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: 0002116061
Total reported value
$366.8M
$366.8M
77 檔
53.2%
At the close of Q4 2025, Storen Legacy Partners, LLC disclosed equity holdings valued at approximately $366.8M, spread across 77 reported holdings.
During Q4 2025, Storen Legacy Partners, 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 | 16.30% | -0.02% | — | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 12.98% | -0.08% | — | |
| 3 | BND | Vanguard Total Bond Market | ETF-Other | 12.77% | -0.68% | — | |
| 4 | SCHG | Schwab US Large-cap Growth | ETF-Other | 9.60% | +0.10% | — | |
| 5 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 9.53% | -0.09% | — | |
| 6 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 5.25% | -0.24% | — | |
| 7 | CGGR | Cap Group Growth Equity | ETF-Other | 4.26% | -0.26% | — | |
| 8 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 3.61% | -0.13% | — | |
| 9 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.56% | +0.76% | — | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.63% | +0.03% | — | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.38% | -0.12% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.92% | +0.01% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.09% | +0.07% | — | |
| 14 | DHR | Danaher CORP | Stock-Healthcare | 1.05% | -0.11% | — | |
| 15 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | +0.08% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 0.76% | -0.06% | — | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 0.72% | -0.01% | — | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.59% | -0.07% | — | |
| 19 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.49% | -0.07% | — | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.49% | +0.03% | — | |
| 21 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.43% | — | — | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.42% | +0.04% | — | |
| 23 | PSMR | Pacer Swan Sos Moderate Apr | ETF-Other | 0.41% | -0.04% | — | |
| 24 | PM | Philip Morris International | Stock-Consumer Staples | 0.39% | -0.03% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.39% | -0.03% | — | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.35% | -0.01% | — | |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-Other | 0.33% | -0.02% | — | |
| 28 | FTV | Fortive CORP | Stock-Tech | 0.32% | -0.01% | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.35% | — | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.26% | -0.01% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.03% | — | |
| 32 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.25% | +0.02% | — | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 0.23% | -0.01% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.22% | +0.02% | — | |
| 35 | MMM | 3m Co | Stock-Industrials | 0.22% | -0.01% | — | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.21% | +0.02% | — | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.20% | -0.03% | — | |
| 38 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.19% | -0.03% | — | |
| 39 | NRG | Nrg Energy Inc | Stock-Utilities | 0.18% | -0.02% | — | |
| 40 | DJD | Invesco Dow Jones Industrial | ETF-Other | 0.17% | -0.01% | — | |
| 41 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.15% | -0.01% | — | |
| 42 | PNC | Pnc Financial Services Group | Stock-Financials | 0.15% | — | — | |
| 43 | VLTO | Veralto CORP | Stock-Industrials | 0.14% | -0.02% | — | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.13% | -0.01% | — | |
| 45 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.13% | -0.03% | — | |
| 46 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.13% | -0.02% | — | |
| 47 | CTVA | Corteva Inc | Stock-Materials | 0.13% | -0.03% | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.12% | -0.02% | — | |
| 49 | PSMO | Pacer Swan Sos Mod Oct ETF | ETF-Other | 0.12% | -0.02% | — | |
| 50 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 0.12% | -0.03% | — |
According to official SEC Form 13F filings, Storen Legacy Partners, LLC reported a total U.S. public equity portfolio value of $366.8M across 77 disclosed positions in Q4 2025.
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, EFA, BND) accounted for 53.2% of total reported equity market value during Q4 2025.
During Q4 2025, Storen Legacy Partners, LLC's top holdings by market value included VOO (16.3%)、EFA (13.0%)、BND (12.8%). The largest single position, VOO, represented 16.3% of total portfolio value.
In Q4 2025, Storen Legacy Partners, 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.
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.