# EDGAR Filing Document

**Accession Number:** 0002056766
**File Stem:** 0001172661-26-001784
**Filing Date:** 2026-5
**Character Count:** 11151
**Document Hash:** f13697e72d4f7c30bf8dc91095b24bf2
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-26-001784.hdr.sgml**: 20260513

**ACCESSION NUMBER**: 0001172661-26-001784

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260513

**DATE AS OF CHANGE**: 20260513

**EFFECTIVENESS DATE**: 20260513

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Sierra Legacy Group
- **CENTRAL INDEX KEY:** 0002056766

**ORGANIZATION NAME:**
- **EIN:** 471136483
- **STATE OF INCORPORATION:** NV
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-25321
- **FILM NUMBER:** 26972784

**BUSINESS ADDRESS:**
- **STREET 1:** 6424 E. GREENWAY PARKWAY
- **STREET 2:** SUITE 100
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85254
- **BUSINESS PHONE:** 775-322-4500

**MAIL ADDRESS:**
- **STREET 1:** 6424 E. GREENWAY PARKWAY
- **STREET 2:** SUITE 100
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85254

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** Cypress Advisory Group LLC
- **DATE OF NAME CHANGE:** 20250214

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**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:** Sierra Legacy Group<br>**Address:** 6424 E. Greenway Parkway<br>Suite 100<br>Scottsdale, AZ 85254

**Form 13F File Number:** 028-25321

**CRD Number (if applicable):** 000172113

**SEC File Number (if applicable):** 801-122455

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:** Geoffrey A. Grenert<br>**Title:** Managing Director<br>**Phone:** 775-322-4500

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

s/ Geoffrey A. Grenert  Reno, NV  05-13-2026<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:** $131112466

      (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 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 |  | 2374523 | 11975 | SH |  | SOLE |  | 0 | 0 | 11975 |
| ADOBE INC | COM | 00724F101 |  | 781259 | 3214 | SH |  | SOLE |  | 0 | 0 | 3214 |
| AGILENT TECHNOLOGIES INC | COM | 00846U101 |  | 1150970 | 10098 | SH |  | SOLE |  | 0 | 0 | 10098 |
| ALLEGION PLC | ORD SHS | G0176J109 |  | 3306655 | 22759 | SH |  | SOLE |  | 0 | 0 | 22759 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 745836 | 2600 | SH |  | SOLE |  | 0 | 0 | 2600 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 2429882 | 8450 | SH |  | SOLE |  | 0 | 0 | 8450 |
| AMAZON COM INC | COM | 023135106 |  | 1386453 | 6657 | SH |  | SOLE |  | 0 | 0 | 6657 |
| AMETEK INC | COM | 031100100 |  | 2444776 | 11405 | SH |  | SOLE |  | 0 | 0 | 11405 |
| AMGEN INC | COM | 031162100 |  | 216036 | 614 | SH |  | SOLE |  | 0 | 0 | 614 |
| AMPHENOL CORP | CL A | 032095101 |  | 2048134 | 16210 | SH |  | SOLE |  | 0 | 0 | 16210 |
| APPLE INC | COM | 037833100 |  | 3535072 | 13929 | SH |  | SOLE |  | 0 | 0 | 13929 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 1478541 | 7277 | SH |  | SOLE |  | 0 | 0 | 7277 |
| BADGER METER INC | COM | 056525108 |  | 1078181 | 7077 | SH |  | SOLE |  | 0 | 0 | 7077 |
| BENTLEY SYS INC | COM CL B | 08265T208 |  | 784862 | 22348 | SH |  | SOLE |  | 0 | 0 | 22348 |
| BERKLEY W R CORP | COM | 084423102 |  | 1652029 | 24925 | SH |  | SOLE |  | 0 | 0 | 24925 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 5571179 | 11626 | SH |  | SOLE |  | 0 | 0 | 11626 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 |  | 1165956 | 7176 | SH |  | SOLE |  | 0 | 0 | 7176 |
| C H ROBINSON WORLDWIDE IN | COM NEW | 12541W209 |  | 503192 | 3030 | SH |  | SOLE |  | 0 | 0 | 3030 |
| CARLISLE COS INC | COM | 142339100 |  | 668908 | 2005 | SH |  | SOLE |  | 0 | 0 | 2005 |
| CHECK POINT SOFTWARE TECH LT | ORD | M22465104 |  | 1622490 | 11358 | SH |  | SOLE |  | 0 | 0 | 11358 |
| CISCO SYS INC | COM | 17275R102 |  | 2062342 | 26580 | SH |  | SOLE |  | 0 | 0 | 26580 |
| COMFORT SYS USA INC | COM | 199908104 |  | 1627208 | 1180 | SH |  | SOLE |  | 0 | 0 | 1180 |
| COPART INC | COM | 217204106 |  | 606962 | 18282 | SH |  | SOLE |  | 0 | 0 | 18282 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 881841 | 885 | SH |  | SOLE |  | 0 | 0 | 885 |
| CUMMINS INC | COM | 231021106 |  | 4535509 | 8430 | SH |  | SOLE |  | 0 | 0 | 8430 |
| DANAHER CORP DEL | COM | 235851102 |  | 1138548 | 6005 | SH |  | SOLE |  | 0 | 0 | 6005 |
| ELEVANCE HEALTH INC FORMERLY | COM | 036752103 |  | 828483 | 2830 | SH |  | SOLE |  | 0 | 0 | 2830 |
| ETFS GOLD TR | PHYSCL GOLD SHS | 00326A104 |  | 574483 | 12875 | SH |  | SOLE |  | 0 | 0 | 12875 |
| FISERV INC | COM | 337738108 |  | 276210 | 4950 | SH |  | SOLE |  | 0 | 0 | 4950 |
| GENERAL DYNAMICS CORP | COM | 369550108 |  | 1097961 | 3199 | SH |  | SOLE |  | 0 | 0 | 3199 |
| GRACO INC | COM | 384109104 |  | 271303 | 3205 | SH |  | SOLE |  | 0 | 0 | 3205 |
| HERSHEY CO | COM | 427866108 |  | 3158919 | 15195 | SH |  | SOLE |  | 0 | 0 | 15195 |
| ICON PLC | SHS | G4705A100 |  | 516782 | 4670 | SH |  | SOLE |  | 0 | 0 | 4670 |
| IDEX CORP | COM | 45167R104 |  | 1034564 | 5458 | SH |  | SOLE |  | 0 | 0 | 5458 |
| INTUIT | COM | 461202103 |  | 1550947 | 3587 | SH |  | SOLE |  | 0 | 0 | 3587 |
| ISHARES TR | 1 3 YR TREAS BD | 464287457 |  | 755516 | 9150 | SH |  | SOLE |  | 0 | 0 | 9150 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 1355488 | 13466 | SH |  | SOLE |  | 0 | 0 | 13466 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 20136127 | 182409 | SH |  | SOLE |  | 0 | 0 | 182409 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1245032 | 5093 | SH |  | SOLE |  | 0 | 0 | 5093 |
| KEYSIGHT TECHNOLOGIES INC | COM | 49338L103 |  | 945940 | 3350 | SH |  | SOLE |  | 0 | 0 | 3350 |
| LEMAITRE VASCULAR INC | COM | 525558201 |  | 320196 | 2933 | SH |  | SOLE |  | 0 | 0 | 2933 |
| LITTELFUSE INC | COM | 537008104 |  | 617617 | 1820 | SH |  | SOLE |  | 0 | 0 | 1820 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 3790130 | 6271 | SH |  | SOLE |  | 0 | 0 | 6271 |
| MARKEL GROUP INC | COM | 570535104 |  | 227774 | 119 | SH |  | SOLE |  | 0 | 0 | 119 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 1386557 | 2775 | SH |  | SOLE |  | 0 | 0 | 2775 |
| METTLER TOLEDO INTERNATIONAL | COM | 592688105 |  | 1017788 | 807 | SH |  | SOLE |  | 0 | 0 | 807 |
| MICROSOFT CORP | COM | 594918104 |  | 5855349 | 15818 | SH |  | SOLE |  | 0 | 0 | 15818 |
| MOTOROLA SOLUTIONS INC | COM NEW | 620076307 |  | 1464649 | 3375 | SH |  | SOLE |  | 0 | 0 | 3375 |
| NIKE INC | CL B | 654106103 |  | 840049 | 15904 | SH |  | SOLE |  | 0 | 0 | 15904 |
| NORDSON CORP | COM | 655663102 |  | 1646113 | 6187 | SH |  | SOLE |  | 0 | 0 | 6187 |
| NORTHROP GRUMMAN CORP | COM | 666807102 |  | 2144963 | 3144 | SH |  | SOLE |  | 0 | 0 | 3144 |
| NXP SEMICONDUCTORS N V | COM | N6596X109 |  | 250997 | 1275 | SH |  | SOLE |  | 0 | 0 | 1275 |
| OLLIES BARGAIN OUTLET HLDGS | COM | 681116109 |  | 334013 | 3629 | SH |  | SOLE |  | 0 | 0 | 3629 |
| OTIS WORLDWIDE CORP | COM | 68902V107 |  | 865840 | 11233 | SH |  | SOLE |  | 0 | 0 | 11233 |
| PARKER-HANNIFIN CORP | COM | 701094104 |  | 953431 | 1065 | SH |  | SOLE |  | 0 | 0 | 1065 |
| PRUDENTIAL FINL INC | COM | 744320102 |  | 293070 | 3000 | SH |  | SOLE |  | 0 | 0 | 3000 |
| ROCKWELL AUTOMATION INC | COM | 773903109 |  | 678642 | 1891 | SH |  | SOLE |  | 0 | 0 | 1891 |
| ROSS STORES INC | COM | 778296103 |  | 5602702 | 25863 | SH |  | SOLE |  | 0 | 0 | 25863 |
| SALESFORCE INC | COM | 79466L302 |  | 897136 | 4806 | SH |  | SOLE |  | 0 | 0 | 4806 |
| SAP SE | SPON ADR | 803054204 |  | 978979 | 5718 | SH |  | SOLE |  | 0 | 0 | 5718 |
| SIMPSON MFG INC | COM | 829073105 |  | 516576 | 3010 | SH |  | SOLE |  | 0 | 0 | 3010 |
| SMITH A O CORP | COM | 831865209 |  | 1272774 | 19302 | SH |  | SOLE |  | 0 | 0 | 19302 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 2410590 | 26305 | SH |  | SOLE |  | 0 | 0 | 26305 |
| STERIS PLC | SHS USD | G8473T100 |  | 887837 | 4015 | SH |  | SOLE |  | 0 | 0 | 4015 |
| TE CONNECTIVITY PLC | ORD SHS | G87052109 |  | 821449 | 3930 | SH |  | SOLE |  | 0 | 0 | 3930 |
| THE CIGNA GROUP | COM | 125523100 |  | 672210 | 2520 | SH |  | SOLE |  | 0 | 0 | 2520 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 |  | 988467 | 2011 | SH |  | SOLE |  | 0 | 0 | 2011 |
| TJX COS INC NEW | COM | 872540109 |  | 5407761 | 33862 | SH |  | SOLE |  | 0 | 0 | 33862 |
| TYLER TECHNOLOGIES INC | COM | 902252105 |  | 498163 | 1455 | SH |  | SOLE |  | 0 | 0 | 1455 |
| ULTA BEAUTY INC | COM | 90384S303 |  | 1368977 | 2619 | SH |  | SOLE |  | 0 | 0 | 2619 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 361238 | 1335 | SH |  | SOLE |  | 0 | 0 | 1335 |
| VERISIGN INC | COM | 92343E102 |  | 255811 | 1030 | SH |  | SOLE |  | 0 | 0 | 1030 |
| VISA INC | COM CL A | 92826C839 |  | 2670895 | 8837 | SH |  | SOLE |  | 0 | 0 | 8837 |
| WALMART INC | COM | 931142103 |  | 422552 | 3400 | SH |  | SOLE |  | 0 | 0 | 3400 |
| WATERS CORP | COM | 941848103 |  | 446700 | 1500 | SH |  | SOLE |  | 0 | 0 | 1500 |
| WEST PHARMACEUTICAL SVSC INC | COM | 955306105 |  | 1382530 | 5516 | SH |  | SOLE |  | 0 | 0 | 5516 |
| ZOETIS INC | CL A | 98978V103 |  | 1016842 | 8602 | SH |  | SOLE |  | 0 | 0 | 8602 |

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