Legacy Bridge
WEST DES MOINES, IAfiles as Legacy Bridge, LLC
$324m in 322 US stocks at the end of 30 June 2026. The top 10 are 27.1% of the money. It changed about 12.2% of the portfolio this quarter.
Value
$324m
Stocks
322
Top 10 share
27.1%
Turnover
12.2%
What changed this quarter
New
Bought for the first time this quarter.
- TeradyneTER0.9% of the fund
- Seagate Technology HoldingsSTX0.9% of the fund
- Powell IndustriesPOWL0.5% of the fund
- BWX TechnologiesBWXT0.4% of the fund
- Hyliion HoldingsHYLN<0.1% of the fund
- Roundhill ETF TrustDRAM<0.1% of the fund
- Smith & Wesson BrandsSWBI<0.1% of the fund
- Willis Towers WatsonWTW<0.1% of the fund
- Sturm RugerRGR<0.1% of the fund
- SoFi TechnologiesSOFI<0.1% of the fund
- FedEx Freight Holding CompanyFDXF<0.1% of the fund
- Warner Bros. DiscoveryWBD<0.1% of the fund
- NlightLASR<0.1% of the fund
- American Outdoor BrandsAOUT<0.1% of the fund
Added
Bought more of a stock they already held.
- Nebius GroupNBIS1.6% of the fund+3%
- Advanced Micro DevicesAMD1.6% of the fund+2%
- Western DigitalWDC1.2% of the fund+2%
- Hewlett Packard EnterpriseHPE1.0% of the fund+2%
- Ishares TRIWO0.9% of the fund+3%
- Quanta ServicesPWR0.9% of the fund+6%
- ExxonMobil HoldingsXOM0.6% of the fund+3%
- National Fuel GasNFG0.5% of the fund+5%
- Rocket LabRKLB0.4% of the fund+138400%
- Vanguard Intl Equity Index FVWO0.4% of the fund+4%
- Vanguard Scottsdale FDSVTWO0.4% of the fund+11%
- Ishares TRIJH0.3% of the fund+4%
- Union PacificUNP0.3% of the fund+7%
- IonQIONQ0.2% of the fund+11%
- PfizerPFE0.2% of the fund+5%
- State STR Spdr S&P 500 ETF TSPY0.2% of the fund+6%
- Ishares Gold TRIAU<0.1% of the fund+93%
- Invesco QQQ TRQQQ<0.1% of the fund+22%
- Ishares TRIJK<0.1% of the fund+5%
- Ulta BeautyULTA<0.1% of the fund+42%
- Dell TechnologiesDELL<0.1% of the fund+94%
- IsharesEWJ<0.1% of the fund+21%
- Texas Pacific LandTPL<0.1% of the fund+29%
- On Holding AGONON<0.1% of the fund+7%
- AT&TT<0.1% of the fund+15%
Cut
Sold some of their stake.
- GE VernovaGEV4.1% of the fund-3%
- Sterling InfrastructureSTRL3.8% of the fund-24%
- NvidiaNVDA3.6% of the fund-10%
- BroadcomAVGO2.4% of the fund-9%
- West BancorporationWTBA1.8% of the fund-8%
- Berkshire HathawayBRK-B1.2% of the fund-5%
- Axon EnterpriseAXON0.6% of the fund-6%
- Spdr Series TrustXBI0.5% of the fund-2%
- Intuitive SurgicalISRG0.5% of the fund-3%
- IsharesEWW0.3% of the fund-16%
- Goldman Sachs GroupGS0.3% of the fund-5%
- DanaherDHR0.3% of the fund-2%
- AlphabetGOOGL0.3% of the fund-5%
- T-Mobile USTMUS0.3% of the fund-21%
- Tractor SupplyTSCO0.3% of the fund-18%
- TJX CompaniesTJX0.3% of the fund-3%
- Jacobs SolutionsJ0.2% of the fund-21%
- GE HealthCare TechnologiesGEHC0.2% of the fund-20%
- J P Morgan Exchange Traded FJEPI0.2% of the fund-19%
- AeroVironmentAVAV0.2% of the fund-14%
- Procter & GamblePG0.2% of the fund-9%
- Mondelez InternationalMDLZ0.2% of the fund-22%
- Wells Fargo & CompanyWFC0.2% of the fund-2%
- ConocoPhillipsCOP0.2% of the fund-6%
- Toyota MotorTM0.1% of the fund-27%
Sold out
Sold their entire stake.
- Celsius HoldingsCELH-100%
- IntuitINTU-100%
- General ElectricGE-100%
- VisaV-100%
- Philip Morris InternationalPM-100%
- RTXRTX-100%
- Cisco SystemsCSCO-100%
- Booking HoldingsBKNG-100%
- SalesforceCRM-100%
- International Business MachinesIBM-100%
- Veeva SystemsVEEV-100%
- Spdr Series TrustJNK-100%
Holdings
- Ishares TRIVV
- Share
- 1.0%
- Value
- $3m
- Shares
- 4,393
Held
- Ishares TRIWO
- Share
- 0.9%
- Value
- $3m
- Shares
- 7,755
+3%
- IsharesIEMG
- Share
- 0.9%
- Value
- $3m
- Shares
- 34,421
Held
- Ishares TRIWM
- Share
- 0.8%
- Value
- $3m
- Shares
- 9,076
Held
- Vanguard Tax-Managed FDSVEA
- Share
- 0.8%
- Value
- $3m
- Shares
- 36,195
Held
- Principal Exchange Traded FDPREF
- Share
- 0.7%
- Value
- $2m
- Shares
- 122,830
Held
- Vanguard Star FDSVXUS
- Share
- 0.7%
- Value
- $2m
- Shares
- 25,534
Held
- Ishares TRIXUS
- Share
- 0.6%
- Value
- $2m
- Shares
- 21,933
Held
- Ishares TRIWR
- Share
- 0.6%
- Value
- $2m
- Shares
- 18,854
Held
- Ishares TRIWN
- Share
- 0.6%
- Value
- $2m
- Shares
- 9,285
Held
- Ishares TRIWS
- Share
- 0.6%
- Value
- $2m
- Shares
- 10,950
Held
- Schwab Strategic TRSCHM
- Share
- 0.5%
- Value
- $2m
- Shares
- 47,816
Held
- Spdr Series TrustXBI
- Share
- 0.5%
- Value
- $2m
- Shares
- 10,933
-2%
- Ishares TREFA
- Share
- 0.5%
- Value
- $2m
- Shares
- 15,769
Held
- Vanguard Intl Equity Index FVWO
- Share
- 0.4%
- Value
- $1m
- Shares
- 23,138
+4%
- Vanguard Scottsdale FDSVTWO
- Share
- 0.4%
- Value
- $1m
- Shares
- 9,862
+11%
- CamecoCCJ
- Share
- 0.4%
- Value
- $1m
- Shares
- 11,518
Held
- Global X FDSARGT
- Share
- 0.4%
- Value
- $1m
- Shares
- 12,565
Held
- IsharesEWW
- Share
- 0.3%
- Value
- $1m
- Shares
- 14,360
-16%
- Vanguard Index FDSVOO
- Share
- 0.3%
- Value
- $994,501
- Shares
- 1,448
Held
- Schwab Strategic TRSCHF
- Share
- 0.3%
- Value
- $958,088
- Shares
- 34,588
Held
- Ishares TRIWP
- Share
- 0.3%
- Value
- $924,872
- Shares
- 6,317
Held
- Ishares TRIJH
- Share
- 0.3%
- Value
- $909,127
- Shares
- 11,790
+4%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| GE VernovaGEV | 4.1% | $13m | 11,289 | -3% |
| Sterling InfrastructureSTRL | 3.8% | $12m | 14,700 | -24% |
| NvidiaNVDA | 3.6% | $12m | 58,994 | -10% |
| CaterpillarCAT | 2.5% | $8m | 7,679 | Held |
| BroadcomAVGO | 2.4% | $8m | 20,418 | -9% |
| Micron TechnologyMU | 2.3% | $7m | 6,433 | Held |
| Palantir TechnologiesPLTR | 2.2% | $7m | 60,435 | Held |
| Arista NetworksANET | 2.1% | $7m | 39,572 | Held |
| Vertiv HoldingsVRT | 2.1% | $7m | 20,066 | Held |
| CelesticaCLS | 2.0% | $6m | 17,676 | Held |
| West BancorporationWTBA | 1.8% | $6m | 225,579 | -8% |
| Taiwan Semiconductor ManufacturingTSM | 1.7% | $6m | 11,697 | Held |
| Nebius GroupNBIS | 1.6% | $5m | 19,328 | +3% |
| Advanced Micro DevicesAMD | 1.6% | $5m | 9,160 | +2% |
| Eli LillyLLY | 1.5% | $5m | 3,978 | Held |
| Amazon.comAMZN | 1.4% | $5m | 18,992 | Held |
| WalmartWMT | 1.4% | $4m | 38,731 | Held |
| EatonETN | 1.3% | $4m | 10,179 | Held |
| ASML Holding NVASML | 1.3% | $4m | 2,126 | Held |
| Credo Technology Group HoldingCRDO | 1.3% | $4m | 15,030 | Held |
| Palo Alto NetworksPANW | 1.2% | $4m | 11,236 | Held |
| Western DigitalWDC | 1.2% | $4m | 5,926 | +2% |
| Berkshire HathawayBRK-B | 1.2% | $4m | 7,557 | -5% |
| AlphabetGOOG | 1.2% | $4m | 10,695 | Held |
| Johnson Controls InternationalJCI | 1.1% | $3m | 23,379 | Held |
| MicrosoftMSFT | 1.1% | $3m | 9,117 | Held |
| Ishares TRIVV | 1.0% | $3m | 4,393 | Held |
| JPMorgan ChaseJPM | 1.0% | $3m | 9,712 | Held |
| Parker-HannifinPH | 1.0% | $3m | 3,207 | Held |
| Hewlett Packard EnterpriseHPE | 1.0% | $3m | 69,355 | +2% |
| Ishares TRIWO | 0.9% | $3m | 7,755 | +3% |
| TeradyneTER | 0.9% | $3m | 6,300 | New |
| IsharesIEMG | 0.9% | $3m | 34,421 | Held |
| Seagate Technology HoldingsSTX | 0.9% | $3m | 2,952 | New |
| Quanta ServicesPWR | 0.9% | $3m | 3,895 | +6% |
| Bank of New York MellonBNY | 0.8% | $3m | 18,908 | Held |
| Ishares TRIWM | 0.8% | $3m | 9,076 | Held |
| AppleAAPL | 0.8% | $3m | 9,354 | Held |
| Vanguard Tax-Managed FDSVEA | 0.8% | $3m | 36,195 | Held |
| Costco WholesaleCOST | 0.8% | $3m | 2,751 | Held |
| DeereDE | 0.8% | $3m | 4,046 | Held |
| Valero EnergyVLO | 0.7% | $2m | 9,302 | Held |
| Williams SonomaWSM | 0.7% | $2m | 10,271 | Held |
| Principal Exchange Traded FDPREF | 0.7% | $2m | 122,830 | Held |
| Vanguard Star FDSVXUS | 0.7% | $2m | 25,534 | Held |
| OkloOKLO | 0.7% | $2m | 40,705 | Held |
| Ishares TRIXUS | 0.6% | $2m | 21,933 | Held |
| Ishares TRIWR | 0.6% | $2m | 18,854 | Held |
| Ishares TRIWN | 0.6% | $2m | 9,285 | Held |
| Home DepotHD | 0.6% | $2m | 5,717 | Held |
| Esco TechnologiesESE | 0.6% | $2m | 5,688 | Held |
| Freeport-McMoRanFCX | 0.6% | $2m | 31,132 | Held |
| ExxonMobil HoldingsXOM | 0.6% | $2m | 14,237 | +3% |
| Axon EnterpriseAXON | 0.6% | $2m | 3,458 | -6% |
| Centrus EnergyLEU | 0.6% | $2m | 11,441 | Held |
| NXP SemiconductorsNXPI | 0.6% | $2m | 6,751 | Held |
| Morgan StanleyMS | 0.6% | $2m | 8,837 | Held |
| CitigroupC | 0.6% | $2m | 13,064 | Held |
| Ishares TRIWS | 0.6% | $2m | 10,950 | Held |
| EquinixEQIX | 0.6% | $2m | 1,727 | Held |
| QualcommQCOM | 0.6% | $2m | 9,726 | Held |
| Lowe's CompaniesLOW | 0.5% | $2m | 8,020 | Held |
| Schwab Strategic TRSCHM | 0.5% | $2m | 47,816 | Held |
| Spdr Series TrustXBI | 0.5% | $2m | 10,933 | -2% |
| Fifth Third BancorpFITB | 0.5% | $2m | 30,205 | Held |
| Digital Realty TrustDLR | 0.5% | $2m | 9,399 | Held |
| Ishares TREFA | 0.5% | $2m | 15,769 | Held |
| Powell IndustriesPOWL | 0.5% | $2m | 5,720 | New |
| NextpowerNXT | 0.5% | $2m | 13,490 | Held |
| Intuitive SurgicalISRG | 0.5% | $2m | 4,014 | -3% |
| National Fuel GasNFG | 0.5% | $1m | 19,292 | +5% |
| NasdaqNDAQ | 0.4% | $1m | 18,310 | Held |
| ChevronCVX | 0.4% | $1m | 8,632 | Held |
| BlackRockBLK | 0.4% | $1m | 1,481 | Held |
| Rocket LabRKLB | 0.4% | $1m | 13,850 | +138400% |
| Vanguard Intl Equity Index FVWO | 0.4% | $1m | 23,138 | +4% |
| Meta PlatformsMETA | 0.4% | $1m | 2,393 | Held |
| SnowflakeSNOW | 0.4% | $1m | 5,167 | Held |
| VistraVST | 0.4% | $1m | 8,263 | Held |
| Insight EnterprisesNSIT | 0.4% | $1m | 10,415 | Held |
| Vanguard Scottsdale FDSVTWO | 0.4% | $1m | 9,862 | +11% |
| BWX TechnologiesBWXT | 0.4% | $1m | 6,031 | New |
| CamecoCCJ | 0.4% | $1m | 11,518 | Held |
| Global X FDSARGT | 0.4% | $1m | 12,565 | Held |
| NextEra EnergyNEE | 0.3% | $1m | 12,714 | Held |
| Rio TintoRIO | 0.3% | $1m | 11,680 | Held |
| IsharesEWW | 0.3% | $1m | 14,360 | -16% |
| MercadoLibreMELI | 0.3% | $1m | 635 | Held |
| Goldman Sachs GroupGS | 0.3% | $1m | 1,063 | -5% |
| Thermo Fisher ScientificTMO | 0.3% | $1m | 2,115 | Held |
| CareTrust REITCTRE | 0.3% | $1m | 26,102 | Held |
| Vanguard Index FDSVOO | 0.3% | $994,501 | 1,448 | Held |
| DanaherDHR | 0.3% | $973,544 | 5,111 | -2% |
| Schwab Strategic TRSCHF | 0.3% | $958,088 | 34,588 | Held |
| AlphabetGOOGL | 0.3% | $947,746 | 2,652 | -5% |
| Nu HoldingsNU | 0.3% | $940,611 | 70,405 | Held |
| Ishares TRIWP | 0.3% | $924,872 | 6,317 | Held |
| Ishares TRIJH | 0.3% | $909,127 | 11,790 | +4% |
| T-Mobile USTMUS | 0.3% | $870,351 | 5,189 | -21% |
| Union PacificUNP | 0.3% | $862,240 | 3,170 | +7% |
Showing the largest 100 of 322.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 53.7% since 30 June 2025.
Where the money is
Technology32.3%
Industrials21.9%
Financial services8.9%
Retail & consumer4.8%
Health care3.7%
Everyday goods2.7%
Media & telecom2.2%
Energy2.0%
Materials2.0%
Utilities1.9%
Real estate1.4%
Other16.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.