§ 13F · FUND PROFILE
Legacy PCG, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $166.8T (13F)Positions · 67Turnover · — · Q3Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
No new positions
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q3 2025
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q3 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 62K | $38.2T | 22.9% | — |
| 2 | BND | VANGUARD BD INDEX FDS | 173K | $12.9T | 7.7% | — |
| 3 | AGG | ISHARES TR | 98K | $9.8T | 5.9% | — |
| 4 | VGK | VANGUARD INTL EQUITY INDEX F | 98K | $7.8T | 4.7% | — |
| 5 | VPL | VANGUARD INTL EQUITY INDEX F | 85K | $7.4T | 4.5% | — |
| 6 | SPY | SPDR S&P 500 ETF TR | 11K | $7.1T | 4.2% | — |
| 7 | IEF | ISHARES TR | 64K | $6.2T | 3.7% | — |
| 8 | VWO | VANGUARD INTL EQUITY INDEX F | 113K | $6.1T | 3.7% | — |
| 9 | VTES | VANGUARD WELLINGTON FD | 51K | $5.2T | 3.1% | — |
| 10 | AAPL | APPLE INC | 20K | $5.0T | 3.0% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LEGACY SIGNAL
AC read
Legacy PCG, LLC is a Other fund managing $166769.9 trillion in assets. The fund runs a portfolio of 67 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed