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
$41.3B
$747,000 0.28% of portfolio
8,879
Q2 2025 Added 2.32%
$971B
$718,000 0.27% of portfolio
922
Q2 2025 Added 65.23%
$11.9B
$713,000 0.27% of portfolio
10,883
Q2 2025 Reduced 21.1%
$86.7B
$711,000 0.26% of portfolio
1,423
Q2 2025 Reduced 0.07%
$50.4B
$701,000 0.26% of portfolio
12,418
Q2 2025 Added 2.65%
$161B
$701,000 0.26% of portfolio
783
Q2 2025 Added 10.59%
$47.7B
$711,000 0.26% of portfolio
1,255
Q2 2025 Reduced 1.41%
$89.7B
$695,000 0.26% of portfolio
3,181
Q2 2025 Added 12.8%
$0
$704,000 0.26% of portfolio
8,855
Q2 2025 Reduced 8.72%
$35B
$699,000 0.26% of portfolio
6,715
Q2 2025 Added 0.83%
$123B
$706,000 0.26% of portfolio
1,525
Q2 2025 Reduced 3.54%
$0
$702,000 0.26% of portfolio
8,921
Q2 2025 Added 31.13%
$0
$635,000 0.24% of portfolio
7,584
Q2 2025 Reduced 6.82%
$65.3B
$627,000 0.23% of portfolio
10,059
Q2 2025 Reduced 24.7%
$15.4B
$614,000 0.23% of portfolio
7,606
Q2 2025 Reduced 1.3%
$193B
$614,000 0.23% of portfolio
1,130
Q2 2025 New
$413B
$623,000 0.23% of portfolio
13,186
Q2 2025 Added 9.83%
$141B
$612,000 0.23% of portfolio
25,278
Q2 2025 Added 105.06%
$0
$617,000 0.23% of portfolio
7,452
Q2 2025 Reduced 17.23%
$100B
$629,000 0.23% of portfolio
2,283
Q2 2025 Reduced 4.24%
$73.4B
$629,000 0.23% of portfolio
19,302
Q2 2025 Added 13.39%
$35.1B
$578,000 0.22% of portfolio
10,046
Q2 2025 Reduced 8.42%
$593B
$584,000 0.22% of portfolio
2,674
Q2 2025 New
$52.1B
$579,000 0.22% of portfolio
53,452
Q2 2025 Added 14.18%
$25.4B
$565,000 0.21% of portfolio
8,896
Q2 2025 Added 5.45%
$405B
$552,000 0.21% of portfolio
689
Q2 2025 Reduced 59.78%
$28.9B
$559,000 0.21% of portfolio
7,380
Q2 2025 Reduced 12.27%
$136B
$539,000 0.2% of portfolio
1,363
Q2 2025 New
$0
$536,000 0.2% of portfolio
23,367
Q2 2025 Added 56.66%
$0
$547,000 0.2% of portfolio
4,034
Q2 2025 Reduced 0.4%
$26.6B
$517,000 0.19% of portfolio
3,908
Q2 2025 Reduced 5.42%
$0
$510,000 0.19% of portfolio
8,073
Q2 2025 Reduced 7.07%
$16.1B
$508,000 0.19% of portfolio
9,070
Q2 2025 Added 4.06%
$0
$472,000 0.18% of portfolio
16,174
Q2 2025 Added 33.59%
$143B
$475,000 0.18% of portfolio
21,218
Q2 2025 New
$28.1B
$491,000 0.18% of portfolio
9,491
Q2 2025 Reduced 6.14%
$228B
$477,000 0.18% of portfolio
3,508
Q4 2024 Reduced 16.08%
$235B
$466,000 0.17% of portfolio
5,890
Q2 2025 Added 0.84%
$64.9B
$446,000 0.17% of portfolio
4,225
Q1 2025 Reduced 8.73%
$9.63B
$425,000 0.16% of portfolio
17,393
Q2 2025 Added 2.54%
$53.3B
$442,000 0.16% of portfolio
3,063
Q2 2025 Reduced 3.65%
$0
$420,000 0.16% of portfolio
6,665
Q2 2025 Reduced 78.72%
$44.1B
$432,000 0.16% of portfolio
6,346
Q2 2025 Added 54.29%
$0
$434,000 0.16% of portfolio
6,458
Q2 2025 Reduced 14.57%
$388B
$435,000 0.16% of portfolio
3,070
Q2 2025 New
$125B
$396,000 0.15% of portfolio
5,774
Q2 2025 Reduced 54.4%
$0
$402,000 0.15% of portfolio
3,019
Q2 2025 Reduced 14.16%
$61.4B
$369,000 0.14% of portfolio
1,804
Q2 2025 New
$35.1B
$366,000 0.14% of portfolio
2,842
Q2 2025 Added 37.83%

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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