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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| My Legacy Advisors LLC
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| CRD # | 290675 |
| SEC # | 801-112049 |
| CIK # | 0001767802 |
| AUM | $333.1 M (2025-03-14) |
| Employees | 10 (40% Investors, 0% Brokers) |
| Phone | 541-330-0220 |
| Address | 35 NW Hawthorne Ave Bend, OR 97703 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 9.9 | ||
| Apple Inc | 8.3 | ||
| Nvidia Corp | 6.4 | ||
| Amazon Com Inc | 4.9 | ||
| Alphabet Inc | 3.9 | ||
| J P Morgan Chase & Co | 2.9 | ||
| Costco Wholesale Corp /NEW | 2.9 | ||
| VISA Inc | 2.6 | ||
| Ingersoll-Rand PLC | 2.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 207 | 101.4 |
| (b) Individuals (high net worth individuals) | 107 | 227.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 16 | 3.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 332 | 333.1 |
| By Discretionary | ||
| Discretionary | 332 | 333.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 332 | 333.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.1 | |
| Total | 332 | 333.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767802] |
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|---|---|---|
|
Birch Run Investments LLC
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PA | 0.3 |
|
Compass Financial Services Inc
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IA | 0.3 |
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Crescent Hill Partners LLC
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NY | 0.3 |
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Carnegie Wealth Management LLC
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PA | 0.3 |
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Excel Financial LLC
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MN | 0.3 |
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Destiny Capital Corporation
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CO | 0.3 |
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The Capital Chart ROOM Ltd
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TX | 0.3 |
|
Wealthspring Partners LLC
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|
CA | 0.3 |
|
Elmwood Wealth Management Inc
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|
CA | 0.3 |
|
Causey Wealth LLC
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|
CO | 0.3 |