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Legacy Trust — 13F Holdings & Portfolio

CIK 1772483 · latest 13F-HR filed 2026-11-06

Backtest portfolio

Legacy Trust manages $597.3M in 13F-reported U.S. long-equity assets across 220 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are IVV (5.66%), AAPL (5.50%), PANW (4.15%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 23 new positions and exited 13; 87 existing positions rose in reported value and 57 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM
$597.3M

Long-equity book

Holdings
220

Distinct positions

Period
2026-09-30

Filed 2026-11-06

Q/Q Activity
+23 / −13 / ↑87 / ↓57

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
IVV5.7% · +7%AAPL5.5% · -1%PANW4.1% · +0%MSFT3.9% · +3%URI3.3% · -1%TSM2.6% · -3%GOOGL2.5% · +1%V2.5% · +0%GS2.2% · -1%GWW2.1% · +0%JNJ2.1% · +4%LNG2.1% · +0%IJR1.8% · 0%SPY1.8% · -2%AXP1.7% · 0%AMZN1.6% · +5%META1.5% · +1%COST1.5% · +4%EXPE1.5% · 0%CMI1.5% · +0%RTX1.4% · -9%IJH1.4% · +2%SYK1.4% · -7%NVDA1.3% · +3%IWV1.3% · -0%JPM1.2% · -8%QCOM1.1% · +2%IWM1.0% · +9%LLY0.9% · +60%IWR0.9% · +8%ISRG0.9% · +2%LEN0.8% · +2%TTWO0.8% · +0%DD0.8% · newCRM0.8% · +0%INCY0.8% · +3%EFA0.8% · +6%USB0.7% · +1%ALLY0.7% · +1%SNOW0.7% · +16%DIS0.6% · +5%ILMN0.6% · +1%GOOG0.6% · +2%XOM0.6% · +22%AVGO0.6% · +81%EL0.5% · +1%EEM0.5% · +4%PYPL0.5% · +2%UBER0.5% · -1%HD0.5% · -9%KLAC0.5% · -16%EOG0.5% · +4%ITOT0.5% · newCHWY0.5% · +3%WYNN0.5% · +1%ECL0.4% · +8%VLO0.4% · -5%IWF0.4% · -3%ALB0.4% · +4%ABBV0.4% · +5%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 34.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 26, 2026.

Assets Under Management
$5.17B
Discretionary
$5.08B
Employees
50
Accounts
2,297
Address
5 APOLLO ROAD, SUITE 100
PLYMOUTH MEETING, PA 19462
Phone
(610) 943-3000
Website
Name Title / Status Ownership Type
LEGACY ADVISORS HOLDINGS, LLC ControlMEMBER
since Jan 2026
75% or moreDomestic Entity
PANVINI, VINCENT, ALBERT ControlMANAGING BOARD MEMBER
since Jan 2008
Less than 5%Individual
PIOTROWICZ, MICHAEL, THEODORE ControlMANAGING BOARD MEMBER
since Jan 2008
Less than 5%Individual
PIOTROWICZ, THEODORE, PETER ControlMANAGING BOARD MEMBER
since Jan 2019
Less than 5%Individual
SGRO, MATTHEW, JOSEPHCHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE
since May 2020
Less than 5%Individual
Piotrowicz, Pam Control
Indirect owner via IRREV DEED OF TRUST OF PAMELA PIOTROWICZ 10-1-21
TRUSTEE
since Mar 2025
General partner, trustee or managerIndividual
IRREV DEED OF TRUST OF PAMELA PIOTROWICZ 10-1-21
Indirect owner via LEGACY ADVISORS HOLDINGS, LLC
MEMBER
since Jan 2026
25–50%Domestic Entity
Ownership & leadership changes · 7 filings with changes since Feb 28, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 26, 2026 filing
  • AddedIRREV DEED OF TRUST OF PAMELA PIOTROWICZ 10-1-21 · MEMBER · 25–50% · indirect via LEGACY ADVISORS HOLDINGS, LLC
  • AddedLEGACY ADVISORS HOLDINGS, LLC · MEMBER · 75% or more · control person
  • AddedPiotrowicz, Pam · TRUSTEE · General partner, trustee or manager · indirect via IRREV DEED OF TRUST OF PAMELA PIOTROWICZ 10-1-21 · control person
  • ChangedPANVINI, VINCENT, ALBERT · title MANAGING MEMBER → MANAGING BOARD MEMBER; ownership 10–25% → Less than 5%
  • ChangedPIOTROWICZ, MICHAEL, THEODORE · title MANAGING MEMBER → MANAGING BOARD MEMBER; ownership 50–75% → Less than 5%
  • ChangedPIOTROWICZ, THEODORE, PETER · title MANAGING MEMBER → MANAGING BOARD MEMBER; ownership 10–25% → Less than 5%
Mar 17, 2025 filing
  • No longer listedEVANS, JANE, K · MANAGING MEMBER/CHIEF OPERATING OFFICER · 5–10% · control person · listed since Jan 2008
  • No longer listedKROL, JOHN, EDWARD · MANAGING MEMBER · 10–25% · control person · listed since Jan 2008
  • No longer listedMcCallister, James, Walter · MANAGER OF OPERATIONS · Less than 5% · listed since Jan 2018
Jun 24, 2020 filing
  • No longer listedALBAHARY, RONALD, GERARD · CHIEF EXECUTIVE OFFICER · Less than 5% · listed since Jun 2018
May 20, 2020 filing
  • AddedSGRO, MATTHEW, JOSEPH · CHIEF COMPLIANCE OFFICER/DIRECTOR OF FINANCE · Less than 5%
  • ChangedMcCallister, James, Walter · title CHIEF COMPLIANCE OFFICER → MANAGER OF OPERATIONS
Mar 3, 2020 filing
  • AddedEVANS, JANE, K · MANAGING MEMBER/CHIEF OPERATING OFFICER · 5–10% · control person
  • AddedKROL, JOHN, EDWARD · MANAGING MEMBER · 10–25% · control person
  • AddedPANVINI, VINCENT, ALBERT · MANAGING MEMBER · 10–25% · control person
  • AddedPIOTROWICZ, THEODORE, PETER · MANAGING MEMBER · 10–25% · control person
  • ChangedPIOTROWICZ, MICHAEL, THEODORE · ownership 75% or more → 50–75%
Jul 26, 2018 filing
  • AddedALBAHARY, RONALD, GERARD · CHIEF EXECUTIVE OFFICER · Less than 5%
Mar 23, 2018 filing
  • No longer listedBRAUN, JASON, T · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Dec 2006
  • AddedMcCallister, James, Walter · CHIEF COMPLIANCE OFFICER · Less than 5%
Feb 28, 2012 filing (earliest on record)
  • ListedBRAUN, JASON, T · CHIEF COMPLIANCE OFFICER · Less than 5%
  • ListedPIOTROWICZ, MICHAEL, THEODORE · MANAGING MEMBER · 75% or more · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 87 →

Top Trims

Show all 57 →

New Positions

Show all 23 →

Exited Positions

Show all 13 →

Legacy Trust Holdings (2026-09-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IVV 464287200 $33.8M 5.66% 44,500 SH
2 APPLE INC AAPL 037833100 $32.8M 5.50% 95,257 SH
3 PALO ALTO NETWORKS INC PANW 697435105 $24.8M 4.15% 67,690 SH
4 MICROSOFT CORP MSFT 594918104 $23.6M 3.94% 45,127 SH
5 UNITED RENTALS INC URI 911363109 $20.0M 3.34% 17,074 SH
6 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $15.3M 2.55% 37,559 SH
7 ALPHABET INC GOOGL 02079K305 $14.9M 2.49% 53,231 SH
8 VISA INC V 92826C839 $14.7M 2.46% 35,551 SH
9 GOLDMAN SACHS GROUP INC GS 38141G104 $13.4M 2.25% 15,021 SH
10 WW GRAINGER INC GWW 384802104 $12.8M 2.14% 9,426 SH
11 JOHNSON & JOHNSON JNJ 478160104 $12.6M 2.12% 46,302 SH
12 CHENIERE ENERGY INC LNG 16411R208 $12.3M 2.07% 37,381 SH
13 ISHARES TR IJR 464287804 $10.6M 1.78% 75,617 SH
14 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $10.6M 1.77% 14,021 SH
15 AMERICAN EXPRESS CO AXP 025816109 $10.0M 1.68% 31,360 SH
16 AMAZON COM INC AMZN 023135106 $9.6M 1.61% 39,949 SH
17 META PLATFORMS INC META 30303M102 $9.3M 1.55% 15,042 SH
18 COSTCO WHOLESALE CORPORATION COST 22160K105 $9.2M 1.53% 9,050 SH
19 EXPEDIA GROUP INC EXPE 30212P303 $9.1M 1.52% 31,751 SH
20 CUMMINS INC CMI 231021106 $8.9M 1.50% 17,882 SH
21 RTX CORPORATION RTX 75513E101 $8.5M 1.42% 42,521 SH
22 ISHARES TR IJH 464287507 $8.3M 1.39% 113,499 SH
23 STRYKER CORPORATION SYK 863667101 $8.2M 1.38% 28,162 SH
24 NVIDIA CORPORATION NVDA 67066G104 $7.8M 1.31% 38,312 SH
25 ISHARES TR IWV 464287689 $7.8M 1.31% 18,241 SH
26 JPMORGAN CHASE & CO JPM 46625H100 $7.4M 1.24% 21,909 SH
27 QUALCOMM INC QCOM 747525103 $6.9M 1.15% 41,700 SH
28 ISHARES TR IWM 464287655 $6.0M 1.01% 21,600 SH
29 ELI LILLY & CO LLY 532457108 $5.4M 0.91% 3,841 SH
30 ISHARES TR IWR 464287499 $5.3M 0.89% 48,380 SH
31 INTUITIVE SURGICAL INC ISRG 46120E602 $5.2M 0.87% 12,032 SH
32 LENNAR CORP LEN 526057104 $5.0M 0.83% 57,328 SH
33 TAKE-TWO INTERACTIVE SOFTWAR TTWO 874054109 $4.8M 0.81% 25,461 SH
34 DUPONT DE NEMOURS INC DD 26614N201 $4.8M 0.80% 34,064 SH
35 SALESFORCE INC CRM 79466L302 $4.7M 0.79% 20,550 SH
36 INCYTE CORP INCY 45337C102 $4.7M 0.79% 39,016 SH
37 ISHARES TR EFA 464287465 $4.5M 0.76% 43,837 SH
38 US BANCORP USB 902973304 $4.2M 0.71% 71,066 SH
39 ALLY FINL INC ALLY 02005N100 $4.1M 0.69% 108,061 SH
40 SNOWFLAKE INC SNOW 833445109 $4.0M 0.66% 12,934 SH
41 DISNEY WALT CO DIS 254687106 $3.7M 0.63% 33,712 SH
42 ILLUMINA INC ILMN 452327109 $3.6M 0.61% 15,334 SH
43 ALPHABET INC GOOG 02079K107 $3.6M 0.61% 13,005 SH
44 EXXONMOBIL HOLDINGS CORP XOM 30233Q108 $3.5M 0.59% 18,903 SH
45 BROADCOM INC AVGO 11135F101 $3.3M 0.56% 10,170 SH
46 LAUDER ESTEE COS INC EL 518439104 $3.2M 0.53% 29,132 SH
47 ISHARES TR EEM 464287234 $3.2M 0.53% 52,038 SH
48 PAYPAL HLDGS INC PYPL 70450Y103 $3.2M 0.53% 55,628 SH
49 UBER TECHNOLOGIES INC UBER 90353T100 $3.2M 0.53% 48,380 SH
50 HOME DEPOT INC HD 437076102 $3.1M 0.52% 9,357 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-11-06 $597.3M 220 0001772483-26-000006
2026-06-30 2026-07-31 $565.6M 210 0001772483-26-000004
2026-03-31 2026-04-14 $521.9M 203 0001772483-26-000002
2025-12-31 2026-01-22 $534.7M 192 0001772483-26-000001
Filer Information
Address
99 MONROE AVE, NW
SUITE 600
GRAND RAPIDS, MI 49503
Phone
(616) 454-2852
Filing Manager
Legacy Trust
GRAND RAPIDS, MI
Signatory
Melanie S VanderHoff
SVP, Director of Operations and Risk Management