My Legacy Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 11, 2025), My Legacy Advisors, LLC reported 206 stock positions worth $280.8 million. Its top holding was Ishr CR Unvrse Usd BD ETF-Ui (IUSB) at 4.0% of the portfolio, followed by Microsoft (MSFT, 3.5%) and iShares Core S&P 500 ETF (IVV, 3.2%). Compared with Q1 2025, it opened 21 new positions, sold out of 20, added to 98 and reduced 82. The biggest buy was Nvidia (NVDA, shares +6%) and the biggest sale Ste STR SPDR PT S&P 500 ETF (SPYM, shares −45%).
- Most Recent 13F
- Q2 2025
- Location
- BEND, OR
- CIK
- 0001767802
- Portfolio Value
- $280.8M (Q2 2025)
- SEC Filing
- 0001767802-25-000003 ↗ filed Jul 11, 2025
Holdings Value
Holdings 206 stocks · $280.8M
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.04% | 247,280 | $11.4M | Reduce -3.2% |
| MSFT Microsoft Corp. | 3.53% | 19,776 | $9.9M | Add +2.4% |
| IVV iShares Core S&P 500 ETF | 3.22% | 14,381 | $9.0M | Reduce -9.8% |
| AAPL Apple Inc. | 2.96% | 39,178 | $8.3M | Add +2.4% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.73% | 95,631 | $7.7M | Add +5.4% |
| SHYG iShares 0-5 YR HY Corp. Bond | 2.61% | 171,103 | $7.3M | Add +4.0% |
| NVDA Nvidia Corp. | 2.26% | 38,703 | $6.4M | Add +6.0% |
| QUAL iShares MSCI USA Quality Fac | 1.92% | 29,212 | $5.4M | Add +3.3% |
| IVW iShares S&P 500 Growth ETF | 1.79% | 45,212 | $5.0M | Reduce -11.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.77% | 90,399 | $5.0M | Add +4.4% |
| EFV iShares MSCI Eafe Value ETF | 1.76% | 77,161 | $5.0M | Add +36.3% |
| AMZN Amazon.com Inc. | 1.74% | 22,023 | $4.9M | Add +1.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.66% | 95,148 | $4.7M | Add +30.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.47% | 56,158 | $4.1M | Reduce -45.4% |
| GOOGL Alphabet Inc. Class A | 1.41% | 22,216 | $3.9M | Add +6.2% |
| IVE iShares S&P 500 Value ETF | 1.32% | 18,579 | $3.7M | Add +12.2% |
| EMB iShares JP Morgan Usd Emergi | 1.24% | 37,650 | $3.5M | Add +6.5% |
| MUB iShares National Muni Bond E | 1.17% | 31,426 | $3.3M | Reduce -3.3% |
| SCHZ Schwab US Aggregate Bond ETF | 1.14% | 138,921 | $3.2M | Reduce -6.4% |
| IEMG iShares Core MSCI Emerging | 1.14% | 53,007 | $3.2M | Add +83.4% |
| SRLN SS Blackstone Sr Loan ETF | 1.10% | 74,486 | $3.1M | Add +8.6% |
| JPM JPMorgan Chase & Co. | 1.05% | 10,234 | $2.9M | Add +3.4% |
| COST Costco Wholesale Corp. | 1.02% | 2,951 | $2.9M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.02% | 5,978 | $2.9M | Add +6.0% |
| MBB iShares MBS ETF | 1.01% | 30,313 | $2.8M | Add +13.5% |
| OEF iShares S&P 100 ETF | 1.00% | 9,096 | $2.8M | Add +1.9% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.99% | 60,744 | $2.8M | Add +121.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.96% | 24,209 | $2.7M | Reduce -1.5% |
| V Visa Inc. Class A | 0.92% | 7,269 | $2.6M | Add +1.6% |
| TT Trane Technologies PLC | 0.90% | 5,796 | $2.5M | Add +1.9% |
| MA Mastercard Inc. Class A | 0.88% | 4,398 | $2.5M | Add +2.7% |
| IYW iShares Ustechnology ETF | 0.86% | 13,749 | $2.4M | Reduce -5.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.80% | 7,867 | $2.2M | Reduce -17.5% |
| THRO iShares U.S. Thematic Rotati | 0.78% | 61,477 | $2.2M | Add +450.1% |
| CTAS Cintas Corp. | 0.78% | 10,164 | $2.2M | Add +1.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.76% | 40,453 | $2.1M | Add +19.8% |
| HD Home Depot Inc. | 0.72% | 5,448 | $2.0M | Add +1.7% |
| META Meta Platforms Inc. Class A | 0.68% | 2,630 | $1.9M | Add +25.4% |
| TMUS T-Mobile US Inc. | 0.66% | 8,129 | $1.9M | Add +3.5% |
| TLH iShares 10-20 Year Treasury | 0.66% | 18,438 | $1.9M | Add +44.7% |
| IAGG iShares Intl Aggregate Bond | 0.64% | 35,397 | $1.8M | New |
| IWM iShares Russell 2000 ETF | 0.64% | 7,974 | $1.8M | Add +339.1% |
| PECO Phillips Edison & Company Inc. | 0.58% | 47,367 | $1.6M | Add +5.6% |
| PWR Quanta Services Inc. | 0.58% | 4,301 | $1.6M | Reduce -0.1% |
| WMT Walmart Inc. | 0.57% | 16,908 | $1.6M | Add +1.5% |
| COF Capital One Financial Corp. | 0.56% | 7,113 | $1.6M | Add +2.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 12,619 | $1.6M | Add +2.6% |
| XLG Invesco S&P 500 Top 50 ETF | 0.55% | 29,180 | $1.5M | Add +58.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.54% | 28,731 | $1.5M | Reduce -27.5% |
| WMB Williams Cos Inc. | 0.53% | 25,668 | $1.5M | Reduce -0.4% |
| MCD McDonald's Corp. | 0.53% | 4,968 | $1.5M | Add +3.5% |
| KO The Coca-Cola Co. | 0.50% | 20,321 | $1.4M | Add +1.0% |
| T AT&T Inc. | 0.49% | 50,192 | $1.4M | Add +2.3% |
| AVGO Broadcom Inc. | 0.49% | 4,992 | $1.4M | Add +13.9% |
| ETR Entergy Corp. | 0.48% | 16,576 | $1.4M | Add +0.8% |
| IWS iShares Russell Mid-Cap Valu | 0.48% | 9,975 | $1.4M | Reduce -5.6% |
| TSLA Tesla Inc. | 0.48% | 4,369 | $1.4M | Reduce -0.4% |
| HCA HCA Healthcare Inc. | 0.48% | 3,554 | $1.3M | Reduce -1.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.47% | 7,881 | $1.3M | Reduce -6.6% |
| AEP American Electric Power | 0.43% | 11,461 | $1.2M | Add +3.2% |
| IP International Paper Co. | 0.43% | 23,175 | $1.2M | Add +2.4% |
| FITB Fifth Third Bancorp | 0.43% | 27,318 | $1.2M | Reduce -0.3% |
| DUK Duke Energy Corp. | 0.43% | 10,128 | $1.2M | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 4,141 | $1.2M | Add +1.4% |
| ESGU iShares ESG Aware MSCI USA | 0.42% | 8,549 | $1.2M | Reduce -10.3% |
| PM Philip Morris International | 0.42% | 6,445 | $1.2M | Add +7.2% |
| CFG Citizens Financial Group | 0.41% | 23,983 | $1.1M | Reduce -0.8% |
| CINF Cincinnati Financial Corp. | 0.40% | 7,633 | $1.1M | Reduce -2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.39% | 2,554 | $1.1M | Add +2.7% |
| CVX Chevron Corp. | 0.39% | 7,125 | $1.1M | Add +13.0% |
| MET Metlife Inc. | 0.39% | 14,000 | $1.1M | Add +1.2% |
| NEE Nextera Energy Inc. | 0.39% | 14,667 | $1.1M | Add +5.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 2,462 | $1.1M | Reduce -14.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.39% | 2,263 | $1.1M | Add +2.9% |
| VZ Verizon Communications Inc. | 0.39% | 25,793 | $1.1M | Add +2.6% |
| MO Altria Group Inc. | 0.38% | 18,454 | $1.1M | Add +6.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.38% | 3,501 | $1.1M | Reduce -0.2% |
| SPMO Invesco S&P 500 Momentum ETF | 0.38% | 9,598 | $1.1M | Add +3.6% |
| ABBV Abbvie Inc. | 0.38% | 5,412 | $1.1M | Add +0.8% |
| UNH Unitedhealth Group Inc. | 0.37% | 3,474 | $1.0M | Reduce -26.2% |
| IWR iShares Russell Mid-Cap ETF | 0.37% | 11,066 | $1.0M | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.36% | 19,248 | $1.0M | Add +36.5% |
| SUSL iShares ESG MSCI USA Leaders | 0.35% | 9,025 | $990K | Reduce -2.9% |
| PH Parker Hannifin Corp. | 0.35% | 1,379 | $985K | Add +4.1% |
| TFC Truist Financial Corp. | 0.33% | 20,465 | $931K | Add +32.2% |
| LIN Linde PLC | 0.32% | 1,929 | $907K | Add +11.6% |
| C Citigroup Inc. | 0.32% | 10,416 | $907K | Add +4.6% |
| NFLX Netflix Inc. | 0.32% | 722 | $903K | Add +6.0% |
| USB US Bancorp | 0.32% | 18,764 | $893K | Add +5.6% |
| NI Nisource Inc. | 0.32% | 22,487 | $890K | Add +2.9% |
| ADBE Adobe Inc. | 0.31% | 2,314 | $859K | Reduce -17.4% |
| FTSL First Trust Senior Loan ETF | 0.30% | 18,449 | $850K | Reduce -0.9% |
| CRM Salesforce Inc. | 0.30% | 3,199 | $844K | Add +8.8% |
| PEP Pepsico Inc. | 0.30% | 6,101 | $830K | Reduce -8.6% |
| PG The Procter & Gamble Co. | 0.30% | 5,234 | $830K | Add +9.2% |
| AGGY Wisdomtree Yield Enhanced US | 0.29% | 18,948 | $823K | Reduce -8.4% |
| STIP iShares 0-5 Year Tips Bond E | 0.29% | 7,970 | $818K | New |
| RF Regions Financial Corp. | 0.29% | 32,785 | $814K | Add +15.8% |
| SPGI S&P Global Inc. | 0.29% | 1,527 | $809K | Reduce -3.6% |
| EOG EOG Resources Inc. | 0.29% | 6,643 | $809K | Add +3.7% |
Portfolio Sells Q1 2025 → Q2 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -45.4% | 1.47% | −1.14 |
| UNH Unitedhealth Group Inc. | Reduce -26.2% | 0.37% | −0.58 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -78.7% | 0.15% | −0.52 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -3.2% | 4.04% | −0.50 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.36 |
| DIS The Walt Disney Co. | Reduce -76.9% | 0.11% | −0.32 |
| XOM Exxon Mobil Corp. | Reduce -73.1% | 0.09% | −0.27 |
| AMT American Tower Corp. | Sold out | 0.00% | −0.27 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -27.5% | 0.54% | −0.26 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -59.8% | 0.20% | −0.24 |
| AWK American Water Works Co. Inc. | Sold out | 0.00% | −0.24 |
| IVV iShares Core S&P 500 ETF | Reduce -9.8% | 3.22% | −0.23 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.23 |
| ZTS Zoetis Inc. | Sold out | 0.00% | −0.22 |
| NXPI NXP Semiconductors NV | Sold out | 0.00% | −0.22 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.19 |
| SCHZ Schwab US Aggregate Bond ETF | Reduce -6.4% | 1.14% | −0.19 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.17 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -55.7% | 0.14% | −0.17 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -54.4% | 0.14% | −0.16 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.16 |
| MUB iShares National Muni Bond E | Reduce -3.3% | 1.17% | −0.16 |
| PFG Principal Financial Group | Sold out | 0.00% | −0.15 |
| BNY Bank of New York Mellon Corp. | Sold out | 0.00% | −0.14 |
| WSO Watsco Inc. | Sold out | 0.00% | −0.14 |
| ADBE Adobe Inc. | Reduce -17.4% | 0.31% | −0.11 |
| TLT iShares 20+ Year Treasury BD | Sold out | 0.00% | −0.10 |
| EAGG iShares ESG Aware US Aggrega | Sold out | 0.00% | −0.10 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -17.5% | 0.80% | −0.10 |
| LAZ Lazard Inc. | Sold out | 0.00% | −0.09 |
| ILCV iShares Morningstar Value Et | Sold out | 0.00% | −0.09 |
| PEP Pepsico Inc. | Reduce -8.6% | 0.30% | −0.09 |
| PFFD Global X US Preferred ETF | Sold out | 0.00% | −0.09 |
| IQDG Wisdomtree Intl QLTY DVD GRW | Reduce -53.6% | 0.08% | −0.09 |
| WTMF Wisdomtree MGD Futures Strat | Sold out | 0.00% | −0.08 |
| AZO AutoZone Inc. | Sold out | 0.00% | −0.08 |
| IAU iShares Gold Trust | Reduce -24.7% | 0.22% | −0.08 |
| GLDM SPDR Gold Minishares Trust | Reduce -21.1% | 0.26% | −0.07 |
| WEN The Wendy's Co. | Sold out | 0.00% | −0.07 |
| WMB Williams Cos Inc. | Reduce -0.4% | 0.53% | −0.07 |
| VCIT Vanguard Int-Term Corporate | Reduce -17.2% | 0.22% | −0.07 |
| GIS General Mills Inc. | Reduce -6.1% | 0.17% | −0.06 |
| AGGY Wisdomtree Yield Enhanced US | Reduce -8.4% | 0.29% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -29.0% | 0.10% | −0.05 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -6.6% | 0.47% | −0.05 |
| USXF iShares ESG Advance MSCI USA | Reduce -38.7% | 0.10% | −0.05 |
| SCHV Schwab US Large-Cap Value | Reduce -33.7% | 0.09% | −0.05 |
| ROP Roper Technologies Inc. | Reduce -1.4% | 0.25% | −0.04 |
| CINF Cincinnati Financial Corp. | Reduce -2.2% | 0.40% | −0.04 |
| PKST Peakstone Realty Trust | Reduce -37.5% | 0.08% | −0.04 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +6.0% | 2.26% | +0.73 |
| MSFT Microsoft Corp. | Add +2.4% | 3.53% | +0.73 |
| THRO iShares U.S. Thematic Rotati | Add +450.1% | 0.78% | +0.65 |
| IAGG iShares Intl Aggregate Bond | New | 0.64% | +0.64 |
| IEMG iShares Core MSCI Emerging | Add +83.4% | 1.14% | +0.54 |
| IWM iShares Russell 2000 ETF | Add +339.1% | 0.64% | +0.50 |
| XTEN Bondbloxx BBG 10Y US TSY ETF | Add +121.5% | 0.99% | +0.49 |
| EFV iShares MSCI Eafe Value ETF | Add +36.3% | 1.76% | +0.48 |
| IWR iShares Russell Mid-Cap ETF | New | 0.37% | +0.37 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.29% | +0.29 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +30.5% | 1.66% | +0.26 |
| ORCL Oracle Corp. | New | 0.22% | +0.22 |
| BAI Ishrs AI in and Tech Act ETF | New | 0.22% | +0.22 |
| XLG Invesco S&P 500 Top 50 ETF | Add +58.7% | 0.55% | +0.22 |
| META Meta Platforms Inc. Class A | Add +25.4% | 0.68% | +0.21 |
| ISRG Intuitive Surgical Inc. | New | 0.21% | +0.21 |
| AVGO Broadcom Inc. | Add +13.9% | 0.49% | +0.21 |
| SYK Stryker Corp. | New | 0.19% | +0.19 |
| INTC Intel Corp. | New | 0.18% | +0.18 |
| AMD Advanced Micro Devices | New | 0.16% | +0.16 |
| TT Trane Technologies PLC | Add +1.9% | 0.90% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +6.2% | 1.41% | +0.16 |
| TLH iShares 10-20 Year Treasury | Add +44.7% | 0.66% | +0.15 |
| AMZN Amazon.com Inc. | Add +1.0% | 1.74% | +0.14 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +4.4% | 1.77% | +0.14 |
| GILD Gilead Sciences Inc. | New | 0.13% | +0.13 |
| UPS United Parcel Service Class B | New | 0.13% | +0.13 |
| PANW Palo Alto Networks Inc. | New | 0.12% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +3.4% | 1.05% | +0.11 |
| PFE Pfizer Inc. | Add +105.1% | 0.23% | +0.11 |
| PRU Prudential Financial Inc. | New | 0.11% | +0.11 |
| IVE iShares S&P 500 Value ETF | Add +12.2% | 1.32% | +0.10 |
| EIX Edison International | New | 0.09% | +0.09 |
| VLO Valero Energy Corp. | New | 0.09% | +0.09 |
| CB Chubb Ltd. | New | 0.09% | +0.09 |
| BND Vanguard Total Bond Market | New | 0.09% | +0.09 |
| TFC Truist Financial Corp. | Add +32.2% | 0.33% | +0.09 |
| LLY Eli Lilly & Co. | Add +65.2% | 0.26% | +0.08 |
| INTU Intuit Inc. | New | 0.08% | +0.08 |
| COF Capital One Financial Corp. | Add +2.9% | 0.56% | +0.08 |
| IWB iShares Russell 1000 ETF | New | 0.08% | +0.08 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +36.5% | 0.36% | +0.08 |
| NFLX Netflix Inc. | Add +6.0% | 0.32% | +0.08 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +19.8% | 0.76% | +0.08 |
| CSCO Cisco Systems Inc. | New | 0.07% | +0.07 |
| KLAC KLA Corp. | Add +10.6% | 0.26% | +0.07 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 0.07% | +0.07 |
| SUB iShares Short-Term National | Add +54.3% | 0.22% | +0.07 |
| OEF iShares S&P 100 ETF | Add +1.9% | 1.00% | +0.06 |
| QUAL iShares MSCI USA Quality Fac | Add +3.3% | 1.92% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2025 | 206 | $280.8M | IUSB, MSFT, IVV, AAPL, HYG |
| Q1 2025 | 205 | $259.1M | IUSB, IVV, AAPL, MSFT, HYG |
| Q4 2024 | 197 | $257.6M | IUSB, IVV, AAPL, MSFT, SPYM |
| Q3 2024 | 195 | $253.3M | IUSB, IVV, AAPL, MSFT, SPYM |
| Q2 2024 | 206 | $312.8M | SPYM, IUSB, IVV, MSFT, AAPL |
| Q1 2024 | 211 | $298.3M | SPYM, IUSB, IVV, MSFT, HYG |