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Laura Barahona

Storen Legacy Partners, Llc

Assets Managed
$366.805M
Holdings
116
Last Quarter
2026 - Q2
Filed Date
6d ago
Growth Rate
14.99%(2Q avg: 7.53%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Storen Legacy Partners, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 116 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 2 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 366.805M in assets, with a quarterly growth rate of 14.99% and a 2-quarter average growth rate of 7.53%. The portfolio is managed by Laura Barahona, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -0.31%
6.2%
$22.73M
33,095 shares@ $686.81 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 1.49%
5.83%
$21.375M
314,290 shares@ $68.01 avg price
JAVA
Jpmorgan Active Value Etf
Recent Activity
Increased 8.48%
5.25%
$19.233M
242,201 shares@ $79.41 avg price
FBCG
Fidelity Blue Chip Growth
Recent Activity
Decreased -3.73%
4.28%
$15.672M
252,319 shares@ $62.11 avg price
BINC
Ishares Flex I A Etf-usd Inc
Recent Activity
Increased 16.43%
3.8%
$13.928M
266,112 shares@ $52.35 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 10.49%
3.78%
$13.864M
11,559 shares@ $1199.39 avg price
BND
Vanguard Total Bond Market
Recent Activity
Decreased -2.33%
3.75%
$13.728M
187,009 shares@ $73.41 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -1.7%
3.69%
$13.51M
163,083 shares@ $82.84 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 1.8%
3.67%
$13.462M
397,800 shares@ $33.85 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 16.49%
3.38%
$12.362M
271,750 shares@ $45.5 avg price

1-10 of 116