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Michael B Mahlik

Legacy Private Trust Co.

Assets Managed
$1.626B
Holdings
257
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-4.58%(2Q avg: -1.49%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Private Trust Co.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 257 positions.

Assets under management

The assets under management (AUM) of Legacy Private Trust Co. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.626B in assets, with a quarterly growth rate of -4.58% and a 2-quarter average growth rate of -1.49%. The portfolio is managed by Michael B Mahlik, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.75%
13.28%
$215.917M
330,547 shares@ $653.21 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.51%
9.62%
$156.364M
487,405 shares@ $320.81 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.89%
4.43%
$71.929M
1.122M shares@ $64.08 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -0.76%
4.31%
$70.046M
885,980 shares@ $79.06 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.87%
3.07%
$49.803M
196,239 shares@ $253.79 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.36%
2.71%
$43.995M
252,265 shares@ $174.4 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Decreased -2.79%
2.14%
$34.66M
168,416 shares@ $205.8 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.95%
2.08%
$33.716M
117,249 shares@ $287.56 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -3.78%
1.98%
$32.18M
1.282M shares@ $25.1 avg price
AVGO
Broadcom Inc
Recent Activity
Increased 1%
1.75%
$28.381M
91,698 shares@ $309.51 avg price

1-10 of 257