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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$1.32 Million 0.49% of portfolio
9,975
Q2 2025 Reduced 5.58%
$0
$1.3 Million 0.48% of portfolio
7,881
Q2 2025 Reduced 6.61%
$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%
$0
$1.16 Million 0.43% of portfolio
8,549
Q2 2025 Reduced 10.3%
$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%
$0
$1.08 Million 0.4% of portfolio
9,598
Q2 2025 Added 3.56%
$0
$1.08 Million 0.4% of portfolio
2,462
Q2 2025 Reduced 14.1%
$0
$1.06 Million 0.4% of portfolio
3,501
Q2 2025 Reduced 0.17%
$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%
$0
$1.03 Million 0.38% of portfolio
19,248
Q2 2025 Added 36.52%
$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%
$0
$1.02 Million 0.38% of portfolio
11,066
Q2 2025 New
$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%
$0
$977,000 0.36% of portfolio
9,025
Q2 2025 Reduced 2.92%
$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%
$58.4B
$879,000 0.33% of portfolio
20,465
Q2 2025 Added 32.16%
$68B
$849,000 0.32% of portfolio
18,764
Q2 2025 Added 5.6%
$232B
$872,000 0.32% of portfolio
3,199
Q2 2025 Added 8.81%
$41B
$830,000 0.31% of portfolio
6,547
Q2 2025 Reduced 2.09%
$368B
$833,000 0.31% of portfolio
5,234
Q2 2025 Added 9.22%
$0
$820,000 0.31% of portfolio
7,970
Q2 2025 New
$0
$826,000 0.31% of portfolio
18,948
Q2 2025 Reduced 8.42%
$0
$846,000 0.31% of portfolio
18,449
Q2 2025 Reduced 0.87%
$69.2B
$794,000 0.3% of portfolio
6,643
Q2 2025 Added 3.67%
$202B
$805,000 0.3% of portfolio
6,101
Q2 2025 Reduced 8.57%
$182B
$805,000 0.3% of portfolio
1,527
Q2 2025 Reduced 3.6%
$0
$769,000 0.29% of portfolio
4,355
Q2 2025 Reduced 0.05%
$23.7B
$771,000 0.29% of portfolio
32,785
Q2 2025 Added 15.8%
$0
$791,000 0.29% of portfolio
24,065
Q2 2025 Reduced 1.86%
$24.9B
$759,000 0.28% of portfolio
18,861
Q2 2025 Added 3.92%

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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