13F-HR filed by Legacy PCG, LLC
Legacy PCG, LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-15, with 25 holding rows worth $18,614,396.
- Accession
- 0001951757-26-000885
- Filer
- CIK 1952532
- Filed
- 2026-05-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2026
A holdings report, 25 entries on the cover page, a total value of $18,614,396 stated on the cover page (in dollars after the unit check, H1), rows summing to $18,614,396 with VALUE read as dollars as filed, 13F file number 028-22695. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard S&P 500 ETF | 922908363 | COM | 8,444 | $5,045,712 | dollars as filed | |
| Vanguard Total Bond Market ETF | 921937835 | SHS | 26,034 | $1,917,118 | dollars as filed | |
| iShares Core US Aggregate Bond ETF | 464287226 | SHS | 14,152 | $1,404,869 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 15,879 | $1,308,889 | dollars as filed | |
| Vanguard FTSE Pacific ETF | 922042866 | SHS | 10,713 | $1,046,957 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 12,529 | $767,548 | dollars as filed | |
| VWO | 922042858 | SHS | 11,883 | $642,295 | dollars as filed | |
| Apple Inc | 037833100 | COM | 2,174 | $551,844 | dollars as filed | |
| VANGUARD WHITEHALL FDS | 921946885 | COM | 8,132 | $534,191 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 5,110 | $487,698 | dollars as filed | |
| iShares TIPS Bond ETF | 464287176 | SHS | 4,268 | $470,989 | dollars as filed | |
| SIMPLIFY EXCHANGE TRADED FUN | 82889N657 | N SHORT TERM TREA | 22,004 | $464,284 | dollars as filed | |
| GLOBAL X FDS | 37954Y293 | GLB X MLP ENRG I | 5,968 | $441,290 | dollars as filed | |
| iShares Core MSCI Emerging Markets ETF | 46434G103 | SHS | 5,765 | $402,109 | dollars as filed | |
| SPY | 78462F103 | SHS | 579 | $376,742 | dollars as filed | |
| iShares MSCI USA Equal Weighted ETF | 464286681 | SHS | 3,511 | $357,314 | dollars as filed | |
| BLACKSTONE SECD LENDING FD | 09261X102 | COMMON STOCK | 14,520 | $343,979 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 1,172 | $336,575 | dollars as filed | |
| NVIDIA CORPORATION | 67066G954 | PUT | 1,500 | $261,600 | dollars as filed | put |
| ISHARES INC | 464286509 | MSCI CDA ETF | 4,722 | $258,707 | dollars as filed | |
| PIMCO 15 YEAR US TIPS INDEX F | 72201R304 | 15+ YR US TIPS | 5,005 | $255,405 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 426 | $245,879 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 4,092 | $243,679 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 2,987 | $234,211 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 1,230 | $214,512 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001951757-26-000885 | this filing | 2026-05-15 | acceptance time not in the bulk data set |