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Michael B Mahlik

Legacy Private Trust Co.

Assets Managed
$1.806B
Holdings
262
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
11.1%(2Q avg: 3.26%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Private Trust Co.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 262 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.806B in assets, with a quarterly growth rate of 11.1% and a 2-quarter average growth rate of 3.26%. 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 -1.27%
13.53%
$244.389M
326,335 shares@ $748.89 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -3.33%
9.66%
$174.338M
471,133 shares@ $370.04 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 0.42%
4.45%
$80.308M
1.127M shares@ $71.25 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 113.63%
3.23%
$58.182M
792,562 shares@ $73.41 avg price
SPTM
Spdr Portfolio S&p 1500 Comp
Recent Activity
Decreased -29.26%
3.15%
$56.897M
626,685 shares@ $90.79 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.55%
3.04%
$54.765M
189,262 shares@ $289.36 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -3.58%
2.7%
$48.667M
243,225 shares@ $200.09 avg price
VXF
Vanguard Extended Market Etf
Recent Activity
Decreased -3%
2.23%
$40.219M
163,353 shares@ $246.21 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -4.01%
2.23%
$40.218M
112,539 shares@ $357.37 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -2.21%
2.01%
$36.308M
1.254M shares@ $28.96 avg price

1-10 of 262