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13F-HR filed by Legacy Trust

Legacy Trust filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-31, with 210 holding rows worth $565,597,357.

Accession
0001772483-26-000004
Filed
2026-07-31
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 210 entries on the cover page, a total value of $565,597,357 stated on the cover page (in dollars after the unit check, H1), rows summing to $565,597,357 with VALUE read as dollars as filed, 13F file number 028-23169. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS41,688$31,219,997dollars as filed
Apple Inc037833100COM95,877$27,742,969dollars as filed
PALO ALTO NETWORKS INC697435105COM67,441$22,998,730dollars as filed
UNITED RENTALS INC COM911363109Stock17,263$19,557,080dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM52,660$18,819,104dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS38,747$18,504,405dollars as filed
Microsoft Corp594918104COM43,996$16,411,388dollars as filed
Goldman Sachs Group,Inc.38141G104COM15,155$15,327,312dollars as filed
WW GRAINGER INC COM384802104Stock9,381$12,761,912dollars as filed
CUMMINS INC COM231021106Stock17,796$12,692,285dollars as filed
Visa Inc92826C839COM35,430$12,155,679dollars as filed
Johnson & Johnson478160104COM44,753$11,365,919dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS75,604$11,212,829dollars as filed
SPY78462F103SHS14,247$10,639,232dollars as filed
American Express Company025816109COM31,345$10,602,446dollars as filed
Stryker Corporation863667101COM30,167$9,497,778dollars as filed
Amazon.com, Inc023135106COM38,019$9,061,448dollars as filed
CHENIERE ENERGY INC COM NEW16411R208Stock37,337$8,923,916dollars as filed
Raytheon Technologies Corporation75513E101COM46,824$8,883,918dollars as filed
IJH464287507COM110,950$8,555,354dollars as filed
META PLATFORMS INC CL A30303M102COM14,927$8,408,230dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock31,736$8,120,608dollars as filed
Costco Wholesale Corporation22160K105COM8,671$8,111,460dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF18,331$7,816,338dollars as filed
JPMorgan Chase & Co46625H100COM23,810$7,793,727dollars as filed
Qualcomm Incorporated747525103COM40,976$7,571,955dollars as filed
NVIDIA Corp67066G104COM37,353$7,473,962dollars as filed
KLA CORP482480100COM22,160$6,685,894dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock25,368$6,341,493dollars as filed
iShares Russell 2000 ETF464287655SHS19,765$5,938,394dollars as filed
LENNAR CORP CL A526057104Stock56,115$5,077,846dollars as filed
iShares Russell Midcap ETF464287499SHS44,570$4,916,962dollars as filed
ALLY FINL INC COM02005N100Stock106,778$4,906,449dollars as filed
Intuitive Surgical,Inc.46120E602COM11,840$4,708,531dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM12,755$4,506,724dollars as filed
INCYTE CORP COM45337C102Stock37,927$4,299,405dollars as filed
ISHARES TR464287465MSCI EAFE ETF41,202$4,280,064dollars as filed
USBANCORPDEL902973304COM NEW70,237$4,242,315dollars as filed
Home Depot, Inc437076102COM10,321$3,640,010dollars as filed
WYNN RESORTS LTD983134107COM36,539$3,547,572dollars as filed
Uber Technologies90353T100COM49,018$3,537,139dollars as filed
ALBEMARLE CORP012653101COM25,878$3,494,306dollars as filed
ISHARES TR464287234MSCI EMG MKT ETF50,128$3,429,256dollars as filed
Salesforce.com, Inc79466L302COM20,528$3,215,916dollars as filed
Walt Disney Co254687106COM32,016$3,081,540dollars as filed
Eli Lilly and Company532457108COM2,406$2,885,829dollars as filed
Intel Corp458140100COM20,462$2,857,109dollars as filed
SNOWFLAKE INC COM SHS833445109Stock11,169$2,842,511dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK21,501$2,669,779dollars as filed
ILLUMINA INC452327109COM15,170$2,667,341dollars as filed
Oracle Corporation68389X105COM17,794$2,607,711dollars as filed
CHEWYINCCLASSCLASSA16679L109STOK127,305$2,501,543dollars as filed
TJX Companies Inc872540109COM15,658$2,372,187dollars as filed
PAYPALHLDGSINC70450Y103STOK54,432$2,350,374dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock28,828$2,275,971dollars as filed
ECOLAB INC COM278865100Stock8,092$2,254,512dollars as filed
EOG RES INC COM26875P101Stock17,105$2,219,032dollars as filed
Broadcom Inc.11135F101COM5,632$2,127,488dollars as filed
EXXON MOBIL CORP30231G102COM15,501$2,119,297dollars as filed
Berkshire Hathaway Inc084670702COM4,052$2,027,580dollars as filed
Elevance Health, Inc.036752103COM5,208$2,014,090dollars as filed
AbbVie,Inc.00287Y109COM7,861$1,978,142dollars as filed
NIKE,Inc. Class B654106103COM48,046$1,972,288dollars as filed
AMPHENOL CORP NEW032095101COM10,806$1,905,314dollars as filed
Starbucks Corporation855244109COM17,777$1,816,632dollars as filed
VALERO ENERGY CORP COM91913Y100Stock6,694$1,743,385dollars as filed
ALIGN TECHNOLOGY INC COM016255101Stock10,046$1,694,358dollars as filed
Thermo Fisher Scientific Inc.883556102COM3,324$1,666,521dollars as filed
GENTEX CORP COM371901109Stock61,808$1,561,888dollars as filed
Vanguard Mid-Cap ETF922908629SHS19,224$1,548,878dollars as filed
PepsiCo,Inc.713448108COM10,778$1,459,341dollars as filed
ROPER TECHNOLOGIES INC COM776696106Stock4,299$1,454,739dollars as filed
NextEra Energy,Inc.65339F101COM16,142$1,416,783dollars as filed
Cisco Systems,Inc.17275R102COM11,067$1,299,930dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS5,477$1,295,968dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS18,040$1,285,350dollars as filed
McDonalds Corporation580135101COM4,678$1,264,510dollars as filed
Chevron Corporation166764100COM7,453$1,235,409dollars as filed
ISHARES TR464287168COM7,835$1,224,611dollars as filed
ISHARES RUSSELL 1000 ETF464287622ETF2,825$1,156,838dollars as filed
iShares Core Dividend Growth ETF46434V621SHS14,992$1,136,273dollars as filed
Caterpillar Inc.149123101COM1,066$1,135,183dollars as filed
FIFTH THIRD BANCORP COM316773100Stock20,046$1,129,993dollars as filed
Applied Materials,Inc.038222105COM1,543$1,115,589dollars as filed
Coca-Cola Company191216100COM13,329$1,083,248dollars as filed
Amgen Inc.031162100COM2,869$1,038,922dollars as filed
VTI922908769COM2,761$1,021,680dollars as filed
ISHARES TR464287887S&P SML 600 GWT5,690$1,016,234dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF4,516$991,049dollars as filed
Union Pacific Corporation907818108COM3,572$971,584dollars as filed
INVESCO EXCHANGE TRADED FD T46137V597RAFI US 150017,065$951,715dollars as filed
INVESCO QQQ TR46090E103COM1,292$951,429dollars as filed
iShares Core MSCI EAFE ETF46432F842SHS9,740$940,689dollars as filed
ZOETIS INC CL A98978V103Stock12,857$923,904dollars as filed
ISHARES INC46434G764MSCI EMRG CHN8,922$912,721dollars as filed
ETF SER SOLUTIONS26922A222APTUS COLLRD INV19,632$905,820dollars as filed
Procter & Gamble Co742718109COM6,167$904,329dollars as filed
ISHARES TR464287648RUS 2000 GRW ETF2,291$902,562dollars as filed
ISHARES RUSSELL 1000 VALUE ETF464287598ETF3,635$881,233dollars as filed
Vanguard S&P 500 ETF922908363COM1,253$860,573dollars as filed
MasterCard, Inc57636Q104COM1,675$860,280dollars as filed
Adobe Inc00724F101COM4,150$850,833dollars as filed
AMERIPRISE FINL INC COM03076C106Stock1,813$831,732dollars as filed
Advanced Micro Devices,Inc.007903107COM1,422$826,054dollars as filed
Merck & Co.,Inc.58933Y105COM6,318$811,863dollars as filed
MARATHON PETE CORP COM56585A102Stock2,866$732,750dollars as filed
FEDEX CORP COM31428X106Stock2,290$717,068dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS2,060$706,230dollars as filed
LULULEMON ATHLETICA INC550021109COM6,131$700,038dollars as filed
FIRST TR EXCHANGE-TRADED FD336920103US EQTY OPPT ETF3,329$686,373dollars as filed
Abbott Laboratories002824100COM7,398$671,295dollars as filed
FORTINET INC COM34959E109Stock4,352$668,554dollars as filed
EDWARDS LIFESCIENCES CORP COM28176E108Stock7,305$660,810dollars as filed
Eaton Corp. PlcG29183103COM1,530$651,964dollars as filed
COLGATE PALMOLIVE CO COM194162103Stock7,100$650,928dollars as filed
NORFOLK SOUTHN CORP COM655844108Stock2,057$647,112dollars as filed
PACER FDS TR69374H204TRENDP US MID CP15,285$639,372dollars as filed
PACER FDS TR69374H105TRENDP US LAR CP10,903$635,209dollars as filed
IDEXX LABS INC COM45168D104Stock1,204$633,834dollars as filed
Deere & Company244199105COM989$627,352dollars as filed
Pfizer Inc.717081103COM25,896$623,576dollars as filed
HARBOR ETF TRUST41151J406LONG TERM GROWER18,872$612,774dollars as filed
American Tower Corporation03027X100COM3,641$595,558dollars as filed
PACER TRENDPILOT 100 ETF69374H303ETF6,683$592,448dollars as filed
BlackRock,Inc.09290D101COM610$586,552dollars as filed
HARRIS OAKMARK ETF TRUST41456U106OAKMARK U S LRG20,493$577,288dollars as filed
ISHARES TR464287630RUS 2000 VAL ETF2,568$568,042dollars as filed
Lam Research Corporation512807306COM1,245$539,496dollars as filed
PACER TRENDPILOT INTERNATIONAL ETF69374H683ETF14,550$533,549dollars as filed
International Business Machines Corporation459200101COM1,881$528,956dollars as filed
SPDR GOLD TR78463V107GOLD SHS1,391$512,417dollars as filed
NUCOR CORP COM670346105Stock2,286$509,207dollars as filed
Philip Morris International Inc.718172109COM2,812$508,719dollars as filed
iShares S&P 500 Growth ETF464287309SHS3,642$500,884dollars as filed
VANGUARD INDEX FDS922908637LARGE CAP ETF1,435$493,511dollars as filed
ARCHER DANIELS MIDLAND CO COM039483102Stock6,417$490,259dollars as filed
3M CO COM88579Y101Stock2,942$476,339dollars as filed
FIRST TR VALUE LINE DIVID IN33734H106SHS9,775$470,960dollars as filed
SPDR SERIES TRUST78468R804ST STR R1K LOWV2,568$465,989dollars as filed
SPDR S&P Dividend ETF78464A763SHS2,928$445,583dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock1,251$443,154dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS5,671$434,966dollars as filed
SEAGATE TECHNOLOGY HLDNGSG7997R103ORD SHS445$429,425dollars as filed
Southern Company842587107COM4,413$422,368dollars as filed
ISHARES TR46434V456MSCI INTL QUALTY8,500$421,175dollars as filed
CARRIER GLOBAL CORPORATION COM14448C104Stock5,741$421,102dollars as filed
Linde plcG54950103COM809$419,822dollars as filed
Morgan Stanley617446448COM2,006$419,334dollars as filed
NVENT ELEC PLC SHSG6700G107Stock2,468$418,597dollars as filed
Boeing Company097023105COM1,911$413,674dollars as filed
Altria Group Inc02209S103COM5,746$413,425dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS4,265$411,402dollars as filed
SPDR SERIES TRUST78464a201ST STR SP600GRWO3,450$410,999dollars as filed
Intuit Inc.461202103COM1,572$410,292dollars as filed
FASTENAL CO COM311900104Stock8,507$408,591dollars as filed
PIMCO ETF TR72201R833ENHAN SHRT MA AC4,000$403,240dollars as filed
Micron Technology,Inc.595112103COM346$399,384dollars as filed
Intercontinental Exchange,Inc.45866F104COM3,165$389,643dollars as filed
Walmart Inc.931142103COM3,268$370,134dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock710$361,610dollars as filed
HUNT J B TRANS SVCS INC COM445658107Stock1,225$354,552dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM1,630$346,815dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock2,740$345,240dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS3,500$343,700dollars as filed
Duke Energy Corporation26441C204COM2,697$341,386dollars as filed
TORO CO891092108COM3,474$338,437dollars as filed
ConocoPhillips20825C104COM3,215$334,231dollars as filed
Palantir Technologies Inc. Class A69608A108COM2,851$332,626dollars as filed
ISHARES TR4642874407-10 YR TRSY BD3,500$330,995dollars as filed
TRAVELERS COMPANIES INC COM89417E109Stock1,000$330,120dollars as filed
Vanguard Small-Cap ETF922908751SHS1,076$326,157dollars as filed
PROSHARES TR74347B698RUSS 2000 DIVD3,880$298,876dollars as filed
iShares S&P 500 Value ETF464287408SHS1,304$296,086dollars as filed
INVESCO EXCH TRADED FD TR II46138E198S&P MIDCP LOW4,414$292,781dollars as filed
INVESCO EXCH TRADED FD TR II46138G102S&P SMLCP LOW5,570$291,919dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS411$289,073dollars as filed
Tesla Motors, Inc88160R101COM682$286,849dollars as filed
Vanguard Growth922908736COM3,252$280,127dollars as filed
EMERSON ELEC CO COM291011104Stock1,926$275,707dollars as filed
AT&T Inc00206R102COM13,217$273,592dollars as filed
AIR PRODS & CHEMS INC009158106COM932$273,244dollars as filed
ROLLINS INC COM775711104Stock6,525$272,354dollars as filed
iShares iBonds 2029 Term HY & Inc ETF46436E379SHS11,339$265,219dollars as filed
AAON INC000360206COM PAR $0.0042,085$264,503dollars as filed
iShares Gold Trust464285204COM3,465$261,642dollars as filed
FISERV INC337738108COM5,247$257,365dollars as filed
CME Group Inc. Class A12572Q105COM1,141$251,967dollars as filed
PARKER-HANNIFIN CORP COM701094104Stock257$251,377dollars as filed
Verizon Communications Inc92343V104COM5,637$238,671dollars as filed
JANUS DETROIT STR TR47103U845HENDRSON AAA CL4,622$233,365dollars as filed
General Electric Company369604301COM623$232,834dollars as filed
HUBBELL INC COM443510607Stock439$229,685dollars as filed
WATSCO INC COM942622200Stock546$227,535dollars as filed
Bank of America Corp060505104COM3,962$225,755dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR7,775$225,553dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock901$223,781dollars as filed
ONEOK INC NEW682680103COM2,561$222,653dollars as filed
Vertex Pharmaceuticals Incorporated92532F100COM432$214,587dollars as filed
Booking Holdings Inc.09857L108COM1,175$209,432dollars as filed
EMCOR GROUP INC COM29084Q100Stock252$209,130dollars as filed
SanDisk Corporation80004C200COM91$206,909dollars as filed
HUNTINGTON BANCSHARES INC COM446150104Stock11,576$205,242dollars as filed
EBAY INC. COM278642103Stock1,832$204,726dollars as filed
COMFORT SYS USA INC COM199908104Stock103$204,141dollars as filed
Progressive Corporation743315103COM933$203,814dollars as filed
Wells Fargo & Company949746101COM2,462$203,460dollars as filed
Medtronic PlcG5960L103COM2,595$203,007dollars as filed
FORD MTR CO COM345370860Stock14,141$196,560dollars as filed
VERRICA PHARMACEUTICALS INC92511W207COM SHS16,584$101,494dollars as filed
UFP INDUSTRIES INC90278Q108COM840$76,222dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001772483-26-000004this filing2026-07-31acceptance time not in the bulk data set