Atlas Legacy Advisors, LLC
CIK: 0002054111Latest portfolio: $571.1M · Q4 2025
Holdings
192
Total Value
$571.1M
New Positions
189
Closed Positions
0
Top Holdings
View All 192 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IYWISHARES TR | 238,284 | $47.6M | 8.33% | NEW | |
| 2 | VOOVANGUARD INDEX FDS | 66,339 | $41.6M | 7.28% | NEW | |
| 3 | IVVISHARES TR | 53,703 | $36.8M | 6.44% | NEW | |
| 4 | QQQMINVESCO EXCH TRADED FD TR II | 91,693 | $23.2M | 4.06% | NEW | |
| 5 | RWLINVESCO EXCH TRADED FD TR II | 182,893 | $20.9M | 3.67% | NEW | |
| 6 | AAPLAPPLE INC | 61,424 | $16.4M | 2.87% | NEW | |
| 7 | IWRISHARES TR | 143,667 | $13.8M | 2.42% | NEW | |
| 8 | VGTVANGUARD WORLD FD | 16,891 | $12.7M | 2.23% | NEW | |
| 9 | CMFISHARES TR | 213,047 | $12.2M | 2.14% | NEW | |
| 10 | MSFTMICROSOFT CORP | 24,468 | $11.7M | 2.04% | NEW | |
| 11 | VHTVANGUARD WORLD FD | 40,029 | $11.5M | 2.02% | NEW | |
| 12 | AQLTISHARES TR | 124,850 | $11.2M | 1.96% | NEW | |
| 13 | GOOGALPHABET INC | 33,373 | $10.5M | 1.84% | NEW | |
| 14 | VYMVANGUARD WHITEHALL FDS | 70,750 | $10.2M | 1.78% | NEW | |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 51,762 | $9.9M | 1.74% | NEW | |
| 16 | EEMISHARES TR | 175,380 | $9.6M | 1.68% | NEW | |
| 17 | NVDANVIDIA CORPORATION | 50,148 | $9.2M | 1.62% | NEW | |
| 18 | XMMOINVESCO EXCHANGE TRADED FD T | 56,782 | $7.9M | 1.38% | NEW | |
| 19 | AMZNAMAZON COM INC | 32,964 | $7.6M | 1.33% | NEW | |
| 20 | IJHISHARES TR | 113,141 | $7.5M | 1.31% | NEW | |
| 21 | GTOINVESCO ACTIVELY MANAGED EXC | 149,784 | $7.1M | 1.24% | NEW | |
| 22 | ESGUISHARES TR | 47,143 | $7.0M | 1.23% | NEW | |
| 23 | SPYSPDR S&P 500 ETF TR | 9,530 | $6.5M | 1.14% | NEW | |
| 24 | IJRISHARES TR | 53,816 | $6.5M | 1.13% | NEW | |
| 25 | JPSTJ P MORGAN EXCHANGE TRADED F | 121,457 | $6.1M | 1.08% | NEW |
Quarterly Changes
Sector Breakdown
Financial ServicesNaN% ($InfinityT)
Technology0.0% ($1.6412116769230252e+62T)
Unknown0.0% ($1.116942322946262e+34T)
Industrials0.0% ($1.4838837976346145e+32T)
Consumer Cyclical0.0% ($7.609531518041153e+26T)
Healthcare0.0% ($1.6461053886871697e+26T)
Communication Services0.0% ($1053335692.9T)
Energy0.0% ($98177371.3T)
Consumer Defensive0.0% ($16181396.5T)
Basic Materials0.0% ($107.6B)
Utilities0.0% ($288K)
Filing History
Fund Information
Atlas Legacy Advisors, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $571.1M across 192 holdings. The largest position is ISHARES TR (IYW), representing 8.3% of the portfolio. Compared to the previous quarter, the fund opened 192 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.