Atlas Legacy Advisors

Atlas Legacy Advisors as of March 31, 2026

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