13F Filings History of Legacy Trust
- Latest 13F filing
- Q2 2026 - 31 Jul 2026
- Latest reported 13F value
- $565,597,357
- Largest 13F holdings
-
IVV AAPL PANW URI GOOGL TSM MSFT GS GWW CMI V JNJ
+8 more
IJR SPY AXP SYK AMZN LNG RTX IJH - Form 13F summary
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- Legacy Trust Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Legacy Trust reported 210 equity holdings with a total reported market value of $565,597,357 for Q2 2026. Top reported holdings included IVV, AAPL, PANW, URI, and GOOGL.
- Manager signature
- Melanie S VanderHoff - SVP, Director of Operations and Risk Management
- Manager location
- Grand Rapids, MI
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$565,597,357
Quarter delta
+$43,701,987
Accepted
31 Jul 2026, 10:13
Rows shown
1-15 of 15
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 210 | $565,597,357 | +$19,022,828 | -$43,504,235 | -$24,481,407 | IVV, AAPL, PANW, URI, GOOGL | 13F-HR | 31 Jul 2026, 10:13 |
| 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 |