MondegarAI
Legacy PCG, LLC

Q4 2025 · 13F-HR

Legacy PCG, LLCholdings as filed

Filed 2026-02-10 · accession 0001951757-26-000402

$161.5M
Reported value
67
Positions
2025-12-31
Period end
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The Brief · Legacy PCG, LLC · Q4 2025

AI · grounded in 13F

Legacy PCG, LLC established a new position in TIP valued at $2.65M. The fund closed its position in VCIT, reducing exposure by $1.45M. Other notable activity includes a new position in GOOG and a 61.3% increase in shares of VNQ.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922908363VOOVANGUARD INDEX FDS$37.2M23.0%59,336CommonNONE
921937835BNDVANGUARD BD INDEX FDS$12.8M7.93%172,888CommonNONE
464287226AGGISHARES TR$9.5M5.91%95,584CommonNONE
922042874VGKVANGUARD INTL EQUITY INDEX F$7.9M4.89%94,391CommonNONE
922042866VPLVANGUARD INTL EQUITY INDEX F$7.3M4.54%81,063CommonNONE
78462F103SPYSPDR S&P 500 ETF TR$6.5M4.04%9,569CommonNONE
464287440IEFISHARES TR$6.3M3.89%65,365CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$5.9M3.65%109,551CommonNONE
037833100AAPLAPPLE INC$5.3M3.27%19,437CommonNONE
921935870VTESVANGUARD WELLINGTON FD$5.0M3.10%49,226CommonNONE
922907746VTEBVANGUARD MUN BD FDS$4.5M2.79%89,736CommonNONE
09261X102BXSLBLACKSTONE SECD LENDING FD$2.9M1.80%110,190CommonNONE
023135106AMZNAMAZON COM INC$2.9M1.77%12,379CommonNONE
922908629VOVANGUARD INDEX FDS$2.8M1.76%9,818CommonNONE
464287176TIPISHARES TR$2.7M1.64%24,155CommonNONE
464286681EUSAISHARES INC$2.7M1.64%25,638CommonNONE
921946885VWOBVANGUARD WHITEHALL FDS$2.4M1.49%35,646CommonNONE
67066G104NVDANVIDIA CORPORATION$2.1M1.30%11,221CommonNONE
81369Y506XLESELECT SECTOR SPDR TR$1.9M1.20%43,348CommonNONE
46434G103IEMGISHARES INC$1.9M1.19%28,475CommonNONE
464286509EWCISHARES INC$1.9M1.17%35,184CommonNONE
46434V738IEURISHARES TR$1.9M1.17%26,580CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$1.7M1.04%3,567CommonNONE
922908553VNQVANGUARD INDEX FDS$1.7M1.03%18,731CommonNONE
02079K305GOOGLALPHABET INC$1.6M0.99%5,106CommonNONE
37954Y293MLPXGLOBAL X FDS$1.3M0.79%21,028CommonNONE
72201R304LTPZPIMCO ETF TR$1.3M0.78%24,337CommonNONE
594918104MSFTMICROSOFT CORP$1.2M0.76%2,544CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$1.1M0.67%5,643CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$1.1M0.65%17,577CommonNONE
46090E103QQQINVESCO QQQ TR$1.0M0.64%1,679CommonNONE
97717W109DTDWISDOMTREE TR$1.0M0.63%12,056CommonNONE
78463V107GLDSPDR GOLD TR$921,8170.57%2,326CommonNONE
464286749EWLISHARES INC$826,5490.51%13,785CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$792,6790.49%1,577CommonNONE
88160R101TSLATESLA INC$684,0240.42%1,521CommonNONE
22160K105COSTCOSTCO WHSL CORP NEW$681,2490.42%790CommonNONE
464288653TLHISHARES TR$662,2780.41%6,514CommonNONE
78464A375SPIBSPDR SERIES TRUST$655,0690.41%19,375CommonNONE
30303M102METAMETA PLATFORMS INC$625,1050.39%947CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$606,8390.38%3,414CommonNONE
37954Y871URAGLOBAL X FDS$574,5900.36%13,447CommonNONE
37954Y673PAVEGLOBAL X FDS$451,2810.28%9,443CommonNONE
46625H100JPMJPMORGAN CHASE & CO.$448,8520.28%1,393CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$440,0340.27%5,519CommonNONE
464287341IXCISHARES TR$370,5770.23%8,838CommonNONE
97717W422EPIWISDOMTREE TR$367,2650.23%7,934CommonNONE
78468R606SPHYSPDR SERIES TRUST$353,6530.22%14,941CommonNONE
02156V109OKLOOKLO INC$332,8950.21%4,639CommonNONE
92189F676SMHVANECK ETF TRUST$325,5580.20%904CommonNONE
921937827BSVVANGUARD BD INDEX FDS$323,2790.20%4,102CommonNONE
254687106DISDISNEY WALT CO$314,8940.19%2,768CommonNONE
464287507IJHISHARES TR$303,7150.19%4,602CommonNONE
64110L106NFLXNETFLIX INC$296,2820.18%3,160CommonNONE
11135F101AVGOBROADCOM INC$289,3400.18%836CommonNONE
922908736VUGVANGUARD INDEX FDS$272,7140.17%559CommonNONE
02079K107GOOGALPHABET INC$243,5090.15%776CommonNONE
72200W106PMLPIMCO MUN INCOME FD II$233,9290.14%31,025CommonNONE
931142103WMTWALMART INC$229,2860.14%2,058CommonNONE
770700102HOODROBINHOOD MKTS INC$228,6880.14%2,022CommonNONE
92206C102VGSHVANGUARD SCOTTSDALE FDS$228,1070.14%3,884CommonNONE
922020805VTIPVANGUARD MALVERN FDS$223,4740.14%4,518CommonNONE
57636Q104MAMASTERCARD INCORPORATED$216,3640.13%379CommonNONE
464287804IJRISHARES TR$210,0750.13%1,748CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$206,6490.13%626CommonNONE
464287523SOXXISHARES TR$202,9750.13%674CommonNONE
85256A109STGWSTAGWELL INC$155,0030.10%31,698CommonNONE

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.