Legacy PCG, LLC - Portfolio overview

Legacy PCG, LLC has 69 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. VTES - VANGUARD WELLINGTON FD, 8.61%
2. VOO - VANGUARD INDEX FDS, 8.43%
3. VTEB - VANGUARD MUN BD FDS, 7.64%

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

Explore securities or join Upside Invest to compare portfolios.