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Disclosery

13F-HR filed by Storen Legacy Partners, LLC

Storen Legacy Partners, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-03-05, with 77 holding rows worth $318,767,137.

Accession
0002116061-26-000001
Filer
CIK 2116061
Filed
2026-03-05
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 77 entries on the cover page, a total value of $318,767,137 stated on the cover page (in dollars after the unit check, H1), rows summing to $318,767,137 with VALUE read as dollars as filed, 13F file number 028-26746. 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 filedCUSIPClassAmountValueValue read asType
Vanguard S&P 500 ETF922908363COM82,837$51,949,604dollars as filed
ISHARES TR464287465MSCI EAFE ETF430,985$41,387,487dollars as filed
Vanguard Total Bond Market ETF921937835SHS549,681$40,714,839dollars as filed
Schwab U.S. Large-Cap Growth ETF808524300SHS938,072$30,599,895dollars as filed
VANGUARD WELLINGTON FD921935607US MULTIFACTOR201,533$30,375,535dollars as filed
VANECK ETF TRUST92189F437COM569,702$16,729,301dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT305,016$13,564,079dollars as filed
PACER FDS TR69374H568SWAN SOS FD OF356,313$11,519,599dollars as filed
Eli Lilly and Company532457108COM10,546$11,333,205dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS83,903$8,380,241dollars as filed
iShares Core Dividend Growth ETF46434V621SHS109,365$7,592,091dollars as filed
SPY78462F103SHS8,977$6,121,471dollars as filed
Apple Inc037833100COM12,828$3,487,304dollars as filed
Danaher Corporation235851102COM14,674$3,359,172dollars as filed
JPMorgan Chase & Co46625H100COM7,864$2,533,936dollars as filed
Microsoft Corp594918104COM4,979$2,407,992dollars as filed
Vanguard Small-Cap ETF922908751SHS8,853$2,283,672dollars as filed
VANGUARD SCOTTSDALE FDS92206C409COM23,752$1,893,709dollars as filed
Marsh & McLennan Companies,Inc.571748102COM8,499$1,576,804dollars as filed
Amazon.com, Inc023135106COM6,715$1,549,956dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS16,947$1,359,483dollars as filed
NVIDIA Corp67066G104COM7,239$1,350,149dollars as filed
PACER FDS TR69374H519SWA MOD APR ETF44,195$1,317,055dollars as filed
Philip Morris International Inc.718172109COM7,787$1,249,099dollars as filed
Berkshire Hathaway Inc084670702COM2,442$1,227,471dollars as filed
ISHARES MSCI USA QUALITY FACTOR ETF46432F339ETF5,613$1,114,920dollars as filed
DBX ETF TR233051200XTRACK MSCI EAFE21,642$1,041,220dollars as filed
FORTIVE CORP COM34959J108Stock18,479$1,020,250dollars as filed
ISHARES TR CORE S&P 500 ETF464287200SHS1,301$891,029dollars as filed
IJH464287507COM12,773$843,024dollars as filed
INVESCO QQQ TR46090E103COM1,337$821,149dollars as filed
Schwab U.S. Small-Cap ETF808524607SHS28,123$800,942dollars as filed
Altria Group Inc02209S103COM12,552$723,773dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM2,245$702,577dollars as filed
3M CO COM88579Y101Stock4,349$696,343dollars as filed
Broadcom Inc.11135F101COM1,967$680,674dollars as filed
SCHD808524797COM23,307$639,305dollars as filed
Mondelez International,Inc. Class A609207105COM11,500$619,064dollars as filed
NRG ENERGY INC COM NEW629377508Stock3,691$587,773dollars as filed
INVESCO EXCHANGE TRADED FD T46137V605DJ INDL AVG DV9,315$532,266dollars as filed
FIDELITY COVINGTON TRUST316092782VLU FACTOR ETF6,693$483,703dollars as filed
PNC FINL SVCS GROUP INC COM693475105Stock2,248$469,220dollars as filed
VERALTO CORP COM SHS92338C103Stock4,359$434,941dollars as filed
Procter & Gamble Co742718109COM2,995$429,165dollars as filed
PepsiCo,Inc.713448108COM2,823$405,157dollars as filed
OREILLY AUTOMOTIVE INC COM67103H107Stock4,440$404,972dollars as filed
CORTEVA INC COM22052L104Stock6,033$404,371dollars as filed
Oracle Corporation68389X105COM1,969$383,829dollars as filed
PACER FDS TR69374H485SWAN SOS MODRTE12,247$376,686dollars as filed
Bristol-Myers Squibb Company110122108COM6,934$373,994dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM1,140$357,694dollars as filed
EQUITY RESIDENTIAL29476L107SH BEN INT5,390$339,786dollars as filed
Tesla Motors, Inc88160R101COM729$327,846dollars as filed
iShares MSCI USA Momentum Factor ETF46432F396SHS1,270$317,894dollars as filed
RALLIANT CORP750940108COM6,159$313,555dollars as filed
Schwab U.S. Large-Cap ETF808524201SHS11,374$306,065dollars as filed
Cisco Systems,Inc.17275R102COM3,866$297,792dollars as filed
Salesforce.com, Inc79466L302COM1,085$287,385dollars as filed
VONTIER CORPORATION928881101COM7,385$274,574dollars as filed
iShares Russell 2000 ETF464287655SHS1,107$272,499dollars as filed
MasterCard, Inc57636Q104COM475$271,371dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK550$260,521dollars as filed
MASCO CORP574599106COM3,994$253,459dollars as filed
Walmart Inc.931142103COM2,272$253,124dollars as filed
Caterpillar Inc.149123101COM441$252,772dollars as filed
iShares MSCI USA Min Vol Factor ETF46429B697SHS2,633$247,923dollars as filed
AbbVie,Inc.00287Y109COM1,080$246,775dollars as filed
KIMBERLY-CLARK CORP COM494368103Stock2,442$246,368dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS2,768$231,797dollars as filed
Intuitive Surgical,Inc.46120E602COM383$216,916dollars as filed
CME Group Inc. Class A12572Q105COM776$211,910dollars as filed
SPDR SERIES TRUST78464A474ST SHOR CORP ETF6,999$211,358dollars as filed
Visa Inc92826C839COM593$207,971dollars as filed
Elevance Health, Inc.036752103COM592$207,452dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF6,314$206,767dollars as filed
ISHARES TR46429B663CORE HIGH DV ETF1,656$201,370dollars as filed
Medtronic PlcG5960L103COM2,089$200,697dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0002116061-26-000001this filing2026-03-05acceptance time not in the bulk data set