Institutional Fund
Storen Legacy Partners, LLC
Zionsville, INCIK 21160612 filings on record
Portfolio Value
$318.99M
Q1 2026
Holdings
102
Reported positions
New Buys
31
Opened this quarter
QoQ Change
+0.1%
from $318.77M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Index Fds6.2%
- Blackrock ETF Trust5.6%
- J P Morgan Exchange Traded F5.0%
- Vanguard Bd Index Fds4.4%
- Fidelity Covington Trust4.1%
- Blackrock ETF Trust3.8%
- Other70.7%
Portfolio Holdings
102 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds | 33.2K | $19.84M | 6.2% | −49.6K | Reduced |
| 2 | Blackrock ETF Trust | 309.7K | $18.02M | 5.6% | +309.7K | New |
| 3 | J P Morgan Exchange Traded F | 223.3K | $16.02M | 5.0% | +223.3K | New |
| 4 | Vanguard Bd Index Fds | 191.5K | $14.10M | 4.4% | −358.2K | Reduced |
| 5 | Fidelity Covington Trust | 262.1K | $13.14M | 4.1% | +262.1K | New |
| 6 | Blackrock ETF Trust | 372.0K | $12.26M | 3.8% | +372.0K | New |
| 7 | Blackrock ETF Trust II | 228.6K | $11.87M | 3.7% | +228.6K | New |
| 8 | Ishares Inc | 165.9K | $11.57M | 3.6% | +165.9K | New |
| 9 | Schwab Strategic Tr | 390.8K | $11.38M | 3.6% | −547.3K | Reduced |
| 10 | Fidelity Merrimack Str Tr | 233.3K | $10.64M | 3.3% | +233.3K | New |
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