Key facts
- Legacy Trust reports institutional holdings through Form 13F filings.
- Latest reported quarter: Q1 2026.
- Latest reported holdings value: $521,895,370.
13F Filings History of Legacy Trust
- Latest 13F report
- Q1 2026 - 14 Apr 2026
- Value $
- $521,895,370
- Signature - Title
- Melanie S VanderHoff - SVP, Director of Operations and Risk Management
- Location
- Grand Rapids, MI
- Summary
- This page shows a list of all the recent 13F filings made by Legacy Trust. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Legacy Trust reported 203 stock holdings with total value $521,895,370 as of Q1 2026. Top holdings included AAPL, IVV, MSFT, GOOGL, and TSM.
Follow Filing Activity
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Holdings Value
Change
- Most recent filing was accepted on 14 Apr 2026, 09:48.
- Reported value moved from $534,654,074 to $521,895,370.
Research use
- This gives a plain-language read of holdings direction before you open full quarter tables.
- Use the filing links below to verify the exact SEC source document.
Evidence
Backed by Form 13F
See Original Filing
Portfolio holdings and changes are grounded in SEC Form 13F filings.
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 203 | $521,895,370 | +$23,334,778 | -$11,518,248 | +$11,816,530 | AAPL, IVV, MSFT, GOOGL, TSM | 13F-HR | 14 Apr 2026, 09:48 |
| Q4 2025 | 192 | $534,654,074 | +$24,418,063 | -$6,012,490 | +$18,405,573 | AAPL, IVV, MSFT, GOOGL, NVDA | 13F-HR | 22 Jan 2026, 14:18 |
| Q3 2025 | 188 | $507,219,310 | +$72,704,922 | -$3,277,106 | +$69,427,816 | AAPL, IVV, MSFT, NVDA, URI | 13F-HR | 24 Oct 2025, 10:24 |
| Q2 2025 | 144 | $407,697,891 | +$9,365,305 | -$56,949,485 | -$47,584,180 | IVV, MSFT, AAPL, PANW, URI | 13F-HR | 22 Jul 2025, 16:31 |
| Q1 2025 | 159 | $414,864,712 | +$8,243,257 | -$3,484,873 | +$4,758,384 | AAPL, MSFT, SPY, IVV, V | 13F-HR | 16 Apr 2025, 10:47 |
| Q4 2024 | 157 | $430,871,956 | +$13,207,441 | -$16,213,983 | -$3,006,542 | AAPL, MSFT, SPY, URI, IVV | 13F-HR | 23 Jan 2025, 12:21 |
| Q3 2024 | 159 | $435,366,896 | +$15,486,882 | -$7,917,906 | +$7,568,976 | AAPL, MSFT, SPY, URI, IVV | 13F-HR | 29 Oct 2024, 11:54 |
| Q2 2024 | 143 | $402,066,013 | +$13,219,781 | -$13,825,370 | -$605,589 | AAPL, MSFT, SPY, URI, PANW | 13F-HR | 16 Jul 2024, 16:33 |
| Q1 2024 | 149 | $400,989,321 | +$14,011,486 | -$20,104,310 | -$6,092,824 | MSFT, AAPL, SPY, URI, V | 13F-HR | 23 Apr 2024, 12:40 |
| Q4 2023 | 156 | $384,097,200 | +$10,153,255 | -$15,871,557 | -$5,718,302 | AAPL, MSFT, SPY, URI, IVV | 13F-HR | 24 Jan 2024, 12:51 |
| Q3 2023 | 156 | $343,935,120 | +$6,425,621 | -$6,028,363 | +$397,258 | AAPL, MSFT, SPY, URI, V | 13F-HR | 16 Oct 2023, 16:05 |
| Q2 2023 | 162 | $362,884,590 | +$6,535,521 | -$4,388,615 | +$2,146,906 | AAPL, MSFT, SPY, URI, V | 13F-HR | 08 Aug 2023, 10:19 |
| Q1 2023 | 158 | $335,806,775 | +$13,208,010 | -$27,478,867 | -$14,270,857 | AAPL, MSFT, SPY, V, URI | 13F-HR | 19 Apr 2023, 14:47 |
| Q4 2022 | 151 | $323,940,376 | $0 | $0 | $0 | SUI, AAPL, SPY, MSFT, IVV | 13F-HR | 03 Apr 2023, 15:38 |