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My Legacy Advisors, LLC
Period ended Jun 30, 2025 · Latest filing Jul 11, 2025
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2025: $280,788,508
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2025. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · CORE TOTAL USD · 46434V613 · shares: $11,350,151
- MICROSOFT CORP · COM · 594918104 · shares: $9,917,378
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $9,043,408
- APPLE INC · COM · 037833100 · shares: $8,321,801
- ISHARES TR · IBOXX HI YD ETF · 464288513 · shares: $7,662,912
- ISHARES TR · 0-5YR HI YL CP · 46434V407 · shares: $7,335,186
- NVIDIA CORPORATION · COM · 67066G104 · shares: $6,351,215
- ISHARES TR · MSCI USA QLT FCT · 46432F339 · shares: $5,402,087
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $5,017,184
- BLACKROCK ETF TRUST · ISHARES US EQUIT · 09290C103 · shares: $4,968,329
Reported holdings
206 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| WISDOMTREE TR | INTL QULTY DIV | 97717X131 | — | 5,527 shares | $219,965 |
| SPDR SERIES TRUST | NUVEEN ICE MUNIC | 78468R721 | — | 4,925 shares | $219,702 |
| ACCENTURE PLC IRELAND | SHS CLASS A | G1151C101 | — | 745 shares | $214,828 |
| PEAKSTONE REALTY TRUST | COMMON SHARES | 39818P799 | — | 15,297 shares | $214,617 |
| CISCO SYS INC | COM | 17275R102 | — | 3,025 shares | $208,006 |
| SPDR SERIES TRUST | PORTFOLIO S&P400 | 78464A847 | — | 3,597 shares | $201,756 |