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Q2 2026 13F · SEC CIK 1952532

Legacy PCG, LLC

Wealth managerFiled 2026-08-12 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$20.2M
Reported positions
26
Top holdings a year, 3 yrs
+12.4%
Assets under management
$139.8M

Legacy PCG, LLC is a wealth manager that reported 26 positions worth $20.2M in its Q2 2026 13F, filed 2026-08-12. Its largest holdings were Vanguard Index Fds (VOO, 28.8%), Vanguard Bd Index Fds (BND, 10.2%), Vanguard Ftse Europe ETF (VGK, 7.0%). A portfolio copying its top holdings returned 12.4% a year over the last 3 years, against 20.4% for the S&P 500.

Legacy PCG, LLC holdings all 26 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Legacy PCG, LLC 13F holdings
Stock% of 13F valueShare changeReported value
VOOVanguard Index Fds28.8%-3.4%$5.8M
BNDVanguard Bd Index Fds10.2%+9.7%$2.1M
VGKVanguard Ftse Europe ETF7.0%-3.0%$1.4M
AGGIshares Tr6.8%-0.2%$1.4M
VPLVanguard Intl Equity Index F5.8%-2.9%$1.2M
XLESelect Sector Spdr Tr3.7%-1.4%$743K
TIPIshares Tr3.5%+53.1%$698K
VWOVanguard Intl Equity Index F3.3%-7.4%$664K
AAPLApple Inc2.3%-29.9%$470K
SPYState Str Spdr S&p 500 ETF T2.3%+4.5%$468K
TUASimplify Exchange Traded Fun2.2%+0.0%$447K
IEMGIshares Inc2.2%-4.0%$440K
MLPXGlobal X Fds2.2%-0.9%$435K
IEFIshares Tr2.1%-10.5%$424K
EUSAIshares Inc2.1%+0.0%$414K
VWOBVanguard Whitehall Fds2.0%-23.9%$408K
VOVanguard Index Fds1.8%+282.3%$371K
CRWDCrowdstrike Hldgs Inc1.8%—$365K
QQQInvesco Qqq Tr1.5%-2.3%$300K
EWCIshares Inc1.4%-3.7%$280K
NVDANvidia Corporation1.3%+0.0%$268K
AMZNAmazon Com Inc1.3%—$253K
VGITVanguard Scottsdale Fds1.2%+0.0%$238K
BSVVanguard Bd Index Fds1.1%+0.0%$231K
LTPZPIMCO 15 Year U.S. TIPS Index ETF1.1%-10.7%$213K
SPHQInvesco Exchange Traded Fd T1.0%—$210K

What Legacy PCG, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Added to

Reduced

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year
+13.3% /yr
S&P 500 +20.1%
3 years
+12.4% /yr
S&P 500 +20.4%
5 years
+11.1% /yr
S&P 500 +19.3%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$20.2M26
Q1 2026$18.4M24
Q4 2025$161.5M67
Q3 2025$166.8M67
Q2 2025$156.2M61
Q1 2025$141.8M55
Q4 2024$140.6M58
Q3 2024$140.5M60
Q2 2024$159.2M82
Q1 2024$159.4M80
Q4 2023$145.5M74
Q3 2023$133.9M68

Questions about Legacy PCG, LLC's portfolio

What stocks does Legacy PCG, LLC own?

Legacy PCG, LLC's latest 13F, for Q2 2026 and filed Aug 12, 2026, lists 26 positions worth $20.2M. The largest are Vanguard Index Fds (VOO) at 28.8%, Vanguard Bd Index Fds (BND) at 10.2%, Vanguard Ftse Europe ETF (VGK) at 7.0%, Ishares Tr (AGG) at 6.8% and Vanguard Intl Equity Index F (VPL) at 5.8%.

What did Legacy PCG, LLC buy last quarter?

In Q2 2026, Legacy PCG, LLC added a new position in Crowdstrike Hldgs Inc (CRWD), a new position in Amazon Com Inc (AMZN), a new position in Invesco Exchange Traded Fd T (SPHQ), Vanguard Index Fds (VO) (+282.3% shares), Ishares Tr (TIP) (+53.1% shares) and Vanguard Bd Index Fds (BND) (+9.7% shares), compared with its Q1 2026 filing.

What did Legacy PCG, LLC sell last quarter?

In Q2 2026, Legacy PCG, LLC sold all of Blackstone Secd Lending Fd (BXSL), Apple Inc (AAPL) (-29.9% shares), Vanguard Whitehall Fds (VWOB) (-23.9% shares) and PIMCO 15 Year U.S. TIPS Index ETF (LTPZ) (-10.7% shares), compared with its Q1 2026 filing.

How has Legacy PCG, LLC's portfolio performed?

A portfolio copying Legacy PCG, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +13.3% against +20.1%. Over 5 years: +11.1% a year against +19.3%.

When is Legacy PCG, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Legacy PCG, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Legacy PCG, LLC manage?

Legacy PCG, LLC reported $139.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $20.2M.