Storen Legacy Partners, LLC

Q1 2026 13F-HR Holdings

Location
Zionsville, IN
Holdings as of
3/31/2026
Date filed
4/22/2026
Form type
13F-HR
Num holdings
102
Total value ($000)
$318,990
Net value change ($000)
+223 (0.1%)
New positions
31
Sold out positions
6
Turnover %
54.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 3/5/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DYNF 18,017 NEW
JAVA 16,020 NEW
FBCG 13,136 NEW
BAI 12,258 NEW
BINC 11,870 NEW
IEMG 11,572 NEW
FBND 10,643 NEW
PWRD 8,683 NEW
BRTR 7,943 NEW
IVV 7,513 843.2%
Top Reduces (Value $000, Stocks/ETFs)
EFA -38,425 -92.8%
VOO -32,111 -61.8%
BND -26,615 -65.4%
VFMF -21,272 -70.0%
SCHG -19,216 -62.8%
CGGR -11,804 -87.0%
ANGL -11,138 -66.6%
PSFF -7,268 -63.1%
DGRO -4,480 -59.0%
LLY -1,710 -15.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type