Atlas Legacy Advisors

Atlas Legacy Advisors as of Dec. 31, 2025

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