Sierra Legacy Group 13F Holdings

CIK 0002056766 · Scottsdale, AZ

As of Sep 30, 2025, Sierra Legacy Group reported 67 positions worth 35.1M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES SHORT TREASURY BOND ETFSHV—205,091$22.7M16.77%
MICROSOFT CORPMSFTTechnology15,718$8.1M6.02%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services11,549$5.8M4.30%
STATE STREET(R) SPDR(R) BLOOMBERG 1-3 MONTH T-BILL ETFBIL—56,305$5.2M3.82%
TJX COMPANIES INCTJXConsumer Cyclical34,612$5.0M3.70%
ROSS STORES INCROSTConsumer Cyclical27,103$4.1M3.06%
ALLEGION PLCALLEIndustrials21,977$3.9M2.88%
CUMMINS INCCMIIndustrials8,700$3.7M2.72%
APPLE INCAAPLTechnology13,929$3.5M2.62%
LOCKHEED MARTIN CORPLMTIndustrials6,542$3.3M2.42%
VISA INC-CLASS A SHARESVFinancial Services8,720$3.0M2.20%
HERSHEY COHSYConsumer Defensive15,095$2.8M2.09%
ACCENTURE PLCACNTechnology11,015$2.7M2.01%
ALPHABET INCGOOGLEquity10,300$2.5M1.85%
CHECK POINT SOFTWARE TECHNOLOGIES LTDCHKPTechnology11,017$2.3M1.69%
AMETEK INCAMEIndustrials11,405$2.1M1.59%
AMPHENOL CORP-CL AAPHTechnology16,720$2.1M1.53%
ROCKWELL AUTOMATION INCROKIndustrials5,911$2.1M1.53%
NORTHROP GRUMMAN CORPNOCIndustrials3,244$2.0M1.46%
FISERV INCFISVTechnology15,202$2.0M1.45%
ISHARES 1-3 YEAR TREASURY BOND ETFSHY—23,380 .9M1.44%
BERKLEY W R CORPWRBFinancial Services24,910 .9M1.41%
CISCO SYSTEMS INCCSCOTechnology26,580 .8M1.35%
MASTERCARD INCMAFinancial Services2,775 .6M1.17%
MOTOROLA SOLUTIONS INCMSITechnology3,375 .5M1.14%