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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.06B
$1.66 Million 0.62% of portfolio
47,367
Q2 2025 Added 5.6%
$9.61B
$425,000 0.16% of portfolio
17,393
Q2 2025 Added 2.54%
$2.51B
$343,000 0.13% of portfolio
5,031
Q2 2025 Added 13.03%
$4.5B
$312,000 0.12% of portfolio
7,174
Q2 2025 Added 8.07%
$8.88B
$283,000 0.11% of portfolio
5,166
Q2 2025 Reduced 1.34%
$7.28B
$251,000 0.09% of portfolio
4,417
Q2 2025 Reduced 4.19%

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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