Legacy Private Trust Co.
Q4 2025 13F Holdings
- Locationneenah, WI
- Num holdings
259
- Value ($000)
$1,704,162
- Date Filed01/08/2026
- Form type13F-HR
- CIK0001352547
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE S&P500 ETF | 464287200 | $228.12M | 13 % | 333,049 | ||
VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | $165.92M | 10 % | 494,894 | ||
SPDR SERIES TRUST | STATE STREET SPD | 78464A805 | $73.65M | 4 % | 892,767 | ||
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $71.48M | 4 % | 1,144,197 | ||
APPLE INC | COM | 037833100 | $52.37M | 3 % | 192,654 | ||
NVIDIA CORPORATION | COM | 67066G104 | $48.69M | 3 % | 261,062 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $37.81M | 2 % | 120,813 | ||
VANGUARD INDEX FDS | EXTEND MKT ETF | 922908652 | $36.23M | 2 % | 173,257 | ||
SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 | $34.95M | 2 % | 1,332,535 | ||
MICROSOFT CORP | COM | 594918104 | $34.95M | 2 % | 72,271 |
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