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Legacy PCG, LLC

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13F filer, CIK 1952532, IRVINE, CA

Legacy PCG, LLC reported $18,614,396 across 25 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 74.69% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-26-000885

Period
2026-03-31
Reported value
$18.6M
Holdings
25
Top 10 weight
74.69%
New
2
Sold out
44

Largest buys vs the previous quarter

SecurityShares changeApprox. value
TUAnew+22,004$464K

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
VOOreduced-50,892-$30.4M
BNDreduced-146,854-$10.8M
AGGreduced-81,432-$8.08M
VPLreduced-70,350-$6.88M
VGKreduced-78,512-$6.47M

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, Q1 2026

Share positions as resolved from 13F-HR 0001951757-26-000885, largest first. % of portfolio is the value over $18,352,796, 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; 2024Q2: restricted; 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 8,444$5.05M27.49%-50,892Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 26,034$1.92M10.45%-146,854Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 14,152$1.4M7.65%-81,432Timeline
VGKVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 15,879$1.31M7.13%-78,512Timeline
VPLVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 10,713$1.05M5.7%-70,350Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 12,529$768K4.18%-30,819Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 11,883$642K3.5%-97,668Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,174$552K3.01%-17,263Timeline
VWOBVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 8,132$534K2.91%-27,514Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,110$488K2.66%-60,255Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,268$471K2.57%-19,887Timeline
TUASIMPLIFY EXCHANGE TRADED FUNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 22,004 shares 22,004$464K2.53%newTimeline
MLPXGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,968$441K2.4%-15,060Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,765$402K2.19%-22,710Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 579$377K2.05%-8,990Timeline
EUSAISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 3,511$357K1.95%-22,127Timeline
BXSLBLACKSTONE SECD LENDING FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,351 shares; 2024Q4: 119,351 shares; 2025Q1: 128,917 shares; 2025Q2: 128,917 shares; 2025Q3: 128,917 shares; 2025Q4: 110,190 shares; 2026Q1: 14,520 shares 14,520$344K1.87%-95,670Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,172$337K1.83%-8,646Timeline
EWCISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,722$259K1.41%-30,462Timeline
LTPZPIMCO ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 5,005$255K1.39%-19,332Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 426$246K1.34%-1,253Timeline
VGITVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 4,092$244K1.33%-13,485Timeline
BSVVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 2,987$234K1.28%-1,115Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 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 1,230$215K1.17%-9,991Timeline

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$262Knew

Sold out in Q1 2026

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

SecurityShares beforeValue beforeType
VTESVANGUARD WELLINGTON FD49,226$5Mshares
VTEBVANGUARD MUN BD FDS89,736$4.51Mshares
AMZNAMAZON COM INC12,379$2.86Mshares
IEURISHARES TR26,580$1.89Mshares
CRWDCROWDSTRIKE HLDGS INC3,567$1.67Mshares
VNQVANGUARD INDEX FDS18,731$1.66Mshares
GOOGLALPHABET INC5,106$1.6Mshares
MSFTMICROSOFT CORP2,544$1.23Mshares
RSPINVESCO EXCHANGE TRADED FD T5,643$1.08Mshares
DTDWISDOMTREE TR12,056$1.02Mshares
GLDSPDR GOLD TR2,326$922Kshares
EWLISHARES INC13,785$827Kshares
BRK-BBERKSHIRE HATHAWAY INC DEL1,577$793Kshares
TSLATESLA INC1,521$684Kshares
COSTCOSTCO WHOLESALE CORPORATION790$681Kshares
TLHISHARES TR6,514$662Kshares
SPIBSPDR SERIES TRUST19,375$655Kshares
METAMETA PLATFORMS INC947$625Kshares
PLTRPALANTIR TECHNOLOGIES INC3,414$607Kshares
URAGLOBAL X FDS13,447$575Kshares
PAVEGLOBAL X FDS9,443$451Kshares
JPMJPMORGAN CHASE & CO1,393$449Kshares
VCSHVANGUARD SCOTTSDALE FDS5,519$440Kshares
IXCISHARES TR8,838$371Kshares
EPIWISDOMTREE TR7,934$367Kshares
SPHYSPDR SERIES TRUST14,941$354Kshares
OKLOOKLO INC4,639$333Kshares
SMHVANECK ETF TRUST904$326Kshares
DISDISNEY WALT CO2,768$315Kshares
IJHISHARES TR4,602$304Kshares
NFLXNETFLIX INC.3,160$296Kshares
AVGOBROADCOM INC836$289Kshares
VUGVANGUARD INDEX FDS559$273Kshares
GOOGALPHABET INC776$244Kshares
PMLPIMCO MUN INCOME FD II31,025$234Kshares
WMTWALMART INC2,058$229Kshares
HOODROBINHOOD MKTS INC2,022$229Kshares
VGSHVANGUARD SCOTTSDALE FDS3,884$228Kshares
VTIPVANGUARD MALVERN FDS4,518$223Kshares
MAMASTERCARD INCORPORATED379$216Kshares
IJRISHARES TR1,748$210Kshares
UNHUNITEDHEALTH GROUP INC626$207Kshares
SOXXISHARES TR674$203Kshares
STGWSTAGWELL INC31,698$155Kshares

How Q1 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 0001951757-26-000885 base2026-05-15acceptance time not in the bulk data set