Storen Legacy Partners, LLC — Q4 2025 13F Holdings

Holdings as of December 31, 2025

Portfolio value

$318.77B

Holdings count

77 positions reported

Accession #

0002116061-26-000001

Form 13F-HR

Loading quarter-over-quarter changes...

All Reported Positions

77 positions sorted by value

77 positions

Issuer	CUSIP	Valuev	Weight	Shares/Prin.	Discretion	Voting (Sole/Shared/None)
VANGUARD INDEX FDSS&P 500 ETF SHS	922908363	$51.95B	16.30%	82,837shares	SOLE	0 / 0 / 82,837
ISHARES TRMSCI EAFE ETF	464287465	$41.39B	12.98%	430,985shares	SOLE	0 / 0 / 430,985
VANGUARD BD INDEX FDSTOTAL BND MRKT	921937835	$40.71B	12.77%	549,681shares	SOLE	0 / 0 / 549,681
SCHWAB STRATEGIC TRUS LCAP GR ETF	808524300	$30.60B	9.60%	938,072shares	SOLE	0 / 0 / 938,072
VANGUARD WELLINGTON FDUS MULTIFACTOR	921935607	$30.38B	9.53%	201,533shares	SOLE	0 / 0 / 201,533
VANECK ETF TRUSTFALLEN ANGEL HG	92189F437	$16.73B	5.25%	569,702shares	SOLE	0 / 0 / 569,702
CAPITAL GROUP GROWTH ETFSHS CREATION UNI	14020G101	$13.56B	4.26%	305,016shares	SOLE	0 / 0 / 305,016
PACER FDS TRSWAN SOS FD OF	69374H568	$11.52B	3.61%	356,313shares	SOLE	0 / 0 / 356,313
ELI LILLY & COCOM	532457108	$11.33B	3.56%	10,546shares	SOLE	0 / 0 / 10,546
ISHARES TRCORE US AGGBD ET	464287226	$8.38B	2.63%	83,903shares	SOLE	0 / 0 / 83,903
ISHARES TRCORE DIV GRWTH	46434V621	$7.59B	2.38%	109,365shares	SOLE	0 / 0 / 109,365
SPDR S&P 500 ETF TRTR UNIT	78462F103	$6.12B	1.92%	8,977shares	SOLE	0 / 0 / 8,977
APPLE INCCOM	037833100	$3.49B	1.09%	12,828shares	SOLE	0 / 0 / 12,828
DANAHER CORPORATIONCOM	235851102	$3.36B	1.05%	14,674shares	SOLE	0 / 0 / 14,674
JPMORGAN CHASE & COCOM	46625H100	$2.53B	0.79%	7,864shares	SOLE	0 / 0 / 7,864
MICROSOFT CORPCOM	594918104	$2.41B	0.76%	4,979shares	SOLE	0 / 0 / 4,979
VANGUARD INDEX FDSSMALL CP ETF	922908751	$2.28B	0.72%	8,853shares	SOLE	0 / 0 / 8,853
VANGUARD SCOTTSDALE FDSSHRT TRM CORP BD	92206C409	$1.89B	0.59%	23,752shares	SOLE	0 / 0 / 23,752
MARSH & MCLENNAN COS INCCOM	571748102	$1.58B	0.49%	8,499shares	SOLE	0 / 0 / 8,499
AMAZON COM INCCOM	023135106	$1.55B	0.49%	6,715shares	SOLE	0 / 0 / 6,715
SPDR SERIES TRUSTSTATE STREET SPD	78464A854	$1.36B	0.43%	16,947shares	SOLE	0 / 0 / 16,947
NVIDIA CORPORATIONCOM	67066G104	$1.35B	0.42%	7,239shares	SOLE	0 / 0 / 7,239
PACER FDS TRSWAN SOS MODERAT	69374H519	$1.32B	0.41%	44,195shares	SOLE	0 / 0 / 44,195
PHILIP MORRIS INTL INCCOM	718172109	$1.25B	0.39%	7,787shares	SOLE	0 / 0 / 7,787
BERKSHIRE HATHAWAY INC DELCL B NEW	084670702	$1.23B	0.39%	2,442shares	SOLE	0 / 0 / 2,442
ISHARES TRMSCI USA QLT FCT	46432F339	$1.11B	0.35%	5,613shares	SOLE	0 / 0 / 5,613
DBX ETF TRXTRACK MSCI EAFE	233051200	$1.04B	0.33%	21,642shares	SOLE	0 / 0 / 21,642
FORTIVE CORPCOM	34959J108	$1.02B	0.32%	18,479shares	SOLE	0 / 0 / 18,479
ISHARES TRCORE S&P500 ETF	464287200	$891.03M	0.28%	1,301shares	SOLE	0 / 0 / 1,301
ISHARES TRCORE S&P MCP ETF	464287507	$843.02M	0.26%	12,773shares	SOLE	0 / 0 / 12,773
INVESCO QQQ TRUNIT SER 1	46090E103	$821.15M	0.26%	1,337shares	SOLE	0 / 0 / 1,337
SCHWAB STRATEGIC TRUS SML CAP ETF	808524607	$800.94M	0.25%	28,123shares	SOLE	0 / 0 / 28,123
ALTRIA GROUP INCCOM	02209S103	$723.77M	0.23%	12,552shares	SOLE	0 / 0 / 12,552
ALPHABET INCCAP STK CL A	02079K305	$702.58M	0.22%	2,245shares	SOLE	0 / 0 / 2,245
3M COCOM	88579Y101	$696.34M	0.22%	4,349shares	SOLE	0 / 0 / 4,349
BROADCOM INCCOM	11135F101	$680.67M	0.21%	1,967shares	SOLE	0 / 0 / 1,967
SCHWAB STRATEGIC TRUS DIVIDEND EQ	808524797	$639.30M	0.20%	23,307shares	SOLE	0 / 0 / 23,307
MONDELEZ INTL INCCL A	609207105	$619.06M	0.19%	11,500shares	SOLE	0 / 0 / 11,500
NRG ENERGY INCCOM NEW	629377508	$587.77M	0.18%	3,691shares	SOLE	0 / 0 / 3,691
INVESCO EXCHANGE TRADED FD TDJ INDL AVG DV	46137V605	$532.27M	0.17%	9,315shares	SOLE	0 / 0 / 9,315
FIDELITY COVINGTON TRUSTVLU FACTOR ETF	316092782	$483.70M	0.15%	6,693shares	SOLE	0 / 0 / 6,693
PNC FINL SVCS GROUP INCCOM	693475105	$469.22M	0.15%	2,248shares	SOLE	0 / 0 / 2,248
VERALTO CORPCOM SHS	92338C103	$434.94M	0.14%	4,359shares	SOLE	0 / 0 / 4,359
PROCTER AND GAMBLE COCOM	742718109	$429.17M	0.13%	2,995shares	SOLE	0 / 0 / 2,995
PEPSICO INCCOM	713448108	$405.16M	0.13%	2,823shares	SOLE	0 / 0 / 2,823
OREILLY AUTOMOTIVE INCCOM	67103H107	$404.97M	0.13%	4,440shares	SOLE	0 / 0 / 4,440
CORTEVA INCCOM	22052L104	$404.37M	0.13%	6,033shares	SOLE	0 / 0 / 6,033
ORACLE CORPCOM	68389X105	$383.83M	0.12%	1,969shares	SOLE	0 / 0 / 1,969
PACER FDS TRSWAN SOS MODRTE	69374H485	$376.69M	0.12%	12,247shares	SOLE	0 / 0 / 12,247
BRISTOL-MYERS SQUIBB COCOM	110122108	$373.99M	0.12%	6,934shares	SOLE	0 / 0 / 6,934
ALPHABET INCCAP STK CL C	02079K107	$357.69M	0.11%	1,140shares	SOLE	0 / 0 / 1,140
EQUITY RESIDENTIALSH BEN INT	29476L107	$339.79M	0.11%	5,390shares	SOLE	0 / 0 / 5,390
TESLA INCCOM	88160R101	$327.85M	0.10%	729shares	SOLE	0 / 0 / 729
ISHARES TRMSCI USA MMENTM	46432F396	$317.89M	0.10%	1,270shares	SOLE	0 / 0 / 1,270
RALLIANT CORPCOM	750940108	$313.56M	0.10%	6,159shares	SOLE	0 / 0 / 6,159
SCHWAB STRATEGIC TRUS LRG CAP ETF	808524201	$306.06M	0.10%	11,374shares	SOLE	0 / 0 / 11,374
CISCO SYS INCCOM	17275R102	$297.79M	0.09%	3,866shares	SOLE	0 / 0 / 3,866
SALESFORCE INCCOM	79466L302	$287.38M	0.09%	1,085shares	SOLE	0 / 0 / 1,085
VONTIER CORPORATIONCOM	928881101	$274.57M	0.09%	7,385shares	SOLE	0 / 0 / 7,385
ISHARES TRRUSSELL 2000 ETF	464287655	$272.50M	0.09%	1,107shares	SOLE	0 / 0 / 1,107
MASTERCARD INCORPORATEDCL A	57636Q104	$271.37M	0.09%	475shares	SOLE	0 / 0 / 475
ISHARES TRRUS 1000 GRW WTF	464287614	$260.52M	0.08%	550shares	SOLE	0 / 0 / 550
MASCO CORPCOM	574599106	$253.46M	0.08%	3,994shares	SOLE	0 / 0 / 3,994
WALMART INCCOM	931142103	$253.12M	0.08%	2,272shares	SOLE	0 / 0 / 2,272
CATERPILLAR INCCOM	149123101	$252.77M	0.08%	441shares	SOLE	0 / 0 / 441
ISHARES TRMSCI USA MIN VOL	46429B697	$247.92M	0.08%	2,633shares	SOLE	0 / 0 / 2,633
ABBVIE INCCOM	00287Y109	$246.78M	0.08%	1,080shares	SOLE	0 / 0 / 1,080
KIMBERLY-CLARK CORPCOM	494368103	$246.37M	0.08%	2,442shares	SOLE	0 / 0 / 2,442
VANGUARD SCOTTSDALE FDSINT-TERM CORP	92206C870	$231.80M	0.07%	2,768shares	SOLE	0 / 0 / 2,768
INTUITIVE SURGICAL INCCOM NEW	46120E602	$216.92M	0.07%	383shares	SOLE	0 / 0 / 383
CME GROUP INCCOM	12572Q105	$211.91M	0.07%	776shares	SOLE	0 / 0 / 776
SPDR SERIES TRUSTSTATE STREET SPD	78464A474	$211.36M	0.07%	6,999shares	SOLE	0 / 0 / 6,999
VISA INCCOM CL A	92826C839	$207.97M	0.07%	593shares	SOLE	0 / 0 / 593
ELEVANCE HEALTH INC FORMERLYCOM	036752103	$207.45M	0.07%	592shares	SOLE	0 / 0 / 592
SCHWAB STRATEGIC TREMRG MKTEQ ETF	808524706	$206.77M	0.06%	6,314shares	SOLE	0 / 0 / 6,314
ISHARES TRCORE HIGH DV ETF	46429B663	$201.37M	0.06%	1,656shares	SOLE	0 / 0 / 1,656
MEDTRONIC PLCSHS	G5960L103	$200.70M	0.06%	2,089shares	SOLE	0 / 0 / 2,089

Filing Metadata

Form type

13F-HR

Filing date

Mar 5, 2026

Holdings as of

December 31, 2025

Accession

0002116061-26-000001

CIK

0002116061

View on SEC

Portfolio Snapshot

Total Portfolio Value

$318.77B

Number of Positions

77 reported by filer

Top 10 Concentration

80.5%

Top 20 Concentration

90.8%

Unique Issuers

By CUSIP

Avg. Position Size

$4.14B

Across 77 holdings

Top 5 Holdings

VANGUARD INDEX FDS16.3%

ISHARES TR13.0%

VANGUARD BD INDEX FDS12.8%

SCHWAB STRATEGIC TR9.6%

VANGUARD WELLINGTON FD9.5%