My Legacy Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 205Value: $259.1MLatest: 2025Q1

My Legacy Advisors, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 205 holdings worth $0.3 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PKST",
  "BROS",
  "RF",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "ASML",
  "T",
  "BUD",
  "AVGO",
  "HRB",
  "COF",
  "DUK",
  "PECO",
  "D",
  null,
  "EOG",
  "FITB",
  "GIS",
  null,
  null,
  "HD",
  "HPQ",
  null,
  "MCD",
  null,
  "FE",
  null,
  null,
  "EMXC",
  "EMR",
  "MUB",
  "META",
  null,
  null,
  "HEFA",
  null,
  "IVW",
  null,
  null,
  null,
  null,
  null,
  "LAZ",
  "IWS",
  "LIN",
  null,
  "MPC",
  "MMC",
  "PWR",
  "MA",
  "MSFT",
  "TMUS",
  "GPC",
  "NI",
  "HIG",
  "OMF",
  "PCAR",
  "EFG",
  "KLAC",
  "NOC",
  null,
  null,
  null,
  "PEP",
  "IEMG",
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "NVDA",
  null,
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  null,
  "AMGN",
  null,
  "IEFA",
  "SPGI",
  "SCHX",
  null,
  "SHW",
  "SLB",
  "ROP",
  "SRE",
  "O",
  "STX",
  null,
  "AMT",
  "SPLG",
  "IBM",
  "SNPS",
  "TMO",
  "TJX",
  "TFC",
  "UNM",
  "MET",
  "VOE",
  null,
  null,
  "VCIT",
  null,
  "ETR",
  "VYM",
  "VRTX",
  "TT",
  null,
  "SDY",
  "WSO",
  "IP",
  "F",
  "WEC",
  "FTNT",
  "AEP",
  "ES",
  "IPG",
  "PEG",
  "NVO",
  "AMZN",
  null,
  "IVE",
  "HCA",
  "PFG",
  null,
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  "VYMI",
  "VTEB",
  "VOT",
  "BSV",
  "VB",
  "VTV",
  "V",
  "WMT",
  "WEN",
  "WMB",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "XEL",
  null,
  "DTE",
  "FNF",
  "SCHG",
  "NXPI",
  null,
  "SON",
  "CRM",
  null,
  "MTUM",
  "LYB",
  null,
  "ESGU",
  "KMB",
  "AZO",
  "BAC",
  "BK",
  "BRK-B",
  "BBY",
  null,
  null,
  "BAM.TO",
  "CVX",
  "CINF",
  "CTAS",
  "CFG",
  "C",
  "CME",
  "KO",
  "COST",
  "CSX",
  null,
  "USMV",
  "NEE",
  "IWM",
  "DIS",
  "XOM",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "AWK",
  null,
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-15
Total Holdings: 205
Total Value: 259116788
Accession Number: 0001767802-25-000002
Form Type: 13F-HR
CIK: my-legacy-advisors
Manager Name: My-Legacy-Advisors

Data Enrichment

75% identified

154 identified51 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

205 positions • $259.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 11

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46434V613

Shares:255.4K

Value:$11.8M

% of Portfolio:4.5% ($11.8M/$259.1M)

464287200

IVV|464287200

Shares:15.9K

Value:$9.0M

% of Portfolio:3.5% ($9.0M/$259.1M)

Apple Inc.

AAPL|037833100

Shares:38.2K

Value:$8.5M

% of Portfolio:3.3% ($8.5M/$259.1M)

MICROSOFT CORP

MSFT|594918104

Shares:19.3K

Value:$7.3M

% of Portfolio:2.8% ($7.3M/$259.1M)

464288513

Shares:90.7K

Value:$7.2M

% of Portfolio:2.8% ($7.2M/$259.1M)

46434V407

Shares:164.6K

Value:$7.0M

% of Portfolio:2.7% ($7.0M/$259.1M)

78464A854

SPLG|78464A854

Shares:102.8K

Value:$6.8M

% of Portfolio:2.6% ($6.8M/$259.1M)

46432F339

QUAL|46432F339

Shares:28.3K

Value:$4.8M

% of Portfolio:1.9% ($4.8M/$259.1M)

464287309

IVW|464287309

Shares:51.0K

Value:$4.7M

% of Portfolio:1.8% ($4.7M/$259.1M)

09290C103

Shares:86.6K

Value:$4.2M

% of Portfolio:1.6% ($4.2M/$259.1M)

AMAZON COM INC

AMZN|023135106

Shares:21.8K

Value:$4.1M

% of Portfolio:1.6% ($4.1M/$259.1M)

NVIDIA CORP

NVDA|67066G104

Shares:36.5K

Value:$4.0M

% of Portfolio:1.5% ($4.0M/$259.1M)

922907746

VTEB|922907746

Shares:72.9K

Value:$3.6M

% of Portfolio:1.4% ($3.6M/$259.1M)

808524839

Shares:148.5K

Value:$3.4M

% of Portfolio:1.3% ($3.4M/$259.1M)

464288414

MUB|464288414

Shares:32.5K

Value:$3.4M

% of Portfolio:1.3% ($3.4M/$259.1M)

464288877

Shares:56.6K

Value:$3.3M

% of Portfolio:1.3% ($3.3M/$259.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:20.9K

Value:$3.2M

% of Portfolio:1.2% ($3.2M/$259.1M)

464288281

Shares:35.4K

Value:$3.2M

% of Portfolio:1.2% ($3.2M/$259.1M)

464287408

IVE|464287408

Shares:16.6K

Value:$3.2M

% of Portfolio:1.2% ($3.2M/$259.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:5.6K

Value:$3.0M

% of Portfolio:1.2% ($3.0M/$259.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V613)✕	255.4K	QoQ +3.45% (+8.5K) YoY -3.49% (-9.2K)	All Managers (Combined)	$11.8M	4.5% ($11.8M/$259.1M)	QoQ +5.70% (+$635.1K) YoY -2.45% (-$296.3K)
(IVVcusip464287200)	15.9K	QoQ -3.86% (-641) YoY -21.39% (-4.3K)	All Managers (Combined)	$9.0M	3.5% ($9.0M/$259.1M)	QoQ -9.31% (-$919.4K) YoY -15.98% (-$1.7M)
Apple Inc.(AAPLcusip037833100)	38.2K	QoQ +3.90% (-1.4K) YoY -9.21% (-3.9K)	All Managers (Combined)	$8.5M	3.3% ($8.5M/$259.1M)	QoQ -2.97% (-$260.6K) YoY +17.60% (-$1.3M)
MICROSOFT CORP(MSFTcusip594918104)	19.3K	QoQ +0.85% (-163) YoY -15.18% (-3.5K)	All Managers (Combined)	$7.3M	2.8% ($7.3M/$259.1M)	QoQ -11.19% (-$914.3K) YoY -24.32% (-$2.3M)
(cusip464288513)✕	90.7K	QoQ +2.78% (+2.5K) YoY -6.40% (-6.2K)	All Managers (Combined)	$7.2M	2.8% ($7.2M/$259.1M)	QoQ +2.25% (+$157.6K) YoY -5.00% (-$377.3K)
(cusip46434V407)✕	164.6K	QoQ +4.94% (+7.7K) YoY +4.71% (+7.4K)	All Managers (Combined)	$7.0M	2.7% ($7.0M/$259.1M)	QoQ +3.84% (+$258.9K) YoY +4.63% (+$310.1K)
(SPLGcusip78464A854)	102.8K	QoQ -7.51% (-8.4K) YoY -60.73% (-159.0K)	All Managers (Combined)	$6.8M	2.6% ($6.8M/$259.1M)	QoQ -12.76% (-$989.4K) YoY -58.03% (-$9.3M)
(QUALcusip46432F339)	28.3K	QoQ +13.07% (+3.3K) YoY -19.96% (-7.1K)	All Managers (Combined)	$4.8M	1.9% ($4.8M/$259.1M)	QoQ +7.68% (+$344.8K) YoY -16.77% (-$974.1K)
(IVWcusip464287309)	51.0K	QoQ +1.77% (-889) YoY +1.11% (+562)	All Managers (Combined)	$4.7M	1.8% ($4.7M/$259.1M)	QoQ -8.19% (-$422.4K) YoY +11.16% (+$475.2K)
(cusip09290C103)✕	86.6K	QoQ +0.47% (-412) YoY -21.41% (-23.6K)	All Managers (Combined)	$4.2M	1.6% ($4.2M/$259.1M)	QoQ -5.54% (-$247.8K) YoY -13.70% (-$670.1K)
AMAZON COM INC(AMZNcusip023135106)	21.8K	QoQ +1.91% (-409) YoY -8.21% (-2.0K)	All Managers (Combined)	$4.1M	1.6% ($4.1M/$259.1M)	QoQ -13.18% (-$630.1K) YoY -3.18% (-$136.5K)
NVIDIA CORP(NVDAcusip67066G104)	36.5K	QoQ +2.50% (-892) YoY +927.37% (+33.0K)	All Managers (Combined)	$4.0M	1.5% ($4.0M/$259.1M)	QoQ -18.45% (-$895.7K) YoY +23.22% (+$745.8K)
(VTEBcusip922907746)	72.9K	QoQ +14.30% (+9.1K) YoY -2.70% (-2.0K)	All Managers (Combined)	$3.6M	1.4% ($3.6M/$259.1M)	QoQ +13.91% (+$442.0K) YoY -4.58% (-$174.0K)
(cusip808524839)✕	148.5K	QoQ +1.05% (+1.6K) YoY +39.50% (-42.0K)	All Managers (Combined)	$3.4M	1.3% ($3.4M/$259.1M)	QoQ +3.24% (+$108.0K) YoY -29.76% (-$1.5M)
(MUBcusip464288414)	32.5K	QoQ -16.15% (-6.3K) YoY -16.58% (-6.5K)	All Managers (Combined)	$3.4M	1.3% ($3.4M/$259.1M)	QoQ -16.54% (-$679.2K) YoY -18.26% (-$765.4K)
(cusip464288877)✕	56.6K	QoQ -17.38% (-11.9K) YoY -19.88% (-14.1K)	All Managers (Combined)	$3.3M	1.3% ($3.3M/$259.1M)	QoQ -7.92% (-$287.2K) YoY -13.20% (-$507.7K)
Alphabet Inc.(GOOGLcusip02079K305)	20.9K	QoQ +2.13% (-437) YoY -3.35% (-725)	All Managers (Combined)	$3.2M	1.2% ($3.2M/$259.1M)	QoQ -19.23% (-$770.1K) YoY -0.97% (-$31.8K)
(cusip464288281)✕	35.4K	QoQ +9.31% (+3.0K) YoY +4.98% (+1.7K)	All Managers (Combined)	$3.2M	1.2% ($3.2M/$259.1M)	QoQ +10.28% (+$298.9K) YoY +6.06% (+$183.2K)
(IVEcusip464287408)	16.6K	QoQ +45.37% (+5.2K) YoY +6.80% (+1.1K)	All Managers (Combined)	$3.2M	1.2% ($3.2M/$259.1M)	QoQ +43.77% (+$961.1K) YoY +8.95% (+$259.5K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	5.6K	QoQ +2.43% (+134) YoY -8.41% (-518)	All Managers (Combined)	$3.0M	1.2% ($3.0M/$259.1M)	QoQ +18.98% (+$479.2K) YoY +15.99% (-$414.2K)