# Legacy PCG, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1952532. Source: https://holderbook.com/funds/1952532-legacy-pcg-llc/

- Reported value: $20.7M
- Positions: 28
- Weight of the ten largest: 71.8%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $5.8M | 8,158 | 28.0% | 16 |
| VANGUARD BD INDEX FDS | [BND](https://holderbook.com/stocks/BND/) | $2.1M | 28,572 | 10.0% | 16 |
| VANGUARD INTL EQUITY INDEX F | [VGK](https://holderbook.com/stocks/VGK/) | $1.4M | 15,405 | 6.9% | 16 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $1.4M | 14,127 | 6.6% | 16 |
| VANGUARD INTL EQUITY INDEX F | [VPL](https://holderbook.com/stocks/VPL/) | $1.2M | 10,402 | 5.7% | 16 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $743.3K | 12,352 | 3.6% | 16 |
| ISHARES TR | [TIP](https://holderbook.com/stocks/TIP/) | $698.3K | 6,535 | 3.4% | 3 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $664.0K | 11,006 | 3.2% | 16 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $470.0K | 1,525 | 2.3% | 16 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $467.6K | 605 | 2.3% | 16 |
| SIMPLIFY EXCHANGE TRADED FUN | [TUA](https://holderbook.com/stocks/TUA/) | $447.1K | 22,004 | 2.2% | 2 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $440.3K | 5,534 | 2.1% | 16 |
| GLOBAL X FDS | [MLPX](https://holderbook.com/stocks/MLPX/) | $435.3K | 5,916 | 2.1% | 16 |
| ISHARES TR | [IEF](https://holderbook.com/stocks/IEF/) | $424.5K | 4,576 | 2.1% | 13 |
| ISHARES INC | [EUSA](https://holderbook.com/stocks/EUSA/) | $414.3K | 3,511 | 2.0% | 5 |
| VANGUARD WHITEHALL FDS | [VWOB](https://holderbook.com/stocks/VWOB/) | $408.0K | 6,185 | 2.0% | 16 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $370.6K | 4,480 | 1.8% | 16 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $364.8K | 1,620 | 1.8% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $326.3K | 0 | 1.6% | 2 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $299.9K | 416 | 1.4% | 16 |
| ISHARES INC | [EWC](https://holderbook.com/stocks/EWC/) | $279.6K | 4,546 | 1.4% | 16 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $267.6K | 1,230 | 1.3% | 10 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $252.8K | 909 | 1.2% | 1 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $238.4K | 4,092 | 1.2% | 13 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $231.4K | 2,987 | 1.1% | 16 |
| PIMCO ETF TR | [LTPZ](https://holderbook.com/stocks/LTPZ/) | $212.9K | 4,468 | 1.0% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $211.2K | 0 | 1.0% | 1 |
| INVESCO EXCHANGE TRADED FD T | [SPHQ](https://holderbook.com/stocks/SPHQ/) | $209.5K | 2,436 | 1.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +7.6% | +14.8% | -7.3% | 100% |
| Q1 2026 | -1.8% | -4.6% | +2.8% | 100% |
| Q4 2025 | +1.2% | +2.4% | -1.2% | 100% |
| Q3 2025 | +5.2% | +7.8% | -2.6% | 100% |
| Q2 2025 | +6.5% | +10.5% | -4.0% | 100% |
| Q1 2025 | -1.0% | -4.6% | +3.5% | 100% |
| Q4 2024 | -1.1% | +2.1% | -3.2% | 100% |
| Q3 2024 | +4.9% | +5.4% | -0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $20.7M | 28 |
| Q1 2026 | $18.6M | 25 |
| Q4 2025 | $161.5M | 67 |
| Q3 2025 | $166.8M | 67 |
| Q2 2025 | $156.2M | 61 |
| Q1 2025 | $141.8M | 55 |
| Q4 2024 | $140.6M | 58 |
| Q3 2024 | $140.5M | 60 |
| Q2 2024 | $159.2M | 82 |
| Q1 2024 | $159.4M | 80 |
| Q4 2023 | $145.5M | 74 |
| Q3 2023 | $133.9M | 68 |