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Roberto Roman

Legacy Pcg, Llc

Assets Managed
$18.614M
Holdings
25
Last Quarter
2026 - Q1
Filed Date
1mo 1d ago
Growth Rate
-88.47%(2Q avg: -45.81%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Legacy Pcg, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 25 positions.

Assets under management

The assets under management (AUM) of Legacy Pcg, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 18.614M in assets, with a quarterly growth rate of -88.47% and a 2-quarter average growth rate of -45.81%. The portfolio is managed by Roberto Roman, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -85.76%
27.11%
$5.046M
8,444 shares@ $597.55 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -84.94%
10.3%
$1.917M
26,034 shares@ $73.64 avg price
AGG
Ishares Core U.s. Aggregate
Recent Activity
Decreased -85.19%
7.55%
$1.405M
14,152 shares@ $99.27 avg price
VGK
Vanguard Ftse Europe Etf
Recent Activity
Decreased -83.17%
7.04%
$1.309M
15,879 shares@ $82.43 avg price
VPL
Vanguard Ftse Pacific Etf
Recent Activity
Decreased -86.78%
5.63%
$1.047M
10,713 shares@ $97.73 avg price
XLE
Energy Select Sector Spdr
Recent Activity
Decreased -71.09%
4.13%
$767,548
12,529 shares@ $61.27 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -89.15%
3.46%
$642,295
11,883 shares@ $54.06 avg price
AAPL
Apple Inc
Recent Activity
Decreased -88.81%
2.97%
$551,844
2,174 shares@ $253.84 avg price
VWOB
Vanguard Emerg Mkts Gov Bnd
Recent Activity
Decreased -77.18%
2.87%
$534,191
8,132 shares@ $65.69 avg price
IEF
Ishares 7-10 Year Treasury B
Recent Activity
Decreased -92.18%
2.63%
$487,698
5,110 shares@ $95.44 avg price

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