Legacy Bridge, LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing the firm's equity holdings as of September 30, 2026. The filing lists 328 distinct positions held by the firm, managed by Director of Administration Carolyn Zuendel.
The portfolio is diversified across a wide range of sectors, including technology, healthcare, finance, and energy. Major holdings include significant positions in Apple Inc., Amazon.com Inc., and Microsoft Corporation, alongside substantial stakes in financial institutions such as JPMorgan Chase & Co. and Bank of New York Mellon Corp.
The filing also reveals exposure to exchange-traded funds (ETFs), with positions in the iShares Core S&P 500 ETF, the iShares Core MSCI Emerging Markets ETF, and various other index funds tracking global and regional markets. Additionally, the portfolio includes physical commodities such as gold and Ethereum, held through specific ETFs.
- Top Holdings: Apple Inc., Amazon.com Inc., Microsoft Corporation, JPMorgan Chase & Co., Berkshire Hathaway Inc.
- ETF Exposure: iShares Core S&P 500 ETF, iShares Core MSCI Emerging Markets ETF, iShares Gold Trust.
- Other Notable Positions: Eli Lilly & Co., Visa Inc., Chevron Corporation, NVIDIA Corporation, Eli Lilly & Co.
The report confirms that the firm holds these positions in a sole capacity.
