DOSSIER · 13F-HR · Q2 2026

Storen Legacy Partners, LLC

$367M in tracked AUM across 116 positions as of Q2 2026.

SL
CIK 0002116061 · last filed Jun 30, 2026
Total AUM
$367M
as of Q2 2026
Holdings
116
positions
Whale Score
53
53
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Storen Legacy Partners, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VOO
VANGUARD INDEX FDS
$23M33K6.2%
02
DYNF
BLACKROCK ETF TRUST
$21M314K5.8%
03
JAVA
J P MORGAN EXCHANGE TRADED F
$19M242K5.2%
04
FBCG
FIDELITY COVINGTON TRUST
$16M252K4.3%
05
BINC
BLACKROCK ETF TRUST II
$14M266K3.8%
06
LLY
ELI LILLY & CO
$14M12K3.8%
07
BND
VANGUARD BD INDEX FDS
$14M187K3.7%
08
IEMG
ISHARES INC
$14M163K3.7%
09
SCHG
SCHWAB STRATEGIC TR
$13M398K3.7%
10
FBND
FIDELITY MERRIMACK STR TR
$12M272K3.4%

Filing history

2026Q2Jun 30
$367M 15.0%
116 positionsView →
2026Q1Mar 31
$319M 0.1%
102 positionsView →
2025Q4Dec 31
$319M
77 positionsView →