Legacy PCG, LLC
Long book
$18.4M
Q1 2026
Positions
24
Top-10 weight
75%
concentration
Last quarter
+7.9%
SPY +14.8%
Turnover
66%
of book per quarter
Strategy in plain words
auto-generated from filingsLegacy PCG, LLC is a wealth-management firm allocating client money, specialised in technology (100% of the long book), running a $18.4M US long book across 24 positions.
The portfolio is concentrated: the top 10 names carry 75% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: VANGUARD S&P 500 ETF, VANGUARD TOTAL BOND MARKET, ISHARES CORE U.S. AGGREGATE, VANGUARD FTSE EUROPE ETF, VANGUARD FTSE PACIFIC ETF.
Over the last 9 quarters its long book ran on average 1.3pp per quarter behind the S&P 500, beating the index in 2 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.3%
Q2 2024
+5.4%
Q3 2024
-0.2%
Q4 2024
-0.6%
Q1 2025
+7.2%
Q2 2025
+5.8%
Q3 2025
+2.1%
Q4 2025
-1.4%
Q1 2026
+7.9%
Sector allocation
Technology 69%
Other 31%
Long book by quarter
What does Legacy PCG, own?
Q1 2026 13F13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 25 | $18.6M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 10, 2026 | 67 | $161.5M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 67 | $166.8M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 61 | $156.2M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | Apr 21, 2025 | 55 | $141.8M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 10, 2025 | 58 | $140.6M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 8, 2024 | 60 | $140.5M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 2, 2024 | 82 | $159.2M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | Apr 18, 2024 | 80 | $159.4M | canonical | SEC ↗ |