Filed: 2/10/2026ACC: 0001951757-26-000402
📋 What this filing means
LEGACY PCG, LLC filed this quarterly 13F‑HR report disclosing 67 equity positions with a total reported market value of $161.51M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
67
Positions
$161.51M
Total AUM (reported)
1.53M
Total Shares
Allocation by class
S&P 500 ETF SHS$37.21M23.0%
COM$14.85M9.2%
TOTAL BND MRKT$12.81M7.9%
CORE US AGGBD ET$9.55M5.9%
FTSE EUROPE ETF$7.89M4.9%
FTSE PACIFIC ETF$7.33M4.5%
TR UNIT$6.53M4.0%
Portfolio Concentration
Top 3$59.56M36.9%
4–10$44.20M27.4%
11–25$35.49M22.0%
Rest$22.25M13.8%
Top 3 weight
36.9%
Top 10 weight
64.3%
Voting Authority Distribution
Total shares with voting rights: 1.53M
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
1.53M
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
SOLEShares59.34K
TypeSH
Market value$37.21M
23.04%
Sole
0.00
Shared
0.00
None
59.34K
VANGUARD BD INDEX FDS
SOLEShares172.89K
TypeSH
Market value$12.81M
7.93%
Sole
0.00
Shared
0.00
None
172.89K
ISHARES TR
SOLEShares95.58K
TypeSH
Market value$9.55M
5.91%
Sole
0.00
Shared
0.00
None
95.58K
VANGUARD INTL EQUITY INDEX F
SOLEShares94.39K
TypeSH
Market value$7.89M
4.89%
Sole
0.00
Shared
0.00
None
94.39K
VANGUARD INTL EQUITY INDEX F
SOLEShares81.06K
TypeSH
Market value$7.33M
4.54%
Sole
0.00
Shared
0.00
None
81.06K
SPDR S&P 500 ETF TR
SOLEShares9.57K
TypeSH
Market value$6.53M
4.04%
Sole
0.00
Shared
0.00
None
9.57K
ISHARES TR
SOLEShares65.36K
TypeSH
Market value$6.29M
3.89%
Sole
0.00
Shared
0.00
None
65.36K
VANGUARD INTL EQUITY INDEX F
SOLEShares109.55K
TypeSH
Market value$5.89M
3.65%
Sole
0.00
Shared
0.00
None
109.55K
APPLE INC
SOLEShares19.44K
TypeSH
Market value$5.28M
3.27%
Sole
0.00
Shared
0.00
None
19.44K
VANGUARD WELLINGTON FD
SOLEShares49.23K
TypeSH
Market value$5.00M
3.10%
Sole
0.00
Shared
0.00
None
49.23K
VANGUARD MUN BD FDS
SOLEShares89.74K
TypeSH
Market value$4.51M
2.79%
Sole
0.00
Shared
0.00
None
89.74K
BLACKSTONE SECD LENDING FD
SOLEShares110.19K
TypeSH
Market value$2.90M
1.80%
Sole
0.00
Shared
0.00
None
110.19K
AMAZON COM INC
SOLEShares12.38K
TypeSH
Market value$2.86M
1.77%
Sole
0.00
Shared
0.00
None
12.38K
VANGUARD INDEX FDS
SOLEShares9.82K
TypeSH
Market value$2.85M
1.76%
Sole
0.00
Shared
0.00
None
9.82K
ISHARES TR
SOLEShares24.16K
TypeSH
Market value$2.65M
1.64%
Sole
0.00
Shared
0.00
None
24.16K
ISHARES INC
SOLEShares25.64K
TypeSH
Market value$2.65M
1.64%
Sole
0.00
Shared
0.00
None
25.64K
VANGUARD WHITEHALL FDS
SOLEShares35.65K
TypeSH
Market value$2.40M
1.49%
Sole
0.00
Shared
0.00
None
35.65K
NVIDIA CORPORATION
SOLEShares11.22K
TypeSH
Market value$2.09M
1.30%
Sole
0.00
Shared
0.00
None
11.22K
SELECT SECTOR SPDR TR
SOLEShares43.35K
TypeSH
Market value$1.94M
1.20%
Sole
0.00
Shared
0.00
None
43.35K
ISHARES INC
SOLEShares28.48K
TypeSH
Market value$1.91M
1.19%
Sole
0.00
Shared
0.00
None
28.48K
ISHARES INC
SOLEShares35.18K
TypeSH
Market value$1.90M
1.17%
Sole
0.00
Shared
0.00
None
35.18K
ISHARES TR
SOLEShares26.58K
TypeSH
Market value$1.89M
1.17%
Sole
0.00
Shared
0.00
None
26.58K
CROWDSTRIKE HLDGS INC
SOLEShares3.57K
TypeSH
Market value$1.67M
1.04%
Sole
0.00
Shared
0.00
None
3.57K
VANGUARD INDEX FDS
SOLEShares18.73K
TypeSH
Market value$1.66M
1.03%
Sole
0.00
Shared
0.00
None
18.73K
ALPHABET INC
SOLEShares5.11K
TypeSH
Market value$1.60M
0.99%
Sole
0.00
Shared
0.00
None
5.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 59.34K | SH | $37.21M 23.04% | 0.00 | 0.00 | 59.34K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 172.89K | SH | $12.81M 7.93% | 0.00 | 0.00 | 172.89K |
ISHARES TRSOLE | CORE US AGGBD ET | 95.58K | SH | $9.55M 5.91% | 0.00 | 0.00 | 95.58K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 94.39K | SH | $7.89M 4.89% | 0.00 | 0.00 | 94.39K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 81.06K | SH | $7.33M 4.54% | 0.00 | 0.00 | 81.06K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 9.57K | SH | $6.53M 4.04% | 0.00 | 0.00 | 9.57K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 65.36K | SH | $6.29M 3.89% | 0.00 | 0.00 | 65.36K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 109.55K | SH | $5.89M 3.65% | 0.00 | 0.00 | 109.55K |
APPLE INCSOLE | COM | 19.44K | SH | $5.28M 3.27% | 0.00 | 0.00 | 19.44K |
VANGUARD WELLINGTON FDSOLE | SHORT TRM TAX EX | 49.23K | SH | $5.00M 3.10% | 0.00 | 0.00 | 49.23K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 89.74K | SH | $4.51M 2.79% | 0.00 | 0.00 | 89.74K |
BLACKSTONE SECD LENDING FDSOLE | COMMON STOCK | 110.19K | SH | $2.90M 1.80% | 0.00 | 0.00 | 110.19K |
AMAZON COM INCSOLE | COM | 12.38K | SH | $2.86M 1.77% | 0.00 | 0.00 | 12.38K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 9.82K | SH | $2.85M 1.76% | 0.00 | 0.00 | 9.82K |
ISHARES TRSOLE | TIPS BD ETF | 24.16K | SH | $2.65M 1.64% | 0.00 | 0.00 | 24.16K |
ISHARES INCSOLE | MSCI EQUAL WEITE | 25.64K | SH | $2.65M 1.64% | 0.00 | 0.00 | 25.64K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 35.65K | SH | $2.40M 1.49% | 0.00 | 0.00 | 35.65K |
NVIDIA CORPORATIONSOLE | COM | 11.22K | SH | $2.09M 1.30% | 0.00 | 0.00 | 11.22K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 43.35K | SH | $1.94M 1.20% | 0.00 | 0.00 | 43.35K |
ISHARES INCSOLE | CORE MSCI EMKT | 28.48K | SH | $1.91M 1.19% | 0.00 | 0.00 | 28.48K |
ISHARES INCSOLE | MSCI CDA ETF | 35.18K | SH | $1.90M 1.17% | 0.00 | 0.00 | 35.18K |
ISHARES TRSOLE | CORE MSCI EURO | 26.58K | SH | $1.89M 1.17% | 0.00 | 0.00 | 26.58K |
CROWDSTRIKE HLDGS INCSOLE | CL A | 3.57K | SH | $1.67M 1.04% | 0.00 | 0.00 | 3.57K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 18.73K | SH | $1.66M 1.03% | 0.00 | 0.00 | 18.73K |
ALPHABET INCSOLE | CAP STK CL A | 5.11K | SH | $1.60M 0.99% | 0.00 | 0.00 | 5.11K |
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