DOSSIER · 13F-HR · Q1 2026

Legacy Private Trust Co.

Legacy Private Trust's asset manager based in Boston, MA — $1.6B in tracked AUM across 361 positions as of Q1 2026.

LP

Legacy Private Trust·Boston, MA·Asset Manager

CIK 0001352547 · last filed Mar 31, 2026

Total AUM

$1.6B

▼ 7.0%

vs prior

Holdings

361

—

positions

Whale Score

59

59

tracked

Activity

—

no data

changes this Q

Top sector

Tech

25% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Comprehensive Analysis of Legacy Private Trust Co. 13F Filing (Q4 2025)

1. Portfolio Overview

Legacy Private Trust Co. has reported a dramatic expansion in assets under management, with the total portfolio value surging 196.5% from approximately $574.7 million to $1.70 billion during the quarter ending December 31, 2025. This near-tripling of assets suggests significant capital inflows, possibly from institutional acquisitions or new client mandates, rather than merely marke...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

01

ISHARES TR

$216M331K13.3%

02

VANGUARD INDEX FDS

$156M487K9.6%

03

VANGUARD TAX-MANAGED FDS

$72M1.1M4.4%

04

SPDR SERIES TRUST

$70M886K4.3%

05

APPLE INC

$50M196K3.1%

06

NVIDIA CORPORATION

$44M252K2.7%

07

VANGUARD INDEX FDS

$35M168K2.1%

08

ALPHABET INC

$34M117K2.1%

09

SCHWAB STRATEGIC TR

$32M1.3M2.0%

10

BROADCOM INC

$28M92K1.7%

Filing history

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