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Storen Legacy Partners

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

Top 5 stock holdings are VOO, DYNF, JAVA, BND, FBCG, and represent 25.43% of Storen Legacy Partners's stock portfolio.
Added to shares of these 10 stocks: DYNF (+$18M), JAVA (+$16M), FBCG (+$13M), BAI (+$12M), BINC (+$12M), IEMG (+$12M), FBND (+$11M), PWRD (+$8.7M), BRTR (+$7.9M), IVV (+$7.6M).
Started 31 new stock positions in IYG, IEI, EFV, IAU, TLH, IYW, BAI, EMGF, BRTR, FBCG.
Reduced shares in these 10 stocks: EFA (-$39M), VOO (-$30M), BND (-$26M), VFMF (-$22M), SCHG (-$16M), ANGL (-$11M), CGGR (-$11M), PSFF (-$7.2M), DGRO, VB.
Sold out of its positions in ELV, ISRG, MA, SCHE, V, MDT.
Storen Legacy Partners was a net buyer of stock by $11M.
Storen Legacy Partners has $319M in assets under management (AUM), dropping by 0.07%.
Central Index Key (CIK): 0002116061

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Portfolio Holdings for Storen Legacy Partners

Storen Legacy Partners holds 102 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)	6.2	$20M	-59%	33k	597.55	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	5.6	$18M	NEW	310k	58.18	View chart
J P Morgan Exchange Traded F Active Value Etf (JAVA)	5.0	$16M	NEW	223k	71.75	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	4.4	$14M	-65%	192k	73.64	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	4.1	$13M	NEW	262k	50.12	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	3.8	$12M	NEW	372k	32.95	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.7	$12M	NEW	229k	51.93	View chart
Ishares Core Msci Emkt (IEMG)	3.6	$12M	NEW	166k	69.75	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	3.6	$11M	-58%	391k	29.13	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	3.3	$11M	NEW	233k	45.62	View chart
Eli Lilly & Co. (LLY)	3.0	$9.6M		11k	919.79	View chart
Vanguard Wellington Us Multifactor (VFMF)	2.9	$9.1M	-70%	59k	155.08	View chart
Tcw Etf Trust Transform System (PWRD)	2.7	$8.7M	NEW	89k	97.77	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.7	$8.5M	+2%	86k	99.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.6	$8.4M	+888%	13k	653.21	View chart
Blackrock Etf Trust Ii Ishares Total Re (BRTR)	2.5	$7.9M	NEW	158k	50.19	View chart
Abacus Fcf Etf Tr Abacus Fcf Leade (ABFL)	2.0	$6.4M	NEW	90k	71.14	View chart
Ab Active Etfs Emerging Mkts Op (EMOP)	2.0	$6.4M	NEW	145k	43.82	View chart
Ishares Tr Eafe Value Etf (EFV)	1.9	$6.1M	NEW	82k	74.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.8	$5.8M		8.9k	650.33	View chart
Vaneck Etf Trust Fallen Angel Hg (ANGL)	1.8	$5.6M	-65%	195k	28.72	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	1.4	$4.6M	NEW	202k	22.91	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	1.4	$4.6M	NEW	39k	118.60	View chart
Pacer Fds Tr Swan Sos Fd Of (PSFF)	1.3	$4.3M	-62%	133k	32.04	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	1.2	$4.0M	NEW	72k	55.24	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	1.2	$3.9M	NEW	52k	75.74	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	1.1	$3.6M	NEW	35k	100.72	View chart
Ishares Tr U.s. Fin Svc Etf (IYG)	1.1	$3.5M	NEW	42k	82.84	View chart
Apple (AAPL)	1.0	$3.2M		13k	253.80	View chart
Ishares Tr Core Div Grwth (DGRO)	1.0	$3.1M	-59%	44k	70.18	View chart
Ishares Emng Mkts Eqt (EMGF)	1.0	$3.1M	NEW	51k	60.43	View chart
Ishares Tr Us Consm Staples (IYK)	1.0	$3.1M	NEW	44k	70.03	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.9	$3.0M	NEW	33k	90.53	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.9	$3.0M	-92%	31k	97.13	View chart
Abacus Fcf Etf Tr Abacus Fcf Real (ABLD)	0.9	$2.9M	NEW	91k	31.23	View chart
Danaher Corporation (DHR)	0.9	$2.8M		15k	189.60	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.3M		7.8k	294.14	View chart
Ishares Gold Tr Ishares New (IAU)	0.7	$2.2M	NEW	25k	88.16	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.6	$1.9M		24k	79.27	View chart
Microsoft Corporation (MSFT)	0.6	$1.8M		5.0k	370.15	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.6	$1.8M	-85%	44k	40.19	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.5	$1.7M	-25%	6.6k	261.93	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.5	$1.6M	NEW	7.3k	218.75	View chart
Marsh & McLennan Companies (MRSH)	0.5	$1.5M		8.5k	173.45	View chart
Spdr Series Trust State Street Spd (SPYM)	0.5	$1.5M	+12%	19k	76.54	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.4M	NEW	13k	113.11	View chart
Amazon (AMZN)	0.4	$1.4M	-2%	6.5k	208.27	View chart
Pacer Fds Tr Swan Sos Moderat (PSMR)	0.4	$1.3M		44k	30.38	View chart
Philip Morris International (PM)	0.4	$1.3M		7.8k	165.34	View chart
NVIDIA Corporation (NVDA)	0.4	$1.2M	-6%	6.8k	174.41	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$1.2M		2.4k	479.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$1.1M		5.6k	191.79	View chart
Fortive (FTV)	0.3	$1.0M		19k	55.28	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.3	$967k	-9%	20k	49.40	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$897k	+16%	1.6k	577.32	View chart
Altria (MO)	0.3	$832k		13k	65.99	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.3	$831k		29k	29.08	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$686k	-4%	22k	30.68	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$664k		12k	57.64	View chart
3M Company (MMM)	0.2	$635k		4.4k	145.22	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$600k	-30%	8.9k	67.53	View chart
Nrg Energy Com New (NRG)	0.2	$540k		3.7k	146.15	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$538k	-16%	1.9k	287.52	View chart
Broadcom (AVGO)	0.2	$506k	-16%	1.6k	309.44	View chart
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)	0.2	$486k	-12%	8.1k	59.74	View chart
PNC Financial Services (PNC)	0.1	$468k		2.2k	208.09	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.1	$465k		6.7k	69.40	View chart
Corteva (CTVA)	0.1	$429k	-15%	5.1k	83.72	View chart
Pepsi (PEP)	0.1	$423k	-3%	2.7k	155.29	View chart
Bristol Myers Squibb (BMY)	0.1	$421k		6.9k	60.65	View chart
O'reilly Automotive (ORLY)	0.1	$410k		4.4k	92.31	View chart
Procter & Gamble Company (PG)	0.1	$394k	-8%	2.7k	144.45	View chart
Veralto Corp Com Shs (VLTO)	0.1	$385k		4.4k	88.42	View chart
Pacer Fds Tr Swan Sos Modrte (PSMO)	0.1	$370k		12k	30.18	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.1	$328k	NEW	1.8k	181.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.1	$327k		1.1k	286.85	View chart
Equity Residential Sh Ben Int (EQR)	0.1	$319k		5.4k	59.15	View chart
Caterpillar (CAT)	0.1	$313k		441.00	708.84	View chart
Tesla Motors (TSLA)	0.1	$309k	+14%	832.00	371.75	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$305k		1.3k	239.99	View chart
Cisco Systems (CSCO)	0.1	$300k		3.9k	77.58	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$283k	NEW	884.00	320.63	View chart
Wal-Mart Stores (WMT)	0.1	$282k		2.3k	124.28	View chart
Oracle Corporation (ORCL)	0.1	$274k	-5%	1.9k	147.12	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$267k	-8%	10k	25.64	View chart
Vontier Corporation (VNT)	0.1	$262k		7.4k	35.47	View chart
Ralliant Corp (RAL)	0.1	$256k		6.2k	41.59	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$254k	-7%	1.0k	248.00	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$244k		2.6k	92.74	View chart
Exxon Mobil Corporation (XOM)	0.1	$241k	NEW	1.4k	169.72	View chart
Abbvie (ABBV)	0.1	$236k		1.1k	217.55	View chart
Kimberly-Clark Corporation (KMB)	0.1	$236k		2.4k	96.48	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.1	$235k	+2%	2.8k	82.76	View chart
Ishares Tr Core High Dv Etf (HDV)	0.1	$235k	+4%	1.7k	135.70	View chart
Ishares Tr Rus 1000 Grw Wtf (IWF)	0.1	$235k		551.00	426.14	View chart
Cme (CME)	0.1	$229k		776.00	295.35	View chart
Masco Corporation (MAS)	0.1	$227k	-5%	3.8k	60.37	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$213k	NEW	3.3k	64.08	View chart
Southern Company (SO)	0.1	$212k	NEW	2.2k	96.52	View chart
Spdr Series Trust State Street Spd (SPSB)	0.1	$211k		7.0k	30.07	View chart
salesforce (CRM)	0.1	$207k	+2%	1.1k	186.66	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$206k	NEW	7.7k	26.72	View chart

Past Filings by Storen Legacy Partners

SEC 13F filings are viewable for Storen Legacy Partners going back to 2025

Storen Legacy Partners 2026 Q1 filed April 22, 2026
Storen Legacy Partners 2025 Q4 filed March 5, 2026

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