Atlas Legacy Advisors

Atlas Legacy Advisors as of June 30, 2026

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