StockDriftsStockDriftsTop 50 My Legacy Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 4.04% | 247.3K | $11.4M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 3.53% | 19.8K | $9.9M | — | — | — | 2025-06-30 |
| IVV | ISHARES TR | 3.22% | 14.4K | $9.0M | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 2.96% | 39.2K | $8.3M | — | — | — | 2025-06-30 |
| HYG | ISHARES TR | 2.73% | 95.6K | $7.7M | — | — | — | 2025-06-30 |
| SHYG | ISHARES TR | 2.61% | 171.1K | $7.3M | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 2.26% | 38.7K | $6.4M | — | — | — | 2025-06-30 |
| QUAL | ISHARES TR | 1.92% | 29.2K | $5.4M | — | — | — | 2025-06-30 |
| IVW | ISHARES TR | 1.79% | 45.2K | $5.0M | — | — | — | 2025-06-30 |
| DYNF | BLACKROCK ETF TRUST | 1.77% | 90.4K | $5.0M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +44.37% |
| Top 20 Holdings Unweighted | — | — | — | — | +45.47% |
My Legacy Advisors, Llc reports $280.79M in US-listed equity holdings across 206 positions in its most recent 13F filing. Its largest disclosed positions are IUSB (4.0%), MSFT (3.5%) and IVV (3.2%). The top 20 holdings account for 40.88% of reported assets. Its disclosed equity book has returned +44.37% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
Sign up free to track My Legacy Advisors, Llc, compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from My Legacy Advisors, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1767802). View My Legacy Advisors, Llc’s 13F filings on SEC