Sierra Legacy Group - Portfolio overview

Sierra Legacy Group has 81 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. SHV - ISHARES TR, 14.94%
2. MSFT - MICROSOFT CORP, 4.35%
3. ROST - ROSS STORES INC, 4.16%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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