STOREN LEGACY PARTNERS, LLC

Filed: 4/22/2026ACC: 0002116061-26-000002

📋 What this filing means

STOREN LEGACY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 102 equity positions with a total reported market value of $318.99M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

102

Positions

$318.99M

Total AUM (reported)

4.75M

Total Shares

Allocation by class

COM$34.16M10.7%

S&P 500 ETF SHS$19.84M6.2%

ISHARES US EQUIT$18.02M5.6%

ACTIVE VALUE ETF$16.02M5.0%

TOTAL BND MRKT$14.10M4.4%

BLUE CHIP GRWTH$13.14M4.1%

ISHARES A I INNO$12.26M3.8%

Portfolio Concentration

Top 3$53.88M16.9%

4–10$84.96M26.6%

11–25$99.90M31.3%

Rest$80.25M25.2%

Top 3 weight

16.9%

Top 10 weight

43.5%

Voting Authority Distribution

Total shares with voting rights: 4.75M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.75M

% of voting shares100.0%

Investment Discretion (by position count)

Sole102

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings102

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares33.20K

TypeSH

Market value$19.84M

6.22%

Sole

0.00

Shared

0.00

None

33.20K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares309.68K

TypeSH

Market value$18.02M

5.65%

Sole

0.00

Shared

0.00

None

309.68K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares223.27K

TypeSH

Market value$16.02M

5.02%

Sole

0.00

Shared

0.00

None

223.27K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares191.48K

TypeSH

Market value$14.10M

4.42%

Sole

0.00

Shared

0.00

None

191.48K

FIDELITY COVINGTON TRUST

SOLE

BLUE CHIP GRWTH

Shares262.10K

TypeSH

Market value$13.14M

4.12%

Sole

0.00

Shared

0.00

None

262.10K

BLACKROCK ETF TRUST

SOLE

ISHARES A I INNO

Shares372.01K

TypeSH

Market value$12.26M

3.84%

Sole

0.00

Shared

0.00

None

372.01K

BLACKROCK ETF TRUST II

SOLE

ISHARES FLEXIBLE

Shares228.58K

TypeSH

Market value$11.87M

3.72%

Sole

0.00

Shared

0.00

None

228.58K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares165.91K

TypeSH

Market value$11.57M

3.63%

Sole

0.00

Shared

0.00

None

165.91K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares390.79K

TypeSH

Market value$11.38M

3.57%

Sole

0.00

Shared

0.00

None

390.79K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares233.29K

TypeSH

Market value$10.64M

3.34%

Sole

0.00

Shared

0.00

None

233.29K

ELI LILLY & CO

SOLE

COM

Shares10.46K

TypeSH

Market value$9.62M

3.02%

Sole

0.00

Shared

0.00

None

10.46K

VANGUARD WELLINGTON FD

SOLE

US MULTIFACTOR

Shares58.70K

TypeSH

Market value$9.10M

2.85%

Sole

0.00

Shared

0.00

None

58.70K

TCW ETF TRUST

SOLE

TRANSFORM SYSTEM

Shares88.82K

TypeSH

Market value$8.68M

2.72%

Sole

0.00

Shared

0.00

None

88.82K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares85.95K

TypeSH

Market value$8.53M

2.67%

Sole

0.00

Shared

0.00

None

85.95K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares12.87K

TypeSH

Market value$8.40M

2.63%

Sole

0.00

Shared

0.00

None

12.87K

BLACKROCK ETF TRUST II

SOLE

ISHARES TOTAL RE

Shares158.25K

TypeSH

Market value$7.94M

2.49%

Sole

0.00

Shared

0.00

None

158.25K

ABACUS FCF ETF TR

SOLE

ABACUS FCF LEADE

Shares90.03K

TypeSH

Market value$6.40M

2.01%

Sole

0.00

Shared

0.00

None

90.03K

AB ACTIVE ETFS INC

SOLE

EMERGING MKTS OP

Shares145.31K

TypeSH

Market value$6.37M

2.00%

Sole

0.00

Shared

0.00

None

145.31K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares81.83K

TypeSH

Market value$6.08M

1.91%

Sole

0.00

Shared

0.00

None

81.83K

SPDR S&P 500 ETF TR

SOLE

TR UNIT

Shares8.85K

TypeSH

Market value$5.76M

1.80%

Sole

0.00

Shared

0.00

None

8.85K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares194.66K

TypeSH

Market value$5.59M

1.75%

Sole

0.00

Shared

0.00

None

194.66K

ISHARES TR

SOLE

US TREAS BD ETF

Shares201.76K

TypeSH

Market value$4.62M

1.45%

Sole

0.00

Shared

0.00

None

201.76K

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares38.46K

TypeSH

Market value$4.56M

1.43%

Sole

0.00

Shared

0.00

None

38.46K

PACER FDS TR

SOLE

SWAN SOS FD OF

Shares132.70K

TypeSH

Market value$4.25M

1.33%

Sole

0.00

Shared

0.00

None

132.70K

FIDELITY COVINGTON TRUST

SOLE

HIGH DIVID ETF

Shares71.98K

TypeSH

Market value$3.98M

1.25%

Sole

0.00

Shared

0.00

None

71.98K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	33.20K	SH	$19.84M 6.22%	33.20K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	309.68K	SH	$18.02M 5.65%	309.68K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	223.27K	SH	$16.02M 5.02%	223.27K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	191.48K	SH	$14.10M 4.42%	191.48K
FIDELITY COVINGTON TRUSTSOLE	BLUE CHIP GRWTH	262.10K	SH	$13.14M 4.12%	262.10K
BLACKROCK ETF TRUSTSOLE	ISHARES A I INNO	372.01K	SH	$12.26M 3.84%	372.01K
BLACKROCK ETF TRUST IISOLE	ISHARES FLEXIBLE	228.58K	SH	$11.87M 3.72%	228.58K
ISHARES INCSOLE	CORE MSCI EMKT	165.91K	SH	$11.57M 3.63%	165.91K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	390.79K	SH	$11.38M 3.57%	390.79K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	233.29K	SH	$10.64M 3.34%	233.29K
ELI LILLY & COSOLE	COM	10.46K	SH	$9.62M 3.02%	10.46K
VANGUARD WELLINGTON FDSOLE	US MULTIFACTOR	58.70K	SH	$9.10M 2.85%	58.70K
TCW ETF TRUSTSOLE	TRANSFORM SYSTEM	88.82K	SH	$8.68M 2.72%	88.82K
ISHARES TRSOLE	CORE US AGGBD ET	85.95K	SH	$8.53M 2.67%	85.95K
ISHARES TRSOLE	CORE S&P500 ETF	12.87K	SH	$8.40M 2.63%	12.87K
BLACKROCK ETF TRUST IISOLE	ISHARES TOTAL RE	158.25K	SH	$7.94M 2.49%	158.25K
ABACUS FCF ETF TRSOLE	ABACUS FCF LEADE	90.03K	SH	$6.40M 2.01%	90.03K
AB ACTIVE ETFS INCSOLE	EMERGING MKTS OP	145.31K	SH	$6.37M 2.00%	145.31K
ISHARES TRSOLE	EAFE VALUE ETF	81.83K	SH	$6.08M 1.91%	81.83K
SPDR S&P 500 ETF TRSOLE	TR UNIT	8.85K	SH	$5.76M 1.80%	8.85K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	194.66K	SH	$5.59M 1.75%	194.66K
ISHARES TRSOLE	US TREAS BD ETF	201.76K	SH	$4.62M 1.45%	201.76K
ISHARES TRSOLE	3 7 YR TREAS BD	38.46K	SH	$4.56M 1.43%	38.46K
PACER FDS TRSOLE	SWAN SOS FD OF	132.70K	SH	$4.25M 1.33%	132.70K
FIDELITY COVINGTON TRUSTSOLE	HIGH DIVID ETF	71.98K	SH	$3.98M 1.25%	71.98K

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