Fund HoldingsLegacy Bridge, LLC

Total Portfolio Value
$246.39M
Total Bought
$24.53M
Total Sold
$8.98M
Net Transaction
+$15.55M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
MICRON TECHNOLOGY INC(MU)8225,367+4,5451381,5320.62%+1,394
SPDR SERIES TRUST
ST STR SP BIOT
011,299+11,29901,3780.56%+1,378
ELI LILLY & CO(LLY)03,862+3,86204,1501.68%+4,150
ADVANCED MICRO DEVICES INC(AMD)1,3087,108+5,8002121,5220.62%+1,311
ISHARES TR
CORE MSCI TOTAL
017,319+17,31901,4660.59%+1,466
CELESTICA INC(CLS)18,57518,487-884,5775,4652.22%+888
ALPHABET INC(GOOG)9,56610,083+5172,3303,1641.28%+834
CATERPILLAR INC(CAT)7,2027,365+1633,4364,2191.71%+783
ISHARES INC
CORE MSCI EMKT
23,03330,418+7,3851,5182,0450.83%+526
INTUITIVE SURGICAL INC04,112+4,11202,3290.95%+2,329
NVIDIA CORPORATION(NVDA)61,64264,458+2,81611,50112,0214.88%+520
WEST BANCORPORATION INC254,401254,40105,1695,6452.29%+476
APPLE INC(AAPL)8,0829,253+1,1712,0582,5161.02%+458
GE VERNOVA INC(GEV)11,47811,495+177,0587,5133.05%+455
WALMART INC(WMT)35,96336,986+1,0233,7064,1211.67%+414
AMAZON COM INC(AMZN)17,38418,228+8443,8174,2071.71%+390
FREEPORT-MCMORAN INC(FCX)030,027+30,02701,5250.62%+1,525
PARKER-HANNIFIN CORP(PH)3,1713,147-242,4042,7661.12%+362
ALPHABET INC(GOOG)2,2802,812+5325548800.36%+326
TAIWAN SEMICONDUCTOR MFG LTD(TSM)11,03011,200+1703,0813,4041.38%+323
ASML HOLDING N V
N Y REGISTRY SHS
2,0162,061+451,9522,2050.89%+253
JPMORGAN CHASE & CO.(JPM)9,1439,657+5142,8843,1121.26%+228
JOHNSON CTLS INTL PLC
SHS
23,24223,159-832,5552,7731.13%+218
VERTIV HOLDINGS CO(VRT)019,049+19,04903,0861.25%+3,086
BANK NEW YORK MELLON CORP16,83817,596+7581,8352,0430.83%+208
THERMO FISHER SCIENTIFIC INC(TMO)2,1522,15201,0441,2470.51%+203
NEXTPOWER INC13,27013,470+2009821,1730.48%+192
NASDAQ INC(NDAQ)018,275+18,27501,7750.72%+1,775
RIO TINTO PLC(RIO)11,68011,68007719350.38%+164
MORGAN STANLEY(MS)8,9188,867-511,4181,5740.64%+157
DANAHER CORPORATION(DHR)05,161+5,16101,1810.48%+1,181
FIFTH THIRD BANCORP(FITB)26,94228,645+1,7031,2001,3410.54%+141
EXXON MOBIL CORP13,63213,835+2031,5371,6650.68%+128
BERKSHIRE HATHAWAY INC DEL7,6497,902+2533,8453,9721.61%+126
GOLDMAN SACHS GROUP INC(GS)1,0981,119+218749840.40%+109
META PLATFORMS INC(META)1,9142,281+3671,4061,5060.61%+100
CAMECO CORP(CCJ)11,40811,508+1009571,0530.43%+96
GE HEALTHCARE TECHNOLOGIES I(GEHC)015,083+15,08301,2370.50%+1,237
SCHWAB STRATEGIC TR29,37632,096+2,7206847720.31%+88
TOYOTA MOTOR CORP(TM)3,5983,59806887700.31%+83
QUANTA SVCS INC3,4983,630+1321,4501,5320.62%+82
SELECT SECTOR SPDR TR
ST STR FINL ETF
01,485+1,4850810.03%+81
TESLA INC(TSLA)0270+27001210.05%+121
TJX COS INC NEW(TJX)5,4235,598+1757848600.35%+76
WELLS FARGO CO NEW(WFC)06,417+6,41705980.24%+598
VANGUARD TAX-MANAGED FDS33,81133,629-1822,0262,1010.85%+75
NEXTERA ENERGY INC(NEE)12,12512,224+999159810.40%+66
ISHARES INC
MSCI JAPAN ETF
0700+7000570.02%+57
CITIGROUP INC(C)0481+4810560.02%+56
ISHARES TR7,2327,332+1002,3152,3680.96%+54
QUALCOMM INC(QCOM)9,7409,781+411,6201,6730.68%+53
IREN LIMITED
ORDINARY SHARES
01,350+1,3500510.02%+51
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
7,5527,932+3807397890.32%+51
VANGUARD STAR FDS25,35925,364+51,8631,9130.78%+51
CARETRUST REIT INC(CTRE)25,92726,122+1958999450.38%+45
NU HLDGS LTD(NU)68,65568,355-3001,0991,1440.46%+45
AMERICAN EXPRESS CO(AXP)0695+69502570.10%+257
VISA INC(V)0126+1260440.02%+44
GE AEROSPACE(GE)0139+1390430.02%+43
ISHARES TR15,63415,63401,4601,5010.61%+42
APPLIED MATLS INC0165+1650420.02%+42
SELECT SECTOR SPDR TR
ST STR INDL ETF
0250+2500390.02%+39
ISHARES TR10,78110,950+1691,5061,5440.63%+39
MASTERCARD INCORPORATED(MA)0610+61003480.14%+348
BIOGEN INC(BIIB)0910+91001600.06%+160
ISHARES TR10,26310,693+4306707060.29%+36
PHILIP MORRIS INTL INC(PM)0218+2180350.01%+35
ABBVIE INC(ABBV)0156+1560360.01%+36
ETFS GOLD TR(SGOL)8,1178,11702993330.14%+35
ISHARES TR
MSCI INDIA ETF
014,889+14,88908050.33%+805
KNIGHT-SWIFT TRANSN HLDGS IN(KNX)02,165+2,16501130.05%+113
UNITED PARCEL SERVICE INC(UPS)01,359+1,35901350.05%+135
SALESFORCE INC(CRM)0103+1030270.01%+27
CAPITAL ONE FINL CORP(COF)0345+3450840.03%+84
BOOKING HOLDINGS INC(BKNG)05+50270.01%+27
INTEL CORP(INTC)0696+6960260.01%+26
ISHARES TR9,4309,335-951,6671,6920.69%+24
SELECT SECTOR SPDR TR
ST STR MATER ETF
0510+5100230.01%+23
CISCO SYS INC(CSCO)0300+3000230.01%+23
INTERNATIONAL BUSINESS MACHS(IBM)075+750220.01%+22
LAM RESEARCH CORP(LRCX)0128+1280220.01%+22
ISHARES TR8,9798,914-652,1732,1940.89%+22
AT&T INC(T)0872+8720220.01%+22
RTX CORPORATION(RTX)0123+1230230.01%+23
SCHWAB STRATEGIC TR47,84647,84601,4181,4390.58%+21
SELECT SECTOR SPDR TR
ST STR CARE ETF
0132+1320200.01%+20
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
014,197+14,19708130.33%+813
CAMBRIA ETF TR08,411+8,41102650.11%+265
BANK AMERICA CORP0511+5110280.01%+28
VANGUARD INDEX FDS1,2641,26407747930.32%+19
CVS HEALTH CORP(CVS)01,918+1,91801520.06%+152
WILLIAMS COS INC(WMB)0297+2970180.01%+18
ISHARES GOLD TR(IAU)02,079+2,07901690.07%+169
AUTOMATIC DATA PROCESSING IN067+670170.01%+17
APA CORPORATION(APA)0699+6990170.01%+17
LINDE PLC(LIN)040+400170.01%+17
EQT CORP(EQT)0453+4530240.01%+24
MERCADOLIBRE INC(MELI)037+370750.03%+75
BRISTOL-MYERS SQUIBB CO(BMY)0295+2950160.01%+16
KLA CORP(KLAC)013+130160.01%+16
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