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 ETFs Only

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%
IVV Ishares Core S&P 500 ETF ETFs	$0	$8.93 Million 3.32% of portfolio	14,381	Q2 2025 Reduced 9.75%
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%
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%
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%
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%
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%
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%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$2.24 Million 0.83% of portfolio	7,867	Q2 2025 Reduced 17.52%
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%
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%
IWS Ishares Russell Midcap Value E ETFs	$0	$1.32 Million 0.49% of portfolio	9,975	Q2 2025 Reduced 5.58%
VOE Vanguard Mid Cap Value Index F ETFs	$0	$1.3 Million 0.48% of portfolio	7,881	Q2 2025 Reduced 6.61%
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$1.16 Million 0.43% of portfolio	8,549	Q2 2025 Reduced 10.3%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$1.08 Million 0.4% of portfolio	9,598	Q2 2025 Added 3.56%
VUG Vanguard Growth ETF ETFs	$0	$1.08 Million 0.4% of portfolio	2,462	Q2 2025 Reduced 14.1%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.06 Million 0.4% of portfolio	3,501	Q2 2025 Reduced 0.17%
IGIB Ishares Trust Ishares 5 10 Yea ETFs	$0	$1.03 Million 0.38% of portfolio	19,248	Q2 2025 Added 36.52%
IWR Ishares Russell Mid Cap ETF ETFs	$0	$1.02 Million 0.38% of portfolio	11,066	Q2 2025 New
SUSL Ishares Tr Esg Msci Usa Leader ETFs	$0	$977,000 0.36% of portfolio	9,025	Q2 2025 Reduced 2.92%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$820,000 0.31% of portfolio	7,970	Q2 2025 New
AGGY Wisdomtree Yield Enhanced U.S. ETFs	$0	$826,000 0.31% of portfolio	18,948	Q2 2025 Reduced 8.42%
FTSL First Trust Senior Ln Fund ETFs	$0	$846,000 0.31% of portfolio	18,449	Q2 2025 Reduced 0.87%
VTV Vanguard Value ETF ETFs	$0	$769,000 0.29% of portfolio	4,355	Q2 2025 Reduced 0.05%
IVLU Ishares Tr Edge Msci Intl Valu ETFs	$0	$791,000 0.29% of portfolio	24,065	Q2 2025 Reduced 1.86%
GLDM World Gold Trust ETFs	$9.71B	$713,000 0.27% of portfolio	10,883	Q2 2025 Reduced 21.1%
DTD Wisdomtree Tr U.S Total Divide ETFs	$0	$704,000 0.26% of portfolio	8,855	Q2 2025 Reduced 8.72%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$702,000 0.26% of portfolio	8,921	Q2 2025 Added 31.13%
DGRW Wisdomtree Tr Us Quality Divid ETFs	$0	$635,000 0.24% of portfolio	7,584	Q2 2025 Reduced 6.82%
IAU Ishares Gold Trust ETFs	$53.9B	$627,000 0.23% of portfolio	10,059	Q2 2025 Reduced 24.7%
SUB Ishares Short Term National Mu ETFs	$0	$619,000 0.23% of portfolio	5,826	Q2 2025 Added 54.29%
VCIT Vanguard Intermediate Term Cor ETFs	$0	$617,000 0.23% of portfolio	7,452	Q2 2025 Reduced 17.23%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$536,000 0.2% of portfolio	23,367	Q2 2025 Added 56.66%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$547,000 0.2% of portfolio	4,034	Q2 2025 Reduced 0.4%
IEV Ishares Tr Europe ETF ETFs	$0	$510,000 0.19% of portfolio	8,073	Q2 2025 Reduced 7.07%

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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My Legacy Advisors, LLC Portfolio Holdings