Filed: 11/14/2025ACC: 0001951757-25-001428
📋 What this filing means
LEGACY PCG, LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $166.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$166.77M
Total AUM (reported)
1.60M
Total Shares
Allocation by class
S&P 500 ETF SHS$38.21M22.9%
COM$14.79M8.9%
TOTAL BND MRKT$12.90M7.7%
CORE US AGGBD ET$9.80M5.9%
FTSE EUROPE ETF$7.85M4.7%
FTSE PACIFIC ETF$7.42M4.5%
TR UNIT$7.06M4.2%
Portfolio Concentration
Top 3$60.90M36.5%
4–10$44.72M26.8%
11–25$36.40M21.8%
Rest$24.75M14.8%
Top 3 weight
36.5%
Top 10 weight
63.3%
Voting Authority Distribution
Total shares with voting rights: 1.60M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.60M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole67
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings67
Rows:
VANGUARD INDEX FDS
SOLEShares62.39K
TypeSH
Market value$38.21M
22.91%
Sole
0.00
Shared
0.00
None
62.39K
VANGUARD BD INDEX FDS
SOLEShares173.42K
TypeSH
Market value$12.90M
7.73%
Sole
0.00
Shared
0.00
None
173.42K
ISHARES TR
SOLEShares97.75K
TypeSH
Market value$9.80M
5.88%
Sole
0.00
Shared
0.00
None
97.75K
VANGUARD INTL EQUITY INDEX F
SOLEShares98.31K
TypeSH
Market value$7.85M
4.70%
Sole
0.00
Shared
0.00
None
98.31K
VANGUARD INTL EQUITY INDEX F
SOLEShares84.52K
TypeSH
Market value$7.42M
4.45%
Sole
0.00
Shared
0.00
None
84.52K
SPDR S&P 500 ETF TR
SOLEShares10.59K
TypeSH
Market value$7.06M
4.23%
Sole
0.00
Shared
0.00
None
10.59K
ISHARES TR
SOLEShares63.79K
TypeSH
Market value$6.15M
3.69%
Sole
0.00
Shared
0.00
None
63.79K
VANGUARD INTL EQUITY INDEX F
SOLEShares112.86K
TypeSH
Market value$6.11M
3.67%
Sole
0.00
Shared
0.00
None
112.86K
VANGUARD WELLINGTON FD
SOLEShares50.56K
TypeSH
Market value$5.15M
3.09%
Sole
0.00
Shared
0.00
None
50.56K
APPLE INC
SOLEShares19.53K
TypeSH
Market value$4.97M
2.98%
Sole
0.00
Shared
0.00
None
19.53K
VANGUARD MUN BD FDS
SOLEShares91.29K
TypeSH
Market value$4.57M
2.74%
Sole
0.00
Shared
0.00
None
91.29K
BLACKSTONE SECD LENDING FD
SOLEShares128.92K
TypeSH
Market value$3.36M
2.02%
Sole
0.00
Shared
0.00
None
128.92K
VANGUARD INDEX FDS
SOLEShares10.26K
TypeSH
Market value$3.01M
1.81%
Sole
0.00
Shared
0.00
None
10.26K
AMAZON COM INC
SOLEShares12.82K
TypeSH
Market value$2.82M
1.69%
Sole
0.00
Shared
0.00
None
12.82K
ISHARES INC
SOLEShares26.93K
TypeSH
Market value$2.77M
1.66%
Sole
0.00
Shared
0.00
None
26.93K
VANGUARD WHITEHALL FDS
SOLEShares35.66K
TypeSH
Market value$2.39M
1.43%
Sole
0.00
Shared
0.00
None
35.66K
ISHARES TR
SOLEShares31.68K
TypeSH
Market value$2.16M
1.29%
Sole
0.00
Shared
0.00
None
31.68K
SELECT SECTOR SPDR TR
SOLEShares23.22K
TypeSH
Market value$2.07M
1.24%
Sole
0.00
Shared
0.00
None
23.22K
NVIDIA CORPORATION
SOLEShares11.06K
TypeSH
Market value$2.06M
1.24%
Sole
0.00
Shared
0.00
None
11.06K
GLOBAL X FDS
SOLEShares42.72K
TypeSH
Market value$2.04M
1.22%
Sole
0.00
Shared
0.00
None
42.72K
ISHARES INC
SOLEShares30.70K
TypeSH
Market value$2.02M
1.21%
Sole
0.00
Shared
0.00
None
30.70K
ISHARES TR
SOLEShares19.51K
TypeSH
Market value$2.01M
1.21%
Sole
0.00
Shared
0.00
None
19.51K
ISHARES INC
SOLEShares36.98K
TypeSH
Market value$1.87M
1.12%
Sole
0.00
Shared
0.00
None
36.98K
CROWDSTRIKE HLDGS INC
SOLEShares3.65K
TypeSH
Market value$1.79M
1.07%
Sole
0.00
Shared
0.00
None
3.65K
VANGUARD SCOTTSDALE FDS
SOLEShares17.29K
TypeSH
Market value$1.45M
0.87%
Sole
0.00
Shared
0.00
None
17.29K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 62.39K | SH | $38.21M 22.91% | 0.00 | 0.00 | 62.39K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 173.42K | SH | $12.90M 7.73% | 0.00 | 0.00 | 173.42K |
ISHARES TRSOLE | CORE US AGGBD ET | 97.75K | SH | $9.80M 5.88% | 0.00 | 0.00 | 97.75K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 98.31K | SH | $7.85M 4.70% | 0.00 | 0.00 | 98.31K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 84.52K | SH | $7.42M 4.45% | 0.00 | 0.00 | 84.52K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 10.59K | SH | $7.06M 4.23% | 0.00 | 0.00 | 10.59K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 63.79K | SH | $6.15M 3.69% | 0.00 | 0.00 | 63.79K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 112.86K | SH | $6.11M 3.67% | 0.00 | 0.00 | 112.86K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 50.56K | SH | $5.15M 3.09% | 0.00 | 0.00 | 50.56K |
APPLE INCSOLE | COM | 19.53K | SH | $4.97M 2.98% | 0.00 | 0.00 | 19.53K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 91.29K | SH | $4.57M 2.74% | 0.00 | 0.00 | 91.29K |
BLACKSTONE SECD LENDING FDSOLE | COMMON STOCK | 128.92K | SH | $3.36M 2.02% | 0.00 | 0.00 | 128.92K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 10.26K | SH | $3.01M 1.81% | 0.00 | 0.00 | 10.26K |
AMAZON COM INCSOLE | COM | 12.82K | SH | $2.82M 1.69% | 0.00 | 0.00 | 12.82K |
ISHARES INCSOLE | MSCI EQUAL WEITE | 26.93K | SH | $2.77M 1.66% | 0.00 | 0.00 | 26.93K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 35.66K | SH | $2.39M 1.43% | 0.00 | 0.00 | 35.66K |
ISHARES TRSOLE | CORE MSCI EURO | 31.68K | SH | $2.16M 1.29% | 0.00 | 0.00 | 31.68K |
SELECT SECTOR SPDR TRSOLE | ENERGY | 23.22K | SH | $2.07M 1.24% | 0.00 | 0.00 | 23.22K |
NVIDIA CORPORATIONSOLE | COM | 11.06K | SH | $2.06M 1.24% | 0.00 | 0.00 | 11.06K |
GLOBAL X FDSSOLE | GLOBAL X URANIUM | 42.72K | SH | $2.04M 1.22% | 0.00 | 0.00 | 42.72K |
ISHARES INCSOLE | CORE MSCI EMKT | 30.70K | SH | $2.02M 1.21% | 0.00 | 0.00 | 30.70K |
ISHARES TRSOLE | 10-20 YR TRS ETF | 19.51K | SH | $2.01M 1.21% | 0.00 | 0.00 | 19.51K |
ISHARES INCSOLE | MSCI CDA ETF | 36.98K | SH | $1.87M 1.12% | 0.00 | 0.00 | 36.98K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.65K | SH | $1.79M 1.07% | 0.00 | 0.00 | 3.65K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 17.29K | SH | $1.45M 0.87% | 0.00 | 0.00 | 17.29K |
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