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 Market Cap. of $10 Billions to $200 Billions
