My Legacy Advisors, LLC — 13F holdings

My Legacy Advisors, LLC reported 206 holdings worth $281M in its 13F filing for Q2 2025, filed July 11, 2025. That's up 8.4% from $259M in Q1 2025, when it reported 205 holdings. Its 10 largest positions make up 26.8% of the portfolio.

My Legacy Advisors, LLC's largest positions in Q2 2025

  1. IUSB ISHARES TR — $11.4M (4.0%) · cut 3%
  2. MSFT MICROSOFT CORP — $9.92M (3.5%) · added 2%
  3. IVV ISHARES TR — $9.04M (3.2%) · cut 10%
  4. AAPL APPLE INC — $8.32M (3.0%) · added 2%
  5. HYG ISHARES TR — $7.66M (2.7%) · added 5%
  6. SHYG ISHARES TR — $7.34M (2.6%) · added 4%
  7. NVDA NVIDIA CORPORATION — $6.35M (2.3%) · added 6%
  8. QUAL ISHARES TR — $5.40M (1.9%) · added 3%
  9. IVW ISHARES TR — $5.02M (1.8%) · cut 11%
  10. DYNF BLACKROCK ETF TRUST — $4.97M (1.8%) · added 4%
  11. EFV ISHARES TR — $4.95M (1.8%) · added 36%
  12. AMZN AMAZON COM INC — $4.89M (1.7%) · added 1%
  13. VTEB VANGUARD MUN BD FDS — $4.66M (1.7%) · added 30%
  14. SPYM SPDR SERIES TRUST — $4.13M (1.5%) · cut 45%
  15. GOOGL ALPHABET INC — $3.95M (1.4%) · added 6%
  16. IVE ISHARES TR — $3.70M (1.3%) · added 12%
  17. EMB ISHARES TR — $3.47M (1.2%) · added 6%
  18. MUB ISHARES TR — $3.28M (1.2%) · cut 3%
  19. SCHZ SCHWAB STRATEGIC TR — $3.20M (1.1%) · cut 6%
  20. IEMG ISHARES INC — $3.19M (1.1%) · added 83%

What My Legacy Advisors, LLC bought in Q2 2025

21 new positions and 91 positions added to.

  1. IAGG ISHARES TR — new position, about $1.80M
  2. THRO BLACKROCK ETF TRUST — added, about $1.80M
  3. IEMG ISHARES INC — added, about $1.45M
  4. IWM ISHARES TR — added, about $1.38M
  5. EFV ISHARES TR — added, about $1.32M
  6. VTEB VANGUARD MUN BD FDS — added, about $1.09M
  7. IWR ISHARES TR — new position, about $1.04M
  8. STIP ISHARES TR — new position, about $818K
  9. ORCL ORACLE CORP — new position, about $628K
  10. BAI BLACKROCK ETF TRUST — new position, about $622K

What My Legacy Advisors, LLC sold in Q2 2025

20 positions sold out and 71 reduced.

  1. SPYM SPDR SERIES TRUST — cut 45%, about $3.43M
  2. EMXC ISHARES INC — cut 79%, about $1.57M
  3. DIS DISNEY WALT CO — cut 77%, about $1.07M
  4. IVV ISHARES TR — cut 10%, about $977K
  5. AMGN AMGEN INC — sold out, about $847K
  6. ASML ASML Holding N V — cut 60%, about $821K
  7. AMT AMERICAN TOWER CORP NEW — sold out, about $702K
  8. NXPI NXP SEMICONDUCTORS N V — sold out, about $659K
  9. XOM EXXON MOBIL CORP — cut 73%, about $657K
  10. IVW ISHARES TR — cut 11%, about $641K

My Legacy Advisors, LLC portfolio value by quarter

What does My Legacy Advisors, LLC own?

Its largest positions in Q2 2025 were IUSB, MSFT, IVV, AAPL, HYG, out of 206 holdings worth $281M.

What did My Legacy Advisors, LLC buy last quarter?

In Q2 2025 it opened 21 new positions and added to 91; the largest buys were IAGG, THRO, IEMG.

What did My Legacy Advisors, LLC sell last quarter?

In Q2 2025 it sold out of 20 positions and reduced 71, including AMGN, AMT, NXPI.