Filed: 7/11/2025ACC: 0001767802-25-000003
📋 What this filing means
MY LEGACY ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 206 equity positions with a total reported market value of $280.79M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
206
Positions
$280.79M
Total AUM (reported)
3.26M
Total Shares
Allocation by class
COM$110.84M39.5%
CORE TOTAL USD$11.35M4.0%
CORE S&P500 ETF$9.04M3.2%
IBOXX HI YD ETF$7.66M2.7%
0-5YR HI YL CP$7.34M2.6%
MSCI USA QLT FCT$5.40M1.9%
S&P 500 GRWT ETF$5.02M1.8%
Portfolio Concentration
Top 3$30.31M10.8%
4–10$45.06M16.0%
11–25$54.02M19.2%
Rest$151.40M53.9%
Top 3 weight
10.8%
Top 10 weight
26.8%
Voting Authority Distribution
Total shares with voting rights: 3.26M
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
3.26M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole206
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings206
Rows:
ISHARES TR
SOLEShares247.28K
TypeSH
Market value$11.35M
4.04%
Sole
0.00
Shared
0.00
None
247.28K
MICROSOFT CORP
SOLEShares19.78K
TypeSH
Market value$9.92M
3.53%
Sole
0.00
Shared
0.00
None
19.78K
ISHARES TR
SOLEShares14.38K
TypeSH
Market value$9.04M
3.22%
Sole
0.00
Shared
0.00
None
14.38K
APPLE INC
SOLEShares39.18K
TypeSH
Market value$8.32M
2.96%
Sole
0.00
Shared
0.00
None
39.18K
ISHARES TR
SOLEShares95.63K
TypeSH
Market value$7.66M
2.73%
Sole
0.00
Shared
0.00
None
95.63K
ISHARES TR
SOLEShares171.10K
TypeSH
Market value$7.34M
2.61%
Sole
0.00
Shared
0.00
None
171.10K
NVIDIA CORPORATION
SOLEShares38.70K
TypeSH
Market value$6.35M
2.26%
Sole
0.00
Shared
0.00
None
38.70K
ISHARES TR
SOLEShares29.21K
TypeSH
Market value$5.40M
1.92%
Sole
0.00
Shared
0.00
None
29.21K
ISHARES TR
SOLEShares45.21K
TypeSH
Market value$5.02M
1.79%
Sole
0.00
Shared
0.00
None
45.21K
BLACKROCK ETF TRUST
SOLEShares90.40K
TypeSH
Market value$4.97M
1.77%
Sole
0.00
Shared
0.00
None
90.40K
ISHARES TR
SOLEShares77.16K
TypeSH
Market value$4.95M
1.76%
Sole
0.00
Shared
0.00
None
77.16K
AMAZON COM INC
SOLEShares22.02K
TypeSH
Market value$4.89M
1.74%
Sole
0.00
Shared
0.00
None
22.02K
VANGUARD MUN BD FDS
SOLEShares95.15K
TypeSH
Market value$4.66M
1.66%
Sole
0.00
Shared
0.00
None
95.15K
SPDR SERIES TRUST
SOLEShares56.16K
TypeSH
Market value$4.13M
1.47%
Sole
0.00
Shared
0.00
None
56.16K
ALPHABET INC
SOLEShares22.22K
TypeSH
Market value$3.95M
1.41%
Sole
0.00
Shared
0.00
None
22.22K
ISHARES TR
SOLEShares18.58K
TypeSH
Market value$3.70M
1.32%
Sole
0.00
Shared
0.00
None
18.58K
ISHARES TR
SOLEShares37.65K
TypeSH
Market value$3.47M
1.24%
Sole
0.00
Shared
0.00
None
37.65K
ISHARES TR
SOLEShares31.43K
TypeSH
Market value$3.28M
1.17%
Sole
0.00
Shared
0.00
None
31.43K
SCHWAB STRATEGIC TR
SOLEShares138.92K
TypeSH
Market value$3.20M
1.14%
Sole
0.00
Shared
0.00
None
138.92K
ISHARES INC
SOLEShares53.01K
TypeSH
Market value$3.19M
1.14%
Sole
0.00
Shared
0.00
None
53.01K
SSGA ACTIVE ETF TR
SOLEShares74.49K
TypeSH
Market value$3.09M
1.10%
Sole
0.00
Shared
0.00
None
74.49K
JPMORGAN CHASE & CO.
SOLEShares10.23K
TypeSH
Market value$2.95M
1.05%
Sole
0.00
Shared
0.00
None
10.23K
COSTCO WHSL CORP NEW
SOLEShares2.95K
TypeSH
Market value$2.86M
1.02%
Sole
0.00
Shared
0.00
None
2.95K
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.98K
TypeSH
Market value$2.86M
1.02%
Sole
0.00
Shared
0.00
None
5.98K
ISHARES TR
SOLEShares30.31K
TypeSH
Market value$2.83M
1.01%
Sole
0.00
Shared
0.00
None
30.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | CORE TOTAL USD | 247.28K | SH | $11.35M 4.04% | 0.00 | 0.00 | 247.28K |
MICROSOFT CORPSOLE | COM | 19.78K | SH | $9.92M 3.53% | 0.00 | 0.00 | 19.78K |
ISHARES TRSOLE | CORE S&P500 ETF | 14.38K | SH | $9.04M 3.22% | 0.00 | 0.00 | 14.38K |
APPLE INCSOLE | COM | 39.18K | SH | $8.32M 2.96% | 0.00 | 0.00 | 39.18K |
ISHARES TRSOLE | IBOXX HI YD ETF | 95.63K | SH | $7.66M 2.73% | 0.00 | 0.00 | 95.63K |
ISHARES TRSOLE | 0-5YR HI YL CP | 171.10K | SH | $7.34M 2.61% | 0.00 | 0.00 | 171.10K |
NVIDIA CORPORATIONSOLE | COM | 38.70K | SH | $6.35M 2.26% | 0.00 | 0.00 | 38.70K |
ISHARES TRSOLE | MSCI USA QLT FCT | 29.21K | SH | $5.40M 1.92% | 0.00 | 0.00 | 29.21K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 45.21K | SH | $5.02M 1.79% | 0.00 | 0.00 | 45.21K |
BLACKROCK ETF TRUSTSOLE | ISHARES US EQUIT | 90.40K | SH | $4.97M 1.77% | 0.00 | 0.00 | 90.40K |
ISHARES TRSOLE | EAFE VALUE ETF | 77.16K | SH | $4.95M 1.76% | 0.00 | 0.00 | 77.16K |
AMAZON COM INCSOLE | COM | 22.02K | SH | $4.89M 1.74% | 0.00 | 0.00 | 22.02K |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 95.15K | SH | $4.66M 1.66% | 0.00 | 0.00 | 95.15K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 56.16K | SH | $4.13M 1.47% | 0.00 | 0.00 | 56.16K |
ALPHABET INCSOLE | CAP STK CL A | 22.22K | SH | $3.95M 1.41% | 0.00 | 0.00 | 22.22K |
ISHARES TRSOLE | S&P 500 VAL ETF | 18.58K | SH | $3.70M 1.32% | 0.00 | 0.00 | 18.58K |
ISHARES TRSOLE | JPMORGAN USD EMG | 37.65K | SH | $3.47M 1.24% | 0.00 | 0.00 | 37.65K |
ISHARES TRSOLE | NATIONAL MUN ETF | 31.43K | SH | $3.28M 1.17% | 0.00 | 0.00 | 31.43K |
SCHWAB STRATEGIC TRSOLE | US AGGREGATE B | 138.92K | SH | $3.20M 1.14% | 0.00 | 0.00 | 138.92K |
ISHARES INCSOLE | CORE MSCI EMKT | 53.01K | SH | $3.19M 1.14% | 0.00 | 0.00 | 53.01K |
SSGA ACTIVE ETF TRSOLE | BLACKSTONE SENR | 74.49K | SH | $3.09M 1.10% | 0.00 | 0.00 | 74.49K |
JPMORGAN CHASE & CO.SOLE | COM | 10.23K | SH | $2.95M 1.05% | 0.00 | 0.00 | 10.23K |
COSTCO WHSL CORP NEWSOLE | COM | 2.95K | SH | $2.86M 1.02% | 0.00 | 0.00 | 2.95K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.98K | SH | $2.86M 1.02% | 0.00 | 0.00 | 5.98K |
ISHARES TRSOLE | MBS ETF | 30.31K | SH | $2.83M 1.01% | 0.00 | 0.00 | 30.31K |
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