Total reported value
$280.8M
Reporting period: 2025-06-30 · Number of holdings: 206
My Legacy Advisors, LLC disclosed 206 holdings in its latest 13F filing for the period ending 2025-06-30, with total reported value of $280.8M and a quarterly turnover rate of 0.0%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "M"
No holding changes this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 4.04% | — | -3.19% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.53% | — | +2.35% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.22% | — | -9.75% | |
| 4 | AAPL | Apple INC | Stock-Tech | 2.96% | — | +2.43% | |
| 5 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 2.73% | — | +5.43% | |
| 6 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 2.61% | — | +3.95% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.26% | — | +6.00% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.92% | — | +3.31% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.79% | — | -11.32% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-Other | 1.77% | — | +4.43% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.76% | — | +36.25% | |
| 12 | AMZN | Amazon.com INC | Stock-Consumer Disc | 1.74% | — | +1.01% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.66% | — | +30.49% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.47% | — | -45.37% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.41% | — | +6.24% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.32% | — | +12.16% | |
| 17 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.24% | — | +6.45% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.17% | — | -3.27% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 1.14% | — | -6.44% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.14% | — | +83.40% | |
| 21 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.10% | — | +8.58% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.05% | — | +3.39% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.02% | — | +1.69% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.02% | — | +5.99% | |
| 25 | MBB | Ishares Mbs ETF | ETF-Other | 1.01% | — | +13.50% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.00% | — | +1.88% | |
| 27 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-Other | 0.99% | — | +121.48% | |
| 28 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.96% | — | -1.47% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.92% | — | +1.62% | |
| 30 | TT | Trane Technologies plc | Stock-Industrials | 0.90% | — | +1.93% | |
| 31 | MA | Mastercard INC - A | Stock-Financials | 0.88% | — | +2.69% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.86% | — | -5.04% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.80% | — | -17.52% | |
| 34 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.78% | — | +450.08% | |
| 35 | CTAS | Cintas CORP | Stock-Industrials | 0.78% | — | +0.99% | |
| 36 | BINC | Ishares Flex I A Etf-usd INC | ETF-Other | 0.76% | — | +19.80% | |
| 37 | HD | Home Depot INC | Stock-Consumer Disc | 0.72% | — | +1.68% | |
| 38 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | — | +25.42% | |
| 39 | TMUS | T-mobile US INC | Stock-Comm Services | 0.66% | — | +3.46% | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.66% | — | +44.69% | |
| 41 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.64% | — | — | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | — | +339.10% | |
| 43 | PECO | Phillips Edison & Company In | Stock-Real Estate | 0.58% | — | +5.61% | |
| 44 | PWR | Quanta Services INC | Stock-Industrials | 0.58% | — | -0.09% | |
| 45 | WMT | Walmart INC | Stock-Consumer Staples | 0.57% | — | +1.54% | |
| 46 | COF | Capital One Financial CORP | Stock-Financials | 0.56% | — | +2.89% | |
| 47 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.56% | — | +2.56% | |
| 48 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 0.55% | — | +58.72% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.54% | — | -27.48% | |
| 50 | WMB | Williams Cos INC | Stock-Energy | 0.53% | — | -0.38% |
Performance for Q3 2026
+2.6%
Performance Last 4 Quarters
+17.6%
Based on 68% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2025-06-30 | 206 | $280.8M | 0 | |
| 2025-03-31 | 205 | $259.1M | 0 | |
| 2024-12-31 | 197 | $257.6M | 0 | |
| 2024-09-30 | 195 | $253.3M | 0 | |
| 2024-06-30 | 206 | $312.8M | 0 | |
| 2024-03-31 | 211 | $298.3M | 0 | |
| 2023-12-31 | 204 | $276.9M | 0 | |
| 2023-09-30 | 199 | $245.9M | 0 | |
| 2023-06-30 | 210 | $254.4M | 0 | |
| 2023-03-31 | 203 | $233.2M | 0 | |
| 2022-12-31 | 205 | $234.5M | 0 | |
| 2022-09-30 | 197 | $198.2M | 0 | |
| 2022-06-30 | 196 | $200.0M | 0 | |
| 2022-03-31 | 179 | $215.4M | 0 |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Institutions with a similar AUM
CIK 0002054598
Total reported value
$280.8M
88 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0002133805
Total reported value
$280.7M
1,239 stks
2026-03-31
AUM within 0.0% of this institution
CIK 0002011645
Total reported value
$280.9M
655 stks
2025-09-30
Stale — no recent filing
AUM within 0.0% of this institution
Institutions with overlapping top holdings
CIK 0001925991
Total reported value
$186.1M
552 stks
2023-12-31
Stale — no recent filing
4 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF
CIK 0002037009
Total reported value
$65.4M
66 stks
2024-12-31
Stale — no recent filing
4 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF
CIK 0000014661
Total reported value
$18.6B
1,800 stks
2026-03-31
3 of the top 5 holdings overlap, including Ishares Core S&p 500 ETF