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Sierra Legacy Group - Portfolio Stock Holdings

Sierra Legacy Group disclosed 83 stock positions in a recent SEC 13F filing. $129,054,922 of stock holdings were filed, with the largest holdings including SHV, BRK.B, and MSFT. This filing represented positions held on June 30, 2026, and was filed yesterday.

Report Period:

June 30, 2026

No. of Stocks:

83

Est. Stock Holding Value:

$129,054,922

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Sierra Legacy Group

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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