Sierra Legacy Group
All 13F Filings
- Location
- Scottsdale, AZ
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 136,221
- 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 |
|---|---|---|---|---|---|
| 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 |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 136.2 K | 100.0% | 1.093 K | 0 | 1.093 K |
Swipe for more columns
Fund Snapshot
Q4 2025
Latest filed
1/20/2026
Total value ($000)
136,221
Holdings
72
QoQ value change ($000)
1,093
(0.8%)
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.