Atlas Legacy Advisors, LLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$571.1M

Holdings

192

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (192 positions)

StockValue
IYWISHARES TR
$47.6M
VOOVANGUARD INDEX FDS
$41.6M
IVVISHARES TR
$36.8M
QQQMINVESCO EXCH TRADED FD TR II
$23.2M
RWLINVESCO EXCH TRADED FD TR II
$20.9M
AAPLAPPLE INC
$16.4M
IWRISHARES TR
$13.8M
VGTVANGUARD WORLD FD
$12.7M
CMFISHARES TR
$12.2M
MSFTMICROSOFT CORP
$11.7M
VHTVANGUARD WORLD FD
$11.5M
AQLTISHARES TR
$11.2M
GOOGALPHABET INC
$10.5M
VYMVANGUARD WHITEHALL FDS
$10.2M
RSPINVESCO EXCHANGE TRADED FD T
$9.9M
EEMISHARES TR
$9.6M
NVDANVIDIA CORPORATION
$9.2M
XMMOINVESCO EXCHANGE TRADED FD T
$7.9M
AMZNAMAZON COM INC
$7.6M
IJHISHARES TR
$7.5M
GTOINVESCO ACTIVELY MANAGED EXC
$7.1M
ESGUISHARES TR
$7.0M
SPYSPDR S&P 500 ETF TR
$6.5M
IJRISHARES TR
$6.5M
JPSTJ P MORGAN EXCHANGE TRADED F
$6.1M
FVDFIRST TR EXCHANGE-TRADED FD
$5.8M
PXHINVESCO EXCH TRADED FD TR II
$5.8M
JPMJPMORGAN CHASE & CO.
$5.7M
ESGVVANGUARD WORLD FD
$5.7M
TSLATESLA INC
$5.3M
VTIVANGUARD INDEX FDS
$4.7M
IXUSISHARES TR
$4.6M
EMXCISHARES INC
$4.6M
ALSALLSTATE CORP
$4.2M
SPTLSPDR SERIES TRUST
$4.2M
EFAISHARES TR
$4.0M
IVOOVANGUARD ADMIRAL FDS INC
$3.9M
VXUSVANGUARD STAR FDS
$3.7M
GOOGLALPHABET INC
$3.6M
VBVANGUARD INDEX FDS
$3.5M
JMEEJ P MORGAN EXCHANGE TRADED F
$3.3M
XLKSELECT SECTOR SPDR TR
$3.2M
CGGRCAPITAL GROUP GROWTH ETF
$3.1M
DWDMORGAN STANLEY
$2.9M
METAMETA PLATFORMS INC
$2.9M
VNQVANGUARD INDEX FDS
$2.8M
GU9GUESS INC
$2.6M
GBILGOLDMAN SACHS ETF TR
$2.5M
VWOVANGUARD INTL EQUITY INDEX F
$2.5M
AVGOBROADCOM INC
$2.5M
VUGVANGUARD INDEX FDS
$2.5M
VEAVANGUARD TAX-MANAGED FDS
$2.3M
BRK-BBERKSHIRE HATHAWAY INC DEL
$2.3M
PLTRPALANTIR TECHNOLOGIES INC
$2.3M
CGDGCAPITAL GROUP DIVIDEND VALUE
$2.1M
BRK/BBERKSHIRE HATHAWAY INC DEL
$2.1M
HDVISHARES TR
$2.0M
VTVVANGUARD INDEX FDS
$1.9M
ABGCENCORA INC
$1.8M
ACWXISHARES TR
$1.8M
CGXUCAPITAL GROUP INTL FOCUS EQT
$1.8M
USHYISHARES TR
$1.8M
OMFLINVESCO EXCH TRD SLF IDX FD
$1.7M
LLYELI LILLY & CO
$1.6M
COSTCOSTCO WHSL CORP NEW
$1.6M
IWNISHARES TR
$1.6M
MAMASTERCARD INCORPORATED
$1.6M
GWWWW GRAINGER INC
$1.5M
SPHDINVESCO EXCH TRADED FD TR II
$1.4M
WMTWALMART INC
$1.4M
USMVISHARES TR
$1.3M
NDQINVESCO QQQ TR
$1.2M
AMDADVANCED MICRO DEVICES INC
$1.2M
VOVANGUARD INDEX FDS
$1.2M
CGIECAPITAL GROUP INTERNATIONAL
$1.2M
AFLAFLAC INC
$1.2M
MPAAMOTORCAR PTS AMER INC
$1.2M
TJXTJX COS INC NEW
$1.2M
GSGOLDMAN SACHS GROUP INC
$1.1M
HDHOME DEPOT INC
$1.1M
CBCHUBB LIMITED
$1.1M
ADIANALOG DEVICES INC
$1.1M
LINLINDE PLC
$1.1M
AQLTISHARES TR
$1.1M
INMDINMODE LTD
$1.1M
IEMGISHARES INC
$991K
XOMEXXON MOBIL CORP
$981K
XLCSELECT SECTOR SPDR TR
$962K
VIGVANGUARD SPECIALIZED FUNDS
$954K
DBCINVESCO DB COMMDY INDX TRCK
$944K
SMLFISHARES TR
$938K
EEMVISHARES INC
$910K
PWZINVESCO EXCH TRADED FD TR II
$904K
ORCLORACLE CORP
$902K
ARKKARK ETF TR
$899K
SYKSTRYKER CORPORATION
$886K
XLESELECT SECTOR SPDR TR
$884K
GDGENERAL DYNAMICS CORP
$883K
MCDMCDONALDS CORP
$871K
JNJJOHNSON & JOHNSON
$871K
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