StockDriftsStockDriftsTop 26 Legacy Pcg LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 28.75% | 8.2K | $5.8M | -3.39%(-286) | $399.95(+78.19%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 10.22% | 28.6K | $2.1M | +9.75%(+2.54K) | $73.08(-1.13%) | 2026-06-30 | |
| VGK | VANGUARD INTL EQUITY INDEX F | 7.05% | 15.4K | $1.4M | -2.99%(-474) | $54.30(+69.80%) | 2026-06-30 | |
| AGG | ISHARES TR | 6.81% | 14.1K | $1.4M | -0.18%(-25) | $97.74(-0.34%) | 2026-06-30 | |
| VPL | VANGUARD INTL EQUITY INDEX F | 5.81% | 10.4K | $1.2M | -2.90%(-311) | $62.56(+83.40%) | 2026-06-30 | |
| XLE | SELECT SECTOR SPDR TR | 3.69% | 12.4K | $743K | -1.41%(-177) | $41.09(+52.34%) | 2026-06-30 | |
| TIP | ISHARES TR | 3.46% | 6.5K | $698K | +53.12%(+2.27K) | $110.27(-3.10%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 3.29% | 11.0K | $664K | -7.38%(-877) | $39.96(+51.13%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.33% | 1.5K | $470K | -29.85%(-649) | $137.97(+121.33%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.32% | 605 | $468K | +4.49%(+26) | $381.06(+103.47%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (15 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.78% | +35.95% | — | — | +52.86% |
| Top 20 Holdings Unweighted | +9.98% | +33.03% | — | — | +49.38% |
Legacy Pcg LLC reports $20.70M in US-listed equity holdings across 26 positions in its most recent 13F filing. Its largest disclosed positions are VOO (28.8%), BND (10.2%) and VGK (7.0%). The top 20 holdings account for 92.99% of reported assets. Its disclosed equity book has returned +35.95% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Legacy Pcg LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1952532). View Legacy Pcg LLC’s 13F filings on SEC