Legacy Private Trust
Legacy Private Trust reported 268 stocks worth $1.8B in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are IVV (13.7%), VTI (9.6%) and VEA (4.5%). Compared with Q2 2026, the fund opened new positions in IBTO and XOM, added to VEA, BOND and MUB, trimmed IVV, VTI and AAPL and sold out of XOM, BKAG and VNQ.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IVV Ishares TR | $248M | 13.7% | 324K | −2,653 (−1%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $173M | 9.6% | 463K | −8,052 (−2%) | 8 of 8 | |
| 3 |  VEA Vanguard Tax-Managed Fds | $81.1M | 4.5% | 1.1M | +22K (+2%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $59.7M | 3.3% | 179K | −3,445 (−2%) | 8 of 8 | |
| 5 |  SPTM Spdr Series Trust | $56.5M | 3.1% | 614K | −13K (−2%) | 8 of 8 | |
| 6 |  NVDA Nvidia Corporation | $54.5M | 3.0% | 239K | −4,647 (−2%) | 8 of 8 | |
| 7 |  BND Vanguard BD Index Fds | $45.3M | 2.5% | 645K | −147K (−19%) | 8 of 8 | |
| 8 |  BOND Pimco ETF TR | $41.9M | 2.3% | 481K | +151K (+46%) | 8 of 8 | |
| 9 |  GOOGL Alphabet Inc | $38.4M | 2.1% | 112K | −989 (−1%) | 8 of 8 | |
| 10 |  VXF Vanguard Index Fds | $37.4M | 2.1% | 162K | −1,776 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Options
valued at the underlying shares
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 6, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Legacy Private Trust 13F FAQ
What does Legacy Private Trust own?
Legacy Private Trust reported 268 stocks worth $1.8B in its 13F filing for Q3 2026, filed Oct 6, 2026. Its largest holdings are IVV (13.7%), VTI (9.6%) and VEA (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Legacy Private Trust buy and sell in Q3 2026?
Compared with Q2 2026: 11 new positions, 58 added to, 131 trimmed and 5 sold out. New positions include IBTO and XOM. It sold all of XOM, BKAG and VNQ.
When will Legacy Private Trust file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Legacy Private Trust's portfolio worth?
The Q3 2026 filing reports $1.8B in US stocks ($1.8B including options). That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.