13F HOLDINGS REPORT

My Legacy Advisors, LLC

Quarter ended Q2 2025 · Filed July 11, 2025 · Accession 0001767802-25-000003

Total Value

$280.8M

Positions

206

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (206)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	ISHARES TR	46434V613	247,280	$11.4M	4.04%
2	MICROSOFT CORP	MSFT	19,776	$9.9M	3.53%
3	ISHARES TR	464287200	14,381	$9.0M	3.22%
4	APPLE INC	AAPL	39,178	$8.3M	2.96%
5	ISHARES TR	464288513	95,631	$7.7M	2.73%
6	ISHARES TR	46434V407	171,103	$7.3M	2.61%
7	NVIDIA CORPORATION	NVDA	38,703	$6.4M	2.26%
8	ISHARES TR	46432F339	29,212	$5.4M	1.92%
9	ISHARES TR	464287309	45,212	$5.0M	1.79%
10	BLACKROCK ETF TRUST	BLK	90,399	$5.0M	1.77%
11	ISHARES TR	464288877	77,161	$5.0M	1.76%
12	AMAZON COM INC	AMZN	22,023	$4.9M	1.74%
13	VANGUARD MUN BD FDS	922907746	95,148	$4.7M	1.66%
14	SPDR SERIES TRUST	78464A854	56,158	$4.1M	1.47%
15	ALPHABET INC	GOOG	22,216	$3.9M	1.41%
16	ISHARES TR	464287408	18,579	$3.7M	1.32%
17	ISHARES TR	464288281	37,650	$3.5M	1.24%
18	ISHARES TR	464288414	31,426	$3.3M	1.17%
19	SCHWAB STRATEGIC TR	808524839	138,921	$3.2M	1.14%
20	ISHARES INC	46434G103	53,007	$3.2M	1.14%
21	SSGA ACTIVE ETF TR	78467V608	74,486	$3.1M	1.10%
22	JPMORGAN CHASE & CO.	VYLD	10,234	$2.9M	1.05%
23	COSTCO WHSL CORP NEW	22160K105	2,951	$2.9M	1.02%
24	BERKSHIRE HATHAWAY INC DEL	BRK-A	5,978	$2.9M	1.02%
25	ISHARES TR	464288588	30,313	$2.8M	1.01%
26	ISHARES TR	464287101	9,096	$2.8M	1.00%
27	BONDBLOXX ETF TRUST	09789C812	60,744	$2.8M	0.99%
28	ISHARES TR	464288885	24,209	$2.7M	0.96%
29	VISA INC	V	7,269	$2.6M	0.92%
30	TRANE TECHNOLOGIES PLC	TT	5,796	$2.5M	0.90%
31	MASTERCARD INCORPORATED	MA	4,398	$2.5M	0.88%
32	ISHARES TR	464287721	13,749	$2.4M	0.86%
33	VANGUARD INDEX FDS	922908538	7,867	$2.2M	0.80%
34	BLACKROCK ETF TRUST	BLK	61,477	$2.2M	0.78%
35	CINTAS CORP	CTAS	10,164	$2.2M	0.78%
36	BLACKROCK ETF TRUST II	BLK	40,453	$2.1M	0.76%
37	HOME DEPOT INC	HD	5,448	$2.0M	0.72%
38	META PLATFORMS INC	META	2,630	$1.9M	0.68%
39	T-MOBILE US INC	TMUSZ	8,129	$1.9M	0.66%
40	ISHARES TR	464288653	18,438	$1.9M	0.66%
41	ISHARES TR	46435G672	35,397	$1.8M	0.64%
42	ISHARES TR	464287655	7,974	$1.8M	0.64%
43	PHILLIPS EDISON & CO INC	PECO	47,367	$1.6M	0.58%
44	QUANTA SVCS INC	74762E102	4,301	$1.6M	0.58%
45	WALMART INC	WMT	16,908	$1.6M	0.57%
46	CAPITAL ONE FINL CORP	14040H105	7,113	$1.6M	0.56%
47	TJX COS INC NEW	872540109	12,619	$1.6M	0.56%
48	INVESCO EXCHANGE TRADED FD T	IVZ	29,180	$1.5M	0.55%
49	ISHARES TR	464288646	28,731	$1.5M	0.54%
50	WILLIAMS COS INC	969457100	25,668	$1.5M	0.53%
51	MCDONALDS CORP	MCD	4,968	$1.5M	0.53%
52	COCA COLA CO	KO	20,321	$1.4M	0.50%
53	AT&T INC	T-PC	50,192	$1.4M	0.49%
54	BROADCOM INC	AVGO	4,992	$1.4M	0.49%
55	ENTERGY CORP NEW	ENO	16,576	$1.4M	0.48%
56	ISHARES TR	464287473	9,975	$1.4M	0.48%
57	TESLA INC	TSLA	4,369	$1.4M	0.48%
58	HCA HEALTHCARE INC	HCA	3,554	$1.3M	0.48%
59	VANGUARD INDEX FDS	922908512	7,881	$1.3M	0.47%
60	AMERICAN ELEC PWR CO INC	025537101	11,461	$1.2M	0.43%
61	INTERNATIONAL PAPER CO	460146103	23,175	$1.2M	0.43%
62	FIFTH THIRD BANCORP	FITBM	27,318	$1.2M	0.43%
63	DUKE ENERGY CORP NEW	DUKB	10,128	$1.2M	0.43%
64	INTERNATIONAL BUSINESS MACHS	INTR	4,141	$1.2M	0.42%
65	ISHARES TR	46435G425	8,549	$1.2M	0.42%
66	PHILIP MORRIS INTL INC	718172109	6,445	$1.2M	0.42%
67	CITIZENS FINL GROUP INC	CIA	23,983	$1.1M	0.41%
68	CINCINNATI FINL CORP	172062101	7,633	$1.1M	0.40%
69	THERMO FISHER SCIENTIFIC INC	TMO	2,554	$1.1M	0.39%
70	CHEVRON CORP NEW	CVX	7,125	$1.1M	0.39%
71	METLIFE INC	MET-PF	14,000	$1.1M	0.39%
72	NEXTERA ENERGY INC	NEE-PW	14,667	$1.1M	0.39%
73	VANGUARD INDEX FDS	922908736	2,462	$1.1M	0.39%
74	VERTEX PHARMACEUTICALS INC	VRTX	2,263	$1.1M	0.39%
75	VERIZON COMMUNICATIONS INC	VZ	25,793	$1.1M	0.39%
76	ALTRIA GROUP INC	MO	18,454	$1.1M	0.38%
77	VANGUARD INDEX FDS	922908769	3,501	$1.1M	0.38%
78	INVESCO EXCH TRADED FD TR II	IVZ	9,598	$1.1M	0.38%
79	ABBVIE INC	ABBV	5,412	$1.1M	0.38%
80	UNITEDHEALTH GROUP INC	UNH	3,474	$1.0M	0.37%
81	ISHARES TR	464287499	11,066	$1.0M	0.37%
82	ISHARES TR	464288638	19,248	$1.0M	0.36%
83	ISHARES TR	46435U218	9,025	$989,736	0.35%
84	PARKER-HANNIFIN CORP	PH	1,379	$985,020	0.35%
85	TRUIST FINL CORP	89832Q109	20,465	$931,158	0.33%
86	LINDE PLC	LIN	1,929	$907,286	0.32%
87	CITIGROUP INC	C-PR	10,416	$907,025	0.32%
88	NETFLIX INC	NFLX	722	$902,926	0.32%
89	US BANCORP DEL	USB-PS	18,764	$892,603	0.32%
90	NISOURCE INC	NI	22,487	$890,485	0.32%
91	ADOBE INC	ADBE	2,314	$859,489	0.31%
92	FIRST TR EXCHANGE-TRADED FD	33738D309	18,449	$849,576	0.30%
93	SALESFORCE INC	CRM	3,199	$844,440	0.30%
94	PEPSICO INC	PEP	6,101	$830,224	0.30%
95	PROCTER AND GAMBLE CO	742718109	5,234	$829,564	0.30%
96	WISDOMTREE TR	WT	18,948	$823,309	0.29%
97	ISHARES TR	46429B747	7,970	$817,563	0.29%
98	REGIONS FINANCIAL CORP NEW	RF-PF	32,785	$814,379	0.29%
99	S&P GLOBAL INC	SPGI	1,527	$809,050	0.29%
100	EOG RES INC	EOG	6,643	$808,652	0.29%
101	ISHARES TR	46435G409	24,065	$800,897	0.29%
102	HARTFORD INSURANCE GROUP INC	HIG-PG	6,547	$798,407	0.28%
103	VANGUARD INDEX FDS	922908744	4,355	$781,287	0.28%
104	FIRSTENERGY CORP	FE	18,861	$764,454	0.27%
105	NORTHROP GRUMMAN CORP	NOC	1,423	$731,237	0.26%
106	PUBLIC SVC ENTERPRISE GRP IN	744573106	8,879	$729,499	0.26%
107	ELI LILLY & CO	LLY	922	$728,979	0.26%
108	KLA CORP	KLAC	783	$727,109	0.26%
109	DOMINION ENERGY INC	D	12,418	$722,231	0.26%
110	WISDOMTREE TR	WT	8,855	$717,433	0.26%
111	WORLD GOLD TR	GLDW	10,883	$716,428	0.26%
112	WEC ENERGY GROUP INC	WEC	6,715	$709,641	0.25%
113	LOCKHEED MARTIN CORP	LMT	1,525	$708,073	0.25%
114	VANGUARD BD INDEX FDS	921937827	8,921	$698,247	0.25%
115	ROPER TECHNOLOGIES INC	ROP	1,255	$689,999	0.25%
116	MARSH & MCLENNAN COS INC	571748102	3,181	$682,993	0.24%
117	PFIZER INC	PFE	25,278	$651,667	0.23%
118	WISDOMTREE TR	WT	7,584	$648,963	0.23%
119	CSX CORP	CSX	19,302	$647,389	0.23%
120	FORD MTR CO	345370860	53,452	$636,619	0.23%
121	ISHARES GOLD TR	IAU	10,059	$630,398	0.22%
122	ORACLE CORP	ORCL-PD	2,674	$628,390	0.22%
123	CME GROUP INC	CME	2,283	$628,259	0.22%
124	BLACKROCK ETF TRUST	BLK	21,439	$621,517	0.22%
125	ISHARES TR	464288158	5,826	$620,167	0.22%
126	BANK AMERICA CORP	060505104	13,186	$619,326	0.22%
127	VANGUARD SCOTTSDALE FDS	92206C870	7,452	$613,374	0.22%
128	UNUM GROUP	UNMA	7,606	$612,055	0.22%
129	INTUITIVE SURGICAL INC	ISRG	1,130	$594,437	0.21%
130	EVERSOURCE ENERGY	ES	8,896	$588,115	0.21%
131	REALTY INCOME CORP	O	10,046	$571,919	0.20%
132	SPDR SERIES TRUST	78464A763	4,034	$563,388	0.20%
133	SEMPRA	SREA	7,380	$552,762	0.20%
134	ASML HOLDING N V	ASMLF	689	$552,640	0.20%
135	STRYKER CORPORATION	SYK	1,363	$538,072	0.19%
136	ISHARES TR	46429B267	23,367	$532,408	0.19%
137	DTE ENERGY CO	DTK	3,908	$522,343	0.19%
138	ISHARES TR	464287861	8,073	$518,529	0.18%
139	INTEL CORP	INTC	21,218	$505,414	0.18%
140	MERCK & CO INC	MRK	5,890	$494,878	0.18%
141	GENERAL MLS INC	370334104	9,491	$487,458	0.17%
142	SCHWAB STRATEGIC TR	808524300	16,174	$476,001	0.17%
143	ABBOTT LABS	ABLZF	3,508	$468,669	0.17%
144	FIDELITY NATIONAL FINANCIAL	FNF	9,070	$464,565	0.17%
145	BLACKROCK ETF TRUST II	BLK	9,473	$456,386	0.16%
146	SEAGATE TECHNOLOGY HLDNGS PL	SE	3,063	$442,604	0.16%
147	ADVANCED MICRO DEVICES INC	AMD	3,070	$442,571	0.16%
148	BLACKROCK ETF TRUST	BLK	6,458	$439,402	0.16%
149	INTERPUBLIC GROUP COS INC	INTR	17,393	$434,825	0.15%
150	XCEL ENERGY INC	XELLL	6,346	$434,384	0.15%
151	ISHARES INC	46434G764	6,665	$423,627	0.15%
152	FORTINET INC	FTNT	4,225	$423,345	0.15%
153	VANGUARD WHITEHALL FDS	921946406	3,019	$409,768	0.15%
154	VANGUARD INDEX FDS	922908751	1,626	$398,045	0.14%
155	VANGUARD WHITEHALL FDS	921946794	4,828	$391,119	0.14%
156	ANHEUSER BUSCH INBEV SA/NV	BUDFF	5,774	$390,496	0.14%
157	SYNOPSYS INC	SNPS	663	$375,384	0.13%
158	KIMBERLY-CLARK CORP	KMB	2,842	$375,002	0.13%
159	GILEAD SCIENCES INC	GILD	3,143	$360,018	0.13%
160	UNITED PARCEL SERVICE INC	UPS	3,460	$356,151	0.13%
161	WISDOMTREE TR	WT	7,568	$347,994	0.12%
162	PALO ALTO NETWORKS INC	PANW	1,804	$346,494	0.12%
163	ISHARES TR	464287457	4,172	$344,060	0.12%
164	SONOCO PRODS CO	835495102	7,174	$337,250	0.12%
165	HP INC	HPQ	13,022	$335,056	0.12%
166	BEST BUY INC	BBY	4,505	$332,110	0.12%
167	DISNEY WALT CO	254687106	2,649	$322,012	0.11%
168	EMERSON ELEC CO	EMR	2,285	$321,431	0.11%
169	DUTCH BROS INC	BROS	5,031	$320,525	0.11%
170	ISHARES TR	464288570	2,698	$318,175	0.11%
171	PRUDENTIAL FINL INC	PUKPF	2,893	$309,985	0.11%
172	ISHARES TR	46435U853	8,314	$309,863	0.11%
173	ISHARES TR	464287150	2,256	$309,072	0.11%
174	BROOKFIELD ASSET MANAGMT LTD	113004105	5,376	$304,120	0.11%
175	SHERWIN WILLIAMS CO	SHW	839	$295,185	0.11%
176	BLOCK H & R INC	BSQKZ	5,166	$293,222	0.10%
177	ISHARES TR	46435G102	3,155	$286,884	0.10%
178	SCHWAB STRATEGIC TR	808524201	11,443	$283,558	0.10%
179	ISHARES TR	46436E767	5,028	$275,082	0.10%
180	WISDOMTREE TR	WT	5,956	$274,470	0.10%
181	SEI EXCHANGE TRADED FUNDS	81589A106	7,343	$273,453	0.10%
182	ISHARES TR	46429B697	2,888	$269,922	0.10%
183	MARATHON PETE CORP	MARA	1,463	$266,646	0.09%
184	SCHLUMBERGER LTD	SLB	7,256	$265,932	0.09%
185	ONEMAIN HLDGS INC	OMF	4,417	$264,181	0.09%
186	VANGUARD TAX-MANAGED FDS	921943858	4,533	$259,968	0.09%
187	ISHARES TR	464288661	2,193	$259,174	0.09%
188	SCHWAB STRATEGIC TR	808524409	9,106	$256,795	0.09%
189	EDISON INTL	281020107	4,994	$256,142	0.09%
190	VALERO ENERGY CORP	VLO	1,634	$252,960	0.09%
191	PACCAR INC	PCAR	2,532	$251,194	0.09%
192	ISHARES TR	46432F396	1,050	$249,491	0.09%
193	CHUBB LIMITED	CB	867	$243,228	0.09%
194	ISHARES TR	46435G193	10,521	$242,719	0.09%
195	VANGUARD BD INDEX FDS	921937835	3,313	$242,208	0.09%
196	EXXON MOBIL CORP	XOM	2,101	$241,444	0.09%
197	ISHARES TR	464288687	7,273	$228,081	0.08%
198	INTUIT	INTU	304	$227,362	0.08%
199	ISHARES TR	464287622	657	$226,095	0.08%
200	ISHARES TR	46432F842	2,656	$222,732	0.08%
201	WISDOMTREE TR	WT	5,527	$219,965	0.08%
202	SPDR SERIES TRUST	78468R721	4,925	$219,702	0.08%
203	ACCENTURE PLC IRELAND	ACN	745	$214,828	0.08%
204	PEAKSTONE REALTY TRUST	PKST	15,297	$214,617	0.08%
205	CISCO SYS INC	CSCO	3,025	$208,006	0.07%
206	SPDR SERIES TRUST	78464A847	3,597	$201,756	0.07%