# EDGAR Filing Document

**Accession Number:** 0002116061
**File Stem:** 0002116061-26-000001
**Filing Date:** 2026-3
**Character Count:** 11264
**Document Hash:** b33fd41a502a62fa7c2bc6a9e15d18c1
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002116061-26-000001.hdr.sgml**: 20260305

**ACCESSION NUMBER**: 0002116061-26-000001

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260305

**DATE AS OF CHANGE**: 20260305

**EFFECTIVENESS DATE**: 20260305

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Storen Legacy Partners, LLC
- **CENTRAL INDEX KEY:** 0002116061

**ORGANIZATION NAME:**
- **EIN:** 412526899
- **STATE OF INCORPORATION:** IN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26746
- **FILM NUMBER:** 26725827

**BUSINESS ADDRESS:**
- **STREET 1:** 1120 W OAK ST
- **STREET 2:** SUITE 200
- **CITY:** ZIONSVILLE
- **STATE:** IN
- **ZIP:** 46077
- **BUSINESS PHONE:** 317-733-1000

**MAIL ADDRESS:**
- **STREET 1:** 1120 W OAK ST
- **STREET 2:** SUITE 200
- **CITY:** ZIONSVILLE
- **STATE:** IN
- **ZIP:** 46077

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Storen Legacy Partners LLC<br>**Address:** 1120 W OAK ST<br>SUITE 200<br>ZIONSVILLE, IN 46077

**Form 13F File Number:** 028-26746

**CRD Number (if applicable):** 000339197

**SEC File Number (if applicable):** 801-134761

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Laura Barahona<br>**Title:** Chief Compliance Officer<br>**Phone:** 317-733-1000

**Signature, Place, and Date of Signing:**

Laura Barahona  Zionsville, IN  03-05-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 77

**Form 13F Information Table Value Total:** $318767137

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 696343 | 4349 | SH |  | SOLE |  | 0 | 0 | 4349 |
| ABBVIE INC | COM | 00287Y109 |  | 246775 | 1080 | SH |  | SOLE |  | 0 | 0 | 1080 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 702577 | 2245 | SH |  | SOLE |  | 0 | 0 | 2245 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 357694 | 1140 | SH |  | SOLE |  | 0 | 0 | 1140 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 723773 | 12552 | SH |  | SOLE |  | 0 | 0 | 12552 |
| AMAZON COM INC | COM | 023135106 |  | 1549956 | 6715 | SH |  | SOLE |  | 0 | 0 | 6715 |
| APPLE INC | COM | 037833100 |  | 3487304 | 12828 | SH |  | SOLE |  | 0 | 0 | 12828 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1227471 | 2442 | SH |  | SOLE |  | 0 | 0 | 2442 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 373994 | 6934 | SH |  | SOLE |  | 0 | 0 | 6934 |
| BROADCOM INC | COM | 11135F101 |  | 680674 | 1967 | SH |  | SOLE |  | 0 | 0 | 1967 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 13564079 | 305016 | SH |  | SOLE |  | 0 | 0 | 305016 |
| CATERPILLAR INC | COM | 149123101 |  | 252772 | 441 | SH |  | SOLE |  | 0 | 0 | 441 |
| CISCO SYS INC | COM | 17275R102 |  | 297792 | 3866 | SH |  | SOLE |  | 0 | 0 | 3866 |
| CME GROUP INC | COM | 12572Q105 |  | 211910 | 776 | SH |  | SOLE |  | 0 | 0 | 776 |
| CORTEVA INC | COM | 22052L104 |  | 404371 | 6033 | SH |  | SOLE |  | 0 | 0 | 6033 |
| DANAHER CORPORATION | COM | 235851102 |  | 3359172 | 14674 | SH |  | SOLE |  | 0 | 0 | 14674 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051200 |  | 1041220 | 21642 | SH |  | SOLE |  | 0 | 0 | 21642 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 207452 | 592 | SH |  | SOLE |  | 0 | 0 | 592 |
| ELI LILLY  CO | COM | 532457108 |  | 11333205 | 10546 | SH |  | SOLE |  | 0 | 0 | 10546 |
| EQUITY RESIDENTIAL | SH BEN INT | 29476L107 |  | 339786 | 5390 | SH |  | SOLE |  | 0 | 0 | 5390 |
| FIDELITY COVINGTON TRUST | VLU FACTOR ETF | 316092782 |  | 483703 | 6693 | SH |  | SOLE |  | 0 | 0 | 6693 |
| FORTIVE CORP | COM | 34959J108 |  | 1020250 | 18479 | SH |  | SOLE |  | 0 | 0 | 18479 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 |  | 216916 | 383 | SH |  | SOLE |  | 0 | 0 | 383 |
| INVESCO EXCHANGE TRADED FD T | DJ INDL AVG DV | 46137V605 |  | 532266 | 9315 | SH |  | SOLE |  | 0 | 0 | 9315 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 821149 | 1337 | SH |  | SOLE |  | 0 | 0 | 1337 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 |  | 7592091 | 109365 | SH |  | SOLE |  | 0 | 0 | 109365 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 |  | 201370 | 1656 | SH |  | SOLE |  | 0 | 0 | 1656 |
| ISHARES TR | CORE S MCP ETF | 464287507 |  | 843024 | 12773 | SH |  | SOLE |  | 0 | 0 | 12773 |
| ISHARES TR | CORE S ETF | 464287200 |  | 891029 | 1301 | SH |  | SOLE |  | 0 | 0 | 1301 |
| ISHARES TR | CORE US AGGBD ET | 464287226 |  | 8380241 | 83903 | SH |  | SOLE |  | 0 | 0 | 83903 |
| ISHARES TR | MSCI EAFE ETF | 464287465 |  | 41387487 | 430985 | SH |  | SOLE |  | 0 | 0 | 430985 |
| ISHARES TR | MSCI USA MIN VOL | 46429B697 |  | 247923 | 2633 | SH |  | SOLE |  | 0 | 0 | 2633 |
| ISHARES TR | MSCI USA MMENTM | 46432F396 |  | 317894 | 1270 | SH |  | SOLE |  | 0 | 0 | 1270 |
| ISHARES TR | MSCI USA QLT FCT | 46432F339 |  | 1114920 | 5613 | SH |  | SOLE |  | 0 | 0 | 5613 |
| ISHARES TR | RUS 1000 GRW WTF | 464287614 |  | 260521 | 550 | SH |  | SOLE |  | 0 | 0 | 550 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 |  | 272499 | 1107 | SH |  | SOLE |  | 0 | 0 | 1107 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 2533936 | 7864 | SH |  | SOLE |  | 0 | 0 | 7864 |
| KIMBERLY-CLARK CORP | COM | 494368103 |  | 246368 | 2442 | SH |  | SOLE |  | 0 | 0 | 2442 |
| MARSH  MCLENNAN COS INC | COM | 571748102 |  | 1576804 | 8499 | SH |  | SOLE |  | 0 | 0 | 8499 |
| MASCO CORP | COM | 574599106 |  | 253459 | 3994 | SH |  | SOLE |  | 0 | 0 | 3994 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 271371 | 475 | SH |  | SOLE |  | 0 | 0 | 475 |
| MEDTRONIC PLC | SHS | G5960L103 |  | 200697 | 2089 | SH |  | SOLE |  | 0 | 0 | 2089 |
| MICROSOFT CORP | COM | 594918104 |  | 2407992 | 4979 | SH |  | SOLE |  | 0 | 0 | 4979 |
| MONDELEZ INTL INC | CL A | 609207105 |  | 619064 | 11500 | SH |  | SOLE |  | 0 | 0 | 11500 |
| NRG ENERGY INC | COM NEW | 629377508 |  | 587773 | 3691 | SH |  | SOLE |  | 0 | 0 | 3691 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 1350149 | 7239 | SH |  | SOLE |  | 0 | 0 | 7239 |
| ORACLE CORP | COM | 68389X105 |  | 383829 | 1969 | SH |  | SOLE |  | 0 | 0 | 1969 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 404972 | 4440 | SH |  | SOLE |  | 0 | 0 | 4440 |
| PACER FDS TR | SWAN SOS FD OF | 69374H568 |  | 11519599 | 356313 | SH |  | SOLE |  | 0 | 0 | 356313 |
| PACER FDS TR | SWAN SOS MODERAT | 69374H519 |  | 1317055 | 44195 | SH |  | SOLE |  | 0 | 0 | 44195 |
| PACER FDS TR | SWAN SOS MODRTE | 69374H485 |  | 376686 | 12247 | SH |  | SOLE |  | 0 | 0 | 12247 |
| PEPSICO INC | COM | 713448108 |  | 405157 | 2823 | SH |  | SOLE |  | 0 | 0 | 2823 |
| PHILIP MORRIS INTL INC | COM | 718172109 |  | 1249099 | 7787 | SH |  | SOLE |  | 0 | 0 | 7787 |
| PNC FINL SVCS GROUP INC | COM | 693475105 |  | 469220 | 2248 | SH |  | SOLE |  | 0 | 0 | 2248 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 429165 | 2995 | SH |  | SOLE |  | 0 | 0 | 2995 |
| RALLIANT CORP | COM | 750940108 |  | 313555 | 6159 | SH |  | SOLE |  | 0 | 0 | 6159 |
| SALESFORCE INC | COM | 79466L302 |  | 287385 | 1085 | SH |  | SOLE |  | 0 | 0 | 1085 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 808524706 |  | 206767 | 6314 | SH |  | SOLE |  | 0 | 0 | 6314 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 639305 | 23307 | SH |  | SOLE |  | 0 | 0 | 23307 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 808524300 |  | 30599895 | 938072 | SH |  | SOLE |  | 0 | 0 | 938072 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 306065 | 11374 | SH |  | SOLE |  | 0 | 0 | 11374 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 |  | 800942 | 28123 | SH |  | SOLE |  | 0 | 0 | 28123 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 6121471 | 8977 | SH |  | SOLE |  | 0 | 0 | 8977 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A474 |  | 211358 | 6999 | SH |  | SOLE |  | 0 | 0 | 6999 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 1359483 | 16947 | SH |  | SOLE |  | 0 | 0 | 16947 |
| TESLA INC | COM | 88160R101 |  | 327846 | 729 | SH |  | SOLE |  | 0 | 0 | 729 |
| VANECK ETF TRUST | FALLEN ANGEL HG | 92189F437 |  | 16729301 | 569702 | SH |  | SOLE |  | 0 | 0 | 569702 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 |  | 40714839 | 549681 | SH |  | SOLE |  | 0 | 0 | 549681 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 51949604 | 82837 | SH |  | SOLE |  | 0 | 0 | 82837 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 |  | 2283672 | 8853 | SH |  | SOLE |  | 0 | 0 | 8853 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 |  | 231797 | 2768 | SH |  | SOLE |  | 0 | 0 | 2768 |
| VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 |  | 1893709 | 23752 | SH |  | SOLE |  | 0 | 0 | 23752 |
| VANGUARD WELLINGTON FD | US MULTIFACTOR | 921935607 |  | 30375535 | 201533 | SH |  | SOLE |  | 0 | 0 | 201533 |
| VERALTO CORP | COM SHS | 92338C103 |  | 434941 | 4359 | SH |  | SOLE |  | 0 | 0 | 4359 |
| VISA INC | COM CL A | 92826C839 |  | 207971 | 593 | SH |  | SOLE |  | 0 | 0 | 593 |
| VONTIER CORPORATION | COM | 928881101 |  | 274574 | 7385 | SH |  | SOLE |  | 0 | 0 | 7385 |
| WALMART INC | COM | 931142103 |  | 253124 | 2272 | SH |  | SOLE |  | 0 | 0 | 2272 |

---