Atlas Legacy Advisors

Latest statistics and disclosures from Atlas Legacy Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Atlas Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Atlas Legacy Advisors

Atlas Legacy Advisors holds 192 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr U.s. Tech Etf (IYW) 8.3 $48M +11% 238k 199.68
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 7.3 $42M +9% 66k 627.10
 View chart
Ishares Tr Core S&p500 Etf (IVV) 6.4 $37M +15% 54k 684.90
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.1 $23M +11% 92k 252.92
 View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 3.7 $21M +13% 183k 114.50
 View chart
Apple (AAPL) 2.9 $17M +7% 61k 271.86
 View chart
Ishares Tr Rus Mid Cap Etf (IWR) 2.4 $14M +11% 144k 96.27
 View chart
Vanguard World Inf Tech Etf (VGT) 2.2 $13M +3% 17k 753.71
 View chart
Ishares Tr Calif Mun Bd Etf (CMF) 2.1 $12M +6% 213k 57.46
 View chart
Microsoft Corporation (MSFT) 2.1 $12M +3% 25k 483.62
 View chart
Vanguard World Health Car Etf (VHT) 2.0 $12M +13% 40k 287.85
 View chart
Ishares Tr Core Msci Eafe (IEFA) 2.0 $11M +12% 125k 89.46
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.8 $11M +6% 33k 313.80
 View chart
Vanguard Whitehall Fds High Div Yld (VYM) 1.8 $10M +3% 71k 143.52
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.7 $9.9M 52k 191.56
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 1.7 $9.6M +6% 175k 54.71
 View chart
NVIDIA Corporation (NVDA) 1.6 $9.4M +3% 50k 186.50
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 1.4 $7.9M +3% 57k 138.46
 View chart
Amazon (AMZN) 1.3 $7.6M +17% 33k 230.82
 View chart
Ishares Tr Core S&p Mcp Etf (IJH) 1.3 $7.5M +15% 113k 66.00
 View chart
Invesco Actively Managed Exc Total Return (GTO) 1.2 $7.1M +4% 150k 47.42
 View chart
Ishares Tr Esg Awr Msci Usa (ESGU) 1.2 $7.0M +5% 47k 148.98
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $6.5M +7% 9.5k 681.92
 View chart
Ishares Tr Core S&p Scp Etf (IJR) 1.1 $6.5M +3% 54k 120.17
 View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 1.1 $6.1M +4% 122k 50.59
 View chart
First Tr Exchange-traded SHS (FVD) 1.0 $5.8M 126k 46.08
 View chart
JPMorgan Chase & Co. (JPM) 1.0 $5.8M -5% 18k 322.22
 View chart
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) 1.0 $5.8M +11% 224k 25.80
 View chart
Vanguard World Esg Us Stk Etf (ESGV) 1.0 $5.7M +4% 47k 120.96
 View chart
Tesla Motors (TSLA) 0.9 $5.4M +26% 12k 449.72
 View chart
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $4.7M +10% 14k 335.17
 View chart
Ishares Tr Core Msci Total (IXUS) 0.8 $4.6M +2% 54k 84.64
 View chart
Ishares Msci Emrg Chn (EMXC) 0.8 $4.6M +3% 63k 72.68
 View chart
Allstate Corporation (ALL) 0.8 $4.3M 21k 208.15
 View chart
Spdr Series Trust State Street Spd (SPTL) 0.7 $4.2M +4% 160k 26.47
 View chart
Ishares Tr Msci Eafe Etf (EFA) 0.7 $4.0M +13% 42k 96.00
 View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.7 $3.9M +6% 35k 111.80
 View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $3.7M +2% 49k 75.44
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.5M +2% 11k 313.00
 View chart
Vanguard Index Fds Small Cp Etf (VB) 0.6 $3.5M +10% 13k 257.95
 View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 0.6 $3.3M +8% 52k 64.38
 View chart
Select Sector Spdr Tr State Street Tec (XLK) 0.6 $3.2M +96% 22k 143.97
 View chart
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.5 $3.1M +8% 70k 44.45
 View chart
Meta Platforms Cl A (META) 0.5 $3.0M +4% 4.5k 660.09
 View chart
Morgan Stanley Com New (MS) 0.5 $2.9M -4% 16k 177.53
 View chart
Vanguard Index Fds Real Estate Etf (VNQ) 0.5 $2.8M +18% 31k 88.49
 View chart
Guess? 0.5 $2.6M 156k 16.75
 View chart
Broadcom (AVGO) 0.4 $2.5M +4% 7.4k 346.10
 View chart
Goldman Sachs Etf Tr Acces Treasury (GBIL) 0.4 $2.5M +9% 25k 99.94
 View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $2.5M +23% 47k 53.76
 View chart
Vanguard Index Fds Growth Etf (VUG) 0.4 $2.5M +4% 5.1k 487.86
 View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.4 $2.3M +19% 37k 62.47
 View chart
Palantir Technologies Cl A (PLTR) 0.4 $2.3M 13k 177.75
 View chart
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $2.3M 3.00 754800.00
 View chart
Capital Group Dividend Value Shs Creation Uni (CGDV) 0.4 $2.1M +14% 48k 43.61
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $2.1M +11% 4.2k 502.65
 View chart
Ishares Tr Core High Dv Etf (HDV) 0.3 $2.0M +23% 16k 121.61
 View chart
Vanguard Index Fds Value Etf (VTV) 0.3 $1.9M +6% 9.8k 190.99
 View chart
Ishares Tr Msci Acwi Ex Us (ACWX) 0.3 $1.8M +13% 27k 67.13
 View chart
AmerisourceBergen (COR) 0.3 $1.8M +13% 5.3k 337.75
 View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.3 $1.8M +3% 61k 29.55
 View chart
Ishares Tr Broad Usd High (USHY) 0.3 $1.8M +4% 47k 37.40
 View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 0.3 $1.7M +3% 28k 61.13
 View chart
Eli Lilly & Co. (LLY) 0.3 $1.7M +5% 1.5k 1074.68
 View chart
Mastercard Incorporated Cl A (MA) 0.3 $1.6M +45% 2.8k 570.88
 View chart
Costco Wholesale Corporation (COST) 0.3 $1.6M +9% 1.8k 862.34
 View chart
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $1.6M +58% 8.6k 181.21
 View chart
W.W. Grainger (GWW) 0.3 $1.5M +9% 1.5k 1009.05
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) 0.2 $1.4M 30k 48.00
 View chart
Wal-Mart Stores (WMT) 0.2 $1.4M +14% 12k 111.41
 View chart
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $1.3M +8% 14k 94.16
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $1.2M +7% 2.0k 614.31
 View chart
Advanced Micro Devices (AMD) 0.2 $1.2M 5.7k 214.16
 View chart
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $1.2M +7% 4.2k 290.22
 View chart
Capital Group International SHS (CGIE) 0.2 $1.2M +6% 34k 34.82
 View chart
AFLAC Incorporated (AFL) 0.2 $1.2M +11% 11k 110.27
 View chart
Motorcar Parts of America (MPAA) 0.2 $1.2M 93k 12.34
 View chart
TJX Companies (TJX) 0.2 $1.1M +14% 7.5k 153.61
 View chart
Home Depot (HD) 0.2 $1.1M -9% 3.3k 344.10
 View chart
Goldman Sachs (GS) 0.2 $1.1M 1.3k 879.00
 View chart
Chubb (CB) 0.2 $1.1M +24% 3.5k 312.12
 View chart
Linde SHS (LIN) 0.2 $1.1M +16% 2.5k 426.39
 View chart
Analog Devices (ADI) 0.2 $1.1M +18% 4.0k 271.20
 View chart
Ishares Tr Select Divid Etf (DVY) 0.2 $1.1M 7.5k 141.14
 View chart
Inmode SHS (INMD) 0.2 $1.1M 72k 14.69
 View chart
Ishares Core Msci Emkt (IEMG) 0.2 $991k 15k 67.22
 View chart
Select Sector Spdr Tr State Street Com (XLC) 0.2 $963k 8.2k 117.72
 View chart
Exxon Mobil Corporation (XOM) 0.2 $960k +7% 8.0k 120.34
 View chart
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $955k 4.3k 219.78
 View chart
Invesco Db Commdy Indx Trck Unit (DBC) 0.2 $945k +99% 42k 22.36
 View chart
Ishares Tr Us Sml Cap Eqt (SMLF) 0.2 $939k +5% 13k 74.88
 View chart
Oracle Corporation (ORCL) 0.2 $912k -5% 4.7k 194.91
 View chart
Ishares Msci Emerg Mrkt (EEMV) 0.2 $911k +6% 14k 64.04
 View chart
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) 0.2 $904k +50% 37k 24.16
 View chart
Ark Etf Tr Innovation Etf (ARKK) 0.2 $899k 12k 76.92
 View chart
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $885k +161% 20k 44.71
 View chart
Stryker Corporation (SYK) 0.2 $884k +14% 2.5k 351.47
 View chart
General Dynamics Corporation (GD) 0.2 $880k +14% 2.6k 336.66
 View chart
McDonald's Corporation (MCD) 0.2 $872k +2% 2.9k 305.63
 View chart
Johnson & Johnson (JNJ) 0.2 $859k 4.2k 206.95
 View chart
Ishares Tr U.s. Real Es Etf (IYR) 0.1 $838k +17% 8.9k 93.89
 View chart
Blackrock (BLK) 0.1 $821k +17% 767.00 1070.34
 View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 0.1 $811k +16% 30k 27.43
 View chart
Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) 0.1 $796k +25% 12k 65.55
 View chart
Raytheon Technologies Corp (RTX) 0.1 $793k +13% 4.3k 183.40
 View chart
Broadridge Financial Solutions (BR) 0.1 $769k +11% 3.4k 223.17
 View chart
Chevron Corporation (CVX) 0.1 $765k -15% 5.0k 152.41
 View chart
S&p Global (SPGI) 0.1 $759k +31% 1.5k 522.59
 View chart
Ishares Tr U S Equity Factr (LRGF) 0.1 $736k 11k 69.43
 View chart
Netflix (NFLX) 0.1 $721k +845% 7.7k 93.76
 View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.1 $714k +11% 2.4k 302.11
 View chart
Phillips 66 (PSX) 0.1 $710k +5% 5.5k 129.04
 View chart
UnitedHealth (UNH) 0.1 $693k 2.1k 330.11
 View chart
Kraneshares Trust Csi Chi Internet Call Option (KWEB) 0.1 $681k NEW 20k 34.05
 View chart
Lowe's Companies (LOW) 0.1 $668k +26% 2.8k 241.16
 View chart
Visa Com Cl A (V) 0.1 $659k -7% 1.9k 350.71
 View chart
Brown & Brown (BRO) 0.1 $650k +16% 8.2k 79.70
 View chart
Automatic Data Processing (ADP) 0.1 $636k +7% 2.5k 257.23
 View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $632k +37% 2.1k 303.89
 View chart
Texas Instruments Incorporated (TXN) 0.1 $622k +27% 3.6k 173.49
 View chart
Cisco Systems (CSCO) 0.1 $622k 8.1k 77.03
 View chart
Qualcomm (QCOM) 0.1 $619k 3.6k 171.05
 View chart
Accenture Plc Ireland Shs Class A (ACN) 0.1 $618k +56% 2.3k 268.30
 View chart
Xylem (XYL) 0.1 $614k +6% 4.5k 136.18
 View chart
Intercontinental Exchange (ICE) 0.1 $604k +3% 3.7k 161.96
 View chart
Caterpillar (CAT) 0.1 $600k +24% 1.0k 572.87
 View chart
Emerson Electric (EMR) 0.1 $587k +12% 4.4k 132.72
 View chart
Rbc Cad (RY) 0.1 $581k 3.4k 170.49
 View chart
Bank of America Corporation (BAC) 0.1 $562k +14% 10k 55.00
 View chart
Abbvie (ABBV) 0.1 $557k +3% 2.4k 228.49
 View chart
Spdr Series Trust State Street Spd (SPYD) 0.1 $550k 13k 43.25
 View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 0.1 $545k -4% 24k 22.64
 View chart
Amgen (AMGN) 0.1 $541k +7% 1.7k 327.31
 View chart
First Tr Exchange-traded A Com Shs (FYX) 0.1 $529k 4.7k 113.14
 View chart
Procter & Gamble Company (PG) 0.1 $527k -3% 3.7k 143.31
 View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.1 $510k +13% 10k 50.29
 View chart
Pepsi (PEP) 0.1 $471k +2% 3.3k 143.52
 View chart
Wells Fargo & Company (WFC) 0.1 $449k +4% 4.8k 93.20
 View chart
Merck & Co (MRK) 0.1 $446k +17% 4.2k 105.26
 View chart
Ishares Tr National Mun Etf (MUB) 0.1 $445k -2% 4.2k 107.11
 View chart
Crowdstrike Hldgs Cl A (CRWD) 0.1 $425k 907.00 468.76
 View chart
Paychex (PAYX) 0.1 $418k +40% 3.7k 112.18
 View chart
Ge Aerospace Com New (GE) 0.1 $412k 1.3k 308.03
 View chart
Cintas Corporation (CTAS) 0.1 $406k +38% 2.2k 188.07
 View chart
Micron Technology (MU) 0.1 $402k +4% 1.4k 285.41
 View chart
Spdr Series Trust State Street Spd (SHM) 0.1 $401k -5% 8.3k 47.99
 View chart
Sherwin-Williams Company (SHW) 0.1 $398k +16% 1.2k 324.03
 View chart
Verizon Communications (VZ) 0.1 $384k +15% 9.4k 40.73
 View chart
Pimco Etf Tr Inter Mun Bd Act (MUNI) 0.1 $380k -3% 7.3k 52.41
 View chart
Illinois Tool Works (ITW) 0.1 $376k +14% 1.5k 246.30
 View chart
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $376k +2% 3.9k 96.28
 View chart
Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) 0.1 $374k 7.2k 52.04
 View chart
Thermo Fisher Scientific (TMO) 0.1 $373k +2% 643.00 579.45
 View chart
BP Sponsored Adr (BP) 0.1 $369k +2% 11k 34.73
 View chart
Union Pacific Corporation (UNP) 0.1 $369k +11% 1.6k 231.32
 View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.1 $357k 743.00 480.57
 View chart
Blackstone Group Inc Com Cl A (BX) 0.1 $350k +4% 2.3k 154.14
 View chart
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) 0.1 $348k 5.6k 62.37
 View chart
Honeywell International (HON) 0.1 $346k 1.8k 195.09
 View chart
Spdr Series Trust State Street Spd (RWR) 0.1 $345k NEW 3.5k 98.23
 View chart
Ishares Emng Mkts Eqt (EMGF) 0.1 $342k 5.9k 57.85
 View chart
Ishares Tr Msci Acwi Etf (ACWI) 0.1 $341k +8% 2.4k 141.49
 View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.1 $336k 8.8k 38.11
 View chart
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $327k -26% 2.2k 146.58
 View chart
International Business Machines (IBM) 0.1 $325k 1.1k 296.21
 View chart
Boeing Company (BA) 0.1 $323k +21% 1.5k 217.12
 View chart
Coca-Cola Company (KO) 0.1 $322k +4% 4.6k 69.91
 View chart
Invesco Exchange Traded Fd T Dorsey Wright He (PTH) 0.1 $320k NEW 6.4k 50.07
 View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.1 $314k NEW 5.6k 55.80
 View chart
Abbott Laboratories (ABT) 0.1 $301k -14% 2.4k 125.29
 View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $301k 4.2k 71.42
 View chart
Philip Morris International (PM) 0.1 $299k 1.9k 160.40
 View chart
Walt Disney Company (DIS) 0.1 $294k -10% 2.6k 113.77
 View chart
Ge Vernova (GEV) 0.0 $285k +13% 436.00 653.57
 View chart
Ishares Tr Shrt Nat Mun Etf (SUB) 0.0 $281k -10% 2.6k 106.70
 View chart
Citigroup Com New (C) 0.0 $274k NEW 2.3k 116.69
 View chart
Ishares Tr Rus 1000 Grw Etf (IWF) 0.0 $267k 563.00 473.30
 View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.0 $262k -8% 5.2k 50.43
 View chart
Expedia Group Com New (EXPE) 0.0 $235k NEW 829.00 283.31
 View chart
Ishares Tr Core 80/20 Aggre (AOA) 0.0 $231k -7% 2.6k 89.56
 View chart
Dht Holdings Call Call Option 0.0 $183k NEW 15k 12.21
 View chart
Compass Cl A Call Option (COMP) 0.0 $159k NEW 15k 10.57
 View chart
Cleanspark Com New Call Option (CLSK) 0.0 $103k NEW 10k 10.12
 View chart
Adt Inc Del Call Call Option 0.0 $81k NEW 10k 8.07
 View chart
Talkspace (TALK) 0.0 $74k 20k 3.63
 View chart
B2gold Corp Call Option (BTG) 0.0 $68k NEW 15k 4.51
 View chart
B2gold Corp Call Call Option 0.0 $68k NEW 15k 4.51
 View chart
Lixte Biotechnology Holdings (LIXT) 0.0 $54k 14k 3.93
 View chart
Wipro Spon Adr 1 Sh (WIT) 0.0 $41k +3% 15k 2.84
 View chart
Denison Mines Corp Call Call Option 0.0 $40k NEW 15k 2.66
 View chart
Richtech Robotics CL B Call Option (RR) 0.0 $32k NEW 10k 3.23
 View chart
Gopro Call Call Option 0.0 $14k 10k 1.41
 View chart

Past Filings by Atlas Legacy Advisors

SEC 13F filings are viewable for Atlas Legacy Advisors going back to 2024