MGO Private Wealth

Legacy PCG as of June 30, 2026

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