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Sierra Legacy Group
Sierra Legacy Group is a boutique financial services and investment advisory firm based in Reno, Nevada, serving affluent families and family-owned businesses across the United States. The firm specializes in legacy, succession, and life insurance planning, blending collaborative and flexible solutions with a strong implementation focus. Sierra Legacy Group partners with M Financial Group and maintains its independence while providing services that include wealth preservation, retirement planning, and objective financial counsel. The firm employs a team of managing directors, client advisors, financial analytics professionals, and operations staff, and is committed to education, transparency, and long-term relationships with clients.
Investment Strategy
Sierra Legacy Group employs a collaborative, client-first approach focused on legacy, succession, and life insurance planning for ultra-affluent families and business owners. Their strategy integrates thorough discovery, personalized goal setting, coordination with outside advisors, and ongoing support. By leveraging access to top-tier investment platforms and carriers, the firm provides tailored solutions in estate planning, legacy preservation, tax optimization, and retirement income planning. They prioritize transparency, consensus-building, and dynamic application of insurance and investment strategies to address underperforming assets and to ensure clients’ plans adapt to evolving needs.
Latest 13F Filing Activity
Sierra Legacy Group filed their most recent 13F report on Jun 30, 2025 disclosing 67 equity positions with a total 13F market value of $129M. The fund increased holdings in SPDR Series Trust, Microsoft Corp., Amphenol Corp. New among other positions. Sierra Legacy Group reduced exposure to Ishares TR, Unitedhealth Group Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (67)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SHV | ISHARES TR | 18.04% | $23.2M | 210,532 | $110.16 | $110.42 | -$1.8M |
M MSFT | MICROSOFT CORP | 6.11% | $7.9M | 15,818 | $421.50 | $497.41 | +$1.9M |
B BIL | SPDR SERIES TRUST | 5.87% | $7.6M | 82,455 | $91.73 | $91.73 | +$7.6M |
| BERKSHIRE HATHAWAY INC DEL | 4.37% | $5.6M | 11,602 | $453.28 | $485.77 | -$556.4K | |
T TJX | TJX COS INC NEW | 3.32% | $4.3M | 34,612 | $120.81 | $123.49 | -$42.0K |
Industry Allocation
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