Filed: 4/15/2025ACC: 0001767802-25-000002
📋 What this filing means
MY LEGACY ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 205 equity positions with a total reported market value of $259.12M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
205
Positions
$259.12M
Total AUM (reported)
3.12M
Total Shares
Allocation by class
COM$103.82M40.1%
CORE TOTAL USD$11.77M4.5%
CORE S&P500 ETF$8.95M3.5%
IBOXX HI YD ETF$7.16M2.8%
0-5YR HI YL CP$7.00M2.7%
PORTFOLIO S&P500$6.76M2.6%
MSCI USA QLT FCT$4.83M1.9%
Portfolio Concentration
Top 3$29.22M11.3%
4–10$41.95M16.2%
11–25$47.57M18.4%
Rest$140.38M54.2%
Top 3 weight
11.3%
Top 10 weight
27.5%
Voting Authority Distribution
Total shares with voting rights: 3.12M
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
3.12M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole205
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings205
Rows:
ISHARES TR
SOLEShares255.44K
TypeSH
Market value$11.77M
4.54%
Sole
0.00
Shared
0.00
None
255.44K
ISHARES TR
SOLEShares15.93K
TypeSH
Market value$8.95M
3.46%
Sole
0.00
Shared
0.00
None
15.93K
APPLE INC
SOLEShares38.25K
TypeSH
Market value$8.50M
3.28%
Sole
0.00
Shared
0.00
None
38.25K
MICROSOFT CORP
SOLEShares19.32K
TypeSH
Market value$7.25M
2.80%
Sole
0.00
Shared
0.00
None
19.32K
ISHARES TR
SOLEShares90.71K
TypeSH
Market value$7.16M
2.76%
Sole
0.00
Shared
0.00
None
90.71K
ISHARES TR
SOLEShares164.60K
TypeSH
Market value$7.00M
2.70%
Sole
0.00
Shared
0.00
None
164.60K
SPDR SER TR
SOLEShares102.80K
TypeSH
Market value$6.76M
2.61%
Sole
0.00
Shared
0.00
None
102.80K
ISHARES TR
SOLEShares28.28K
TypeSH
Market value$4.83M
1.86%
Sole
0.00
Shared
0.00
None
28.28K
ISHARES TR
SOLEShares50.98K
TypeSH
Market value$4.73M
1.83%
Sole
0.00
Shared
0.00
None
50.98K
BLACKROCK ETF TRUST
SOLEShares86.56K
TypeSH
Market value$4.22M
1.63%
Sole
0.00
Shared
0.00
None
86.56K
AMAZON COM INC
SOLEShares21.80K
TypeSH
Market value$4.15M
1.60%
Sole
0.00
Shared
0.00
None
21.80K
NVIDIA CORPORATION
SOLEShares36.51K
TypeSH
Market value$3.96M
1.53%
Sole
0.00
Shared
0.00
None
36.51K
VANGUARD MUN BD FDS
SOLEShares72.92K
TypeSH
Market value$3.62M
1.40%
Sole
0.00
Shared
0.00
None
72.92K
SCHWAB STRATEGIC TR
SOLEShares148.49K
TypeSH
Market value$3.44M
1.33%
Sole
0.00
Shared
0.00
None
148.49K
ISHARES TR
SOLEShares32.49K
TypeSH
Market value$3.43M
1.32%
Sole
0.00
Shared
0.00
None
32.49K
ISHARES TR
SOLEShares56.63K
TypeSH
Market value$3.34M
1.29%
Sole
0.00
Shared
0.00
None
56.63K
ALPHABET INC
SOLEShares20.91K
TypeSH
Market value$3.23M
1.25%
Sole
0.00
Shared
0.00
None
20.91K
ISHARES TR
SOLEShares35.37K
TypeSH
Market value$3.20M
1.24%
Sole
0.00
Shared
0.00
None
35.37K
ISHARES TR
SOLEShares16.57K
TypeSH
Market value$3.16M
1.22%
Sole
0.00
Shared
0.00
None
16.57K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.64K
TypeSH
Market value$3.00M
1.16%
Sole
0.00
Shared
0.00
None
5.64K
SSGA ACTIVE ETF TR
SOLEShares68.60K
TypeSH
Market value$2.82M
1.09%
Sole
0.00
Shared
0.00
None
68.60K
COSTCO WHSL CORP NEW
SOLEShares2.90K
TypeSH
Market value$2.74M
1.06%
Sole
0.00
Shared
0.00
None
2.90K
VISA INC
SOLEShares7.15K
TypeSH
Market value$2.51M
0.97%
Sole
0.00
Shared
0.00
None
7.15K
ISHARES TR
SOLEShares26.71K
TypeSH
Market value$2.50M
0.97%
Sole
0.00
Shared
0.00
None
26.71K
UNITEDHEALTH GROUP INC
SOLEShares4.71K
TypeSH
Market value$2.46M
0.95%
Sole
0.00
Shared
0.00
None
4.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE TOTAL USD | 255.44K | SH | $11.77M 4.54% | 0.00 | 0.00 | 255.44K |
ISHARES TRSOLE | CORE S&P500 ETF | 15.93K | SH | $8.95M 3.46% | 0.00 | 0.00 | 15.93K |
APPLE INCSOLE | COM | 38.25K | SH | $8.50M 3.28% | 0.00 | 0.00 | 38.25K |
MICROSOFT CORPSOLE | COM | 19.32K | SH | $7.25M 2.80% | 0.00 | 0.00 | 19.32K |
ISHARES TRSOLE | IBOXX HI YD ETF | 90.71K | SH | $7.16M 2.76% | 0.00 | 0.00 | 90.71K |
ISHARES TRSOLE | 0-5YR HI YL CP | 164.60K | SH | $7.00M 2.70% | 0.00 | 0.00 | 164.60K |
SPDR SER TRSOLE | PORTFOLIO S&P500 | 102.80K | SH | $6.76M 2.61% | 0.00 | 0.00 | 102.80K |
ISHARES TRSOLE | MSCI USA QLT FCT | 28.28K | SH | $4.83M 1.86% | 0.00 | 0.00 | 28.28K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 50.98K | SH | $4.73M 1.83% | 0.00 | 0.00 | 50.98K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 86.56K | SH | $4.22M 1.63% | 0.00 | 0.00 | 86.56K |
AMAZON COM INCSOLE | COM | 21.80K | SH | $4.15M 1.60% | 0.00 | 0.00 | 21.80K |
NVIDIA CORPORATIONSOLE | COM | 36.51K | SH | $3.96M 1.53% | 0.00 | 0.00 | 36.51K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 72.92K | SH | $3.62M 1.40% | 0.00 | 0.00 | 72.92K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 148.49K | SH | $3.44M 1.33% | 0.00 | 0.00 | 148.49K |
ISHARES TRSOLE | NATIONAL MUN ETF | 32.49K | SH | $3.43M 1.32% | 0.00 | 0.00 | 32.49K |
ISHARES TRSOLE | EAFE VALUE ETF | 56.63K | SH | $3.34M 1.29% | 0.00 | 0.00 | 56.63K |
ALPHABET INCSOLE | CAP STK CL A | 20.91K | SH | $3.23M 1.25% | 0.00 | 0.00 | 20.91K |
ISHARES TRSOLE | JPMORGAN USD EMG | 35.37K | SH | $3.20M 1.24% | 0.00 | 0.00 | 35.37K |
ISHARES TRSOLE | S&P 500 VAL ETF | 16.57K | SH | $3.16M 1.22% | 0.00 | 0.00 | 16.57K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.64K | SH | $3.00M 1.16% | 0.00 | 0.00 | 5.64K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 68.60K | SH | $2.82M 1.09% | 0.00 | 0.00 | 68.60K |
COSTCO WHSL CORP NEWSOLE | COM | 2.90K | SH | $2.74M 1.06% | 0.00 | 0.00 | 2.90K |
VISA INCSOLE | COM CL A | 7.15K | SH | $2.51M 0.97% | 0.00 | 0.00 | 7.15K |
ISHARES TRSOLE | MBS ETF | 26.71K | SH | $2.50M 0.97% | 0.00 | 0.00 | 26.71K |
UNITEDHEALTH GROUP INCSOLE | COM | 4.71K | SH | $2.46M 0.95% | 0.00 | 0.00 | 4.71K |
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