Legacy Trust

GRAND RAPIDS, MI · CIK 1772483 · 13F filing filed 2026-07-31

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$565.6m reported value +8.4% vs Q1 2026

210positions

34.7%in top 10

14 new 52 added 97 reduced 7 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ISHARES TR CORE S&P500 ETF IVV	IVV	41,688	$31.2m5.52%	5.52%	Reduced -1.3k	-1,342 -3.1%
2	APPLE INC COM AAPL	AAPL	95,877	$27.7m4.91%	4.91%	Reduced -29.6k	-29,643 -23.6%
3	PALO ALTO NETWORKS INC COM PANW	PANW	67,441	$23.0m4.07%	4.07%	Reduced -861	-861 -1.3%
4	UNITED RENTALS INC COM URI	URI	17,263	$19.6m3.46%	3.46%	Reduced -162	-162 -0.9%
5	ALPHABET INC CAP STK CL A GOOGL	GOOGL	52,660	$18.8m3.33%	3.33%	Reduced -1.7k	-1,741 -3.2%
6	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	38,747	$18.5m3.27%	3.27%	Reduced -4.2k	-4,208 -9.8%
7	MICROSOFT CORP COM MSFT	MSFT	43,996	$16.4m2.90%	2.90%	Reduced -1.4k	-1,427 -3.1%
8	GOLDMAN SACHS GROUP INC COM GS	GS	15,155	$15.3m2.71%	2.71%	Reduced -261	-261 -1.7%
9	GRAINGER W W INC COM GWW	GWW	9,381	$12.8m2.26%	2.26%	Reduced -89	-89 -0.9%
10	CUMMINS INC COM CMI	CMI	17,796	$12.7m2.24%	2.24%	Reduced -193	-193 -1.1%
11	VISA INC COM CL A V	V	35,430	$12.2m2.15%	2.15%	Reduced -280	-280 -0.8%
12	JOHNSON & JOHNSON COM JNJ	JNJ	44,753	$11.4m2.01%	2.01%	Reduced -295	-295 -0.7%
13	ISHARES TR CORE S&P SCP ETF IJR	IJR	75,604	$11.2m1.98%	1.98%	Reduced -1.8k	-1,775 -2.3%
14	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	14,247	$10.6m1.88%	1.88%	Added +255	+255 1.8%
15	AMERICAN EXPRESS CO COM AXP	AXP	31,345	$10.6m1.87%	1.87%	Reduced -894	-894 -2.8%
16	STRYKER CORPORATION COM SYK	SYK	30,167	$9.5m1.68%	1.68%	Reduced -285	-285 -0.9%
17	AMAZON COM INC COM AMZN	AMZN	38,019	$9.1m1.60%	1.60%	Reduced -12.1k	-12,112 -24.2%
18	CHENIERE ENERGY INC COM NEW LNG	LNG	37,337	$8.9m1.58%	1.58%	Reduced -65	-65 -0.2%
19	RTX CORPORATION COM RTX	RTX	46,824	$8.9m1.57%	1.57%	Reduced -14.5k	-14,540 -23.7%
20	ISHARES TR CORE S&P MCP ETF IJH	IJH	110,950	$8.6m1.51%	1.51%	Reduced -4.4k	-4,380 -3.8%
21	META PLATFORMS INC CL A META	META	14,927	$8.4m1.49%	1.49%	Added +123	+123 0.8%
22	EXPEDIA GROUP INC COM NEW EXPE	EXPE	31,736	$8.1m1.44%	1.44%	Reduced -135	-135 -0.4%
23	COSTCO WHSL CORP NEW COM COST	COST	8,671	$8.1m1.43%	1.43%	Added +144	+144 1.7%
24	ISHARES TR RUSSELL 3000 ETF IWV	IWV	18,331	$7.8m1.38%	1.38%	Reduced -517	-517 -2.7%
25	JPMORGAN CHASE & CO COM JPM	JPM	23,810	$7.8m1.38%	1.38%	Reduced -494	-494 -2.0%
26	QUALCOMM INC COM QCOM	QCOM	40,976	$7.6m1.34%	1.34%	Reduced -468	-468 -1.1%
27	NVIDIA CORPORATION COM NVDA	NVDA	37,353	$7.5m1.32%	1.32%	Reduced -37.6k	-37,595 -50.2%
28	KLA CORP COM NEW KLAC	KLAC	22,160	$6.7m1.18%	1.18%	Unchanged
29	TAKE-TWO INTERACTIVE SOFTWAR COM TTWO	TTWO	25,368	$6.3m1.12%	1.12%	Added +195	+195 0.8%
30	ISHARES TR RUSSELL 2000 ETF IWM	IWM	19,765	$5.9m1.05%	1.05%	Added +730	+730 3.8%
31	LENNAR CORP CL A LEN	LEN	56,115	$5.1m0.90%	0.90%	Added +500	+500 0.9%
32	ISHARES TR RUS MID CAP ETF IWR	IWR	44,570	$4.9m0.87%	0.87%	Added +1.6k	+1,590 3.7%
33	ALLY FINL INC COM ALLY	ALLY	106,778	$4.9m0.87%	0.87%	Added +2.5k	+2,465 2.4%
34	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	11,840	$4.7m0.83%	0.83%	Reduced -321	-321 -2.6%
35	ALPHABET INC CAP STK CL C GOOG	GOOG	12,755	$4.5m0.80%	0.80%	Reduced -1.9k	-1,942 -13.2%
36	INCYTE CORP COM INCY	INCY	37,927	$4.3m0.76%	0.76%	Added +725	+725 1.9%
37	ISHARES TR MSCI EAFE ETF EFA	EFA	41,202	$4.3m0.76%	0.76%	Added +1.4k	+1,430 3.6%
38	US BANCORP DEL COM NEW USB	USB	70,237	$4.2m0.75%	0.75%	Added +592	+592 0.8%
39	HOME DEPOT INC COM HD	HD	10,321	$3.6m0.64%	0.64%	Reduced -102	-102 -1.0%
40	WYNN RESORTS LTD COM WYNN	WYNN	36,539	$3.5m0.63%	0.63%	Added +668	+668 1.9%
41	UBER TECHNOLOGIES INC COM UBER	UBER	49,018	$3.5m0.63%	0.63%	Added +985	+985 2.0%
42	ALBEMARLE CORP COM ALB	ALB	25,878	$3.5m0.62%	0.62%	Added +202	+202 0.8%
43	ISHARES TR MSCI EMG MKT ETF EEM	EEM	50,128	$3.4m0.61%	0.61%	Added +485	+485 1.0%
44	SALESFORCE INC COM CRM	CRM	20,528	$3.2m0.57%	0.57%	Reduced -2.1k	-2,127 -9.4%
45	DISNEY WALT CO COM DIS	DIS	32,016	$3.1m0.54%	0.54%	Added +913	+913 2.9%
46	ELI LILLY & CO COM LLY	LLY	2,406	$2.9m0.51%	0.51%	Reduced -104	-104 -4.1%
47	INTEL CORP COM INTC	INTC	20,462	$2.9m0.51%	0.51%	Reduced -3.2k	-3,223 -13.6%
48	SNOWFLAKE INC CL A SNOW	SNOW	11,169	$2.8m0.50%	0.50%	New
49	ISHARES TR RUS 1000 GRW ETF IWF	IWF	21,501	$2.7m0.47%	0.47%	Reduced -1.1k	-1,135 -5.0%
50	ILLUMINA INC COM ILMN	ILMN	15,170	$2.7m0.47%	0.47%	Added +425	+425 2.9%
51	ORACLE CORP COM ORCL	ORCL	17,794	$2.6m0.46%	0.46%	Reduced -846	-846 -4.5%
52	CHEWY INC CL A CHWY	CHWY	127,305	$2.5m0.44%	0.44%	Added +9.8k	+9,835 8.4%
53	TJX COS INC NEW COM TJX	TJX	15,658	$2.4m0.42%	0.42%	Reduced -46	-46 -0.3%
54	PAYPAL HLDGS INC COM PYPL	PYPL	54,432	$2.4m0.42%	0.42%	Added +1.6k	+1,608 3.0%
55	LAUDER ESTEE COS INC CL A EL	EL	28,828	$2.3m0.40%	0.40%	Added +2.0k	+1,958 7.3%
56	ECOLAB INC COM ECL	ECL	8,092	$2.3m0.40%	0.40%	Reduced -5	-5 -0.1%
57	EOG RES INC COM EOG	EOG	17,105	$2.2m0.39%	0.39%	Added +570	+570 3.5%
58	BROADCOM INC COM AVGO	AVGO	5,632	$2.1m0.38%	0.38%	Added +287	+287 5.4%
59	EXXON MOBIL CORP COM XOM	XOM	15,501	$2.1m0.37%	0.37%	Added +7	+7 0.1%
60	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	4,052	$2.0m0.36%	0.36%	Reduced -589	-589 -12.7%
61	ELEVANCE HEALTH INC COM ELV	ELV	5,208	$2.0m0.36%	0.36%	Added +33	+33 0.6%
62	ABBVIE INC COM ABBV	ABBV	7,861	$2.0m0.35%	0.35%	Reduced -316	-316 -3.9%
63	NIKE INC CL B NKE	NKE	48,046	$2.0m0.35%	0.35%	Added +2.3k	+2,285 5.0%
64	AMPHENOL CORP CL A APH	APH	10,806	$1.9m0.34%	0.34%	Added +59	+59 0.6%
65	STARBUCKS CORP COM SBUX	SBUX	17,777	$1.8m0.32%	0.32%	Reduced -747	-747 -4.0%
66	VALERO ENERGY CORP COM VLO	VLO	6,694	$1.7m0.31%	0.31%	Unchanged
67	ALIGN TECHNOLOGY INC COM ALGN	ALGN	10,046	$1.7m0.30%	0.30%	Added +797	+797 8.6%
68	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	3,324	$1.7m0.29%	0.29%	Reduced -2	-2 -0.1%
69	GENTEX CORP COM GNTX	GNTX	61,808	$1.6m0.28%	0.28%	Reduced -170	-170 -0.3%
70	VANGUARD INDEX FDS MID CAP ETF VO	VO	19,224	$1.5m0.27%	0.27%	Reduced -8	-8 -0.0%
71	PEPSICO INC COM PEP	PEP	10,778	$1.5m0.26%	0.26%	Reduced -77	-77 -0.7%
72	ROPER TECHNOLOGIES INC COM ROP	ROP	4,299	$1.5m0.26%	0.26%	Unchanged
73	NEXTERA ENERGY INC COM NEE	NEE	16,142	$1.4m0.25%	0.25%	Reduced -303	-303 -1.8%
74	CISCO SYS INC COM CSCO	CSCO	11,067	$1.3m0.23%	0.23%	Reduced -2.4k	-2,405 -17.9%
75	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,477	$1.3m0.23%	0.23%	Unchanged
76	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	18,040	$1.3m0.23%	0.23%	Reduced -282	-282 -1.5%
77	MCDONALDS CORP COM MCD	MCD	4,678	$1.3m0.22%	0.22%	Reduced -306	-306 -6.1%
78	CHEVRON CORP NEW COM CVX	CVX	7,453	$1.2m0.22%	0.22%	Reduced -59	-59 -0.8%
79	ISHARES TR SELECT DIVID ETF DVY	DVY	7,835	$1.2m0.22%	0.22%	Unchanged
80	ISHARES TR RUS 1000 ETF IWB	IWB	2,825	$1.2m0.20%	0.20%	Reduced -60	-60 -2.1%
81	ISHARES TR CORE DIV GRWTH DGRO	DGRO	14,992	$1.1m0.20%	0.20%	Unchanged
82	CATERPILLAR INC COM CAT	CAT	1,066	$1.1m0.20%	0.20%	Reduced -425	-425 -28.5%
83	FIFTH THIRD BANCORP COM FITB	FITB	20,046	$1.1m0.20%	0.20%	Added +96	+96 0.5%
84	APPLIED MATLS INC COM AMAT	AMAT	1,543	$1.1m0.20%	0.20%	Added +10	+10 0.7%
85	COCA COLA CO COM KO	KO	13,329	$1.1m0.19%	0.19%	Reduced -258	-258 -1.9%
86	AMGEN INC COM AMGN	AMGN	2,869	$1.0m0.18%	0.18%	Reduced -115	-115 -3.9%
87	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,761	$1.0m0.18%	0.18%	Unchanged
88	ISHARES TR S&P SML 600 GWT IJT	IJT	5,690	$1.0m0.18%	0.18%	Reduced -95	-95 -1.6%
89	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	4,516	$991.0k0.18%	0.18%	Unchanged
90	UNION PAC CORP COM UNP	UNP	3,572	$971.6k0.17%	0.17%	Reduced -405	-405 -10.2%
91	INVESCO EXCHANGE TRADED FD T RAFI US 1500 PRFZ	PRFZ	17,065	$951.7k0.17%	0.17%	Unchanged
92	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	1,292	$951.4k0.17%	0.17%	Unchanged
93	ISHARES TR CORE MSCI EAFE IEFA	IEFA	9,740	$940.7k0.17%	0.17%	Reduced -127	-127 -1.3%
94	ZOETIS INC CL A ZTS	ZTS	12,857	$923.9k0.16%	0.16%	Reduced -428	-428 -3.2%
95	ISHARES INC MSCI EMRG CHN EMXC	EMXC	8,922	$912.7k0.16%	0.16%	Unchanged
96	ETF SER SOLUTIONS APTUS COLLRD INV ACIO	ACIO	19,632	$905.8k0.16%	0.16%	Unchanged
97	PROCTER AND GAMBLE CO COM PG	PG	6,167	$904.3k0.16%	0.16%	Reduced -375	-375 -5.7%
98	ISHARES TR RUS 2000 GRW ETF IWO	IWO	2,291	$902.6k0.16%	0.16%	Unchanged
99	ISHARES TR RUS 1000 VAL ETF IWD	IWD	3,635	$881.2k0.16%	0.16%	Reduced -650	-650 -15.2%
100	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	1,253	$860.6k0.15%	0.15%	Reduced -55	-55 -4.2%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
DUPONT DE NEMOURS INC DWDP	DWDP	33,626	$4.6m33.6k shares
ACCENTURE PLC IRELAND ACN	ACN	3,438	$681.7k3.4k shares
HONEYWELL INTL INC		1,160	$524.2k1.2k shares
AUTODESK INC ADSK	ADSK	1,655	$396.2k1.7k shares
TARGET CORP TGT	TGT	2,106	$255.2k2.1k shares
TOYOTA MOTOR CORP TM	TM	1,140	$234.9k1.1k shares
OTIS WORLDWIDE CORP OTIS	OTIS	2,798	$215.7k2.8k shares