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CIK: 0001952532
Total reported value
$20.7M
$20.7M
25 檔
51.8%
At the close of Q1 2026, Legacy PCG, LLC disclosed equity holdings valued at approximately $20.7M, spread across 25 reported holdings.
In Q1 2026, Legacy PCG, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 44 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VOO, BND, AGG) accounted for 51.8% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 27.11% | +0.89% | -85.77% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 10.30% | -0.34% | -84.94% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 7.55% | -0.91% | -85.19% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 7.03% | -0.16% | -83.18% | |
| 5 | VPL | Vanguard Ftse Pacific ETF | ETF-Other | 5.62% | +0.04% | -86.78% | |
| 6 | XLE | Ss Energy Select Sector | ETF-Other | 4.12% | -0.53% | -71.10% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.45% | -0.24% | -89.15% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.96% | -0.69% | -88.82% | |
| 9 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 2.87% | -0.90% | -77.19% | |
| 10 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 2.62% | -0.57% | -92.18% | |
| 11 | TIP | Ishares Tips Bond ETF | ETF-Other | 2.53% | +0.84% | -82.33% | |
| 12 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 2.49% | -0.33% | — | |
| 13 | MLPX | Global X Mlp & Energy Infras | ETF-Other | 2.37% | -0.27% | -71.62% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 2.16% | -0.03% | -79.75% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.02% | +0.24% | -93.95% | |
| 16 | EUSA | Ishares Msci USA Equal Weigh | ETF-Other | 1.92% | +0.08% | -86.31% | |
| 17 | BXSL | Blackstone Secured Lending F | Stock-Financials | 1.85% | -1.85% | EXIT | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.81% | -0.02% | -88.06% | |
| 19 | NVDA | NVIDIA Corporation | Stock-Tech | 1.41% | +0.17% | — | |
| 20 | EWC | Ishares Msci Canada ETF | ETF-Other | 1.39% | -0.04% | -86.58% | |
| 21 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-Other | 1.37% | -0.34% | -79.43% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.32% | +0.13% | -74.63% | |
| 23 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.31% | -0.16% | -76.72% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.26% | -0.14% | -27.18% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 1.15% | +0.14% | -89.04% |
According to official SEC Form 13F filings, Legacy PCG, LLC reported a total U.S. public equity portfolio value of $20.7M across 25 disclosed positions in Q1 2026.
During Q1 2026, Legacy PCG, LLC's top holdings by market value included VOO (27.1%)、BND (10.3%)、AGG (7.5%). The largest single position, VOO, represented 27.1% of total portfolio value.
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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
TUA
市值: $464.3K
Top Position Liquidated / Trimmed
VTES
前期市值: $5.0M
In Q1 2026, Legacy PCG, LLC made 69 total portfolio adjustments, initiating 2 new buys, adding to 0 positions, trimming 23 holdings, and fully liquidating 44 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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