Legacy PCG, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Legacy PCG, LLC reported 24 stock positions worth $18.4 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 27.5% of the portfolio, followed by Vanguard Total Bond Market (BND, 10.4%) and iShares Core U.S. Aggregate (AGG, 7.7%). Compared with Q4 2025, it opened 1 new position, sold out of 44 and reduced 23. The biggest buy was a new position in Sim St Treas Fut Strat ETF (TUA) and the biggest sale an exit from Vanguard SH Term Tax-Ex Bond (VTES).
- Most Recent 13F
- Q2 2026
- Location
- IRVINE, CA
- CIK
- 0001952532
- Portfolio Value
- $18.4M (Q1 2026)
- SEC Filing
- 0001951757-26-000885 ↗ filed May 15, 2026
Holdings Value
Holdings 24 stocks · $18.4M
| VOO Vanguard S&P 500 ETF | 27.49% | 8,444 | $5.0M | Reduce -85.8% |
| BND Vanguard Total Bond Market | 10.45% | 26,034 | $1.9M | Reduce -84.9% |
| AGG iShares Core U.S. Aggregate | 7.65% | 14,152 | $1.4M | Reduce -85.2% |
| VGK Vanguard Ftse Europe ETF | 7.13% | 15,879 | $1.3M | Reduce -83.2% |
| VPL Vanguard Ftse Pacific ETF | 5.70% | 10,713 | $1.0M | Reduce -86.8% |
| XLE SS Energy Select Sector | 4.18% | 12,529 | $768K | Reduce -71.1% |
| VWO Vanguard Ftse Emerging Marke | 3.50% | 11,883 | $642K | Reduce -89.2% |
| AAPL Apple Inc. | 3.01% | 2,174 | $552K | Reduce -88.8% |
| VWOB Vanguard Emerg MKTS Gov BND | 2.91% | 8,132 | $534K | Reduce -77.2% |
| IEF iShares 7-10 Year Treasury B | 2.66% | 5,110 | $488K | Reduce -92.2% |
| TIP iShares Tips Bond ETF | 2.57% | 4,268 | $471K | Reduce -82.3% |
| TUA Sim St Treas Fut Strat ETF filed as SIMPLIFY EXCHANGE TRADED FUN | 2.53% | 22,004 | $464K | New |
| MLPX Global X MLP & Energy Infras | 2.40% | 5,968 | $441K | Reduce -71.6% |
| IEMG iShares Core MSCI Emerging | 2.19% | 5,765 | $402K | Reduce -79.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.05% | 579 | $377K | Reduce -94.0% |
| EUSA iShares MSCI USA Equal Weigh | 1.95% | 3,511 | $357K | Reduce -86.3% |
| BXSL Blackstone Secured Lending F | 1.87% | 14,520 | $344K | Reduce -86.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.83% | 1,172 | $337K | Reduce -88.1% |
| EWC iShares MSCI Canada ETF | 1.41% | 4,722 | $259K | Reduce -86.6% |
| LTPZ PIMCO 15+ YR US Tips Indx | 1.39% | 5,005 | $255K | Reduce -79.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.34% | 426 | $246K | Reduce -74.6% |
| VGIT Vanguard Intermediate-Term T | 1.33% | 4,092 | $244K | Reduce -76.7% |
| BSV Vanguard Short-Term Bond ETF | 1.28% | 2,987 | $234K | Reduce -27.2% |
| NVDA Nvidia Corp. | 1.17% | 1,230 | $215K | Reduce -89.0% |
Options reported separately and not counted above: NVIDIA CORPORATION puts ($262K).
Portfolio Sells Q4 2025 → Q1 2026
| VTES Vanguard SH Term Tax-Ex Bond | Sold out | 0.00% | −3.10 |
| VTEB Vanguard Tax-Exempt Bond ETF | Sold out | 0.00% | −2.79 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -94.0% | 2.05% | −1.99 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −1.77 |
| IEF iShares 7-10 Year Treasury B | Reduce -92.2% | 2.66% | −1.23 |
| IEUR iShares Core MSCI Europe ETF | Sold out | 0.00% | −1.17 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −1.04 |
| VNQ Vanguard Real Estate ETF | Sold out | 0.00% | −1.03 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.99 |
| MSFT Microsoft Corp. | Sold out | 0.00% | −0.76 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.67 |
| DTD Wisdomtree US Total Dividend | Sold out | 0.00% | −0.63 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.57 |
| EWL iShares MSCI Switzerland ETF | Sold out | 0.00% | −0.51 |
| BRK.B Berkshire Hathaway Inc. Class B | Sold out | 0.00% | −0.49 |
| TSLA Tesla Inc. | Sold out | 0.00% | −0.42 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.42 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.41 |
| SPIB SS SPDR P Int C Corp. ETF | Sold out | 0.00% | −0.41 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.39 |
| PLTR Palantir Technologies Inc. Class A | Sold out | 0.00% | −0.38 |
| URA Global X Uranium ETF | Sold out | 0.00% | −0.36 |
| PAVE Global X US Infrastructure | Sold out | 0.00% | −0.28 |
| JPM JPMorgan Chase & Co. | Sold out | 0.00% | −0.28 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.27 |
| AAPL Apple Inc. | Reduce -88.8% | 3.01% | −0.26 |
| IXC iShares Global Energy ETF | Sold out | 0.00% | −0.23 |
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −0.23 |
| SPHY SS SPDR P High Yield ETF | Sold out | 0.00% | −0.22 |
| OKLO Oklo Inc. | Sold out | 0.00% | −0.21 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.20 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.20 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.19 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.18 |
| AVGO Broadcom Inc. | Sold out | 0.00% | −0.18 |
| VUG Vanguard Mrngstar GR ETF-Sui | Sold out | 0.00% | −0.17 |
| GOOG Alphabet Inc. Class C | Sold out | 0.00% | −0.15 |
| VWO Vanguard Ftse Emerging Marke | Reduce -89.2% | 3.50% | −0.15 |
| PML PIMCO Municipal Income FD II | Sold out | 0.00% | −0.14 |
| WMT Walmart Inc. | Sold out | 0.00% | −0.14 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.14 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.14 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.14 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.13 |
| IJR iShares Core S&P Small-Cap E | Sold out | 0.00% | −0.13 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.13 |
| NVDA Nvidia Corp. | Reduce -89.0% | 1.17% | −0.13 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.13 |
| STGW Stagwell Inc. | Sold out | 0.00% | −0.10 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -88.1% | 1.83% | +0.07 |
Portfolio Buys Q4 2025 → Q1 2026
| TUA Sim St Treas Fut Strat ETF | New | 2.53% | +2.53 |
Options Activity Q4 2025 → Q1 2026
| NVIDIA CORPORATION | put | New | 1,500 | $262K |
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 |