LEGACY BRIDGE LLC
Q3 2026 Form 13-F
WEST DES MOINES, IOWA
CIK 0001689144
· CRD 282261
· SEC-registered investment adviser
$309.6M Reported Value Total
LEGACY BRIDGE PRIVATE FAMILY OFFICES reports 117 total accounts under management (AUM). There are 117 discretionary accounts valued at $425,754,729, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-03-18
Reported value
$309.6M
Quarter over quarter
-3.0%
Holdings
328
Top-10 concentration
27.0%
Key People
Form ADV owners & control persons
Suzanne Mario Hammer
CCO
Timothy L Kadlec
CHIEF INVESTMENT OFFICER
Michael Thomas Zuendel
CEO
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Q3 2026 13F record
Q3 2026 13F filing summary
| Period of report | September 30, 2026 |
|---|---|
| Filed | October 28, 2026 |
| Form | 13F-HR |
| Reported value | $309.6M |
| Positions | 328 |
| Change in reported value | -4.4% |
| New positions | 13 |
| Exited positions | 7 |
| Position turnover | 6.0% |
| Top-10 concentration | 27.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 28, 2026
|
328 | $309.6M |
|
Q2 2026 13F
Filed Aug 13, 2026
|
322 | $323.8M |
|
Q1 2026 13F
Filed May 14, 2026
|
320 | $262.2M |
|
Q4 2025 13F
Filed Jan 23, 2026
|
464 | $246.4M |
|
Q3 2025 13F
Filed Nov 12, 2025
|
312 | $240.3M |
|
Q2 2025 13F
Filed Aug 6, 2025
|
303 | $210.7M |
|
Q1 2025 13F
Filed May 8, 2025
|
319 | $179.2M |
|
Q4 2024 13F
Filed Jan 22, 2025
|
298 | $191.8M |
|
Q3 2024 13F
Filed Nov 7, 2024
|
293 | $185.7M |
|
Q2 2024 13F
Filed Aug 6, 2024
|
286 | $169.6M |
|
Q1 2024 13F
Filed Apr 25, 2024
|
317 | $170.9M |
|
Q4 2023 13F
Filed Jan 17, 2024
|
292 | $154.3M |
|
Q3 2023 13F
Filed Oct 11, 2023
|
288 | $140.3M |
|
Q2 2023 13F
Filed Jul 11, 2023
|
292 | $149.8M |
|
Q1 2023 13F
Filed Apr 24, 2023
|
294 | $143.3M |
|
Q4 2022 13F
Filed Jan 11, 2023
|
303 | $140.7M |
|
Q3 2022 13F
Filed Nov 2, 2022
|
283 | $125.4M |
|
Q2 2022 13F
Filed Jul 21, 2022
|
289 | $135.5M |
|
Q1 2022 13F
Filed Apr 28, 2022
|
302 | $171.2M |
|
Q4 2021 13F
Filed Jan 18, 2022
|
308 | $192.0M |
12 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | $13.6M | 4.41% |
| 2 | PLTR PALANTIR TECHNOLOGIES INC | $11.3M | 3.64% |
| 3 | GEV GE VERNOVA INC | $10.6M | 3.44% |
| 4 | STRL STERLING INFRASTRUCTURE INC | $7.9M | 2.56% |
| 5 | ANET ARISTA NETWORKS INC | $7.8M | 2.53% |
| 6 | AVGO BROADCOM INC | $7.2M | 2.33% |
| 7 | MU MICRON TECHNOLOGY INC | $6.8M | 2.2% |
| 8 | CAT CATERPILLAR INC | $6.1M | 1.98% |
| 9 | WTBA WEST BANCORPORATION INC | $6.1M | 1.96% |
| 10 | CLS CELESTICA INC | $6.0M | 1.93% |
| 11 | AMD ADVANCED MICRO DEVICES INC | $5.5M | 1.78% |
| 12 | TSM TAIWAN SEMICONDUCTOR MANUFAC | $5.3M | 1.72% |
| 13 | VRT VERTIV HOLDINGS CO | $4.9M | 1.57% |
| 14 | MSFT MICROSOFT CORP | $4.7M | 1.53% |
| 15 | NBIS NEBIUS GROUP N.V. | $4.6M | 1.48% |
| 16 | HPE HEWLETT PACKARD ENTERPRISE C | $4.5M | 1.44% |
| 17 | AMZN AMAZON COM INC | $4.4M | 1.44% |
| 18 | ETN EATON CORP PLC | $4.4M | 1.42% |
| 19 | LLY ELI LILLY & CO | $4.3M | 1.4% |
| 20 | WMT WALMART INC | $4.0M | 1.29% |
Values as reported on the Q3 2026 Form 13F. Every position is in the holdings table below.