§ 13F · FUND PROFILE
Storen Legacy Partners, LLC.
AUM · $367M (13F)Positions · 116Turnover · n/a · Q2Filed · Jul 17, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$12M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | 33K | $23M | — | ±0% |
| 2 | DYNF | BLACKROCK ETF TRUST | 314K | $21M | — | +1% |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | 242K | $19M | — | +8% |
| 4 | FBCG | FIDELITY COVINGTON TRUST | 252K | $16M | — | −4% |
| 5 | BINC | BLACKROCK ETF TRUST II | 266K | $14M | — | +16% |
| 6 | LLY | ELI LILLY & CO | 12K | $14M | — | +10% |
| 7 | BND | VANGUARD BD INDEX FDS | 187K | $14M | — | −2% |
| 8 | IEMG | ISHARES INC | 163K | $14M | — | −2% |
| 9 | SCHG | SCHWAB STRATEGIC TR | 398K | $13M | — | +2% |
| 10 | FBND | FIDELITY MERRIMACK STR TR | 272K | $12M | — | +16% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE STOREN SIGNAL
AC read
Storen Legacy Partners, LLC is a institutional fund managing $367 million in assets. The fund runs a portfolio of 116 positions.
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