My Legacy Advisors, LLC Top Holdings and 13F Report (2025)

About My Legacy Advisors, LLC

Investment Activity

My Legacy Advisors, LLC has $280.79 million in total holdings as of June 30, 2025.
My Legacy Advisors, LLC owns shares of 206 different stocks, but just 89 companies or ETFs make up 80% of its holdings.
Approximately 10.40% of the portfolio was purchased this quarter.
About 8.67% of the portfolio was sold this quarter.
This quarter, My Legacy Advisors, LLC has purchased 205 new stocks and bought additional shares in 98 stocks.
My Legacy Advisors, LLC sold shares of 82 stocks and completely divested from 20 stocks this quarter.

Largest Holdings

iShares Core Total USD Bond Market ETF: $11,350,151
Microsoft: $9,917,378
iShares Core S&P 500 ETF: $9,043,408
Apple: $8,321,801
iShares iBoxx $ High Yield Corporate Bond ETF: $7,662,912

Largest New Holdings this Quarter

46435G672 - iShares Core International Aggregate Bond ETF: $1,803,123 Holding
464287499 - iShares Russell Mid-Cap ETF: $1,040,204 Holding
46429B747 - iShares 0-5 Year TIPS Bond ETF: $817,563 Holding
68389X105 - Oracle: $628,390 Holding
09290C780 - BLACKROCK ETF TRUST: $621,517 Holding

Largest Purchases this Quarter

iShares Core International Aggregate Bond ETF: 35,397 shares (about $1.80M)
BlackRock Future U.S. Themes ETF: 50,301 shares (about $1.80M)
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF: 33,318 shares (about $1.52M)
iShares Core MSCI Emerging Markets ETF: 24,104 shares (about $1.45M)
iShares Russell 2000 ETF: 6,158 shares (about $1.38M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 ETF: 46,644 shares (about $3.43M)
iShares MSCI Emerging Markets ex China ETF: 24,659 shares (about $1.57M)
Walt Disney: 8,824 shares (about $1.07M)
iShares Core S&P 500 ETF: 1,553 shares (about $976.59K)
ASML: 1,024 shares (about $821.34K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IUSB iShares Core Total USD Bond Market ETF	$11,350,151	$374,314 ▼	-3.2%	247,280	4.0%	Manufacturing
MSFT Microsoft	$9,917,378	$227,674 ▲	2.3%	19,776	3.5%	Computer and Technology
IVV iShares Core S&P 500 ETF	$9,043,408	$976,595 ▼	-9.7%	14,381	3.2%	ETF
AAPL Apple	$8,321,801	$197,541 ▲	2.4%	39,178	3.0%	Computer and Technology
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$7,662,912	$394,560 ▲	5.4%	95,631	2.7%	ETF
SHYG iShares 0-5 Year High Yield Corporate Bond ETF	$7,335,186	$278,869 ▲	4.0%	171,103	2.6%	ETF
NVDA NVIDIA	$6,351,215	$359,382 ▲	6.0%	38,703	2.3%	Computer and Technology
QUAL iShares MSCI USA Quality Factor ETF	$5,402,087	$172,907 ▲	3.3%	29,212	1.9%	ETF
IVW iShares S&P 500 Growth ETF	$5,017,184	$640,520 ▼	-11.3%	45,212	1.8%	ETF
DYNF iShares U.S. Equity Factor Rotation Active ETF	$4,968,329	$210,827 ▲	4.4%	90,399	1.8%	ETF
EFV iShares MSCI EAFE Value ETF	$4,951,396	$1,317,339 ▲	36.2%	77,161	1.8%	ETF
AMZN Amazon.com	$4,894,832	$49,119 ▲	1.0%	22,023	1.7%	Retail/Wholesale
VTEB Vanguard Tax-Exempt Bond ETF	$4,656,543	$1,087,985 ▲	30.5%	95,148	1.7%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$4,134,933	$3,434,414 ▼	-45.4%	56,158	1.5%	ETF
GOOGL Alphabet	$3,946,006	$231,616 ▲	6.2%	22,216	1.4%	Computer and Technology
IVE iShares S&P 500 Value ETF	$3,695,215	$400,569 ▲	12.2%	18,579	1.3%	ETF
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF	$3,472,879	$210,310 ▲	6.4%	37,650	1.2%	ETF
MUB iShares National Muni Bond ETF	$3,276,470	$110,620 ▼	-3.3%	31,426	1.2%	ETF
SCHZ Schwab U.S. Aggregate Bond ETF	$3,204,909	$220,780 ▼	-6.4%	138,921	1.1%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$3,192,600	$1,451,779 ▲	83.4%	53,007	1.1%	ETF
SRLN SPDR Blackstone Senior Loan ETF	$3,091,914	$244,203 ▲	8.6%	74,486	1.1%	ETF
JPM JPMorgan Chase & Co.	$2,949,252	$96,829 ▲	3.4%	10,234	1.1%	Finance
COST Costco Wholesale	$2,862,972	$47,538 ▲	1.7%	2,951	1.0%	Retail/Wholesale
BRK.B Berkshire Hathaway	$2,859,098	$161,655 ▲	6.0%	5,978	1.0%	Finance
MBB iShares MBS ETF	$2,826,420	$336,134 ▲	13.5%	30,313	1.0%	ETF
OEF iShares S&P 100 ETF	$2,800,168	$51,718 ▲	1.9%	9,096	1.0%	ETF
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	$2,769,926	$1,519,301 ▲	121.5%	60,744	1.0%	ETF
EFG iShares MSCI EAFE Growth ETF	$2,706,608	$40,472 ▼	-1.5%	24,209	1.0%	ETF
V Visa	$2,586,892	$41,282 ▲	1.6%	7,269	0.9%	Business Services
TT Trane Technologies	$2,518,536	$47,798 ▲	1.9%	5,796	0.9%	Construction
MA Mastercard	$2,478,361	$64,805 ▲	2.7%	4,398	0.9%	Business Services
IYW iShares U.S. Technology ETF	$2,415,900	$128,272 ▼	-5.0%	13,749	0.9%	Manufacturing
VOT Vanguard Mid-Cap Growth ETF	$2,246,265	$477,121 ▼	-17.5%	7,867	0.8%	ETF
BTHM BlackRock Future U.S. Themes ETF	$2,202,106	$1,801,782 ▲	450.1%	61,477	0.8%	ETF
CTAS Cintas	$2,201,116	$21,656 ▲	1.0%	10,164	0.8%	Business Services
BINC iShares Flexible Income Active ETF	$2,127,828	$351,684 ▲	19.8%	40,453	0.8%	ETF
HD Home Depot	$2,033,738	$33,597 ▲	1.7%	5,448	0.7%	Retail/Wholesale
META Meta Platforms	$1,912,641	$387,619 ▲	25.4%	2,630	0.7%	Computer and Technology
TMUS T-Mobile US	$1,854,631	$62,057 ▲	3.5%	8,129	0.7%	Computer and Technology
TLH iShares 10-20 Year Treasury Bond ETF	$1,850,438	$571,550 ▲	44.7%	18,438	0.7%	ETF
IAGG iShares Core International Aggregate Bond ETF	$1,803,123	$1,803,123 ▲	New Holding	35,397	0.6%	ETF
IWM iShares Russell 2000 ETF	$1,792,508	$1,384,282 ▲	339.1%	7,974	0.6%	Finance
PECO Phillips Edison & Company, Inc.	$1,636,536	$86,859 ▲	5.6%	47,367	0.6%	Finance
PWR Quanta Services	$1,634,767	$1,520 ▼	-0.1%	4,301	0.6%	Construction
WMT Walmart	$1,603,893	$24,379 ▲	1.5%	16,908	0.6%	Retail/Wholesale
COF Capital One Financial	$1,570,124	$44,148 ▲	2.9%	7,113	0.6%	Finance
TJX TJX Companies	$1,566,775	$39,110 ▲	2.6%	12,619	0.6%	Retail/Wholesale
XLG Invesco S&P 500 Top 50 ETF	$1,535,743	$568,141 ▲	58.7%	29,180	0.5%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$1,507,778	$571,340 ▼	-27.5%	28,731	0.5%	Manufacturing
WMB Williams Companies	$1,483,110	$5,720 ▼	-0.4%	25,668	0.5%	Energy
MCD McDonald's	$1,482,477	$49,535 ▲	3.5%	4,968	0.5%	Retail/Wholesale
KO CocaCola	$1,417,796	$13,745 ▲	1.0%	20,321	0.5%	Consumer Staples
T AT&T	$1,386,298	$31,155 ▲	2.3%	50,192	0.5%	Computer and Technology
AVGO Broadcom	$1,374,797	$167,443 ▲	13.9%	4,992	0.5%	Computer and Technology
ETR Entergy	$1,361,221	$10,511 ▲	0.8%	16,576	0.5%	Utilities
IWS iShares Russell Mid-Cap Value ETF	$1,355,210	$80,158 ▼	-5.6%	9,975	0.5%	ETF
TSLA Tesla	$1,353,822	$5,888 ▼	-0.4%	4,369	0.5%	Auto/Tires/Trucks
HCA HCA Healthcare	$1,344,549	$18,159 ▼	-1.3%	3,554	0.5%	Medical
VOE Vanguard Mid-Cap Value ETF	$1,326,381	$93,912 ▼	-6.6%	7,881	0.5%	ETF
AEP American Electric Power	$1,215,324	$37,432 ▲	3.2%	11,461	0.4%	Utilities
IP International Paper	$1,214,602	$28,721 ▲	2.4%	23,175	0.4%	Basic Materials
FITB Fifth Third Bancorp	$1,203,358	$3,656 ▼	-0.3%	27,318	0.4%	Finance
DUK Duke Energy	$1,196,826	$2,482 ▲	0.2%	10,128	0.4%	Utilities
IBM International Business Machines	$1,190,248	$16,958 ▲	1.4%	4,141	0.4%	Computer and Technology
ESGU iShares ESG Aware MSCI USA ETF	$1,167,562	$134,115 ▼	-10.3%	8,549	0.4%	Manufacturing
PM Philip Morris International	$1,166,481	$78,550 ▲	7.2%	6,445	0.4%	Consumer Staples
CFG Citizens Financial Group	$1,148,786	$9,820 ▼	-0.8%	23,983	0.4%	Finance
CINF Cincinnati Financial	$1,128,577	$25,283 ▼	-2.2%	7,633	0.4%	Finance
TMO Thermo Fisher Scientific	$1,100,084	$29,290 ▲	2.7%	2,554	0.4%	Medical
CVX Chevron	$1,098,416	$126,568 ▲	13.0%	7,125	0.4%	Energy
MET MetLife	$1,097,180	$12,853 ▲	1.2%	14,000	0.4%	Finance
NEE NextEra Energy	$1,094,745	$55,383 ▲	5.3%	14,667	0.4%	Utilities
VUG Vanguard Growth ETF	$1,089,252	$178,740 ▼	-14.1%	2,462	0.4%	ETF
VRTX Vertex Pharmaceuticals	$1,085,176	$30,210 ▲	2.9%	2,263	0.4%	Medical
VZ Verizon Communications	$1,084,072	$27,487 ▲	2.6%	25,793	0.4%	Computer and Technology
MO Altria Group	$1,080,482	$66,103 ▲	6.5%	18,454	0.4%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$1,079,428	$1,850 ▼	-0.2%	3,501	0.4%	ETF
SPMO Invesco S&P 500 Momentum ETF	$1,078,911	$37,095 ▲	3.6%	9,598	0.4%	ETF
ABBV AbbVie	$1,055,316	$8,775 ▲	0.8%	5,412	0.4%	Medical
UNH UnitedHealth Group	$1,040,498	$368,996 ▼	-26.2%	3,474	0.4%	Medical
IWR iShares Russell Mid-Cap ETF	$1,040,204	$1,040,204 ▲	New Holding	11,066	0.4%	ETF
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$1,018,431	$272,439 ▲	36.5%	19,248	0.4%	Manufacturing
SUSL iShares ESG MSCI USA Leaders ETF	$989,736	$29,719 ▼	-2.9%	9,025	0.4%	Manufacturing
PH Parker-Hannifin	$985,020	$38,572 ▲	4.1%	1,379	0.4%	Industrials
TFC Truist Financial	$931,158	$226,590 ▲	32.2%	20,465	0.3%	Finance
LINDE PLC	$907,286	$94,538 ▲	11.6%	1,929	0.3%	SHS
C Citigroup	$907,025	$40,057 ▲	4.6%	10,416	0.3%	Financial Services
NFLX Netflix	$902,926	$51,274 ▲	6.0%	722	0.3%	Consumer Discretionary
USB U.S. Bancorp	$892,603	$47,332 ▲	5.6%	18,764	0.3%	Finance
NI NiSource	$890,485	$25,423 ▲	2.9%	22,487	0.3%	Utilities
ADBE Adobe	$859,489	$181,258 ▼	-17.4%	2,314	0.3%	Computer and Technology
FTSL First Trust Senior Loan ETF	$849,576	$7,414 ▼	-0.9%	18,449	0.3%	Manufacturing
CRM Salesforce	$844,440	$68,368 ▲	8.8%	3,199	0.3%	Computer and Technology
PEP PepsiCo	$830,224	$77,838 ▼	-8.6%	6,101	0.3%	Consumer Staples
PG Procter & Gamble	$829,564	$70,055 ▲	9.2%	5,234	0.3%	Consumer Staples
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	$823,309	$75,648 ▼	-8.4%	18,948	0.3%	Finance
STIP iShares 0-5 Year TIPS Bond ETF	$817,563	$817,563 ▲	New Holding	7,970	0.3%	ETF
RF Regions Financial	$814,379	$111,134 ▲	15.8%	32,785	0.3%	Finance
SPGI S&P Global	$809,050	$30,200 ▼	-3.6%	1,527	0.3%	Finance
EOG EOG Resources	$808,652	$28,607 ▲	3.7%	6,643	0.3%	Energy

Showing largest 100 holdings. View all holdings.

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My Legacy Advisors, LLC Top Holdings and 13F Report (2025)

About My Legacy Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

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My Legacy Advisors, LLC Top Holdings and 13F Report (2025)

About My Legacy Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofMy Legacy Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools