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Laura Barahona

Storen Legacy Partners, Llc

Assets Managed
$318.99M
Holdings
102
Last Quarter
2026 - Q1
Filed Date
1mo 4d ago
Growth Rate
0.07%(2Q avg: 0.04%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Storen Legacy Partners, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 102 positions.

Assets under management

The assets under management (AUM) of Storen Legacy Partners, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 318.99M in assets, with a quarterly growth rate of 0.07% and a 2-quarter average growth rate of 0.04%. The portfolio is managed by Laura Barahona, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -59.92%
6.22%
$19.839M
33,200 shares@ $597.55 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
New Position
5.65%
$18.017M
309,676 shares@ $58.19 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
New Position
5.03%
$16.02M
223,269 shares@ $71.76 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -65.16%
4.43%
$14.1M
191,478 shares@ $73.65 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
New Position
4.12%
$13.136M
262,099 shares@ $50.13 avg price
BAI
Ishrs Ai In And Tech Act Etf
Recent Activity
New Position
3.85%
$12.258M
372,014 shares@ $32.95 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
New Position
3.73%
$11.87M
228,579 shares@ $51.93 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
New Position
3.63%
$11.572M
165,905 shares@ $69.76 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Decreased -58.34%
3.57%
$11.384M
390,790 shares@ $29.13 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
New Position
3.34%
$10.643M
233,288 shares@ $45.62 avg price

1-10 of 102