Legacy Bridge, LLC
Family Office
Legacy Bridge, LLC is a Family Office based in West Des Moines, IA led by Michael Thomas Zuendel, reporting $325.9M in AUM as of Q3 2025 with NVDA as the largest holding (5% allocation).
CEOMichael Thomas Zuendel
- Portfolio Value
- $240.3M
- Positions
- 312
- Top Holding
- NVDA at 4.79%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Legacy Bridge, LLC's portfolio (28.7% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Semiconductors Technology | $11.5M | 4.79% | +$92.9K Bought | 0.00% 61.6K shares | |
Software - Infrastructure Technology | $10.7M | 4.45% | +$186.4K Bought | 0.00% 58.6K shares | |
Semiconductors Technology | $9.8M | 4.07% | -$84.1K Sold | 0.00% 29.7K shares | |
Renewable Utilities Utilities | $7.1M | 2.94% | +$44.9K Bought | 0.00% 11.5K shares | |
Engineering & Construction Industrials | $6.2M | 2.58% | — | 0.06% 18.3K shares | |
Computer Hardware Technology | $5.6M | 2.32% | — | 0.00% 38.3K shares | |
Banks - Regional Financial Services | $5.2M | 2.15% | -$103.6K Sold | 1.50% 254.4K shares | |
Hardware, Equipment & Parts Technology | $4.6M | 1.90% | -$39.4K Sold | 0.02% 18.6K shares | |
Software - Infrastructure Technology | $4.3M | 1.77% | +$162.1K Bought | 0.00% 8.2K shares | |
Regulated Electric Utilities | $4.2M | 1.77% | +$58.3K Bought | 0.03% 38.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Legacy Bridge, LLC's latest filing
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Analytics
Portfolio insights and performance metrics for Legacy Bridge, LLC
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