Institutional Fund
Legacy Private Trust Co.
Neenah, WICIK 13525475 filings on record
Portfolio Value
$1.62B
Q1 2026
Holdings
257
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-4.7%
from $1.70B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr13.3%
- Vanguard Index Fds9.7%
- Vanguard Tax-Managed Fds4.4%
- Spdr Series Trust4.3%
- Apple Inc3.0%
- Nvidia Corporation2.7%
- Other62.5%
Portfolio Holdings
257 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 330.5K | $215.92M | 13.3% | −2.5K | Reduced |
| 2 | Vanguard Index Fds | 487.4K | $156.36M | 9.7% | −7.5K | Reduced |
| 3 | Vanguard Tax-Managed Fds | 1.12M | $71.93M | 4.4% | −21.7K | Reduced |
| 4 | Spdr Series Trust | 886.0K | $70.05M | 4.3% | −6.8K | Reduced |
| 5 | Apple Inc | 189.7K | $48.15M | 3.0% | −2.9K | Reduced |
| 6 | Nvidia Corporation | 252.3K | $44.00M | 2.7% | −8.8K | Reduced |
| 7 | Vanguard Index Fds | 168.4K | $34.66M | 2.1% | −4.8K | Reduced |
| 8 | Alphabet Inc | 117.2K | $33.72M | 2.1% | −3.6K | Reduced |
| 9 | Schwab Strategic Tr | 1.28M | $32.18M | 2.0% | −50.4K | Reduced |
| 10 | Broadcom Inc | 91.7K | $28.38M | 1.8% | +905 | Added |
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