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Showing Q2 2025 data
My Legacy Advisors, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
My Legacy Advisors, LLC
•CIK: 1767802•Filing: Q2 2025
**My Legacy Advisors, LLC** manages $281M across a diverse portfolio of 206 positions. The fund exhibits significant allocations to technology and fixed income, notably holding IUSB at $11.4M and MSFT at $9.9M. Key concentrations also include IVV ($9.0M), AAPL ($8.3M), and HYG ($7.7M), suggesting a blend of growth equity and defensive income strategies. This positioning reflects a tactical approach across major market sectors.
Total AUM
$280.8M
QoQ Performance
+8.4%
Positions
143
Top 10 Concentration
27.0%
Latest Filing
Q2 2025
Top Holdings Allocation
IUSB4.0%
MSFT3.5%
IVV3.2%
AAPL3.0%
HYG2.7%
SHYG2.6%
NVDA2.3%
QUAL1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.0%
Technology13.1%
Financial5.7%
Consumer5.1%
ETF3.2%
Healthcare2.1%
Communication1.6%
Utilities1.3%
🚪 Exited Positionssold since Q1 2025
+19 more exited positions
Changes from Q1 2025
NEW19 new positions
↑98 increased
↓78 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q4 2023