Storen Legacy Partners, LLC

CIK 0002116061 · ZIONSVILLE, IN · Quarter end: 2026-06-30 · Filed on: 2026-07-17 · Open the SEC source

Storen Legacy Partners, LLC reported 116 positions worth $366.8M as of June 30, 2026 (13F filed July 17, 2026). Largest holding: VOO (6.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$366.8M
2026 Q2
Positions
116
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
43.6%
Est. Net Flow (Q)
2026 Q2
10 / 116 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VOOVANGUARD INDEX FDSSH$22.7M6.20%33,095
2DYNFBLACKROCK ETF TRUSTSH$21.4M5.83%314,290
3JAVAJ P MORGAN EXCHANGE TRADED FSH$19.2M5.24%242,201
4FBCGFIDELITY COVINGTON TRUSTSH$15.7M4.27%252,319
5BINCBLACKROCK ETF TRUST IISH$13.9M3.80%266,112
6LLYELI LILLY & COSH$13.9M3.78%11,559
7BNDVANGUARD BD INDEX FDSSH$13.7M3.74%187,009
8IEMGISHARES INCSH$13.5M3.68%163,083
9SCHGSCHWAB STRATEGIC TRSH$13.5M3.67%397,800
10FBNDFIDELITY MERRIMACK STR TRSH$12.4M3.37%271,750

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Storen Legacy Partners, LLC hold as of Q2 2026?

Storen Legacy Partners, LLC reported 116 positions worth $366.8M in its Q2 2026 13F filing. Largest positions: VOO (6.2%), DYNF (5.8%), JAVA (5.2%), FBCG (4.3%) and BINC (3.8%).

What did Storen Legacy Partners, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Storen Legacy Partners, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.