Storen Legacy Partners, LLC

Est. AUM

$319.0M

13F long equity, this entity only

Positions

102

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$19.8M	33200	6.22%	SOLE
2	BLACKROCK ETF TRUST	ISHARES US EQUIT	$18.0M	309676	5.65%	SOLE
3	J P MORGAN EXCHANGE TRADED F	ACTIVE VALUE ETF	$16.0M	223269	5.02%	SOLE
4	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$14.1M	191478	4.42%	SOLE
5	FIDELITY COVINGTON TRUST	BLUE CHIP GRWTH	$13.1M	262099	4.12%	SOLE
6	BLACKROCK ETF TRUST	ISHARES A I INNO	$12.3M	372014	3.84%	SOLE
7	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$11.9M	228579	3.72%	SOLE
8	ISHARES INC	CORE MSCI EMKT	$11.6M	165905	3.63%	SOLE
9	SCHWAB STRATEGIC TR	US LCAP GR ETF	$11.4M	390790	3.57%	SOLE
10	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$10.6M	233288	3.34%	SOLE
11	ELI LILLY & CO	COM	$9.6M	10462	3.02%	SOLE
12	VANGUARD WELLINGTON FD	US MULTIFACTOR	$9.1M	58705	2.85%	SOLE
13	TCW ETF TRUST	TRANSFORM SYSTEM	$8.7M	88819	2.72%	SOLE
14	ISHARES TR	CORE US AGGBD ET	$8.5M	85947	2.67%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$8.4M	12865	2.63%	SOLE
16	BLACKROCK ETF TRUST II	ISHARES TOTAL RE	$7.9M	158255	2.49%	SOLE
17	ABACUS FCF ETF TR	ABACUS FCF LEADE	$6.4M	90033	2.01%	SOLE
18	AB ACTIVE ETFS INC	EMERGING MKTS OP	$6.4M	145308	2.00%	SOLE
19	ISHARES TR	EAFE VALUE ETF	$6.1M	81829	1.91%	SOLE
20	SPDR S&P 500 ETF TR	TR UNIT	$5.8M	8852	1.80%	SOLE
21	VANECK ETF TRUST	FALLEN ANGEL HG	$5.6M	194664	1.75%	SOLE
22	ISHARES TR	US TREAS BD ETF	$4.6M	201765	1.45%	SOLE
23	ISHARES TR	3 7 YR TREAS BD	$4.6M	38463	1.43%	SOLE
24	PACER FDS TR	SWAN SOS FD OF	$4.3M	132697	1.33%	SOLE
25	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$4.0M	71982	1.25%	SOLE
26	J P MORGAN EXCHANGE TRADED F	INTRNL RES EQT	$3.9M	51691	1.23%	SOLE
27	ISHARES TR	10-20 YR TRS ETF	$3.6M	35394	1.12%	SOLE
28	ISHARES TR	U.S. FIN SVC ETF	$3.5M	41908	1.09%	SOLE
29	APPLE INC	COM	$3.2M	12575	1.00%	SOLE
30	ISHARES TR	CORE DIV GRWTH	$3.1M	44338	0.98%	SOLE
31	ISHARES INC	EMNG MKTS EQT	$3.1M	50562	0.96%	SOLE
32	ISHARES TR	US CONSM STAPLES	$3.1M	43600	0.96%	SOLE
33	ISHARES TR	CORE MSCI EAFE	$3.0M	33154	0.94%	SOLE
34	ISHARES TR	MSCI EAFE ETF	$3.0M	30492	0.93%	SOLE
35	ABACUS FCF ETF TR	ABACUS FCF REAL	$2.9M	91339	0.89%	SOLE
36	DANAHER CORPORATION	COM	$2.8M	14674	0.87%	SOLE
37	JPMORGAN CHASE & CO	COM	$2.3M	7773	0.72%	SOLE
38	ISHARES GOLD TR	ISHARES NEW	$2.2M	24845	0.69%	SOLE
39	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.9M	23913	0.59%	SOLE
40	MICROSOFT CORP	COM	$1.8M	4974	0.58%	SOLE
41	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$1.8M	43796	0.55%	SOLE
42	VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	6618	0.54%	SOLE
43	ISHARES TR	US AER DEF ETF	$1.6M	7282	0.50%	SOLE
44	MARSH & MCLENNAN COS INC	COM	$1.5M	8507	0.46%	SOLE
45	SPDR SERIES TRUST	STATE STREET SPD	$1.5M	19029	0.46%	SOLE
46	ISHARES TR	S&P 500 GRWT ETF	$1.4M	12646	0.45%	SOLE
47	AMAZON COM INC	COM	$1.4M	6528	0.43%	SOLE
48	PACER FDS TR	SWAN SOS MODERAT	$1.3M	43827	0.42%	SOLE
49	PHILIP MORRIS INTL INC	COM	$1.3M	7832	0.41%	SOLE
50	NVIDIA CORPORATION	COM	$1.2M	6791	0.37%	SOLE

1–50 of 102

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.