STOREN LEGACY PARTNERS, LLC

Filed: 7/17/2026ACC: 0002116061-26-000003

📋 What this filing means

STOREN LEGACY PARTNERS, LLC filed this quarterly 13F‑HR report disclosing 116 equity positions with a total reported market value of $366.80M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

116

Positions

$366.80M

Total AUM (reported)

4.66M

Total Shares

Allocation by class

COM$43.97M12.0%

S&P 500 ETF SHS$22.73M6.2%

ISHARES US EQUIT$21.37M5.8%

ACTIVE VALUE ETF$19.23M5.2%

BLUE CHIP GRWTH$15.67M4.3%

ISHA FLEX IN ETF$13.93M3.8%

TOTAL BND MRKT$13.73M3.7%

Portfolio Concentration

Top 3$63.34M17.3%

4–10$96.53M26.3%

11–25$114.79M31.3%

Rest$92.16M25.1%

Top 3 weight

17.3%

Top 10 weight

43.6%

Voting Authority Distribution

Total shares with voting rights: 4.66M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

4.66M

% of voting shares100.0%

Investment Discretion (by position count)

Sole116

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings116

Rows:

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares33.09K

TypeSH

Market value$22.73M

6.20%

Sole

0.00

Shared

0.00

None

33.09K

BLACKROCK ETF TRUST

SOLE

ISHARES US EQUIT

Shares314.29K

TypeSH

Market value$21.37M

5.83%

Sole

0.00

Shared

0.00

None

314.29K

J P MORGAN EXCHANGE TRADED F

SOLE

ACTIVE VALUE ETF

Shares242.20K

TypeSH

Market value$19.23M

5.24%

Sole

0.00

Shared

0.00

None

242.20K

FIDELITY COVINGTON TRUST

SOLE

BLUE CHIP GRWTH

Shares252.32K

TypeSH

Market value$15.67M

4.27%

Sole

0.00

Shared

0.00

None

252.32K

BLACKROCK ETF TRUST II

SOLE

ISHA FLEX IN ETF

Shares266.11K

TypeSH

Market value$13.93M

3.80%

Sole

0.00

Shared

0.00

None

266.11K

ELI LILLY & CO

SOLE

COM

Shares11.56K

TypeSH

Market value$13.86M

3.78%

Sole

0.00

Shared

0.00

None

11.56K

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares187.01K

TypeSH

Market value$13.73M

3.74%

Sole

0.00

Shared

0.00

None

187.01K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares163.08K

TypeSH

Market value$13.51M

3.68%

Sole

0.00

Shared

0.00

None

163.08K

SCHWAB STRATEGIC TR

SOLE

US LCAP GR ETF

Shares397.80K

TypeSH

Market value$13.46M

3.67%

Sole

0.00

Shared

0.00

None

397.80K

FIDELITY MERRIMACK STR TR

SOLE

TOTAL BD ETF

Shares271.75K

TypeSH

Market value$12.36M

3.37%

Sole

0.00

Shared

0.00

None

271.75K

BLACKROCK ETF TRUST

SOLE

ISHA I IN TE ETF

Shares226.77K

TypeSH

Market value$11.96M

3.26%

Sole

0.00

Shared

0.00

None

226.77K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares14.57K

TypeSH

Market value$10.91M

2.98%

Sole

0.00

Shared

0.00

None

14.57K

VANGUARD WELLINGTON FD

SOLE

US MULTIFACTOR

Shares57.13K

TypeSH

Market value$10.11M

2.76%

Sole

0.00

Shared

0.00

None

57.13K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares100.23K

TypeSH

Market value$9.92M

2.70%

Sole

0.00

Shared

0.00

None

100.23K

BLACKROCK ETF TRUST II

SOLE

ISHA TOTA RE ETF

Shares175.61K

TypeSH

Market value$8.84M

2.41%

Sole

0.00

Shared

0.00

None

175.61K

TCW ETF TRUST

SOLE

TRANS SYSTE ETF

Shares68.22K

TypeSH

Market value$8.39M

2.29%

Sole

0.00

Shared

0.00

None

68.22K

ISHARES TR

SOLE

EAFE VALUE ETF

Shares108.36K

TypeSH

Market value$8.29M

2.26%

Sole

0.00

Shared

0.00

None

108.36K

ABACUS FCF ETF TR

SOLE

LEADERS ETF

Shares90.36K

TypeSH

Market value$7.76M

2.12%

Sole

0.00

Shared

0.00

None

90.36K

ISHARES TR

SOLE

RUS 1000 ETF

Shares17.83K

TypeSH

Market value$7.30M

1.99%

Sole

0.00

Shared

0.00

None

17.83K

STATE STR SPDR S&P 500 ETF T

SOLE

TR UNIT

Shares8.91K

TypeSH

Market value$6.66M

1.81%

Sole

0.00

Shared

0.00

None

8.91K

VANECK ETF TRUST

SOLE

FALLEN ANGEL HG

Shares189.35K

TypeSH

Market value$5.54M

1.51%

Sole

0.00

Shared

0.00

None

189.35K

ISHARES TR

SOLE

US TREAS BD ETF

Shares228.31K

TypeSH

Market value$5.20M

1.42%

Sole

0.00

Shared

0.00

None

228.31K

ISHARES TR

SOLE

3 7 YR TREAS BD

Shares43.13K

TypeSH

Market value$5.07M

1.38%

Sole

0.00

Shared

0.00

None

43.13K

FIDELITY COVINGTON TRUST

SOLE

HIGH DIVID ETF

Shares73.54K

TypeSH

Market value$4.43M

1.21%

Sole

0.00

Shared

0.00

None

73.54K

J P MORGAN EXCHANGE TRADED F

SOLE

INTRNL RES EQT

Shares53.51K

TypeSH

Market value$4.41M

1.20%

Sole

0.00

Shared

0.00

None

53.51K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	33.09K	SH	$22.73M 6.20%	33.09K
BLACKROCK ETF TRUSTSOLE	ISHARES US EQUIT	314.29K	SH	$21.37M 5.83%	314.29K
J P MORGAN EXCHANGE TRADED FSOLE	ACTIVE VALUE ETF	242.20K	SH	$19.23M 5.24%	242.20K
FIDELITY COVINGTON TRUSTSOLE	BLUE CHIP GRWTH	252.32K	SH	$15.67M 4.27%	252.32K
BLACKROCK ETF TRUST IISOLE	ISHA FLEX IN ETF	266.11K	SH	$13.93M 3.80%	266.11K
ELI LILLY & COSOLE	COM	11.56K	SH	$13.86M 3.78%	11.56K
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	187.01K	SH	$13.73M 3.74%	187.01K
ISHARES INCSOLE	CORE MSCI EMKT	163.08K	SH	$13.51M 3.68%	163.08K
SCHWAB STRATEGIC TRSOLE	US LCAP GR ETF	397.80K	SH	$13.46M 3.67%	397.80K
FIDELITY MERRIMACK STR TRSOLE	TOTAL BD ETF	271.75K	SH	$12.36M 3.37%	271.75K
BLACKROCK ETF TRUSTSOLE	ISHA I IN TE ETF	226.77K	SH	$11.96M 3.26%	226.77K
ISHARES TRSOLE	CORE S&P500 ETF	14.57K	SH	$10.91M 2.98%	14.57K
VANGUARD WELLINGTON FDSOLE	US MULTIFACTOR	57.13K	SH	$10.11M 2.76%	57.13K
ISHARES TRSOLE	CORE US AGGBD ET	100.23K	SH	$9.92M 2.70%	100.23K
BLACKROCK ETF TRUST IISOLE	ISHA TOTA RE ETF	175.61K	SH	$8.84M 2.41%	175.61K
TCW ETF TRUSTSOLE	TRANS SYSTE ETF	68.22K	SH	$8.39M 2.29%	68.22K
ISHARES TRSOLE	EAFE VALUE ETF	108.36K	SH	$8.29M 2.26%	108.36K
ABACUS FCF ETF TRSOLE	LEADERS ETF	90.36K	SH	$7.76M 2.12%	90.36K
ISHARES TRSOLE	RUS 1000 ETF	17.83K	SH	$7.30M 1.99%	17.83K
STATE STR SPDR S&P 500 ETF TSOLE	TR UNIT	8.91K	SH	$6.66M 1.81%	8.91K
VANECK ETF TRUSTSOLE	FALLEN ANGEL HG	189.35K	SH	$5.54M 1.51%	189.35K
ISHARES TRSOLE	US TREAS BD ETF	228.31K	SH	$5.20M 1.42%	228.31K
ISHARES TRSOLE	3 7 YR TREAS BD	43.13K	SH	$5.07M 1.38%	43.13K
FIDELITY COVINGTON TRUSTSOLE	HIGH DIVID ETF	73.54K	SH	$4.43M 1.21%	73.54K
J P MORGAN EXCHANGE TRADED FSOLE	INTRNL RES EQT	53.51K	SH	$4.41M 1.20%	53.51K

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