Skip to content
Disclosery

Legacy PCG, LLC

Follow

13F filer, CIK 1952532, IRVINE, CA

Legacy PCG, LLC reported $20,702,449 across 28 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-12. Its ten largest share positions make up 73.73% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-001237

Period
2026-06-30
Reported value
$20.7M
Holdings
28
Top 10 weight
73.73%
New
5
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CRWDnew+1,620$365K
VOadded+3,308$274K
AMZNnew+909$253K
TIPadded+2,267$242K
SPHQnew+2,436$210K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
BXSLexited-14,520-$344K
VOOreduced-286-$203K
AAPLreduced-649-$200K
VWOBreduced-1,947-$128K
VWOreduced-877-$52.9K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0001951757-26-001237, largest first. % of portfolio is the value over $20,164,924, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 57,604 shares; 2024Q4: 57,797 shares; 2025Q1: 56,949 shares; 2025Q2: 64,417 shares; 2025Q3: 62,391 shares; 2025Q4: 59,336 shares; 2026Q1: 8,444 shares; 2026Q2: 8,158 shares 8,158$5.8M28.75%-286Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 135,835 shares; 2024Q4: 152,235 shares; 2025Q1: 156,982 shares; 2025Q2: 159,676 shares; 2025Q3: 173,419 shares; 2025Q4: 172,888 shares; 2026Q1: 26,034 shares; 2026Q2: 28,572 shares 28,572$2.06M10.22%+2,538Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 98,971 shares; 2024Q4: 90,912 shares; 2025Q1: 91,954 shares; 2025Q2: 96,981 shares; 2025Q3: 98,312 shares; 2025Q4: 94,391 shares; 2026Q1: 15,879 shares; 2026Q2: 15,405 shares 15,405$1.42M7.05%-474Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 107,625 shares; 2024Q4: 106,941 shares; 2025Q1: 105,791 shares; 2025Q2: 98,150 shares; 2025Q3: 97,745 shares; 2025Q4: 95,584 shares; 2026Q1: 14,152 shares; 2026Q2: 14,127 shares 14,127$1.37M6.81%-25Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 83,462 shares; 2024Q4: 84,049 shares; 2025Q1: 83,390 shares; 2025Q2: 84,732 shares; 2025Q3: 84,524 shares; 2025Q4: 81,063 shares; 2026Q1: 10,713 shares; 2026Q2: 10,402 shares 10,402$1.17M5.81%-311Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 21,047 shares; 2024Q4: 21,443 shares; 2025Q1: 22,160 shares; 2025Q2: 23,144 shares; 2025Q3: 23,224 shares; 2025Q4: 43,348 shares; 2026Q1: 12,529 shares; 2026Q2: 12,352 shares 12,352$743K3.69%-177Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,383 shares; 2024Q4: 2,251 shares; 2025Q1: 2,081 shares; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 24,155 shares; 2026Q1: 4,268 shares; 2026Q2: 6,535 shares 6,535$698K3.46%+2,267Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 103,475 shares; 2024Q4: 106,795 shares; 2025Q1: 115,743 shares; 2025Q2: 113,279 shares; 2025Q3: 112,857 shares; 2025Q4: 109,551 shares; 2026Q1: 11,883 shares; 2026Q2: 11,006 shares 11,006$664K3.29%-877Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 24,109 shares; 2024Q4: 23,322 shares; 2025Q1: 21,461 shares; 2025Q2: 19,777 shares; 2025Q3: 19,526 shares; 2025Q4: 19,437 shares; 2026Q1: 2,174 shares; 2026Q2: 1,525 shares 1,525$470K2.33%-649Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,806 shares; 2024Q4: 11,491 shares; 2025Q1: 11,274 shares; 2025Q2: 10,869 shares; 2025Q3: 10,591 shares; 2025Q4: 9,569 shares; 2026Q1: 579 shares; 2026Q2: 605 shares 605$468K2.32%+26Timeline
TUASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,004 shares; 2026Q2: 22,004 shares 22,004$447K2.22%0Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 32,035 shares; 2024Q4: 30,825 shares; 2025Q1: 30,825 shares; 2025Q2: 30,705 shares; 2025Q3: 30,705 shares; 2025Q4: 28,475 shares; 2026Q1: 5,765 shares; 2026Q2: 5,534 shares 5,534$440K2.18%-231Timeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 14,632 shares; 2024Q4: 18,352 shares; 2025Q1: 18,350 shares; 2025Q2: 18,537 shares; 2025Q3: 18,927 shares; 2025Q4: 21,028 shares; 2026Q1: 5,968 shares; 2026Q2: 5,916 shares 5,916$435K2.16%-52Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,482 shares; 2024Q4: 14,496 shares; 2025Q1: 57,109 shares; 2025Q2: 62,239 shares; 2025Q3: 63,794 shares; 2025Q4: 65,365 shares; 2026Q1: 5,110 shares; 2026Q2: 4,576 shares 4,576$424K2.1%-534Timeline
EUSAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,262 shares; 2025Q3: 26,928 shares; 2025Q4: 25,638 shares; 2026Q1: 3,511 shares; 2026Q2: 3,511 shares 3,511$414K2.05%0Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 25,780 shares; 2024Q4: 31,001 shares; 2025Q1: 33,518 shares; 2025Q2: 36,003 shares; 2025Q3: 35,658 shares; 2025Q4: 35,646 shares; 2026Q1: 8,132 shares; 2026Q2: 6,185 shares 6,185$408K2.02%-1,947Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 10,617 shares; 2024Q4: 10,239 shares; 2025Q1: 10,585 shares; 2025Q2: 10,324 shares; 2025Q3: 10,261 shares; 2025Q4: 9,818 shares; 2026Q1: 1,172 shares; 2026Q2: 4,480 shares 4,480$371K1.84%+3,308Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,169 shares; 2024Q4: 3,177 shares; 2025Q1: 3,270 shares; 2025Q2: 3,488 shares; 2025Q3: 3,647 shares; 2025Q4: 3,567 shares; 2026Q1: not reported; 2026Q2: 1,620 shares 1,620$365K1.81%newTimeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,445 shares; 2024Q4: 1,562 shares; 2025Q1: 3,295 shares; 2025Q2: 2,391 shares; 2025Q3: 2,274 shares; 2025Q4: 1,679 shares; 2026Q1: 426 shares; 2026Q2: 416 shares 416$300K1.49%-10Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 38,923 shares; 2024Q4: 38,441 shares; 2025Q1: 40,825 shares; 2025Q2: 36,653 shares; 2025Q3: 36,975 shares; 2025Q4: 35,184 shares; 2026Q1: 4,722 shares; 2026Q2: 4,546 shares 4,546$280K1.39%-176Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 9,218 shares; 2024Q4: 9,348 shares; 2025Q1: 9,327 shares; 2025Q2: 10,126 shares; 2025Q3: 11,064 shares; 2025Q4: 11,221 shares; 2026Q1: 1,230 shares; 2026Q2: 1,230 shares 1,230$268K1.33%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,607 shares; 2024Q4: 11,667 shares; 2025Q1: 11,884 shares; 2025Q2: 12,430 shares; 2025Q3: 12,823 shares; 2025Q4: 12,379 shares; 2026Q1: not reported; 2026Q2: 909 shares 909$253K1.25%newTimeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 202,441 shares; 2024Q4: 122,049 shares; 2025Q1: 49,824 shares; 2025Q2: 25,575 shares; 2025Q3: 17,577 shares; 2025Q4: 17,577 shares; 2026Q1: 4,092 shares; 2026Q2: 4,092 shares 4,092$238K1.18%0Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,751 shares; 2024Q4: 6,606 shares; 2025Q1: 6,606 shares; 2025Q2: 4,157 shares; 2025Q3: 4,130 shares; 2025Q4: 4,102 shares; 2026Q1: 2,987 shares; 2026Q2: 2,987 shares 2,987$231K1.15%0Timeline
LTPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: 44,966 shares; 2025Q1: 51,551 shares; 2025Q2: 22,702 shares; 2025Q3: 24,344 shares; 2025Q4: 24,337 shares; 2026Q1: 5,005 shares; 2026Q2: 4,468 shares 4,468$213K1.06%-537Timeline
SPHQINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,436 shares 2,436$210K1.04%newTimeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
NVIDIA CORPORATIONNVIDIA CORPORATION PUTput1,500$326Knew
BROADCOM INCBROADCOM INC PUTput500$211Knew

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
BXSLBLACKSTONE SECD LENDING FD14,520$344Kshares
NVIDIA CORPORATIONNVIDIA CORPORATION1,500$262Kput

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-26-001237 base2026-08-12acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001951757-26-001237 Quarter ended 2026-06-302026-08-12acceptance time not in the bulk data set
13F-HR 0001951757-26-000885 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001951757-26-000402 Quarter ended 2025-12-312026-02-10acceptance time not in the bulk data set
13F-HR 0001951757-25-001428 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001951757-25-000904 Quarter ended 2025-06-302025-07-22acceptance time not in the bulk data set
13F-HR 0001951757-25-000388 Quarter ended 2025-03-312025-04-21acceptance time not in the bulk data set
13F-HR 0001951757-25-000217 Quarter ended 2024-12-312025-02-10acceptance time not in the bulk data set
13F-HR 0001951757-24-001194 Quarter ended 2024-09-302024-11-08acceptance time not in the bulk data set
13F-HR 0001951757-24-000644 Quarter ended 2024-06-302024-08-02acceptance time not in the bulk data set
13F-HR 0001951757-24-000324 Quarter ended 2024-03-312024-04-18acceptance time not in the bulk data set
13F-HR 0001951757-24-000197 Quarter ended 2023-12-312024-02-05acceptance time not in the bulk data set
13F-HR 0001951757-23-000669 Quarter ended 2023-09-302023-11-01acceptance time not in the bulk data set
13F-HR 0001951757-23-000337 Quarter ended 2023-06-302023-07-13acceptance time not in the bulk data set
13F-HR 0001951757-23-000170 Quarter ended 2023-03-312023-04-17acceptance time not in the bulk data set
13F-HR 0001952532-23-000001 Quarter ended 2022-12-312023-02-02acceptance time not in the bulk data set
13F-HR 0001952532-22-000001 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set