Legacy PCG, LLC
Net buyer this quarter
$20.7M
8
+$897K
17.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VPL | $1.17M | 5.66% | Not reported | -2.9% | Q3 2022 |
 AAPL | $470K | 2.27% | 0.00% | -29.9% | Q3 2022 |
 SPY | $468K | 2.26% | Not reported | +4.5% | Q3 2022 |
 CRWD | $365K | 1.76% | 0.00% | Not reported | Q3 2022 |
 QQQ | $300K | 1.45% | Not reported | -2.4% | Q3 2022 |
 NVDA | $268K | 1.29% | 0.00% | Not reported | Q1 2024 |
 AMZN | $253K | 1.22% | 0.00% | Not reported | Q3 2022 |
 BSVN | $231K | 1.12% | 0.03% | Not reported | Q3 2022 |
| Q1 2026 | |||||
| VPL | $1.05M | 5.62% | Not reported | -86.8% | Q3 2022 |
| AAPL | $552K | 2.96% | 0.00% | -88.8% | Q3 2022 |
| SPY | $377K | 2.02% | Not reported | -94.0% | Q3 2022 |
 BXSL | $344K | 1.85% | 0.01% | -86.8% | Q3 2022 |
| QQQ | $246K | 1.32% | Not reported | -74.6% | Q3 2022 |
| BSVN | $234K | 1.26% | 0.03% | -27.2% | Q3 2022 |
| NVDA | $215K | 1.15% | 0.00% | -89.0% | Q1 2024 |
| Q4 2025 | |||||
| VPL | $7.33M | 4.54% | Not reported | -4.1% | Q3 2022 |
| SPY | $6.53M | 4.04% | Not reported | -9.7% | Q3 2022 |
| AAPL | $5.28M | 3.27% | 0.00% | -0.5% | Q3 2022 |
| BXSL | $2.9M | 1.80% | 0.05% | -14.5% | Q3 2022 |
| AMZN | $2.86M | 1.77% | 0.00% | -3.5% | Q3 2022 |
| NVDA | $2.09M | 1.30% | 0.00% | +1.4% | Q1 2024 |
| CRWD | $1.67M | 1.04% | 0.00% | -2.2% | Q3 2022 |
 GOOGL | $1.6M | 0.99% | 0.00% | Not reported | Q3 2022 |
 MSFT | $1.23M | 0.76% | 0.00% | -4.1% | Q3 2022 |
| QQQ | $1.03M | 0.64% | Not reported | -26.2% | Q3 2022 |
| GLD | $922K | 0.57% | 0.00% | -26.5% | Q3 2022 |
 BRK.B | $793K | 0.49% | Not reported | Not reported | Q3 2022 |
 TSLA | $684K | 0.42% | 0.00% | Not reported | Q3 2022 |
 COST | $681K | 0.42% | 0.00% | -0.4% | Q3 2022 |
 META | $625K | 0.39% | Not reported | -5.3% | Q3 2022 |
 PLTR | $607K | 0.38% | 0.00% | -4.7% | Q2 2025 |
 JPM | $449K | 0.28% | 0.00% | Not reported | Q4 2022 |
 OKLO | $333K | 0.21% | 0.00% | +20.9% | Q3 2025 |
 SMH | $326K | 0.20% | Not reported | -2.2% | Q4 2024 |
| BSVN | $323K | 0.20% | 0.04% | -0.7% | Q3 2022 |
 DIS | $315K | 0.19% | 0.00% | -9.9% | Q3 2022 |
 NFLX | $296K | 0.18% | 0.00% | Not reported | Q2 2024 |
 AVGO | $289K | 0.18% | 0.00% | -8.2% | Q2 2023 |
| GOOG | $244K | 0.15% | Not reported | Not reported | Q3 2022 |
| PML | $234K | 0.14% | Not reported | -4.3% | Q3 2025 |
 WMT | $229K | 0.14% | 0.00% | Not reported | Q3 2022 |
 HOOD | $229K | 0.14% | 0.00% | -15.7% | Q3 2025 |
 MA | $216K | 0.13% | 0.00% | Not reported | Q3 2022 |
 UNH | $207K | 0.13% | 0.00% | Not reported | Q3 2022 |
 STGW | $155K | 0.10% | 0.01% | Not reported | Q3 2025 |
| Q3 2025 | |||||
| VPL | $7.42M | 4.45% | Not reported | -0.3% | Q3 2022 |
| SPY | $7.06M | 4.23% | Not reported | -2.6% | Q3 2022 |
| AAPL | $4.97M | 2.98% | 0.00% | -1.3% | Q3 2022 |
| BXSL | $3.36M | 2.02% | 0.06% | Not reported | Q3 2022 |
| AMZN | $2.82M | 1.69% | 0.00% | +3.2% | Q3 2022 |
| NVDA | $2.06M | 1.24% | 0.00% | +9.3% | Q1 2024 |
| CRWD | $1.79M | 1.07% | 0.00% | +4.6% | Q3 2022 |
| MSFT | $1.37M | 0.82% | 0.00% | -0.7% | Q3 2022 |
| QQQ | $1.37M | 0.82% | Not reported | -4.9% | Q3 2022 |
| GOOGL | $1.24M | 0.74% | 0.00% | Not reported | Q3 2022 |
| GLD | $1.12M | 0.67% | 0.00% | +0.9% | Q3 2022 |
| BRK.B | $793K | 0.48% | Not reported | -6.8% | Q3 2022 |
| META | $734K | 0.44% | Not reported | +7.6% | Q3 2022 |
| COST | $734K | 0.44% | 0.00% | Not reported | Q3 2022 |
| TSLA | $676K | 0.41% | 0.00% | -18.9% | Q3 2022 |
| PLTR | $653K | 0.39% | 0.00% | +75.8% | Q2 2025 |
| JPM | $439K | 0.26% | 0.00% | Not reported | Q4 2022 |
| OKLO | $428K | 0.26% | 0.00% | New | Q3 2025 |
| NFLX | $379K | 0.23% | 0.00% | Not reported | Q2 2024 |
| DIS | $352K | 0.21% | 0.00% | -34.7% | Q3 2022 |
| HOOD | $343K | 0.21% | 0.00% | New | Q3 2025 |
| BSVN | $326K | 0.20% | 0.04% | -0.7% | Q3 2022 |
| SMH | $302K | 0.18% | Not reported | -3.6% | Q4 2024 |
| AVGO | $301K | 0.18% | 0.00% | +15.0% | Q2 2023 |
| PML | $256K | 0.15% | Not reported | New | Q3 2025 |
| UNH | $216K | 0.13% | 0.00% | Not reported | Q3 2022 |
| MA | $216K | 0.13% | 0.00% | Not reported | Q3 2022 |
| WMT | $212K | 0.13% | 0.00% | +0.2% | Q3 2022 |
| STGW | $178K | 0.11% | 0.01% | New | Q3 2025 |