Legacy Bridge, LLC

Q1 2026 13F-HR Holdings

Location
West Des Moines, IA
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
320
Total value ($000)
$262,210
Net value change ($000)
+15,824 (6.4%)
New positions
18
Sold out positions
162
Turnover %
3.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GEV 2,656 35.4%
IVV 2,528 739.2%
STRL 2,181 38.6%
VRT 1,909 61.9%
WDC 1,566 NEW
C 1,452 2592.9%
CRDO 1,402 NEW
EWW 1,279 NEW
CAT 1,214 28.8%
ARGT 1,193 NEW
Top Reduces (Value $000, Stocks/ETFs)
PLTR -1,601 -15.3%
MSFT -874 -20.6%
INDA -805 -100.0%
OKLO -726 -26.5%
NVDA -644 -5.4%
LEU -569 -22.4%
AVGO -527 -7.0%
AXON -504 -24.3%
LLY -493 -11.9%
BSX -461 -34.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type