Legacy Trust ETF holdings
Grand Rapids, MI
Reported $123.3M in 61 ETFs in its Form 13F for June 30, 2026.
ETF value
$123.3M
ETFs held
61
Change from prior quarter
+14.4%
With price moves
ETFs as a share of its 13F
21.8%
of $565.6M
Top 10 of 61 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | $31.2M | 41,688 | −1,342 shares |
| IJR | iShares Core S&P Small-Cap ETF | $11.2M | 75,604 | −1,775 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $10.6M | 14,247 | +255 shares |
| IJH | iShares Core S&P Mid-Cap ETF | $8.6M | 110,950 | −4,380 shares |
| IWV | iShares Russell 3000 ETF | $7.8M | 18,331 | −517 shares |
| IWM | iShares Russell 2000 ETF | $5.9M | 19,765 | +730 shares |
| IWR | iShares Russell Mid-Cap ETF | $4.9M | 44,570 | +1,590 shares |
| EFA | iShares MSCI EAFE ETF | $4.3M | 41,202 | +1,430 shares |
| EEM | iShares MSCI Emerging Markets ETF | $3.4M | 50,128 | +485 shares |
| IWF | iShares Russell 1000 Growth ETF | $2.7M | 21,501 | +15,842 shares |
51 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) 0001772483. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy Trust own?
Legacy Trust reported 61 ETF positions worth $123.3M in its Form 13F for June 30, 2026. The largest was IVV, at $31.2M.
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.