Q3 2026 13F · SEC CIK 1689144

Legacy Bridge, LLC

Wealth managerFiled 2026-10-28 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $309.6M
Reported positions: 328
Top holdings a year, 3 yrs: +29.7%
Assets under management: $425.8M

Legacy Bridge, LLC is a wealth manager that reported 328 positions worth $309.6M in its Q3 2026 13F, filed 2026-10-28. Its largest holdings were Nvidia Corporation (NVDA, 4.4%), Palantir Technologies Inc (PLTR, 3.6%), Ge Vernova Inc (GEV, 3.4%). A portfolio copying its top holdings returned 29.7% a year over the last 3 years, against 22.3% for the S&P 500.

Legacy Bridge, LLC holdings largest 50 of 328 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy Bridge, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	4.4%	3.6%	59,739	+1.3%	$13.6M
PLTRPalantir Technologies Inc	3.6%	2.2%	60,275	-0.3%	$11.3M
GEVGe Vernova Inc	3.4%	4.1%	11,202	-0.8%	$10.6M
STRLSterling Infrastructure Inc	2.6%	3.8%	16,134	+9.8%	$7.9M
ANETArista Networks Inc	2.5%	2.1%	38,477	-2.8%	$7.8M
AVGOBroadcom Inc	2.3%	2.4%	20,562	+0.7%	$7.2M
MUMicron Technology Inc	2.2%	2.3%	6,397	-0.6%	$6.8M
CATCaterpillar Inc	2.0%	2.5%	7,559	-1.6%	$6.1M
WTBAWest Bancorporation INC	2.0%	1.8%	212,579	-5.8%	$6.1M
CLSCelestica Inc	1.9%	2.0%	16,510	-6.6%	$6.0M
AMDAdvanced Micro Devices Inc	1.8%	1.6%	9,006	-1.7%	$5.5M
TSMTaiwan Semiconductor Manufac	1.7%	1.7%	11,682	-0.1%	$5.3M
VRTVertiv Holdings Co	1.6%	2.1%	20,173	+0.5%	$4.9M
MSFTMicrosoft Corp	1.5%	1.1%	9,239	+1.3%	$4.7M
NBISNebius Group N.v.	1.5%	1.6%	19,442	+0.6%	$4.6M
HPEHewlett Packard Enterprise C	1.4%	1.0%	69,885	+0.8%	$4.5M
AMZNAmazon Com Inc	1.4%	1.4%	17,837	-6.1%	$4.4M
ETNEaton Corp PLC	1.4%	1.3%	10,248	+0.7%	$4.4M
LLYEli Lilly & Co	1.4%	1.5%	3,754	-5.6%	$4.3M
WMTWalmart Inc	1.3%	1.4%	38,491	-0.6%	$4.0M
ASMLAsml Hldg NV	1.2%	1.3%	2,124	-0.1%	$3.8M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.2%	7,552	-0.1%	$3.8M
PANWPalo Alto Networks Inc	1.2%	1.2%	9,386	-16.5%	$3.7M
VLOValero Energy Corp	1.2%	0.7%	9,357	+0.6%	$3.6M
IVVIshares Tr	1.1%	1.0%	4,393	+0.0%	$3.4M
GOOGAlphabet Inc	1.1%	1.2%	9,695	-9.4%	$3.3M
JPMJpmorgan Chase & Co	1.0%	1.0%	9,610	-1.1%	$3.2M
CRDOCredo Technology Group Holdi	0.9%	1.3%	15,050	+0.1%	$2.9M
PHParker-Hannifin Corp	0.9%	1.0%	3,063	-4.5%	$2.9M
AAPLApple Inc	0.9%	0.8%	8,626	-7.8%	$2.9M
BNYBank of Ny Mellon Corp	0.9%	0.8%	19,645	+3.9%	$2.8M
IEMGIshares Inc	0.9%	0.9%	34,126	-0.9%	$2.8M
STXSeagate Technology Hldngs Pl	0.9%	0.9%	2,952	+0.0%	$2.7M
WDCWestern Digital Corp Com	0.9%	1.2%	5,961	+0.6%	$2.7M
IWOIshares Tr	0.9%	0.9%	7,588	-2.2%	$2.7M
PWRQuanta Svcs Inc	0.8%	0.9%	3,940	+1.2%	$2.5M
TERTeradyne Inc	0.8%	0.9%	6,310	+0.2%	$2.5M
VEAVanguard Ftse Developed Markets Index Fu	0.8%	0.8%	35,734	-1.3%	$2.5M
IWMIshares Tr	0.8%	0.8%	9,066	-0.1%	$2.5M
COSTCostco Wholesale Corporation	0.8%	0.8%	2,722	-1.1%	$2.5M
DEDeere & Co	0.8%	0.8%	3,518	-13.0%	$2.4M
XOMExxonmobil Holdings Corp	0.7%	—	14,237	—	$2.3M
PREFPrincipal Exchange Traded Fd	0.7%	0.7%	121,890	-0.8%	$2.2M
FCXFreeport Mcmoran Inc	0.7%	—	31,062	—	$2.2M
VXUSVanguard Star Fds	0.7%	0.7%	25,484	-0.2%	$2.2M
IXUSIshares Tr	0.7%	0.6%	21,933	+0.0%	$2.1M
IWRIshares Tr	0.7%	0.6%	18,854	+0.0%	$2.0M
IWNIshares Tr	0.6%	0.6%	9,285	+0.0%	$1.9M
SNOWSnowflake Inc	0.6%	—	5,667	—	$1.9M
WSMWilliams Sonoma Inc	0.6%	0.7%	8,331	-18.9%	$1.9M

What Legacy Bridge, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +5.4% /yr; S&P 500 +11.7%
3 years: +29.7% /yr; S&P 500 +22.3%
5 years: +11.3% /yr; S&P 500 +10.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$309.6M	328
Q2 2026	$323.8M	322
Q1 2026	$262.2M	320
Q4 2025	$246.4M	464
Q3 2025	$240.3M	312
Q2 2025	$210.7M	303
Q1 2025	$179.2M	319
Q4 2024	$191.8M	298
Q3 2024	$185.7M	293
Q2 2024	$169.6M	286
Q1 2024	$170.9M	317
Q4 2023	$154.3M	292

Questions about Legacy Bridge, LLC's portfolio

What stocks does Legacy Bridge, LLC own?

Legacy Bridge, LLC's latest 13F, for Q3 2026 and filed Oct 28, 2026, lists 328 positions worth $309.6M. The largest are Nvidia Corporation (NVDA) at 4.4%, Palantir Technologies Inc (PLTR) at 3.6%, Ge Vernova Inc (GEV) at 3.4%, Sterling Infrastructure Inc (STRL) at 2.6% and Arista Networks Inc (ANET) at 2.5%.

What did Legacy Bridge, LLC buy last quarter?

In Q3 2026, Legacy Bridge, LLC added Sterling Infrastructure Inc (STRL) (+9.8% shares), compared with its Q2 2026 filing.

What did Legacy Bridge, LLC sell last quarter?

In Q3 2026, Legacy Bridge, LLC cut from its top 50 Johnson Controls Internation (JCI), cut from its top 50 Oklo Inc (OKLO), cut from its top 50 Home Depot Inc (HD), Williams Sonoma Inc (WSM) (-18.9% shares), Palo Alto Networks Inc (PANW) (-16.5% shares) and Deere & Co (DE) (-13.0% shares), compared with its Q2 2026 filing.

How has Legacy Bridge, LLC's portfolio performed?

A portfolio copying Legacy Bridge, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +29.7% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +5.4% against +11.7%. Over 5 years: +11.3% a year against +10.6%.

When is Legacy Bridge, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy Bridge, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Legacy Bridge, LLC manage?

Legacy Bridge, LLC reported $425.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $309.6M.