Storen Legacy Partners, LLC: 13F holdings
CIK 21160612026Q2
| Positions | 116 |
|---|
| Reported value | $366.8m |
|---|
| Filed | 2026-07-17 |
|---|
Change since last quarter
| Positions | 116 (+14 vs prior quarter) |
|---|
| Reported value | $366.8m (+15.0%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VOO VANGUARD INDEX FDS | 33,095 | $22.7m | 6.2% |
| DYNF BLACKROCK ETF TRUST | 314,290 | $21.4m | 5.8% |
| JAVA J P MORGAN EXCHANGE TRADED F | 242,201 | $19.2m | 5.2% |
| FBCG FIDELITY COVINGTON TRUST | 252,319 | $15.7m | 4.3% |
| BINC BLACKROCK ETF TRUST II | 266,112 | $13.9m | 3.8% |
| LLY ELI LILLY & CO | 11,559 | $13.9m | 3.8% |
| BND VANGUARD BD INDEX FDS | 187,009 | $13.7m | 3.7% |
| IEMG ISHARES INC | 163,083 | $13.5m | 3.7% |
| SCHG SCHWAB STRATEGIC TR | 397,800 | $13.5m | 3.7% |
| FBND FIDELITY MERRIMACK STR TR | 271,750 | $12.4m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2116061")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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