My Legacy Advisors, LLC
CIK 1767802 · View on SEC EDGAR ↗
- Portfolio value
- $280.8M
- Positions
- 206
- As of
- June 30, 2025 Data as of Q2 2025
#5,373 of 9,443 by 13F value · top 56.9%
Portfolio value QoQ: +8.4% 13F does not disclose cash
- Top 10 holdings weight
- 26.84%
- Top 25 holdings weight
- 46.08%
- Positions above 1%
- 26
- Effective number of positions
- 78.5
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q2 2025: 9.01% Est. buys $29,197,597 · sells $24,331,586
- New positions
- 21
- Increased
- 98
- Decreased
- 82
- Closed
- 20
On this page
- Sector breakdown How the portfolio splits across market sectors.
- Portfolio Every stock this institution reports holding, from its latest 13F.
- Biggest new bets Brand-new positions opened in the latest quarter.
- Top moves The biggest position increases and decreases this quarter.
- Exited positions Positions the manager fully sold out of last quarter.
Sector breakdown
Technology
12.4%
Financials
5.3%
Retail
4.7%
Utilities
3.9%
Industrials
3.6%
Healthcare
3.4%
Financial Services
3.1%
Communication Services
2.5%
Consumer Staples
1.9%
Energy
1.6%
Telecommunication
1.5%
Consumer Discretionary
1.4%
Real Estate
0.9%
Packaging
0.6%
Materials
0.4%
Consumer products
0.4%
Logistics & Transportation
0.1%
Diversified Consumer Services
0.1%
Communications
0.1%
Other/Unmapped
52.2%
Full portfolio 206 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| IUSB iShares Core Universal USD Bond ETF | $11,350,151 | 4.04% | 247,280 | $-420,303 | Down ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $9,917,378 | 3.53% | 19,776 | $2,664,054 | Up ×2 | ||
| IVV | $9,043,408 | 3.22% | 14,381 | $90,371 | Down ×2 | ||
| AAPL Apple Inc. - Common Stock | $8,321,801 | 2.96% | 39,178 | $-174,128 | Up ×2 | ||
| HYG | $7,662,912 | 2.73% | 95,631 | $507,037 | Up ×2 | ||
| SHYG | $7,335,186 | 2.61% | 171,103 | $336,479 | Up ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $6,351,215 | 2.26% | 38,703 | $2,393,911 | Up ×2 | ||
| QUAL | $5,402,087 | 1.92% | 29,212 | $569,881 | Up ×2 | ||
| IVW | $5,017,184 | 1.79% | 45,212 | $284,335 | Down ×1 | ||
| DYNF | $4,968,329 | 1.77% | 90,399 | $747,517 | Up ×2 | ||
| EFV | $4,951,396 | 1.76% | 77,161 | $1,613,489 | Up ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4,894,832 | 1.74% | 22,023 | $746,783 | Up ×2 | ||
| VTEB | $4,656,543 | 1.66% | 95,148 | $1,038,401 | Up ×2 | ||
| SPYM | $4,134,933 | 1.47% | 56,158 | $-2,625,325 | Down ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $3,946,006 | 1.41% | 22,216 | $712,174 | Up ×2 | ||
| IVE | $3,695,215 | 1.32% | 18,579 | $538,221 | Up ×2 | ||
| EMB iShares J.P. Morgan USD Emerging Markets Bond ETF | $3,472,879 | 1.24% | 37,650 | $268,699 | Up ×2 | ||
| MUB | $3,276,470 | 1.17% | 31,426 | $-148,938 | Down ×2 | ||
| SCHZ | $3,204,909 | 1.14% | 138,921 | $-234,143 | Down ×1 | ||
| IEMG | $3,192,600 | 1.14% | 53,007 | $1,632,704 | Up ×2 | ||
| SRLN | $3,091,914 | 1.10% | 74,486 | $270,273 | Up ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2,949,252 | 1.05% | 10,234 | $521,345 | Up ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $2,862,972 | 1.02% | 2,951 | $118,318 | Up ×2 | ||
| BRKB | $2,859,098 | 1.02% | 5,978 | $-144,653 | Up ×2 | ||
| MBB iShares MBS ETF | $2,826,420 | 1.01% | 30,313 | $321,733 | Up ×1 | ||
| OEF | $2,800,168 | 1.00% | 9,096 | $382,069 | Up ×2 | ||
| XTEN | $2,769,926 | 0.99% | 60,744 | $1,492,697 | Up ×1 | ||
| EFG | $2,706,608 | 0.96% | 24,209 | $249,552 | Down ×2 | ||
| V Visa Inc. | $2,586,892 | 0.92% | 7,269 | $80,052 | Up ×2 | ||
| TT Trane Technologies plc | $2,518,536 | 0.90% | 5,796 | $602,809 | Up ×2 | ||
| MA Mastercard Incorporated Common Stock | $2,478,361 | 0.88% | 4,398 | $130,763 | Up ×2 | ||
| IYW | $2,415,900 | 0.86% | 13,749 | $382,463 | Down ×2 | ||
| VOT | $2,246,265 | 0.80% | 7,867 | $-87,111 | Down ×2 | ||
| THRO | $2,202,106 | 0.78% | 61,477 | $1,847,939 | Up ×1 | ||
| CTAS Cintas Corporation - Common Stock | $2,201,116 | 0.78% | 10,164 | $132,662 | Up ×2 | ||
| BINC | $2,127,828 | 0.76% | 40,453 | $359,113 | Up ×2 | ||
| HD Home Depot, Inc. (The) Common Stock | $2,033,738 | 0.72% | 5,448 | $70,085 | Up ×2 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1,912,641 | 0.68% | 2,630 | $704,014 | Up ×2 | ||
| TMUS T-Mobile US, Inc. - Common Stock | $1,854,631 | 0.66% | 8,129 | $-240,909 | Up ×1 | ||
| TLH | $1,850,438 | 0.66% | 18,438 | $528,352 | Up ×2 | ||
| IAGG | $1,803,123 | 0.64% | 35,397 | Up ×1 | |||
| IWM | $1,792,508 | 0.64% | 7,974 | $1,430,315 | Up ×1 | ||
| PECO Phillips Edison & Company, Inc. - Common Stock | $1,636,536 | 0.58% | 47,367 | $-153 | Up ×1 | ||
| PWR Quanta Services, Inc. Common Stock | $1,634,767 | 0.58% | 4,301 | $540,522 | Down ×1 | ||
| WMT Walmart Inc. - Common Stock | $1,603,893 | 0.57% | 16,908 | $142,102 | Up ×2 | ||
| COF Capital One Financial Corporation Common Stock | $1,570,124 | 0.56% | 7,113 | $330,623 | Up ×2 | ||
| TJX TJX Companies, Inc. (The) Common Stock | $1,566,775 | 0.56% | 12,619 | $68,148 | Up ×2 | ||
| XLG | $1,535,743 | 0.55% | 29,180 | $689,665 | Up ×1 | ||
| IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF | $1,507,778 | 0.54% | 28,731 | $-567,035 | Down ×2 | ||
| WMB Williams Companies, Inc. (The) Common Stock | $1,483,110 | 0.53% | 25,668 | $-56,718 | Down ×1 | ||
| MCD McDonald's Corporation Common Stock | $1,482,477 | 0.53% | 4,968 | $-17,573 | Up ×2 | ||
| KO Coca-Cola Company (The) Common Stock | $1,417,796 | 0.50% | 20,321 | $-23,485 | Up ×1 | ||
| T AT&T Inc. | $1,386,298 | 0.49% | 50,192 | $-1,233 | Up ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1,374,797 | 0.49% | 4,992 | $640,784 | Up ×2 | ||
| ETR Entergy Corporation Common Stock | $1,361,221 | 0.48% | 16,576 | $-44,919 | Up ×2 | ||
| IWS | $1,355,210 | 0.48% | 9,975 | $24,331 | Down ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $1,353,822 | 0.48% | 4,369 | $216,628 | Down ×1 | ||
| HCA HCA Healthcare, Inc. Common Stock | $1,344,549 | 0.48% | 3,554 | $99,878 | Down ×2 | ||
| VOE | $1,326,381 | 0.47% | 7,881 | $-28,425 | Down ×1 | ||
| AEP American Electric Power Company, Inc. - Common Stock | $1,215,324 | 0.43% | 11,461 | $1,553 | Up ×1 | ||
| IP International Paper Company Common Stock | $1,214,602 | 0.43% | 23,175 | $7,452 | Up ×2 | ||
| FITB Fifth Third Bancorp - Common Stock | $1,203,358 | 0.43% | 27,318 | $129,239 | Down ×1 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $1,196,826 | 0.43% | 10,128 | $-35,925 | Up ×2 | ||
| IBM International Business Machines Corporation Common Stock | $1,190,248 | 0.42% | 4,141 | $175,218 | Up ×2 | ||
| ESGU iShares ESG Aware MSCI USA ETF | $1,167,562 | 0.42% | 8,549 | $5,620 | Down ×2 | ||
| PM Philip Morris International Inc Common Stock | $1,166,481 | 0.42% | 6,445 | $212,355 | Up ×1 | ||
| CFG Citizens Financial Group, Inc. Common Stock | $1,148,786 | 0.41% | 23,983 | $157,804 | Down ×1 | ||
| CINF Cincinnati Financial Corporation - Common Stock | $1,128,577 | 0.40% | 7,633 | $-24,230 | Down ×1 | ||
| TMO Thermo Fisher Scientific Inc Common Stock | $1,100,084 | 0.39% | 2,554 | $-136,950 | Up ×2 | ||
| CVX Chevron Corporation Common Stock | $1,098,416 | 0.39% | 7,125 | $43,868 | Up ×1 | ||
| MET MetLife, Inc. Common Stock | $1,097,180 | 0.39% | 14,000 | $-13,712 | Up ×2 | ||
| NEE NextEra Energy, Inc. Common Stock | $1,094,745 | 0.39% | 14,667 | $107,602 | Up ×1 | ||
| VUG | $1,089,252 | 0.39% | 2,462 | $26,388 | Down ×1 | ||
| VRTX Vertex Pharmaceuticals Incorporated - Common Stock | $1,085,176 | 0.39% | 2,263 | $18,572 | Up ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $1,084,072 | 0.39% | 25,793 | $-56,225 | Up ×1 | ||
| MO Altria Group, Inc. | $1,080,482 | 0.38% | 18,454 | $40,635 | Up ×2 | ||
| VTI | $1,079,428 | 0.38% | 3,501 | $115,564 | Down ×1 | ||
| SPMO | $1,078,911 | 0.38% | 9,598 | $221,343 | Up ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1,055,316 | 0.38% | 5,412 | $-69,093 | Up ×2 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $1,040,498 | 0.37% | 3,474 | $-1,424,270 | Down ×2 | ||
| IWR | $1,040,204 | 0.37% | 11,066 | Up ×1 | |||
| IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF | $1,018,431 | 0.36% | 19,248 | $277,929 | Up ×1 | ||
| SUSL iShares ESG MSCI USA Leaders ETF | $989,736 | 0.35% | 9,025 | $99,038 | Down ×2 | ||
| PH Parker-Hannifin Corporation Common Stock | $985,020 | 0.35% | 1,379 | $179,619 | Up ×1 | ||
| TFC Truist Financial Corporation Common Stock | $931,158 | 0.33% | 20,465 | $293,950 | Up ×2 | ||
| LIN Linde plc - Ordinary Shares | $907,286 | 0.32% | 1,929 | $102,660 | Up ×2 | ||
| C Citigroup, Inc. Common Stock | $907,025 | 0.32% | 10,416 | $200,249 | Up ×2 | ||
| NFLX Netflix, Inc. - Common Stock | $902,926 | 0.32% | 722 | $267,873 | Up ×2 | ||
| USB U.S. Bancorp Common Stock | $892,603 | 0.32% | 18,764 | $142,396 | Up ×1 | ||
| NI NiSource Inc Common Stock | $890,485 | 0.32% | 22,487 | $14,719 | Up ×2 | ||
| ADBE Adobe Inc. - Common Stock | $859,489 | 0.31% | 2,314 | $-215,162 | Down ×1 | ||
| FTSL First Trust Senior Loan Fund | $849,576 | 0.30% | 18,449 | $29 | Down ×2 | ||
| CRM Salesforce, Inc. Common Stock | $844,440 | 0.30% | 3,199 | $55,462 | Up ×2 | ||
| PEP PepsiCo, Inc. - Common Stock | $830,224 | 0.30% | 6,101 | $-170,326 | Down ×2 | ||
| PG Procter & Gamble Company (The) Common Stock | $829,564 | 0.30% | 5,234 | $12,913 | Up ×2 | ||
| AGGY | $823,309 | 0.29% | 18,948 | $-75,196 | Down ×2 | ||
| STIP | $817,563 | 0.29% | 7,970 | Up ×1 | |||
| RF Regions Financial Corporation Common Stock | $814,379 | 0.29% | 32,785 | $199,181 | Up ×2 | ||
| SPGI S&P Global Inc. Common Stock | $809,050 | 0.29% | 1,527 | $4,220 | Down ×1 | ||
| EOG EOG Resources, Inc. Common Stock | $808,652 | 0.29% | 6,643 | $-13,110 | Up ×1 | ||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IAGG | $1,803,123 | 35,397 | 0.64% |
| IWR | $1,040,204 | 11,066 | 0.37% |
| STIP | $817,563 | 7,970 | 0.29% |
| ORCL | $628,390 | 2,674 | 0.22% |
| BAI | $621,517 | 21,439 | 0.22% |
| ISRG | $594,437 | 1,130 | 0.21% |
| SYK | $538,072 | 1,363 | 0.19% |
| INTC | $505,414 | 21,218 | 0.18% |
| AMD | $442,571 | 3,070 | 0.16% |
| GILD | $360,018 | 3,143 | 0.13% |
| UPS | $356,151 | 3,460 | 0.13% |
| PANW | $346,494 | 1,804 | 0.12% |
| PRU | $309,985 | 2,893 | 0.11% |
| EIX | $256,142 | 4,994 | 0.09% |
| VLO | $252,960 | 1,634 | 0.09% |
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| MSFT | Bought more | +454 | +$2.7M |
| SPYM | Trimmed | -47K | -$2.6M |
| NVDA | Bought more | +2K | +$2.4M |
| IEMG | Bought more | +24K | +$1.6M |
| EFV | Bought more | +21K | +$1.6M |
| XTEN | Bought more | +33K | +$1.5M |
| IWM | Bought more | +6K | +$1.4M |
| UNH | Trimmed | -1K | -$1.4M |
| EMXC | Trimmed | -25K | -$1.3M |
| VTEB | Bought more | +22K | +$1.0M |
1 position hidden (data completeness check)
Exited positions
Includes corporate events (mergers, delistings) — not all exits are sells
Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.
| Security | Quarter | Shares before | Value before | Price since exit |
|---|---|---|---|---|
| AMGN | June 30, 2025 | 3,035 | $945,554 | 56.2% |
| AMT | June 30, 2025 | 3,174 | $690,662 | -20.1% |
| AWK | June 30, 2025 | 4,209 | $620,912 | -1.5% |
| HEFA | June 30, 2025 | 16,379 | $594,394 | No longer tracked |
| ZTS | June 30, 2025 | 3,516 | $578,909 | -50.9% |
| NXPI | June 30, 2025 | 3,016 | $573,221 | 3.0% |
| LYB | June 30, 2025 | 7,106 | $500,262 | 18.2% |
| NVO | June 30, 2025 | 6,463 | $448,791 | -32.3% |
| IFRA | March 31, 2025 | 8,636 | $409,260 | No longer tracked |
| GPC | June 30, 2025 | 3,409 | $406,148 | 10.4% |
| PFG | June 30, 2025 | 4,480 | $377,978 | 41.2% |
| BK | June 30, 2025 | 4,366 | $366,176 | No longer tracked |
| WSO | June 30, 2025 | 693 | $352,252 | -28.3% |
| TLT | June 30, 2025 | 2,986 | $271,816 | |
| EAGG | June 30, 2025 | 5,685 | $269,924 | No longer tracked |
| WHR | March 31, 2025 | 2,001 | $259,510 | -54.1% |
| LAZ | June 30, 2025 | 5,666 | $245,338 | -9.3% |
| DMXF | March 31, 2025 | 3,752 | $243,542 | 29.4% |
| ILCV | June 30, 2025 | 2,915 | $237,427 | No longer tracked |
| PFFD | June 30, 2025 | 11,754 | $223,790 | No longer tracked |
| SPMD | March 31, 2025 | 3,831 | $214,919 | No longer tracked |
| WTMF | June 30, 2025 | 6,147 | $209,781 | No longer tracked |
| AZO | June 30, 2025 | 55 | $209,703 | -20.3% |
| ARCC | March 31, 2025 | 9,006 | $204,076 | -10.6% |
| WEN | June 30, 2025 | 12,060 | $176,438 | -23.0% |