Storen Legacy Partners
Latest statistics and disclosures from Storen Legacy Partners's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002116061
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Positions held by Storen Legacy Partners consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Storen Legacy Partners
Storen Legacy Partners holds 77 positions in its portfolio as reported in the December 2025 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) | 16.3 | $52M | 83k | 627.13 |
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| Ishares Tr Msci Eafe Etf (EFA) | 13.0 | $41M | 431k | 96.03 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 12.8 | $41M | 550k | 74.07 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 9.6 | $31M | 938k | 32.62 |
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| Vanguard Wellington Us Multifactor (VFMF) | 9.5 | $30M | 202k | 150.72 |
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| Vaneck Etf Trust Fallen Angel Hg (ANGL) | 5.2 | $17M | 570k | 29.36 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 4.3 | $14M | 305k | 44.47 |
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| Pacer Fds Tr Swan Sos Fd Of (PSFF) | 3.6 | $12M | 356k | 32.33 |
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| Eli Lilly & Co. (LLY) | 3.6 | $11M | 11k | 1074.64 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 2.6 | $8.4M | 84k | 99.88 |
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| Ishares Tr Core Div Grwth (DGRO) | 2.4 | $7.6M | 109k | 69.42 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.9 | $6.1M | 9.0k | 681.91 |
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| Apple (AAPL) | 1.1 | $3.5M | 13k | 271.85 |
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| Danaher Corporation (DHR) | 1.1 | $3.4M | 15k | 228.92 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $2.5M | 7.9k | 322.22 |
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| Microsoft Corporation (MSFT) | 0.8 | $2.4M | 5.0k | 483.63 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.7 | $2.3M | 8.9k | 257.95 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.6 | $1.9M | 24k | 79.73 |
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| Marsh & McLennan Companies | 0.5 | $1.6M | 8.5k | 185.53 |
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| Amazon (AMZN) | 0.5 | $1.5M | 6.7k | 230.82 |
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| Spdr Series Trust State Street Spd (SPYM) | 0.4 | $1.4M | 17k | 80.22 |
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| NVIDIA Corporation (NVDA) | 0.4 | $1.4M | 7.2k | 186.51 |
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| Pacer Fds Tr Swan Sos Moderat (PSMR) | 0.4 | $1.3M | 44k | 29.80 |
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| Philip Morris International (PM) | 0.4 | $1.2M | 7.8k | 160.41 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $1.2M | 2.4k | 502.65 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.3 | $1.1M | 5.6k | 198.63 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.3 | $1.0M | 22k | 48.11 |
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| Fortive (FTV) | 0.3 | $1.0M | 19k | 55.21 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $891k | 1.3k | 684.88 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.3 | $843k | 13k | 66.00 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $821k | 1.3k | 614.17 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $801k | 28k | 28.48 |
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| Altria (MO) | 0.2 | $724k | 13k | 57.66 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $703k | 2.2k | 312.95 |
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| 3M Company (MMM) | 0.2 | $696k | 4.3k | 160.12 |
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| Broadcom (AVGO) | 0.2 | $681k | 2.0k | 346.05 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $639k | 23k | 27.43 |
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| Mondelez Intl Cl A (MDLZ) | 0.2 | $619k | 12k | 53.83 |
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| Nrg Energy Com New (NRG) | 0.2 | $588k | 3.7k | 159.24 |
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| Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD) | 0.2 | $532k | 9.3k | 57.14 |
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| Fidelity Covington Trust Vlu Factor Etf (FVAL) | 0.2 | $484k | 6.7k | 72.27 |
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| PNC Financial Services (PNC) | 0.1 | $469k | 2.2k | 208.73 |
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| Veralto Corp Com Shs (VLTO) | 0.1 | $435k | 4.4k | 99.78 |
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| Procter & Gamble Company (PG) | 0.1 | $429k | 3.0k | 143.29 |
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| Pepsi (PEP) | 0.1 | $405k | 2.8k | 143.52 |
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| O'reilly Automotive (ORLY) | 0.1 | $405k | 4.4k | 91.21 |
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| Corteva (CTVA) | 0.1 | $404k | 6.0k | 67.03 |
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| Oracle Corporation (ORCL) | 0.1 | $384k | 2.0k | 194.94 |
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| Pacer Fds Tr Swan Sos Modrte (PSMO) | 0.1 | $377k | 12k | 30.76 |
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| Bristol Myers Squibb (BMY) | 0.1 | $374k | 6.9k | 53.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $358k | 1.1k | 313.77 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $340k | 5.4k | 63.04 |
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| Tesla Motors (TSLA) | 0.1 | $328k | 729.00 | 449.72 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $318k | 1.3k | 250.31 |
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| Ralliant Corp (RAL) | 0.1 | $314k | 6.2k | 50.91 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $306k | 11k | 26.91 |
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| Cisco Systems (CSCO) | 0.1 | $298k | 3.9k | 77.03 |
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| salesforce (CRM) | 0.1 | $287k | 1.1k | 264.87 |
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| Vontier Corporation (VNT) | 0.1 | $275k | 7.4k | 37.18 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $273k | 1.1k | 246.16 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $271k | 475.00 | 571.31 |
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| Ishares Tr Rus 1000 Grw Wtf (IWF) | 0.1 | $261k | 550.00 | 473.67 |
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| Masco Corporation (MAS) | 0.1 | $254k | 4.0k | 63.46 |
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| Wal-Mart Stores (WMT) | 0.1 | $253k | 2.3k | 111.41 |
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| Caterpillar (CAT) | 0.1 | $253k | 441.00 | 573.18 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.1 | $248k | 2.6k | 94.16 |
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| Abbvie (ABBV) | 0.1 | $247k | 1.1k | 228.50 |
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| Kimberly-Clark Corporation (KMB) | 0.1 | $246k | 2.4k | 100.89 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 0.1 | $232k | 2.8k | 83.74 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $217k | 383.00 | 566.36 |
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| Cme (CME) | 0.1 | $212k | 776.00 | 273.08 |
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| Spdr Series Trust State Street Spd (SPSB) | 0.1 | $211k | 7.0k | 30.20 |
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| Visa Com Cl A (V) | 0.1 | $208k | 593.00 | 350.71 |
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| Anthem (ELV) | 0.1 | $208k | 592.00 | 350.43 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $207k | 6.3k | 32.75 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $201k | 1.7k | 121.60 |
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| Medtronic SHS (MDT) | 0.1 | $201k | 2.1k | 96.07 |
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Past Filings by Storen Legacy Partners
SEC 13F filings are viewable for Storen Legacy Partners going back to 2025
- Storen Legacy Partners 2025 Q4 filed March 5, 2026