Sierra Legacy Group
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 129,055
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- 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 | 7/17/2026 | 79 | 129,055 | 13F-HR | Sierra Legacy Group |
| Q1 2026 | 5/13/2026 | 77 | 131,112 | 13F-HR | Sierra Legacy Group |
| Q4 2025 | 1/20/2026 | 72 | 136,221 | 13F-HR | Sierra Legacy Group |
| Q3 2025 | 10/29/2025 | 67 | 135,128 | 13F-HR | Sierra Legacy Group |
| Q2 2025 | 8/11/2025 | 67 | 128,853 | 13F-HR | Sierra Legacy Group |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 108 K | 83.7% | 2.406 K | 0 | 2.406 K |
| ETFs | 20.31 K | 15.7% | 0 | 4.348 K | -4.348 K |
| Other | 769 | 0.6% | 0 | 119 | -119 |
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Fund Snapshot
Q2 2026
Latest filed
7/17/2026
Total value ($000)
129,055
Holdings
79
QoQ value change ($000)
-2,057
(-1.6%)
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.