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Storen Legacy Partners, LLC - Portfolio Stock Holdings

Storen Legacy Partners, LLC disclosed 118 stock positions in a recent SEC 13F filing. $366,804,193 of stock holdings were filed, with the largest holdings including VOO, DYNF, and JAVA. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $438,267,419 and has 14 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from individuals.

Report Period:

June 30, 2026

No. of Stocks:

118

Est. Stock Holding Value:

$366,804,193

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Storen Legacy Partners, LLC

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

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