Storen Legacy Partners

Storen Legacy Partners as of March 31, 2026

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