MGO Private Wealth, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location irvine, CACIK 0001952532Alternate names Legacy PCG, LLCAll SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
25 | $18.62M | VOO, BND, AGG, VGK | 13F-HR | May 15, 2026 | 000195175726000885 | ||
67 | $161.51M | VOO, BND, AGG, VGK | 13F-HR | Feb 10, 2026 | 000195175726000402 | ||
67 | $166.77M | VOO, BND, AGG, VGK | 13F-HR | Nov 14, 2025 | 000195175725001428 | ||
61 | $156.19M | VOO, BND, AGG, VGK | 13F-HR | Jul 22, 2025 | 000195175725000904 | ||
55 | $141.79M | VOO, BND, AGG, VGK | 13F-HR | Apr 21, 2025 | 000195175725000388 | ||
58 | $140.56M | VOO, BND, AGG, VANGUARD SCOTTSDALE FDS | 13F-HR | Feb 10, 2025 | 000195175725000217 | ||
60 | $140.5M | VOO, VANGUARD SCOTTSDALE FDS, AGG, BND | 13F-HR | Nov 8, 2024 | 000195175724001194 | ||
82 | $159.2M | VOO, VANGUARD SCOTTSDALE FDS, AGG, BND | 13F-HR | Aug 2, 2024 | 000195175724000644 | ||
80 | $159.36M | VOO, VANGUARD SCOTTSDALE FDS, AGG, BND | 13F-HR | Apr 18, 2024 | 000195175724000324 | ||
74 | $145.47M | VOO, AGG, BND, VANGUARD SCOTTSDALE FDS | 13F-HR | Feb 5, 2024 | 000195175724000197 | ||
68 | $133.94M | VOO, BND, VPL, VGK | 13F-HR | Nov 1, 2023 | 000195175723000669 | ||
68 | $132.84M | VOO, BND, SPY, VGK | 13F-HR | Jul 13, 2023 | 000195175723000337 | ||
73 | $127.58M | VOO, BND, SPY, VGK | 13F-HR | Apr 17, 2023 | 000195175723000170 | ||
128 | $219.13M | SPY, VOO, BND, BSV | 13F-HR | Feb 2, 2023 | 000195253223000001 | ||
130 | $210.24M | SPY, BSV, AGG, BND | 13F-HR | Nov 14, 2022 | 000195253222000001 |