Legacy Pcg, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$18.6M
Q ending 2026-03-31
Prior quarter
$161.5M
Q ending 2025-12-31
Change
-88.5% QoQ · -86.9% YoY
Positions
25
reported holdings
Largest positions
All 25 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VOO | Shares | $5.0M | 8K |
| Vanguard Bd Index Fds | BND | Shares | $1.9M | 26K |
| Ishares Tr | AGG | Shares | $1.4M | 14K |
| Vanguard Intl Equity Index F | VGK | Shares | $1.3M | 16K |
| Vanguard Intl Equity Index F | VPL | Shares | $1.0M | 11K |
| Select Sector Spdr Tr | XLE | Shares | $768K | 13K |
| Vanguard Intl Equity Index F | VWO | Shares | $642K | 12K |
| Apple Inc | AAPL | Shares | $552K | 2K |
| Vanguard Whitehall Fds | VWOB | Shares | $534K | 8K |
| Ishares Tr | IEF | Shares | $488K | 5K |
| Ishares Tr | TIP | Shares | $471K | 4K |
| Simplify Exchange Traded Fun | TUA | Shares | $464K | 22K |
| Global X Fds | MLPX | Shares | $441K | 6K |
| Ishares Inc | IEMG | Shares | $402K | 6K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $377K | 579 |
| Ishares Inc | EUSA | Shares | $357K | 4K |
| Blackstone Secd Lending Fd | BXSL | Shares | $344K | 15K |
| Vanguard Index Fds | VO | Shares | $337K | 1K |
| Nvidia Corporation | Put | $262K | 2K | |
| Ishares Inc | EWC | Shares | $259K | 5K |
| Pimco Etf Tr | LTPZ | Shares | $255K | 5K |
| Invesco Qqq Tr | QQQ | Shares | $246K | 426 |
| Vanguard Scottsdale Fds | VGIT | Shares | $244K | 4K |
| Vanguard Bd Index Fds | BSV | Shares | $234K | 3K |
| Nvidia Corporation | NVDA | Shares | $215K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.