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CIK: 0001952532
Total reported value
$20.7M
$20.7M
55 檔
309.3%
During the Q1 2025 filing period, Legacy PCG, LLC (CIK: 0001952532) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $20.7M across 55 reported positions.
During Q1 2025, Legacy PCG, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 20.64% | +0.89% | -1.47% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.13% | -0.34% | +3.12% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.38% | -0.91% | -1.08% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.55% | -0.16% | +1.15% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.45% | +0.24% | -1.89% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.26% | +0.04% | -0.78% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.84% | -0.57% | +293.96% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.69% | -0.24% | +8.38% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.36% | -0.69% | -7.98% | |
| 10 | BXSL | Blackstone Secured Lending F | Stock-Financials | 2.94% | -1.85% | EXIT | |
| 11 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 2.93% | — | +64.26% | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.54% | — | +7.23% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.09% | -0.16% | -59.18% | |
| 14 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.99% | -0.34% | +14.64% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.93% | -0.02% | +3.38% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.70% | — | +106.57% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.59% | +1.22% | NEW | |
| 18 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.52% | -0.90% | +8.12% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.46% | -0.53% | +3.34% | |
| 20 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.34% | — | — | |
| 21 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.17% | -0.04% | +6.20% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.17% | -0.03% | — | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.11% | — | +11.31% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.09% | +0.13% | +110.95% | |
| 25 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.86% | — | -36.30% | |
| 26 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.84% | — | -14.12% | |
| 27 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.83% | -0.27% | -0.01% | |
| 28 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.81% | +1.76% | NEW | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.71% | +0.14% | -0.22% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 0.71% | — | -4.51% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | — | — | |
| 32 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.63% | — | +9.00% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.62% | — | +6.81% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.56% | — | — | |
| 35 | URA | Global X Uranium ETF | ETF-Other | 0.53% | — | -0.33% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | — | -1.90% | |
| 37 | PAVE | Global X US Infrastructure | ETF-Other | 0.45% | — | -24.04% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.40% | — | +1.28% | |
| 39 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.37% | — | -4.67% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.37% | — | -4.66% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.36% | -0.14% | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | — | +11.07% | |
| 43 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.28% | — | — | |
| 44 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.27% | — | -3.77% | |
| 45 | IXC | Ishares Global Energy ETF | ETF-Other | 0.26% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | — | — | |
| 47 | NFLX | Netflix Inc | Stock-Comm Services | 0.21% | — | -1.86% | |
| 48 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.18% | — | -42.90% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.18% | — | — | |
| 50 | VUG | Vanguard Growth ETF | ETF-Other | 0.17% | — | — |
According to official SEC Form 13F filings, Legacy PCG, LLC reported a total U.S. public equity portfolio value of $20.7M across 55 disclosed positions in Q1 2025.
During Q1 2025, Legacy PCG, LLC's top holdings by market value included VOO (20.6%)、BND (8.1%)、AGG (7.4%). The largest single position, VOO, represented 20.6% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, AGG) accounted for 309.3% of total reported equity market value during Q1 2025.
In Q1 2025, Legacy PCG, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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