Q2 2026 13F · SEC CIK 2116061

Storen Legacy Partners, LLC

Wealth managerFiled 2026-07-17 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $366.8M
Reported positions: 116
Holdings vs S&P 500, 3 yrs: —
Assets under management: $438.3M

Storen Legacy Partners, LLC is a wealth manager that reported 116 positions worth $366.8M in its Q2 2026 13F, filed 2026-07-17. Its largest holdings were Vanguard Index Fds (VOO, 6.2%), Blackrock ETF Trust (DYNF, 5.8%), J P Morgan Exchange Traded F (JAVA, 5.2%).

Storen Legacy Partners, LLC holdings largest 50 of 116 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.

Storen Legacy Partners, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VOOVanguard Index Fds	6.2%	6.2%	33,095	-0.3%	$22.7M
DYNFBlackrock ETF Trust	5.8%	5.6%	314,290	+1.5%	$21.4M
JAVAJ P Morgan Exchange Traded F	5.2%	5.0%	242,201	+8.5%	$19.2M
FBCGFidelity Covington Trust	4.3%	4.1%	252,319	-3.7%	$15.7M
BINCBlackrock ETF Trust II	3.8%	3.7%	266,112	+16.4%	$13.9M
LLYEli Lilly & Co	3.8%	3.0%	11,559	+10.5%	$13.9M
BNDVanguard Bd Index Fds	3.7%	4.4%	187,009	-2.3%	$13.7M
IEMGIshares Inc	3.7%	3.6%	163,083	-1.7%	$13.5M
SCHGSchwab Strategic Tr	3.7%	3.6%	397,800	+1.8%	$13.5M
FBNDFidelity Merrimack Str Tr	3.4%	3.3%	271,750	+16.5%	$12.4M
BAIBlackrock ETF Trust	3.3%	3.8%	226,766	-39.0%	$12.0M
IVVIshares Tr	3.0%	2.6%	14,572	+13.3%	$10.9M
VFMFVanguard Wellington Fd	2.8%	2.9%	57,126	-2.7%	$10.1M
AGGIshares Tr	2.7%	2.7%	100,232	+16.6%	$9.9M
BRTRBlackrock ETF Trust II	2.4%	2.5%	175,613	+11.0%	$8.8M
PWRDTcw ETF Trust	2.3%	2.7%	68,225	-23.2%	$8.4M
EFVIshares Tr	2.3%	1.9%	108,360	+32.4%	$8.3M
TTACAbacus Fcf ETF Tr	2.1%	2.0%	90,360	+0.4%	$7.8M
IWBIshares Tr	2.0%	—	17,830	—	$7.3M
SPYState Str Spdr S&p 500 ETF T	1.8%	1.8%	8,912	+0.7%	$6.7M
ANGLVaneck ETF Trust	1.5%	1.8%	189,347	-2.7%	$5.5M
GOVTIshares Tr	1.4%	1.4%	228,310	+13.2%	$5.2M
IEIIshares Tr	1.4%	1.4%	43,131	+12.1%	$5.1M
FDVVFidelity Covington Trust	1.2%	1.2%	73,536	+2.2%	$4.4M
JIREJpmorgan International Research Enhanced	1.2%	1.2%	53,510	+3.5%	$4.4M
PSFFPacer Fds Tr	1.2%	1.3%	128,302	-3.3%	$4.4M
TLHIshares Tr	1.2%	1.1%	42,372	+19.7%	$4.3M
EMGFIshares Inc	1.2%	1.0%	58,001	+14.7%	$4.2M
AAPLApple Inc	1.1%	1.0%	13,618	+8.3%	$3.9M
IEFAIshares Tr	1.0%	0.9%	37,854	+14.2%	$3.7M
DGROIshares Tr	0.9%	1.0%	41,709	-5.9%	$3.2M
DFRAAbacus Fcf ETF Tr	0.9%	0.9%	104,647	+14.6%	$3.1M
EFAIshares Tr	0.8%	0.9%	30,010	-1.6%	$3.1M
JPMJpmorgan Chase & Co	0.8%	0.7%	8,978	+15.5%	$2.9M
IYGIshares Tr	0.8%	1.1%	31,125	-25.7%	$2.8M
DHRDanaher Corp Del	0.8%	0.9%	14,687	+0.1%	$2.8M
IYKIshares U.s. Consumer Staples ETF	0.7%	1.0%	33,833	-22.4%	$2.5M
IAUIshares Gold Tr	0.6%	0.7%	30,432	+22.5%	$2.3M
VBVanguard Index Fds	0.5%	0.5%	6,408	-3.2%	$1.9M
ITAIshares Tr	0.5%	0.5%	7,917	+8.7%	$1.9M
MSFTMicrosoft Corp	0.5%	0.6%	5,128	+3.1%	$1.9M
VCSHVanguard Scottsdale Fds	0.5%	0.6%	24,122	+0.9%	$1.9M
IVWIshares Tr	0.5%	0.4%	12,922	+2.2%	$1.8M
AMZNAmazon Com Inc	0.5%	0.4%	7,062	+8.2%	$1.7M
SPLGSpdr Series Trust	0.5%	0.5%	19,148	+0.6%	$1.7M
NVDANvidia Corporation	0.4%	0.4%	7,448	+9.7%	$1.5M
MRSHMarsh & Mclennan Cos	0.4%	0.5%	8,508	+0.0%	$1.4M
PMPhilip Morris Intl Inc	0.4%	0.4%	7,803	-0.4%	$1.4M
PSMRPacer Fds Tr	0.4%	0.4%	43,215	-1.4%	$1.4M
BRK-BBerkshire Hathaway Inc Del	0.3%	—	2,441	—	$1.2M

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

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

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
Quarter	13F value	Positions
Q2 2026	$366.8M	116
Q1 2026	$319.0M	102
Q4 2025	$318.8M	77

Questions about Storen Legacy Partners, LLC's portfolio

What stocks does Storen Legacy Partners, LLC own?

Storen Legacy Partners, LLC's latest 13F, for Q2 2026 and filed Jul 17, 2026, lists 116 positions worth $366.8M. The largest are Vanguard Index Fds (VOO) at 6.2%, Blackrock ETF Trust (DYNF) at 5.8%, J P Morgan Exchange Traded F (JAVA) at 5.2%, Fidelity Covington Trust (FBCG) at 4.3% and Blackrock ETF Trust II (BINC) at 3.8%.

What did Storen Legacy Partners, LLC buy last quarter?

In Q2 2026, Storen Legacy Partners, LLC added Ishares Tr (EFV) (+32.4% shares), Ishares Gold Tr (IAU) (+22.5% shares) and Ishares Tr (TLH) (+19.7% shares), compared with its Q1 2026 filing.

What did Storen Legacy Partners, LLC sell last quarter?

In Q2 2026, Storen Legacy Partners, LLC cut from its top 50 AB Active Etfs Inc (EMOP), cut from its top 50 Capital Group Growth ETF (CGGR), Blackrock ETF Trust (BAI) (-39.0% shares), Ishares Tr (IYG) (-25.7% shares) and Tcw ETF Trust (PWRD) (-23.2% shares), compared with its Q1 2026 filing.

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

13F filings are due 45 days after each quarter ends. Storen Legacy Partners, 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 Storen Legacy Partners, LLC manage?

Storen Legacy Partners, LLC reported $438.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $366.8M.