Holdings of Legacy PCG, LLC
22 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 77.3 % of the equity sleeve
Sector breakdown
- Funds 31.1 %
- Technology 4.3 %
- Unattributed 64.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 22 | 17.7M $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Vanguard S&P 500 ETF | 8,444 | 5M $ | |
| 2 | Vanguard Total Bond Market ETF | 26,034 | 1.9M $ | |
| 3 | iShares Core U.S. Aggregate Bond ETF | 14,152 | 1.4M $ | |
| 4 | Vanguard FTSE Europe ETF | 15,879 | 1.3M $ | |
| 5 | Vanguard FTSE Pacific ETF | 10,713 | 1M $ | |
| 6 | Select Sector Spdr Trust | 12,529 | 767.5K $ | |
| 7 | Vanguard International Equity Index Funds | 11,883 | 642.3K $ | |
| 8 | Apple Inc | 2,174 | 551.8K $ | |
| 9 | Vanguard Emerging Markets Government Bond ETF | 8,132 | 534.2K $ | |
| 10 | iShares Trust | 5,110 | 487.7K $ | |
| 11 | iShares TIPS Bond ETF | 4,268 | 471K $ | |
| 12 | Simplify Exchange Traded Funds | 22,004 | 464.3K $ | |
| 13 | Global X Funds | 5,968 | 441.3K $ | |
| 14 | iShares Core MSCI Emerging Markets ETF | 5,765 | 402.1K $ | |
| 15 | State Street SPDR S&P 500 ETF Trust | 579 | 376.7K $ | |
| 16 | Blackstone Secured Lending Fund | 14,520 | 344K $ | |
| 17 | Vanguard Mid-Cap ETF | 1,172 | 336.6K $ | |
| 18 | iShares MSCI Canada ETF | 4,722 | 258.7K $ | |
| 19 | Invesco QQQ Trust Series 1 | 426 | 245.9K $ | |
| 20 | Vanguard Scottsdale Funds | 4,092 | 243.7K $ | |
| 21 | Vanguard Short-term Bond Etf | 2,987 | 234.2K $ | |
| 22 | NVIDIA Corp | 1,230 | 214.5K $ |