Storen Legacy Partners
Storen Legacy Partners reported 116 stocks worth $367M in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are VOO (6.2%), DYNF (5.8%) and JAVA (5.2%). Compared with Q1 2026, the fund opened new positions in IWB, NOC and MU, added to DYNF, JAVA and BINC, trimmed VOO, FBCG and BND and sold out of EMOP and CRM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 3 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VOO Vanguard S&P 500 ETF | $22.7M | 6.2% | 33K | −105 (−0%) | 3 of 3 | |
| 2 |  DYNF Blackrock ETF Trust | $21.4M | 5.8% | 314K | +4,614 (+1%) | 2 of 3 | |
| 3 |  JAVA J P Morgan Exchange Traded F | $19.2M | 5.2% | 242K | +19K (+8%) | 2 of 3 | |
| 4 |  FBCG Fidelity Covington Trust | $15.7M | 4.3% | 252K | −9,780 (−4%) | 2 of 3 | |
| 5 |  BINC Blackrock ETF Trust II | $13.9M | 3.8% | 266K | +38K (+16%) | 2 of 3 | |
| 6 |  LLY Eli Lilly & Co | $13.9M | 3.8% | 12K | +1,097 (+10%) | 3 of 3 | |
| 7 |  BND Vanguard BD Index Fds | $13.7M | 3.7% | 187K | −4,469 (−2%) | 3 of 3 | |
| 8 |  IEMG Ishares Inc | $13.5M | 3.7% | 163K | −2,822 (−2%) | 2 of 3 | |
| 9 |  SCHG Schwab Strategic TR | $13.5M | 3.7% | 398K | +7,010 (+2%) | 3 of 3 | |
| 10 |  FBND Fidelity Total Bond ETF | $12.4M | 3.4% | 272K | +38K (+16%) | 2 of 3 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026
Reported value
last 3 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 17, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Storen Legacy Partners 13F FAQ
What does Storen Legacy Partners own?
Storen Legacy Partners reported 116 stocks worth $367M in its 13F filing for Q2 2026, filed Jul 17, 2026. Its largest holdings are VOO (6.2%), DYNF (5.8%) and JAVA (5.2%). The table above lists every position in the filing (the top 10 without an account).
What did Storen Legacy Partners buy and sell in Q2 2026?
Compared with Q1 2026: 16 new positions, 54 added to, 36 trimmed and 2 sold out. New positions include IWB, NOC and MU. It sold all of EMOP and CRM.
When will Storen Legacy Partners file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Storen Legacy Partners's portfolio worth?
The Q2 2026 filing reports $367M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.