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Legacy PCG, LLC

Q1 2026 13F Holdings

  • Location
    irvine, CA
  • Num holdings

    25

  • Value ($000)

    $18,614

  • Date Filed
    05/15/2026
  • Form type
    13F-HR
  • CIK
    0001952532
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$5.05M
27 %

8,444

B
BND

VANGUARD BD INDEX FDS

TOTAL BND MRKT
921937835
$1.92M
10 %

26,034

A
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$1.4M
8 %

14,152

V
VGK

VANGUARD INTL EQUITY INDEX F

FTSE EUROPE ETF
922042874
$1.31M
7 %

15,879

V
VPL

VANGUARD INTL EQUITY INDEX F

FTSE PACIFIC ETF
922042866
$1.05M
6 %

10,713

X
XLE

SELECT SECTOR SPDR TR

STATE STREET ENE
81369Y506
$767.55K
4 %

12,529

V
VWO

VANGUARD INTL EQUITY INDEX F

FTSE EMR MKT ETF
922042858
$642.3K
4 %

11,883

A
AAPL

APPLE INC

COM
037833100
$551.84K
3 %

2,174

V
VWOB

VANGUARD WHITEHALL FDS

EM MK GOV BD ETF
921946885
$534.19K
3 %

8,132

I
IEF

ISHARES TR

7-10 YR TRSY BD
464287440
$487.7K
3 %

5,110

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