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Latest MGO Private Wealth, LLC Stock Portfolio

$20.70Million | No. of Holdings #26

MGO Private Wealth, LLC Performance

2026 Q2+5.11%
YTD+4.42%
2025+11.79%

About MGO Private Wealth, LLC and 13F Hedge Fund Stock Holdings

Legacy PCG, LLC is a hedge fund based in Irvine, CA. On 2026-08-12, the fund reported it's updated stock portfolio. In the 13F Holdings report, Legacy PCG, LLC reported an equity portfolio of $20.7 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Legacy PCG, LLC are VB, BIV, VEU. The fund has invested 28% of it's portfolio in VANGUARD INDEX FDS and 10% of portfolio in VANGUARD BD INDEX FDS. <br><br> The fund managers got completely rid off BLACKSTONE SECD LENDING FD stocks. They significantly reduced their stock positions in APPLE INC (AAPL), VANGUARD WHITEHALL FDS (VIGI) and PIMCO ETF TR (BOND). Legacy PCG, LLC opened new stock positions in CROWDSTRIKE HLDGS INC (CRWD), AMAZON COM INC (AMZN) and INVESCO EXCHANGE TRADED FD T (CSD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INDEX FDS (VB), ISHARES TR (IJR) and VANGUARD BD INDEX FDS (BIV).
MGO Private Wealth, LLC Equity Portfolio Value
Last Reported on: 12 Aug, 2026
$20.70Million
  as of Aug 12, 2026

MGO Private Wealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Legacy PCG, LLC made a return of 5.11% in the last quarter. In trailing 12 months, it's portfolio return was 10.95%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
crowdstrike hldgs inc364,759
amazon com inc252,819
invesco exchange traded fd t209,500
New stocks bought by MGO Private Wealth, LLC

Additions

Ticker% Inc.
vanguard index fds282
ishares tr53.12
vanguard bd index fds9.75
state str spdr s&p 500 etf t4.49
Additions to existing portfolio by MGO Private Wealth, LLC

Reductions

Ticker% Reduced
apple inc-29.85
vanguard whitehall fds-23.94
pimco etf tr-10.73
ishares tr-10.45
vanguard intl equity index f-7.38
ishares inc-4.01
ishares inc-3.73
vanguard index fds-3.39
MGO Private Wealth, LLC reduced stake in above stock

Sold off

Ticker$ Sold
blackstone secd lending fd-343,979
MGO Private Wealth, LLC got rid off the above stocks

Sector Distribution

Legacy PCG, LLC has about 93.3% of it's holdings in Others sector.

  • Others
  • Technology
  • Consumer Cyclical
Sector%
Others93.3
Technology5.5
Consumer Cyclical1.3

Market Cap. Distribution

Legacy PCG, LLC has about 6.7% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED93.3
MEGA-CAP4.9
LARGE-CAP1.8

Stocks belong to which Index?

About 4.9% of the stocks held by Legacy PCG, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
Index%
Others95.1
S&P 5004.9
Top 5 Winners (%)%
NVDA
nvidia corporation
24.7 %
QQQ
invesco qqq tr
24.6 %
VB
vanguard index fds
18.6 %
SPY
state str spdr s&p 500 etf t
18.3 %
AAPL
apple inc
18.2 %
Top 5 Winners ($)$
VB
vanguard index fds
0.9 M
VEU
vanguard intl equity index f
0.2 M
VEU
vanguard intl equity index f
0.2 M
AAPL
apple inc
0.1 M
SPY
state str spdr s&p 500 etf t
0.1 M
Top 5 Losers (%)%
VB
vanguard index fds
-60.9 %
BOND
pimco etf tr
-6.3 %
AGGH
simplify exchange traded fun
-3.7 %
IJR
ishares tr
-2.7 %
IJR
ishares tr
-2.6 %
Top 5 Losers ($)$
VB
vanguard index fds
-0.6 M
BIV
vanguard bd index fds
0.0 M
IJR
ishares tr
0.0 M
IJR
ishares tr
0.0 M
AGGH
simplify exchange traded fun
0.0 M

MGO Private Wealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of MGO Private Wealth, LLC

Legacy PCG, LLC has 26 stocks in it's portfolio. About 71.8% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Legacy PCG, LLC last quarter.

$20.16MTotal Value
27.00Positions
12 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of MGO Private Wealth, LLC, last reported on 12 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
ACWV
Ishares Inc

Ishares Inc

ACWV
MGO Private Wealth, LLC's holding in Ishares Inc over time
2%3,511
$414.3K
2%
unchanged 0 percentunchanged
ACWV
Ishares Inc

Ishares Inc

ACWV
MGO Private Wealth, LLC's holding in Ishares Inc over time
1.35%4,546
$279.6K
1.35%
decreased 3.73 percentreduced
AGGH
Simplify Exchange Traded Fun

Simplify Exchange Traded Fun

AGGH
MGO Private Wealth, LLC's holding in Simplify Exchange Traded Fun over time
2.16%22,004
$447.1K
2.16%
unchanged 0 percentunchanged
AGNG
Global X Fds

Global X Fds

AGNG
MGO Private Wealth, LLC's holding in Global X Fds over time
2.1%5,916
$435.3K
2.1%
decreased 0.87 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
MGO Private Wealth, LLC's holding in Vanguard Bd Index Fds over time
9.96%28,572
$2.06M
9.96%
increased 9.75 percentadded
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
MGO Private Wealth, LLC's holding in Vanguard Bd Index Fds over time
1.12%2,987
$231.4K
1.12%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
MGO Private Wealth, LLC's holding in Vanguard Scottsdale Fds over time
1.15%4,092
$238.4K
1.15%
unchanged 0 percentunchanged
BOND
Pimco Etf Tr

Pimco Etf Tr

BOND
MGO Private Wealth, LLC's holding in Pimco Etf Tr over time
1.03%4,468
$212.9K
1.03%
decreased 10.73 percentreduced
CSD
Invesco Exchange Traded Fd T

Invesco Exchange Traded Fd T

CSD
MGO Private Wealth, LLC's holding in Invesco Exchange Traded Fd T over time
1.01%2,436
$209.5K
1.01%
new position
EMGF
Ishares Inc

Ishares Inc

EMGF
MGO Private Wealth, LLC's holding in Ishares Inc over time
2.13%5,534
$440.3K
2.13%
decreased 4.01 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
MGO Private Wealth, LLC's holding in Ishares Tr over time
6.64%14,127
$1.37M
6.64%
decreased 0.18 percentreduced
IJR
Ishares Tr

Ishares Tr

IJR
MGO Private Wealth, LLC's holding in Ishares Tr over time
3.37%6,535
$698.3K
3.37%
increased 53.12 percentadded
IJR
Ishares Tr

Ishares Tr

IJR
MGO Private Wealth, LLC's holding in Ishares Tr over time
2.05%4,576
$424.5K
2.05%
decreased 10.45 percentreduced
QQQ
Invesco Qqq Tr

Invesco Qqq Tr

QQQ
MGO Private Wealth, LLC's holding in Invesco Qqq Tr over time
1.45%416
$299.9K
1.45%
decreased 2.35 percentreduced
SPY
State Str Spdr S&P 500 Etf T

State Str Spdr S&P 500 Etf T

SPY
MGO Private Wealth, LLC's holding in State Str Spdr S&P 500 Etf T over time
2.26%605
$467.6K
2.26%
increased 4.49 percentadded
VB
Vanguard Index Fds

Vanguard Index Fds

VB
MGO Private Wealth, LLC's holding in Vanguard Index Fds over time
28%8,158
$5.80M
28%
decreased 3.39 percentreduced