Legacy PCG, LLC
All 13F Filings
- Location
- Irvine, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 20,702
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/12/2026 | 28 | 20,702 | 13F-HR | Legacy PCG, LLC |
| Q1 2026 | 5/15/2026 | 25 | 18,614 | 13F-HR | Legacy PCG, LLC |
| Q4 2025 | 2/10/2026 | 67 | 161,505 | 13F-HR | MGO Private Wealth, LLC |
| Q3 2025 | 11/14/2025 | 67 | 166,770 | 13F-HR | MGO Private Wealth, LLC |
| Q2 2025 | 7/22/2025 | 61 | 156,191 | 13F-HR | MGO Private Wealth, LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
538
(2.6% of total reported value)
· QoQ Δ:
+276
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.356 K | 6.7% | 245 | 0 | 245 |
| ETFs | 18.58 K | 92.1% | 1.568 K | 0 | 1.568 K |
| Debt | 231 | 1.1% | 0 | 3 | -3 |
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Fund Snapshot
Q2 2026
Latest filed
8/12/2026
Total value ($000)
20,702
Holdings
28
QoQ value change ($000)
2,088
(11.2%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.