Institutional Fund
Legacy Pcg, LLC
Irvine, CACIK 19525325 filings on record
Portfolio Value
$18.35M
Q1 2026
Holdings
24
Reported positions
New Buys
1
Opened this quarter
QoQ Change
-88.6%
from $161.51M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds27.5%
- Vanguard Bd Index Fds10.4%
- Ishares Tr7.7%
- Vanguard Intl Equity Index F7.1%
- Vanguard Intl Equity Index F5.7%
- Select Sector Spdr Tr4.2%
- Other37.4%
Portfolio Holdings
24 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 8.4K | $5.05M | 27.5% | −50.9K | Reduced |
| 2 | Vanguard Bd Index Fds | 26.0K | $1.92M | 10.4% | −146.9K | Reduced |
| 3 | Ishares Tr | 14.2K | $1.40M | 7.7% | −81.4K | Reduced |
| 4 | Vanguard Intl Equity Index F | 15.9K | $1.31M | 7.1% | −78.5K | Reduced |
| 5 | Vanguard Intl Equity Index F | 10.7K | $1.05M | 5.7% | −70.3K | Reduced |
| 6 | Select Sector Spdr Tr | 12.5K | $767.5K | 4.2% | −30.8K | Reduced |
| 7 | Vanguard Intl Equity Index F | 11.9K | $642.3K | 3.5% | −97.7K | Reduced |
| 8 | Apple Inc | 2.2K | $551.8K | 3.0% | −17.3K | Reduced |
| 9 | Vanguard Whitehall Fds | 8.1K | $534.2K | 2.9% | −27.5K | Reduced |
| 10 | Ishares Tr | 5.1K | $487.7K | 2.7% | −60.3K | Reduced |
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