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
$59.2B
$879,000 0.33% of portfolio
20,465
Q2 2025 Added 32.16%
$69.4B
$849,000 0.32% of portfolio
18,764
Q2 2025 Added 5.6%
$260B
$872,000 0.32% of portfolio
3,199
Q2 2025 Added 8.81%
$39.5B
$830,000 0.31% of portfolio
6,547
Q2 2025 Reduced 2.09%
$356B
$833,000 0.31% of portfolio
5,234
Q2 2025 Added 9.22%
$62B
$794,000 0.3% of portfolio
6,643
Q2 2025 Added 3.67%
$201B
$805,000 0.3% of portfolio
6,101
Q2 2025 Reduced 8.57%
$159B
$805,000 0.3% of portfolio
1,527
Q2 2025 Reduced 3.6%
$22.6B
$771,000 0.29% of portfolio
32,785
Q2 2025 Added 15.8%
$26.2B
$759,000 0.28% of portfolio
18,861
Q2 2025 Added 3.92%
$40.2B
$747,000 0.28% of portfolio
8,879
Q2 2025 Added 2.32%
$820B
$718,000 0.27% of portfolio
922
Q2 2025 Added 65.23%
$89.8B
$711,000 0.26% of portfolio
1,423
Q2 2025 Reduced 0.07%
$48.9B
$701,000 0.26% of portfolio
12,418
Q2 2025 Added 2.65%
$171B
$701,000 0.26% of portfolio
783
Q2 2025 Added 10.59%
$47.3B
$711,000 0.26% of portfolio
1,255
Q2 2025 Reduced 1.41%
$35.2B
$699,000 0.26% of portfolio
6,715
Q2 2025 Added 0.83%
$129B
$706,000 0.26% of portfolio
1,525
Q2 2025 Reduced 3.54%
$14.7B
$614,000 0.23% of portfolio
7,606
Q2 2025 Reduced 1.3%
$189B
$614,000 0.23% of portfolio
1,130
Q2 2025 New
$429B
$623,000 0.23% of portfolio
13,186
Q2 2025 Added 9.83%
$138B
$612,000 0.23% of portfolio
25,278
Q2 2025 Added 105.06%
$95.4B
$629,000 0.23% of portfolio
2,283
Q2 2025 Reduced 4.24%
$75.7B
$629,000 0.23% of portfolio
19,302
Q2 2025 Added 13.39%
$35.8B
$578,000 0.22% of portfolio
10,046
Q2 2025 Reduced 8.42%
$708B
$584,000 0.22% of portfolio
2,674
Q2 2025 New
$51.9B
$579,000 0.22% of portfolio
53,452
Q2 2025 Added 14.18%
$25.6B
$565,000 0.21% of portfolio
8,896
Q2 2025 Added 5.45%
$421B
$552,000 0.21% of portfolio
689
Q2 2025 Reduced 59.78%
$28.9B
$559,000 0.21% of portfolio
7,380
Q2 2025 Reduced 12.27%
$135B
$539,000 0.2% of portfolio
1,363
Q2 2025 New
$26.3B
$517,000 0.19% of portfolio
3,908
Q2 2025 Reduced 5.42%
$15.3B
$508,000 0.19% of portfolio
9,070
Q2 2025 Added 4.06%
$164B
$475,000 0.18% of portfolio
21,218
Q2 2025 New
$27.7B
$491,000 0.18% of portfolio
9,491
Q2 2025 Reduced 6.14%
$216B
$477,000 0.18% of portfolio
3,508
Q4 2024 Reduced 16.08%
$218B
$466,000 0.17% of portfolio
5,890
Q2 2025 Added 0.84%
$68.2B
$446,000 0.17% of portfolio
4,225
Q1 2025 Reduced 8.73%
$9.97B
$425,000 0.16% of portfolio
17,393
Q2 2025 Added 2.54%
$52.8B
$442,000 0.16% of portfolio
3,063
Q2 2025 Reduced 3.65%
$44.4B
$432,000 0.16% of portfolio
6,346
Q2 2025 Added 54.29%
$413B
$435,000 0.16% of portfolio
3,070
Q2 2025 New
$123B
$396,000 0.15% of portfolio
5,774
Q2 2025 Reduced 54.4%
$65.9B
$369,000 0.14% of portfolio
1,804
Q2 2025 New
$40.4B
$366,000 0.14% of portfolio
2,842
Q2 2025 Added 37.83%
$150B
$348,000 0.13% of portfolio
3,143
Q2 2025 New
$2.2B
$343,000 0.13% of portfolio
5,031
Q2 2025 Added 13.03%
$69.4B
$339,000 0.13% of portfolio
663
Q1 2025 Added 4.57%
$70.3B
$349,000 0.13% of portfolio
3,460
Q2 2025 New

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
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