Storen Legacy Partners, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed March 5, 2026), Storen Legacy Partners, LLC reported 77 stock positions worth $318.8 million. Its top holding was Vanguard S&P 500 ETF (VOO) at 16.3% of the portfolio, followed by iShares MSCI Eafe ETF (EFA, 13.0%) and Vanguard Total Bond Market (BND, 12.8%).
- Most Recent 13F
- Q2 2026
- Location
- ZIONSVILLE, IN
- CIK
- 0002116061
- Portfolio Value
- $318.8M (Q4 2025)
- SEC Filing
- 0002116061-26-000001 ↗ filed Mar 5, 2026
Holdings Value
Holdings 77 stocks · $318.8M
| VOO Vanguard S&P 500 ETF | 16.30% | 82,837 | $51.9M | — |
| EFA iShares MSCI Eafe ETF | 12.98% | 430,985 | $41.4M | — |
| BND Vanguard Total Bond Market | 12.77% | 549,681 | $40.7M | — |
| SCHG Schwab US Large-Cap Growth | 9.60% | 938,072 | $30.6M | — |
| VFMF Vanguard US Multifactor ETF | 9.53% | 201,533 | $30.4M | — |
| ANGL Vaneck Fallen Angel High YLD | 5.25% | 569,702 | $16.7M | — |
| CGGR Cap Group Growth Equity | 4.26% | 305,016 | $13.6M | — |
| PSFF Pacer Swan Sos Fund of Funds | 3.61% | 356,313 | $11.5M | — |
| LLY Eli Lilly & Co. | 3.56% | 10,546 | $11.3M | — |
| AGG iShares Core U.S. Aggregate | 2.63% | 83,903 | $8.4M | — |
| DGRO iShares Core Dividend Growth | 2.38% | 109,365 | $7.6M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.92% | 8,977 | $6.1M | — |
| AAPL Apple Inc. | 1.09% | 12,828 | $3.5M | — |
| DHR Danaher Corp. | 1.05% | 14,674 | $3.4M | — |
| JPM JPMorgan Chase & Co. | 0.79% | 7,864 | $2.5M | — |
| MSFT Microsoft Corp. | 0.76% | 4,979 | $2.4M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.72% | 8,853 | $2.3M | — |
| VCSH Vanguard S/T Corp. Bond ETF | 0.59% | 23,752 | $1.9M | — |
| MRSH Marsh & McLennan Cos | 0.49% | 8,499 | $1.6M | — |
| AMZN Amazon.com Inc. | 0.49% | 6,715 | $1.5M | — |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.43% | 16,947 | $1.4M | — |
| NVDA Nvidia Corp. | 0.42% | 7,239 | $1.4M | — |
| PSMR Pacer Swan Sos Moderate Apr | 0.41% | 44,195 | $1.3M | — |
| PM Philip Morris International | 0.39% | 7,787 | $1.2M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.39% | 2,442 | $1.2M | — |
| QUAL iShares MSCI USA Quality Fac | 0.35% | 5,613 | $1.1M | — |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.33% | 21,642 | $1.0M | — |
| FTV Fortive Corp. | 0.32% | 18,479 | $1.0M | — |
| IVV iShares Core S&P 500 ETF | 0.28% | 1,301 | $891K | — |
| IJH iShares Core S&P Midcap ETF | 0.26% | 12,773 | $843K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 1,337 | $821K | — |
| SCHA Schwab US Small-Cap ETF | 0.25% | 28,123 | $801K | — |
| MO Altria Group Inc. | 0.23% | 12,552 | $724K | — |
| GOOGL Alphabet Inc. Class A | 0.22% | 2,245 | $703K | — |
| MMM 3M Co. | 0.22% | 4,349 | $696K | — |
| AVGO Broadcom Inc. | 0.21% | 1,967 | $681K | — |
| SCHD Schwab US DVD Equity ETF | 0.20% | 23,307 | $639K | — |
| MDLZ Mondelez International Inc. Class A | 0.19% | 11,500 | $619K | — |
| NRG NRG Energy Inc. | 0.18% | 3,691 | $588K | — |
| DJD Invesco Dow Jones Industrial | 0.17% | 9,315 | $532K | — |
| FVAL Fidelity Value Factor ETF | 0.15% | 6,693 | $484K | — |
| PNC PNC Financial Services Group | 0.15% | 2,248 | $469K | — |
| VLTO Veralto Corp. | 0.14% | 4,359 | $435K | — |
| PG The Procter & Gamble Co. | 0.13% | 2,995 | $429K | — |
| PEP Pepsico Inc. | 0.13% | 2,823 | $405K | — |
| ORLY O'reilly Automotive Inc. | 0.13% | 4,440 | $405K | — |
| CTVA Corteva Inc. | 0.13% | 6,033 | $404K | — |
| ORCL Oracle Corp. | 0.12% | 1,969 | $384K | — |
| PSMO Pacer Swan Sos Mod Oct ETF | 0.12% | 12,247 | $377K | — |
| BMY Bristol-Myers Squibb Co. | 0.12% | 6,934 | $374K | — |
| GOOG Alphabet Inc. Class C | 0.11% | 1,140 | $358K | — |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.11% | 5,390 | $340K | — |
| TSLA Tesla Inc. | 0.10% | 729 | $328K | — |
| MTUM iShares MSCI USA Momentum Fa | 0.10% | 1,270 | $318K | — |
| RAL Ralliant Corp. | 0.10% | 6,159 | $314K | — |
| SCHX Schwab US Large-Cap ETF | 0.10% | 11,374 | $306K | — |
| CSCO Cisco Systems Inc. | 0.09% | 3,866 | $298K | — |
| CRM Salesforce Inc. | 0.09% | 1,085 | $287K | — |
| VNT Vontier Corp. | 0.09% | 7,385 | $275K | — |
| IWM iShares Russell 2000 ETF | 0.09% | 1,107 | $272K | — |
| MA Mastercard Inc. Class A | 0.09% | 475 | $271K | — |
| IWF iShares Russell 1000 Growth | 0.08% | 550 | $261K | — |
| MAS Masco Corp. | 0.08% | 3,994 | $253K | — |
| WMT Walmart Inc. | 0.08% | 2,272 | $253K | — |
| CAT Caterpillar Inc. | 0.08% | 441 | $253K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 2,633 | $248K | — |
| ABBV Abbvie Inc. | 0.08% | 1,080 | $247K | — |
| KMB Kimberly-Clark Corp. | 0.08% | 2,442 | $246K | — |
| VCIT Vanguard Int-Term Corporate | 0.07% | 2,768 | $232K | — |
| ISRG Intuitive Surgical Inc. | 0.07% | 383 | $217K | — |
| CME Cme Group Inc. | 0.07% | 776 | $212K | — |
| SPSB SS SPDR P St C Corp. ETF | 0.07% | 6,999 | $211K | — |
| V Visa Inc. Class A | 0.07% | 593 | $208K | — |
| ELV Elevance Health Inc. | 0.07% | 592 | $207K | — |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.06% | 6,314 | $207K | — |
| HDV iShares Core High Dividend E | 0.06% | 1,656 | $201K | — |
| MDT Medtronic PLC | 0.06% | 2,089 | $201K | — |
Portfolio Sells Q4 2025
No earlier filing to compare with.
Portfolio Buys Q4 2025
No earlier filing to compare with.