Storen Legacy Partners, LLC holds a diversified book of 116 stocks worth $366.8M as of Q2 2026 (disclosed Jul 17, 2026, a ~17-day 13F lag). This quarter they opened Ishares Russell 1000 ETF and trimmed Vanguard S&P 500 ETF. Their largest long position is Vanguard S&P 500 ETF at 6% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Storen Legacy Partners, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 79 / 80 | $106.1B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $18.6B |
| MORGAN STANLEY | 78 / 80 | $528.4B |
| JPMORGAN CHASE & CO | 78 / 80 | $498.2B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $124.4B |
| WELLS FARGO & COMPANY/MN | 77 / 80 | $160.7B |
| UBS Group AG | 77 / 80 | $135.6B |
| RAYMOND JAMES FINANCIAL INC | 77 / 80 | $106.0B |
Ranked by the share of each fund's own book sitting in the names it shares with Storen Legacy Partners, LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS S&P 500 ETF SHS | $22.7M | 33.1K | 6.2% | ▼−0.3% Reduced · −105 sh | |
| 2 | BlackRock ETF Trust ISHARES US EQUIT | $21.4M | 314.3K | 5.8% | ▲+1.5% Added · +5K sh | |
| 3 | J P Morgan Exchange Traded F ACTIVE VALUE ETF | $19.2M | 242.2K | 5.2% | ▲+8.5% Added · +19K sh | |
| 4 | Fidelity Covington Trust BLUE CHIP GRWTH | $15.7M | 252.3K | 4.3% | ▼−3.7% Reduced · −10K sh | |
| 5 | BlackRock ETF Trust II ISHA FLEX IN ETF | $13.9M | 266.1K | 3.8% | ▲+16% Added · +38K sh | |
| 6 | Eli Lilly & Co COM | $13.9M | 11.6K | 3.8% | ▲+10% Added · +1K sh | |
| 7 | Vanguard BD Index FDS TOTAL BND MRKT | $13.7M | 187.0K | 3.7% | ▼−2.3% Reduced · −4K sh | |
| 8 | Ishares Inc CORE MSCI EMKT | $13.5M | 163.1K | 3.7% | ▼−1.7% Reduced · −3K sh | |
| 9 | Schwab Strategic TR US LCAP GR ETF | $13.5M | 397.8K | 3.7% | ▲+1.8% Added · +7K sh | |
| 10 | Fidelity Merrimack STR TR TOTAL BD ETF | $12.4M | 271.8K | 3.4% | ▲+16% Added · +38K sh | |
| 11 | BlackRock ETF Trust ISHA I IN TE ETF | $12.0M | 226.8K | 3.3% | ▼−39% Reduced · −145K sh | |
| 12 | Ishares TR CORE S&P500 ETF | $10.9M | 14.6K | 3.0% | ▲+13% Added · +2K sh | |
| 13 | Vanguard Wellington FD US MULTIFACTOR | $10.1M | 57.1K | 2.8% | ▼−2.7% Reduced · −2K sh | |
| 14 | Ishares TR CORE US AGGBD ET | $9.9M | 100.2K | 2.7% | ▲+17% Added · +14K sh | |
| 15 | BlackRock ETF Trust II ISHA TOTA RE ETF | $8.8M | 175.6K | 2.4% | ▲+11% Added · +17K sh | |
| 16 | TCW ETF Trust TRANS SYSTE ETF | $8.4M | 68.2K | 2.3% | ▼−23% Reduced · −21K sh | |
| 17 | Ishares TR EAFE VALUE ETF | $8.3M | 108.4K | 2.3% | ▲+32% Added · +27K sh | |
| 18 | Abacus FCF ETF TR LEADERS ETF | $7.8M | 90.4K | 2.1% | ▲+0.4% Added · +327 sh | |
| 19 | Ishares TR RUS 1000 ETF | $7.3M | 17.8K | 2.0% | ▲New New position | |
| 20 | State STR SPDR S&P 500 ETF T TR UNIT | $6.7M | 8.9K | 1.8% | ▲+0.7% Added · +60 sh | |
| 21 | Vaneck ETF Trust FALLEN ANGEL HG | $5.5M | 189.3K | 1.5% | ▼−2.7% Reduced · −5K sh | |
| 22 | Ishares TR US TREAS BD ETF | $5.2M | 228.3K | 1.4% | ▲+13% Added · +27K sh | |
| 23 | Ishares TR 3 7 YR TREAS BD | $5.1M | 43.1K | 1.4% | ▲+12% Added · +5K sh | |
| 24 | Fidelity Covington Trust HIGH DIVID ETF | $4.4M | 73.5K | 1.2% | ▲+2.1% Added · +2K sh | |
| 25 | J P Morgan Exchange Traded F INTRNL RES EQT | $4.4M | 53.5K | 1.2% | ▲+3.5% Added · +2K sh | |
| 26 | Pacer FDS TR SWAN SOS FD OF | $4.4M | 128.3K | 1.2% | ▼−3.3% Reduced · −4K sh | |
| 27 | Ishares TR 10-20 YR TRS ETF | $4.3M | 42.4K | 1.2% | ▲+20% Added · +7K sh | |
| 28 | Ishares Inc EMNG MKTS EQT | $4.2M | 58.0K | 1.2% | ▲+15% Added · +7K sh | |
| 29 | Apple Inc COM | $3.9M | 13.6K | 1.1% | ▲+8.3% Added · +1K sh | |
| 30 | Ishares TR CORE MSCI EAFE | $3.7M | 37.9K | 1.0% | ▲+14% Added · +5K sh | |
| 31 | Ishares TR CORE DIV GRWTH | $3.2M | 41.7K | 0.9% | ▼−5.9% Reduced · −3K sh | |
| 32 | Abacus FCF ETF TR ABACUS FCF REAL | $3.1M | 104.6K | 0.9% | ▲+15% Added · +13K sh | |
| 33 | Ishares TR MSCI EAFE ETF | $3.1M | 30.0K | 0.8% | ▼−1.6% Reduced · −482 sh | |
| 34 | JPMorgan Chase & Co COM | $2.9M | 9.0K | 0.8% | ▲+16% Added · +1K sh | |
| 35 | Ishares TR U.S. FIN SVC ETF | $2.8M | 31.1K | 0.8% | ▼−26% Reduced · −11K sh | |
| 36 | Danaher Corp Del COM | $2.8M | 14.7K | 0.8% | ▲+0.1% Added · +13 sh | |
| 37 | Ishares TR US CONSM STAPLES | $2.5M | 33.8K | 0.7% | ▼−22% Reduced · −10K sh | |
| 38 | Ishares Gold TR ISHARES NEW | $2.3M | 30.4K | 0.6% | ▲+22% Added · +6K sh | |
| 39 | Vanguard Index FDS SMALL CP ETF | $1.9M | 6.4K | 0.5% | ▼−3.2% Reduced · −210 sh | |
| 40 | Ishares TR US AER DEF ETF | $1.9M | 7.9K | 0.5% | ▲+8.7% Added · +635 sh | |
| 41 | Microsoft Corp COM | $1.9M | 5.1K | 0.5% | ▲+3.1% Added · +154 sh | |
| 42 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $1.9M | 24.1K | 0.5% | ▲+0.9% Added · +209 sh | |
| 43 | Ishares TR S&P 500 GRWT ETF | $1.8M | 12.9K | 0.5% | ▲+2.2% Added · +276 sh | |
| 44 | Amazon Com Inc COM | $1.7M | 7.1K | 0.5% | ▲+8.2% Added · +534 sh | |
| 45 | SPDR Series Trust ST STR P500ETF | $1.7M | 19.1K | 0.5% | ▲+0.6% Added · +119 sh | |
| 46 | Nvidia Corporation COM | $1.5M | 7.4K | 0.4% | ▲+9.7% Added · +657 sh | |
| 47 | Marsh & McLennan Cos Inc COM | $1.4M | 8.5K | 0.4% | ▲~0% Added · +1 sh | |
| 48 | Philip Morris Intl Inc COM | $1.4M | 7.8K | 0.4% | ▼−0.4% Reduced · −29 sh | |
| 49 | Pacer FDS TR SWA MOD APR ETF | $1.4M | 43.2K | 0.4% | ▼−1.4% Reduced · −612 sh | |
| 50 | Berkshire Hathaway Inc Del CL B NEW | $1.2M | 2.4K | 0.3% | ▲+0.7% Added · +18 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2116061/holdings"
Use Arkolith to show Storen Legacy Partners, LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.