13F Filings History of My Legacy Advisors, LLC

Latest 13F report
Q2 2025 - Jul 11, 2025
Value $
$281M
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 $281M 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 Date Filed
Q2 2025 206 $281M +$29.2M -$24.3M +$4.87M IUSB, MSFT, IVV, AAPL, HYG 13F-HR 7/11/2025, 11:17 AM
Q1 2025 205 $259M +$16.2M -$9.71M +$6.49M IUSB, IVV, AAPL, MSFT, HYG 13F-HR 4/15/2025, 01:18 PM
Q4 2024 197 $258M +$14.6M -$6.51M +$8.1M IUSB, IVV, AAPL, MSFT, SPLG 13F-HR 1/16/2025, 10:11 AM
Q3 2024 195 $253M +$6.18M -$82M -$75.8M IUSB, IVV, AAPL, MSFT, SPLG 13F-HR 10/21/2024, 12:54 PM
Q2 2024 206 $313M +$28.6M -$15.1M +$13.5M SPLG, IUSB, IVV, MSFT, AAPL 13F-HR 7/24/2024, 01:35 PM
Q1 2024 211 $298M +$33.1M -$27.2M +$5.92M SPLG, IUSB, IVV, MSFT, HYG 13F-HR 7/25/2024, 01:19 PM
Q4 2023 204 $277M +$19.9M -$12.5M +$7.42M SPLG, IVV, AAPL, MSFT, IUSB 13F-HR 1/12/2024, 10:47 AM
Q3 2023 199 $246M +$29.5M -$23.8M +$5.66M SPLG, AAPL, MSFT, IUSB, HYG 13F-HR 10/20/2023, 10:21 AM
Q2 2023 210 $254M +$28.9M -$16.8M +$12.1M SPLG, AAPL, MSFT, HYG, IVV 13F-HR 7/14/2023, 02:31 PM
Q1 2023 203 $233M +$19M -$15.8M +$3.19M SPLG, HYG, AAPL, MSFT, IVV 13F-HR 4/11/2023, 11:03 AM
Q4 2022 205 $226M +$50.7M -$40.2M +$10.6M SPLG, HYG, ESGU, AAPL, SHYG 13F-HR 2/7/2023, 10:19 AM
Q3 2022 197 $198M +$32.3M -$18.8M +$13.5M USHY, AAPL, ESGU, SPLG, MSFT 13F-HR 10/17/2022, 01:00 PM
Q2 2022 196 $200M +$39.5M -$29.1M +$10.3M USHY, BND, AAPL, MSFT, SCHX 13F-HR 7/12/2022, 02:07 PM
Q1 2022 179 $215M $0 $0 USHY, BND, SCHX, VEA, AAPL 13F-HR 4/7/2022, 12:46 PM