My Legacy Advisors, LLC

CIK

1767802

Location

BEND, OR

Portfolio Value

Small $277,597,137

Diversification

Diversified

Filing Date

Global Rank

#4,666 / 8,113 ▼ 64 · as of Jun 2025

Top Industry

Software - Infrastructure 8.5%

3Y Alpha vs SPY

+3.1%

Period ended 1 year ago

Filed Jul 11, 2025 · 1y

14 quarters · since Mar 2022

Clone Performance

Sep 2023–Jan 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+61.4%

SPY

+55.5%

Annualised alpha

+1.9%

Max drawdown

−13.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 9 quarters.My Legacy Advisors, LLC has stopped filing, so the simulation ends in Jan 2026 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

144 tracked positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025

Top Position

33.1%

+1.5 pts

Top 5

44.7%

+1.6 pts

Top 10

53.5%

+2.2 pts

HHI

1,170

Diversified+98

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	50.7%	$140,737,899	22
Technology	12.4%	$34,402,684	21
Financial Services	9.8%	$27,180,146	25
Consumer Cyclical	5.1%	$14,134,443	11
Communication Services	4.2%	$11,657,088	7
Consumer Defensive	4.0%	$11,162,434	10
Utilities	3.9%	$10,928,397	14
Industrials	3.7%	$10,331,975	10
Healthcare	3.3%	$9,269,525	12
Energy	1.6%	$4,361,403	7
Real Estate	0.8%	$2,238,016	3
Basic Materials	0.4%	$1,193,127	2

Last Quarter's Activity

Export CSV

Jun 30, 2025 vs Mar 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+79,841	1,154,825	$91,801,784
BAI	iShares A.I. Innovation and Tech Active ETF	+74,475	179,773	$8,163,437
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	+33,318	60,744	$2,803,943
VCRM	Vanguard Core Tax-Exempt Bond ETF	+22,231	95,148	$4,665,106
PFE	Pfizer Inc	+12,951	25,278	$612,738
ABI	VictoryShares Pioneer Asset-Based Income ETF	+10,795	29,180	$1,520,278
F	Ford Motor Co	+6,637	53,452	$579,954
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+5,883	74,486	$3,097,872
BCLO	iShares BBB-B CLO Active ETF	+5,732	49,926	$2,598,207
BIV	Vanguard Intermediate-Term Bond ETF	+5,431	12,234	$946,018
TFC	Truist Financial Corp	+4,980	20,465	$879,790
RF	Regions Financial Corp	+4,474	32,785	$771,103
PECO	Phillips Edison & Company, Inc.	+2,514	47,367	$1,659,266
CSX	Csx Corp	+2,280	19,302	$629,824
XEL	Xcel Energy Inc	+2,233	6,346	$432,162
NVDA	Nvidia Corp	+2,190	38,703	$6,114,686
HPQ	Hp Inc	+1,577	13,022	$318,518
GOOGL	Alphabet Inc.	+1,304	22,216	$3,915,125
BAC	Bank Of America Corp /De/	+1,180	13,186	$623,961
BBY	Best Buy Co Inc	+1,137	4,505	$302,420
MO	Altria Group, Inc.	+1,129	18,454	$1,081,958
T	At&T Inc.	+1,128	50,192	$1,452,556
SLB	Slb Limited/Nv	+1,062	7,256	$245,252
USB	US Bancorp \De\	+995	18,764	$849,071
AAPL	Apple Inc.	+930	39,178	$8,038,150
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	−43,063	63,789	$4,825,263
BKF	iShares MSCI BIC ETF	−25,389	20,414	$2,803,117
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	−13,782	54,438	$3,002,349
FNDA	Schwab Fundamental U.S. Small Company ETF	−10,303	175,644	$4,232,595
—		−9,183	15,297	$0
DIS	Walt Disney Co	−8,824	2,649	$328,502
BUD	Anheuser-Busch InBev SA/NV	−6,889	5,774	$396,789
XOM	ExxonMobil Holdings Corp	−5,719	2,101	$226,487
VB	Vanguard Morningstar Small-Cap ETF	−4,688	27,692	$5,932,384
IAU	Ishares Gold Trust	−3,299	10,059	$627,279
GLDM	World Gold Trust	−2,911	10,883	$713,054
BNDW	Vanguard Total World Bond ETF	−1,551	7,452	$617,919
VIGI	Vanguard International Dividend Appreciation ETF	−1,368	7,847	$789,233
UNH	Unitedhealth Group Inc	−1,232	3,474	$1,083,783
SRE	Sempra	−1,032	7,380	$559,182
ASML	Asml Holding NV	−1,024	689	$552,157
O	Realty Income Corp	−924	10,046	$578,750
VEA	Vanguard FTSE Developed Markets ETF	−623	4,533	$258,426
GIS	General Mills Inc	−621	9,491	$491,728
PEP	Pepsico Inc	−572	6,101	$805,576
EMR	Emerson Electric Co	−565	2,285	$304,659
ADBE	Adobe Inc.	−488	2,314	$895,240
MPC	Marathon Petroleum Corp	−415	1,463	$243,018
DTE	Dte Energy Co	−224	3,908	$517,653
CFG	Citizens Financial Group Inc/Ri	−205	23,983	$1,073,239
No positions match the current search.

New Positions

Positions the filer opened this quarter

14 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	1,130	$614,053
ORCL	Oracle Corp	2,674	$584,616
SYK	Stryker Corp	1,363	$539,243
INTC	Intel Corp	21,218	$475,283
AMD	Advanced Micro Devices Inc	3,070	$435,633
PANW	Palo Alto Networks Inc	1,804	$369,170
UPS	United Parcel Service Inc	3,460	$349,252
GILD	Gilead Sciences, Inc.	3,143	$348,464
PRU	Prudential Financial Inc	2,893	$310,823
EIX	Edison International	4,994	$257,690
CB	Chubb Ltd	867	$251,187
INTU	Intuit Inc.	304	$239,439
VLO	Valero Energy Corp/Tx	1,634	$219,642
CSCO	Cisco Systems, Inc.	3,025	$209,874
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
AMGN	Amgen Inc	3,035	$945,554
AMT	American Tower Corp /Ma/	3,174	$690,662
AWK	American Water Works Company, Inc.	4,209	$620,911
ZTS	Zoetis Inc.	3,516	$578,909
NXPI	NXP Semiconductors N.V.	3,016	$573,220
LYB	LyondellBasell Industries N.V.	7,106	$500,262
NVO	Novo Nordisk A S	6,463	$448,790
GPC	Genuine Parts Co	3,409	$406,148
PFG	Principal Financial Group Inc	4,480	$377,977
BNY	Bank of New York Mellon Corp	4,366	$366,176
WSO	Watsco Inc	693	$352,251
LAZ	Lazard, Inc.	5,666	$245,337
AGNG	Global X Funds Global X Aging Population ETF	11,754	$223,796
AZO	Autozone Inc	55	$209,702
WEN	Wendy's Co	12,060	$176,437
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

144 tracked positions · $277,597,137 total · filing declares 206 positions · $280,788,508 · as of Jun 30, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 144 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	1,154,825	+79,841	$91,801,784	+12.9%	33.07%
MSFT	Microsoft Corp Technology	Added	19,776	+454	$9,836,780	+35.6%	3.54%
BAI	iShares A.I. Innovation and Tech Active ETF	Added	179,773	+74,475	$8,163,437	+62.2%	2.94%
AAPL	Apple Inc. Technology	Added	39,178	+930	$8,038,150	−5.4%	2.90%
NVDA	Nvidia Corp Technology	Added	38,703	+2,190	$6,114,686	+54.5%	2.20%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	27,692	-4,688	$5,932,384	−7.3%	2.14%
AMZN	Amazon Com Inc Consumer Cyclical	Added	22,023	+221	$4,831,625	+16.5%	1.74%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Reduced	63,789	-43,063	$4,825,263	−34.0%	1.74%
VCRM	Vanguard Core Tax-Exempt Bond ETF	Added	95,148	+22,231	$4,665,106	+28.9%	1.68%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	175,644	-10,303	$4,232,595	−3.0%	1.52%
GOOGL	Alphabet Inc. Communication Services	Added	22,216	+1,304	$3,915,125	+21.1%	1.41%
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	Added	74,486	+5,883	$3,097,872	+9.8%	1.12%
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	Reduced	54,438	-13,782	$3,002,349	−12.7%	1.08%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,234	+336	$2,966,938	+22.2%	1.07%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	2,951	+49	$2,921,312	+6.4%	1.05%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,978	+338	$2,903,933	−3.3%	1.05%
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	Added	60,744	+33,318	$2,803,943	+119.5%	1.01%
BKF	iShares MSCI BIC ETF	Reduced	20,414	-25,389	$2,803,117	−25.4%	1.01%
BCLO	iShares BBB-B CLO Active ETF	Added	49,926	+5,732	$2,598,207	+13.7%	0.94%
V	Visa Inc. Financial Services	Added	7,269	+116	$2,580,858	+3.0%	0.93%
TT	Trane Technologies plc Industrials	Added	5,796	+110	$2,535,228	+32.3%	0.91%
MA	Mastercard Inc Financial Services	Added	4,398	+115	$2,471,412	+5.3%	0.89%
CTAS	Cintas Corp Industrials	Added	10,164	+100	$2,265,250	+9.5%	0.82%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,448	+90	$1,997,454	+1.7%	0.72%
META	Meta Platforms, Inc. Communication Services	Added	2,630	+533	$1,941,176	+60.6%	0.70%
TMUS	T-Mobile US, Inc. Communication Services	Added	8,129	+272	$1,936,815	−7.6%	0.70%
PECO	Phillips Edison & Company, Inc. Real Estate	Added	47,367	+2,514	$1,659,266	+1.4%	0.60%
WMT	Walmart Inc. Consumer Defensive	Added	16,908	+257	$1,653,264	+13.1%	0.60%
PWR	Quanta Services, Inc. Industrials	Reduced	4,301	-4	$1,626,122	+48.6%	0.59%
WMB	Williams Companies, Inc. Energy	Reduced	25,668	-99	$1,612,207	+4.7%	0.58%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	12,619	+315	$1,558,320	+4.0%	0.56%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	29,180	+10,795	$1,520,278	+79.7%	0.55%
COF	Capital One Financial Corp Financial Services	Added	7,113	+200	$1,513,361	+22.1%	0.55%
T	At&T Inc. Communication Services	Added	50,192	+1,128	$1,452,556	+4.7%	0.52%
MCD	Mcdonalds Corp Consumer Cyclical	Added	4,968	+166	$1,451,500	−3.2%	0.52%
KO	Coca Cola Co Consumer Defensive	Added	20,321	+197	$1,437,710	−0.2%	0.52%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	4,369	-19	$1,387,856	+22.0%	0.50%
ETR	Entergy Corp /De/ Utilities	Added	16,576	+128	$1,377,797	−2.0%	0.50%
AVGO	Broadcom Inc. Technology	Added	4,992	+608	$1,376,044	+87.5%	0.50%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	3,554	-48	$1,361,537	+9.4%	0.49%
IBM	International Business Machines Corp Technology	Added	4,141	+59	$1,220,683	+20.3%	0.44%
DUK	Duke Energy CORP Utilities	Added	10,128	+21	$1,195,104	−3.1%	0.43%
AEP	American Electric Power Co Inc Utilities	Added	11,461	+353	$1,189,193	−2.0%	0.43%
PM	Philip Morris International Inc. Consumer Defensive	Added	6,445	+434	$1,173,827	+23.0%	0.42%
CINF	Cincinnati Financial Corp Financial Services	Reduced	7,633	-171	$1,136,706	−1.4%	0.41%
MET	Metlife Inc Financial Services	Added	14,000	+164	$1,125,880	+1.3%	0.41%
FITB	Fifth Third Bancorp Financial Services	Reduced	27,318	-83	$1,123,589	+4.6%	0.40%
VZ	Verizon Communications Inc Communication Services	Added	25,793	+654	$1,116,063	−2.1%	0.40%
IP	International Paper Co /New/ Consumer Cyclical	Added	23,175	+548	$1,085,285	−10.1%	0.39%
UNH	Unitedhealth Group Inc Healthcare	Reduced	3,474	-1,232	$1,083,783	−56.0%	0.39%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.