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Zachary S. Leeds

St. Louis Trust Co

Assets Managed
$856.497M
Holdings
145
Last Quarter
2026 - Q1
Filed Date
1mo 13d ago
Growth Rate
-1.78%(2Q avg: 3.47%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in St. Louis Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 145 positions.

Assets under management

The assets under management (AUM) of St. Louis 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 856.497M in assets, with a quarterly growth rate of -1.78% and a 2-quarter average growth rate of 3.47%. The portfolio is managed by Zachary S. Leeds, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VXUS
Vanguard Total Intl Stock
Recent Activity
Decreased -0.38%
10.81%
$92.586M
1.201M shares@ $77.12 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -1.44%
9.95%
$85.167M
130,958 shares@ $650.34 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 2.18%
9.06%
$77.567M
241,786 shares@ $320.81 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -2.24%
7.98%
$68.281M
549,283 shares@ $124.32 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -1.21%
6.36%
$54.403M
724,403 shares@ $75.1 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -1.96%
4.61%
$39.452M
66,023 shares@ $597.56 avg price
IWB
Ishares Russell 1000 Etf
Recent Activity
Decreased -0.67%
3.99%
$34.167M
95,825 shares@ $356.57 avg price
SCHX
Schwab Us Large-cap Etf
Recent Activity
Increased 2.09%
3.97%
$33.957M
1.324M shares@ $25.64 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -1.65%
3.78%
$32.369M
505,137 shares@ $64.08 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Decreased -0.04%
2.28%
$19.493M
140,924 shares@ $138.33 avg price

1-10 of 145