Holders — by stockHoldings — by fund
Storen Legacy Partners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002116061
$366.8M
disclosed book value
116
positions
6.2%
largest position share
Positions, as of 2026-06-30
top 100 of 116 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VOOVANGUARD INDEX FDS | 33,095 | $22.7M | 6.2% |
| 2 | DYNFBLACKROCK ETF TRUST | 314,290 | $21.4M | 5.8% |
| 3 | JAVAJ P MORGAN EXCHANGE TRADED F | 242,201 | $19.2M | 5.2% |
| 4 | FBCGFIDELITY COVINGTON TRUST | 252,319 | $15.7M | 4.3% |
| 5 | BINCBLACKROCK ETF TRUST II | 266,112 | $13.9M | 3.8% |
| 6 | LLYELI LILLY & CO | 11,559 | $13.9M | 3.8% |
| 7 | BNDVANGUARD BD INDEX FDS | 187,009 | $13.7M | 3.7% |
| 8 | IEMGISHARES INC | 163,083 | $13.5M | 3.7% |
| 9 | SCHGSCHWAB STRATEGIC TR | 397,800 | $13.5M | 3.7% |
| 10 | FBNDFIDELITY MERRIMACK STR TR | 271,750 | $12.4M | 3.4% |
| 11 | BAIBLACKROCK ETF TRUST | 226,766 | $12.0M | 3.3% |
| 12 | IVVISHARES TR | 14,572 | $10.9M | 3% |
| 13 | VFMFVANGUARD WELLINGTON FD | 57,126 | $10.1M | 2.8% |
| 14 | AGGISHARES TR | 100,232 | $9.9M | 2.7% |
| 15 | BRTRBLACKROCK ETF TRUST II | 175,613 | $8.8M | 2.4% |
| 16 | PWRDTCW ETF TRUST | 68,225 | $8.4M | 2.3% |
| 17 | EFVISHARES TR | 108,360 | $8.3M | 2.3% |
| 18 | ABFLABACUS FCF ETF TR | 90,360 | $7.8M | 2.1% |
| 19 | IWBISHARES TR | 17,830 | $7.3M | 2% |
| 20 | SPYSTATE STR SPDR S&P 500 ETF T | 8,912 | $6.7M | 1.8% |
| 21 | ANGLVANECK ETF TRUST | 189,347 | $5.5M | 1.5% |
| 22 | GOVTISHARES TR | 228,310 | $5.2M | 1.4% |
| 23 | IEIISHARES TR | 43,131 | $5.1M | 1.4% |
| 24 | FDVVFIDELITY COVINGTON TRUST | 73,536 | $4.4M | 1.2% |
| 25 | JIREJ P MORGAN EXCHANGE TRADED F | 53,510 | $4.4M | 1.2% |
| 26 | PSFFPACER FDS TR | 128,302 | $4.4M | 1.2% |
| 27 | TLHISHARES TR | 42,372 | $4.3M | 1.2% |
| 28 | EMGFISHARES INC | 58,001 | $4.2M | 1.2% |
| 29 | AAPLAPPLE INC | 13,618 | $3.9M | 1.1% |
| 30 | IEFAISHARES TR | 37,854 | $3.7M | 1% |
| 31 | DGROISHARES TR | 41,709 | $3.2M | 0.9% |
| 32 | ABLDABACUS FCF ETF TR | 104,647 | $3.1M | 0.9% |
| 33 | EFAISHARES TR | 30,010 | $3.1M | 0.8% |
| 34 | JPMJPMORGAN CHASE & CO | 8,978 | $2.9M | 0.8% |
| 35 | IYGISHARES TR | 31,125 | $2.8M | 0.8% |
| 36 | DHRDANAHER CORP DEL | 14,687 | $2.8M | 0.8% |
| 37 | IYKISHARES TR | 33,833 | $2.5M | 0.7% |
| 38 | IAUISHARES GOLD TR | 30,432 | $2.3M | 0.6% |
| 39 | VBVANGUARD INDEX FDS | 6,408 | $1.9M | 0.5% |
| 40 | ITAISHARES TR | 7,917 | $1.9M | 0.5% |
| 41 | MSFTMICROSOFT CORP | 5,128 | $1.9M | 0.5% |
| 42 | VCSHVANGUARD SCOTTSDALE FDS | 24,122 | $1.9M | 0.5% |
| 43 | IVWISHARES TR | 12,922 | $1.8M | 0.5% |
| 44 | AMZNAMAZON COM INC | 7,062 | $1.7M | 0.5% |
| 45 | SPYMSPDR SERIES TRUST | 19,148 | $1.7M | 0.5% |
| 46 | NVDANVIDIA CORPORATION | 7,448 | $1.5M | 0.4% |
| 47 | MRSHMARSH & MCLENNAN COS INC | 8,508 | $1.4M | 0.4% |
| 48 | PMPHILIP MORRIS INTL INC | 7,803 | $1.4M | 0.4% |
| 49 | PSMRPACER FDS TR | 43,215 | $1.4M | 0.4% |
| 50 | BRK/BBERKSHIRE HATHAWAY INC DEL | 2,441 | $1.2M | 0.3% |
| 51 | QUALISHARES TR | 5,527 | $1.2M | 0.3% |
| 52 | QQQINVESCO QQQ TR | 1,557 | $1.1M | 0.3% |
| 53 | FTVFORTIVE CORP | 18,479 | $1.1M | 0.3% |
| 54 | CGGRCAPITAL GROUP GROWTH ETF | 22,809 | $1.1M | 0.3% |
| 55 | SCHASCHWAB STRATEGIC TR | 28,668 | $1.0M | 0.3% |
| 56 | DBEFDBX ETF TR | 18,777 | $1.0M | 0.3% |
| 57 | MOALTRIA GROUP INC | 12,723 | $915,413 | 0.2% |
| 58 | NOCNORTHROP GRUMMAN CORP | 1,426 | $726,276 | 0.2% |
| 59 | GOOGLALPHABET INC | 1,985 | $709,546 | 0.2% |
| 60 | SCHDSCHWAB STRATEGIC TR | 22,309 | $707,419 | 0.2% |
| 61 | MMM3M CO | 4,367 | $707,114 | 0.2% |
| 62 | MDLZMONDELEZ INTL INC | 11,556 | $668,385 | 0.2% |
| 63 | IJHISHARES TR | 8,663 | $668,000 | 0.2% |
| 64 | AVGOBROADCOM INC | 1,744 | $658,718 | 0.2% |
| 65 | MUMICRON TECHNOLOGY INC | 534 | $616,581 | 0.2% |
| 66 | CATCATERPILLAR INC | 534 | $568,910 | 0.2% |
| 67 | PNCPNC FINL SVCS GROUP INC | 2,223 | $547,370 | 0.1% |
| 68 | NRGNRG ENERGY INC | 3,706 | $541,245 | 0.1% |
| 69 | FVALFIDELITY COVINGTON TRUST | 6,693 | $521,615 | 0.1% |
| 70 | DJDINVESCO EXCHANGE TRADED FD T | 8,179 | $518,323 | 0.1% |
| 71 | CSCOCISCO SYS INC | 3,869 | $454,469 | 0.1% |
| 72 | RALRALLIANT CORP | 6,159 | $453,487 | 0.1% |
| 73 | GOOGALPHABET INC | 1,236 | $436,719 | 0.1% |
| 74 | IYWISHARES TR | 1,729 | $436,136 | 0.1% |
| 75 | MTUMISHARES TR | 1,270 | $435,394 | 0.1% |
| 76 | PGPROCTER AND GAMBLE CO | 2,776 | $407,123 | 0.1% |
| 77 | ORLYOREILLY AUTOMOTIVE INC | 4,411 | $406,209 | 0.1% |
| 78 | VLTOVERALTO CORP | 4,332 | $384,162 | 0.1% |
| 79 | TSLATESLA INC | 913 | $384,008 | 0.1% |
| 80 | WMTWALMART INC | 3,339 | $378,175 | 0.1% |
| 81 | BMYBRISTOL-MYERS SQUIBB CO | 6,451 | $371,706 | 0.1% |
| 82 | PEPPEPSICO INC | 2,735 | $370,319 | 0.1% |
| 83 | PSMOPACER FDS TR | 11,325 | $368,455 | 0.1% |
| 84 | EQREQUITY RESIDENTIAL | 5,347 | $363,222 | 0.1% |
| 85 | CTVACORTEVA INC | 4,192 | $355,006 | 0.1% |
| 86 | VTIVANGUARD INDEX FDS | 884 | $327,281 | 0.1% |
| 87 | IWMISHARES TR | 1,024 | $307,661 | 0.1% |
| 88 | SCHXSCHWAB STRATEGIC TR | 10,451 | $307,581 | 0.1% |
| 89 | IWFISHARES TR | 2,371 | $294,349 | 0.1% |
| 90 | SPYXSPDR SERIES TRUST | 4,762 | $290,958 | 0.1% |
| 91 | ABBVABBVIE INC | 1,119 | $281,596 | 0.1% |
| 92 | MASMASCO CORP | 3,385 | $275,437 | 0.1% |
| 93 | ORCLORACLE CORP | 1,842 | $269,898 | 0.1% |
| 94 | KMBKIMBERLY-CLARK CORP | 2,395 | $262,869 | 0.1% |
| 95 | BGRNISHARES TR | 5,422 | $257,396 | 0.1% |
| 96 | USMVISHARES TR | 2,633 | $253,979 | 0.1% |
| 97 | HDVISHARES TR | 8,718 | $238,965 | 0.1% |
| 98 | CVSCVS HEALTH CORP | 2,242 | $231,904 | 0.1% |
| 99 | AMDADVANCED MICRO DEVICES INC | 395 | $229,459 | 0.1% |
| 100 | ELVELEVANCE HEALTH INC FORMERLY | 592 | $228,851 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.