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Storen Legacy Partners, LLC — 13F Holdings & Portfolio

CIK 2116061 · latest 13F-HR filed 2026-07-17

Backtest portfolio

Storen Legacy Partners, LLC manages $366.8M in 13F-reported U.S. long-equity assets across 116 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VOO (6.20%), DYNF (5.83%), JAVA (5.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 16 new positions and exited 2; 64 existing positions rose in reported value and 9 fell.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM
$366.8M

Long-equity book

Holdings
116

Distinct positions

Period
2026-06-30

Filed 2026-07-17

Q/Q Activity
+16 / −2 / ↑64 / ↓9

vs 2026-03-31

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q2 26
VOO6.2% · -0%DYNF5.8% · +2%JAVA5.2% · +8%FBCG4.3% · -4%BINC3.8% · +16%LLY3.8% · +10%BND3.7% · -2%IEMG3.7% · -2%SCHG3.7% · +2%FBND3.4% · +16%BAI3.3% · -39%IVV3.0% · +13%VFMF2.8% · -3%AGG2.7% · +17%BRTR2.4% · +11%PWRD2.3% · -23%EFV2.3% · +32%ABFL2.1% · +0%IWB2.0% · newSPY1.8% · +1%ANGL1.5% · -3%GOVT1.4% · +13%IEI1.4% · +12%FDVV1.2% · +2%JIRE1.2% · +4%PSFF1.2% · -3%TLH1.2% · +20%EMGF1.2% · +15%AAPL1.1% · +8%IEFA1.0% · +14%DGRO0.9% · -6%ABLD0.9% · +15%EFA0.8% · -2%JPM0.8% · +16%IYG0.8% · -26%DHR0.8% · +0%IYK0.7% · -22%IAU0.6% · +22%VB0.5% · -3%ITA0.5% · +9%MSFT0.5% · +3%VCSH0.5% · +1%IVW0.5% · +2%AMZN0.5% · +8%SPYM0.5% · +1%NVDA0.4% · +10%MRSH0.4% · 0%PM0.4% · -0%PSMR0.4% · -1%BRK.B0.3% · +1%QUAL0.3% · -2%QQQ0.3% · +0%FTV0.3% · 0%CGGR0.3% · -48%SCHA0.3% · +0%DBEF0.3% · -4%MO0.2% · +1%NOC0.2% · newGOOGL0.2% · +6%SCHD0.2% · -0%

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q1 26 → Q2 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

3 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 43.6%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Apr 7, 2026.

Assets Under Management
$438.3M
Discretionary
$438.3M
Employees
14
Accounts
1,676
Address
1120 W OAK ST
SUITE 200
ZIONSVILLE, IN 46077
Phone
(317) 733-1000
Website
Name Title / Status Ownership Type
BARAHONA, LAURA, MANUELA ControlCHIEF COMPLIANCE OFFICER
since Oct 2025
Less than 5%Individual
JACKSON, RONNIE, LEE ControlOWNER
since Oct 2025
10–25%Individual
Kiritschenko, Alexander, Scott ControlOWNER
since Oct 2025
5–10%Individual
Sharma, Kiran, Bala ControlOWNER
since Oct 2025
25–50%Individual
Storen, Greg, Alan ControlOWNER/MANAGING MEMBER
since Oct 2025
25–50%Individual
Ownership & leadership changes · 2 filings with changes since Oct 15, 2025

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Mar 19, 2026 filing
  • ChangedStoren, Greg, Alan · title OWNER → OWNER/MANAGING MEMBER
Oct 29, 2025 filing
  • AddedBARAHONA, LAURA, MANUELA · CHIEF COMPLIANCE OFFICER · Less than 5% · control person
  • ChangedStoren, Greg, Alan · title OWNER / CCO → OWNER
Oct 15, 2025 filing (earliest on record)
  • ListedJACKSON, RONNIE, LEE · OWNER · 10–25% · control person
  • ListedKiritschenko, Alexander, Scott · OWNER · 5–10% · control person
  • ListedSharma, Kiran, Bala · OWNER · 25–50% · control person
  • ListedStoren, Greg, Alan · OWNER / CCO · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 64 →

Top Trims

Show all 9 →

New Positions

Show all 16 →

Exited Positions

Show all 2 →

Storen Legacy Partners, LLC Holdings (2026-06-30)

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VOO 922908363 $22.7M 6.20% 33,095 SH
2 BLACKROCK ETF TRUST DYNF 09290C103 $21.4M 5.83% 314,290 SH
3 J P MORGAN EXCHANGE TRADED F JAVA 46641Q167 $19.2M 5.24% 242,201 SH
4 FIDELITY COVINGTON TRUST FBCG 316092352 $15.7M 4.27% 252,319 SH
5 BLACKROCK ETF TRUST II BINC 092528603 $13.9M 3.80% 266,112 SH
6 ELI LILLY & CO LLY 532457108 $13.9M 3.78% 11,559 SH
7 VANGUARD BD INDEX FDS BND 921937835 $13.7M 3.74% 187,009 SH
8 ISHARES INC IEMG 46434G103 $13.5M 3.68% 163,083 SH
9 SCHWAB STRATEGIC TR SCHG 808524300 $13.5M 3.67% 397,800 SH
10 FIDELITY MERRIMACK STR TR FBND 316188309 $12.4M 3.37% 271,750 SH
11 BLACKROCK ETF TRUST BAI 09290C780 $12.0M 3.26% 226,766 SH
12 ISHARES TR IVV 464287200 $10.9M 2.98% 14,572 SH
13 VANGUARD WELLINGTON FD VFMF 921935607 $10.1M 2.76% 57,126 SH
14 ISHARES TR AGG 464287226 $9.9M 2.70% 100,232 SH
15 BLACKROCK ETF TRUST II BRTR 092528876 $8.8M 2.41% 175,613 SH
16 TCW ETF TRUST PWRD 29287L205 $8.4M 2.29% 68,225 SH
17 ISHARES TR EFV 464288877 $8.3M 2.26% 108,360 SH
18 ABACUS FCF ETF TR ABFL 89628W302 $7.8M 2.12% 90,360 SH
19 ISHARES TR IWB 464287622 $7.3M 1.99% 17,830 SH
20 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $6.7M 1.81% 8,912 SH
21 VANECK ETF TRUST ANGL 92189F437 $5.5M 1.51% 189,347 SH
22 ISHARES TR GOVT 46429B267 $5.2M 1.42% 228,310 SH
23 ISHARES TR IEI 464288661 $5.1M 1.38% 43,131 SH
24 FIDELITY COVINGTON TRUST FDVV 316092840 $4.4M 1.21% 73,536 SH
25 J P MORGAN EXCHANGE TRADED F JIRE 46641Q134 $4.4M 1.20% 53,510 SH
26 PACER FDS TR PSFF 69374H568 $4.4M 1.20% 128,302 SH
27 ISHARES TR TLH 464288653 $4.3M 1.16% 42,372 SH
28 ISHARES INC EMGF 46434G889 $4.2M 1.16% 58,001 SH
29 APPLE INC AAPL 037833100 $3.9M 1.07% 13,618 SH
30 ISHARES TR IEFA 46432F842 $3.7M 1.00% 37,854 SH
31 ISHARES TR DGRO 46434V621 $3.2M 0.86% 41,709 SH
32 ABACUS FCF ETF TR ABLD 89628W708 $3.1M 0.86% 104,647 SH
33 ISHARES TR EFA 464287465 $3.1M 0.85% 30,010 SH
34 JPMORGAN CHASE & CO JPM 46625H100 $2.9M 0.80% 8,978 SH
35 ISHARES TR IYG 464287770 $2.8M 0.77% 31,125 SH
36 DANAHER CORP DEL DHR 235851102 $2.8M 0.76% 14,687 SH
37 ISHARES TR IYK 464287812 $2.5M 0.67% 33,833 SH
38 ISHARES GOLD TR IAU 464285204 $2.3M 0.63% 30,432 SH
39 VANGUARD INDEX FDS VB 922908751 $1.9M 0.53% 6,408 SH
40 ISHARES TR ITA 464288760 $1.9M 0.52% 7,917 SH
41 MICROSOFT CORP MSFT 594918104 $1.9M 0.52% 5,128 SH
42 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.9M 0.52% 24,122 SH
43 ISHARES TR IVW 464287309 $1.8M 0.48% 12,922 SH
44 AMAZON COM INC AMZN 023135106 $1.7M 0.46% 7,062 SH
45 SPDR SERIES TRUST SPYM 78464A854 $1.7M 0.46% 19,148 SH
46 NVIDIA CORPORATION NVDA 67066G104 $1.5M 0.41% 7,448 SH
47 MARSH & MCLENNAN COS INC MRSH 571748102 $1.4M 0.39% 8,508 SH
48 PHILIP MORRIS INTL INC PM 718172109 $1.4M 0.38% 7,803 SH
49 PACER FDS TR PSMR 69374H519 $1.4M 0.38% 43,215 SH
50 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $1.2M 0.33% 2,441 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-17 $366.8M 116 0002116061-26-000003
2026-03-31 2026-04-22 $319.0M 102 0002116061-26-000002
2025-12-31 2026-03-05 $318.8M 77 0002116061-26-000001
Filer Information
Address
1120 W OAK ST
SUITE 200
ZIONSVILLE, IN 46077
Phone
(317) 733-1000
Filing Manager
Storen Legacy Partners, LLC
ZIONSVILLE, IN
Signatory
Laura Barahona
Chief Compliance Officer