account_balance
Investment manager · 13F filer · SEC CIK 2116061
Storen Legacy Partners, LLC
Reported value$391Mas of Sep 30, 2026
Positions120 10 new, 6 sold out
Top 10 weight43.7%DYNF alone is 6%
FiledNov 940 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DYNFBlackRock ETF Trust
5.9%Added +7%
LLYELI Lilly & Co
5.6%Added +65%
VOOVanguard Index FDS
5.6%Trimmed −5%
JAVAJ P Morgan Exchange Traded F
5.2%Added +5%
FBCGFidelity Covington Trust
4.3%Added +6%
BINCBlackRock ETF Trust II
3.9%Added +12%
SCHGSchwab Strategic Tr
3.5%Trimmed −4%
FBNDFidelity Merrimack STR Tr
3.3%Added +9%
IEMGiShares Inc
3.2%Trimmed −5%
BAIBlackRock ETF Trust
3.1%Added +13%
IVViShares Tr
3.0%Added +5%
MINTPimco ETF Tr
2.8%New
DYNFBlackRock ETF Trust
5.9%+7%
LLYELI Lilly & Co
5.6%
VOOVanguard Index FDS
5.6%
JAVAJ P Morgan Exchange Traded F
5.2%
FBCGFidelity Covington Trust
4.3%
BINCBlackRock ETF Trust II
3.9%+12%
SCHGSchwab Strategic Tr
3.5%
FBNDFidelity Merrimack STR Tr
3.3%
IEMGiShares Inc
3.2%
BAI3.1%
IVV3.0%
MINT
Boxes 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
DYNF BlackRock ETF Trust 5.9% Added +7%
LLY ELI Lilly & Co 5.6% Added +65%VOO Vanguard Index FDS 5.6% Trimmed −5%
JAVA J P Morgan Exchange Traded F 5.2% Added +5%
FBCG Fidelity Covington Trust 4.3% Added +6%
BINC BlackRock ETF Trust II 3.9% Added +12%
SCHG Schwab Strategic Tr 3.5% Trimmed −4%
FBND Fidelity Merrimack STR Tr 3.3% Added +9%
IEMG iShares Inc 3.2% Trimmed −5%
BAI BlackRock ETF Trust 3.1% Added +13%
IVV iShares Tr 3.0% Added +5%
MINT Pimco ETF Tr 2.8% New
What changed
Biggest moves since Jun 30, 2026
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