Atlas Legacy Advisors, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$549.6M
Q ending 2026-03-31
Prior quarter
$571.1M
Q ending 2025-12-31
Change
-3.8% QoQ · +39.6% YoY
Positions
195
reported holdings
Largest positions
Top 100 of 195 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Ishares Tr | IYW | Shares | $43.3M | 238K |
| Vanguard Index Fds | VOO | Shares | $37.4M | 63K |
| Ishares Tr | IVV | Shares | $33.5M | 51K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $23.1M | 97K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $22.8M | 198K |
| Ishares Tr | EEM | Shares | $21.2M | 373K |
| Ishares Tr | IWR | Shares | $14.3M | 147K |
| Vanguard World Fd | VGT | Shares | $13.1M | 25K |
| Apple Inc | AAPL | Shares | $12.4M | 49K |
| Ishares Tr | IEFA | Shares | $11.3M | 124K |
| Ishares Tr | CMF | Shares | $11.3M | 198K |
| Vanguard World Fd | VHT | Shares | $10.9M | 40K |
| Vanguard Whitehall Fds | VYM | Shares | $10.8M | 73K |
| Invesco Exchange Traded Fd T | RSP | Shares | $10.1M | 53K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $9.8M | 15K |
| Invesco Exchange Traded Fd T | XMMO | Shares | $8.5M | 58K |
| Invesco Actively Managed Exc | GTO | Shares | $7.7M | 164K |
| Ishares Tr | IJH | Shares | $7.6M | 112K |
| Microsoft Corp | MSFT | Shares | $7.4M | 20K |
| Ishares Tr | IJR | Shares | $7.2M | 58K |
| J P Morgan Exchange Traded F | JPST | Shares | $7.0M | 138K |
| Invesco Exch Traded Fd Tr Ii | PXH | Shares | $6.9M | 254K |
| Ishares Tr | ESGU | Shares | $6.8M | 48K |
| Nvidia Corporation | NVDA | Shares | $6.8M | 39K |
| Alphabet Inc | GOOG | Shares | $6.5M | 23K |
| Vanguard World Fd | ESGV | Shares | $5.3M | 48K |
| Ishares Inc | EMXC | Shares | $5.0M | 64K |
| Vanguard Index Fds | VTI | Shares | $5.0M | 15K |
| Amazon Com Inc | AMZN | Shares | $4.8M | 23K |
| Ishares Tr | IXUS | Shares | $4.8M | 55K |
| Spdr Series Trust | SPTL | Shares | $4.7M | 178K |
| Ishares Tr | EFA | Shares | $4.6M | 47K |
| Jpmorgan Chase & Co | JPM | Shares | $4.3M | 15K |
| Vanguard Admiral Fds Inc | IVOO | Shares | $4.1M | 36K |
| Vanguard Star Fds | VXUS | Shares | $3.9M | 50K |
| Tesla Inc | TSLA | Shares | $3.8M | 10K |
| J P Morgan Exchange Traded F | JMEE | Shares | $3.5M | 53K |
| Vanguard Index Fds | VB | Shares | $3.5M | 13K |
| Select Sector Spdr Tr | XLK | Shares | $3.2M | 24K |
| Allstate Corp | ALL | Shares | $3.2M | 15K |
| Capital Group Growth Etf | CGGR | Shares | $2.9M | 73K |
| Alphabet Inc | GOOGL | Shares | $2.8M | 10K |
| Vanguard Index Fds | VNQ | Shares | $2.8M | 31K |
| Capital Group Dividend Value | CGDV | Shares | $2.7M | 63K |
| First Tr Exchange-Traded Fd | FVD | Shares | $2.7M | 57K |
| Vanguard Intl Equity Index F | VWO | Shares | $2.6M | 48K |
| Ishares Tr | ACWX | Shares | $2.6M | 38K |
| Vanguard Tax-Managed Fds | VEA | Shares | $2.4M | 37K |
| Vanguard Index Fds | VUG | Shares | $2.3M | 5K |
| Ishares Tr | HDV | Shares | $2.2M | 16K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $2.2M | 3 |
| Ishares Tr | USHY | Shares | $1.9M | 52K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $1.9M | 63K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.9M | 4K |
| Palantir Technologies Inc | PLTR | Shares | $1.8M | 12K |
| Meta Platforms Inc | META | Shares | $1.8M | 3K |
| Vanguard Index Fds | VTV | Shares | $1.7M | 9K |
| Ishares Tr | IWN | Shares | $1.7M | 9K |
| Broadcom Inc | AVGO | Shares | $1.6M | 5K |
| Costco Wholesale Corporation | COST | Shares | $1.6M | 2K |
| Ishares Tr | DVY | Shares | $1.5M | 10K |
| Invesco Exch Traded Fd Tr Ii | SPHD | Shares | $1.5M | 30K |
| Cencora Inc | COR | Shares | $1.4M | 5K |
| Invesco Exch Trd Slf Idx Fd | OMFL | Shares | $1.4M | 23K |
| Ww Grainger Inc | GWW | Shares | $1.4M | 1K |
| Ishares Tr | USMV | Shares | $1.4M | 15K |
| Home Depot Inc | HD | Shares | $1.4M | 4K |
| Select Sector Spdr Tr | XLE | Shares | $1.3M | 22K |
| Vanguard Index Fds | VO | Shares | $1.3M | 5K |
| Inmode Ltd | Shares | $1.3M | 95K | |
| Walmart Inc | WMT | Shares | $1.3M | 10K |
| Goldman Sachs Etf Tr | GBIL | Shares | $1.3M | 13K |
| Morgan Stanley | MS | Shares | $1.3M | 8K |
| Invesco Qqq Tr | QQQ | Shares | $1.2M | 2K |
| Capital Group International | CGIE | Shares | $1.2M | 36K |
| Linde Plc | Shares | $1.2M | 2K | |
| Invesco Db Commdy Indx Trck | DBC | Shares | $1.2M | 41K |
| Analog Devices Inc | ADI | Shares | $1.2M | 4K |
| Ishares Inc | IEMG | Shares | $1.1M | 16K |
| Ark Etf Tr | ARKK | Shares | $1.1M | 15K |
| Eli Lilly & Co | LLY | Shares | $1.1M | 1K |
| Royal Bk Cda | RY | Shares | $1.0M | 6K |
| Select Sector Spdr Tr | XLC | Shares | $1.0M | 9K |
| Motorcar Pts Amer Inc | MPAA | Shares | $1.0M | 93K |
| Exxon Mobil Corp | XOM | Shares | $1.0M | 6K |
| Oracle Corp | ORCL | Shares | $1.0M | 7K |
| Aflac Inc | AFL | Shares | $1.0M | 9K |
| Vanguard Specialized Funds | VIG | Shares | $1.0M | 5K |
| Goldman Sachs Group Inc | GS | Shares | $1.0M | 1K |
| Ishares Tr | SMLF | Shares | $990K | 13K |
| Advanced Micro Devices Inc | AMD | Shares | $989K | 5K |
| Mastercard Incorporated | MA | Shares | $987K | 2K |
| Chubb Ltd Switz | Shares | $966K | 3K | |
| Phillips 66 | PSX | Shares | $945K | 5K |
| Chevron Corporation | CVX | Shares | $922K | 4K |
| Ishares Inc | EEMV | Shares | $907K | 14K |
| Invesco Exch Traded Fd Tr Ii | PWZ | Shares | $894K | 37K |
| Invesco Exch Traded Fd Tr Ii | EELV | Shares | $893K | 32K |
| Invesco Exch Traded Fd Tr Ii | PXF | Shares | $870K | 12K |
| Mcdonalds Corp | MCD | Shares | $839K | 3K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.