Legacy PCG, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Legacy PCG, LLC reported 67 stock positions worth $161.5 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 23.0% of the portfolio, followed by Vanguard Total Bond Market (BND, 7.9%) and iShares Core U.S. Aggregate (AGG, 5.9%). Compared with Q3 2025, it opened 2 new positions, sold out of 2, added to 6 and reduced 45. The biggest buy was a new position in iShares Tips Bond ETF (TIP) and the biggest sale an exit from Vanguard Int-Term Corporate (VCIT).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001952532
- Portfolio Value
- $161.5M (Q4 2025)
- SEC Filing
- 0001951757-26-000402 ↗ filed Feb 10, 2026
Holdings Value
Holdings 67 stocks · $161.5M
| VOO Vanguard S&P 500 ETF | 23.04% | 59,336 | $37.2M | Reduce -4.9% |
| BND Vanguard Total Bond Market | 7.93% | 172,888 | $12.8M | Reduce -0.3% |
| AGG iShares Core U.S. Aggregate | 5.91% | 95,584 | $9.5M | Reduce -2.2% |
| VGK Vanguard Ftse Europe ETF | 4.89% | 94,391 | $7.9M | Reduce -4.0% |
| VPL Vanguard Ftse Pacific ETF | 4.54% | 81,063 | $7.3M | Reduce -4.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.04% | 9,569 | $6.5M | Reduce -9.7% |
| IEF iShares 7-10 Year Treasury B | 3.89% | 65,365 | $6.3M | Add +2.5% |
| VWO Vanguard Ftse Emerging Marke | 3.65% | 109,551 | $5.9M | Reduce -2.9% |
| AAPL Apple Inc. | 3.27% | 19,437 | $5.3M | Reduce -0.5% |
| VTES Vanguard SH Term Tax-Ex Bond | 3.10% | 49,226 | $5.0M | Reduce -2.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 2.79% | 89,736 | $4.5M | Reduce -1.7% |
| BXSL Blackstone Secured Lending F | 1.80% | 110,190 | $2.9M | Reduce -14.5% |
| AMZN Amazon.com Inc. | 1.77% | 12,379 | $2.9M | Reduce -3.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.76% | 9,818 | $2.8M | Reduce -4.3% |
| TIP iShares Tips Bond ETF | 1.64% | 24,155 | $2.7M | New |
| EUSA iShares MSCI USA Equal Weigh | 1.64% | 25,638 | $2.7M | Reduce -4.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 1.49% | 35,646 | $2.4M | Reduce -0.0% |
| NVDA Nvidia Corp. | 1.30% | 11,221 | $2.1M | Add +1.4% |
| XLE SS Energy Select Sector | 1.20% | 43,348 | $1.9M | Reduce -6.7% |
| IEMG iShares Core MSCI Emerging | 1.19% | 28,475 | $1.9M | Reduce -7.3% |
| EWC iShares MSCI Canada ETF | 1.17% | 35,184 | $1.9M | Reduce -4.8% |
| IEUR iShares Core MSCI Europe ETF | 1.17% | 26,580 | $1.9M | Reduce -16.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.04% | 3,567 | $1.7M | Reduce -2.2% |
| VNQ Vanguard Real Estate ETF | 1.03% | 18,731 | $1.7M | Add +61.4% |
| GOOGL Alphabet Inc. Class A | 0.99% | 5,106 | $1.6M | No change |
| MLPX Global X MLP & Energy Infras | 0.79% | 21,028 | $1.3M | Add +11.1% |
| LTPZ PIMCO 15+ YR US Tips Indx | 0.78% | 24,337 | $1.3M | Reduce -0.0% |
| MSFT Microsoft Corp. | 0.76% | 2,544 | $1.2M | Reduce -4.1% |
| RSP Invesco S&P 500 Equal Weight | 0.67% | 5,643 | $1.1M | Reduce -4.9% |
| VGIT Vanguard Intermediate-Term T | 0.65% | 17,577 | $1.1M | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.64% | 1,679 | $1.0M | Reduce -26.2% |
| DTD Wisdomtree US Total Dividend | 0.63% | 12,056 | $1.0M | Reduce -0.7% |
| GLD SPDR Gold Shares | 0.57% | 2,326 | $922K | Reduce -26.5% |
| EWL iShares MSCI Switzerland ETF | 0.51% | 13,785 | $827K | Reduce -5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 1,577 | $793K | No change |
| TSLA Tesla Inc. | 0.42% | 1,521 | $684K | No change |
| COST Costco Wholesale Corp. | 0.42% | 790 | $681K | Reduce -0.4% |
| TLH iShares 10-20 Year Treasury | 0.41% | 6,514 | $662K | Reduce -66.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.41% | 19,375 | $655K | No change |
| META Meta Platforms Inc. Class A | 0.39% | 947 | $625K | Reduce -5.3% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 3,414 | $607K | Reduce -4.7% |
| URA Global X Uranium ETF | 0.36% | 13,447 | $575K | Reduce -68.5% |
| PAVE Global X US Infrastructure | 0.28% | 9,443 | $451K | Reduce -2.2% |
| JPM JPMorgan Chase & Co. | 0.28% | 1,393 | $449K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.27% | 5,519 | $440K | Add +0.3% |
| IXC iShares Global Energy ETF | 0.23% | 8,838 | $371K | No change |
| EPI Wisdomtree India Earnings | 0.23% | 7,934 | $367K | Reduce -3.6% |
| SPHY SS SPDR P High Yield ETF | 0.22% | 14,941 | $354K | Reduce -10.3% |
| OKLO Oklo Inc. | 0.21% | 4,639 | $333K | Add +20.9% |
| SMH Vaneck Semiconductor ETF | 0.20% | 904 | $326K | Reduce -2.2% |
| BSV Vanguard Short-Term Bond ETF | 0.20% | 4,102 | $323K | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 2,768 | $315K | Reduce -9.9% |
| IJH iShares Core S&P Midcap ETF | 0.19% | 4,602 | $304K | Reduce -31.6% |
| NFLX Netflix Inc. | 0.18% | 3,160 | $296K | No change |
| AVGO Broadcom Inc. | 0.18% | 836 | $289K | Reduce -8.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 559 | $273K | Reduce -15.2% |
| GOOG Alphabet Inc. Class C | 0.15% | 776 | $244K | New |
| PML PIMCO Municipal Income FD II | 0.14% | 31,025 | $234K | Reduce -4.3% |
| WMT Walmart Inc. | 0.14% | 2,058 | $229K | No change |
| HOOD Robinhood Markets Inc. Class A | 0.14% | 2,022 | $229K | Reduce -15.7% |
| VGSH Vanguard Short-Term Treasury | 0.14% | 3,884 | $228K | No change |
| VTIP Vanguard Short-Term Tips | 0.14% | 4,518 | $223K | No change |
| MA Mastercard Inc. Class A | 0.13% | 379 | $216K | No change |
| IJR iShares Core S&P Small-Cap E | 0.13% | 1,748 | $210K | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.13% | 626 | $207K | No change |
| SOXX iShares Semiconductor ETF | 0.13% | 674 | $203K | Reduce -23.7% |
| STGW Stagwell Inc. | 0.10% | 31,698 | $155K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.87 |
| URA Global X Uranium ETF | Reduce -68.5% | 0.36% | −0.87 |
| TLH iShares 10-20 Year Treasury | Reduce -66.6% | 0.41% | −0.80 |
| BXSL Blackstone Secured Lending F | Reduce -14.5% | 1.80% | −0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.7% | 4.04% | −0.19 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -26.2% | 0.64% | −0.18 |
| IEUR iShares Core MSCI Europe ETF | Reduce -16.1% | 1.17% | −0.13 |
| BUG Global X Cybersecurity ETF | Sold out | 0.00% | −0.12 |
| GLD SPDR Gold Shares | Reduce -26.5% | 0.57% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -31.6% | 0.19% | −0.08 |
| HOOD Robinhood Markets Inc. Class A | Reduce -15.7% | 0.14% | −0.06 |
| MSFT Microsoft Corp. | Reduce -4.1% | 0.76% | −0.06 |
| META Meta Platforms Inc. Class A | Reduce -5.3% | 0.39% | −0.05 |
| XLE SS Energy Select Sector | Reduce -6.7% | 1.20% | −0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.3% | 1.76% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.2% | 1.04% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -7.3% | 1.19% | −0.03 |
| EUSA iShares MSCI USA Equal Weigh | Reduce -4.8% | 1.64% | −0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -15.2% | 0.17% | −0.02 |
| SPHY SS SPDR P High Yield ETF | Reduce -10.3% | 0.22% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -2.9% | 3.65% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -0.4% | 0.42% | −0.02 |
| SOXX iShares Semiconductor ETF | Reduce -23.7% | 0.13% | −0.02 |
| PLTR Palantir Technologies Inc. Class A | Reduce -4.7% | 0.38% | −0.02 |
| DIS The Walt Disney Co. | Reduce -9.9% | 0.20% | −0.02 |
| PML PIMCO Municipal Income FD II | Reduce -4.3% | 0.14% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.9% | 0.67% | −0.01 |
| AVGO Broadcom Inc. | Reduce -8.2% | 0.18% | −0.00 |
| LTPZ PIMCO 15+ YR US Tips Indx | Reduce -0.0% | 0.78% | +0.00 |
| PAVE Global X US Infrastructure | Reduce -2.2% | 0.28% | +0.00 |
| BSV Vanguard Short-Term Bond ETF | Reduce -0.7% | 0.20% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.5% | 0.13% | +0.00 |
| VTES Vanguard SH Term Tax-Ex Bond | Reduce -2.6% | 3.10% | +0.01 |
| EPI Wisdomtree India Earnings | Reduce -3.6% | 0.23% | +0.01 |
| SMH Vaneck Semiconductor ETF | Reduce -2.2% | 0.20% | +0.02 |
| DTD Wisdomtree US Total Dividend | Reduce -0.7% | 0.63% | +0.02 |
| EWL iShares MSCI Switzerland ETF | Reduce -5.2% | 0.51% | +0.03 |
| AGG iShares Core U.S. Aggregate | Reduce -2.2% | 5.91% | +0.04 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -1.7% | 2.79% | +0.05 |
| EWC iShares MSCI Canada ETF | Reduce -4.8% | 1.17% | +0.05 |
| VWOB Vanguard Emerg MKTS Gov BND | Reduce -0.0% | 1.49% | +0.06 |
| AMZN Amazon.com Inc. | Reduce -3.5% | 1.77% | +0.08 |
| VPL Vanguard Ftse Pacific ETF | Reduce -4.1% | 4.54% | +0.09 |
| VOO Vanguard S&P 500 ETF | Reduce -4.9% | 23.04% | +0.13 |
| VGK Vanguard Ftse Europe ETF | Reduce -4.0% | 4.89% | +0.18 |
| BND Vanguard Total Bond Market | Reduce -0.3% | 7.93% | +0.20 |
| AAPL Apple Inc. | Reduce -0.5% | 3.27% | +0.29 |
Portfolio Buys Q3 2025 → Q4 2025
| TIP iShares Tips Bond ETF | New | 1.64% | +1.64 |
| VNQ Vanguard Real Estate ETF | Add +61.4% | 1.03% | +0.39 |
| IEF iShares 7-10 Year Treasury B | Add +2.5% | 3.89% | +0.20 |
| GOOG Alphabet Inc. Class C | New | 0.15% | +0.15 |
| MLPX Global X MLP & Energy Infras | Add +11.1% | 0.79% | +0.08 |
| NVDA Nvidia Corp. | Add +1.4% | 1.30% | +0.06 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +0.3% | 0.27% | +0.01 |
| OKLO Oklo Inc. | Add +20.9% | 0.21% | −0.05 |
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 |