§ 13F · FUND PROFILE
My Legacy Advisors, LLC.
AUM · $281M (13F)Positions · 206Turnover · n/a · Q2Filed · Jul 11, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$10M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 11, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IUSB | ISHARES TR | 247K | $11M | 4.0% | −3% |
| 2 | MSFT | MICROSOFT CORP | 20K | $10M | 3.5% | +2% |
| 3 | IVV | ISHARES TR | 14K | $9M | 3.2% | −10% |
| 4 | AAPL | APPLE INC | 39K | $8M | 3.0% | +2% |
| 5 | HYG | ISHARES TR | 96K | $8M | 2.7% | +5% |
| 6 | SHYG | ISHARES TR | 171K | $7M | 2.6% | +4% |
| 7 | NVDA | NVIDIA CORPORATION | 39K | $6M | 2.3% | +6% |
| 8 | QUAL | ISHARES TR | 29K | $5M | 1.9% | +3% |
| 9 | IVW | ISHARES TR | 45K | $5M | 1.8% | −11% |
| 10 | DYNF | BLACKROCK ETF TRUST | 90K | $5M | 1.8% | +4% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MY SIGNAL
AC read
My Legacy Advisors, LLC is a Other fund managing $281 million in assets. The fund runs a broad portfolio of 206 positions.
Read the full dossier →