Fund Universe

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☆Legacy PCG, LLC

CIK 0001952532 · holdings for 2026Q2 (change vs 2026Q1) aum_below_min from universe
Quality Q
0.000
AUM ($M)
20
Positions
26
Turnover
0.07
Top-10 wt
74%
Herfindahl
0.115
History (qtrs)
6
Excess Return
not eligible

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Holdings · 27 positions · portfolio value $20M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VOO funds › VANGUARD INDEX FDS TRIM — 28.8% +1.3% 5.8 8,158 -286 0 —
☆BND funds › VANGUARD BD INDEX FDS ADD — 10.2% -0.2% 2.1 28,572 +2,538 0 —
☆VGK funds › VANGUARD INTL EQUITY INDEX F TRIM — 7.0% -0.1% 1.4 15,405 -474 0 —
☆AGG funds › ISHARES TR TRIM — 6.8% -0.8% 1.4 14,127 -25 0 —
☆VPL funds › VANGUARD INTL EQUITY INDEX F TRIM — 5.8% +0.1% 1.2 10,402 -311 0 —
☆XLE funds › SELECT SECTOR SPDR TR TRIM — 3.7% -0.5% 0.7 12,352 -177 0 —
☆TIP funds › ISHARES TR ADD — 3.5% +0.9% 0.7 6,535 +2,267 0 —
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 3.3% -0.2% 0.7 11,006 -877 0 —
☆AAPL funds › APPLE INC TRIM — 2.3% -0.7% 0.5 1,525 -649 0 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T ADD — 2.3% +0.3% 0.5 605 +26 0 —
☆TUA funds › SIMPLIFY EXCHANGE TRADED FUN HOLD — 2.2% -0.3% 0.4 22,004 +0 0 —
☆IEMG funds › ISHARES INC TRIM — 2.2% -0.0% 0.4 5,534 -231 0 —
☆MLPX funds › GLOBAL X FDS TRIM — 2.2% -0.2% 0.4 5,916 -52 0 —
☆IEF funds › ISHARES TR TRIM — 2.1% -0.6% 0.4 4,576 -534 0 —
☆EUSA funds › ISHARES INC HOLD — 2.1% +0.1% 0.4 3,511 +0 0 —
☆VWOB funds › VANGUARD WHITEHALL FDS TRIM — 2.0% -0.9% 0.4 6,185 -1,947 0 —
☆VO funds › VANGUARD INDEX FDS ADD — 1.8% +0.0% 0.4 4,480 +3,308 0 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 1.8% +1.8% 0.4 1,620 +1,620 0 —
☆QQQ funds › INVESCO QQQ TR TRIM — 1.5% +0.1% 0.3 416 -10 0 —
☆EWC funds › ISHARES INC TRIM — 1.4% -0.0% 0.3 4,546 -176 0 —
☆NVDA funds › NVIDIA CORPORATION HOLD — 1.3% +0.2% 0.3 1,230 +0 0 —
☆AMZN funds › AMAZON COM INC NEW — 1.3% +1.3% 0.3 909 +909 0 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS HOLD — 1.2% -0.1% 0.2 4,092 +0 0 —
☆BSV funds › VANGUARD BD INDEX FDS HOLD — 1.1% -0.1% 0.2 2,987 +0 0 —
☆LTPZ funds › PIMCO ETF TR TRIM — 1.1% -0.3% 0.2 4,468 -537 0 —
☆SPHQ funds › INVESCO EXCHANGE TRADED FD T NEW — 1.0% +1.0% 0.2 2,436 +2,436 0 —
☆BXSL funds › BLACKSTONE SECD LENDING FD EXIT — 0.0% -1.9% 0.0 0 -14,520 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 20 26 0.07 74% 0.115 0.000 — out
2026Q1 18 24 0.26 75% 0.111 0.000 — left
2025Q4 162 67 0.04 64% 0.078 0.528 — in
2025Q3 167 67 0.03 63% 0.077 0.543 — in
2025Q2 156 61 0.09 64% 0.079 0.456 — entered
2025Q1 142 55 0.00 63% 0.070 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status