SEC Form 13F

Legacy Private Trust Co. 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$1,806,427,226
Positions270

Largest disclosed positions

IssuerTickerClassReported valueReported amount
ISHARES TRIVVCORE S&P500 ETF$244,389,017326,335
VANGUARD INDEX FDSVTITOTAL STK MKT$174,338,055471,133
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$80,308,2961,127,134
VANGUARD BD INDEX FDSBNDTOTAL BND MRKT$58,181,975792,562
1SPDR SERIES TRUSTSPTMST STR PR SP1500$55,168,543607,650
APPLE INCAAPLCOM$52,884,012182,762
NVIDIA CORPORATIONNVDACOM$48,666,890243,225
VANGUARD INDEX FDSVXFEXTEND MKT ETF$40,219,141163,353
ALPHABET INCGOOGLCAP STK CL A$40,218,061112,539
SCHWAB STRATEGIC TRSCHBUS BRD MKT ETF$36,308,1361,253,734

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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