Storen Legacy Partners, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of the close of business on September 30, 2026. The filing lists the firm’s Chief Compliance Officer, Laura Barahona, as the authorized signatory.
The report details a portfolio of 120 individual securities. The largest holding by number of shares is the iShares Core S&P 500 ETF, with 11,708,832 shares. The firm also holds significant positions in the iShares Core MSCI Emerging Markets ETF (12,582,884 shares) and the iShares Core S&P 500 ETF (11,708,832 shares).
Among individual equities, Eli Lilly & Co. is the largest position, with 22,096,800 shares. Other notable individual stock holdings include Apple Inc. (4,457,215 shares), Broadcom Inc. (595,382 shares), and Microsoft Corp. (2,506,632 shares).
The portfolio is heavily weighted toward exchange-traded funds (ETFs), with holdings in funds managed by BlackRock, iShares, Invesco, and PIMCO. Notable ETF positions include the iShares Core MSCI EAFE ETF (3,938,720 shares), the Vanguard Total Bond Market ETF (1,816,137 shares), and the Schwab Strategic Trust US Large Cap Growth ETF (13,787,075 shares).
