13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001952532
Total reported value
$20.7M
$20.7M
67 檔
367.9%
The Q3 2025 SEC filing reveals that Legacy PCG, LLC held a total portfolio value of $20.7M, covering 67 public equity positions.
In Q3 2025, Legacy PCG, LLC displayed an active expansion posture, initiating 14 new positions and adding to 21 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, AGG) accounted for 367.9% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 22.91% | +0.89% | -3.15% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.73% | -0.34% | +8.61% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.88% | -0.91% | -0.41% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.70% | -0.16% | +1.37% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.45% | +0.04% | -0.25% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.23% | +0.24% | -2.56% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.69% | -0.57% | +2.50% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.67% | -0.24% | -0.37% | |
| 9 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 3.09% | — | +13.82% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.98% | -0.69% | -1.27% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.74% | — | +20.53% | |
| 12 | BXSL | Blackstone Secured Lending F | Stock-Financials | 2.02% | -1.85% | EXIT | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.81% | -0.02% | -0.61% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.69% | +1.22% | NEW | |
| 15 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 1.66% | +0.08% | +2.54% | |
| 16 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.43% | -0.90% | -0.96% | |
| 17 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.29% | — | — | |
| 18 | XLE | Ss Energy Select Sector | ETF-Other | 1.24% | -0.53% | +0.35% | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 1.24% | +0.14% | +9.26% | |
| 20 | URA | Global X Uranium ETF | ETF-Other | 1.22% | — | +0.13% | |
| 21 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.21% | -0.03% | — | |
| 22 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.21% | — | +5.20% | |
| 23 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.12% | -0.04% | +0.88% | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.07% | +1.76% | NEW | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.87% | — | +1.35% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | — | -0.71% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.82% | +0.13% | -4.89% | |
| 28 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.78% | -0.34% | +7.23% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | — | — | |
| 30 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.71% | -0.27% | +2.10% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.68% | — | -3.50% | |
| 32 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | — | +0.89% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.64% | — | +2.65% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.63% | -0.16% | -31.27% | |
| 35 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.61% | — | -13.74% | |
| 36 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.48% | — | +2.86% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.48% | — | -6.80% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.44% | — | +7.64% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.44% | — | — | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.41% | — | -18.92% | |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.39% | — | -15.00% | |
| 42 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | — | +75.76% | |
| 43 | PAVE | Global X US Infrastructure | ETF-Other | 0.28% | — | -17.77% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.26% | — | +0.22% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | — | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | — | — | |
| 47 | OKLO | Oklo Inc | Stock-Utilities | 0.26% | — | — | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.24% | — | — | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.23% | — | — | |
| 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 67 disclosed positions in Q3 2025.
During Q3 2025, Legacy PCG, LLC's top holdings by market value included VOO (22.9%)、BND (7.7%)、AGG (5.9%). The largest single position, VOO, represented 22.9% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
EUSA
市值: $2.8M
Top Position Liquidated / Trimmed
IEI
前期市值: $385.6K
In Q3 2025, Legacy PCG, LLC made 62 total portfolio adjustments, initiating 14 new buys, adding to 21 positions, trimming 25 holdings, and fully liquidating 2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.