MondegarAI
Legacy PCG, LLC

Q2 2025 · 13F-HR

Legacy PCG, LLCholdings as filed

Filed 2025-07-22 · accession 0001951757-25-000904

$156.2M
Reported value
61
Positions
2025-06-30
Period end
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The Brief · Legacy PCG, LLC · Q2 2025

AI · grounded in 13F

Legacy PCG, LLC established a new position in VOO valued at $36.59M. The fund also initiated new holdings in BND for $11.76M and AGG for $9.74M. Additional new positions include VGK at $7.52M, VPL at $6.96M, and SPY at $6.72M. Total assets under management stand at $156.19M across 61 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$36.6M23.4%64,417CommonNONE
921937835BNDVANGUARD BD INDEX FDS$11.8M7.53%159,676CommonNONE
464287226AGGISHARES TR$9.7M6.23%98,150CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$7.5M4.81%96,981CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$7.0M4.46%84,732CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.7M4.30%10,869CommonNONE
464287440IEFISHARES TR$6.0M3.82%62,239CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.6M3.59%113,279CommonNONE
921935870VTESVANGUARD WELLINGTON FD$4.5M2.87%44,419CommonNONE
037833100AAPLAPPLE INC$4.1M2.60%19,777CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$4.0M2.54%128,917CommonNONE
922907746VTEBVANGUARD MUN BD FDS$3.7M2.38%75,737CommonNONE
922908629VOVANGUARD INDEX FDS$2.9M1.85%10,324CommonNONE
023135106AMZNAMAZON COM INC$2.7M1.75%12,430CommonNONE
464286681EUSAISHARES INC$2.6M1.67%26,262CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$2.4M1.51%36,003CommonNONE
46434V738IEURISHARES TR$2.1M1.34%31,675CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$2.0M1.26%23,144CommonNONE
464288653TLHISHARES TR$1.9M1.21%18,550CommonNONE
46434G103IEMGISHARES INC$1.8M1.18%30,705CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.8M1.14%3,488CommonNONE
464286509EWCISHARES INC$1.7M1.08%36,653CommonNONE
37954Y871URAGLOBAL X FDS$1.7M1.06%42,664CommonNONE
67066G104NVDANVIDIA CORPORATION$1.6M1.02%10,126CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.5M0.98%25,575CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$1.4M0.91%17,062CommonNONE
594918104MSFTMICROSOFT CORP$1.3M0.85%2,673CommonNONE
46090E103QQQINVESCO QQQ TR$1.3M0.84%2,391CommonNONE
72201R304LTPZPIMCO ETF TR$1.2M0.76%22,702CommonNONE
37954Y293MLPXGLOBAL X FDS$1.2M0.74%18,537CommonNONE
97717W109DTDWISDOMTREE TR$1.1M0.72%14,070CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.1M0.72%6,150CommonNONE
922908553VNQVANGUARD INDEX FDS$1.0M0.64%11,309CommonNONE
78463V107GLDSPDR GOLD TR$955,9470.61%3,136CommonNONE
02079K305GOOGLALPHABET INC$899,8000.58%5,106CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$821,9230.53%1,692CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$785,0220.50%793CommonNONE
464286749EWLISHARES INC$774,4650.50%14,130CommonNONE
78464A375SPIBSPDR SERIES TRUST$765,3890.49%22,793CommonNONE
30303M102METAMETA PLATFORMS INC$685,6860.44%929CommonNONE
88160R101TSLATESLA INC$595,9300.38%1,876CommonNONE
254687106DISDISNEY WALT CO$583,3900.37%4,704CommonNONE
37954Y673PAVEGLOBAL X FDS$511,8470.33%11,745CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$436,5020.28%5,491CommonNONE
64110L106NFLXNETFLIX INC$423,1650.27%316CommonNONE
464287507IJHISHARES TR$417,1160.27%6,726CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$403,8450.26%1,393CommonNONE
78468R606SPHYSPDR SERIES TRUST$396,4840.25%16,659CommonNONE
97717W422EPIWISDOMTREE TR$373,5890.24%7,870CommonNONE
464287341IXCISHARES TR$347,2450.22%8,838CommonNONE
921937827BSVVANGUARD BD INDEX FDS$327,1560.21%4,157CommonNONE
922908736VUGVANGUARD INDEX FDS$288,9060.18%659CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$277,8200.18%2,038CommonNONE
92189F676SMHVANECK ETF TRUST$267,1670.17%958CommonNONE
26142V105DKNGDRAFTKINGS INC NEW$228,3890.15%5,325CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$228,3020.15%3,884CommonNONE
922020805VTIPVANGUARD MALVERN FDS$227,1240.15%4,518CommonNONE
11135F101AVGOBROADCOM INC$218,3150.14%792CommonNONE
57636Q104MAMASTERCARD INCORPORATED$212,9750.14%379CommonNONE
009066101ABNBAIRBNB INC$201,1570.13%1,520CommonNONE
931142103WMTWALMART INC$200,9370.13%2,055CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.