Legacy Trust

Q3 2025 13F Holdings Report, Stock Holdings

Signature - Title
Melanie S VanderHoff - SVP, Director of Operations and Risk Management
Location
Grand Rapids, MI
Holdings as of
September 30, 2025
Value $
$507M
Num holdings
188
Date filed
10/24/2025, 10:24 AM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AAPL, IVV, MSFT, NVDA, and URI.
Previous filing
Q2 2025 - Jul 22, 2025
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2025 Q3 compared to 2025 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Melanie S VanderHoff SVP, Director of Operations and Risk Management Grand Rapids, Michigan 10/24/2025