My Legacy Advisors, LLC 13F Holdings · last filed Q2 2025
My Legacy Advisors, LLC reported 206 securities worth $280.79M in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: IUSB (4.04%), MSFT (3.53%), IVV (3.22%). Among its top 25 positions this quarter: 19 added, 6 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | $11.4M | 4.04% | 247,280 | Trimmed |
| 2 | MSFT | MICROSOFT CORP | $9.9M | 3.53% | 19,776 | Added |
| 3 | IVV | ISHARES TR | $9.0M | 3.22% | 14,381 | Trimmed |
| 4 | AAPL | APPLE INC | $8.3M | 2.96% | 39,178 | Added |
| 5 | HYG | ISHARES TR | $7.7M | 2.73% | 95,631 | Added |
| 6 | SHYG | ISHARES TR | $7.3M | 2.61% | 171,103 | Added |
| 7 | NVDA | NVIDIA CORPORATION | $6.4M | 2.26% | 38,703 | Added |
| 8 | QUAL | ISHARES TR | $5.4M | 1.92% | 29,212 | Added |
| 9 | IVW | ISHARES TR | $5.0M | 1.79% | 45,212 | Trimmed |
| 10 | DYNF | BLACKROCK ETF TRUST | $5.0M | 1.77% | 90,399 | Added |
| 11 | EFV | ISHARES TR | $5.0M | 1.76% | 77,161 | Added |
| 12 | AMZN | AMAZON COM INC | $4.9M | 1.74% | 22,023 | Added |
| 13 | VTEB | VANGUARD MUN BD FDS | $4.7M | 1.66% | 95,148 | Added |
| 14 | SPYM | SPDR SERIES TRUST | $4.1M | 1.47% | 56,158 | Trimmed |
| 15 | GOOGL | ALPHABET INC | $3.9M | 1.41% | 22,216 | Added |
| 16 | IVE | ISHARES TR | $3.7M | 1.32% | 18,579 | Added |
| 17 | EMB | ISHARES TR | $3.5M | 1.24% | 37,650 | Added |
| 18 | MUB | ISHARES TR | $3.3M | 1.17% | 31,426 | Trimmed |
| 19 | IEMG | ISHARES INC | $3.2M | 1.14% | 53,007 | Added |
| 20 | SCHZ | SCHWAB STRATEGIC TR | $3.2M | 1.14% | 138,921 | Trimmed |
| 21 | SRLN | SSGA ACTIVE ETF TR | $3.1M | 1.10% | 74,486 | Added |
| 22 | JPM | JPMORGAN CHASE & CO. | $2.9M | 1.05% | 10,234 | Added |
| 23 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.9M | 1.02% | 5,978 | Added |
| 24 | COST | COSTCO WHSL CORP NEW | $2.9M | 1.02% | 2,951 | Added |
| 25 | MBB | ISHARES TR | $2.8M | 1.01% | 30,313 | Added |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR