Legacy PCG, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 21, 2025), Legacy PCG, LLC reported 55 stock positions worth $141.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 20.6% of the portfolio, followed by Vanguard Total Bond Market (BND, 8.1%) and iShares Core U.S. Aggregate (AGG, 7.4%). Compared with Q4 2024, it opened 2 new positions, sold out of 5, added to 22 and reduced 20. The biggest buy was iShares 7-10 Year Treasury B (IEF, shares +294%) and the biggest sale Vanguard Intermediate-Term T (VGIT, shares −59%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001952532
- Portfolio Value
- $141.8M (Q1 2025)
- SEC Filing
- 0001951757-25-000388 ↗ filed Apr 21, 2025
Holdings Value
Holdings 55 stocks · $141.8M
| VOO Vanguard S&P 500 ETF | 20.64% | 56,949 | $29.3M | Reduce -1.5% |
| BND Vanguard Total Bond Market | 8.13% | 156,982 | $11.5M | Add +3.1% |
| AGG iShares Core U.S. Aggregate | 7.38% | 105,791 | $10.5M | Reduce -1.1% |
| VGK Vanguard Ftse Europe ETF | 4.55% | 91,954 | $6.5M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.45% | 11,274 | $6.3M | Reduce -1.9% |
| VPL Vanguard Ftse Pacific ETF | 4.26% | 83,390 | $6.0M | Reduce -0.8% |
| IEF iShares 7-10 Year Treasury B | 3.84% | 57,109 | $5.4M | Add +294.0% |
| VWO Vanguard Ftse Emerging Marke | 3.69% | 115,743 | $5.2M | Add +8.4% |
| AAPL Apple Inc. | 3.36% | 21,461 | $4.8M | Reduce -8.0% |
| BXSL Blackstone Secured Lending F | 2.94% | 128,917 | $4.2M | Add +8.0% |
| VTES Vanguard SH Term Tax-Ex Bond | 2.93% | 41,306 | $4.2M | Add +64.3% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.54% | 72,527 | $3.6M | Add +7.2% |
| VGIT Vanguard Intermediate-Term T | 2.09% | 49,824 | $3.0M | Reduce -59.2% |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.99% | 51,551 | $2.8M | Add +14.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.93% | 10,585 | $2.7M | Add +3.4% |
| RSP Invesco S&P 500 Equal Weight | 1.70% | 13,931 | $2.4M | Add +106.6% |
| AMZN Amazon.com Inc. | 1.59% | 11,884 | $2.3M | Add +1.9% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.52% | 33,518 | $2.2M | Add +8.1% |
| XLE SS Energy Select Sector | 1.46% | 22,160 | $2.1M | Add +3.3% |
| IEUR iShares Core MSCI Europe ETF | 1.34% | 31,675 | $1.9M | No change |
| EWC iShares MSCI Canada ETF | 1.17% | 40,825 | $1.7M | Add +6.2% |
| IEMG iShares Core MSCI Emerging | 1.17% | 30,825 | $1.7M | No change |
| TLH iShares 10-20 Year Treasury | 1.11% | 15,165 | $1.6M | Add +11.3% |
| QQQ Invesco QQQ Trust Series 1 | 1.09% | 3,295 | $1.5M | Add +111.0% |
| SPIB SS SPDR P Int C Corp. ETF | 0.86% | 36,584 | $1.2M | Reduce -36.3% |
| DTD Wisdomtree US Total Dividend | 0.84% | 15,568 | $1.2M | Reduce -14.1% |
| MLPX Global X MLP & Energy Infras | 0.83% | 18,350 | $1.2M | Reduce -0.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.81% | 3,270 | $1.2M | Add +2.9% |
| NVDA Nvidia Corp. | 0.71% | 9,327 | $1.0M | Reduce -0.2% |
| MSFT Microsoft Corp. | 0.71% | 2,667 | $1.0M | Reduce -4.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 1,692 | $901K | No change |
| VNQ Vanguard Real Estate ETF | 0.63% | 9,811 | $888K | Add +9.0% |
| GLD SPDR Gold Shares | 0.62% | 3,074 | $886K | Add +6.8% |
| GOOGL Alphabet Inc. Class A | 0.56% | 5,105 | $790K | No change |
| URA Global X Uranium ETF | 0.53% | 32,525 | $745K | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.52% | 773 | $731K | Reduce -1.9% |
| PAVE Global X US Infrastructure | 0.45% | 16,739 | $632K | Reduce -24.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 5,756 | $568K | Add +1.3% |
| META Meta Platforms Inc. Class A | 0.37% | 919 | $530K | Reduce -4.7% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.37% | 6,672 | $527K | Reduce -4.7% |
| BSV Vanguard Short-Term Bond ETF | 0.36% | 6,606 | $517K | No change |
| TSLA Tesla Inc. | 0.34% | 1,876 | $486K | Add +11.1% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 6,795 | $396K | No change |
| IEI iShares 3-7 Year Treasury Bo | 0.27% | 3,264 | $386K | Reduce -3.8% |
| IXC iShares Global Energy ETF | 0.26% | 8,838 | $372K | No change |
| JPM JPMorgan Chase & Co. | 0.24% | 1,403 | $344K | No change |
| NFLX Netflix Inc. | 0.21% | 316 | $295K | Reduce -1.9% |
| VTIP Vanguard Short-Term Tips | 0.18% | 5,207 | $260K | Reduce -42.9% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 2,408 | $252K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 659 | $244K | No change |
| TIP iShares Tips Bond ETF | 0.16% | 2,081 | $231K | Reduce -7.5% |
| VGSH Vanguard Short-Term Treasury | 0.16% | 3,884 | $228K | No change |
| UNH Unitedhealth Group Inc. | 0.15% | 399 | $209K | New |
| MA Mastercard Inc. Class A | 0.15% | 379 | $208K | New |
| SMH Vaneck Semiconductor ETF | 0.14% | 954 | $202K | Add +6.7% |
Portfolio Sells Q4 2024 → Q1 2025
| VGIT Vanguard Intermediate-Term T | Reduce -59.2% | 2.09% | −2.95 |
| VOO Vanguard S&P 500 ETF | Reduce -1.5% | 20.64% | −1.51 |
| AAPL Apple Inc. | Reduce -8.0% | 3.36% | −0.79 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -36.3% | 0.86% | −0.48 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 4.45% | −0.34 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.27 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.19 |
| PAVE Global X US Infrastructure | Reduce -24.0% | 0.45% | −0.19 |
| NVDA Nvidia Corp. | Reduce -0.2% | 0.71% | −0.18 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Sold out | 0.00% | −0.16 |
| DKNG Draftkings Inc. Class A | Sold out | 0.00% | −0.15 |
| DTD Wisdomtree US Total Dividend | Reduce -14.1% | 0.84% | −0.13 |
| MSFT Microsoft Corp. | Reduce -4.5% | 0.71% | −0.13 |
| VTIP Vanguard Short-Term Tips | Reduce -42.9% | 0.18% | −0.13 |
| URA Global X Uranium ETF | Reduce -0.3% | 0.53% | −0.10 |
| META Meta Platforms Inc. Class A | Reduce -4.7% | 0.37% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -4.7% | 0.37% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -7.5% | 0.16% | −0.01 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -3.8% | 0.27% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -1.9% | 0.52% | +0.00 |
| NFLX Netflix Inc. | Reduce -1.9% | 0.21% | +0.00 |
| AGG iShares Core U.S. Aggregate | Reduce -1.1% | 7.38% | +0.01 |
| VPL Vanguard Ftse Pacific ETF | Reduce -0.8% | 4.26% | +0.01 |
| MLPX Global X MLP & Energy Infras | Reduce -0.0% | 0.83% | +0.04 |
Portfolio Buys Q4 2024 → Q1 2025
| IEF iShares 7-10 Year Treasury B | Add +294.0% | 3.84% | +2.89 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +64.3% | 2.93% | +1.13 |
| RSP Invesco S&P 500 Equal Weight | Add +106.6% | 1.70% | +0.86 |
| QQQ Invesco QQQ Trust Series 1 | Add +111.0% | 1.09% | +0.52 |
| VGK Vanguard Ftse Europe ETF | Add +1.1% | 4.55% | +0.45 |
| VWO Vanguard Ftse Emerging Marke | Add +8.4% | 3.69% | +0.35 |
| BND Vanguard Total Bond Market | Add +3.1% | 8.13% | +0.34 |
| LTPZ PIMCO 15+ YR US Tips Indx | Add +14.6% | 1.99% | +0.33 |
| BXSL Blackstone Secured Lending F | Add +8.0% | 2.94% | +0.20 |
| XLE SS Energy Select Sector | Add +3.3% | 1.46% | +0.15 |
| UNH Unitedhealth Group Inc. | New | 0.15% | +0.15 |
| MA Mastercard Inc. Class A | New | 0.15% | +0.15 |
| TLH iShares 10-20 Year Treasury | Add +11.3% | 1.11% | +0.14 |
| GLD SPDR Gold Shares | Add +6.8% | 0.62% | +0.13 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +7.2% | 2.54% | +0.13 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +8.1% | 1.52% | +0.12 |
| EWC iShares MSCI Canada ETF | Add +6.2% | 1.17% | +0.07 |
| VNQ Vanguard Real Estate ETF | Add +9.0% | 0.63% | +0.06 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +2.9% | 0.81% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +3.4% | 1.93% | +0.01 |
| SMH Vaneck Semiconductor ETF | Add +6.7% | 0.14% | −0.01 |
| DIS The Walt Disney Co. | Add +1.3% | 0.40% | −0.05 |
| TSLA Tesla Inc. | Add +11.1% | 0.34% | −0.14 |
| AMZN Amazon.com Inc. | Add +1.9% | 1.59% | −0.23 |
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 |