13FBOX
Legacy PCG, LLC · 13F Holdings
Options Calculator Rankings

Legacy PCG, LLC

No.9761 Data as of 2026Q2
Latest AUM (Q2 2026)
$21.6M
QoQ Change Q1 2026
+$3.0M+15.9%
Holdings
28
New Buys
4
Adds
4
Reduces
14
Exits
1
Unchanged
6
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
VVANGUARD INDEX FDSVOO
26.87%27.11%$5.8M8,158$5.0M8,444-286-3.39%Reduce
VVANGUARD TOTALBND
9.56%10.3%$2.1M28,572$1.9M26,034+2,538+9.75%Add
VVANGUARD INTL EQUITY INDEX FVGK
6.59%7.03%$1.4M15,405$1.3M15,879-474-2.99%Reduce
IISHARES TRAGG
6.37%7.55%$1.4M14,127$1.4M14,152-25-0.18%Reduce
CROWDSTRIKE HLDGS INCCRWD
5.73%$1.2M1,620$00+1,620New Buy
VVANGUARD INTL EQUITY INDEX FVPL
5.43%5.62%$1.2M10,402$1.0M10,713-311-2.90%Reduce
SSELECT SECTOR SPDR TRXLE
3.45%4.12%$743,31712,352$767,54812,529-177-1.41%Reduce
IISHARES TRTIP
3.24%2.53%$698,3216,535$470,9894,268+2,267+53.12%Add
VVANGUARD FSTEVWO
3.08%3.45%$663,99811,006$642,29511,883-877-7.38%Reduce
APPLE INCAAPL
2.18%2.96%$469,9911,525$551,8442,174-649-29.85%Reduce
SSTATE STR SPDR S&P 500 ETF TSPY
2.17%2.02%$467,621605$376,742579+26+4.49%Add
SSIMPLIFY EXCHANGE TRADED FUNTUA
2.07%2.49%$447,12122,004$464,28422,00400.00%Unchanged
IISHARES INCIEMG
2.04%2.16%$440,2855,534$402,1095,765-231-4.01%Reduce
GGLOBAL X FDSMLPX
2.02%2.37%$435,2565,916$441,2905,968-52-0.87%Reduce
IISHARES 7-10YRIEF
1.97%2.62%$424,4704,576$487,6985,110-534-10.45%Reduce
IISHARES INCEUSA
1.92%1.92%$414,2983,511$357,3143,51100.00%Unchanged
VVANGUARD EMERGINGVWOB
1.89%2.87%$407,9636,185$534,1918,132-1,947-23.94%Reduce
VVANGUARD MIDVO
1.72%1.81%$370,6304,480$336,5751,172+3,308+282.25%Add
NVIDIA CORPORATIONNVDA
1.51%1.41%$326,3251,500$261,6001,50000.00%Unchanged
IINVESCO QQQ TRVOO
1.39%1.32%$299,882416$245,879426-10-2.35%Reduce
IISHARES INCEWC
1.3%1.39%$279,5734,546$258,7074,722-176-3.73%Reduce
NVIDIA CORPORATIONNVDA
1.24%1.15%$267,5871,230$214,5121,23000.00%Unchanged
AMAZON COM INCAMZN
1.17%$252,819909$00+909New Buy
VVANGUARD SCOTTSDALE FDSVGIT
1.11%1.31%$238,4004,092$243,6794,09200.00%Unchanged
VVANGUARD BD INDEX FDSBSV
1.07%1.26%$231,3732,987$234,2112,98700.00%Unchanged
PPIMCO ETF TRLTPZ
0.99%1.37%$212,9454,468$255,4055,005-537-10.73%Reduce
BROADCOM INC COMAVGO
0.98%$211,200500$00+500New Buy
IINVESCO S&PSPHQ
0.97%$209,5002,436$00+2,436New Buy

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