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 25 positions in its portfolio as reported in the March 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) 27.1 $5.0M -85% 8.4k 597.55
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 10.3 $1.9M -84% 26k 73.64
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Ishares Tr Core Us Aggbd Et (AGG) 7.5 $1.4M -85% 14k 99.27
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Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 7.0 $1.3M -83% 16k 82.43
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Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 5.6 $1.0M -86% 11k 97.73
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Select Sector Spdr Tr State Street Ene (XLE) 4.1 $768k -71% 13k 61.26
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.5 $642k -89% 12k 54.05
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Apple (AAPL) 3.0 $552k -88% 2.2k 253.84
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Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB) 2.9 $534k -77% 8.1k 65.69
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 2.6 $488k -92% 5.1k 95.44
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Ishares Tr Tips Bd Etf (TIP) 2.5 $471k -82% 4.3k 110.35
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Simplify Exchange Traded Fun Short Term Trea (TUA) 2.5 $464k NEW 22k 21.10
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Global X Fds Glb X Mlp Enrg I (MLPX) 2.4 $441k -71% 6.0k 73.94
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Ishares Core Msci Emkt (IEMG) 2.2 $402k -79% 5.8k 69.75
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 2.0 $377k -93% 579.00 650.68
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Ishares Msci Equal Weite (EUSA) 1.9 $357k -86% 3.5k 101.77
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Blackstone Secd Lending Common Stock (BXSL) 1.8 $344k -86% 15k 23.69
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Vanguard Index Fds Mid Cap Etf (VO) 1.8 $337k -88% 1.2k 287.18
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Nvidia Corporation Put Put Option 1.4 $262k NEW 1.5k 174.40
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Ishares Msci Cda Etf (EWC) 1.4 $259k -86% 4.7k 54.79
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Pimco Etf Tr 15+ Yr Us Tips (LTPZ) 1.4 $255k -79% 5.0k 51.03
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Invesco Qqq Tr Unit Ser 1 (QQQ) 1.3 $246k -74% 426.00 577.18
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 1.3 $244k -76% 4.1k 59.55
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Vanguard Bd Index Fds Short Trm Bond (BSV) 1.3 $234k -27% 3.0k 78.41
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NVIDIA Corporation (NVDA) 1.2 $215k -89% 1.2k 174.40
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Past Filings by Legacy PCG

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