13F Filings History of Sierra Legacy Group

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$136,221,258
Signature - Title
Geoffrey A. Grenert - Managing Director
Location
Scottsdale, AZ
Summary
This page shows a list of all the recent 13F filings made by Sierra Legacy Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Sierra Legacy Group reported 72 stock holdings with total value $136,221,258 as of Q4 2025. Top holdings included SHV, MSFT, BRKB, TJX, and ROST.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 72 $136,221,258 +$4,498,214 -$6,181,578 -$1,683,364 SHV, MSFT, BRKB, TJX, ROST 13F-HR 20 Jan 2026, 14:56
Q3 2025 67 $135,128,397 +$4,426,964 -$5,066,521 -$639,557 SHV, MSFT, BRKB, BIL, TJX 13F-HR 29 Oct 2025, 09:29
Q2 2025 67 $128,853,367 +$20,634,655 -$3,846,430 +$16,788,225 SHV, MSFT, BIL, BRKB, TJX 13F-HR 11 Aug 2025, 15:22
Q1 2025 61 $109,604,683 +$7,252,945 -$4,985,276 +$2,267,669 SHV, BRKB, MSFT, TJX, ROST 13F-HR 17 Apr 2025, 13:05
Q4 2024 60 $108,686,281 $0 $0 $0 SHV, MSFT, BRKB, TJX, ROST 13F-HR 14 Feb 2025, 16:29