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The Analysis of Legacy PCG, LLC's Holdings & P&L

Currently, Legacy PCG, LLC holds 24 types of securities in its portfolio with a total value $18.4M. In the most recent quarter, they have increased their positions in TUA (+22.0K shares, valued at $464.3K); decreased their positions in N/A (-50.9K shares, valued at $30.4M), BND (-146.9K shares, valued at $10.8M), AGG (-81.4K shares, valued at $8.1M); initiated new positions in TUA (+22.0K shares, valued at $464.3K).

1M P&L

+318.0K+2.37%

3M P&L

-903.4K-6.16%

HY P&L

-199.5K-1.43%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A12.0M

91.5%

2Consumer Electronics551.8K

4.2%

3Asset Management344.0K

2.6%

Top Industries by Stock Count

1N/A19 stocks

86.4%

2Consumer Electronics1 stocks

4.5%

3Asset Management1 stocks

4.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS8.4K shares-85.77%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS26.0K shares-84.94%2026-03-312026-05-15

AGG ISHARES TR14.2K shares-85.19%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F15.9K shares-83.18%2026-03-312026-05-15

VPL VANGUARD INTL EQUITY INDEX F10.7K shares-86.78%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR12.5K shares-71.10%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F11.9K shares-89.15%2026-03-312026-05-15

AAPL APPLE INC2.2K shares-88.82%2026-03-312026-05-15

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VWOB VANGUARD WHITEHALL FDS8.1K shares-77.19%2026-03-312026-05-15

IEF ISHARES TR5.1K shares-92.18%2026-03-312026-05-15

TIP ISHARES TR4.3K shares-82.33%2026-03-312026-05-15

TUA SIMPLIFY EXCHANGE TRADED FUN22.0K sharesnew addition2026-03-312026-05-15

MLPX GLOBAL X FDS6.0K shares-71.62%2026-03-312026-05-15

IEMG ISHARES INC5.8K shares-79.75%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T579 shares-93.95%2026-03-312026-05-15

EUSA ISHARES INC3.5K shares-86.31%2026-03-312026-05-15

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BXSL BLACKSTONE SECD LENDING FD14.5K shares-86.82%2026-03-312026-05-15

VO VANGUARD INDEX FDS1.2K shares-88.06%2026-03-312026-05-15

EWC ISHARES INC4.7K shares-86.58%2026-03-312026-05-15

LTPZ PIMCO ETF TR5.0K shares-79.43%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR426 shares-74.63%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS4.1K shares-76.72%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS3.0K shares-27.18%2026-03-312026-05-15

NVDA NVIDIA CORPORATION1.2K shares-89.04%2026-03-312026-05-15

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VANGUARD INDEX FDS

-85.77%

Shares8.4K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

-84.94%

Shares26.0K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

-85.19%

Shares14.2K

Event2026-03-31

Filed2026-05-15

VGK

VANGUARD INTL EQUITY INDEX F

-83.18%

Shares15.9K

Event2026-03-31

Filed2026-05-15

VPL

VANGUARD INTL EQUITY INDEX F

-86.78%

Shares10.7K

Event2026-03-31

Filed2026-05-15

XLE

SELECT SECTOR SPDR TR

-71.10%

Shares12.5K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-89.15%

Shares11.9K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-88.82%

Shares2.2K

Event2026-03-31

Filed2026-05-15

VWOB

VANGUARD WHITEHALL FDS

-77.19%

Shares8.1K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

-92.18%

Shares5.1K

Event2026-03-31

Filed2026-05-15

TIP

ISHARES TR

-82.33%

Shares4.3K

Event2026-03-31

Filed2026-05-15

TUA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares22.0K

Event2026-03-31

Filed2026-05-15

MLPX

GLOBAL X FDS

-71.62%

Shares6.0K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-79.75%

Shares5.8K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-93.95%

Shares579

Event2026-03-31

Filed2026-05-15

EUSA

ISHARES INC

-86.31%

Shares3.5K

Event2026-03-31

Filed2026-05-15

BXSL

BLACKSTONE SECD LENDING FD

-86.82%

Shares14.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-88.06%

Shares1.2K

Event2026-03-31

Filed2026-05-15

EWC

ISHARES INC

-86.58%

Shares4.7K

Event2026-03-31

Filed2026-05-15

LTPZ

PIMCO ETF TR

-79.43%

Shares5.0K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-74.63%

Shares426

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

-76.72%

Shares4.1K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

-27.18%

Shares3.0K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-89.04%

Shares1.2K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVIDIA CORPORATION Put PutNVIDIA CORPORATION1.5K sharesnew addition2026-03-312026-05-15

NVIDIA CORPORATION Put

NVIDIA CORPORATION

New

Shares1.5K

Event2026-03-31

Filed2026-05-15