Storen Legacy Partners, LLC: 13F holdings

CIK 21160612026Q2

Positions116
Reported value$366.8m
Filed2026-07-17

Top 10 holdings

SecuritySharesValueWeight
VOO VANGUARD INDEX FDS33,095$22.7m6.2%
DYNF BLACKROCK ETF TRUST314,290$21.4m5.8%
JAVA J P MORGAN EXCHANGE TRADED F242,201$19.2m5.2%
FBCG FIDELITY COVINGTON TRUST252,319$15.7m4.3%
BINC BLACKROCK ETF TRUST II266,112$13.9m3.8%
LLY ELI LILLY & CO11,559$13.9m3.8%
BND VANGUARD BD INDEX FDS187,009$13.7m3.7%
IEMG ISHARES INC163,083$13.5m3.7%
SCHG SCHWAB STRATEGIC TR397,800$13.5m3.7%
FBND FIDELITY MERRIMACK STR TR271,750$12.4m3.4%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="2116061")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

Get a free API keySee history bundlesDownload free samples