My Legacy Advisors, LLC - Portfolio overview

My Legacy Advisors, LLC has 206 reported holdings in this dataset, with the latest filing dated 2025-07-11.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. IUSB - ISHARES TR, 4.04%
2. MSFT - MICROSOFT CORP, 3.53%
3. IVV - ISHARES TR, 3.22%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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