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, EEM, and represent 29.25% of Atlas Legacy Advisors's stock portfolio.
- Added to shares of these 10 stocks: VGT (+$15M), AAPL, NVDA, GOOG, VUG, IYW, MSFT, AMZN, IVV, HDV.
- Started 31 new stock positions in MDLZ, LYG, SNDK, Space Exploration Techn Corp, DEVICES INC Advanced Micro call, S&p Global, TFPM, IBM, STIP, SAN.
- Reduced shares in these 10 stocks: QQQM, AMD, , , SPGI, , Apple Inc option, Honeywell International, LMT, .
- Sold out of its positions in Apple Inc option, BMY, CMS, Gopro Inc cl a, Honeywell International, LMT, Nvidia Corp option, SPGI, Spdr Gold Trust gold, Tesla Motors Inc cmn. TMO, WIT, ACN.
- Atlas Legacy Advisors was a net buyer of stock by $67M.
- Atlas Legacy Advisors has $681M in assets under management (AUM), dropping by 23.09%.
- Central Index Key (CIK): 0002054111
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Portfolio Holdings for Atlas Legacy Advisors
Atlas Legacy Advisors holds 213 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr U.s. Tech Etf (IYW) | 9.1 | $62M | +3% | 246k | 252.23 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 6.4 | $44M | 64k | 686.73 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 5.9 | $40M | +4% | 53k | 748.79 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 4.0 | $27M | -8% | 89k | 302.97 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 3.9 | $27M | +3% | 388k | 68.41 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 3.8 | $26M | 201k | 127.76 |
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| Apple (AAPL) | 2.6 | $18M | +25% | 61k | 289.36 |
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| Vanguard World Inf Tech Etf (VGT) | 2.6 | $18M | +485% | 147k | 119.59 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 2.4 | $17M | 149k | 110.29 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 1.8 | $12M | +2% | 128k | 96.58 |
|
| Vanguard World Health Car Etf (VHT) | 1.8 | $12M | +2% | 41k | 299.01 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 1.7 | $12M | +3% | 16k | 746.77 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 1.7 | $12M | 73k | 158.03 |
|
|
| Ishares Tr Calif Mun Bd Etf (CMF) | 1.7 | $11M | 198k | 57.64 |
|
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 1.7 | $11M | 53k | 212.77 |
|
|
| NVIDIA Corporation (NVDA) | 1.5 | $11M | +36% | 53k | 200.09 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $11M | +31% | 30k | 353.33 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) | 1.5 | $10M | 59k | 170.14 |
|
|
| Microsoft Corporation (MSFT) | 1.4 | $9.2M | +25% | 25k | 373.02 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 1.3 | $8.8M | 114k | 77.11 |
|
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.3 | $8.7M | +2% | 59k | 148.23 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 1.2 | $8.3M | +5% | 51k | 163.67 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 1.2 | $7.9M | +3% | 170k | 46.87 |
|
| Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH) | 1.1 | $7.5M | +5% | 268k | 27.87 |
|
| Amazon (AMZN) | 1.1 | $7.2M | +32% | 30k | 238.34 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 1.1 | $7.2M | +2% | 142k | 50.57 |
|
| Ishares Msci Emrg Chn (EMXC) | 1.0 | $6.5M | 64k | 102.30 |
|
|
| Vanguard World Esg Us Stk Etf (ESGV) | 0.9 | $6.3M | 48k | 132.24 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.9 | $6.0M | +23% | 58k | 103.82 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $6.0M | +24% | 18k | 327.33 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.8 | $5.7M | 15k | 369.77 |
|
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.8 | $5.4M | +20% | 29k | 190.52 |
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| Ishares Tr Core Msci Total (IXUS) | 0.8 | $5.3M | 56k | 95.44 |
|
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| Tesla Motors (TSLA) | 0.7 | $5.0M | +14% | 12k | 420.60 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.7 | $4.8M | +4% | 37k | 130.40 |
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| Allstate Corporation (ALL) | 0.7 | $4.8M | +30% | 20k | 237.94 |
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| Spdr Series Trust St Lon Treas Etf (SPTL) | 0.7 | $4.7M | 180k | 26.23 |
|
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| Alphabet Cap Stk Cl A (GOOGL) | 0.7 | $4.5M | +30% | 13k | 357.37 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.7 | $4.5M | +30% | 95k | 47.17 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.6 | $4.3M | 50k | 85.49 |
|
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| J P Morgan Exchange Traded F Small & Mid Cap (JMEE) | 0.6 | $4.3M | +3% | 55k | 78.03 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.6 | $4.0M | 13k | 303.12 |
|
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.4 | $3.0M | 31k | 96.43 |
|
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| Capital Group Dividend Value Shs Creat Unit (CGDV) | 0.4 | $3.0M | -4% | 61k | 49.19 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $3.0M | +3% | 50k | 59.69 |
|
| Broadcom (AVGO) | 0.4 | $2.9M | +47% | 7.6k | 377.75 |
|
| Morgan Stanley Com New (MS) | 0.4 | $2.9M | +80% | 14k | 209.04 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.4 | $2.8M | +6% | 40k | 71.25 |
|
| First Tr Exchange-traded SHS (FVD) | 0.4 | $2.7M | 57k | 48.18 |
|
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| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $2.7M | +477% | 31k | 86.14 |
|
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.4 | $2.6M | -7% | 35k | 76.11 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $2.5M | +29% | 5.0k | 500.39 |
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| Meta Platforms Cl A (META) | 0.4 | $2.5M | +42% | 4.4k | 563.29 |
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| Ishares Tr Select Divid Etf (DVY) | 0.3 | $2.3M | +50% | 15k | 156.30 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $2.2M | 3.00 | 748850.00 |
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| Capital Group Intl Focus Eqt Shs Creat Unit (CGXU) | 0.3 | $2.2M | 63k | 34.62 |
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| Advanced Micro Devices (AMD) | 0.3 | $2.1M | -24% | 3.6k | 580.91 |
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| W.W. Grainger (GWW) | 0.3 | $2.0M | +14% | 1.5k | 1360.40 |
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| Vanguard Index Fds Value Etf (VTV) | 0.3 | $2.0M | +3% | 9.1k | 217.92 |
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| Ishares Tr Rus 2000 Val Etf (IWN) | 0.3 | $2.0M | 8.9k | 221.20 |
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| Ishares Tr Broad Usd High (USHY) | 0.3 | $2.0M | 53k | 37.02 |
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| Micron Technology (MU) | 0.3 | $1.9M | +85% | 1.7k | 1154.29 |
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| Eli Lilly & Co. (LLY) | 0.3 | $1.9M | +37% | 1.6k | 1199.43 |
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| Ark Etf Tr Innovation Etf (ARKK) | 0.3 | $1.8M | +46% | 23k | 80.82 |
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| Inmode SHS (INMD) | 0.3 | $1.8M | +29% | 123k | 14.62 |
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| Costco Wholesale Corporation (COST) | 0.3 | $1.8M | +17% | 1.9k | 935.47 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.3 | $1.8M | +302% | 65k | 27.41 |
|
| Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) | 0.2 | $1.6M | +2% | 24k | 68.54 |
|
| Analog Devices (ADI) | 0.2 | $1.6M | +9% | 4.1k | 397.17 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $1.6M | 2.2k | 736.40 |
|
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| Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD) | 0.2 | $1.6M | +2% | 31k | 50.84 |
|
| Palantir Technologies Cl A (PLTR) | 0.2 | $1.5M | +6% | 13k | 116.67 |
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| Home Depot (HD) | 0.2 | $1.5M | +3% | 4.3k | 352.71 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $1.5M | +45% | 2.9k | 513.60 |
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| AmerisourceBergen (COR) | 0.2 | $1.5M | +13% | 5.2k | 282.98 |
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.2 | $1.5M | +2% | 15k | 96.46 |
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| Motorcar Parts of America (MPAA) | 0.2 | $1.4M | 93k | 15.32 |
|
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.2 | $1.4M | +290% | 18k | 80.57 |
|
| Wal-Mart Stores (WMT) | 0.2 | $1.4M | +20% | 13k | 113.26 |
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| Linde SHS (LIN) | 0.2 | $1.4M | +13% | 2.7k | 518.94 |
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| Goldman Sachs (GS) | 0.2 | $1.4M | +13% | 1.3k | 1011.37 |
|
| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $1.3M | +17% | 25k | 53.11 |
|
| Rbc Cad (RY) | 0.2 | $1.3M | 6.5k | 206.97 |
|
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $1.3M | +18% | 5.5k | 236.62 |
|
| Capital Group International SHS (CGIE) | 0.2 | $1.3M | 35k | 36.36 |
|
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| AFLAC Incorporated (AFL) | 0.2 | $1.2M | +15% | 11k | 117.25 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $1.2M | -4% | 15k | 82.84 |
|
| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.2 | $1.2M | +3% | 14k | 89.14 |
|
| Chubb (CB) | 0.2 | $1.2M | +17% | 3.5k | 340.74 |
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| Caterpillar (CAT) | 0.2 | $1.2M | +21% | 1.1k | 1064.90 |
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| Oracle Corporation (ORCL) | 0.2 | $1.1M | +11% | 7.7k | 146.55 |
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| Goldman Sachs Etf Tr Acces Treasury (GBIL) | 0.2 | $1.1M | -11% | 11k | 100.16 |
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| Johnson & Johnson (JNJ) | 0.2 | $1.1M | +40% | 4.4k | 253.97 |
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| UnitedHealth (UNH) | 0.2 | $1.1M | +29% | 2.7k | 415.63 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.1M | +13% | 3.7k | 298.07 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $1.1M | +31% | 8.0k | 136.72 |
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| Invesco Db Commdy Indx Trck Unit (DBC) | 0.2 | $1.1M | 40k | 26.66 |
|
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.2 | $1.1M | +30% | 2.2k | 477.57 |
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| Ishares Msci Emerg Mrkt (EEMV) | 0.2 | $1.0M | 14k | 75.28 |
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| Cisco Systems (CSCO) | 0.2 | $1.0M | +26% | 8.7k | 117.46 |
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| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.1 | $1.0M | 9.4k | 107.13 |
|
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| TJX Companies (TJX) | 0.1 | $993k | +33% | 6.6k | 151.50 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.1 | $974k | +4% | 2.7k | 365.70 |
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| Phillips 66 (PSX) | 0.1 | $944k | +7% | 5.6k | 169.05 |
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| Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ) | 0.1 | $929k | 38k | 24.51 |
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| General Dynamics Corporation (GD) | 0.1 | $926k | +8% | 2.6k | 354.24 |
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| Ishares Tr U.s. Real Es Etf (IYR) | 0.1 | $921k | +3% | 9.0k | 102.25 |
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| Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) | 0.1 | $892k | 32k | 27.80 |
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| Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF) | 0.1 | $889k | -5% | 12k | 75.64 |
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| Intel Corporation (INTC) | 0.1 | $857k | NEW | 6.1k | 139.63 |
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| Applied Materials (AMAT) | 0.1 | $853k | +44% | 1.2k | 723.00 |
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| Chevron Corporation (CVX) | 0.1 | $847k | +14% | 5.1k | 165.74 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $839k | +8% | 4.4k | 189.73 |
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| Stryker Corporation (SYK) | 0.1 | $814k | +20% | 2.6k | 314.84 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.1 | $806k | 11k | 75.63 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.1 | $784k | 1.5k | 522.39 |
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| Blackrock (BLK) | 0.1 | $756k | +11% | 786.00 | 961.56 |
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| McDonald's Corporation (MCD) | 0.1 | $754k | +3% | 2.8k | 270.31 |
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| Triple Flag Precious Metals (TFPM) | 0.1 | $749k | NEW | 25k | 29.97 |
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| Visa Com Cl A (V) | 0.1 | $738k | +61% | 2.2k | 343.09 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $720k | +14% | 944.00 | 763.14 |
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| Bank of America Corporation (BAC) | 0.1 | $683k | +42% | 12k | 56.98 |
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| First Tr Exchange-traded A Com Shs (FYX) | 0.1 | $668k | 4.6k | 144.30 |
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| Emerson Electric (EMR) | 0.1 | $667k | +3% | 4.7k | 143.15 |
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| Abbvie (ABBV) | 0.1 | $656k | +54% | 2.6k | 251.64 |
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| Automatic Data Processing (ADP) | 0.1 | $642k | +19% | 2.9k | 223.95 |
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| Ge Aerospace Com New (GE) | 0.1 | $610k | +41% | 1.6k | 373.73 |
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| World Gold Tr Spdr Gld Minis (GLDM) | 0.1 | $607k | NEW | 7.6k | 79.42 |
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| Spdr Series Trust St Str Sp500div (SPYD) | 0.1 | $607k | 13k | 47.71 |
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| Amgen (AMGN) | 0.1 | $595k | +14% | 1.6k | 362.12 |
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| Merck & Co (MRK) | 0.1 | $588k | +31% | 4.6k | 128.51 |
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| Lowe's Companies (LOW) | 0.1 | $579k | +12% | 2.6k | 220.49 |
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| Micron Technology Call Call Option | 0.1 | $577k | NEW | 500.00 | 1154.29 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.1 | $575k | +53% | 289.00 | 1989.44 |
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| Ge Vernova (GEV) | 0.1 | $563k | +36% | 479.00 | 1174.86 |
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| Xylem (XYL) | 0.1 | $544k | +3% | 4.6k | 118.21 |
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| Ishares Msci Japan Etf (EWJ) | 0.1 | $542k | -16% | 5.8k | 93.27 |
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| Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) | 0.1 | $540k | 24k | 22.29 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $538k | NEW | 1.2k | 433.33 |
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| Brown & Brown (BRO) | 0.1 | $528k | +2% | 8.2k | 64.15 |
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| Qualcomm (QCOM) | 0.1 | $522k | +58% | 2.8k | 184.79 |
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| Netflix (NFLX) | 0.1 | $520k | +6% | 7.3k | 71.40 |
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| Procter & Gamble Company (PG) | 0.1 | $508k | 3.5k | 146.64 |
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| Goldman Sachs Group Call Call Option | 0.1 | $506k | 500.00 | 1011.37 |
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| Palo Alto Networks (PANW) | 0.1 | $499k | NEW | 1.5k | 341.02 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $498k | 9.8k | 50.58 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $491k | 3.1k | 156.97 |
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| S&p Global Com Shs | 0.1 | $488k | NEW | 1.2k | 407.26 |
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| Union Pacific Corporation (UNP) | 0.1 | $476k | +14% | 1.8k | 272.00 |
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| Paychex (PAYX) | 0.1 | $476k | +25% | 4.8k | 98.33 |
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| Sandisk Corp (SNDK) | 0.1 | $471k | NEW | 207.00 | 2273.73 |
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| Sherwin-Williams Company (SHW) | 0.1 | $456k | +14% | 1.3k | 344.32 |
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| Intercontinental Exchange (ICE) | 0.1 | $446k | -5% | 3.6k | 123.11 |
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| Broadridge Financial Solutions (BR) | 0.1 | $442k | -8% | 3.2k | 136.95 |
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| Wells Fargo & Company (WFC) | 0.1 | $441k | +32% | 5.3k | 82.64 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.1 | $433k | NEW | 2.5k | 170.86 |
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| Ishares Emng Mkts Eqt (EMGF) | 0.1 | $433k | 5.9k | 73.26 |
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| Verizon Communications (VZ) | 0.1 | $425k | +31% | 10k | 42.34 |
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| Pepsi (PEP) | 0.1 | $420k | +33% | 3.1k | 135.40 |
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| Illinois Tool Works (ITW) | 0.1 | $414k | -2% | 1.5k | 270.47 |
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| Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV) | 0.1 | $414k | +11% | 6.2k | 66.33 |
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| Invesco Exch Traded Fd Tr Ii S&p Ultra Divide (RDIV) | 0.1 | $411k | 7.1k | 58.00 |
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| BP Sponsored Adr (BP) | 0.1 | $404k | +3% | 11k | 36.95 |
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| Coca-Cola Company (KO) | 0.1 | $403k | +42% | 5.0k | 81.27 |
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| Ishares Tr National Mun Etf (MUB) | 0.1 | $401k | -14% | 3.7k | 107.62 |
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| Spdr Series Trust St Str Dow Reit (RWR) | 0.1 | $392k | 3.5k | 112.97 |
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| Cintas Corporation (CTAS) | 0.1 | $372k | +11% | 2.2k | 170.08 |
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| Ishares Msci Sth Kor Etf (EWY) | 0.1 | $368k | NEW | 1.8k | 201.90 |
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| Spdr Series Trust St Nuve Term Etf (SHM) | 0.1 | $365k | 7.6k | 47.96 |
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| Western Digital (WDC) | 0.1 | $365k | NEW | 571.00 | 638.72 |
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| Philip Morris International (PM) | 0.1 | $363k | +32% | 2.0k | 180.91 |
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| Pimco Etf Tr Inter Mun Bd Act (MUNI) | 0.1 | $362k | -4% | 6.9k | 52.60 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.1 | $358k | 8.7k | 41.25 |
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| Citigroup Com New (C) | 0.1 | $354k | -8% | 2.5k | 139.96 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 0.1 | $350k | NEW | 3.4k | 102.17 |
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| Ishares Tr Msci Usa Value (VLUE) | 0.1 | $342k | +21% | 1.7k | 199.81 |
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| Space Exploration Techn Corp Call Call Option | 0.1 | $342k | NEW | 2.0k | 170.86 |
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| Boeing Company (BA) | 0.0 | $340k | +50% | 1.6k | 216.47 |
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| Dell Technologies CL C (DELL) | 0.0 | $334k | NEW | 773.00 | 431.46 |
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| Colgate-Palmolive Company (CL) | 0.0 | $331k | NEW | 3.6k | 91.68 |
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| Invesco Exchange Traded Fd T Dors Wr Heal Etf (PTH) | 0.0 | $327k | -6% | 6.0k | 54.76 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 0.0 | $324k | -2% | 3.4k | 96.44 |
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| International Business Machines (IBM) | 0.0 | $318k | NEW | 1.1k | 281.21 |
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| Nextera Energy (NEE) | 0.0 | $317k | +52% | 3.6k | 87.77 |
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| Totalenergies Se Act (TTE) | 0.0 | $314k | +29% | 4.0k | 77.76 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.0 | $309k | 4.1k | 74.90 |
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| Eaton Corp SHS (ETN) | 0.0 | $308k | NEW | 722.00 | 426.12 |
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| Kla Corp Com New (KLAC) | 0.0 | $298k | NEW | 988.00 | 301.71 |
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| Marvell Technology Call Call Option | 0.0 | $298k | NEW | 1.0k | 297.89 |
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| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.0 | $296k | -4% | 5.4k | 55.18 |
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| Starbucks Corporation (SBUX) | 0.0 | $294k | NEW | 2.9k | 102.19 |
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| Advanced Micro Devices Call Call Option | 0.0 | $291k | NEW | 500.00 | 580.91 |
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| Novartis Sponsored Adr (NVS) | 0.0 | $280k | NEW | 1.8k | 156.72 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $280k | +300% | 2.3k | 124.17 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $278k | +6% | 8.4k | 33.29 |
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| Abbott Laboratories (ABT) | 0.0 | $278k | +16% | 3.1k | 90.74 |
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| Delta Air Lines Com New (DAL) | 0.0 | $277k | NEW | 3.0k | 93.66 |
|
| Walt Disney Company (DIS) | 0.0 | $276k | NEW | 2.9k | 96.25 |
|
| Church & Dwight (CHD) | 0.0 | $272k | +28% | 2.8k | 96.88 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $267k | +4% | 2.8k | 95.98 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.0 | $260k | 2.4k | 106.47 |
|
|
| Ecolab (ECL) | 0.0 | $246k | +13% | 884.00 | 278.61 |
|
| Pimco Etf Tr Shtrm Mun Bd Act (SMMU) | 0.0 | $220k | -11% | 4.4k | 50.50 |
|
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $212k | NEW | 693.00 | 306.30 |
|
| Ishares Tr Core 80 20 Etf (AOA) | 0.0 | $209k | -17% | 2.1k | 97.60 |
|
| Expedia Group Com New (EXPE) | 0.0 | $209k | NEW | 816.00 | 255.88 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $209k | NEW | 3.6k | 57.84 |
|
| Honeywell International (HON) | 0.0 | $206k | NEW | 922.00 | 223.90 |
|
| Banco Santander Sa Adr (SAN) | 0.0 | $186k | NEW | 14k | 13.80 |
|
| Talkspace (TALK) | 0.0 | $106k | 20k | 5.20 |
|
|
| Lixte Biotechnology Holdings | 0.0 | $102k | 14k | 7.42 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $82k | NEW | 14k | 5.83 |
|
| Gossamer Bio (GOSS) | 0.0 | $2.0k | NEW | 12k | 0.16 |
|
Past Filings by Atlas Legacy Advisors
SEC 13F filings are viewable for Atlas Legacy Advisors going back to 2024
- Atlas Legacy Advisors 2026 Q2 filed July 31, 2026
- 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