My Legacy Advisors, LLC

Est. AUM

$280.8M

13F long equity, this entity only

Positions

206

Period

Jun 2025 (Q2)

SEC EDGAR

View filings ↗

Jun 2025 (Q2)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	CORE TOTAL USD	$11.3M	247280	4.04%	SOLE
2	MICROSOFT CORP	COM	$9.9M	19776	3.53%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$9.0M	14381	3.22%	SOLE
4	APPLE INC	COM	$8.3M	39178	2.96%	SOLE
5	ISHARES TR	IBOXX HI YD ETF	$7.7M	95631	2.73%	SOLE
6	ISHARES TR	0-5YR HI YL CP	$7.3M	171103	2.61%	SOLE
7	NVIDIA CORPORATION	COM	$6.4M	38703	2.26%	SOLE
8	ISHARES TR	MSCI USA QLT FCT	$5.4M	29212	1.92%	SOLE
9	ISHARES TR	S&P 500 GRWT ETF	$5.0M	45212	1.79%	SOLE
10	BLACKROCK ETF TRUST	ISHARES US EQUIT	$5.0M	90399	1.77%	SOLE
11	ISHARES TR	EAFE VALUE ETF	$5.0M	77161	1.76%	SOLE
12	AMAZON COM INC	COM	$4.9M	22023	1.74%	SOLE
13	VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.7M	95148	1.66%	SOLE
14	SPDR SERIES TRUST	PORTFOLIO S&P500	$4.1M	56158	1.47%	SOLE
15	ALPHABET INC	CAP STK CL A	$3.9M	22216	1.41%	SOLE
16	ISHARES TR	S&P 500 VAL ETF	$3.7M	18579	1.32%	SOLE
17	ISHARES TR	JPMORGAN USD EMG	$3.5M	37650	1.24%	SOLE
18	ISHARES TR	NATIONAL MUN ETF	$3.3M	31426	1.17%	SOLE
19	SCHWAB STRATEGIC TR	US AGGREGATE B	$3.2M	138921	1.14%	SOLE
20	ISHARES INC	CORE MSCI EMKT	$3.2M	53007	1.14%	SOLE
21	SSGA ACTIVE ETF TR	BLACKSTONE SENR	$3.1M	74486	1.10%	SOLE
22	JPMORGAN CHASE & CO.	COM	$2.9M	10234	1.05%	SOLE
23	COSTCO WHSL CORP NEW	COM	$2.9M	2951	1.02%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.9M	5978	1.02%	SOLE
25	ISHARES TR	MBS ETF	$2.8M	30313	1.01%	SOLE
26	ISHARES TR	S&P 100 ETF	$2.8M	9096	1.00%	SOLE
27	BONDBLOXX ETF TRUST	BLOOMBERG TEN YR	$2.8M	60744	0.99%	SOLE
28	ISHARES TR	EAFE GRWTH ETF	$2.7M	24209	0.96%	SOLE
29	VISA INC	COM CL A	$2.6M	7269	0.92%	SOLE
30	TRANE TECHNOLOGIES PLC	SHS	$2.5M	5796	0.90%	SOLE
31	MASTERCARD INCORPORATED	CL A	$2.5M	4398	0.88%	SOLE
32	ISHARES TR	U.S. TECH ETF	$2.4M	13749	0.86%	SOLE
33	VANGUARD INDEX FDS	MCAP GR IDXVIP	$2.2M	7867	0.80%	SOLE
34	BLACKROCK ETF TRUST	ISHARES US THEMA	$2.2M	61477	0.78%	SOLE
35	CINTAS CORP	COM	$2.2M	10164	0.78%	SOLE
36	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$2.1M	40453	0.76%	SOLE
37	HOME DEPOT INC	COM	$2.0M	5448	0.72%	SOLE
38	META PLATFORMS INC	CL A	$1.9M	2630	0.68%	SOLE
39	T-MOBILE US INC	COM	$1.9M	8129	0.66%	SOLE
40	ISHARES TR	10-20 YR TRS ETF	$1.9M	18438	0.66%	SOLE
41	ISHARES TR	CORE INTL AGGR	$1.8M	35397	0.64%	SOLE
42	ISHARES TR	RUSSELL 2000 ETF	$1.8M	7974	0.64%	SOLE
43	PHILLIPS EDISON & CO INC	COMMON STOCK	$1.6M	47367	0.58%	SOLE
44	QUANTA SVCS INC	COM	$1.6M	4301	0.58%	SOLE
45	WALMART INC	COM	$1.6M	16908	0.57%	SOLE
46	CAPITAL ONE FINL CORP	COM	$1.6M	7113	0.56%	SOLE
47	TJX COS INC NEW	COM	$1.6M	12619	0.56%	SOLE
48	INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$1.5M	29180	0.55%	SOLE
49	ISHARES TR	ISHS 1-5YR INVS	$1.5M	28731	0.54%	SOLE
50	WILLIAMS COS INC	COM	$1.5M	25668	0.53%	SOLE

1–50 of 206

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.