Storen Legacy Partners, LLC - Portfolio overview

Storen Legacy Partners, LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-04-22.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Healthcare and Technology.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 6.22%
2. DYNF - BLACKROCK ETF TRUST, 5.65%
3. JAVA - J P MORGAN EXCHANGE TRADED F, 5.02%

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

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