Storen Legacy Partners, LLC

Q2 2026 13F-HR Holdings

Location
Zionsville, IN
Holdings as of
6/30/2026
Date filed
7/17/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$366,805
Net value change ($000)
+47,815 (15.0%)
New positions
15
Sold out positions
2
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/22/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
IWB 7,301 NEW
LLY 4,241 44.1%
DYNF 3,358 18.6%
JAVA 3,213 20.1%
VOO 2,891 14.6%
FBCG 2,536 19.3%
IVV 2,509 29.9%
EFV 2,211 36.3%
SCHG 2,078 18.3%
BINC 2,058 17.3%
Top Reduces (Value $000, Stocks/ETFs)
EMOP -6,367 -100.0%
CGGR -683 -38.8%
IYG -656 -18.9%
IYK -595 -19.5%
BND -372 -2.6%
BAI -303 -2.5%
PWRD -294 -3.4%
CRM -207 -100.0%
CTVA -74 -17.2%
MRSH -58 -3.9%
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