Storen Legacy Partners, LLC ETF holdings
Zionsville, IN
Reported $318.1M in 68 ETFs in its Form 13F for June 30, 2026.
ETF value
$318.1M
ETFs held
68
Change from prior quarter
+13.2%
With price moves
ETFs as a share of its 13F
86.7%
of $366.8M
Top 10 of 68 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| VOO | Vanguard S&P 500 ETF | $22.7M | 33,095 | −105 shares |
| DYNF | iShares U.S. Equity Factor Rotation Active ETF | $21.4M | 314,290 | +4,614 shares |
| JAVA | JPMorgan Active Value ETF | $19.2M | 242,201 | +18,932 shares |
| FBCG | Fidelity Blue Chip Growth ETF | $15.7M | 252,319 | −9,780 shares |
| BINC | iShares Flexible Income Active ETF | $13.9M | 266,112 | +37,533 shares |
| BND | Vanguard Total Bond Market ETF | $13.7M | 187,009 | −4,469 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $13.5M | 163,083 | −2,822 shares |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $13.5M | 397,800 | +7,010 shares |
| FBND | Fidelity Total Bond ETF | $12.4M | 271,750 | +38,462 shares |
| BAI | iShares A.I. Innovation and Tech Active ETF | $12.0M | 226,766 | −145,248 shares |
58 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) 0002116061. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Storen Legacy Partners, LLC own?
Storen Legacy Partners, LLC reported 68 ETF positions worth $318.1M in its Form 13F for June 30, 2026. The largest was VOO, at $22.7M.
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.