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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.78T
$9.84 Million 3.66% of portfolio
19,776
Q2 2025 Added 2.35%
$4.3T
$8.04 Million 2.99% of portfolio
39,178
Q2 2025 Added 2.43%
$465B
$6.11 Million 2.28% of portfolio
38,703
Q2 2025 Added 6.0%
$2.39T
$4.83 Million 1.8% of portfolio
22,023
Q2 2025 Added 1.01%
$1.65T
$3.92 Million 1.46% of portfolio
22,216
Q2 2025 Added 6.24%
$881B
$2.97 Million 1.1% of portfolio
10,234
Q2 2025 Added 3.39%
$404B
$2.92 Million 1.09% of portfolio
2,951
Q2 2025 Added 1.69%
$662B
$2.9 Million 1.08% of portfolio
5,978
Q2 2025 Added 5.99%
$533B
$2.58 Million 0.96% of portfolio
7,269
Q2 2025 Added 1.62%
$96.9B
$2.54 Million 0.94% of portfolio
5,796
Q2 2025 Added 1.93%
$512B
$2.47 Million 0.92% of portfolio
4,398
Q2 2025 Added 2.69%
$19B
$2.27 Million 0.84% of portfolio
10,164
Q2 2025 Added 0.99%
$367B
$2 Million 0.74% of portfolio
5,448
Q2 2025 Added 1.68%
$269B
$1.94 Million 0.72% of portfolio
8,129
Q2 2025 Added 3.46%
$1.37T
$1.94 Million 0.72% of portfolio
2,630
Q2 2025 Added 25.42%
$279B
$1.65 Million 0.62% of portfolio
16,908
Q2 2025 Added 1.54%
$61.4B
$1.63 Million 0.61% of portfolio
4,301
Q2 2025 Reduced 0.09%
$74.3B
$1.61 Million 0.6% of portfolio
25,668
Q2 2025 Reduced 0.38%
$170B
$1.56 Million 0.58% of portfolio
12,619
Q2 2025 Added 2.56%
$77.2B
$1.51 Million 0.56% of portfolio
7,113
Q2 2025 Added 2.89%
$181B
$1.45 Million 0.54% of portfolio
50,192
Q2 2025 Added 2.3%
$224B
$1.45 Million 0.54% of portfolio
4,968
Q2 2025 Added 3.46%
$306B
$1.44 Million 0.53% of portfolio
20,321
Q2 2025 Added 0.98%
$1.29T
$1.39 Million 0.52% of portfolio
4,369
Q2 2025 Reduced 0.43%
$136B
$1.36 Million 0.51% of portfolio
3,554
Q2 2025 Reduced 1.33%
$19.3B
$1.38 Million 0.51% of portfolio
16,576
Q2 2025 Added 0.78%
$139B
$1.38 Million 0.51% of portfolio
4,992
Q2 2025 Added 13.87%
$266B
$1.22 Million 0.45% of portfolio
4,141
Q2 2025 Added 1.45%
$237B
$1.17 Million 0.44% of portfolio
6,445
Q2 2025 Added 7.22%
$62.3B
$1.19 Million 0.44% of portfolio
11,461
Q2 2025 Added 3.18%
$96.4B
$1.2 Million 0.44% of portfolio
10,128
Q2 2025 Added 0.21%
$172B
$1.12 Million 0.42% of portfolio
25,793
Q2 2025 Added 2.6%
$62.7B
$1.13 Million 0.42% of portfolio
14,000
Q2 2025 Added 1.19%
$26.1B
$1.14 Million 0.42% of portfolio
7,633
Q2 2025 Reduced 2.19%
$29.2B
$1.12 Million 0.42% of portfolio
27,318
Q2 2025 Reduced 0.3%
$25.6B
$1.07 Million 0.4% of portfolio
23,983
Q2 2025 Reduced 0.85%
$104B
$1.08 Million 0.4% of portfolio
18,454
Q2 2025 Added 6.52%
$13.3B
$1.09 Million 0.4% of portfolio
23,175
Q2 2025 Added 2.42%
$300B
$1.08 Million 0.4% of portfolio
3,474
Q2 2025 Reduced 26.18%
$222B
$1.04 Million 0.39% of portfolio
2,554
Q2 2025 Added 2.74%
$168B
$1.02 Million 0.38% of portfolio
14,667
Q2 2025 Added 5.33%
$303B
$1.02 Million 0.38% of portfolio
7,125
Q2 2025 Added 13.02%
$414B
$1 Million 0.37% of portfolio
5,412
Q2 2025 Added 0.84%
$111B
$1.01 Million 0.37% of portfolio
2,263
Q2 2025 Added 2.86%
$49.1B
$966,000 0.36% of portfolio
722
Q2 2025 Added 6.02%
$107B
$963,000 0.36% of portfolio
1,379
Q2 2025 Added 4.08%
$17.4B
$907,000 0.34% of portfolio
22,487
Q2 2025 Added 2.94%
$190B
$886,000 0.33% of portfolio
10,416
Q2 2025 Added 4.62%
$151B
$895,000 0.33% of portfolio
2,314
Q2 2025 Reduced 17.42%

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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