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CIK: 0001952532
Total reported value
$20.7M
$20.7M
61 檔
350.5%
In Q2 2025, Legacy PCG, LLC's U.S. equity holdings reached a combined market value of $20.7M, distributed across 61 disclosed stock positions.
During Q2 2025, Legacy PCG, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, AGG) accounted for 350.5% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.43% | +0.89% | +13.11% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.53% | -0.34% | +1.72% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 6.23% | -0.91% | -7.22% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.81% | -0.16% | +5.47% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.46% | +0.04% | +1.61% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.30% | +0.24% | -3.59% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.82% | -0.57% | +8.98% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.59% | -0.24% | -2.13% | |
| 9 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 2.87% | — | +7.54% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.60% | -0.69% | -7.85% | |
| 11 | BXSL | Blackstone Secured Lending F | Stock-Financials | 2.54% | -1.85% | EXIT | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.38% | — | +4.43% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.85% | -0.02% | -2.47% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.75% | +1.22% | NEW | |
| 15 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 1.67% | +0.08% | — | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.51% | -0.90% | +7.41% | |
| 17 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.34% | — | — | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.26% | -0.53% | +4.44% | |
| 19 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.21% | — | +22.32% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.18% | -0.03% | -0.39% | |
| 21 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.14% | +1.76% | NEW | |
| 22 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.08% | -0.04% | -10.22% | |
| 23 | URA | Global X Uranium ETF | ETF-Other | 1.06% | — | +31.17% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.02% | +0.14% | +8.57% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.98% | -0.16% | -48.67% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.91% | — | — | |
| 27 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | — | +0.23% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.84% | +0.13% | -27.44% | |
| 29 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.76% | -0.34% | -55.96% | |
| 30 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.74% | -0.27% | +1.02% | |
| 31 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.72% | — | -9.62% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.72% | — | -55.85% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.64% | — | +15.27% | |
| 34 | GLD | Spdr Gold Shares | ETF-Commodities | 0.61% | — | +2.02% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.58% | — | +0.02% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.53% | — | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.50% | — | +2.59% | |
| 38 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.50% | — | — | |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.49% | — | -37.70% | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | — | +1.09% | |
| 41 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | — | — | |
| 42 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.37% | — | -18.28% | |
| 43 | PAVE | Global X US Infrastructure | ETF-Other | 0.33% | — | -29.83% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.28% | — | -17.70% | |
| 45 | NFLX | Netflix Inc | Stock-Comm Services | 0.27% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.27% | — | -1.02% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | -0.71% | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.25% | — | — | |
| 49 | EPI | Wisdomtree India Earnings | ETF-Other | 0.24% | — | — | |
| 50 | IXC | Ishares Global Energy ETF | ETF-Other | 0.22% | — | — |
According to official SEC Form 13F filings, Legacy PCG, LLC reported a total U.S. public equity portfolio value of $20.7M across 61 disclosed positions in Q2 2025.
During Q2 2025, Legacy PCG, LLC's top holdings by market value included VOO (23.4%)、BND (7.5%)、AGG (6.2%). The largest single position, VOO, represented 23.4% of total portfolio value.
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In Q2 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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