13FBOX
My Legacy Advisors, LLC · 13F Holdings
Options Calculator Rankings

My Legacy Advisors, LLC

No.5990 Data as of Q3 2025
Latest AUM (Q3 2025)
$280.8M
QoQ Change Q2 2025
$0+0.0%
Holdings
206
New Buys
0
Adds
0
Reduces
0
Exits
0
Unchanged
206
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q3 2025 ValueQ3 2025 SharesPrev Q ValuePrev Q SharesShares ChangeAction
IISHARES TRIUSB
4.04%4.04%$11.4M247,280$11.4M247,28000.00%Unchanged
MICROSOFT CORPMSFT
3.53%3.53%$9.9M19,776$9.9M19,77600.00%Unchanged
IISHARES TRIVV
3.22%3.22%$9.0M14,381$9.0M14,38100.00%Unchanged
APPLE INCAAPL
2.96%2.96%$8.3M39,178$8.3M39,17800.00%Unchanged
IISHARES TRHYG
2.73%2.73%$7.7M95,631$7.7M95,63100.00%Unchanged
IISHARES TRSHYG
2.61%2.61%$7.3M171,103$7.3M171,10300.00%Unchanged
NVIDIA CORPORATIONNVDA
2.26%2.26%$6.4M38,703$6.4M38,70300.00%Unchanged
IISHARES MSCIQUAL
1.92%1.92%$5.4M29,212$5.4M29,21200.00%Unchanged
IISHARES TRIVW
1.79%1.79%$5.0M45,212$5.0M45,21200.00%Unchanged
BBLACKROCK ETF TRUSTDYNF
1.77%1.77%$5.0M90,399$5.0M90,39900.00%Unchanged
IISHARES TREFV
1.76%1.76%$5.0M77,161$5.0M77,16100.00%Unchanged
AMAZON COM INCAMZN
1.74%1.74%$4.9M22,023$4.9M22,02300.00%Unchanged
VVANGUARD MUN BD FDSVTEB
1.66%1.66%$4.7M95,148$4.7M95,14800.00%Unchanged
SSTATE STREETSPYM
1.47%1.47%$4.1M56,158$4.1M56,15800.00%Unchanged
ALPHABET INCGOOGL
1.41%1.41%$3.9M22,216$3.9M22,21600.00%Unchanged
IISHARES S&PIVE
1.32%1.32%$3.7M18,579$3.7M18,57900.00%Unchanged
IISHARES TREMB
1.24%1.24%$3.5M37,650$3.5M37,65000.00%Unchanged
IISHARES TRGVI
1.17%1.17%$3.3M31,426$3.3M31,42600.00%Unchanged
SSCHWAB U.S. AGGREGATE BOND ETFSCHZ
1.14%1.14%$3.2M138,921$3.2M138,92100.00%Unchanged
IISHARES INCIEMG
1.14%1.14%$3.2M53,007$3.2M53,00700.00%Unchanged
SSELECT SECTOR SPDR TRXLRE
1.1%1.1%$3.1M74,486$3.1M74,48600.00%Unchanged
JPMORGAN CHASE & COJPM
1.05%1.05%$2.9M10,234$2.9M10,23400.00%Unchanged
COSTCO WHOLESALE CORPORATIONCOST
1.02%1.02%$2.9M2,951$2.9M2,95100.00%Unchanged
BERKSHIRE HATHAWAY INC DELBRK.B
1.02%1.02%$2.9M5,978$2.9M5,97800.00%Unchanged
ISHARES MBSACGL
1.01%1.01%$2.8M30,313$2.8M30,31300.00%Unchanged
IISHARES S&P 100 ETFIWO
1%1%$2.8M9,096$2.8M9,09600.00%Unchanged
BBONDBLOXX ETF TRUSTXTEN
0.99%0.99%$2.8M60,744$2.8M60,74400.00%Unchanged
IISHARES TREFG
0.96%0.96%$2.7M24,209$2.7M24,20900.00%Unchanged
VISA INCV
0.92%0.92%$2.6M7,269$2.6M7,26900.00%Unchanged
TRANE TECHNOLOGIES PLCTT
0.9%0.9%$2.5M5,796$2.5M5,79600.00%Unchanged
MASTERCARD INCORPORATEDMA
0.88%0.88%$2.5M4,398$2.5M4,39800.00%Unchanged
IISHARES U.S. TECHNOLOGY ETFIYW
0.86%0.86%$2.4M13,749$2.4M13,74900.00%Unchanged
VVANGUARD INDEX FDSVOT
0.8%0.8%$2.2M7,867$2.2M7,86700.00%Unchanged
BBLACKROCK ETF TRUSTTHRO
0.78%0.78%$2.2M61,477$2.2M61,47700.00%Unchanged
CINTAS CORP COMCTAS
0.78%0.78%$2.2M10,164$2.2M10,16400.00%Unchanged
BBLACKROCK ETF TRUST IIBINC
0.76%0.76%$2.1M40,453$2.1M40,45300.00%Unchanged
HOME DEPOT INCHD
0.72%0.72%$2.0M5,448$2.0M5,44800.00%Unchanged
META PLATFORMS INCMETA
0.68%0.68%$1.9M2,630$1.9M2,63000.00%Unchanged
T-MOBILE US INC COMTMUS
0.66%0.66%$1.9M8,129$1.9M8,12900.00%Unchanged
IISHARES TRTLH
0.66%0.66%$1.9M18,438$1.9M18,43800.00%Unchanged
IISHARES TRAGG
0.64%0.64%$1.8M35,397$1.8M35,39700.00%Unchanged
IISHARES RUSSELLIWM
0.64%0.64%$1.8M7,974$1.8M7,97400.00%Unchanged
PHILLIPS EDISON & CO INCPECO
0.58%0.58%$1.6M47,367$1.6M47,36700.00%Unchanged
QUANTA SVCS INCPWR
0.58%0.58%$1.6M4,301$1.6M4,30100.00%Unchanged
WALMART INCWMT
0.57%0.57%$1.6M16,908$1.6M16,90800.00%Unchanged
CAPITAL ONE FINL CORPCOF
0.56%0.56%$1.6M7,113$1.6M7,11300.00%Unchanged
TJX COS INC NEWTJX
0.56%0.56%$1.6M12,619$1.6M12,61900.00%Unchanged
IINVESCO EXCHANGE TRADED FD TXLG
0.55%0.55%$1.5M29,180$1.5M29,18000.00%Unchanged
IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
0.54%0.54%$1.5M28,731$1.5M28,73100.00%Unchanged
WILLIAMS COS INCWMB
0.53%0.53%$1.5M25,668$1.5M25,66800.00%Unchanged

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow