My Legacy Advisors, LLC

CIK

1767802

Location

BEND, OR

Portfolio Value

Small $275,964,020

Diversification

Diversified

Filing Date

Global Rank

#4,769 / 8,137 ▼ 84 · as of Jun 2025

Top Industry

Software - Infrastructure 8.4%

Period ended 1 year ago

Filed Jul 11, 2025 · 1y

14 quarters · since Mar 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2025, never from the firm's own description.

Style

Concentrated

9.0 effective positions (12 or fewer)

Turnover

Low turnover

16.6% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 11.3 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 60.6%; sector active share 40.0% against the combined 13F book's sector weights.

Over time 14 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

32.1%

+1.2 pts

Top 5

44.0%

+1.3 pts

Top 10

53.0%

+2.0 pts

HHI

1,110

Diversified+75

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2025

Sector	% Portfolio	Value	Positions
Unclassified	50.3%	$138,890,165	84
Technology	12.5%	$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	4.0%	$10,928,397	14
Industrials	3.7%	$10,331,975	10
Healthcare	3.4%	$9,269,525	12
Energy	1.6%	$4,361,403	7
Real Estate	0.9%	$2,452,633	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
THRO		+50,301	61,477	$2,187,351
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	+33,318	60,744	$2,803,943
IEMG	iShares Trust	+24,104	53,007	$0
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	+22,231	95,148	$4,665,106
EFV	iShares MSCI EAFE Value ETF	+20,529	77,161	$4,898,180
PFE	Pfizer Inc	+12,951	25,278	$612,738
XLG	Victory Portfolios II	+10,795	29,180	$1,520,278
GOVT	iShares U.S. Treasury Bond ETF	+8,451	23,367	$536,973
BINC		+6,686	40,453	$2,137,536
F	Ford Motor Co	+6,637	53,452	$579,954
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	+6,505	171,103	$7,381,383
IWM	iShares Russell 2000 ETF	+6,158	7,974	$1,720,709
SRLN	State Street(R) Blackstone Senior Loan ETF	+5,883	74,486	$3,097,872
TLH	iShares 10-20 Year Treasury Bond ETF	+5,695	18,438	$1,873,300
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	+5,149	19,248	$1,025,725
TFC	Truist Financial Corp	+4,980	20,465	$879,790
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	+4,924	95,631	$7,712,640
RF	Regions Financial Corp	+4,474	32,785	$771,103
SCHG	Schwab U.S. Large-Cap Growth ETF	+4,067	16,174	$472,442
DYNF	iShares U.S. Equity Factor Rotation Active ETF	+3,836	90,399	$4,923,129
MBB	iShares MBS ETF	+3,605	30,313	$2,846,087
PECO	Phillips Edison & Company, Inc.	+2,514	47,367	$1,659,266
DEM	WisdomTree Emerging Markets High Dividend Fund	+2,343	7,568	$342,754
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	+2,280	37,650	$3,487,143
CSX	Csx Corp	+2,280	19,302	$629,824
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	−46,644	56,158	$4,082,125
EMXC	iShares MSCI Emerging Markets ex China ETF	−24,659	6,665	$420,828
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	−10,887	28,731	$1,515,847
SCHZ	Schwab U.S. Aggregate Bond ETF	−9,570	138,921	$3,228,524
—		−9,183	15,297	$214,617
DIS	Walt Disney Co	−8,824	2,649	$328,502
IUSB	iShares Core Universal USD Bond ETF	−8,155	247,280	$11,431,754
BUD	Anheuser-Busch InBev SA	−6,889	5,774	$396,789
IQDG	WisdomTree International Quality Dividend Growth Fund	−6,375	5,527	$219,090
IVW	iShares S&P 500 Growth ETF	−5,772	45,212	$4,977,841
XOM	ExxonMobil Holdings Corp	−5,719	2,101	$226,487
SCHV	Schwab U.S. Large-Cap Value ETF	−4,628	9,106	$251,963
IAU	Ishares Gold Trust	−3,299	10,059	$627,279
USXF	iShares ESG Advanced MSCI USA ETF	−3,177	5,028	$271,160
GLDM	World Gold Trust	−2,911	10,883	$713,054
PFF	iShares Preferred and Income Securities ETF	−2,868	7,273	$223,135
VB	Vanguard Index Funds	−2,047	1,626	$385,329
AGGY	WisdomTree Trust	−1,741	18,948	$826,701
SUSC	iShares ESG Aware USD Corporate Bond ETF	−1,698	10,521	$244,402
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	−1,671	7,867	$2,237,296
IVV	iShares Core S&P 500 ETF	−1,553	14,381	$8,929,162
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	−1,551	7,452	$617,919
UNH	Unitedhealth Group Inc	−1,232	3,474	$1,083,783
USMV	iShares MSCI USA Min Vol Factor ETF	−1,182	2,888	$271,096
LCTU		−1,101	6,458	$434,442
No positions match the current search.

New Positions

Positions the filer opened this quarter

21 positions

Ticker	Company	Shares	Value
IAGG	iShares Core International Aggregate Bond ETF	35,397	$1,808,432
IWR	iShares Russell Mid-Cap ETF	11,066	$1,017,740
STIP	iShares 0-5 Year TIPS Bond ETF	7,970	$820,192
BAI	BlackRock ETF Trust	21,439	$618,515
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
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	3,313	$243,936
INTU	Intuit Inc.	304	$239,439
IWB	iShares Russell 1000 ETF	657	$223,097
VLO	Valero Energy Corp	1,634	$219,642
CSCO	Cisco Systems, Inc.	3,025	$209,874
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	3,597	$195,604
No positions match the current search.

Sold Out

Positions the filer fully exited

20 positions

Ticker	Company	Shares	Value
AMGN	Amgen Inc	3,035	$945,554
AMT	American Tower Corp	3,174	$690,662
AWK	American Water Works Company, Inc.	4,209	$620,911
HEFA	iShares Currency Hedged MSCI EAFE ETF	16,379	$594,393
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
TLT	iShares 20+ Year Treasury Bond ETF	2,986	$271,815
EAGG	iShares ESG Aware U.S. Aggregate Bond ETF	5,685	$269,923
LAZ	Lazard, Inc.	5,666	$245,337
ILCV	iShares Morningstar Value ETF	2,915	$237,426
PFFD	Global X U.S. Preferred ETF	11,754	$223,796
WTMF	WisdomTree Managed Futures Strategy Fund	6,147	$209,797
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

206 tracked positions · $275,964,020 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 206 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IUSB	iShares Core Universal USD Bond ETF	Reduced	247,280	-8,155	$11,431,754	−2.9%	14	before history	4.14%
MSFT	Microsoft Corp Technology	Added	19,776	+454	$9,836,780	+35.6%	14	before history	3.56%
IVV	iShares Core S&P 500 ETF	Reduced	14,381	-1,553	$8,929,162	−0.3%	14	before history	3.24%
AAPL	Apple Inc. Technology	Added	39,178	+930	$8,038,150	−5.4%	14	before history	2.91%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	Added	95,631	+4,924	$7,712,640	+7.8%	13	unpriced	2.79%
SHYG	iShares 0-5 Year High Yield Corporate Bond ETF	Added	171,103	+6,505	$7,381,383	+5.5%	11	unpriced	2.67%
NVDA	Nvidia Corp Technology	Added	38,703	+2,190	$6,114,686	+54.5%	11	unpriced	2.22%
QUAL	iShares MSCI USA Quality Factor ETF	Added	29,212	+935	$5,340,537	+10.5%	10	unpriced	1.94%
IVW	iShares S&P 500 Growth ETF	Reduced	45,212	-5,772	$4,977,841	+5.2%	9	unpriced	1.80%
DYNF	iShares U.S. Equity Factor Rotation Active ETF	Added	90,399	+3,836	$4,923,129	+16.6%	6	$42.90	1.78%
EFV	iShares MSCI EAFE Value ETF	Added	77,161	+20,529	$4,898,180	+46.7%	14	before history	1.77%
AMZN	Amazon Com Inc Consumer Cyclical	Added	22,023	+221	$4,831,625	+16.5%	14	before history	1.75%
VTEB	VANGUARD TAX-EXEMPT BOND INDEX FUND	Added	95,148	+22,231	$4,665,106	+28.9%	14	before history	1.69%
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Reduced	56,158	-46,644	$4,082,125	−39.6%	14	before history	1.48%
GOOGL	Alphabet Inc. Communication Services	Added	22,216	+1,304	$3,915,125	+21.1%	14	before history	1.42%
IVE	iShares S&P 500 Value ETF	Added	18,579	+2,014	$3,630,708	+15.0%	6	unpriced	1.32%
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	Added	37,650	+2,280	$3,487,143	+8.8%	14	before history	1.26%
MUB	iShares National Muni Bond ETF	Reduced	31,426	-1,061	$3,283,388	−4.1%	14	before history	1.19%
SCHZ	Schwab U.S. Aggregate Bond ETF	Reduced	138,921	-9,570	$3,228,524	−6.1%	13	unpriced	1.17%
SRLN	State Street(R) Blackstone Senior Loan ETF	Added	74,486	+5,883	$3,097,872	+9.8%	11	$41.33	1.12%
JPM	Jpmorgan Chase & Co Financial Services	Added	10,234	+336	$2,966,938	+22.2%	14	before history	1.08%
COST	Costco Wholesale Corp Consumer Defensive	Added	2,951	+49	$2,921,312	+6.4%	14	before history	1.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	5,978	+338	$2,903,933	−3.3%	14	before history	1.05%
MBB	iShares MBS ETF	Added	30,313	+3,605	$2,846,087	+13.6%	11	unpriced	1.03%
XTEN	BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF	Added	60,744	+33,318	$2,803,943	+119.5%	2	$45.56	1.02%
OEF	iShares S&P 100 ETF	Added	9,096	+168	$2,768,367	+14.5%	13	unpriced	1.00%
EFG	iShares MSCI EAFE Growth ETF	Reduced	24,209	-362	$2,711,408	+10.3%	14	before history	0.98%
V	Visa Inc. Financial Services	Added	7,269	+116	$2,580,858	+3.0%	14	before history	0.94%
TT	Trane Technologies plc Industrials	Added	5,796	+110	$2,535,228	+32.3%	14	before history	0.92%
MA	Mastercard Inc Financial Services	Added	4,398	+115	$2,471,412	+5.3%	14	before history	0.90%
IYW	iShares, Inc.	Reduced	13,749	-730	$2,382,289	+17.2%	11	$93.29	0.86%
CTAS	Cintas Corp Industrials	Added	10,164	+100	$2,265,250	+9.5%	14	before history	0.82%
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	Reduced	7,867	-1,671	$2,237,296	−4.1%	6	unpriced	0.81%
THRO		Added	61,477	+50,301	$2,187,351	+517.6%	2	$33.06	0.79%
BINC		Added	40,453	+6,686	$2,137,536	+20.9%	6	$52.24	0.77%
HD	Home Depot, Inc. Consumer Cyclical	Added	5,448	+90	$1,997,454	+1.7%	14	before history	0.72%
META	Meta Platforms, Inc. Communication Services	Added	2,630	+533	$1,941,176	+60.6%	5	$545.89	0.70%
TMUS	T-Mobile US, Inc. Communication Services	Added	8,129	+272	$1,936,815	−7.6%	14	before history	0.70%
TLH	iShares 10-20 Year Treasury Bond ETF	Added	18,438	+5,695	$1,873,300	+41.7%	13	unpriced	0.68%
IAGG	iShares Core International Aggregate Bond ETF	NEW	35,397	NEW	$1,808,432	NEW	1	unpriced	0.66%
IWM	iShares Russell 2000 ETF	Added	7,974	+6,158	$1,720,709	+375.0%	7	unpriced	0.62%
PECO	Phillips Edison & Company, Inc. Real Estate	Added	47,367	+2,514	$1,659,266	+1.4%	14	before history	0.60%
WMT	Walmart Inc. Consumer Defensive	Added	16,908	+257	$1,653,264	+13.1%	14	before history	0.60%
PWR	Quanta Services, Inc. Industrials	Reduced	4,301	-4	$1,626,122	+48.6%	13	$162.28	0.59%
WMB	Williams Companies, Inc. Energy	Reduced	25,668	-99	$1,612,207	+4.7%	14	before history	0.58%
TJX	Tjx Companies Inc Consumer Cyclical	Added	12,619	+315	$1,558,320	+4.0%	14	before history	0.56%
XLG	Victory Portfolios II	Added	29,180	+10,795	$1,520,278	+79.7%	2	$48.69	0.55%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	Reduced	28,731	-10,887	$1,515,847	−26.9%	12	unpriced	0.55%
COF	Capital One Financial Corp Financial Services	Added	7,113	+200	$1,513,361	+22.1%	6	$146.76	0.55%
T	At&T Inc. Communication Services	Added	50,192	+1,128	$1,452,556	+4.7%	14	before history	0.53%

Showing the top 50 of 206 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.