MGO Private Wealth

Latest statistics and disclosures from Legacy PCG's latest quarterly 13F-HR filing:

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Positions held by MGO Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Legacy PCG

Legacy PCG holds 28 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds S&p 500 Etf Shs (VOO) 28.0 $5.8M -3% 8.2k 710.65
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.0 $2.1M +9% 29k 72.15
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 6.9 $1.4M -2% 15k 92.26
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Ishares Tr Core Us Aggbd Et (AGG) 6.6 $1.4M 14k 97.24
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 5.7 $1.2M -2% 10k 112.57
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Select Sector Spdr Tr St Str Energ Etf (XLE) 3.6 $743k 12k 60.18
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Ishares Tr Tips Bd Etf (TIP) 3.4 $698k +53% 6.5k 106.86
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.2 $664k -7% 11k 60.33
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Apple (AAPL) 2.3 $470k -29% 1.5k 308.19
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.3 $468k +4% 605.00 772.93
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Simplify Exchange Traded Fun Short Term Trea (TUA) 2.2 $447k 22k 20.32
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Ishares Core Msci Emkt (IEMG) 2.1 $440k -4% 5.5k 79.56
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Global X Fds Glb X Mlp Enrg I (MLPX) 2.1 $435k 5.9k 73.57
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.1 $425k -10% 4.6k 92.76
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Ishares Msci Equal Weite (EUSA) 2.0 $414k 3.5k 118.00
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.0 $408k -23% 6.2k 65.96
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Vanguard Index Fds Mid Cap Etf (VO) 1.8 $371k +282% 4.5k 82.73
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Crowdstrike Hldgs Cl A (CRWD) 1.8 $365k NEW 1.6k 225.16
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Nvidia Corporation Put Put Option (Principal) 1.6 $326k 1.5k 217.55
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $300k -2% 416.00 720.87
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Ishares Msci Cda Etf (EWC) 1.4 $280k -3% 4.5k 61.50
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NVIDIA Corporation (NVDA) 1.3 $268k 1.2k 217.55
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Amazon (AMZN) 1.2 $253k NEW 909.00 278.13
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.2 $238k 4.1k 58.26
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.1 $231k 3.0k 77.46
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Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 1.0 $213k -10% 4.5k 47.66
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Broadcom Put Put Option (Principal) 1.0 $211k NEW 500.00 422.40
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Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 1.0 $210k NEW 2.4k 86.00
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Past Filings by Legacy PCG

SEC 13F filings are viewable for Legacy PCG going back to 2022