My Legacy Advisors, LLC
CIK 1767802 · Holdings on Jun 30, 2025 · First reported Jul 11, 2025
Top ten holdings
Q2 2025- IUSB4.04%
- MSFT3.53%
- IVV3.22%
- AAPL2.96%
- HYG2.73%
- SHYG2.61%
- NVDA2.26%
- QUAL1.92%
- IVW1.79%
- DYNF1.77%
Share classes counted separately26.83%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYMWeight decreased · -1.14 pp2.61% → 1.47%Shares -46.64K (-45.37%)
- MSFTWeight increased · +0.73 pp2.80% → 3.53%Shares +454 (+2.35%)
- NVDAWeight increased · +0.73 pp1.53% → 2.26%Shares +2.19K (+6.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IUSBISHR CR UNVRSE USD BD ETF-UICORE TOTAL USD View history and evidence | $11.35M | 4.04% | 247.28K shares | 4.54% → 4.04%-0.50 pp -8.15K (-3.19%) | Reduced | ↗▾ |
| 02 | MSFTMICROSOFT CORP View history and evidence | $9.92M | 3.53% | 19.78K shares | 2.80% → 3.53%+0.73 pp +454 (+2.35%) | Added | ↗▾ |
| 03 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $9.04M | 3.22% | 14.38K shares | 3.46% → 3.22%-0.24 pp -1.55K (-9.75%) | Reduced | ↗▾ |
| 04 | AAPLAPPLE INC View history and evidence | $8.32M | 2.96% | 39.18K shares | 3.28% → 2.96%-0.32 pp +930 (+2.43%) | Added | ↗▾ |
| 05 | HYGISHR IBX USD HIYLD CB ETF-UIIBOXX HI YD ETF View history and evidence | $7.66M | 2.73% | 95.63K shares | 2.76% → 2.73%-0.03 pp +4.92K (+5.43%) | Added | ↗▾ |
| 06 | SHYGISHARES 0-5 YR HY CORP BOND0-5YR HI YL CP View history and evidence | $7.34M | 2.61% | 171.10K shares | 2.70% → 2.61%-0.09 pp +6.50K (+3.95%) | Added | ↗▾ |
| 07 | NVDANVIDIA CORP View history and evidence | $6.35M | 2.26% | 38.70K shares | 1.53% → 2.26%+0.73 pp +2.19K (+6.00%) | Added | ↗▾ |
| 08 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $5.40M | 1.92% | 29.21K shares | 1.86% → 1.92%+0.06 pp +935 (+3.31%) | Added | ↗▾ |
| 09 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $5.02M | 1.79% | 45.21K shares | 1.83% → 1.79%-0.04 pp -5.77K (-11.32%) | Reduced | ↗▾ |
| 10 | DYNFISHRS US E F R A ETF-USD INCISHARES US EQUIT View history and evidence | $4.97M | 1.77% | 90.40K shares | 1.63% → 1.77%+0.14 pp +3.84K (+4.43%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AMGN AMGEN INC | Non-derivative | -3,035 | -$945.55K | SEC filing ↗ | SEC filing ↗ |
| AMT AMERICAN TOWER CORP | Non-derivative | -3,174 | -$690.66K | SEC filing ↗ | SEC filing ↗ |
| AWK AMERICAN WATER WORKS CO INC | Non-derivative | -4,209 | -$620.91K | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1767802 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-11
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 280788508
}Research all 206 reported holdings.
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