Reduce -0.2% | 0.23% | −0.10 |
| HD Home Depot Inc. | Reduce -10.1% | 0.66% | −0.09 |
| IWV iShares Russell 3000 ETF | Reduce -4.2% | 1.34% | −0.08 |
| IWF iShares Russell 1000 Growth | Reduce -7.1% | 0.46% | −0.08 |
| ABT Abbott Laboratories | Reduce -20.0% | 0.16% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.2% | 0.31% | −0.05 |
| ELV Elevance Health Inc. | Reduce -0.1% | 0.29% | −0.05 |
| GWRE Guidewire Software Inc. | Sold out | 0.00% | −0.05 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.3% | 1.74% | −0.05 |
| WFC Wells Fargo & Co. | Sold out | 0.00% | −0.05 |
| GS Goldman Sachs Group Inc. | Reduce -0.3% | 2.50% | −0.04 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.04 |
| PGR Progressive Corp. | Sold out | 0.00% | −0.04 |
| VEA Vanguard Ftse Developed ETF | Reduce -18.1% | 0.23% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -5.4% | 0.43% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.16% | −0.03 |
| IWD iShares Russell 1000 Value E | Reduce -17.2% | 0.18% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -10.8% | 0.20% | −0.02 |
| APH Amphenol Corp. Class A | Reduce -1.8% | 0.26% | −0.02 |
| ZTS Zoetis Inc. | Reduce -0.9% | 0.30% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -0.4% | 0.11% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -0.1% | 0.16% | −0.01 |
| CEG Constellation Energy | Reduce -1.1% | 0.05% | −0.01 |
| FISV Fiserv Inc. | Reduce -0.5% | 0.07% | −0.01 |
| IWB iShares Russell 1000 ETF | Reduce -3.4% | 0.20% | −0.01 |
| GE General Electric | Reduce -11.7% | 0.06% | −0.01 |
| GNTX Gentex Corp. | Reduce -0.1% | 0.26% | −0.01 |
| MMM 3M Co. | Reduce -3.3% | 0.08% | −0.01 |
| BA The Boeing Co. | Reduce -1.6% | 0.08% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.1% | 0.08% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -7.3% | 0.09% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -0.8% | 0.15% | −0.00 |
| MDT Medtronic PLC | Reduce -0.3% | 0.05% | −0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.1% | 0.23% | −0.00 |
| F Ford Motor Co. | Reduce -1.4% | 0.03% | −0.00 |
| J Jacobs Solutions Inc. | Reduce -0.6% | 0.09% | −0.00 |
| ICE Intercontinental Exchange Inc. | Reduce -0.8% | 0.10% | −0.00 |
| IVE iShares S&P 500 Value ETF | Reduce -1.5% | 0.05% | +0.00 |
| AMT American Tower Corp. | Reduce -0.4% | 0.12% | +0.00 |
| EMR Emerson Electric Co. | Reduce -0.6% | 0.08% | +0.00 |
| NUE Nucor Corp. | Reduce -4.8% | 0.07% | +0.00 |
| NSC Norfolk Southern Corp. | Reduce -0.9% | 0.12% | +0.00 |
| VZ Verizon Communications Inc. | Reduce -17.7% | 0.06% | +0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.3% | 0.26% | +0.00 |
Portfolio Buys Q4 2025 → Q1 2026
| CRM Salesforce Inc. | Add +1245.3% | 0.81% | +0.73 |
| SYK Stryker Corp. | Add +36.2% | 1.92% | +0.45 |
| JNJ Johnson & Johnson | Add +2.7% | 2.11% | +0.41 |
| IVV iShares Core S&P 500 ETF | Add +8.3% | 5.39% | +0.30 |
| COST Costco Wholesale Corp. | Add +1.2% | 1.63% | +0.27 |
| GWW WW Grainger Inc. | Add +0.9% | 1.98% | +0.21 |
| ALB Albemarle Corp. | Add +0.4% | 0.88% | +0.21 |
| XOM Exxon Mobil Corp. | Add +14.4% | 0.50% | +0.20 |
| EOG EOG Resources Inc. | Add +14.8% | 0.46% | +0.18 |
| DD Dupont DE Nemours Inc. | Add +2.0% | 0.89% | +0.14 |
| IJH iShares Core S&P Midcap ETF | Add +4.5% | 1.49% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +1.4% | 1.84% | +0.13 |
| ETN Eaton Corp. PLC | New | 0.10% | +0.10 |
| AMAT Applied Materials Inc. | New | 0.10% | +0.10 |
| NOC Northrop Grumman Corp. | New | 0.09% | +0.09 |
| AVGO Broadcom Inc. | Add +53.9% | 0.32% | +0.09 |
| EEM iShares MSCI Emerging Market | Add +13.0% | 0.54% | +0.09 |
| IQLT iShares MSCI International Q | New | 0.08% | +0.08 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +92.6% | 0.13% | +0.07 |
| IEF iShares 7-10 Year Treasury B | New | 0.06% | +0.06 |
| ALGN Align Technology Inc. | Add +11.8% | 0.30% | +0.06 |
| MS Morgan Stanley | New | 0.06% | +0.06 |
| RSP Invesco S&P 500 Equal Weight | New | 0.06% | +0.06 |
| IAU iShares Gold Trust | New | 0.06% | +0.06 |
| NVT Nvent Electric PLC | New | 0.06% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +37.3% | 0.17% | +0.05 |
| LRCX Lam Research Corp. | New | 0.05% | +0.05 |
| PFE Pfizer Inc. | Add +27.7% | 0.15% | +0.05 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.04% | +0.04 |
| OKE Oneok Inc. | New | 0.04% | +0.04 |
| SPTS SS SPDR P St Term TSY ETF | New | 0.04% | +0.04 |
| PH Parker Hannifin Corp. | New | 0.04% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +1.5% | 0.90% | +0.04 |
| HUBB Hubbell Inc. | New | 0.04% | +0.04 |
| WSO Watsco Inc. | New | 0.04% | +0.04 |
| TJX TJX Companies Inc. | Add +1.6% | 0.48% | +0.04 |
| KO The Coca-Cola Co. | Add +7.0% | 0.20% | +0.03 |
| EFA iShares MSCI Eafe ETF | Add +0.7% | 0.74% | +0.03 |
| FTNT Fortinet Inc. | Add +68.1% | 0.07% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +0.2% | 0.80% | +0.03 |
| ABBV Abbvie Inc. | Add +11.1% | 0.34% | +0.03 |
| MRK Merck & Co. Inc. | Add +2.7% | 0.15% | +0.02 |
| UBER Uber Technologies Inc. | Add +15.0% | 0.66% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +9.9% | 0.81% | +0.02 |
| USB US Bancorp | Add +3.1% | 0.69% | +0.02 |
| FITB Fifth Third Bancorp | Add +9.3% | 0.18% | +0.02 |
| PTMC Pacer Trendpilot US Mid Cap | Add +11.9% | 0.11% | +0.02 |
| ILMN Illumina Inc. | Add +8.7% | 0.35% | +0.02 |
| PTIN Pacer Trendpilot Intl ETF | Add +13.7% | 0.09% | +0.02 |
| PG The Procter & Gamble Co. | Add +3.7% | 0.18% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 210 | $565.6M | IVV, AAPL, PANW, URI, GOOGL |
| Q1 2026 | 203 | $521.9M | AAPL, IVV, MSFT, GOOGL, TSM |
| Q4 2025 | 192 | $534.7M | AAPL, IVV, MSFT, GOOGL, NVDA |
| Q3 2025 | 188 | $507.2M | AAPL, IVV, MSFT, NVDA, URI |
| Q2 2025 | 144 | $407.7M | IVV, MSFT, AAPL, PANW, URI |
| Q1 2025 | 159 | $414.9M | AAPL, MSFT, SPY, IVV, V |
| Q4 2024 | 157 | $430.9M | AAPL, MSFT, SPY, URI, IVV |
| Q3 2024 | 159 | $435.4M | AAPL, MSFT, SPY, URI, IVV |
| Q2 2024 | 143 | $402.1M | AAPL, MSFT, SPY, URI, PANW |
| Q1 2024 | 149 | $401.0M | MSFT, AAPL, SPY, URI, V |