Legacy Pcg, Llc Portfolio Stock Holdings
Legacy Pcg, Llc disclosed 24 stock positions valued at approximately $18.4 million in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 24
- Portfolio Value
- $18.4M
Holdings by Sector
Legacy Pcg, Llc Portfolio Holdings in Q1 2026
24 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 27.49% | 8,444 | -50,892 | -85.77% | $5,045,712 |
| VANGUARD BD INDEX FDS | BND | Other | 10.45% | 26,034 | -146,854 | -84.94% | $1,917,118 |
| ISHARES TR | AGG | Other | 7.65% | 14,152 | -81,432 | -85.19% | $1,404,869 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 7.13% | 15,879 | -78,512 | -83.18% | $1,308,889 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 5.70% | 10,713 | -70,350 | -86.78% | $1,046,957 |
| SELECT SECTOR SPDR TR | XLE | Other | 4.18% | 12,529 | -30,819 | -71.10% | $767,548 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.50% | 11,883 | -97,668 | -89.15% | $642,295 |
| APPLE INC | AAPL | Technology | 3.01% | 2,174 | -17,263 | -88.82% | $551,844 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 2.91% | 8,132 | -27,514 | -77.19% | $534,191 |
| ISHARES TR | IEF | Other | 2.66% | 5,110 | -60,255 | -92.18% | $487,698 |
| ISHARES TR | TIP | Other | 2.57% | 4,268 | -19,887 | -82.33% | $470,989 |
| SIMPLIFY EXCHANGE TRADED FUN | TUA | Other | 2.53% | 22,004 | +22,004 | +100.00% | $464,284 |
| GLOBAL X FDS | MLPX | Other | 2.40% | 5,968 | -15,060 | -71.62% | $441,290 |
| ISHARES INC | IEMG | Other | 2.19% | 5,765 | -22,710 | -79.75% | $402,109 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.05% | 579 | -8,990 | -93.95% | $376,742 |
| ISHARES INC | EUSA | Other | 1.95% | 3,511 | -22,127 | -86.31% | $357,314 |
| BLACKSTONE SECD LENDING FD | BXSL | Financial Services | 1.87% | 14,520 | -95,670 | -86.82% | $343,979 |
| VANGUARD INDEX FDS | VO | Other | 1.83% | 1,172 | -8,646 | -88.06% | $336,575 |
| ISHARES INC | EWC | Other | 1.41% | 4,722 | -30,462 | -86.58% | $258,707 |
| PIMCO ETF TR | LTPZ | Other | 1.39% | 5,005 | -19,332 | -79.43% | $255,405 |
| INVESCO QQQ TR | QQQ | Other | 1.34% | 426 | -1,253 | -74.63% | $245,879 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.33% | 4,092 | -13,485 | -76.72% | $243,679 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.28% | 2,987 | -1,115 | -27.18% | $234,211 |
| NVIDIA CORPORATION | NVDA | Technology | 1.17% | 1,230 | -9,991 | -89.04% | $214,512 |