Filed: 1/16/2025ACC: 0001767802-25-000001
📋 What this filing means
MY LEGACY ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 197 equity positions with a total reported market value of $257.63M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
197
Positions
$257.63M
Total AUM (reported)
3.02M
Total Shares
Allocation by class
COM$104.14M40.4%
CORE TOTAL USD$11.14M4.3%
CORE S&P500 ETF$9.87M3.8%
PORTFOLIO S&P500$7.75M3.0%
IBOXX HI YD ETF$7.00M2.7%
0-5YR HI YL CP$6.74M2.6%
S&P 500 GRWT ETF$5.16M2.0%
Portfolio Concentration
Top 3$29.76M11.6%
4–10$44.44M17.3%
11–25$49.72M19.3%
Rest$133.70M51.9%
Top 3 weight
11.6%
Top 10 weight
28.8%
Voting Authority Distribution
Total shares with voting rights: 3.02M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
3.02M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole197
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings197
Rows:
ISHARES TR
SOLEShares246.90K
TypeSH
Market value$11.14M
4.32%
Sole
0.00
Shared
0.00
None
246.90K
ISHARES TR
SOLEShares16.57K
TypeSH
Market value$9.87M
3.83%
Sole
0.00
Shared
0.00
None
16.57K
APPLE INC
SOLEShares36.81K
TypeSH
Market value$8.76M
3.40%
Sole
0.00
Shared
0.00
None
36.81K
MICROSOFT CORP
SOLEShares19.16K
TypeSH
Market value$8.17M
3.17%
Sole
0.00
Shared
0.00
None
19.16K
SPDR SER TR
SOLEShares111.16K
TypeSH
Market value$7.75M
3.01%
Sole
0.00
Shared
0.00
None
111.16K
ISHARES TR
SOLEShares88.25K
TypeSH
Market value$7.00M
2.72%
Sole
0.00
Shared
0.00
None
88.25K
ISHARES TR
SOLEShares156.85K
TypeSH
Market value$6.74M
2.62%
Sole
0.00
Shared
0.00
None
156.85K
ISHARES TR
SOLEShares50.09K
TypeSH
Market value$5.16M
2.00%
Sole
0.00
Shared
0.00
None
50.09K
NVIDIA CORPORATION
SOLEShares35.62K
TypeSH
Market value$4.85M
1.88%
Sole
0.00
Shared
0.00
None
35.62K
AMAZON COM INC
SOLEShares21.39K
TypeSH
Market value$4.78M
1.85%
Sole
0.00
Shared
0.00
None
21.39K
ISHARES TR
SOLEShares25.01K
TypeSH
Market value$4.49M
1.74%
Sole
0.00
Shared
0.00
None
25.01K
BLACKROCK ETF TRUST
SOLEShares86.15K
TypeSH
Market value$4.47M
1.73%
Sole
0.00
Shared
0.00
None
86.15K
ISHARES TR
SOLEShares38.75K
TypeSH
Market value$4.10M
1.59%
Sole
0.00
Shared
0.00
None
38.75K
ALPHABET INC
SOLEShares20.48K
TypeSH
Market value$4.00M
1.55%
Sole
0.00
Shared
0.00
None
20.48K
ISHARES TR
SOLEShares39.88K
TypeSH
Market value$3.88M
1.51%
Sole
0.00
Shared
0.00
None
39.88K
ISHARES TR
SOLEShares68.55K
TypeSH
Market value$3.63M
1.41%
Sole
0.00
Shared
0.00
None
68.55K
SCHWAB STRATEGIC TR
SOLEShares146.94K
TypeSH
Market value$3.33M
1.29%
Sole
0.00
Shared
0.00
None
146.94K
VANGUARD MUN BD FDS
SOLEShares63.79K
TypeSH
Market value$3.18M
1.23%
Sole
0.00
Shared
0.00
None
63.79K
ISHARES TR
SOLEShares32.36K
TypeSH
Market value$2.91M
1.13%
Sole
0.00
Shared
0.00
None
32.36K
ISHARES TR
SOLEShares30.08K
TypeSH
Market value$2.75M
1.07%
Sole
0.00
Shared
0.00
None
30.08K
SSGA ACTIVE ETF TR
SOLEShares64.31K
TypeSH
Market value$2.69M
1.05%
Sole
0.00
Shared
0.00
None
64.31K
VANGUARD INDEX FDS
SOLEShares10.12K
TypeSH
Market value$2.65M
1.03%
Sole
0.00
Shared
0.00
None
10.12K
UNITEDHEALTH GROUP INC
SOLEShares4.81K
TypeSH
Market value$2.61M
1.01%
Sole
0.00
Shared
0.00
None
4.81K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.51K
TypeSH
Market value$2.52M
0.98%
Sole
0.00
Shared
0.00
None
5.51K
JPMORGAN CHASE & CO.
SOLEShares9.95K
TypeSH
Market value$2.51M
0.97%
Sole
0.00
Shared
0.00
None
9.95K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE TOTAL USD | 246.90K | SH | $11.14M 4.32% | 0.00 | 0.00 | 246.90K |
ISHARES TRSOLE | CORE S&P500 ETF | 16.57K | SH | $9.87M 3.83% | 0.00 | 0.00 | 16.57K |
APPLE INCSOLE | COM | 36.81K | SH | $8.76M 3.40% | 0.00 | 0.00 | 36.81K |
MICROSOFT CORPSOLE | COM | 19.16K | SH | $8.17M 3.17% | 0.00 | 0.00 | 19.16K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 111.16K | SH | $7.75M 3.01% | 0.00 | 0.00 | 111.16K |
ISHARES TRSOLE | IBOXX HI YD ETF | 88.25K | SH | $7.00M 2.72% | 0.00 | 0.00 | 88.25K |
ISHARES TRSOLE | 0-5YR HI YL CP | 156.85K | SH | $6.74M 2.62% | 0.00 | 0.00 | 156.85K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 50.09K | SH | $5.16M 2.00% | 0.00 | 0.00 | 50.09K |
NVIDIA CORPORATIONSOLE | COM | 35.62K | SH | $4.85M 1.88% | 0.00 | 0.00 | 35.62K |
AMAZON COM INCSOLE | COM | 21.39K | SH | $4.78M 1.85% | 0.00 | 0.00 | 21.39K |
ISHARES TRSOLE | MSCI USA QLT FCT | 25.01K | SH | $4.49M 1.74% | 0.00 | 0.00 | 25.01K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 86.15K | SH | $4.47M 1.73% | 0.00 | 0.00 | 86.15K |
ISHARES TRSOLE | NATIONAL MUN ETF | 38.75K | SH | $4.10M 1.59% | 0.00 | 0.00 | 38.75K |
ALPHABET INCSOLE | CAP STK CL A | 20.48K | SH | $4.00M 1.55% | 0.00 | 0.00 | 20.48K |
ISHARES TRSOLE | EAFE GRWTH ETF | 39.88K | SH | $3.88M 1.51% | 0.00 | 0.00 | 39.88K |
ISHARES TRSOLE | EAFE VALUE ETF | 68.55K | SH | $3.63M 1.41% | 0.00 | 0.00 | 68.55K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 146.94K | SH | $3.33M 1.29% | 0.00 | 0.00 | 146.94K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 63.79K | SH | $3.18M 1.23% | 0.00 | 0.00 | 63.79K |
ISHARES TRSOLE | JPMORGAN USD EMG | 32.36K | SH | $2.91M 1.13% | 0.00 | 0.00 | 32.36K |
ISHARES TRSOLE | MBS ETF | 30.08K | SH | $2.75M 1.07% | 0.00 | 0.00 | 30.08K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 64.31K | SH | $2.69M 1.05% | 0.00 | 0.00 | 64.31K |
VANGUARD INDEX FDSSOLE | MCAP GR IDXVIP | 10.12K | SH | $2.65M 1.03% | 0.00 | 0.00 | 10.12K |
UNITEDHEALTH GROUP INCSOLE | COM | 4.81K | SH | $2.61M 1.01% | 0.00 | 0.00 | 4.81K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.51K | SH | $2.52M 0.98% | 0.00 | 0.00 | 5.51K |
JPMORGAN CHASE & CO.SOLE | COM | 9.95K | SH | $2.51M 0.97% | 0.00 | 0.00 | 9.95K |
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