Atlas Legacy Advisors, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$453.9B

Holdings

174

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (174 positions)

#StockSharesValue% PortfolioType
1
IYWISHARES TR
222,300$38.5B8.49%
2
VOOVANGUARD INDEX FDS
59,117$33.6B7.40%
3
IVVISHARES TR
48,204$29.9B6.59%
4
QQQMINVESCO EXCH TRADED FD TR II
81,745$18.6B4.09%
5
RWLINVESCO EXCH TRADED FD TR II
155,401$16.2B3.57%
6
IWRISHARES TR
136,082$12.5B2.76%
7
CMFISHARES TR
203,783$11.4B2.50%
8
VGTVANGUARD WORLD FD
16,153$10.7B2.36%
9
RSPINVESCO EXCHANGE TRADED FD T
54,382$9.9B2.18%
10
VYMVANGUARD WHITEHALL FDS
73,197$9.8B2.15%
11
AQLTISHARES TR
114,091$9.5B2.10%
12
VHTVANGUARD WORLD FD
36,828$9.1B2.02%
13
MSFTMICROSOFT CORP
17,568$8.7B1.93%
14
AAPLAPPLE INC
41,306$8.5B1.87%
15
EEMISHARES TR
172,015$8.3B1.83%
16
XMMOINVESCO EXCHANGE TRADED FD T
59,193$7.6B1.68%
17
ESGUISHARES TR
48,636$6.6B1.45%
18
FVDFIRST TR EXCHANGE-TRADED FD
137,837$6.2B1.36%
19
IJHISHARES TR
97,625$6.1B1.33%
20
GTOINVESCO ACTIVELY MANAGED EXC
128,740$6.0B1.33%
21
IJRISHARES TR
55,165$6.0B1.33%
22
JPSTJ P MORGAN EXCHANGE TRADED F
106,158$5.4B1.19%
23
SPYSPDR S&P 500 ETF TR
8,649$5.3B1.18%
24
ESGVVANGUARD WORLD FD
48,559$5.3B1.17%
25
NVDANVIDIA CORPORATION
31,793$5.0B1.11%
26
PXHINVESCO EXCH TRADED FD TR II
212,495$5.0B1.09%
27
JPMJPMORGAN CHASE & CO.
14,984$4.3B0.96%
28
EMXCISHARES INC
65,574$4.1B0.91%
29
IXUSISHARES TR
53,506$4.1B0.91%
30
AMZNAMAZON COM INC
17,942$3.9B0.87%
31
EFAISHARES TR
42,461$3.8B0.84%
32
IVOOVANGUARD ADMIRAL FDS INC
36,003$3.8B0.83%
33
VTIVANGUARD INDEX FDS
12,101$3.7B0.81%
34
SPTLSPDR SERIES TRUST
138,274$3.7B0.81%
35
GOOGALPHABET INC
20,717$3.7B0.81%
36
VXUSVANGUARD STAR FDS
52,467$3.6B0.80%
37
ALSALLSTATE CORP
16,222$3.3B0.72%
38
XLKSELECT SECTOR SPDR TR
11,644$2.9B0.65%
39
VBVANGUARD INDEX FDS
12,275$2.9B0.64%
40
GBILGOLDMAN SACHS ETF TR
27,289$2.7B0.60%
41
JMEEJ P MORGAN EXCHANGE TRADED F
45,021$2.7B0.59%
42
VNQVANGUARD INDEX FDS
29,913$2.7B0.59%
43
TSLATESLA INC
7,893$2.5B0.55%
44
VUGVANGUARD INDEX FDS
5,686$2.5B0.55%
45
PLTRPALANTIR TECHNOLOGIES INC
17,191$2.3B0.52%
46
BRK-BBERKSHIRE HATHAWAY INC DEL
3$2.2B0.48%
47
METAMETA PLATFORMS INC
2,689$2.0B0.44%
48
VWOVANGUARD INTL EQUITY INDEX F
38,220$1.9B0.42%
49
GU9GUESS INC
156,238$1.9B0.42%
50
VEAVANGUARD TAX-MANAGED FDS
31,791$1.8B0.40%
51
CGXUCAPITAL GROUP INTL FOCUS EQT
66,604$1.8B0.40%
52
SPHDINVESCO EXCH TRADED FD TR II
37,582$1.8B0.39%
53
CGGRCAPITAL GROUP GROWTH ETF
42,328$1.7B0.38%
54
VTVVANGUARD INDEX FDS
9,706$1.7B0.38%
55
CGDGCAPITAL GROUP DIVIDEND VALUE
41,756$1.6B0.36%
56
BRK/BBERKSHIRE HATHAWAY INC DEL
3,212$1.6B0.34%
57
USHYISHARES TR
41,448$1.6B0.34%
58
COSTCOSTCO WHSL CORP NEW
1,565$1.5B0.34%
59
OMFLINVESCO EXCH TRD SLF IDX FD
26,391$1.5B0.34%
60
HDVISHARES TR
12,932$1.5B0.33%
61
VOVANGUARD INDEX FDS
5,072$1.4B0.31%
62
DWDMORGAN STANLEY
9,376$1.3B0.29%
63
GOOGLALPHABET INC
7,374$1.3B0.29%
64
ABGCENCORA INC
4,207$1.3B0.28%
65
USMVISHARES TR
13,153$1.2B0.27%
66
AQLTISHARES TR
9,213$1.2B0.27%
67
GWWGRAINGER W W INC
1,156$1.2B0.26%
68
HDHOME DEPOT INC
3,047$1.1B0.25%
69
AVGOBROADCOM INC
4,004$1.1B0.24%
70
NDQINVESCO QQQ TR
1,902$1.0B0.23%
71
INMDINMODE LTD
71,695$1.0B0.23%
72
BROBROWN & BROWN INC
9,020$1.0B0.22%
73
LINLINDE PLC
2,128$998.4M0.22%
74
IWNISHARES TR
5,976$942.8M0.21%
75
CBCHUBB LIMITED
3,253$942.5M0.21%
76
XLCSELECT SECTOR SPDR TR
8,294$900.1M0.20%
77
VIGVANGUARD SPECIALIZED FUNDS
4,370$894.4M0.20%
78
EEMVISHARES INC
14,195$891.4M0.20%
79
ACWXISHARES TR
14,582$888.6M0.20%
80
AFLAFLAC INC
8,343$879.9M0.19%
81
ORCLORACLE CORP
3,929$859.0M0.19%
82
MPAAMOTORCAR PTS AMER INC
76,320$854.8M0.19%
83
WMTWALMART INC
8,707$851.4M0.19%
84
MAMASTERCARD INCORPORATED
1,515$851.3M0.19%
85
ARKKARK ETF TR
11,669$820.2M0.18%
86
SYKSTRYKER CORPORATION
2,041$807.5M0.18%
87
SMLFISHARES TR
11,760$799.1M0.18%
88
IEMGISHARES INC
13,245$795.1M0.18%
89
GSGOLDMAN SACHS GROUP INC
1,097$776.4M0.17%
90
NFLXNETFLIX INC
573$767.3M0.17%
91
ADIANALOG DEVICES INC
3,223$767.1M0.17%
92
ADPAUTOMATIC DATA PROCESSING IN
2,425$747.9M0.16%
93
BRBROADRIDGE FINL SOLUTIONS IN
3,065$744.9M0.16%
94
MCDMCDONALDS CORP
2,548$744.4M0.16%
95
IYRISHARES TR
7,716$731.2M0.16%
96
LRGFISHARES TR
10,503$673.6M0.15%
97
CVXCHEVRON CORP NEW
4,571$654.5M0.14%
98
AMDADVANCED MICRO DEVICES INC
4,601$652.9M0.14%
99
EELVINVESCO EXCH TRADED FD TR II
24,944$651.5M0.14%
100
XLESELECT SECTOR SPDR TR
7,587$643.5M0.14%
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