13F Filings History of My Legacy Advisors, LLC

Latest 13F report
Q2 2025 - 11 Jul 2025
Value $
$280,788,508
Signature - Title
Michael DeRosa - Chief Compliance Officer
Location
Bend, OR
Summary
This page shows a list of all the recent 13F filings made by My Legacy Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. My Legacy Advisors, LLC reported 206 stock holdings with total value $280,788,508 as of Q2 2025. Top holdings included IUSB, MSFT, IVV, AAPL, and HYG.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2025 206 $280,788,508 +$29,197,592 -$24,331,585 +$4,866,007 IUSB, MSFT, IVV, AAPL, HYG 13F-HR 11 Jul 2025, 11:17
Q1 2025 205 $259,116,788 +$16,200,798 -$9,706,608 +$6,494,190 IUSB, IVV, AAPL, MSFT, HYG 13F-HR 15 Apr 2025, 13:18
Q4 2024 197 $257,629,351 +$14,610,280 -$6,511,616 +$8,098,664 IUSB, IVV, AAPL, MSFT, SPLG 13F-HR 16 Jan 2025, 10:11
Q3 2024 195 $253,261,084 +$6,179,936 -$81,955,142 -$75,775,206 IUSB, IVV, AAPL, MSFT, SPLG 13F-HR 21 Oct 2024, 12:54
Q2 2024 206 $312,814,408 +$28,598,241 -$15,122,855 +$13,475,386 SPLG, IUSB, IVV, MSFT, AAPL 13F-HR 24 Jul 2024, 13:35
Q1 2024 211 $298,266,483 +$33,103,786 -$27,181,897 +$5,921,889 SPLG, IUSB, IVV, MSFT, HYG 13F-HR 25 Jul 2024, 13:19
Q4 2023 204 $276,847,626 +$19,914,712 -$12,493,799 +$7,420,913 SPLG, IVV, AAPL, MSFT, IUSB 13F-HR 12 Jan 2024, 10:47
Q3 2023 199 $245,891,682 +$29,463,004 -$23,800,894 +$5,662,110 SPLG, AAPL, MSFT, IUSB, HYG 13F-HR 20 Oct 2023, 10:21
Q2 2023 210 $254,412,183 +$28,891,968 -$16,785,569 +$12,106,399 SPLG, AAPL, MSFT, HYG, IVV 13F-HR 14 Jul 2023, 14:31
Q1 2023 203 $233,246,085 +$19,027,686 -$15,833,711 +$3,193,975 SPLG, HYG, AAPL, MSFT, IVV 13F-HR 11 Apr 2023, 11:03
Q4 2022 205 $225,884,681 +$50,748,464 -$40,177,779 +$10,570,685 SPLG, HYG, ESGU, AAPL, SHYG 13F-HR 07 Feb 2023, 10:19
Q3 2022 197 $198,207,000 +$32,291,409 -$18,759,436 +$13,531,973 USHY, AAPL, ESGU, SPLG, MSFT 13F-HR 17 Oct 2022, 13:00
Q2 2022 196 $200,009,000 +$39,474,746 -$29,135,355 +$10,339,391 USHY, BND, AAPL, MSFT, SCHX 13F-HR 12 Jul 2022, 14:07
Q1 2022 179 $215,428,000 $0 $0 $0 USHY, BND, SCHX, VEA, AAPL 13F-HR 07 Apr 2022, 12:46