Filed: 5/15/2026ACC: 0001951757-26-000885
📋 What this filing means
LEGACY PCG, LLC filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $18.61M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$18.61M
Total AUM (reported)
192.80K
Total Shares
Allocation by class
S&P 500 ETF SHS$5.05M27.1%
TOTAL BND MRKT$1.92M10.3%
CORE US AGGBD ET$1.40M7.5%
FTSE EUROPE ETF$1.31M7.0%
FTSE PACIFIC ETF$1.05M5.6%
STATE STREET ENE$767.5K4.1%
COM$766.4K4.1%
Portfolio Concentration
Top 3$8.37M45.0%
4–10$5.34M28.7%
11–25$4.91M26.4%
Top 3 weight
45.0%
Top 10 weight
73.6%
Voting Authority Distribution
Total shares with voting rights: 192.80K
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
192.80K
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole25
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings25
Rows:
VANGUARD INDEX FDS
SOLEShares8.44K
TypeSH
Market value$5.05M
27.11%
Sole
0.00
Shared
0.00
None
8.44K
VANGUARD BD INDEX FDS
SOLEShares26.03K
TypeSH
Market value$1.92M
10.30%
Sole
0.00
Shared
0.00
None
26.03K
ISHARES TR
SOLEShares14.15K
TypeSH
Market value$1.40M
7.55%
Sole
0.00
Shared
0.00
None
14.15K
VANGUARD INTL EQUITY INDEX F
SOLEShares15.88K
TypeSH
Market value$1.31M
7.03%
Sole
0.00
Shared
0.00
None
15.88K
VANGUARD INTL EQUITY INDEX F
SOLEShares10.71K
TypeSH
Market value$1.05M
5.62%
Sole
0.00
Shared
0.00
None
10.71K
SELECT SECTOR SPDR TR
SOLEShares12.53K
TypeSH
Market value$767.5K
4.12%
Sole
0.00
Shared
0.00
None
12.53K
VANGUARD INTL EQUITY INDEX F
SOLEShares11.88K
TypeSH
Market value$642.3K
3.45%
Sole
0.00
Shared
0.00
None
11.88K
APPLE INC
SOLEShares2.17K
TypeSH
Market value$551.8K
2.96%
Sole
0.00
Shared
0.00
None
2.17K
VANGUARD WHITEHALL FDS
SOLEShares8.13K
TypeSH
Market value$534.2K
2.87%
Sole
0.00
Shared
0.00
None
8.13K
ISHARES TR
SOLEShares5.11K
TypeSH
Market value$487.7K
2.62%
Sole
0.00
Shared
0.00
None
5.11K
ISHARES TR
SOLEShares4.27K
TypeSH
Market value$471.0K
2.53%
Sole
0.00
Shared
0.00
None
4.27K
SIMPLIFY EXCHANGE TRADED FUN
SOLEShares22K
TypeSH
Market value$464.3K
2.49%
Sole
0.00
Shared
0.00
None
22K
GLOBAL X FDS
SOLEShares5.97K
TypeSH
Market value$441.3K
2.37%
Sole
0.00
Shared
0.00
None
5.97K
ISHARES INC
SOLEShares5.76K
TypeSH
Market value$402.1K
2.16%
Sole
0.00
Shared
0.00
None
5.76K
STATE STR SPDR S&P 500 ETF T
SOLEShares579.00
TypeSH
Market value$376.7K
2.02%
Sole
0.00
Shared
0.00
None
579.00
ISHARES INC
SOLEShares3.51K
TypeSH
Market value$357.3K
1.92%
Sole
0.00
Shared
0.00
None
3.51K
BLACKSTONE SECD LENDING FD
SOLEShares14.52K
TypeSH
Market value$344.0K
1.85%
Sole
0.00
Shared
0.00
None
14.52K
VANGUARD INDEX FDS
SOLEShares1.17K
TypeSH
Market value$336.6K
1.81%
Sole
0.00
Shared
0.00
None
1.17K
NVIDIA CORPORATION
SOLEShares1.50K
TypeSH
Market value$261.6K
1.41%
Sole
0.00
Shared
0.00
None
1.50K
ISHARES INC
SOLEShares4.72K
TypeSH
Market value$258.7K
1.39%
Sole
0.00
Shared
0.00
None
4.72K
PIMCO ETF TR
SOLEShares5K
TypeSH
Market value$255.4K
1.37%
Sole
0.00
Shared
0.00
None
5K
INVESCO QQQ TR
SOLEShares426.00
TypeSH
Market value$245.9K
1.32%
Sole
0.00
Shared
0.00
None
426.00
VANGUARD SCOTTSDALE FDS
SOLEShares4.09K
TypeSH
Market value$243.7K
1.31%
Sole
0.00
Shared
0.00
None
4.09K
VANGUARD BD INDEX FDS
SOLEShares2.99K
TypeSH
Market value$234.2K
1.26%
Sole
0.00
Shared
0.00
None
2.99K
NVIDIA CORPORATION
SOLEShares1.23K
TypeSH
Market value$214.5K
1.15%
Sole
0.00
Shared
0.00
None
1.23K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 8.44K | SH | $5.05M 27.11% | 0.00 | 0.00 | 8.44K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 26.03K | SH | $1.92M 10.30% | 0.00 | 0.00 | 26.03K |
ISHARES TRSOLE | CORE US AGGBD ET | 14.15K | SH | $1.40M 7.55% | 0.00 | 0.00 | 14.15K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EUROPE ETF | 15.88K | SH | $1.31M 7.03% | 0.00 | 0.00 | 15.88K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE PACIFIC ETF | 10.71K | SH | $1.05M 5.62% | 0.00 | 0.00 | 10.71K |
SELECT SECTOR SPDR TRSOLE | STATE STREET ENE | 12.53K | SH | $767.5K 4.12% | 0.00 | 0.00 | 12.53K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 11.88K | SH | $642.3K 3.45% | 0.00 | 0.00 | 11.88K |
APPLE INCSOLE | COM | 2.17K | SH | $551.8K 2.96% | 0.00 | 0.00 | 2.17K |
VANGUARD WHITEHALL FDSSOLE | EM MK GOV BD ETF | 8.13K | SH | $534.2K 2.87% | 0.00 | 0.00 | 8.13K |
ISHARES TRSOLE | 7-10 YR TRSY BD | 5.11K | SH | $487.7K 2.62% | 0.00 | 0.00 | 5.11K |
ISHARES TRSOLE | TIPS BD ETF | 4.27K | SH | $471.0K 2.53% | 0.00 | 0.00 | 4.27K |
SIMPLIFY EXCHANGE TRADED FUNSOLE | SHORT TERM TREA | 22K | SH | $464.3K 2.49% | 0.00 | 0.00 | 22K |
GLOBAL X FDSSOLE | GLB X MLP ENRG I | 5.97K | SH | $441.3K 2.37% | 0.00 | 0.00 | 5.97K |
ISHARES INCSOLE | CORE MSCI EMKT | 5.76K | SH | $402.1K 2.16% | 0.00 | 0.00 | 5.76K |
STATE STR SPDR S&P 500 ETF TSOLE | TR UNIT | 579.00 | SH | $376.7K 2.02% | 0.00 | 0.00 | 579.00 |
ISHARES INCSOLE | MSCI EQUAL WEITE | 3.51K | SH | $357.3K 1.92% | 0.00 | 0.00 | 3.51K |
BLACKSTONE SECD LENDING FDSOLE | COMMON STOCK | 14.52K | SH | $344.0K 1.85% | 0.00 | 0.00 | 14.52K |
VANGUARD INDEX FDSSOLE | MID CAP ETF | 1.17K | SH | $336.6K 1.81% | 0.00 | 0.00 | 1.17K |
NVIDIA CORPORATIONSOLE | PUT | 1.50K | SH | $261.6K 1.41% | 0.00 | 0.00 | 1.50K |
ISHARES INCSOLE | MSCI CDA ETF | 4.72K | SH | $258.7K 1.39% | 0.00 | 0.00 | 4.72K |
PIMCO ETF TRSOLE | 15+ YR US TIPS | 5K | SH | $255.4K 1.37% | 0.00 | 0.00 | 5K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 426.00 | SH | $245.9K 1.32% | 0.00 | 0.00 | 426.00 |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 4.09K | SH | $243.7K 1.31% | 0.00 | 0.00 | 4.09K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 2.99K | SH | $234.2K 1.26% | 0.00 | 0.00 | 2.99K |
NVIDIA CORPORATIONSOLE | COM | 1.23K | SH | $214.5K 1.15% | 0.00 | 0.00 | 1.23K |