Legacy Trust Portfolio Holdings

Legacy Trust

  • $507 Billion
  • Q3 2025

Legacy Trust has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $507 Billion distributed in 188 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.3B, Ishares Core S&P 500 ETF with a value of $25B, Microsoft Corp with a value of $22.2B, Nvidia Corp with a value of $16.7B, and United Rentals, Inc. with a value of $16.5B.

Examining the 13F form we can see an increase of $99.5B in the current position value, from $408B to 507B.

Legacy Trust is based out at Grand Rapids, MI

Below you can find more details about Legacy Trust portfolio as well as his latest detailed transactions.

Portfolio value $507 Billion
Technology: $128 Billion
ETFs: $95.6 Billion
Financial Services: $63.3 Billion
Industrials: $51.9 Billion
Consumer Cyclical: $49 Billion
Healthcare: $39.7 Billion
Communication Services: $36.8 Billion
Energy: $15.1 Billion
Other: $26.6 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.2B
$1.67 Billion 0.33% of portfolio
5,183
Q3 2025 Reduced 0.46%
$414B
$1.63 Billion 0.32% of portfolio
7,042
Q3 2025 Added 186.38%
$222B
$1.63 Billion 0.32% of portfolio
3,366
Q3 2025 Reduced 0.3%
$97.3B
$1.5 Billion 0.3% of portfolio
17,741
Q3 2025 Added 28.36%
$204B
$1.54 Billion 0.3% of portfolio
10,972
Q3 2025 Added 13.01%
$490B
$1.45 Billion 0.29% of portfolio
12,824
Q3 2025 Added 44.87%
$224B
$1.39 Billion 0.27% of portfolio
4,578
Q3 2025 Added 186.13%
$79.6B
$1.37 Billion 0.27% of portfolio
11,041
Q3 2025 Reduced 4.99%
$182B
$1.32 Billion 0.26% of portfolio
1,938
Q3 2025 Added 13.13%
$168B
$1.27 Billion 0.25% of portfolio
16,865
Q3 2025 Added 17.35%
$228B
$1.25 Billion 0.25% of portfolio
9,296
Q3 2025 Added 402.22%
$139B
$1.18 Billion 0.23% of portfolio
3,582
Q3 2025 Added 61.35%
$53.4B
$1.15 Billion 0.23% of portfolio
14,744
Q3 2025 Reduced 1.6%
$19B
$1.12 Billion 0.22% of portfolio
11,790
Q3 2025 Added 11.12%
$20.9B
$1.05 Billion 0.21% of portfolio
5,880
Q3 2025 Reduced 4.81%
$10.7B
$1.07 Billion 0.21% of portfolio
8,509
Q3 2025 Added 7.94%
$70.1B
$1.03 Billion 0.2% of portfolio
6,034
Q2 2025 Reduced 18.58%
$136B
$986 Million 0.19% of portfolio
4,173
Q3 2025 Added 31.52%
$266B
$962 Million 0.19% of portfolio
3,409
Q3 2025 New
$319B
$948 Million 0.19% of portfolio
13,851
Q3 2025 Added 308.7%
$291B
$894 Million 0.18% of portfolio
1,873
Q3 2025 New
$47B
$908 Million 0.18% of portfolio
1,849
Q3 2025 Added 3.12%
$346B
$908 Million 0.18% of portfolio
5,909
Q3 2025 Added 19.3%
$79.5B
$881 Million 0.17% of portfolio
6,833
Q3 2025 Reduced 0.63%
$152B
$857 Million 0.17% of portfolio
3,474
Q3 2025 Added 113.65%
$183B
$853 Million 0.17% of portfolio
3,024
Q3 2025 Added 8.82%
$342B
$831 Million 0.16% of portfolio
4,556
Q3 2025 Added 49.52%
$29.2B
$817 Million 0.16% of portfolio
18,342
Q3 2025 Added 10.23%
$306B
$793 Million 0.16% of portfolio
11,957
Q3 2025 Added 222.46%
$57.4B
$764 Million 0.15% of portfolio
1,196
Q3 2025 Reduced 0.42%
$143B
$735 Million 0.14% of portfolio
21,910
Q3 2025 Added 47.49%
$84B
$706 Million 0.14% of portfolio
3,672
Q3 2025 Reduced 1.24%
$68.9B
$716 Million 0.14% of portfolio
3,035
Q3 2025 Added 32.82%
$512B
$640 Million 0.13% of portfolio
1,125
Q3 2025 Reduced 13.79%
$65.7B
$593 Million 0.12% of portfolio
7,413
Q3 2025 Added 7.23%
$141B
$559 Million 0.11% of portfolio
21,925
Q3 2025 Added 91.3%
$65.7B
$541 Million 0.11% of portfolio
1,801
Q3 2025 New
$84.9B
$550 Million 0.11% of portfolio
3,265
Q2 2025 Reduced 24.79%
$99.7B
$578 Million 0.11% of portfolio
3,001
Q3 2025 New
$181B
$490 Million 0.1% of portfolio
17,362
Q3 2025 New
$53.1B
$529 Million 0.1% of portfolio
1,665
Q3 2025 New
$235B
$507 Million 0.1% of portfolio
6,046
Q3 2025 Added 22.74%
$132B
$532 Million 0.1% of portfolio
2,529
Q3 2025 Reduced 5.39%
$91.4B
$438 Million 0.09% of portfolio
2,822
Q3 2025 New
$28.3B
$450 Million 0.09% of portfolio
5,488
Q3 2025 New
$94.5B
$481 Million 0.09% of portfolio
1,411
Q3 2025 Added 49.63%
$114B
$458 Million 0.09% of portfolio
2,120
Q3 2025 New
$237B
$399 Million 0.08% of portfolio
1,684
Q3 2025 New
$388B
$401 Million 0.08% of portfolio
2,480
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 188
  • Current Value $507 Billion
  • Prior Value $408 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 46 stocks
  • Additional Purchases 73 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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