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CIK: 0002116061
Total reported value
$366.8M
$366.8M
102 檔
22.1%
During the Q1 2026 filing period, Storen Legacy Partners, LLC (CIK: 0002116061) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $366.8M across 102 reported positions.
In Q1 2026, Storen Legacy Partners, LLC displayed an active expansion posture, initiating 31 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.22% | -0.02% | -59.92% | |
| 2 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 5.65% | +0.18% | — | |
| 3 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 5.02% | +0.22% | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-Other | 4.42% | -0.68% | -65.17% | |
| 5 | FBCG | Fidelity Blue Chip Grow ETF | ETF-Other | 4.12% | +0.15% | — | |
| 6 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 3.84% | -0.58% | — | |
| 7 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.72% | +0.08% | — | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.63% | +0.05% | — | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 3.57% | +0.10% | -58.34% | |
| 10 | FBND | Fidelity Total Bond ETF | ETF-Other | 3.34% | +0.03% | — | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.02% | +0.76% | -0.80% | |
| 12 | VFMF | Vanguard US Multifactor ETF | ETF-Other | 2.85% | -0.09% | -70.87% | |
| 13 | PWRD | Tcw Transform Systems ETF | ETF-Other | 2.72% | -0.43% | — | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.67% | +0.03% | +2.44% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.63% | +0.35% | +888.85% | |
| 16 | BRTR | Ishares Total Return Act ETF | ETF-Other | 2.49% | -0.08% | — | |
| 17 | ABFL | Abacus Fcf Leaders ETF | ETF-Other | 2.01% | +0.11% | — | |
| 18 | EMOP | AB Emrg Mrkt Opportuniti ETF | ETF-Other | 2.00% | -2.00% | EXIT | |
| 19 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.91% | +0.35% | — | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.80% | +0.01% | -1.39% | |
| 21 | ANGL | Vaneck Fallen Angel High Yld | ETF-Other | 1.75% | -0.24% | -65.83% | |
| 22 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 1.45% | -0.03% | — | |
| 23 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.43% | -0.05% | — | |
| 24 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-Other | 1.33% | -0.13% | -62.76% | |
| 25 | FDVV | Fidelity High Dividend ETF | ETF-Other | 1.25% | -0.04% | — | |
| 26 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 1.23% | -0.03% | — | |
| 27 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.12% | +0.04% | — | |
| 28 | IYG | Ishares U.s. Financial Servi | ETF-Other | 1.09% | -0.32% | — | |
| 29 | AAPL | Apple Inc | Stock-Tech | 1.00% | +0.07% | -1.97% | |
| 30 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.98% | -0.12% | -59.46% | |
| 31 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.96% | +0.20% | — | |
| 32 | IYK | Ishares US Consumer Staples | ETF-Other | 0.96% | -0.29% | — | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.94% | +0.06% | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.93% | -0.08% | -92.92% | |
| 35 | ABLD | Aba Fcf Ral Aset Lad Etf-usd | ETF-Other | 0.89% | -0.03% | — | |
| 36 | DHR | Danaher CORP | Stock-Healthcare | 0.87% | -0.11% | — | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.08% | -1.16% | |
| 38 | IAU | Ishares Gold Trust | ETF-Commodities | 0.69% | -0.06% | — | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.59% | -0.07% | +0.68% | |
| 40 | MSFT | Microsoft CORP | Stock-Tech | 0.58% | -0.06% | -0.10% | |
| 41 | CGGR | Cap Group Growth Equity | ETF-Other | 0.55% | -0.26% | -85.64% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-Other | 0.54% | -0.01% | -25.25% | |
| 43 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 0.50% | +0.02% | — | |
| 44 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.46% | -0.07% | +0.09% | |
| 45 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.46% | — | +12.29% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.45% | +0.03% | — | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | +0.03% | -2.78% | |
| 48 | PSMR | Pacer Swan Sos Moderate Apr | ETF-Other | 0.42% | -0.04% | -0.83% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.41% | -0.03% | +0.58% | |
| 50 | NVDA | Nvidia CORP | Stock-Tech | 0.37% | +0.04% | -6.19% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +2.4% | +888.85% | Add |
| 2 | AGG | Ishares Core U.s. Aggregate | 0% | +2.44% | Add |
| 3 | MO | Altria Group Inc | 0% | +0.45% | Add |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +12.29% | Add |
| 5 | QQQ | Invesco Qqq Trust Series 1 | 0% | +16.23% | Add |
| 6 | CAT | Caterpillar Inc | 0% | — | Unchanged |
| 7 | SCHD | Schwab US Dvd Equity ETF | 0% | -4.06% | Trim |
| 8 | PM | Philip Morris International | 0% | +0.58% | Add |
| 9 | MDLZ | Mondelez International Inc-a | 0% | +0.18% | Add |
| 10 | BMY | Bristol-myers Squibb Co | 0% | +0.03% | Add |
| 11 | HDV | Ishares Core High Dividend E | 0% | +4.59% | Add |
| 12 | SCHA | Schwab US Small-cap ETF | 0% | +1.65% | Add |
| 13 | WMT | Walmart Inc | 0% | — | Unchanged |
| 14 | PSMR | Pacer Swan Sos Moderate Apr | 0% | -0.83% | Trim |
| 15 | CTVA | Corteva Inc | — | -15.10% | Trim |
| 16 | FVAL | Fidelity Value Factor ETF | — | — | Unchanged |
| 17 | TSLA | Tesla Inc | — | +14.13% | Add |
| 18 | PEP | Pepsico Inc | — | -3.54% | Trim |
| 19 | CME | Cme Group Inc | — | — | Unchanged |
| 20 | MTUM | Ishares Msci USA Momentum Fa | — | — | Unchanged |
| 21 | PSMO | Pacer Swan Sos Mod Oct ETF | — | — | Unchanged |
| 22 | ORLY | O'reilly Automotive Inc | — | — | Unchanged |
| 23 | USMV | Ishares Msci USA Min Vol Fac | — | — | Unchanged |
| 24 | VCIT | Vanguard Int-term Corporate | — | +2.71% | Add |
| 25 | CSCO | Cisco Systems Inc | — | -0.08% | Trim |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | — | +0.68% | Add |
| 27 | PNC | Pnc Financial Services Group | — | — | Unchanged |
| 28 | FTV | Fortive CORP | — | — | Unchanged |
| 29 | SPSB | Ss Spdr P St C CORP ETF | — | +0.39% | Add |
| 30 | NRG | Nrg Energy Inc | 0% | +0.14% | Add |
| 31 | QUAL | Ishares Msci USA Quality Fac | 0% | +0.14% | Add |
| 32 | PG | Procter & Gamble Co/the | 0% | -8.98% | Trim |
| 33 | GOOG | Alphabet Inc-cl C | 0% | — | Unchanged |
| 34 | MAS | Masco CORP | 0% | -5.73% | Trim |
| 35 | IWF | Ishares Russell 1000 Growth | 0% | +0.18% | Add |
| 36 | EQR | Equity Residential | 0% | — | Unchanged |
| 37 | IWM | Ishares Russell 2000 ETF | 0% | -7.50% | Trim |
| 38 | VNT | Vontier CORP | 0% | — | Unchanged |
| 39 | ABBV | Abbvie Inc | 0% | +0.37% | Add |
| 40 | KMB | Kimberly-clark CORP | 0% | +0.04% | Add |
| 41 | MMM | 3m Co | 0% | +0.53% | Add |
| 42 | RAL | Ralliant CORP | 0% | — | Unchanged |
| 43 | VLTO | Veralto CORP | 0% | — | Unchanged |
| 44 | DJD | Invesco Dow Jones Industrial | 0% | -12.73% | Trim |
| 45 | SCHX | Schwab US Large-cap ETF | 0% | -8.29% | Trim |
| 46 | ORCL | Oracle CORP | 0% | -5.38% | Trim |
| 47 | MRSH | Marsh & Mclennan Cos | 0% | +0.09% | Add |
| 48 | CRM | Salesforce Inc | 0% | +2.03% | Add |
| 49 | DBEF | Xtrackers Msci Eafe Hedged E | 0% | -9.56% | Trim |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.78% | Trim |
According to official SEC Form 13F filings, Storen Legacy Partners, LLC reported a total U.S. public equity portfolio value of $366.8M across 102 disclosed positions in Q1 2026.
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, DYNF, JAVA) accounted for 22.1% of total reported equity market value during Q1 2026.
Top New Position Initiated
DYNF
市值: $18.0M
Top Position Liquidated / Trimmed
MA
前期市值: $271.4K
During Q1 2026, Storen Legacy Partners, LLC's top holdings by market value included VOO (6.2%)、DYNF (5.7%)、JAVA (5.0%). The largest single position, VOO, represented 6.2% of total portfolio value.
In Q1 2026, Storen Legacy Partners, LLC made 92 total portfolio adjustments, initiating 31 new buys, adding to 22 positions, trimming 33 holdings, and fully liquidating 6 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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