Legacy PCG, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Legacy PCG, LLC reported 61 stock positions worth $156.2 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 23.4% of the portfolio, followed by Vanguard Total Bond Market (BND, 7.5%) and iShares Core U.S. Aggregate (AGG, 6.2%). Compared with Q1 2025, it opened 10 new positions, sold out of 4, added to 22 and reduced 20. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +13%) and the biggest sale PIMCO 15+ YR US Tips Indx (LTPZ, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001952532
- Portfolio Value
- $156.2M (Q2 2025)
- SEC Filing
- 0001951757-25-000904 ↗ filed Jul 22, 2025
Holdings Value
Holdings 61 stocks · $156.2M
| VOO Vanguard S&P 500 ETF | 23.43% | 64,417 | $36.6M | Add +13.1% |
| BND Vanguard Total Bond Market | 7.53% | 159,676 | $11.8M | Add +1.7% |
| AGG iShares Core U.S. Aggregate | 6.23% | 98,150 | $9.7M | Reduce -7.2% |
| VGK Vanguard Ftse Europe ETF | 4.81% | 96,981 | $7.5M | Add +5.5% |
| VPL Vanguard Ftse Pacific ETF | 4.46% | 84,732 | $7.0M | Add +1.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.30% | 10,869 | $6.7M | Reduce -3.6% |
| IEF iShares 7-10 Year Treasury B | 3.82% | 62,239 | $6.0M | Add +9.0% |
| VWO Vanguard Ftse Emerging Marke | 3.59% | 113,279 | $5.6M | Reduce -2.1% |
| VTES Vanguard SH Term Tax-Ex Bond | 2.87% | 44,419 | $4.5M | Add +7.5% |
| AAPL Apple Inc. | 2.60% | 19,777 | $4.1M | Reduce -7.8% |
| BXSL Blackstone Secured Lending F | 2.54% | 128,917 | $4.0M | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.38% | 75,737 | $3.7M | Add +4.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.85% | 10,324 | $2.9M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 1.75% | 12,430 | $2.7M | Add +4.6% |
| EUSA iShares MSCI USA Equal Weigh | 1.67% | 26,262 | $2.6M | New |
| VWOB Vanguard Emerg MKTS Gov BND | 1.51% | 36,003 | $2.4M | Add +7.4% |
| IEUR iShares Core MSCI Europe ETF | 1.34% | 31,675 | $2.1M | No change |
| XLE SS Energy Select Sector | 1.26% | 23,144 | $2.0M | Add +4.4% |
| TLH iShares 10-20 Year Treasury | 1.21% | 18,550 | $1.9M | Add +22.3% |
| IEMG iShares Core MSCI Emerging | 1.18% | 30,705 | $1.8M | Reduce -0.4% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.14% | 3,488 | $1.8M | Add +6.7% |
| EWC iShares MSCI Canada ETF | 1.08% | 36,653 | $1.7M | Reduce -10.2% |
| URA Global X Uranium ETF | 1.06% | 42,664 | $1.7M | Add +31.2% |
| NVDA Nvidia Corp. | 1.02% | 10,126 | $1.6M | Add +8.6% |
| VGIT Vanguard Intermediate-Term T | 0.98% | 25,575 | $1.5M | Reduce -48.7% |
| VCIT Vanguard Int-Term Corporate | 0.91% | 17,062 | $1.4M | New |
| MSFT Microsoft Corp. | 0.85% | 2,673 | $1.3M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.84% | 2,391 | $1.3M | Reduce -27.4% |
| LTPZ PIMCO 15+ YR US Tips Indx | 0.76% | 22,702 | $1.2M | Reduce -56.0% |
| MLPX Global X MLP & Energy Infras | 0.74% | 18,537 | $1.2M | Add +1.0% |
| DTD Wisdomtree US Total Dividend | 0.72% | 14,070 | $1.1M | Reduce -9.6% |
| RSP Invesco S&P 500 Equal Weight | 0.72% | 6,150 | $1.1M | Reduce -55.9% |
| VNQ Vanguard Real Estate ETF | 0.64% | 11,309 | $1.0M | Add +15.3% |
| GLD SPDR Gold Shares | 0.61% | 3,136 | $956K | Add +2.0% |
| GOOGL Alphabet Inc. Class A | 0.58% | 5,106 | $900K | Add +0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 1,692 | $822K | No change |
| COST Costco Wholesale Corp. | 0.50% | 793 | $785K | Add +2.6% |
| EWL iShares MSCI Switzerland ETF | 0.50% | 14,130 | $774K | New |
| SPIB SS SPDR P Int C Corp. ETF | 0.49% | 22,793 | $765K | Reduce -37.7% |
| META Meta Platforms Inc. Class A | 0.44% | 929 | $686K | Add +1.1% |
| TSLA Tesla Inc. | 0.38% | 1,876 | $596K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 4,704 | $583K | Reduce -18.3% |
| PAVE Global X US Infrastructure | 0.33% | 11,745 | $512K | Reduce -29.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.28% | 5,491 | $437K | Reduce -17.7% |
| NFLX Netflix Inc. | 0.27% | 316 | $423K | No change |
| IJH iShares Core S&P Midcap ETF | 0.27% | 6,726 | $417K | Reduce -1.0% |
| JPM JPMorgan Chase & Co. | 0.26% | 1,393 | $404K | Reduce -0.7% |
| SPHY SS SPDR P High Yield ETF | 0.25% | 16,659 | $396K | New |
| EPI Wisdomtree India Earnings | 0.24% | 7,870 | $374K | New |
| IXC iShares Global Energy ETF | 0.22% | 8,838 | $347K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.21% | 4,157 | $327K | Reduce -37.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.18% | 659 | $289K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 2,038 | $278K | New |
| SMH Vaneck Semiconductor ETF | 0.17% | 958 | $267K | Add +0.4% |
| DKNG Draftkings Inc. Class A | 0.15% | 5,325 | $228K | New |
| VGSH Vanguard Short-Term Treasury | 0.15% | 3,884 | $228K | No change |
| VTIP Vanguard Short-Term Tips | 0.15% | 4,518 | $227K | Reduce -13.2% |
| AVGO Broadcom Inc. | 0.14% | 792 | $218K | New |
| MA Mastercard Inc. Class A | 0.14% | 379 | $213K | No change |
| ABNB Airbnb Inc. Class A | 0.13% | 1,520 | $201K | New |
| WMT Walmart Inc. | 0.13% | 2,055 | $201K | New |
Portfolio Sells Q1 2025 → Q2 2025
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -56.0% | 0.76% | −1.23 |
| AGG iShares Core U.S. Aggregate | Reduce -7.2% | 6.23% | −1.15 |
| VGIT Vanguard Intermediate-Term T | Reduce -48.7% | 0.98% | −1.11 |
| RSP Invesco S&P 500 Equal Weight | Reduce -55.9% | 0.72% | −0.99 |
| AAPL Apple Inc. | Reduce -7.8% | 2.60% | −0.76 |
| SPIB SS SPDR P Int C Corp. ETF | Reduce -37.7% | 0.49% | −0.37 |
| IEI iShares 3-7 Year Treasury Bo | Sold out | 0.00% | −0.27 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -27.4% | 0.84% | −0.25 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.18 |
| TIP iShares Tips Bond ETF | Sold out | 0.00% | −0.16 |
| BSV Vanguard Short-Term Bond ETF | Reduce -37.1% | 0.21% | −0.16 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.6% | 4.30% | −0.15 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.15 |
| DTD Wisdomtree US Total Dividend | Reduce -9.6% | 0.72% | −0.13 |
| PAVE Global X US Infrastructure | Reduce -29.8% | 0.33% | −0.12 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.1% | 3.59% | −0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -17.7% | 0.28% | −0.09 |
| EWC iShares MSCI Canada ETF | Reduce -10.2% | 1.08% | −0.09 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.5% | 1.85% | −0.08 |
| VTIP Vanguard Short-Term Tips | Reduce -13.2% | 0.15% | −0.04 |
| DIS The Walt Disney Co. | Reduce -18.3% | 0.37% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.0% | 0.27% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.4% | 1.18% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -0.7% | 0.26% | +0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +13.1% | 23.43% | +2.79 |
| EUSA iShares MSCI USA Equal Weigh | New | 1.67% | +1.67 |
| VCIT Vanguard Int-Term Corporate | New | 0.91% | +0.91 |
| URA Global X Uranium ETF | Add +31.2% | 1.06% | +0.53 |
| EWL iShares MSCI Switzerland ETF | New | 0.50% | +0.50 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +6.7% | 1.14% | +0.32 |
| NVDA Nvidia Corp. | Add +8.6% | 1.02% | +0.31 |
| VGK Vanguard Ftse Europe ETF | Add +5.5% | 4.81% | +0.26 |
| SPHY SS SPDR P High Yield ETF | New | 0.25% | +0.25 |
| EPI Wisdomtree India Earnings | New | 0.24% | +0.24 |
| VPL Vanguard Ftse Pacific ETF | Add +1.6% | 4.46% | +0.20 |
| PLTR Palantir Technologies Inc. Class A | New | 0.18% | +0.18 |
| AMZN Amazon.com Inc. | Add +4.6% | 1.75% | +0.15 |
| DKNG Draftkings Inc. Class A | New | 0.15% | +0.15 |
| MSFT Microsoft Corp. | Add +0.2% | 0.85% | +0.15 |
| AVGO Broadcom Inc. | New | 0.14% | +0.14 |
| ABNB Airbnb Inc. Class A | New | 0.13% | +0.13 |
| WMT Walmart Inc. | New | 0.13% | +0.13 |
| TLH iShares 10-20 Year Treasury | Add +22.3% | 1.21% | +0.10 |
| META Meta Platforms Inc. Class A | Add +1.1% | 0.44% | +0.07 |
| SMH Vaneck Semiconductor ETF | Add +0.4% | 0.17% | +0.03 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 0.58% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +15.3% | 0.64% | +0.02 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +7.4% | 1.51% | −0.01 |
| GLD SPDR Gold Shares | Add +2.0% | 0.61% | −0.01 |
| COST Costco Wholesale Corp. | Add +2.6% | 0.50% | −0.01 |
| IEF iShares 7-10 Year Treasury B | Add +9.0% | 3.82% | −0.03 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +7.5% | 2.87% | −0.06 |
| MLPX Global X MLP & Energy Infras | Add +1.0% | 0.74% | −0.08 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +4.4% | 2.38% | −0.16 |
| XLE SS Energy Select Sector | Add +4.4% | 1.26% | −0.20 |
| BND Vanguard Total Bond Market | Add +1.7% | 7.53% | −0.60 |
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 |