My Legacy Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 15, 2025), My Legacy Advisors, LLC reported 205 stock positions worth $259.1 million. Its top holding was Ishr CR Unvrse Usd BD ETF-Ui (IUSB) at 4.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.5%) and Apple (AAPL, 3.3%). Compared with Q4 2024, it opened 13 new positions, sold out of 5, added to 110 and reduced 78. The biggest buy was a new position in Bondbloxx BBG 10Y US TSY ETF (XTEN) and the biggest sale iShares MSCI Eafe Growth ETF (EFG, shares −38%).
- Most Recent 13F
- Q2 2025
- Location
- BEND, OR
- CIK
- 0001767802
- Portfolio Value
- $259.1M (Q1 2025)
- SEC Filing
- 0001767802-25-000002 ↗ filed Apr 15, 2025
Holdings Value
Holdings 205 stocks · $259.1M
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 4.54% | 255,435 | $11.8M | Add +3.5% |
| IVV iShares Core S&P 500 ETF | 3.46% | 15,934 | $9.0M | Reduce -3.9% |
| AAPL Apple Inc. | 3.28% | 38,248 | $8.5M | Add +3.9% |
| MSFT Microsoft Corp. | 2.80% | 19,322 | $7.3M | Add +0.8% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 2.76% | 90,707 | $7.2M | Add +2.8% |
| SHYG iShares 0-5 YR HY Corp. Bond | 2.70% | 164,598 | $7.0M | Add +4.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 2.61% | 102,802 | $6.8M | Reduce -7.5% |
| QUAL iShares MSCI USA Quality Fac | 1.86% | 28,277 | $4.8M | Add +13.1% |
| IVW iShares S&P 500 Growth ETF | 1.83% | 50,984 | $4.7M | Add +1.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.63% | 86,563 | $4.2M | Add +0.5% |
| AMZN Amazon.com Inc. | 1.60% | 21,802 | $4.1M | Add +1.9% |
| NVDA Nvidia Corp. | 1.53% | 36,513 | $4.0M | Add +2.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.40% | 72,917 | $3.6M | Add +14.3% |
| SCHZ Schwab US Aggregate Bond ETF | 1.33% | 148,491 | $3.4M | Add +1.1% |
| MUB iShares National Muni Bond E | 1.32% | 32,487 | $3.4M | Reduce -16.2% |
| EFV iShares MSCI Eafe Value ETF | 1.29% | 56,632 | $3.3M | Reduce -17.4% |
| GOOGL Alphabet Inc. Class A | 1.25% | 20,912 | $3.2M | Add +2.1% |
| EMB iShares JP Morgan Usd Emergi | 1.24% | 35,370 | $3.2M | Add +9.3% |
| IVE iShares S&P 500 Value ETF | 1.22% | 16,565 | $3.2M | Add +45.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 5,640 | $3.0M | Add +2.4% |
| SRLN SS Blackstone Sr Loan ETF | 1.09% | 68,603 | $2.8M | Add +6.7% |
| COST Costco Wholesale Corp. | 1.06% | 2,902 | $2.7M | Add +11.9% |
| V Visa Inc. Class A | 0.97% | 7,153 | $2.5M | Add +3.4% |
| MBB iShares MBS ETF | 0.97% | 26,708 | $2.5M | Reduce -11.2% |
| UNH Unitedhealth Group Inc. | 0.95% | 4,706 | $2.5M | Reduce -2.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.95% | 24,571 | $2.5M | Reduce -38.4% |
| JPM JPMorgan Chase & Co. | 0.94% | 9,898 | $2.4M | Reduce -0.5% |
| OEF iShares S&P 100 ETF | 0.93% | 8,928 | $2.4M | Add +17.2% |
| MA Mastercard Inc. Class A | 0.91% | 4,283 | $2.3M | Add +0.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.90% | 9,538 | $2.3M | Reduce -5.7% |
| TMUS T-Mobile US Inc. | 0.81% | 7,857 | $2.1M | Reduce -0.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.80% | 39,618 | $2.1M | Reduce -11.2% |
| CTAS Cintas Corp. | 0.80% | 10,064 | $2.1M | Add +1.7% |
| IYW iShares Ustechnology ETF | 0.78% | 14,479 | $2.0M | Reduce -0.9% |
| HD Home Depot Inc. | 0.76% | 5,358 | $2.0M | Add +0.3% |
| TT Trane Technologies PLC | 0.74% | 5,686 | $1.9M | Add +10.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.68% | 33,767 | $1.8M | Add +6.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.67% | 31,324 | $1.7M | Reduce -22.8% |
| PECO Phillips Edison & Company Inc. | 0.63% | 44,853 | $1.6M | Reduce -5.9% |
| IEMG iShares Core MSCI Emerging | 0.60% | 28,903 | $1.6M | Add +91.8% |
| WMB Williams Cos Inc. | 0.59% | 25,767 | $1.5M | Add +4.3% |
| MCD McDonald's Corp. | 0.58% | 4,802 | $1.5M | Add +2.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.58% | 12,304 | $1.5M | Add +0.0% |
| WMT Walmart Inc. | 0.56% | 16,651 | $1.5M | Add +0.9% |
| KO The Coca-Cola Co. | 0.56% | 20,124 | $1.4M | Reduce -0.5% |
| ETR Entergy Corp. | 0.54% | 16,448 | $1.4M | Add +3.4% |
| T AT&T Inc. | 0.54% | 49,064 | $1.4M | Add +7.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.52% | 8,439 | $1.4M | Add +2.6% |
| IWS iShares Russell Mid-Cap Valu | 0.51% | 10,565 | $1.3M | Reduce -2.0% |
| TLH iShares 10-20 Year Treasury | 0.51% | 12,743 | $1.3M | Add +92.2% |
| XTEN Bondbloxx BBG 10Y US TSY ETF | 0.49% | 27,426 | $1.3M | New |
| HCA HCA Healthcare Inc. | 0.48% | 3,602 | $1.2M | Reduce -1.1% |
| COF Capital One Financial Corp. | 0.48% | 6,913 | $1.2M | Add +7.2% |
| TMO Thermo Fisher Scientific Inc. | 0.48% | 2,486 | $1.2M | Add +1.9% |
| DUK Duke Energy Corp. | 0.48% | 10,107 | $1.2M | Add +3.8% |
| AEP American Electric Power | 0.47% | 11,108 | $1.2M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 0.47% | 2,097 | $1.2M | Add +3.3% |
| IP International Paper Co. | 0.47% | 22,627 | $1.2M | Add +5.8% |
| ESGU iShares ESG Aware MSCI USA | 0.45% | 9,531 | $1.2M | Reduce -23.4% |
| CINF Cincinnati Financial Corp. | 0.44% | 7,804 | $1.2M | Add +0.5% |
| VZ Verizon Communications Inc. | 0.44% | 25,139 | $1.1M | Reduce -2.0% |
| TSLA Tesla Inc. | 0.44% | 4,388 | $1.1M | Add +13.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.44% | 1,713 | $1.1M | Reduce -2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.44% | 11,473 | $1.1M | Add +2.1% |
| ABBV Abbvie Inc. | 0.43% | 5,367 | $1.1M | Add +0.3% |
| MET Metlife Inc. | 0.43% | 13,836 | $1.1M | Add +0.6% |
| PWR Quanta Services Inc. | 0.42% | 4,305 | $1.1M | Add +3.6% |
| ADBE Adobe Inc. | 0.41% | 2,802 | $1.1M | Add +4.4% |
| FITB Fifth Third Bancorp | 0.41% | 27,401 | $1.1M | Add +0.7% |
| VRTX Vertex Pharmaceuticals Inc. | 0.41% | 2,200 | $1.1M | Add +2.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.41% | 2,866 | $1.1M | Add +12.8% |
| CVX Chevron Corp. | 0.41% | 6,304 | $1.1M | Reduce -1.8% |
| MO Altria Group Inc. | 0.40% | 17,325 | $1.0M | Add +7.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.39% | 4,082 | $1.0M | Add +0.5% |
| PEP Pepsico Inc. | 0.39% | 6,673 | $1.0M | Reduce -3.7% |
| CFG Citizens Financial Group | 0.38% | 24,188 | $991K | Add +6.0% |
| NEE Nextera Energy Inc. | 0.38% | 13,925 | $987K | Reduce -0.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 3,507 | $964K | Add +0.2% |
| PM Philip Morris International | 0.37% | 6,011 | $954K | Reduce -1.0% |
| AMGN Amgen Inc. | 0.36% | 3,035 | $946K | Reduce -1.0% |
| XOM Exxon Mobil Corp. | 0.36% | 7,820 | $930K | Add +5.7% |
| AGGY Wisdomtree Yield Enhanced US | 0.35% | 20,689 | $899K | Reduce -0.5% |
| SUSL iShares ESG MSCI USA Leaders | 0.34% | 9,296 | $891K | Reduce -6.5% |
| NI Nisource Inc. | 0.34% | 21,845 | $876K | Add +3.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.33% | 9,268 | $858K | Add +4.5% |
| GLDM SPDR Gold Minishares Trust | 0.33% | 13,794 | $854K | Add +95.6% |
| FTSL First Trust Senior Loan ETF | 0.33% | 18,610 | $850K | Reduce -2.0% |
| XLG Invesco S&P 500 Top 50 ETF | 0.33% | 18,385 | $846K | New |
| HIG Hartford Insurance Group Inc. | 0.32% | 6,687 | $827K | Reduce -3.3% |
| EOG EOG Resources Inc. | 0.32% | 6,408 | $822K | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.32% | 4,792 | $817K | Add +1.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.31% | 3,673 | $814K | Add +59.9% |
| PH Parker Hannifin Corp. | 0.31% | 1,325 | $805K | Reduce -1.5% |
| SPGI S&P Global Inc. | 0.31% | 1,584 | $805K | Add +3.6% |
| LIN Linde PLC | 0.31% | 1,728 | $805K | Add +4.3% |
| CRM Salesforce Inc. | 0.30% | 2,940 | $789K | Add +4.9% |
| IAU iShares Gold Trust | 0.30% | 13,358 | $788K | New |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.30% | 12,663 | $780K | Reduce -5.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 4,357 | $753K | Add +4.9% |
| ROP Roper Technologies Inc. | 0.29% | 1,273 | $751K | Add +1.5% |
Portfolio Sells Q4 2024 → Q1 2025
| EFG iShares MSCI Eafe Growth ETF | Reduce -38.4% | 0.95% | −0.56 |
| TLT iShares 20+ Year Treasury BD | Reduce -81.5% | 0.10% | −0.44 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -7.5% | 2.61% | −0.40 |
| IVV iShares Core S&P 500 ETF | Reduce -3.9% | 3.46% | −0.38 |
| MUB iShares National Muni Bond E | Reduce -16.2% | 1.32% | −0.27 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -22.8% | 0.67% | −0.22 |
| ESGU iShares ESG Aware MSCI USA | Reduce -23.4% | 0.45% | −0.18 |
| IFRA iShares US Infrastructure | Sold out | 0.00% | −0.16 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -5.7% | 0.90% | −0.13 |
| IYW iShares Ustechnology ETF | Reduce -0.9% | 0.78% | −0.12 |
| EFV iShares MSCI Eafe Value ETF | Reduce -17.4% | 1.29% | −0.12 |
| WHR Whirlpool Corp. | Sold out | 0.00% | −0.10 |
| MBB iShares MBS ETF | Reduce -11.2% | 0.97% | −0.10 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -11.2% | 0.80% | −0.10 |
| DMXF iShares ESG Advanc MSCI Eafe | Sold out | 0.00% | −0.09 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Sold out | 0.00% | −0.08 |
| ARCC Ares Capital Corp. | Sold out | 0.00% | −0.08 |
| USB US Bancorp | Reduce -1.3% | 0.29% | −0.07 |
| SCHG Schwab US Large-Cap Growth | Reduce -26.9% | 0.12% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -2.2% | 0.95% | −0.06 |
| SUSL iShares ESG MSCI USA Leaders | Reduce -6.5% | 0.34% | −0.06 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -2.8% | 0.44% | −0.06 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -8.1% | 0.17% | −0.05 |
| SUB iShares Short-Term National | Reduce -24.1% | 0.15% | −0.05 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -39.0% | 0.08% | −0.05 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -34.2% | 0.09% | −0.05 |
| NXPI NXP Semiconductors NV | Reduce -5.7% | 0.22% | −0.04 |
| EMR Emerson Electric Co. | Reduce -17.2% | 0.12% | −0.04 |
| IWS iShares Russell Mid-Cap Valu | Reduce -2.0% | 0.51% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 0.94% | −0.04 |
| PH Parker Hannifin Corp. | Reduce -1.5% | 0.31% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -2.2% | 0.27% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -2.5% | 0.20% | −0.03 |
| ACN Accenture PLC Class A | Reduce -10.7% | 0.11% | −0.03 |
| MPC Marathon Petroleum Corp. | Reduce -16.2% | 0.11% | −0.03 |
| HPQ HP Inc. | Reduce -1.6% | 0.12% | −0.03 |
| EOG EOG Resources Inc. | Reduce -0.3% | 0.32% | −0.02 |
| PECO Phillips Edison & Company Inc. | Reduce -5.9% | 0.63% | −0.02 |
| IWM iShares Russell 2000 ETF | Reduce -2.9% | 0.14% | −0.02 |
| CSX CSX Corp. | Reduce -0.5% | 0.19% | −0.02 |
| LYB Lyondellbasell Indu Class A | Reduce -2.1% | 0.19% | −0.02 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -7.5% | 0.29% | −0.02 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -12.6% | 0.12% | −0.02 |
| FTSL First Trust Senior Loan ETF | Reduce -2.0% | 0.33% | −0.01 |
| PKST Peakstone Realty Trust | Reduce -22.1% | 0.12% | −0.01 |
| FTNT Fortinet Inc. | Reduce -8.7% | 0.16% | −0.01 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -15.6% | 0.09% | −0.01 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.6% | 0.25% | −0.01 |
| ZTS Zoetis Inc. | Reduce -0.8% | 0.22% | −0.01 |
| WEN The Wendy's Co. | Reduce -2.7% | 0.07% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| XTEN Bondbloxx BBG 10Y US TSY ETF | New | 0.49% | +0.49 |
| IVE iShares S&P 500 Value ETF | Add +45.4% | 1.22% | +0.37 |
| XLG Invesco S&P 500 Top 50 ETF | New | 0.33% | +0.33 |
| IAU iShares Gold Trust | New | 0.30% | +0.30 |
| IEMG iShares Core MSCI Emerging | Add +91.8% | 0.60% | +0.30 |
| TLH iShares 10-20 Year Treasury | Add +92.2% | 0.51% | +0.26 |
| HEFA Isha Curr Hedged MSCI Eafe | New | 0.23% | +0.23 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +3.5% | 4.54% | +0.22 |
| BSV Vanguard Short-Term Bond ETF | New | 0.21% | +0.21 |
| HIMU iShares High Yild Muni A ETF | New | 0.20% | +0.20 |
| GLDM SPDR Gold Minishares Trust | Add +95.6% | 0.33% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.4% | 1.16% | +0.18 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.3% | 1.40% | +0.16 |
| T AT&T Inc. | Add +7.1% | 0.54% | +0.15 |
| THRO iShares U.S. Thematic Rotati | New | 0.14% | +0.14 |
| COST Costco Wholesale Corp. | Add +11.9% | 1.06% | +0.13 |
| QUAL iShares MSCI USA Quality Fac | Add +13.1% | 1.86% | +0.12 |
| V Visa Inc. Class A | Add +3.4% | 0.97% | +0.12 |
| ITOT iShares Core S&P Total U.S. | New | 0.12% | +0.12 |
| XEL Xcel Energy Inc. | New | 0.11% | +0.11 |
| EMB iShares JP Morgan Usd Emergi | Add +9.3% | 1.24% | +0.11 |
| EAGG iShares ESG Aware US Aggrega | New | 0.10% | +0.10 |
| ICVT iShares Convertible Bond ETF | New | 0.10% | +0.10 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +59.9% | 0.31% | +0.10 |
| ILCV iShares Morningstar Value Et | New | 0.09% | +0.09 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +4.9% | 2.70% | +0.08 |
| MO Altria Group Inc. | Add +7.3% | 0.40% | +0.08 |
| AZO AutoZone Inc. | New | 0.08% | +0.08 |
| ABBV Abbvie Inc. | Add +0.3% | 0.43% | +0.08 |
| DUK Duke Energy Corp. | Add +3.8% | 0.48% | +0.07 |
| OEF iShares S&P 100 ETF | Add +17.2% | 0.93% | +0.07 |
| MCD McDonald's Corp. | Add +2.6% | 0.58% | +0.07 |
| VRTX Vertex Pharmaceuticals Inc. | Add +2.3% | 0.41% | +0.06 |
| ETR Entergy Corp. | Add +3.4% | 0.54% | +0.06 |
| AMT American Tower Corp. | Add +4.9% | 0.27% | +0.05 |
| CTAS Cintas Corp. | Add +1.7% | 0.80% | +0.05 |
| LLY Eli Lilly & Co. | Add +22.4% | 0.18% | +0.05 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +2.8% | 2.76% | +0.05 |
| IBM Intl Business Machines Corp. | Add +0.5% | 0.39% | +0.04 |
| MA Mastercard Inc. Class A | Add +0.8% | 0.91% | +0.04 |
| SRLN SS Blackstone Sr Loan ETF | Add +6.7% | 1.09% | +0.04 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +6.4% | 0.68% | +0.04 |
| XOM Exxon Mobil Corp. | Add +5.7% | 0.36% | +0.04 |
| CME Cme Group Inc. | Add +2.4% | 0.24% | +0.04 |
| WMB Williams Cos Inc. | Add +4.3% | 0.59% | +0.04 |
| ROP Roper Technologies Inc. | Add +1.5% | 0.29% | +0.04 |
| WEC WEC Energy Group Inc. | Add +1.4% | 0.28% | +0.04 |
| MRSH Marsh & McLennan Cos | Add +1.2% | 0.27% | +0.04 |
| LIN Linde PLC | Add +4.3% | 0.31% | +0.04 |
| NI Nisource Inc. | Add +3.1% | 0.34% | +0.03 |
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 |