Legacy PCG, LLC

Registered adviser

CIK

1952532

Location

IRVINE, CA

Portfolio Value

Micro $19,801,475

Diversification

Moderately concentrated

Filing Date

Global Rank

#8,719 / 8,827 ▼ 11

Top Industry

Consumer Electronics 36.4%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

16 quarters · since Sep 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Nov 1, 2026

Form ADV adviser

CRD 283909

Roster of Nov 1, 2026

Regulatory AUM

$139,763,641

Main clients

Individuals and high net worth (94% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Nov 2026	$139,763,641	Individuals and high net worth (94%)
Apr 2025 to Mar 2026	$206,197,659	Individuals and high net worth (95%)
Apr 2024 to Mar 2025	$287,522,130	Individuals and high net worth (80%)
May 2023 to Mar 2024	$375,624,881	Individuals and high net worth (83%)
Apr 2023	$375,624,881	Individuals and high net worth (83%)
Apr 2022 to Mar 2023	$347,334,516	Individuals and high net worth (79%)

3 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 91.1% of the book (60%+)

Turnover

Low turnover

11.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 14.1 quarters (12+)

Closest benchmark: every 13F filer's combined book, active share 87.5%; sector active share 81.0% against the combined 13F book's sector weights.

Over time 16 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

26 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

30.1%

−0.9 pts

Top 5

80.0%

+1.2 pts

Top 10

91.1%

−1.4 pts

HHI

1,701

Moderately concentrated+29

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	93.9%	$18,588,369	22
Technology	5.0%	$996,455	3
Consumer Cyclical	1.1%	$216,651	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

4 positions

Ticker	Company	Δ Shares	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	+3,308	4,480	$360,953
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	+2,538	28,572	$2,097,470
TIP	iShares TIPS Bond ETF	+2,267	6,535	$715,125
SPY	Spdr S&P 500 ETF Trust	+26	605	$451,795
No positions match the current search.

Trimmed

Positions the filer reduced

14 positions

Ticker	Company	Δ Shares	Shares	Value
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	−1,947	6,185	$415,879
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	−877	11,006	$656,948
AAPL	Apple Inc.	−649	1,525	$441,274
LTPZ	PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	−537	4,468	$226,304
IEF	iShares 7-10 Year Treasury Bond ETF	−534	4,576	$432,752
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	−474	15,405	$1,363,958
VPL	VANGUARD PACIFIC STOCK INDEX FUND	−311	10,402	$1,203,407
VOO	VANGUARD 500 INDEX FUND	−286	8,158	$5,602,995
IEMG	iShares Trust	−231	5,534	$458,436
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	−177	12,352	$656,014
EWC	iShares Trust	−176	4,546	$262,031
MLPX	Global X MLP and Energy Infrastructure ETF	−52	5,916	$435,772
AGG	iShares Core U.S. Aggregate Bond ETF	−25	14,127	$1,398,290
QQQ	Invesco Qqq Trust, Series 1	−10	416	$306,342
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
CRWD	CrowdStrike Holdings, Inc.	405	$309,071
SPHQ	Invesco S&P 500 Quality ETF	2,436	$219,483
AMZN	Amazon Com Inc	909	$216,651
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
BXSL	Blackstone Secured Lending Fund	14,520	$343,978
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

26 tracked positions · $19,801,475 total · filing declares 28 positions · $20,702,449 · as of Jun 30, 2026

All sectors Consumer Cyclical Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
VOO	VANGUARD 500 INDEX FUND	Reduced	8,158	-286	$5,602,995	+11.0%	16	before history	28.30%
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	Added	28,572	+2,538	$2,097,470	+9.4%	16	before history	10.59%
AGG	iShares Core U.S. Aggregate Bond ETF	Reduced	14,127	-25	$1,398,290	−0.5%	16	before history	7.06%
VGK	VANGUARD EUROPEAN STOCK INDEX FUND	Reduced	15,405	-474	$1,363,958	+4.2%	16	before history	6.89%
VPL	VANGUARD PACIFIC STOCK INDEX FUND	Reduced	10,402	-311	$1,203,407	+14.9%	16	before history	6.08%
TIP	iShares TIPS Bond ETF	Added	6,535	+2,267	$715,125	+51.8%	3	unpriced	3.61%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Reduced	11,006	-877	$656,948	+2.3%	16	before history	3.32%
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	Reduced	12,352	-177	$656,014	−14.5%	16	before history	3.31%
IEMG	iShares Trust	Reduced	5,534	-231	$458,436	—	16	before history	2.32%
SPY	Spdr S&P 500 ETF Trust	Added	605	+26	$451,795	+20.0%	16	before history	2.28%
TUA	Simplify Short Term Treasury Futures Strategy ETF	Held	22,004	0	$449,431	−3.2%	2	$21.64	2.27%
AAPL	Apple Inc. Technology	Reduced	1,525	-649	$441,274	−20.0%	16	before history	2.23%
MLPX	Global X MLP and Energy Infrastructure ETF	Reduced	5,916	-52	$435,772	−1.2%	16	before history	2.20%
IEF	iShares 7-10 Year Treasury Bond ETF	Reduced	4,576	-534	$432,752	−11.3%	13	unpriced	2.19%
VWOB	VANGUARD EMERGING MARKETS GOVERNMENT BOND INDEX FUND	Reduced	6,185	-1,947	$415,879	−22.1%	16	before history	2.10%
EUSA	iShares Trust	Held	3,511	0	$400,921	—	5	unpriced	2.02%
VO	VANGUARD MID-CAP INDEX FUND	Added	4,480	+3,308	$360,953	+7.2%	16	before history	1.82%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	405	NEW	$309,071	NEW	1	$568.28	1.56%
QQQ	Invesco Qqq Trust, Series 1	Reduced	416	-10	$306,342	+24.6%	16	before history	1.55%
EWC	iShares Trust	Reduced	4,546	-176	$262,031	—	16	before history	1.32%
NVDA	Nvidia Corp Technology	Held	1,230	0	$246,110	+14.7%	10	unpriced	1.24%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Held	4,092	0	$241,346	−1.0%	13	$58.06	1.22%
BSV	VANGUARD SHORT-TERM BOND INDEX FUND	Held	2,987	0	$232,717	−0.6%	16	before history	1.18%
LTPZ	PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund	Reduced	4,468	-537	$226,304	−11.4%	7	$54.44	1.14%
SPHQ	Invesco S&P 500 Quality ETF	NEW	2,436	NEW	$219,483	NEW	1	$83.13	1.11%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	909	NEW	$216,651	NEW	1	$251.01	1.09%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.