Legacy PCG, LLC
CIK 1952532 · Holdings on Jun 30, 2026 · First reported Aug 12, 2026
Top ten holdings
Q2 2026- VOO28.75%
- BND10.22%
- VGK7.05%
- AGG6.81%
- VPL5.81%
- XLE3.69%
- TIP3.46%
- VWO3.29%
- AAPL2.33%
- SPY2.32%
Share classes counted separately73.73%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VOOWeight increased · +1.26 pp27.49% → 28.75%Shares -286 (-3.39%)
- TIPWeight increased · +0.89 pp2.57% → 3.46%Shares +2.27K (+53.12%)
- VWOBWeight decreased · -0.89 pp2.91% → 2.02%Shares -1.95K (-23.94%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 26
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $5.80M | 28.75% | 8.16K shares | 27.49% → 28.75%+1.26 pp -286 (-3.39%) | Reduced | ▾ |
| 02 | BNDVANGUARD TOTAL BOND MARKETTOTAL BND MRKT View history and evidence | $2.06M | 10.22% | 28.57K shares | 10.45% → 10.22%-0.23 pp +2.54K (+9.75%) | Added | ▾ |
| 03 | VGKVANGUARD FTSE EUROPE ETFFTSE EUROPE ETF View history and evidence | $1.42M | 7.05% | 15.40K shares | 7.13% → 7.05%-0.08 pp -474 (-2.99%) | Reduced | ▾ |
| 04 | AGGISHARES CORE U.S. AGGREGATECORE US AGGBD ET View history and evidence | $1.37M | 6.81% | 14.13K shares | 7.65% → 6.81%-0.84 pp -25 (-0.18%) | Reduced | ▾ |
| 05 | VPLVANGUARD FTSE PACIFIC ETFFTSE PACIFIC ETF View history and evidence | $1.17M | 5.81% | 10.40K shares | 5.70% → 5.81%+0.11 pp -311 (-2.90%) | Reduced | ▾ |
| 06 | XLESS ENERGY SELECT SECTORST STR ENERG ETF View history and evidence | $743.32K | 3.69% | 12.35K shares | 4.18% → 3.69%-0.49 pp -177 (-1.41%) | Reduced | ▾ |
| 07 | TIPISHARES TIPS BOND ETFTIPS BD ETF View history and evidence | $698.32K | 3.46% | 6.54K shares | 2.57% → 3.46%+0.89 pp +2.27K (+53.12%) | Added | ▾ |
| 08 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $664.00K | 3.29% | 11.01K shares | 3.50% → 3.29%-0.21 pp -877 (-7.38%) | Reduced | ▾ |
| 09 | AAPLAPPLE INC View history and evidence | $469.99K | 2.33% | 1.52K shares | 3.01% → 2.33%-0.68 pp -649 (-29.85%) | Reduced | ▾ |
| 10 | SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | $467.62K | 2.32% | 605 shares | 2.05% → 2.32%+0.27 pp +26 (+4.49%) | Added | ▾ |
Options overlay 2
$537.52K notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
NVDANVIDIA CORPPUT View history and evidence | Put | 1.50K | $326.32K | 0 (0.00%) | ▾ |
AVGOBROADCOM INCPUT View history and evidence | Put | 500 | $211.20K | +500 | ▾ |
2 / 2 options · preview only
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| BXSL BLACKSTONE SECURED LENDING F | Non-derivative | -14,520 | -$343.98K | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1952532 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 20702449
}Take these holdings further.
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