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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001952532
Total reported value
$20.7M
$20.7M
67 檔
361.2%
During the Q4 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 67 reported positions.
In Q4 2025, Legacy PCG, LLC adopted a defensive or profit-taking posture, trimming 44 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 23.04% | +0.89% | -4.90% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 7.93% | -0.34% | -0.31% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 5.91% | -0.91% | -2.21% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 4.89% | -0.16% | -3.99% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 4.54% | +0.04% | -4.09% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.04% | +0.24% | -9.65% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 3.89% | -0.57% | +2.46% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.65% | -0.24% | -2.93% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 3.27% | -0.69% | -0.46% | |
| 10 | VTES | Vanguard Sh Term Tax-ex Bond | ETF-Other | 3.10% | — | -2.63% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.79% | — | -1.70% | |
| 12 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.80% | -1.85% | EXIT | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.77% | +1.22% | NEW | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.76% | -0.02% | -4.32% | |
| 15 | TIP | Ishares Tips Bond ETF | ETF-Other | 1.64% | +0.84% | — | |
| 16 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 1.64% | +0.08% | -4.79% | |
| 17 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 1.49% | -0.90% | -0.03% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.30% | +0.14% | +1.42% | |
| 19 | XLE | Ss Energy Select Sector | ETF-Other | 1.20% | -0.53% | +86.65% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.19% | -0.03% | -7.26% | |
| 21 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.17% | -0.04% | -4.84% | |
| 22 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 1.17% | — | -16.09% | |
| 23 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.04% | +1.76% | NEW | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.03% | — | +61.35% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.99% | — | — | |
| 26 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 0.79% | -0.27% | +11.10% | |
| 27 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 0.78% | -0.34% | -0.03% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | — | -4.14% | |
| 29 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.67% | — | -4.92% | |
| 30 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.65% | -0.16% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.64% | +0.13% | -26.17% | |
| 32 | DTD | Wisdomtree US Total Dividend | ETF-Other | 0.63% | — | -0.67% | |
| 33 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | — | -26.49% | |
| 34 | EWL | Ishares Msci Switzerland ETF | ETF-Other | 0.51% | — | -5.15% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | — | — | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.42% | — | — | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.42% | — | -0.38% | |
| 38 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.41% | — | -66.62% | |
| 39 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.41% | — | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.39% | — | -5.30% | |
| 41 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.38% | — | -4.69% | |
| 42 | URA | Global X Uranium ETF | ETF-Other | 0.36% | — | -68.52% | |
| 43 | PAVE | Global X US Infrastructure | ETF-Other | 0.28% | — | -2.23% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | — | — | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.27% | — | +0.29% | |
| 46 | IXC | Ishares Global Energy ETF | ETF-Other | 0.23% | — | — | |
| 47 | EPI | Wisdomtree India Earnings | ETF-Other | 0.23% | — | -3.58% | |
| 48 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.22% | — | -10.31% | |
| 49 | OKLO | Oklo Inc | Stock-Utilities | 0.21% | — | +20.87% | |
| 50 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.20% | — | -2.16% |
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 Q4 2025.
During Q4 2025, Legacy PCG, LLC's top holdings by market value included VOO (23.0%)、BND (7.9%)、AGG (5.9%). The largest single position, VOO, represented 23.0% 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.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, AGG) accounted for 361.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
TIP
市值: $2.7M
Top Position Liquidated / Trimmed
VCIT
前期市值: $1.5M
In Q4 2025, Legacy PCG, LLC made 56 total portfolio adjustments, initiating 2 new buys, adding to 8 positions, trimming 44 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.
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