Atlas Legacy Advisors
Latest statistics and disclosures from Atlas Legacy Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IYW, VOO, IVV, QQQM, RWL, and represent 28.91% of Atlas Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: EEM (+$11M), VGT (+$5.7M), SPY, RWL, QQQM, JPST, PXH, ACWX, GTO, CGDV.
- Started 17 new stock positions in LMT, CMS, VLUE, NEE, Apple Inc option, Spdr Gold Trust gold, AMAT, BMY, IBIT, CHD. EWJ, TTE, Goldman Sachs Group Inc option, ECL, ASML, Tesla Motors Inc cmn, Nvidia Corp option.
- Reduced shares in these 10 stocks: FVD, AAPL, GOOG, Guess?, VOO, AMZN, NVDA, MSFT, IVV, MS.
- Sold out of its positions in Adt Inc call, BX, BTG, B2gold Corp call, CLSK, COMP, Denison Mines Corp Common Stock cmn, DIS, EXPE, Guess?. IBM, KWEB, RR, Dht Holdings Inc. cmn.
- Atlas Legacy Advisors was a net buyer of stock by $448k.
- Atlas Legacy Advisors has $554M in assets under management (AUM), dropping by -3.19%.
- Central Index Key (CIK): 0002054111
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Portfolio Holdings for Atlas Legacy Advisors
Atlas Legacy Advisors holds 195 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr U.s. Tech Etf (IYW) | 7.8 | $43M | 238k | 181.42 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.8 | $37M | -5% | 63k | 597.54 |
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| Ishares Tr Core S&p500 Etf (IVV) | 6.0 | $34M | -4% | 51k | 653.20 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.2 | $23M | +6% | 97k | 237.62 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 4.1 | $23M | +8% | 198k | 114.91 |
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| Ishares Tr Msci Emg Mkt Etf (EEM) | 3.8 | $21M | +112% | 373k | 56.79 |
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| Vanguard World Inf Tech Etf (VGT) | 3.2 | $18M | +48% | 25k | 697.71 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 2.6 | $14M | +2% | 147k | 97.23 |
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| Apple (AAPL) | 2.2 | $12M | -20% | 49k | 253.79 |
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| Ishares Tr Calif Mun Bd Etf (CMF) | 2.0 | $11M | -6% | 198k | 56.86 |
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| Ishares Tr Core Msci Eafe (IEFA) | 2.0 | $11M | 125k | 90.53 |
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| Vanguard World Health Car Etf (VHT) | 2.0 | $11M | 40k | 272.33 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 1.9 | $11M | +2% | 73k | 148.10 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.8 | $10M | 53k | 191.92 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.8 | $9.8M | +58% | 15k | 650.34 |
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| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.5 | $8.5M | +2% | 58k | 145.02 |
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| Invesco Actively Managed Exc Total Return (GTO) | 1.4 | $7.7M | +9% | 164k | 46.83 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.4 | $7.6M | 112k | 67.53 |
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| Microsoft Corporation (MSFT) | 1.3 | $7.3M | -19% | 20k | 370.17 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $7.2M | +6% | 58k | 124.29 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.3 | $7.0M | +13% | 138k | 50.61 |
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| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 1.2 | $6.8M | +13% | 254k | 26.90 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.2 | $6.8M | 48k | 141.42 |
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| NVIDIA Corporation (NVDA) | 1.2 | $6.7M | -23% | 39k | 174.40 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $6.5M | -32% | 23k | 286.86 |
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| Vanguard World Esg Us Stk Etf (ESGV) | 1.0 | $5.3M | 48k | 112.27 |
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| Ishares Msci Emrg Chn (EMXC) | 0.9 | $5.0M | +2% | 64k | 78.66 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $5.0M | +10% | 16k | 320.79 |
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| Ishares Tr Core Msci Total (IXUS) | 0.9 | $4.8M | +2% | 55k | 86.64 |
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| Amazon (AMZN) | 0.9 | $4.8M | -30% | 23k | 208.27 |
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| Spdr Series Trust State Street Spd (SPTL) | 0.8 | $4.7M | +11% | 178k | 26.30 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.8 | $4.6M | +13% | 47k | 97.09 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $4.3M | -18% | 15k | 294.16 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.7 | $4.1M | 36k | 114.32 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.7 | $3.9M | +3% | 50k | 77.11 |
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| Tesla Motors (TSLA) | 0.7 | $3.8M | -13% | 10k | 371.75 |
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.6 | $3.5M | +2% | 53k | 66.77 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $3.5M | 13k | 261.92 |
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| Allstate Corporation (ALL) | 0.6 | $3.2M | -25% | 15k | 207.34 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.6 | $3.2M | +7% | 24k | 132.90 |
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| Capital Group Growth Etf Shs Creation Uni (CGGR) | 0.5 | $2.9M | +3% | 73k | 40.21 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.8M | -14% | 9.7k | 287.56 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.5 | $2.8M | 31k | 88.70 |
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| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.5 | $2.7M | +31% | 63k | 42.53 |
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| First Tr Exchange-traded SHS (FVD) | 0.5 | $2.7M | -54% | 57k | 47.03 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.5 | $2.6M | +2% | 48k | 54.05 |
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| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.5 | $2.6M | +39% | 38k | 68.47 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.4M | 37k | 64.08 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.3M | +4% | 5.3k | 436.79 |
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| Ishares Tr Core High Dv Etf (HDV) | 0.4 | $2.2M | 16k | 135.72 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $2.2M | 3.00 | 718140.00 |
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| Ishares Tr Broad Usd High (USHY) | 0.3 | $1.9M | +10% | 52k | 36.84 |
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| Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) | 0.3 | $1.9M | +4% | 63k | 29.49 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.9M | -6% | 3.9k | 479.20 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.8M | -2% | 12k | 146.28 |
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| Meta Platforms Cl A (META) | 0.3 | $1.8M | -32% | 3.1k | 572.13 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $1.7M | -9% | 8.8k | 196.20 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $1.7M | 8.8k | 189.59 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.6M | -11% | 1.6k | 996.43 |
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| Broadcom (AVGO) | 0.3 | $1.6M | -29% | 5.2k | 309.51 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $1.5M | +33% | 10k | 151.41 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.3 | $1.5M | 30k | 49.61 |
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| AmerisourceBergen (COR) | 0.3 | $1.4M | -13% | 4.6k | 314.14 |
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| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.3 | $1.4M | -15% | 23k | 60.12 |
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| W.W. Grainger (GWW) | 0.3 | $1.4M | -12% | 1.3k | 1090.81 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $1.4M | +4% | 15k | 92.74 |
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| Home Depot (HD) | 0.2 | $1.4M | +25% | 4.1k | 328.92 |
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| Select Sector Spdr Tr State Street Ene (XLE) | 0.2 | $1.3M | +9% | 22k | 61.26 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.3M | +6% | 4.5k | 287.18 |
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| Inmode SHS (INMD) | 0.2 | $1.3M | +32% | 95k | 13.68 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.3M | -16% | 10k | 124.28 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $1.3M | -49% | 13k | 100.19 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.3M | -53% | 7.6k | 164.57 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.2M | +5% | 2.1k | 577.18 |
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| Capital Group International SHS (CGIE) | 0.2 | $1.2M | +3% | 36k | 33.82 |
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| Linde SHS (LIN) | 0.2 | $1.2M | -5% | 2.4k | 495.76 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.2 | $1.2M | -3% | 41k | 28.95 |
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| Analog Devices (ADI) | 0.2 | $1.2M | -6% | 3.7k | 318.14 |
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| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.1M | +7% | 16k | 69.75 |
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| Eli Lilly & Co. (LLY) | 0.2 | $1.1M | -25% | 1.1k | 919.77 |
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| Rbc Cad (RY) | 0.2 | $1.0M | +89% | 6.5k | 161.78 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.2 | $1.0M | +31% | 15k | 67.59 |
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| Select Sector Spdr Tr State Street Com (XLC) | 0.2 | $1.0M | +14% | 9.4k | 110.86 |
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| Motorcar Parts of America (MPAA) | 0.2 | $1.0M | 93k | 11.06 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.0M | -24% | 6.1k | 169.66 |
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| Oracle Corporation (ORCL) | 0.2 | $1.0M | +48% | 6.9k | 147.11 |
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| AFLAC Incorporated (AFL) | 0.2 | $1.0M | -13% | 9.3k | 109.71 |
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| Goldman Sachs (GS) | 0.2 | $1.0M | -8% | 1.2k | 845.99 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.0M | +7% | 4.7k | 215.06 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.2 | $990k | +4% | 13k | 75.49 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $987k | -29% | 2.0k | 499.66 |
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| Advanced Micro Devices (AMD) | 0.2 | $979k | -16% | 4.8k | 203.43 |
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| Chubb (CB) | 0.2 | $966k | -15% | 3.0k | 325.93 |
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| Phillips 66 (PSX) | 0.2 | $946k | -5% | 5.2k | 182.18 |
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| Chevron Corporation (CVX) | 0.2 | $923k | -11% | 4.5k | 206.88 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $907k | 14k | 64.73 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.2 | $894k | 38k | 23.87 |
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| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.2 | $893k | +7% | 32k | 28.08 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.2 | $870k | +2% | 12k | 69.90 |
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| McDonald's Corporation (MCD) | 0.2 | $839k | -5% | 2.7k | 310.79 |
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| General Dynamics Corporation (GD) | 0.1 | $824k | -8% | 2.4k | 343.22 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $820k | -2% | 8.7k | 94.56 |
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| TJX Companies (TJX) | 0.1 | $786k | -34% | 4.9k | 159.70 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $785k | -5% | 4.1k | 192.90 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $770k | +7% | 2.5k | 302.25 |
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| Johnson & Johnson (JNJ) | 0.1 | $758k | -25% | 3.1k | 244.44 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $705k | 11k | 66.00 |
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| Stryker Corporation (SYK) | 0.1 | $703k | -14% | 2.1k | 328.59 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $688k | +100% | 1.5k | 463.19 |
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| Blackrock (BLK) | 0.1 | $679k | -7% | 706.00 | 961.71 |
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| Netflix (NFLX) | 0.1 | $657k | -11% | 6.8k | 96.15 |
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| Caterpillar (CAT) | 0.1 | $637k | -14% | 899.00 | 708.46 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $628k | -9% | 3.2k | 194.14 |
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| Intercontinental Exchange (ICE) | 0.1 | $606k | +3% | 3.9k | 157.28 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $590k | NEW | 7.0k | 84.44 |
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| Emerson Electric (EMR) | 0.1 | $588k | 4.5k | 131.02 |
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| Spdr Series Trust State Street Spd (SPYD) | 0.1 | $579k | 13k | 45.52 |
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| Broadridge Financial Solutions (BR) | 0.1 | $574k | +2% | 3.5k | 162.48 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $572k | -18% | 1.7k | 337.95 |
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| First Tr Exchange-traded A Com Shs (FYX) | 0.1 | $558k | 4.7k | 119.35 |
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| Tesla Call Call Option | 0.1 | $558k | NEW | 1.5k | 371.75 |
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| UnitedHealth (UNH) | 0.1 | $554k | -2% | 2.0k | 270.59 |
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| Lowe's Companies (LOW) | 0.1 | $551k | -15% | 2.3k | 236.28 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $538k | 24k | 22.34 |
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| Cisco Systems (CSCO) | 0.1 | $536k | -14% | 6.9k | 77.59 |
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| Xylem (XYL) | 0.1 | $532k | 4.5k | 119.50 |
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| Brown & Brown (BRO) | 0.1 | $526k | 8.1k | 65.21 |
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| Spdr Gold Tr Call Call Option | 0.1 | $516k | NEW | 1.2k | 430.29 |
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| Amgen (AMGN) | 0.1 | $507k | -12% | 1.4k | 351.85 |
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| BP Sponsored Adr (BP) | 0.1 | $497k | 11k | 47.00 |
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| Procter & Gamble Company (PG) | 0.1 | $492k | -7% | 3.4k | 144.44 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $492k | -2% | 9.9k | 49.89 |
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| Automatic Data Processing (ADP) | 0.1 | $490k | -2% | 2.4k | 203.18 |
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| S&p Global (SPGI) | 0.1 | $480k | -22% | 1.1k | 425.34 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $465k | +5% | 4.4k | 106.15 |
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| Nvidia Corporation Call Call Option | 0.1 | $436k | NEW | 2.5k | 174.40 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $431k | +29% | 3.1k | 138.37 |
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| Goldman Sachs Group Call Call Option | 0.1 | $423k | NEW | 500.00 | 845.99 |
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| Merck & Co (MRK) | 0.1 | $420k | -17% | 3.5k | 120.30 |
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| Illinois Tool Works (ITW) | 0.1 | $411k | +3% | 1.6k | 260.29 |
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| Bank of America Corporation (BAC) | 0.1 | $411k | -17% | 8.4k | 48.75 |
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| Visa Com Cl A (V) | 0.1 | $402k | -29% | 1.3k | 302.24 |
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| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.1 | $398k | 7.2k | 55.66 |
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| Verizon Communications (VZ) | 0.1 | $384k | -18% | 7.6k | 50.20 |
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| Apple Call Call Option | 0.1 | $381k | NEW | 1.5k | 253.79 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $375k | 7.2k | 52.19 |
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| Union Pacific Corporation (UNP) | 0.1 | $372k | -3% | 1.5k | 242.62 |
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| Sherwin-Williams Company (SHW) | 0.1 | $372k | -5% | 1.2k | 320.55 |
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| Spdr Series Trust State Street Spd (SHM) | 0.1 | $369k | -7% | 7.7k | 47.83 |
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| Abbvie (ABBV) | 0.1 | $368k | -30% | 1.7k | 217.49 |
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| Honeywell International (HON) | 0.1 | $363k | -9% | 1.6k | 226.03 |
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| Pepsi (PEP) | 0.1 | $362k | -29% | 2.3k | 155.29 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $357k | 5.9k | 60.43 |
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| Paychex (PAYX) | 0.1 | $356k | +3% | 3.9k | 92.12 |
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| Spdr Series Trust State Street Spd (RWR) | 0.1 | $355k | 3.5k | 100.97 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $352k | 5.6k | 62.97 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $338k | 8.7k | 38.96 |
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| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $336k | +20% | 2.7k | 125.46 |
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| Cintas Corporation (CTAS) | 0.1 | $331k | -9% | 2.0k | 169.14 |
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| Ge Aerospace Com New (GE) | 0.1 | $328k | -13% | 1.2k | 283.77 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.1 | $325k | -11% | 3.5k | 93.93 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $321k | -9% | 823.00 | 390.41 |
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| Wells Fargo & Company (WFC) | 0.1 | $321k | -16% | 4.0k | 79.61 |
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| Invesco Exchange Traded Fd T Dorsey Wright He (PTH) | 0.1 | $316k | 6.4k | 49.72 |
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| Citigroup Com New (C) | 0.1 | $313k | +17% | 2.8k | 113.41 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.1 | $311k | 5.6k | 55.36 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $308k | 4.2k | 73.14 |
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| Micron Technology (MU) | 0.1 | $306k | -35% | 907.00 | 337.84 |
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| Ge Vernova (GEV) | 0.1 | $306k | -19% | 350.00 | 872.90 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $303k | NEW | 7.9k | 38.42 |
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| Totalenergies Se Act (TTE) | 0.1 | $284k | NEW | 3.1k | 90.98 |
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| Applied Materials (AMAT) | 0.1 | $279k | NEW | 815.00 | 341.79 |
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| Abbott Laboratories (ABT) | 0.0 | $269k | +9% | 2.6k | 102.67 |
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| Coca-Cola Company (KO) | 0.0 | $265k | -24% | 3.5k | 76.05 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $265k | -5% | 2.5k | 106.50 |
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| Lockheed Martin Corporation (LMT) | 0.0 | $261k | NEW | 432.00 | 604.39 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $255k | -44% | 1.3k | 198.29 |
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| Philip Morris International (PM) | 0.0 | $252k | -18% | 1.5k | 165.34 |
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| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.0 | $249k | -5% | 4.9k | 50.45 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.0 | $248k | NEW | 188.00 | 1320.83 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $240k | 563.00 | 426.40 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.0 | $229k | 2.6k | 88.49 |
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| Qualcomm (QCOM) | 0.0 | $229k | -50% | 1.8k | 128.78 |
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| Nextera Energy (NEE) | 0.0 | $220k | NEW | 2.4k | 92.88 |
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| CMS Energy Corporation (CMS) | 0.0 | $217k | NEW | 2.8k | 77.58 |
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| Bristol Myers Squibb (BMY) | 0.0 | $217k | NEW | 3.6k | 60.65 |
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| Thermo Fisher Scientific (TMO) | 0.0 | $211k | -33% | 430.00 | 491.53 |
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| Boeing Company (BA) | 0.0 | $207k | -30% | 1.0k | 199.03 |
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| Ecolab (ECL) | 0.0 | $207k | NEW | 777.00 | 266.02 |
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| Church & Dwight (CHD) | 0.0 | $204k | NEW | 2.2k | 93.32 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.0 | $201k | NEW | 1.4k | 142.19 |
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| Talkspace (TALK) | 0.0 | $106k | 20k | 5.17 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.0 | $45k | +47% | 21k | 2.12 |
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| Lixte Biotechnology Holdings (LIXT) | 0.0 | $42k | 14k | 3.07 |
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| Gopro Call Call Option | 0.0 | $7.7k | 10k | 0.77 |
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Past Filings by Atlas Legacy Advisors
SEC 13F filings are viewable for Atlas Legacy Advisors going back to 2024
- Atlas Legacy Advisors 2026 Q1 filed May 11, 2026
- Atlas Legacy Advisors 2025 Q4 filed Jan. 29, 2026
- Atlas Legacy Advisors 2025 Q3 filed Oct. 30, 2025
- Atlas Legacy Advisors 2025 Q2 filed Aug. 6, 2025
- Atlas Legacy Advisors 2025 Q1 filed May 7, 2025
- Atlas Legacy Advisors 2024 Q4 filed Jan. 31, 2025