Legacy PCG, LLC ETF holdings
Irvine, CA
Reported $18.8M in 22 ETFs in its Form 13F for June 30, 2026.
ETF value
$18.8M
ETFs held
22
Change from prior quarter
+9.1%
With price moves
ETFs as a share of its 13F
93.3%
of $20.2M
Top 10 of 22 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $5.8M | 8,158 | −286 shares |
| BND | Vanguard Total Bond Market ETF | $2.1M | 28,572 | +2,538 shares |
| VGK | Vanguard FTSE Europe ETF | $1.4M | 15,405 | −474 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $1.4M | 14,127 | −25 shares |
| VPL | Vanguard FTSE Pacific ETF | $1.2M | 10,402 | −311 shares |
| XLE | State Street Energy Select Sector SPDR ETF | $743K | 12,352 | −177 shares |
| TIP | iShares TIPS Bond ETF | $698K | 6,535 | +2,267 shares |
| VWO | Vanguard FTSE Emerging Markets ETF | $664K | 11,006 | −877 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $468K | 605 | +26 shares |
| TUA | Simplify Short Term Treasury Futures Strategy ETF | $447K | 22,004 | No change |
12 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001952532. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Legacy PCG, LLC own?
Legacy PCG, LLC reported 22 ETF positions worth $18.8M in its Form 13F for June 30, 2026. The largest was VOO, at $5.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.