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Storen Legacy Partners, LLC

Portfolio Manager
Storen Legacy Partners, LLC
Performance
-3.49% (2026 Q1)
AUM (13F)
$318.99M
# of Holdings
102
Performance Rank
Allocation (Top 20)
67.63%

Storen Legacy Partners, LLC Holdings Map

Top 50 Storen Legacy Partners, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
6.22%33.2K$19.8M
-59.92%(-49.64K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 82.8K shares2026-Q1: 33.2K shares
$619.76(+10.50%)
2026-03-31
DYNF
BLACKROCK ETF TRUST
5.65%309.7K$18.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 309.7K shares
$59.50(+12.83%)
2026-03-31
JAVA
J P MORGAN EXCHANGE TRADED F
5.02%223.3K$16.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 223.3K shares
$71.74(+11.77%)
2026-03-31
BND
VANGUARD BD INDEX FDS
4.42%191.5K$14.1M
-65.17%(-358.20K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 549.7K shares2026-Q1: 191.5K shares
$74.22(-1.50%)
2026-03-31
FBCG
FIDELITY COVINGTON TRUST
4.12%262.1K$13.1M
+3816.02%(+255.41K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 6.7K shares2026-Q1: 262.1K shares
$52.48(+16.41%)
2026-03-31
BAI
BLACKROCK ETF TRUST
3.84%372.0K$12.3Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 372.0K shares
$33.13(+41.89%)
2026-03-31
BINC
BLACKROCK ETF TRUST II
3.72%228.6K$11.9Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 228.6K shares
$52.35(-0.42%)
2026-03-31
IEMG
ISHARES INC
3.63%165.9K$11.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 165.9K shares
$68.49(+16.58%)
2026-03-31
SCHG
SCHWAB STRATEGIC TR
3.57%390.8K$11.4M
-58.34%(-547.28K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 938.1K shares2026-Q1: 390.8K shares
$32.26(+5.75%)
2026-03-31
FBND
FIDELITY MERRIMACK STR TR
3.34%233.3K$10.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 233.3K shares
$45.83(-0.79%)
2026-03-31

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