Legacy Pcg, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Legacy Pcg, Llc disclosed 26 stock positions valued at approximately $20.16M as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD INTL EQUITY INDEX F.
- Report Period
- June 30, 2026
- No. of Stocks
- 26
- Portfolio Value
- $20.16M
Holdings by Sector
Legacy Pcg, Llc Portfolio Holdings in Q2 2026
26 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VOO | Other | 28.75% | 8,158 | -286 | -3.39% | $5,797,483 |
| VANGUARD BD INDEX FDS | BND | Other | 10.22% | 28,572 | +2,538 | +9.75% | $2,061,439 |
| VANGUARD INTL EQUITY INDEX F | VGK | Other | 7.05% | 15,405 | -474 | -2.99% | $1,421,259 |
| ISHARES TR | AGG | Other | 6.81% | 14,127 | -25 | -0.18% | $1,373,709 |
| VANGUARD INTL EQUITY INDEX F | VPL | Other | 5.81% | 10,402 | -311 | -2.90% | $1,170,925 |
| SELECT SECTOR SPDR TR | XLE | Other | 3.69% | 12,352 | -177 | -1.41% | $743,317 |
| ISHARES TR | TIP | Other | 3.46% | 6,535 | +2,267 | +53.12% | $698,321 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.29% | 11,006 | -877 | -7.38% | $663,998 |
| APPLE INC | AAPL | Technology | 2.33% | 1,525 | -649 | -29.85% | $469,991 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 2.32% | 605 | +26 | +4.49% | $467,621 |
| SIMPLIFY EXCHANGE TRADED FUN | TUA | Other | 2.22% | 22,004 | - | - | $447,121 |
| ISHARES INC | IEMG | Other | 2.18% | 5,534 | -231 | -4.01% | $440,285 |
| GLOBAL X FDS | MLPX | Other | 2.16% | 5,916 | -52 | -0.87% | $435,256 |
| ISHARES TR | IEF | Other | 2.10% | 4,576 | -534 | -10.45% | $424,470 |
| ISHARES INC | EUSA | Other | 2.05% | 3,511 | - | - | $414,298 |
| VANGUARD WHITEHALL FDS | VWOB | Other | 2.02% | 6,185 | -1,947 | -23.94% | $407,963 |
| VANGUARD INDEX FDS | VO | Other | 1.84% | 4,480 | +3,308 | +282.25% | $370,630 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 1.81% | 1,620 | -1,947 | -54.58% | $364,759 |
| INVESCO QQQ TR | QQQ | Other | 1.49% | 416 | -10 | -2.35% | $299,882 |
| ISHARES INC | EWC | Other | 1.39% | 4,546 | -176 | -3.73% | $279,573 |
| NVIDIA CORPORATION | NVDA | Technology | 1.33% | 1,230 | - | - | $267,587 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.25% | 909 | -11,470 | -92.66% | $252,819 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 1.18% | 4,092 | - | - | $238,400 |
| VANGUARD BD INDEX FDS | BSV | Other | 1.15% | 2,987 | - | - | $231,373 |
| PIMCO ETF TR | LTPZ | Other | 1.06% | 4,468 | -537 | -10.73% | $212,945 |
| INVESCO EXCHANGE TRADED FD T | SPHQ | Other | 1.04% | 2,436 | +2,436 | +100.00% | $209,500 |