Storen Legacy Partners, LLC holds a diversified book of 116 stocks worth $366.8M as of Q2 2026 (disclosed Jul 17, 2026, a ~45-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. Cloning the disclosed picks since 2026 would be +6% (+17.9%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
Growth of $10,000 cloning Storen Legacy Partners, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
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 |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~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. The performance line is a simulation of the disclosed long book, not an audited return.