Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Storen Legacy Partners, LLC (CIK 2116061) reported $366.8M across 116 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VOO ($22.7M, 6.20%), DYNF ($21.4M, 5.83%), JAVA ($19.2M, 5.24%), FBCG ($15.7M, 4.27%), BINC ($13.9M, 3.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $22.7M | 6.20% | 33,095 | Trimmed |
| 2 | DYNF | BLACKROCK ETF TRUST | $21.4M | 5.83% | 314,290 | Added |
| 3 | JAVA | J P MORGAN EXCHANGE TRADED F | $19.2M | 5.24% | 242,201 | Added |
| 4 | FBCG | FIDELITY COVINGTON TRUST | $15.7M | 4.27% | 252,319 | Trimmed |
| 5 | BINC | BLACKROCK ETF TRUST II | $13.9M | 3.80% | 266,112 | Added |
| 6 | LLY | ELI LILLY & CO | $13.9M | 3.78% | 11,559 | Added |
| 7 | BND | VANGUARD BD INDEX FDS | $13.7M | 3.74% | 187,009 | Trimmed |
| 8 | IEMG | ISHARES INC | $13.5M | 3.68% | 163,083 | Trimmed |
| 9 | SCHG | SCHWAB STRATEGIC TR | $13.5M | 3.67% | 397,800 | Added |
| 10 | FBND | FIDELITY MERRIMACK STR TR | $12.4M | 3.37% | 271,750 | Added |
| 11 | BAI | BLACKROCK ETF TRUST | $12.0M | 3.26% | 226,766 | Trimmed |
| 12 | IVV | ISHARES TR | $10.9M | 2.98% | 14,572 | Added |
| 13 | VFMF | VANGUARD WELLINGTON FD | $10.1M | 2.76% | 57,126 | Trimmed |
| 14 | AGG | ISHARES TR | $9.9M | 2.70% | 100,232 | Added |
| 15 | BRTR | BLACKROCK ETF TRUST II | $8.8M | 2.41% | 175,613 | Added |
| 16 | NETZ | TCW ETF TRUST | $8.4M | 2.29% | 68,225 | Trimmed |
| 17 | EFV | ISHARES TR | $8.3M | 2.26% | 108,360 | Added |
| 18 | TTAC | ABACUS FCF ETF TR | $7.8M | 2.12% | 90,360 | Added |
| 19 | IWB | ISHARES TR | $7.3M | 1.99% | 17,830 | New |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | $6.7M | 1.81% | 8,912 | Added |
| 21 | ANGL | VANECK ETF TRUST | $5.5M | 1.51% | 189,347 | Trimmed |
| 22 | GOVT | ISHARES TR | $5.2M | 1.42% | 228,310 | Added |
| 23 | IEI | ISHARES TR | $5.1M | 1.38% | 43,131 | Added |
| 24 | FDVV | FIDELITY COVINGTON TRUST | $4.4M | 1.21% | 73,536 | Added |
| 25 | PSFF | PACER FDS TR | $4.4M | 1.20% | 128,302 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30