Legacy Private Trust Co. ETF holdings
Neenah, WI
Reported $1.2B in 126 ETFs in its Form 13F for June 30, 2026.
ETF value
$1.2B
ETFs held
126
Change from prior quarter
+11.6%
With price moves
ETFs as a share of its 13F
66.9%
of $1.8B
Top 10 of 126 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $244.4M | 326,335 | −4,212 shares |
| VTI | Vanguard Morningstar Total Stock Market ETF | $174.3M | 471,133 | −16,272 shares |
| VEA | Vanguard FTSE Developed Markets ETF | $80.3M | 1,127,134 | +4,641 shares |
| BND | Vanguard Total Bond Market ETF | $58.2M | 792,562 | +421,556 shares |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $56.9M | 626,685 | −259,295 shares |
| VXF | Vanguard Extended Market ETF | $40.2M | 163,353 | −5,063 shares |
| SCHB | Schwab U.S. Broad Market ETF | $36.3M | 1,253,734 | −28,354 shares |
| BOND | PIMCO Active Bond Exchange-Traded Fund | $30.5M | 330,525 | +36,531 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $27.6M | 463,013 | +3,402 shares |
| JMBS | Janus Henderson Mortgage-Backed Securities ETF | $27.1M | 602,038 | +26,764 shares |
116 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001352547. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Private Trust Co. own?
Legacy Private Trust Co. reported 126 ETF positions worth $1.2B in its Form 13F for June 30, 2026. The largest was IVV, at $244.4M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.