Filed: 3/5/2026ACC: 0002116061-26-000001
📋 What this filing means
STOREN LEGACY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 77 equity positions with a total reported market value of $318.77M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
77
Positions
$318.77M
Total AUM (reported)
4.10M
Total Shares
Allocation by class
S&P 500 ETF SHS$51.95M16.3%
MSCI EAFE ETF$41.39M13.0%
TOTAL BND MRKT$40.71M12.8%
COM$38.01M11.9%
US LCAP GR ETF$30.60M9.6%
US MULTIFACTOR$30.38M9.5%
FALLEN ANGEL HG$16.73M5.2%
Portfolio Concentration
Top 3$134.05M42.1%
4–10$122.50M38.4%
11–25$39.31M12.3%
Rest$22.90M7.2%
Top 3 weight
42.1%
Top 10 weight
80.5%
Voting Authority Distribution
Total shares with voting rights: 4.10M
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
4.10M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole77
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings77
Rows:
VANGUARD INDEX FDS
SOLEShares82.84K
TypeSH
Market value$51.95M
16.30%
Sole
0.00
Shared
0.00
None
82.84K
ISHARES TR
SOLEShares430.99K
TypeSH
Market value$41.39M
12.98%
Sole
0.00
Shared
0.00
None
430.99K
VANGUARD BD INDEX FDS
SOLEShares549.68K
TypeSH
Market value$40.71M
12.77%
Sole
0.00
Shared
0.00
None
549.68K
SCHWAB STRATEGIC TR
SOLEShares938.07K
TypeSH
Market value$30.60M
9.60%
Sole
0.00
Shared
0.00
None
938.07K
VANGUARD WELLINGTON FD
SOLEShares201.53K
TypeSH
Market value$30.38M
9.53%
Sole
0.00
Shared
0.00
None
201.53K
VANECK ETF TRUST
SOLEShares569.70K
TypeSH
Market value$16.73M
5.25%
Sole
0.00
Shared
0.00
None
569.70K
CAPITAL GROUP GROWTH ETF
SOLEShares305.02K
TypeSH
Market value$13.56M
4.26%
Sole
0.00
Shared
0.00
None
305.02K
PACER FDS TR
SOLEShares356.31K
TypeSH
Market value$11.52M
3.61%
Sole
0.00
Shared
0.00
None
356.31K
ELI LILLY & CO
SOLEShares10.55K
TypeSH
Market value$11.33M
3.56%
Sole
0.00
Shared
0.00
None
10.55K
ISHARES TR
SOLEShares83.90K
TypeSH
Market value$8.38M
2.63%
Sole
0.00
Shared
0.00
None
83.90K
ISHARES TR
SOLEShares109.36K
TypeSH
Market value$7.59M
2.38%
Sole
0.00
Shared
0.00
None
109.36K
SPDR S&P 500 ETF TR
SOLEShares8.98K
TypeSH
Market value$6.12M
1.92%
Sole
0.00
Shared
0.00
None
8.98K
APPLE INC
SOLEShares12.83K
TypeSH
Market value$3.49M
1.09%
Sole
0.00
Shared
0.00
None
12.83K
DANAHER CORPORATION
SOLEShares14.67K
TypeSH
Market value$3.36M
1.05%
Sole
0.00
Shared
0.00
None
14.67K
JPMORGAN CHASE & CO
SOLEShares7.86K
TypeSH
Market value$2.53M
0.79%
Sole
0.00
Shared
0.00
None
7.86K
MICROSOFT CORP
SOLEShares4.98K
TypeSH
Market value$2.41M
0.76%
Sole
0.00
Shared
0.00
None
4.98K
VANGUARD INDEX FDS
SOLEShares8.85K
TypeSH
Market value$2.28M
0.72%
Sole
0.00
Shared
0.00
None
8.85K
VANGUARD SCOTTSDALE FDS
SOLEShares23.75K
TypeSH
Market value$1.89M
0.59%
Sole
0.00
Shared
0.00
None
23.75K
MARSH & MCLENNAN COS INC
SOLEShares8.50K
TypeSH
Market value$1.58M
0.49%
Sole
0.00
Shared
0.00
None
8.50K
AMAZON COM INC
SOLEShares6.71K
TypeSH
Market value$1.55M
0.49%
Sole
0.00
Shared
0.00
None
6.71K
SPDR SERIES TRUST
SOLEShares16.95K
TypeSH
Market value$1.36M
0.43%
Sole
0.00
Shared
0.00
None
16.95K
NVIDIA CORPORATION
SOLEShares7.24K
TypeSH
Market value$1.35M
0.42%
Sole
0.00
Shared
0.00
None
7.24K
PACER FDS TR
SOLEShares44.20K
TypeSH
Market value$1.32M
0.41%
Sole
0.00
Shared
0.00
None
44.20K
PHILIP MORRIS INTL INC
SOLEShares7.79K
TypeSH
Market value$1.25M
0.39%
Sole
0.00
Shared
0.00
None
7.79K
BERKSHIRE HATHAWAY INC DEL
SOLEShares2.44K
TypeSH
Market value$1.23M
0.39%
Sole
0.00
Shared
0.00
None
2.44K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 82.84K | SH | $51.95M 16.30% | 0.00 | 0.00 | 82.84K |
ISHARES TRSOLE | MSCI EAFE ETF | 430.99K | SH | $41.39M 12.98% | 0.00 | 0.00 | 430.99K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 549.68K | SH | $40.71M 12.77% | 0.00 | 0.00 | 549.68K |
SCHWAB STRATEGIC TRSOLE | US LCAP GR ETF | 938.07K | SH | $30.60M 9.60% | 0.00 | 0.00 | 938.07K |
VANGUARD WELLINGTON FDSOLE | US MULTIFACTOR | 201.53K | SH | $30.38M 9.53% | 0.00 | 0.00 | 201.53K |
VANECK ETF TRUSTSOLE | FALLEN ANGEL HG | 569.70K | SH | $16.73M 5.25% | 0.00 | 0.00 | 569.70K |
CAPITAL GROUP GROWTH ETFSOLE | SHS CREATION UNI | 305.02K | SH | $13.56M 4.26% | 0.00 | 0.00 | 305.02K |
PACER FDS TRSOLE | SWAN SOS FD OF | 356.31K | SH | $11.52M 3.61% | 0.00 | 0.00 | 356.31K |
ELI LILLY & COSOLE | COM | 10.55K | SH | $11.33M 3.56% | 0.00 | 0.00 | 10.55K |
ISHARES TRSOLE | CORE US AGGBD ET | 83.90K | SH | $8.38M 2.63% | 0.00 | 0.00 | 83.90K |
ISHARES TRSOLE | CORE DIV GRWTH | 109.36K | SH | $7.59M 2.38% | 0.00 | 0.00 | 109.36K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 8.98K | SH | $6.12M 1.92% | 0.00 | 0.00 | 8.98K |
APPLE INCSOLE | COM | 12.83K | SH | $3.49M 1.09% | 0.00 | 0.00 | 12.83K |
DANAHER CORPORATIONSOLE | COM | 14.67K | SH | $3.36M 1.05% | 0.00 | 0.00 | 14.67K |
JPMORGAN CHASE & COSOLE | COM | 7.86K | SH | $2.53M 0.79% | 0.00 | 0.00 | 7.86K |
MICROSOFT CORPSOLE | COM | 4.98K | SH | $2.41M 0.76% | 0.00 | 0.00 | 4.98K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 8.85K | SH | $2.28M 0.72% | 0.00 | 0.00 | 8.85K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 23.75K | SH | $1.89M 0.59% | 0.00 | 0.00 | 23.75K |
MARSH & MCLENNAN COS INCSOLE | COM | 8.50K | SH | $1.58M 0.49% | 0.00 | 0.00 | 8.50K |
AMAZON COM INCSOLE | COM | 6.71K | SH | $1.55M 0.49% | 0.00 | 0.00 | 6.71K |
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 16.95K | SH | $1.36M 0.43% | 0.00 | 0.00 | 16.95K |
NVIDIA CORPORATIONSOLE | COM | 7.24K | SH | $1.35M 0.42% | 0.00 | 0.00 | 7.24K |
PACER FDS TRSOLE | SWAN SOS MODERAT | 44.20K | SH | $1.32M 0.41% | 0.00 | 0.00 | 44.20K |
PHILIP MORRIS INTL INCSOLE | COM | 7.79K | SH | $1.25M 0.39% | 0.00 | 0.00 | 7.79K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 2.44K | SH | $1.23M 0.39% | 0.00 | 0.00 | 2.44K |
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