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
Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$11.4 Million 4.25% of portfolio	247,280	Q2 2025 Reduced 3.19%
MSFT Microsoft Corp Technology	$3.95T	$9.84 Million 3.66% of portfolio	19,776	Q2 2025 Added 2.35%
IVV Ishares Core S&P 500 ETF ETFs	$0	$8.93 Million 3.32% of portfolio	14,381	Q2 2025 Reduced 9.75%
AAPL Apple Inc. Technology	$3.69T	$8.04 Million 2.99% of portfolio	39,178	Q2 2025 Added 2.43%
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%
NVDA Nvidia Corp Technology	$456B	$6.11 Million 2.28% of portfolio	38,703	Q2 2025 Added 6.0%
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%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$4.83 Million 1.8% of portfolio	22,023	Q2 2025 Added 1.01%
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%
GOOGL Alphabet Inc. Communication Services	$1.21T	$3.92 Million 1.46% of portfolio	22,216	Q2 2025 Added 6.24%
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%
JPM Jpmorgan Chase & CO Financial Services	$859B	$2.97 Million 1.1% of portfolio	10,234	Q2 2025 Added 3.39%
COST Costco Wholesale Corp Consumer Defensive	$439B	$2.92 Million 1.09% of portfolio	2,951	Q2 2025 Added 1.69%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$621B	$2.9 Million 1.08% of portfolio	5,978	Q2 2025 Added 5.99%
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%
V Visa Inc. Financial Services	$551B	$2.58 Million 0.96% of portfolio	7,269	Q2 2025 Added 1.62%
TT Trane Technologies PLC Industrials	$102B	$2.54 Million 0.94% of portfolio	5,796	Q2 2025 Added 1.93%
MA Mastercard Inc Financial Services	$548B	$2.47 Million 0.92% of portfolio	4,398	Q2 2025 Added 2.69%
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%
CTAS Cintas Corp Industrials	$22.7B	$2.27 Million 0.84% of portfolio	10,164	Q2 2025 Added 0.99%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$2.24 Million 0.83% of portfolio	7,867	Q2 2025 Reduced 17.52%
HD Home Depot, Inc. Consumer Cyclical	$405B	$2 Million 0.74% of portfolio	5,448	Q2 2025 Added 1.68%
TMUS T Mobile Us, Inc. Communication Services	$314B	$1.94 Million 0.72% of portfolio	8,129	Q2 2025 Added 3.46%
META Meta Platforms, Inc. Communication Services	$1.78T	$1.94 Million 0.72% of portfolio	2,630	Q2 2025 Added 25.42%
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%
WMT Walmart Inc. Consumer Defensive	$281B	$1.65 Million 0.62% of portfolio	16,908	Q2 2025 Added 1.54%
PECO Phillips Edison & Company, Inc. Real Estate	$3.94B	$1.66 Million 0.62% of portfolio	47,367	Q2 2025 Added 5.6%
PWR Quanta Services, Inc. Industrials	$56B	$1.63 Million 0.61% of portfolio	4,301	Q2 2025 Reduced 0.09%
WMB Williams Companies, Inc. Energy	$70.4B	$1.61 Million 0.6% of portfolio	25,668	Q2 2025 Reduced 0.38%
TJX Tjx Companies Inc Consumer Cyclical	$155B	$1.56 Million 0.58% of portfolio	12,619	Q2 2025 Added 2.56%
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%
COF Capital One Financial Corp Financial Services	$83.2B	$1.51 Million 0.56% of portfolio	7,113	Q2 2025 Added 2.89%
T At&T Inc. Communication Services	$203B	$1.45 Million 0.54% of portfolio	50,192	Q2 2025 Added 2.3%
MCD Mcdonalds Corp Consumer Cyclical	$222B	$1.45 Million 0.54% of portfolio	4,968	Q2 2025 Added 3.46%
KO Coca Cola CO Consumer Defensive	$306B	$1.44 Million 0.53% of portfolio	20,321	Q2 2025 Added 0.98%

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