Legacy PCG, LLC

CIK 0001952532 · IRVINE, CA · Quarter end: 2026-06-30 · Filed on: 2026-08-12 · Open the SEC source

Legacy PCG, LLC reported 28 positions worth $20.7M as of June 30, 2026 (13F filed August 12, 2026). Largest holding: VOO (28.0%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$20.7M
2026 Q2
Positions
28
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
71.8%
Est. Net Flow (Q)
2026 Q2
10 / 28 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$5.8M28.00%8,158
2BNDVANGUARD BD INDEX FDSSH$2.1M9.96%28,572
3VGKVANGUARD INTL EQUITY INDEX FSH$1.4M6.87%15,405
4AGGISHARES TRSH$1.4M6.64%14,127
5VPLVANGUARD INTL EQUITY INDEX FSH$1.2M5.66%10,402
6XLESELECT SECTOR SPDR TRSH$743.3K3.59%12,352
7TIPISHARES TRSH$698.3K3.37%6,535
8VWOVANGUARD INTL EQUITY INDEX FSH$664.0K3.21%11,006
9AAPLAPPLE INCSH$470.0K2.27%1,525
10SPYSTATE STR SPDR S&P 500 ETF TSH$467.6K2.26%605

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Legacy PCG, LLC hold as of Q2 2026?

Legacy PCG, LLC reported 28 positions worth $20.7M in its Q2 2026 13F filing. Largest positions: VOO (28.0%), BND (10.0%), VGK (6.9%), AGG (6.6%) and VPL (5.7%).

What did Legacy PCG, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Legacy PCG, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.