account_balance
Investment manager · 13F filer · SEC CIK 1952532
Legacy PCG, LLC
Reported value$19.8Mas of Sep 30, 2026
Positions26 1 new, 1 sold out
Top 10 weight73.8%VOO alone is 29%
FiledNov 1344 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VOOVanguard Index FDS
28.9%
BNDVanguard Bd Index FDS
10.1%
AGGiShares Tr
6.7%
VGKVanguard Intl Equity Index F
6.7%
VPLVanguard Intl Equity Index F
6.1%
XLESelect Sector SPDR Tr
3.8%
TIPiShares Tr
3.4%
VWOVanguard Intl Equity Index F
3.3%
AAPLApple Inc.
2.6%
SPYSPDR S&P 500 ETF Trust
2.3%−2%
IEMGiShares Inc
2.3%
VOOVanguard Index FDS
28.9%
BNDVanguard Bd Index FDS
10.1%
AGGiShares Tr
6.7%
VGKVanguard Intl Equity Index F
6.7%
VPLVanguard Intl Equity Index F
6.1%
XLE3.8%
TIP3.4%
VWO3.3%
AAPLSPYBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VOO Vanguard Index FDS 28.9% Held
BND Vanguard Bd Index FDS 10.1% Held
AGG iShares Tr 6.7% Held
VGK Vanguard Intl Equity Index F 6.7% Held
VPL Vanguard Intl Equity Index F 6.1% Held
XLE Select Sector SPDR Tr 3.8% Held
TIP iShares Tr 3.4% Held
VWO Vanguard Intl Equity Index F 3.3% Held
AAPL Apple Inc. 2.6% HeldSPY SPDR S&P 500 ETF Trust 2.3% Trimmed −2%IEMG iShares Inc 2.3% Held
CRWD CrowdStrike Holdings, Inc. 2.2% Trimmed −75%What changed
Biggest moves since Jun 30, 2026
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