My Legacy Advisors, LLC Portfolio Holdings

My Legacy Advisors, LLC

$269 Million
Q2 2025

My Legacy Advisors, LLC has filed its 13F form on July 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $269 Million distributed in 206 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Total Usd Bond Ma with a value of $11.4M, Microsoft Corp with a value of $9.84M, Ishares Core S&P 500 ETF with a value of $8.93M, Apple Inc. with a value of $8.04M, and Ishares Tr with a value of $7.71M.

Examining the 13F form we can see an increase of $15.6M in the current position value, from $253M to 269M.

Below you can find more details about My Legacy Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $269 Million

ETFs: $134 Million

Technology: $33.7 Million

Financial Services: $25.8 Million

Consumer Cyclical: $14.1 Million

Communication Services: $12.1 Million

Consumer Defensive: $11.2 Million

Industrials: $11 Million

Utilities: $10.9 Million

Other: $16.1 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$11.4 Million 4.25% of portfolio	247,280	Q2 2025 Reduced 3.19%
MSFT Microsoft Corp Technology	$3.92T	$9.84 Million 3.66% of portfolio	19,776	Q2 2025 Added 2.35%
IVV Ishares Core S&P 500 ETF ETFs	$0	$8.93 Million 3.32% of portfolio	14,381	Q2 2025 Reduced 9.75%
AAPL Apple Inc. Technology	$4.36T	$8.04 Million 2.99% of portfolio	39,178	Q2 2025 Added 2.43%
HYG Ishares Tr ETFs	$0	$7.71 Million 2.87% of portfolio	95,631	Q2 2025 Added 5.43%
SHYG Ishares 0 5 Year High Yield CO ETFs	$0	$7.38 Million 2.75% of portfolio	171,103	Q2 2025 Added 3.95%
NVDA Nvidia Corp Technology	$506B	$6.11 Million 2.28% of portfolio	38,703	Q2 2025 Added 6.0%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$5.34 Million 1.99% of portfolio	29,212	Q2 2025 Added 3.31%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$4.98 Million 1.85% of portfolio	45,212	Q2 2025 Reduced 11.32%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$4.92 Million 1.83% of portfolio	90,399	Q2 2025 Added 4.43%
EFV Msci Eafe Value ETF ETFs	$0	$4.9 Million 1.82% of portfolio	77,161	Q2 2025 Added 36.25%
AMZN Amazon Com Inc Consumer Cyclical	$2.27T	$4.83 Million 1.8% of portfolio	22,023	Q2 2025 Added 1.01%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$4.67 Million 1.74% of portfolio	95,148	Q2 2025 Added 30.49%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$4.08 Million 1.52% of portfolio	56,158	Q2 2025 Reduced 45.37%
GOOGL Alphabet Inc. Communication Services	$1.5T	$3.92 Million 1.46% of portfolio	22,216	Q2 2025 Added 6.24%
IVE Ishares S&P 500 Value ETF ETFs	$0	$3.63 Million 1.35% of portfolio	18,579	Q2 2025 Added 12.16%
EMB Ishares Tr ETFs	$0	$3.49 Million 1.3% of portfolio	37,650	Q2 2025 Added 6.45%
MUB Ishares National Muni Bond ETF ETFs	$0	$3.28 Million 1.22% of portfolio	31,426	Q2 2025 Reduced 3.27%
SCHZ Schwab Us Aggregate Bond ETF ETFs	$0	$3.22 Million 1.2% of portfolio	138,921	Q2 2025 Reduced 6.44%
SRLN Ssga Active Trust ETFs	$0	$3.1 Million 1.15% of portfolio	74,486	Q2 2025 Added 8.58%
JPM Jpmorgan Chase & CO Financial Services	$908B	$2.97 Million 1.1% of portfolio	10,234	Q2 2025 Added 3.39%
COST Costco Wholesale Corp Consumer Defensive	$407B	$2.92 Million 1.09% of portfolio	2,951	Q2 2025 Added 1.69%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$646B	$2.9 Million 1.08% of portfolio	5,978	Q2 2025 Added 5.99%
IEMG Ishares Inc ETFs	$0	$2.84 Million 1.06% of portfolio	53,007	Q2 2025 Added 83.4%
MBB Ishares Tr ETFs	$0	$2.85 Million 1.06% of portfolio	30,313	Q2 2025 Added 13.5%
EFG Msci Eafe Growth ETF ETFs	$0	$2.71 Million 1.01% of portfolio	24,209	Q2 2025 Reduced 1.47%
V Visa Inc. Financial Services	$564B	$2.58 Million 0.96% of portfolio	7,269	Q2 2025 Added 1.62%
TT Trane Technologies PLC Industrials	$103B	$2.54 Million 0.94% of portfolio	5,796	Q2 2025 Added 1.93%
MA Mastercard Inc Financial Services	$528B	$2.47 Million 0.92% of portfolio	4,398	Q2 2025 Added 2.69%
OEF Ishares S&P 100 ETF ETFs	$0	$2.42 Million 0.9% of portfolio	9,096	Q2 2025 Added 1.88%
IYW Ishares Dj Us Tech ETF ETFs	$0	$2.38 Million 0.89% of portfolio	13,749	Q2 2025 Reduced 5.04%
CTAS Cintas Corp Industrials	$18.7B	$2.27 Million 0.84% of portfolio	10,164	Q2 2025 Added 0.99%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$2.24 Million 0.83% of portfolio	7,867	Q2 2025 Reduced 17.52%
HD Home Depot, Inc. Consumer Cyclical	$389B	$2 Million 0.74% of portfolio	5,448	Q2 2025 Added 1.68%
TMUS T Mobile Us, Inc. Communication Services	$262B	$1.94 Million 0.72% of portfolio	8,129	Q2 2025 Added 3.46%
META Meta Platforms, Inc. Communication Services	$1.65T	$1.94 Million 0.72% of portfolio	2,630	Q2 2025 Added 25.42%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$1.87 Million 0.7% of portfolio	18,438	Q2 2025 Added 44.69%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$1.81 Million 0.67% of portfolio	35,397	Q2 2025 New
IWM Ishares Russell 2000 ETF ETFs	$0	$1.72 Million 0.64% of portfolio	7,974	Q2 2025 Added 339.1%
WMT Walmart Inc. Consumer Defensive	$277B	$1.65 Million 0.62% of portfolio	16,908	Q2 2025 Added 1.54%
PECO Phillips Edison & Company, Inc. Real Estate	$4.01B	$1.66 Million 0.62% of portfolio	47,367	Q2 2025 Added 5.6%
PWR Quanta Services, Inc. Industrials	$63.2B	$1.63 Million 0.61% of portfolio	4,301	Q2 2025 Reduced 0.09%
WMB Williams Companies, Inc. Energy	$70.2B	$1.61 Million 0.6% of portfolio	25,668	Q2 2025 Reduced 0.38%
TJX Tjx Companies Inc Consumer Cyclical	$165B	$1.56 Million 0.58% of portfolio	12,619	Q2 2025 Added 2.56%
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$1.52 Million 0.57% of portfolio	29,180	Q2 2025 Added 58.72%
IGSB Ishares Trust Ishares 1 5 Year ETFs	$0	$1.52 Million 0.56% of portfolio	28,731	Q2 2025 Reduced 27.48%
COF Capital One Financial Corp Financial Services	$83.8B	$1.51 Million 0.56% of portfolio	7,113	Q2 2025 Added 2.89%
T At&T Inc. Communication Services	$176B	$1.45 Million 0.54% of portfolio	50,192	Q2 2025 Added 2.3%
MCD Mcdonalds Corp Consumer Cyclical	$223B	$1.45 Million 0.54% of portfolio	4,968	Q2 2025 Added 3.46%
KO Coca Cola CO Consumer Defensive	$298B	$1.44 Million 0.53% of portfolio	20,321	Q2 2025 Added 0.98%

Summary

Portfolio
No. of Stocks 206
Current Value $269 Million
Prior Value $253 Million
Filing
Period Q2 2025
Filing Date July 11, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 21 stocks
Additional Purchases 98 stocks
Sold out of 0 stocks
Reduced holdings in 82 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of My Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on My Legacy Advisors, LLC with notifications on news.

Account

My Legacy Advisors, LLC Portfolio Holdings