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Atlas Legacy Advisors, LLC Top Holdings and 13F Report (2026)

About Atlas Legacy Advisors, LLC

Investment Activity

  • Atlas Legacy Advisors, LLC has $549.64 million in total holdings as of March 31, 2026.
  • Atlas Legacy Advisors, LLC owns shares of 195 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
  • Approximately 7.19% of the portfolio was purchased this quarter.
  • About 7.39% of the portfolio was sold this quarter.
  • This quarter, Atlas Legacy Advisors, LLC has purchased 192 new stocks and bought additional shares in 68 stocks.
  • Atlas Legacy Advisors, LLC sold shares of 97 stocks and completely divested from 14 stocks this quarter.

Largest New Holdings this Quarter

46434G822 - iShares MSCI Japan ETF
$590,320 Holding
88160R901 - TESLA INC
$557,625 Holding
78463V907 - SPDR GOLD TR
$516,348 Holding
67066G904 - NVIDIA CORPORATION
$436,000 Holding
38141G904 - GOLDMAN SACHS GROUP INC
$422,995 Holding

Largest Purchases this Quarter

iShares MSCI Emerging Markets ETF
197,709 shares (about $11.23M)
Vanguard Information Technology ETF
8,229 shares (about $4.28M)
SPDR S&P 500 ETF Trust
5,552 shares (about $3.61M)
Invesco S&P 500 Revenue ETF
15,313 shares (about $1.76M)
Invesco NASDAQ 100 ETF
5,695 shares (about $1.35M)

Largest Sales this Quarter

First Trust Value Line Dividend Index Fund
69,103 shares (about $3.25M)
Apple
12,629 shares (about $3.21M)
Alphabet
10,713 shares (about $3.09M)
Vanguard S&P 500 ETF
3,679 shares (about $2.20M)
Amazon.com
10,116 shares (about $2.13M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtlas Legacy Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$43,297,920$28,911 â–¼-0.1%238,1257.9%Manufacturing
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$37,442,162$2,198,368 â–¼-5.5%62,6606.8%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$33,485,727$1,615,069 â–¼-4.6%51,2326.1%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$23,141,337$1,353,246 â–²6.2%97,3884.2%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$22,775,851$1,759,617 â–²8.4%198,2064.1%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$21,199,428$11,234,096 â–²112.7%373,0893.9%Finance
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$14,301,086$325,776 â–²2.3%147,0162.6%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$13,073,746$4,282,797 â–²48.7%25,1202.4%ETF
Apple Inc. stock logo
AAPL
Apple
$12,410,295$3,212,002 â–¼-20.6%48,7952.3%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$11,277,330$31,885 â–¼-0.3%124,4982.1%ETF
iShares California Muni Bond ETF stock logo
CMF
iShares California Muni Bond ETF
$11,273,422$840,693 â–¼-6.9%198,2622.1%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$10,869,244$31,590 â–¼-0.3%39,9132.0%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$10,783,605$305,530 â–²2.9%72,8132.0%Financial Services
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,122,455$185,448 â–²1.9%52,7281.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$9,808,428$3,610,688 â–²58.3%15,0821.8%Finance
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$8,483,084$239,404 â–²2.9%58,4311.5%ETF
Invesco Total Return Bond ETF stock logo
GTO
Invesco Total Return Bond ETF
$7,695,152$680,768 â–²9.7%164,3211.4%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$7,569,235$71,177 â–¼-0.9%112,0871.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$7,359,247$1,729,031 â–¼-19.0%19,8131.3%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$7,161,507$463,843 â–²6.9%57,5431.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$6,978,512$831,573 â–²13.5%137,8881.3%ETF
Invesco RAFI Emerging Markets ETF stock logo
PXH
Invesco RAFI Emerging Markets ETF
$6,854,583$825,023 â–²13.7%254,0861.2%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$6,808,843$127,691 â–²1.9%48,0441.2%Manufacturing
NVIDIA Corporation stock logo
NVDA
NVIDIA
$6,766,167$2,040,668 â–¼-23.2%38,5281.2%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$6,528,082$3,086,290 â–¼-32.1%22,6601.2%Computer and Technology
Vanguard ESG U.S. Stock ETF stock logo
ESGV
Vanguard ESG U.S. Stock ETF
$5,343,491$43,561 â–²0.8%47,5951.0%ETF
iShares MSCI Emerging Markets ex China ETF stock logo
EMXC
iShares MSCI Emerging Markets ex China ETF
$5,033,217$100,056 â–²2.0%63,9870.9%Manufacturing
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,969,072$483,434 â–²10.8%15,4900.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,804,666$2,127,276 â–¼-30.7%22,8480.9%Retail/Wholesale
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$4,800,263$106,796 â–²2.3%55,3760.9%Manufacturing
SPDR Portfolio Long Term Treasury ETF stock logo
SPTL
SPDR Portfolio Long Term Treasury ETF
$4,679,743$481,790 â–²11.5%177,9370.9%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$4,600,273$551,671 â–²13.6%47,2810.8%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,341,458$964,409 â–¼-18.2%14,7520.8%Finance
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$4,064,622$59,397 â–²1.5%35,5160.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$3,869,437$125,271 â–²3.3%50,1630.7%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$3,844,141$600,194 â–¼-13.5%10,3310.7%Auto/Tires/Trucks
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$3,531,265$84,664 â–²2.5%52,8870.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,485,369$19,120 â–¼-0.5%13,3070.6%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$3,221,713$223,475 â–²7.5%23,7150.6%ETF
The Allstate Corporation stock logo
ALL
Allstate
$3,179,257$1,106,820 â–¼-25.8%15,3330.6%Finance
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$2,921,662$100,037 â–²3.5%72,6640.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,820,324$477,487 â–¼-14.5%9,6750.5%Computer and Technology
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$2,776,399$177 â–²0.0%31,3010.5%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$2,689,822$637,415 â–²31.1%63,2520.5%ETF
First Trust Value Line Dividend Index Fund stock logo
FVD
First Trust Value Line Dividend Index Fund
$2,689,795$3,249,981 â–¼-54.7%57,1920.5%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$2,589,860$56,374 â–²2.2%47,9160.5%ETF
iShares MSCI ACWI ex U.S. ETF stock logo
ACWX
iShares MSCI ACWI ex U.S. ETF
$2,568,036$733,519 â–²40.0%37,5060.5%Manufacturing
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$2,383,520$2,948 â–¼-0.1%37,1960.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,333,769$98,715 â–²4.4%5,3430.4%ETF
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$2,183,328$25,380 â–¼-1.1%16,0870.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$2,154,4200.0%30.4%Finance
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$1,920,027$189,984 â–²11.0%52,1180.3%ETF
Capital Group International Focus Equity ETF stock logo
CGXU
Capital Group International Focus Equity ETF
$1,867,051$78,009 â–²4.4%63,3050.3%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,860,876$127,792 â–¼-6.4%3,8880.3%Finance
PALANTIR TECHNOLOGIES INC
$1,812,203$55,731 â–¼-3.0%12,3890.3%CL A
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,759,129$837,954 â–¼-32.3%3,0650.3%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,736,174$192,668 â–¼-10.0%8,8490.3%ETF
iShares Russell 2000 Value ETF stock logo
IWN
iShares Russell 2000 Value ETF
$1,661,806$22,593 â–²1.4%8,7530.3%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$1,640,544$686,276 â–¼-29.5%5,1850.3%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,627,317$207,276 â–¼-11.3%1,6330.3%Retail/Wholesale
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,512,094$377,302 â–²33.2%9,9510.3%ETF
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$1,502,833$29,420 â–²2.0%30,2920.3%ETF
Cencora, Inc. stock logo
COR
Cencora
$1,442,803$227,431 â–¼-13.6%4,5930.3%Medical
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$1,405,365$263,566 â–¼-15.8%23,3760.3%ETF
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$1,405,014$194,171 â–¼-12.1%1,2880.3%Industrials
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$1,377,560$63,063 â–²4.8%14,8540.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,360,773$272,286 â–²25.0%4,1380.2%Retail/Wholesale
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,323,577$114,315 â–²9.5%21,6630.2%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$1,298,054$80,985 â–²6.7%4,5200.2%ETF
InMode Ltd. stock logo
INMD
InMode
$1,296,629$315,491 â–²32.2%94,7490.2%Medical
WALMART INC
$1,289,024$251,735 â–¼-16.3%10,3640.2%COM
Goldman Sachs Access Treasury 0-1 Year ETF stock logo
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
$1,278,886$1,264,058 â–¼-49.7%12,7650.2%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$1,259,029$1,440,137 â–¼-53.4%7,6470.2%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,238,628$65,799 â–²5.6%2,1460.2%Finance
CAPITAL GROUP INTERNATIONAL
$1,203,710$37,550 â–²3.2%35,5500.2%SHS
LINDE PLC
$1,178,897$71,884 â–¼-5.7%2,3780.2%SHS
Invesco DB Commodity Index Tracking Fund stock logo
DBC
Invesco DB Commodity Index Tracking Fund
$1,178,844$44,236 â–¼-3.6%40,7200.2%Finance
Analog Devices, Inc. stock logo
ADI
Analog Devices
$1,177,591$82,113 â–¼-6.5%3,7000.2%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$1,105,956$77,492 â–²7.5%15,8560.2%ETF
ARK ETF TR
$1,080,920$261,325 â–²31.9%15,4160.2%INNOVATION ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,054,870$369,435 â–¼-25.9%1,1450.2%Medical
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$1,046,231$495,208 â–²89.9%6,4670.2%Finance
XLC
Communication Services Select Sector SPDR Fund
$1,039,091$132,367 â–²14.6%9,3730.2%ETF
Motorcar Parts of America, Inc. stock logo
MPAA
Motorcar Parts of America
$1,033,4800.0%93,4430.2%Auto/Tires/Trucks
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,025,650$324,014 â–¼-24.0%6,0650.2%Energy
Oracle Corporation stock logo
ORCL
Oracle
$1,021,943$332,890 â–²48.3%6,9380.2%Computer and Technology
Aflac Incorporated stock logo
AFL
Aflac
$1,016,964$155,688 â–¼-13.3%9,2690.2%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,006,571$67,436 â–²7.2%4,6570.2%ETF
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$1,002,511$93,985 â–¼-8.6%1,1840.2%Finance
iShares U.S. Small Cap Equity Factor ETF stock logo
SMLF
iShares U.S. Small Cap Equity Factor ETF
$990,353$44,162 â–²4.7%13,1190.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$988,922$191,988 â–¼-16.3%4,8110.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$986,899$405,253 â–¼-29.1%1,9750.2%Business Services
Chubb Limited stock logo
CB
Chubb
$966,367$179,585 â–¼-15.7%2,9650.2%Finance
Phillips 66 stock logo
PSX
Phillips 66
$945,432$57,200 â–¼-5.7%5,1900.2%Energy
Chevron Corporation stock logo
CVX
Chevron
$921,954$115,373 â–¼-11.1%4,4590.2%Energy
iShares MSCI Emerging Markets Min Vol Factor ETF stock logo
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
$907,450$13,205 â–¼-1.4%14,0190.2%ETF
Invesco California AMT-Free Municipal Bond ETF stock logo
PWZ
Invesco California AMT-Free Municipal Bond ETF
$893,955$788 â–²0.1%37,4510.2%ETF
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$893,365$63,096 â–²7.6%31,8150.2%ETF
Invesco RAFI Developed Markets ex-U.S. ETF stock logo
PXF
Invesco RAFI Developed Markets ex-U.S. ETF
$869,836$20,760 â–²2.4%12,4440.2%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$838,609$48,160 â–¼-5.4%2,6990.2%Retail/Wholesale

Showing largest 100 holdings. View all holdings.
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