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
$0
$386,000 0.14% of portfolio
4,828
Q2 2025 Reduced 15.27%
$0
$385,000 0.14% of portfolio
1,626
Q2 2025 Reduced 55.73%
$150B
$348,000 0.13% of portfolio
3,143
Q2 2025 New
$2.72B
$343,000 0.13% of portfolio
5,031
Q2 2025 Added 13.03%
$95.7B
$339,000 0.13% of portfolio
663
Q1 2025 Added 4.57%
$63.8B
$349,000 0.13% of portfolio
3,460
Q2 2025 New
$0
$345,000 0.13% of portfolio
4,172
Q2 2025 Added 11.82%
$0
$342,000 0.13% of portfolio
7,568
Q2 2025 Added 44.84%
$27.5B
$318,000 0.12% of portfolio
13,022
Q2 2025 Added 13.78%
$207B
$328,000 0.12% of portfolio
2,649
Q2 2025 Reduced 76.91%
$4.43B
$312,000 0.12% of portfolio
7,174
Q2 2025 Added 8.07%
$0
$311,000 0.12% of portfolio
8,314
Q4 2022 Reduced 97.86%
$0
$313,000 0.12% of portfolio
2,698
Q2 2025 Reduced 18.56%
$39.1B
$310,000 0.12% of portfolio
2,893
Q2 2025 New
$78.6B
$304,000 0.11% of portfolio
2,285
Q2 2025 Reduced 19.82%
$8.16B
$283,000 0.11% of portfolio
5,166
Q2 2025 Reduced 1.34%
$0
$304,000 0.11% of portfolio
2,256
Q2 2025 Reduced 8.07%
$15.8B
$302,000 0.11% of portfolio
4,505
Q2 2025 Added 33.76%
$92.8B
$288,000 0.11% of portfolio
839
Q2 2025 Reduced 3.23%
$0
$273,000 0.1% of portfolio
7,343
Q2 2025 Reduced 0.97%
$0
$273,000 0.1% of portfolio
5,956
Q2 2025 Reduced 7.18%
$0
$279,000 0.1% of portfolio
11,443
Q2 2025 Reduced 1.48%
$21.3B
$257,000 0.1% of portfolio
4,994
Q2 2025 New
$0
$271,000 0.1% of portfolio
2,888
Q2 2025 Reduced 29.04%
$0
$258,000 0.1% of portfolio
4,533
Q2 2025 Reduced 12.08%
$0
$261,000 0.1% of portfolio
2,193
Q2 2025 Added 23.62%
$0
$271,000 0.1% of portfolio
5,028
Q2 2025 Reduced 38.72%
$112B
$251,000 0.09% of portfolio
867
Q2 2025 New
$79.3B
$243,000 0.09% of portfolio
1,463
Q2 2025 Reduced 22.1%
$0
$244,000 0.09% of portfolio
10,521
Q2 2025 Reduced 13.9%
$0
$252,000 0.09% of portfolio
1,050
Q2 2025 Reduced 8.85%
$0
$243,000 0.09% of portfolio
3,313
Q2 2025 New
$201B
$239,000 0.09% of portfolio
304
Q2 2025 New
$34.4B
$240,000 0.09% of portfolio
2,532
Q4 2023 New
$7.06B
$251,000 0.09% of portfolio
4,417
Q2 2025 Reduced 4.19%
$46.7B
$245,000 0.09% of portfolio
7,256
Q2 2025 Added 17.15%
$0
$251,000 0.09% of portfolio
9,106
Q2 2025 Reduced 33.7%
$51.4B
$219,000 0.08% of portfolio
1,634
Q2 2025 New
$442B
$226,000 0.08% of portfolio
2,101
Q2 2025 Reduced 73.13%
$0
$219,000 0.08% of portfolio
5,527
Q2 2025 Reduced 53.56%
$150B
$222,000 0.08% of portfolio
745
Q2 2025 Reduced 20.91%
$0
$221,000 0.08% of portfolio
2,656
Q2 2025 Reduced 8.98%
$293B
$209,000 0.08% of portfolio
3,025
Q2 2025 New
$0
$223,000 0.08% of portfolio
657
Q2 2025 New
$0
$223,000 0.08% of portfolio
7,273
Q2 2025 Reduced 28.28%
$0
$219,000 0.08% of portfolio
4,925
Q2 2025 Reduced 3.2%
$0
$195,000 0.07% of portfolio
3,597
Q2 2025 New
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 1.74%
Peakstone Realty Trust
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 37.51%

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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