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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.95T
$9.84 Million 3.66% of portfolio
19,776
Q2 2025 Added 2.35%
$3.69T
$8.04 Million 2.99% of portfolio
39,178
Q2 2025 Added 2.43%
$456B
$6.11 Million 2.28% of portfolio
38,703
Q2 2025 Added 6.0%
$2.26T
$4.83 Million 1.8% of portfolio
22,023
Q2 2025 Added 1.01%
$1.21T
$3.92 Million 1.46% of portfolio
22,216
Q2 2025 Added 6.24%
$859B
$2.97 Million 1.1% of portfolio
10,234
Q2 2025 Added 3.39%
$439B
$2.92 Million 1.09% of portfolio
2,951
Q2 2025 Added 1.69%
$621B
$2.9 Million 1.08% of portfolio
5,978
Q2 2025 Added 5.99%
$551B
$2.58 Million 0.96% of portfolio
7,269
Q2 2025 Added 1.62%
$102B
$2.54 Million 0.94% of portfolio
5,796
Q2 2025 Added 1.93%
$548B
$2.47 Million 0.92% of portfolio
4,398
Q2 2025 Added 2.69%
$22.7B
$2.27 Million 0.84% of portfolio
10,164
Q2 2025 Added 0.99%
$405B
$2 Million 0.74% of portfolio
5,448
Q2 2025 Added 1.68%
$314B
$1.94 Million 0.72% of portfolio
8,129
Q2 2025 Added 3.46%
$1.78T
$1.94 Million 0.72% of portfolio
2,630
Q2 2025 Added 25.42%
$281B
$1.65 Million 0.62% of portfolio
16,908
Q2 2025 Added 1.54%
$56B
$1.63 Million 0.61% of portfolio
4,301
Q2 2025 Reduced 0.09%
$70.4B
$1.61 Million 0.6% of portfolio
25,668
Q2 2025 Reduced 0.38%
$155B
$1.56 Million 0.58% of portfolio
12,619
Q2 2025 Added 2.56%
$83.2B
$1.51 Million 0.56% of portfolio
7,113
Q2 2025 Added 2.89%
$203B
$1.45 Million 0.54% of portfolio
50,192
Q2 2025 Added 2.3%
$222B
$1.45 Million 0.54% of portfolio
4,968
Q2 2025 Added 3.46%
$306B
$1.44 Million 0.53% of portfolio
20,321
Q2 2025 Added 0.98%
$1.08T
$1.39 Million 0.52% of portfolio
4,369
Q2 2025 Reduced 0.43%
$112B
$1.36 Million 0.51% of portfolio
3,554
Q2 2025 Reduced 1.33%
$18.5B
$1.38 Million 0.51% of portfolio
16,576
Q2 2025 Added 0.78%
$127B
$1.38 Million 0.51% of portfolio
4,992
Q2 2025 Added 13.87%
$210B
$1.22 Million 0.45% of portfolio
4,141
Q2 2025 Added 1.45%
$261B
$1.17 Million 0.44% of portfolio
6,445
Q2 2025 Added 7.22%
$57.5B
$1.19 Million 0.44% of portfolio
11,461
Q2 2025 Added 3.18%
$95.8B
$1.2 Million 0.44% of portfolio
10,128
Q2 2025 Added 0.21%
$182B
$1.12 Million 0.42% of portfolio
25,793
Q2 2025 Added 2.6%
$61.1B
$1.13 Million 0.42% of portfolio
14,000
Q2 2025 Added 1.19%
$24.1B
$1.14 Million 0.42% of portfolio
7,633
Q2 2025 Reduced 2.19%
$29B
$1.12 Million 0.42% of portfolio
27,318
Q2 2025 Reduced 0.3%
$23.9B
$1.07 Million 0.4% of portfolio
23,983
Q2 2025 Reduced 0.85%
$118B
$1.08 Million 0.4% of portfolio
18,454
Q2 2025 Added 6.52%
$17.2B
$1.09 Million 0.4% of portfolio
23,175
Q2 2025 Added 2.42%
$245B
$1.08 Million 0.4% of portfolio
3,474
Q2 2025 Reduced 26.18%
$187B
$1.04 Million 0.39% of portfolio
2,554
Q2 2025 Added 2.74%
$141B
$1.02 Million 0.38% of portfolio
14,667
Q2 2025 Added 5.33%
$302B
$1.02 Million 0.38% of portfolio
7,125
Q2 2025 Added 13.02%
$351B
$1 Million 0.37% of portfolio
5,412
Q2 2025 Added 0.84%
$99.5B
$1.01 Million 0.37% of portfolio
2,263
Q2 2025 Added 2.86%
$545B
$966,000 0.36% of portfolio
722
Q2 2025 Added 6.02%
$96.6B
$963,000 0.36% of portfolio
1,379
Q2 2025 Added 4.08%
$17.2B
$907,000 0.34% of portfolio
22,487
Q2 2025 Added 2.94%
$185B
$886,000 0.33% of portfolio
10,416
Q2 2025 Added 4.62%
$157B
$895,000 0.33% of portfolio
2,314
Q2 2025 Reduced 17.42%

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

Track My Legacy Advisors, LLC Portfolio

Follow My Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email