Home › Legacy PCG, LLC

Legacy PCG, LLC 13F holdings

Filed 2026-08-12 · Legacy PCG, LLC · 28 positions · $20.7M

View QoQ Changes Export CSV

TickerCompanySharesValue% of portfolio
VOOVANGUARD INDEX FDS8.2K$5.8M28.0%
BNDVANGUARD BD INDEX FDS28.6K$2.1M10.0%
VGKVANGUARD INTL EQUITY INDEX F15.4K$1.4M6.9%
AGGISHARES TR14.1K$1.4M6.6%
VPLVANGUARD INTL EQUITY INDEX F10.4K$1.2M5.7%
XLESELECT SECTOR SPDR TR12.4K$743,3173.6%
TIPISHARES TR6.5K$698,3213.4%
VWOVANGUARD INTL EQUITY INDEX F11.0K$663,9983.2%
AAPLAPPLE INC1.5K$469,9912.3%
SPYSTATE STR SPDR S&P 500 ETF T605$467,6212.3%
TUASIMPLIFY EXCHANGE TRADED FUN22.0K$447,1212.2%
ACWIISHARES INC5.5K$440,2852.1%
MLPXGLOBAL X FDS5.9K$435,2562.1%
IEFISHARES TR4.6K$424,4702.1%
EUSAISHARES INC3.5K$414,2982.0%
VWOBVANGUARD WHITEHALL FDS6.2K$407,9632.0%
VOVANGUARD INDEX FDS4.5K$370,6301.8%
CRWDCROWDSTRIKE HLDGS INC1.6K$364,7591.8%
—NVIDIA CORPORATION1.5K$326,3251.6%
QQQINVESCO QQQ TR416$299,8821.4%
EWCISHARES INC4.5K$279,5731.4%
NVDANVIDIA CORPORATION1.2K$267,5871.3%
AMZNAMAZON COM INC909$252,8191.2%
VGITVANGUARD SCOTTSDALE FDS4.1K$238,4001.2%
BSVVANGUARD BD INDEX FDS3.0K$231,3731.1%
LTPZPIMCO ETF TR4.5K$212,9451.0%
—BROADCOM INC500$211,2001.0%
SPHQINVESCO EXCHANGE TRADED FD T2.4K$209,5001.0%
Top Fund Holdings
13F
Top Fund Holdings

What did the whales just file?

Funds
Funds
{{ r.name }}CIK {{ r.cik }}
→
Stocks
Stocks
{{ sm.ticker }} — {{ sm.name }}See who holds it
→
No 13F filers or stocks match “{{ searchQuery }}”. Try a ticker like AAPL or a manager name like Buffett.
{{ searchError }} Refresh and try again, or search a shorter name.

13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.

Most widely searched
Person / Company
Value
{{ f.person }}{{ f.name }}
{{ f.value }}
Most widely held
Ticker
Company
Funds
{{ s.ticker }}
{{ s.name }}
{{ s.holders }}
› {{ activeFund.name }}

{{ activeFund.name }}

Filed {{ activeFund.filedDate }} · {{ activeFund.quarter }}
Portfolio Value{{ activeFund.value }}
Positions{{ activeFund.positions }}
{{ activeFund.errorMsg }}
{{ activeFund.holdingsNoteText }}
{{ activeFund.holdingsViewNote }}

Holdings

Ticker
Company
{{ sortSharesLabel }}
{{ sortShareChgLabel }}
{{ sortValueLabel }}
{{ sortPctLabel }}
{{ sortPriorLabel }}
{{ sortFirstLabel }}
{{ sortPaidLabel }}
{{ sortNowLabel }}
{{ sortEstLabel }}
{{ h.ticker }}
{{ h.company }}
{{ h.shares }}
{{ h.shareChg }}
{{ h.value }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.firstHeld }}
{{ h.estPaid }}
{{ h.priceNow }}
{{ h.estReturn }}
› {{ stockPageQuery }}

Who holds {{ stockPageQuery }}

{{ stockPageSubtitle }}
{{ quote.ticker }} {{ quote.price }} {{ quote.change }} ({{ quote.changePct }}) {{ quote.asOf }} · {{ quote.marketStatus }} · Chart
{{ stockSharesNote }}
{{ stockPageProgressText }}
{{ stockPageError }} Try again in a moment, or search the fund that holds it.

Holders

Fund
{{ sortHoldersSharesLabel }}
{{ sortHoldersValueLabel }}
{{ sortHoldersPctLabel }}
{{ sortHoldersOwnLabel }}
{{ sr.fundName }}
{{ sr.shares }}
{{ sr.value }}
{{ sr.pct }}
{{ sr.ownership }}
No filers found reporting a position in {{ stockPageQuery }}. Try the CUSIP or a different share class.
› › QoQ

{{ activeFund.name }} — Quarter-over-Quarter
{{ g.label }}
Ticker
Company
Shares
Value
{{ compareFromPctLabel }}
{{ compareToPctLabel }}
Change
{{ h.ticker }}
{{ h.company }}
{{ h.detail1 }}
{{ h.detail2 }}
{{ h.pct }}
{{ h.priorPct }}
{{ h.change }}
13F data from SEC EDGAR. Quotes are delayed and not for trading. Not investment advice.
Loading {{ quote.name }}