DOSSIER · 13F-HR · Q2 2025

My Legacy Advisors, LLC

$281M in tracked AUM across 206 positions as of Q2 2025.

ML
CIK 0001767802 · last filed Jun 30, 2025
Total AUM
$281M
as of Q2 2025
Holdings
206
positions
Whale Score
32
32
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2025

My Legacy Advisors, LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
Loading holdings…

Filing history

2025Q2Jun 30
$281M 8.4%
206 positionsLocked
2025Q1Mar 31
$259M 0.6%
205 positionsLocked
2024Q4Dec 31
$258M 1.7%
197 positionsLocked
2024Q3Sep 30
$253M 19.0%
195 positionsLocked
2024Q2Jun 30
$313M 4.9%
206 positionsLocked
2024Q1Mar 31
$298M 7.7%
211 positionsLocked
2023Q4Dec 31
$277M 12.6%
204 positionsLocked
2023Q3Sep 30
$246M 3.3%
199 positionsLocked
2023Q2Jun 30
$254M 9.1%
210 positionsLocked
2023Q1Mar 31
$233M 0.5%
203 positionsLocked
2022Q4Dec 31
$234M 18.3%
205 positionsLocked
2022Q3Sep 30
$198M 0.9%
197 positionsLocked
Showing 12 of 14