StockDriftsStockDriftsTop 50 Storen Legacy Partners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 6.2% | 33.1K | $22.7M | -0.32%(-105) | $619.76(+14.73%) | 2026-06-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.83% | 314.3K | $21.4M | +1.49%(+4.61K) | $59.54(+17.61%) | 2026-06-30 | |
| JAVA | J P MORGAN EXCHANGE TRADED F | 5.24% | 242.2K | $19.2M | +8.48%(+18.93K) | $71.98(+16.42%) | 2026-06-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 4.27% | 252.3K | $15.7M | -3.73%(-9.78K) | $52.48(+18.96%) | 2026-06-30 | |
| BINC | BLACKROCK ETF TRUST II | 3.8% | 266.1K | $13.9M | +16.42%(+37.53K) | $52.31(-0.59%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 3.78% | 11.6K | $13.9M | +10.49%(+1.10K) | $930.63(+32.05%) | 2026-06-30 | |
| BND | VANGUARD BD INDEX FDS | 3.74% | 187.0K | $13.7M | -2.33%(-4.47K) | $74.22(-2.60%) | 2026-06-30 | |
| IEMG | ISHARES INC | 3.68% | 163.1K | $13.5M | -1.70%(-2.82K) | $68.49(+17.14%) | 2026-06-30 | |
| SCHG | SCHWAB STRATEGIC TR | 3.67% | 397.8K | $13.5M | +1.79%(+7.01K) | $32.23(+11.00%) | 2026-06-30 | |
| FBND | FIDELITY MERRIMACK STR TR | 3.37% | 271.8K | $12.4M | +16.49%(+38.46K) | $45.78(-1.87%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (2 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +11.50% |
| Top 20 Holdings Unweighted | — | — | — | — | +8.61% |
Storen Legacy Partners, LLC reports $366.80M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are VOO (6.2%), DYNF (5.8%) and JAVA (5.2%). The top 20 holdings account for 68.16% of reported assets. Its disclosed equity book has returned +11.50% cumulatively over 2 quarters. 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 Storen Legacy Partners, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2116061). View Storen Legacy Partners, LLC’s 13F filings on SEC