In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 12, 2026), Legacy PCG, LLC reported 26 stock positions worth $20.2 million . Its top holding was Vanguard S&P 500 ETF (VOO) at 28.8% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.2% ) and Vanguard Ftse Europe ETF (VGK, 7.0% ). Compared with Q1 2026, it opened 3 new positions, sold out of 1, added to 3 and reduced 15. The biggest buy was a new position in CrowdStrike Class A (CRWD) and the biggest sale an exit from Blackstone Secured Lending F (BXSL).
Location IRVINE, CA
CIK 0001952532
Portfolio Value $20.2M (Q2 2026) Holdings 26 stocks · $20.2M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2026 VOO Vanguard S&P 500 ETF 8,158 $5.8M Reduce -3.4% BND Vanguard Total Bond Market 28,572 $2.1M Add +9.8% VGK Vanguard Ftse Europe ETF 15,405 $1.4M Reduce -3.0% AGG iShares Core U.S. Aggregate 14,127 $1.4M Reduce -0.2% VPL Vanguard Ftse Pacific ETF 10,402 $1.2M Reduce -2.9% XLE SS Energy Select Sector 12,352 $743K Reduce -1.4% TIP iShares Tips Bond ETF 6,535 $698K Add +53.1% VWO Vanguard Ftse Emerging Marke 11,006 $664K Reduce -7.4% AAPL Apple Inc. 1,525 $470K Reduce -29.9% SPY SS SPDR S&P 500 ETF Trust-US 605 $468K Add +4.5% TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN 22,004 $447K No change IEMG iShares Core MSCI Emerging 5,534 $440K Reduce -4.0% MLPX Global X MLP & Energy Infras 5,916 $435K Reduce -0.9% IEF iShares 7-10 Year Treasury B 4,576 $424K Reduce -10.4% EUSA iShares MSCI USA Equal Weigh 3,511 $414K No change VWOB Vanguard Emerg MKTS Gov BND 6,185 $408K Reduce -23.9% VO Vngrd Mrngstr MD-Cap ETF-Usd 4,480 $371K Reduce -4.4% CRWD CrowdStrike Holdings Inc. Class A 1,620 $365K New QQQ Invesco QQQ Trust Series 1 416 $300K Reduce -2.4% EWC iShares MSCI Canada ETF 4,546 $280K Reduce -3.7% NVDA Nvidia Corp. 1,230 $268K No change AMZN Amazon.com Inc. 909 $253K New VGIT Vanguard Intermediate-Term T 4,092 $238K No change BSV Vanguard Short-Term Bond ETF 2,987 $231K No change LTPZ PIMCO 15+ YR US Tips Indx 4,468 $213K Reduce -10.7% SPHQ Invesco S&P 500 Quality ETF 2,436 $210K New
Options reported separately and not counted above: NVIDIA CORPORATION puts ($326K), BROADCOM INC puts ($211K).
Portfolio Sells Q1 2026 → Q2 2026 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▲ BXSL Blackstone Secured Lending F Sold out 0.00% −1.87 VWOB Vanguard Emerg MKTS Gov BND Reduce -23.9% 2.02% −0.89 AGG iShares Core U.S. Aggregate Reduce -0.2% 6.81% −0.84 AAPL Apple Inc. Reduce -29.9% 2.33% −0.68 IEF iShares 7-10 Year Treasury B Reduce -10.4% 2.10% −0.55 XLE SS Energy Select Sector Reduce -1.4% 3.69% −0.50 LTPZ PIMCO 15+ YR US Tips Indx Reduce -10.7% 1.06% −0.34 MLPX Global X MLP & Energy Infras Reduce -0.9% 2.16% −0.25 VWO Vanguard Ftse Emerging Marke Reduce -7.4% 3.29% −0.21 VGK Vanguard Ftse Europe ETF Reduce -3.0% 7.05% −0.08 EWC iShares MSCI Canada ETF Reduce -3.7% 1.39% −0.02 IEMG iShares Core MSCI Emerging Reduce -4.0% 2.18% −0.01 VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -4.4% 1.84% +0.00 VPL Vanguard Ftse Pacific ETF Reduce -2.9% 5.81% +0.10 QQQ Invesco QQQ Trust Series 1 Reduce -2.4% 1.49% +0.15 VOO Vanguard S&P 500 ETF Reduce -3.4% 28.75% +1.26
Portfolio Buys Q1 2026 → Q2 2026 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2026 % Of Portfolio Change To Portfolio ▼ CRWD CrowdStrike Holdings Inc. Class A New 1.81% +1.81 AMZN Amazon.com Inc. New 1.25% +1.25 SPHQ Invesco S&P 500 Quality ETF New 1.04% +1.04 TIP iShares Tips Bond ETF Add +53.1% 3.46% +0.90 SPY SS SPDR S&P 500 ETF Trust-US Add +4.5% 2.32% +0.27 BND Vanguard Total Bond Market Add +9.8% 10.22% −0.22
Options Activity Q1 2026 → Q2 2026 Security Type Change vs Q1 2026 Underlying Shares Value ▼ NVIDIA CORPORATION put New 1,500 $326K NVIDIA CORPORATION put Sold out 1,500 $262Kbefore exit BROADCOM INC put New 500 $211K
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 26 $20.2M VOO, BND, VGK, AGG, VPL Q1 2026 24 $18.4M VOO, BND, AGG, VGK, VPL Q4 2025 67 $161.5M VOO, BND, AGG, VGK, VPL Q3 2025 67 $166.8M VOO, BND, AGG, VGK, VPL Q2 2025 61 $156.2M VOO, BND, AGG, VGK, VPL Q1 2025 55 $141.8M VOO, BND, AGG, VGK, SPY Q4 2024 58 $140.6M VOO, BND, AGG, VGIT, SPY Q3 2024 60 $140.5M VOO, VGIT, AGG, BND, VGK Q2 2024 82 $159.2M VOO, VGIT, AGG, BND, VUG Q1 2024 80 $159.4M VOO, VGIT, AGG, BND, VGK