Atlas Legacy Advisors, LLC Q2 2025 Filing

Filed August 6, 2025

Portfolio Value

$453.9M

Holdings

174

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (174 positions)

#	Stock	Shares	Value	% Portfolio
1	IYWISHARES TR	222,300	$38.5M	8.49%
2	VOOVANGUARD INDEX FDS	59,117	$33.6M	7.40%
3	IVVISHARES TR	48,204	$29.9M	6.59%
4	QQQMINVESCO EXCH TRADED FD TR II	81,745	$18.6M	4.09%
5	RWLINVESCO EXCH TRADED FD TR II	155,401	$16.2M	3.57%
6	IWRISHARES TR	136,082	$12.5M	2.76%
7	CMFISHARES TR	203,783	$11.4M	2.50%
8	VGTVANGUARD WORLD FD	16,153	$10.7M	2.36%
9	RSPINVESCO EXCHANGE TRADED FD T	54,382	$9.9M	2.18%
10	VYMVANGUARD WHITEHALL FDS	73,197	$9.8M	2.15%
11	AQLTISHARES TR	114,091	$9.5M	2.10%
12	VHTVANGUARD WORLD FD	36,828	$9.1M	2.02%
13	MSFTMICROSOFT CORP	17,568	$8.7M	1.93%
14	AAPLAPPLE INC	41,306	$8.5M	1.87%
15	EEMISHARES TR	172,015	$8.3M	1.83%
16	XMMOINVESCO EXCHANGE TRADED FD T	59,193	$7.6M	1.68%
17	ESGUISHARES TR	48,636	$6.6M	1.45%
18	FVDFIRST TR EXCHANGE-TRADED FD	137,837	$6.2M	1.36%
19	IJHISHARES TR	97,625	$6.1M	1.33%
20	GTOINVESCO ACTIVELY MANAGED EXC	128,740	$6.0M	1.33%
21	IJRISHARES TR	55,165	$6.0M	1.33%
22	JPSTJ P MORGAN EXCHANGE TRADED F	106,158	$5.4M	1.19%
23	SPYSPDR S&P 500 ETF TR	8,649	$5.3M	1.18%
24	ESGVVANGUARD WORLD FD	48,559	$5.3M	1.17%
25	NVDANVIDIA CORPORATION	31,793	$5.0M	1.11%
26	PXHINVESCO EXCH TRADED FD TR II	212,495	$5.0M	1.09%
27	JPMJPMORGAN CHASE & CO.	14,984	$4.3M	0.96%
28	EMXCISHARES INC	65,574	$4.1M	0.91%
29	IXUSISHARES TR	53,506	$4.1M	0.91%
30	AMZNAMAZON COM INC	17,942	$3.9M	0.87%
31	EFAISHARES TR	42,461	$3.8M	0.84%
32	IVOOVANGUARD ADMIRAL FDS INC	36,003	$3.8M	0.83%
33	VTIVANGUARD INDEX FDS	12,101	$3.7M	0.81%
34	SPTLSPDR SERIES TRUST	138,274	$3.7M	0.81%
35	GOOGALPHABET INC	20,717	$3.7M	0.81%
36	VXUSVANGUARD STAR FDS	52,467	$3.6M	0.80%
37	ALSALLSTATE CORP	16,222	$3.3M	0.72%
38	XLKSELECT SECTOR SPDR TR	11,644	$2.9M	0.65%
39	VBVANGUARD INDEX FDS	12,275	$2.9M	0.64%
40	GBILGOLDMAN SACHS ETF TR	27,289	$2.7M	0.60%
41	JMEEJ P MORGAN EXCHANGE TRADED F	45,021	$2.7M	0.59%
42	VNQVANGUARD INDEX FDS	29,913	$2.7M	0.59%
43	TSLATESLA INC	7,893	$2.5M	0.55%
44	VUGVANGUARD INDEX FDS	5,686	$2.5M	0.55%
45	PLTRPALANTIR TECHNOLOGIES INC	17,191	$2.3M	0.52%
46	BRK-BBERKSHIRE HATHAWAY INC DEL	3	$2.2M	0.48%
47	METAMETA PLATFORMS INC	2,689	$2.0M	0.44%
48	VWOVANGUARD INTL EQUITY INDEX F	38,220	$1.9M	0.42%
49	GU9GUESS INC	156,238	$1.9M	0.42%
50	VEAVANGUARD TAX-MANAGED FDS	31,791	$1.8M	0.40%
51	CGXUCAPITAL GROUP INTL FOCUS EQT	66,604	$1.8M	0.40%
52	SPHDINVESCO EXCH TRADED FD TR II	37,582	$1.8M	0.39%
53	CGGRCAPITAL GROUP GROWTH ETF	42,328	$1.7M	0.38%
54	VTVVANGUARD INDEX FDS	9,706	$1.7M	0.38%
55	CGDGCAPITAL GROUP DIVIDEND VALUE	41,756	$1.6M	0.36%
56	BRK/BBERKSHIRE HATHAWAY INC DEL	3,212	$1.6M	0.34%
57	USHYISHARES TR	41,448	$1.6M	0.34%
58	COSTCOSTCO WHSL CORP NEW	1,565	$1.5M	0.34%
59	OMFLINVESCO EXCH TRD SLF IDX FD	26,391	$1.5M	0.34%
60	HDVISHARES TR	12,932	$1.5M	0.33%
61	VOVANGUARD INDEX FDS	5,072	$1.4M	0.31%
62	DWDMORGAN STANLEY	9,376	$1.3M	0.29%
63	GOOGLALPHABET INC	7,374	$1.3M	0.29%
64	ABGCENCORA INC	4,207	$1.3M	0.28%
65	USMVISHARES TR	13,153	$1.2M	0.27%
66	AQLTISHARES TR	9,213	$1.2M	0.27%
67	GWWGRAINGER W W INC	1,156	$1.2M	0.26%
68	HDHOME DEPOT INC	3,047	$1.1M	0.25%
69	AVGOBROADCOM INC	4,004	$1.1M	0.24%
70	NDQINVESCO QQQ TR	1,902	$1.0M	0.23%
71	INMDINMODE LTD	71,695	$1.0M	0.23%
72	BROBROWN & BROWN INC	9,020	$1.0M	0.22%
73	LINLINDE PLC	2,128	$998K	0.22%
74	IWNISHARES TR	5,976	$943K	0.21%
75	CBCHUBB LIMITED	3,253	$942K	0.21%
76	XLCSELECT SECTOR SPDR TR	8,294	$900K	0.20%
77	VIGVANGUARD SPECIALIZED FUNDS	4,370	$894K	0.20%
78	EEMVISHARES INC	14,195	$891K	0.20%
79	ACWXISHARES TR	14,582	$889K	0.20%
80	AFLAFLAC INC	8,343	$880K	0.19%
81	ORCLORACLE CORP	3,929	$859K	0.19%
82	MPAAMOTORCAR PTS AMER INC	76,320	$855K	0.19%
83	WMTWALMART INC	8,707	$851K	0.19%
84	MAMASTERCARD INCORPORATED	1,515	$851K	0.19%
85	ARKKARK ETF TR	11,669	$820K	0.18%
86	SYKSTRYKER CORPORATION	2,041	$807K	0.18%
87	SMLFISHARES TR	11,760	$799K	0.18%
88	IEMGISHARES INC	13,245	$795K	0.18%
89	GSGOLDMAN SACHS GROUP INC	1,097	$776K	0.17%
90	NFLXNETFLIX INC	573	$767K	0.17%
91	ADIANALOG DEVICES INC	3,223	$767K	0.17%
92	ADPAUTOMATIC DATA PROCESSING IN	2,425	$748K	0.16%
93	BRBROADRIDGE FINL SOLUTIONS IN	3,065	$745K	0.16%
94	MCDMCDONALDS CORP	2,548	$744K	0.16%
95	IYRISHARES TR	7,716	$731K	0.16%
96	LRGFISHARES TR	10,503	$674K	0.15%
97	CVXCHEVRON CORP NEW	4,571	$655K	0.14%
98	AMDADVANCED MICRO DEVICES INC	4,601	$653K	0.14%
99	EELVINVESCO EXCH TRADED FD TR II	24,944	$652K	0.14%
100	XLESELECT SECTOR SPDR TR	7,587	$643K	0.14%

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