Atlas Legacy Advisors, LLC
Sector Allocation
- Other63.3%$427.5M
- Financials18.0%$121.4M
- Technology11.1%$74.9M
- Consumer Discretionary2.8%$19.1M
- Healthcare1.4%$9.1M
- Industrials1.3%$9.0M
- Consumer Staples1.1%$7.2M
- Energy0.5%$3.6M
- Materials0.3%$2.1M
- Communication Services0.2%$1.3M
AUM History
13fpro.ai/research/fund/atlas-legacy-advisors-llc-2054111
Conviction and streaks
Stable · top 10 = 42.7%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$61.8M
- VANGUARD$43.7M
- ISHARES$39.9M
IVZ
$27.1M- ISHARES$26.5M
IVZ
$25.7M- VANGUARD$17.7M
AAPL
$17.2M- ISHARES$16.4M
- ISHARES$12.4M
- VANGUARD$12.2M
SPY
$11.6M- VANGUARD$11.5M
- ISHARES$11.4M
IVZ
$11.3MGOOG
$10.3MNVDA
$10.2MIVZ
$10.1MMSFT
$9.7M- ISHARES$8.8M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/atlas-legacy-advisors-llc-2054111
Atlas Legacy Advisors, LLC 13F holdings — Q2 2026
$677.5M portfolio (+23.3% QoQ) · 213 holdings · Q2 2026 13F · top 10 are 43% of the stock portfolio
Includes $2.0M of put/call options ($0 puts, $2.0M calls), which 13F rules report at the value of the underlying shares, not the premium at risk. Stocks alone: $675.5M. Weights use the stock portfolio.
- 1
ISHARES TR - U.S. TECH ETF
$61.8M
9.2% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
VANGUARD INDEX FDS - S&P 500 ETF SHS
$43.7M
6.5% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
ISHARES TR - CORE S&P500 ETF
$39.9M
5.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $27.1M
4.0% of stocks
-8%This quarter-3.6%Since filed7+ qtrsHeld- 5
ISHARES TR - MSCI EMG MKT ETF
$26.5M
3.9% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $25.7M
3.8% of stocks
+2%This quarter-3.6%Since filed7+ qtrsHeld- 7
VANGUARD WORLD FD - INF TECH ETF
$17.7M
2.6% of stocks
+485%This quarter—Since filed—HeldAIQuality—Est. buy— $17.2M
2.5% of stocks
+25%This quarter+11.3%Since filed7+ qtrsHeld- 9
ISHARES TR - RUS MID CAP ETF
$16.4M
2.4% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
ISHARES TR - CORE MSCI EAFE
$12.4M
1.8% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - U.S. TECH ETF | $61.8M | 9.2% | +3% | — | — | — | — | |
| 2 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $43.7M | 6.5% | +1% | — | — | — | — | |
| 3 | ISHARES TR - CORE S&P500 ETF | $39.9M | 5.9% | +4% | — | — | — | — | |
| 4 | $27.1M | 4.0% | -8% | -3.6% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 5 | ISHARES TR - MSCI EMG MKT ETF | $26.5M | 3.9% | +4% | — | — | — | — | |
| 6 | $25.7M | 3.8% | +2% | -3.6% | 7+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD WORLD FD - INF TECH ETF | $17.7M | 2.6% | +485% | — | — | — | — | |
| 8 | $17.2M | 2.5% | +25% | +11.3% | 7+ qtrs | 75.7#88 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | ISHARES TR - RUS MID CAP ETF | $16.4M | 2.4% | +2% | — | — | — | — | |
| 10 | ISHARES TR - CORE MSCI EAFE | $12.4M | 1.8% | +3% | — | — | — | — |
All holdings — Atlas Legacy Advisors, LLC (Q2 2026)
213 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD WORLD FD - HEALTH CAR ETFetf/fund | — | $12.2M | 1.8% | 41K | +2% | — | — | 13F |
| 12 | SPDR S&P 500 ETF TRUSTetf/fund | — | $11.6M | 1.7% | 16K | +3% | 7+ qtrsAdded 5 qtrs in a row | — | 13F | |
| 13 | — | VANGUARD WHITEHALL FDS - HIGH DIV YLDetf/fund | — | $11.5M | 1.7% | 73K | -0.0% | — | — | 13F |
| 14 | — | ISHARES TR - CALIF MUN BD ETFetf/fund | — | $11.4M | 1.7% | 198K | -0.0% | — | — | 13F |
| 15 | Invesco Ltd. | Financials | $11.3M | 1.7% | 53K | +1% | 7+ qtrs | — | 13F | |
| 16 | Alphabet Inc. | Technology | $10.3M | 1.5% | 30K | +31% | 7+ qtrs | 77.7 | 13F | |
| 17 | NVIDIA CORP | Technology | $10.2M | 1.5% | 53K | +37% | 7+ qtrs | 86.0 | 13F | |
| 18 | Invesco Ltd. | Financials | $10.1M | 1.5% | 59K | +1% | 7+ qtrs | — | 13F | |
| 19 | MICROSOFT CORP | Technology | $9.7M | 1.4% | 25K | +25% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | — | ISHARES TR - CORE S&P MCP ETFetf/fund | — | $8.8M | 1.3% | 114K | +1% | — | — | 13F |
| 21 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $8.7M | 1.3% | 59K | +2% | — | — | 13F |
| 22 | — | ISHARES TR - ESG AWR MSCI USAetf/fund | — | $8.3M | 1.2% | 51K | +5% | — | — | 13F |
| 23 | Invesco Ltd. | Financials | $7.9M | 1.2% | 170K | +3% | 7+ qtrs | — | 13F | |
| 24 | — | INVESCO EXCH TRADED FD TR II - RAFI EMRGNG MRKT | — | $7.5M | 1.1% | 268K | +5% | — | — | 13F |
| 25 | AMAZON COM INC | Consumer Discretionary | $7.2M | 1.1% | 30K | +33% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | — | $7.2M | 1.1% | 142K | +3% | |||
| 27 | — | ISHARES INC - MSCI EMRG CHN | — | $6.5M | 1.0% | 64K | -0.0% | |||
| 28 | — | VANGUARD WORLD FD - ESG US STK ETF | — | $6.3M | 0.9% | 48K | +0.6% | |||
| 29 | — | ISHARES TR - MSCI EAFE ETF | — | $6.0M | 0.9% | 58K | +23% | |||
| 30 | $JPM | JPMORGAN CHASE & CO | Financials | $5.9M | 0.9% | 18K | +25% | |||
| 31 | — | VANGUARD INDEX FDS - TOTAL STK MKT | — | $5.7M | 0.8% | 15K | -0.5% | |||
| 32 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $5.4M | 0.8% | 29K | +20% | |||
| 33 | — | ISHARES TR - CORE MSCI TOTAL | — | $5.3M | 0.8% | 56K | +0.7% | |||
| 34 | $TSLA | Tesla, Inc. | Consumer Discretionary | $5.0M | 0.7% | 12K | +15% | |||
| 35 | — | VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX | — | $4.8M | 0.7% | 37K | +4% | |||
| 36 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $4.7M | 0.7% | 180K | +1% | |||
| 37 | $ALL | ALLSTATE CORP | Financials | $4.6M | 0.7% | 20K | +31% | |||
| 38 | — | CAPITAL GROUP GROWTH ETF - SHS CREAT UNIT | — | $4.5M | 0.7% | 95K | +31% | |||
| 39 | $GOOGL | Alphabet Inc. | Technology | $4.4M | 0.7% | 13K | +31% | |||
| 40 | — | VANGUARD STAR FDS - VG TL INTL STK F | — | $4.3M | 0.6% | 50K | +0.5% | |||
| 41 | — | J P MORGAN EXCHANGE TRADED F - SMALL & MID CAP | — | $4.3M | 0.6% | 55K | +3% | |||
| 42 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $4.0M | 0.6% | 13K | -0.4% | |||
| 43 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | — | $3.0M | 0.5% | 31K | +0.0% | |||
| 44 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $3.0M | 0.4% | 61K | -4% | |||
| 45 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $3.0M | 0.4% | 50K | +3% | |||
| 46 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | — | $2.8M | 0.4% | 40K | +7% | |||
| 47 | $AVGO | Broadcom Inc. | Technology | $2.8M | 0.4% | 7,644 | +47% | |||
| 48 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $2.7M | 0.4% | 57K | -0.4% | |||
| 49 | $MS | MORGAN STANLEY | Financials | $2.7M | 0.4% | 14K | +81% | |||
| 50 | — | VANGUARD INDEX FDS - GROWTH ETF | — | $2.7M | 0.4% | 31K | +478% | |||
| 51 | — | ISHARES TR - MSCI ACWI EX US | — | $2.6M | 0.4% | 35K | -8% | |||
| 52 | $META | Meta Platforms, Inc. | Technology | $2.5M | 0.4% | 4,367 | +42% | |||
| 53 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $2.5M | 0.4% | 5,044 | +30% | |||
| 54 | — | ISHARES TR - SELECT DIVID ETF | — | $2.3M | 0.3% | 15K | +50% | |||
| 55 | $BRK.A | BERKSHIRE HATHAWAY INC | Financials | $2.2M | 0.3% | 3 | — | |||
| 56 | — | CAPITAL GROUP INTL FOCUS EQT - SHS CREAT UNIT | — | $2.2M | 0.3% | 63K | -0.3% | |||
| 57 | — | VANGUARD INDEX FDS - VALUE ETF | — | $2.0M | 0.3% | 9,121 | +3% | |||
| 58 | — | ISHARES TR - RUS 2000 VAL ETF | — | $2.0M | 0.3% | 8,899 | +2% | |||
| 59 | — | ISHARES TR - BROAD USD HIGH | — | $2.0M | 0.3% | 53K | +2% | |||
| 60 | $GWW | W.W. GRAINGER, INC. | Consumer Discretionary | $1.9M | 0.3% | 1,477 | +15% | |||
| 61 | — | ARK ETF TR - INNOVATION ETF | — | $1.8M | 0.3% | 23K | +47% | |||
| 62 | $LLY | ELI LILLY & Co | Healthcare | $1.8M | 0.3% | 1,579 | +38% | |||
| 63 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $1.8M | 0.3% | 1,917 | +17% | |||
| 64 | $INMD | InMode Ltd. | Healthcare | $1.8M | 0.3% | 123K | +30% | |||
| 65 | — | ISHARES TR - CORE HIGH DV ETF | — | $1.8M | 0.3% | 65K | +303% | |||
| 66 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $1.8M | 0.3% | 3,628 | -25% | |||
| 67 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.2% | 24K | +3% | |||
| 68 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $1.6M | 0.2% | 2,170 | +1% | |||
| 69 | $PLTR | Palantir Technologies Inc. | Technology | $1.6M | 0.2% | 13K | +7% | |||
| 70 | $IVZ | Invesco Ltd. | Financials | $1.6M | 0.2% | 31K | +3% | |||
| 71 | $ADI | ANALOG DEVICES INC | Technology | $1.6M | 0.2% | 4,062 | +10% | |||
| 72 | $COR | Cencora, Inc. | Consumer Staples | $1.5M | 0.2% | 5,208 | +13% | |||
| 73 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $1.5M | 0.2% | 4,289 | +4% | |||
| 74 | $MA | Mastercard Inc | Financials | $1.5M | 0.2% | 2,883 | +46% | |||
| 75 | $MU | MICRON TECHNOLOGY INC | Technology | $1.5M | 0.2% | 1,685 | +86% | |||
| 76 | — | ISHARES TR - MSCI USA MIN ETF | — | $1.5M | 0.2% | 15K | +3% | |||
| 77 | $MPAA | MOTORCAR PARTS OF AMERICA INC | Industrials | $1.4M | 0.2% | 93K | — | |||
| 78 | $WMT | Walmart Inc. | Consumer Staples | $1.4M | 0.2% | 12K | +21% | |||
| 79 | — | VANGUARD INDEX FDS - MID CAP ETF | — | $1.4M | 0.2% | 18K | +291% | |||
| 80 | $LIN | LINDE PLC | Materials | $1.4M | 0.2% | 2,688 | +13% | |||
| 81 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | — | $1.3M | 0.2% | 25K | +17% | |||
| 82 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.3M | 0.2% | 1,342 | +13% | |||
| 83 | $RY | ROYAL BANK OF CANADA | Financials | $1.3M | 0.2% | 6,501 | +0.5% | |||
| 84 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | — | $1.3M | 0.2% | 5,507 | +18% | |||
| 85 | — | CAPITAL GROUP INTERNATIONAL - SHS | — | $1.3M | 0.2% | 35K | -2% | |||
| 86 | — | ISHARES INC - CORE MSCI EMKT | — | $1.2M | 0.2% | 15K | -5% | |||
| 87 | $AFL | AFLAC INC | Financials | $1.2M | 0.2% | 11K | +15% | |||
| 88 | — | ISHARES TR - US SML CAP EQT | — | $1.2M | 0.2% | 14K | +4% | |||
| 89 | $CB | Chubb Ltd | Financials | $1.2M | 0.2% | 3,479 | +17% | |||
| 90 | $ORCL | ORACLE CORP | Technology | $1.1M | 0.2% | 7,704 | +11% | |||
| 91 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.1M | 0.2% | 11K | -12% | |||
| 92 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $1.1M | 0.2% | 8,005 | +32% | |||
| 93 | $CAT | CATERPILLAR INC | Industrials | $1.1M | 0.2% | 1,096 | +22% | |||
| 94 | $DBC | Invesco DB Commodity Index Tracking Fund | Financials | $1.1M | 0.2% | 40K | -1% | |||
| 95 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $1.1M | 0.2% | 2,660 | +30% | |||
| 96 | $JNJ | JOHNSON & JOHNSON | Healthcare | $1.1M | 0.2% | 4,361 | +41% | |||
| 97 | $TXN | TEXAS INSTRUMENTS INC | Technology | $1.1M | 0.2% | 3,683 | +14% | |||
| 98 | — | ISHARES INC - MSCI EMERG MRKT | — | $1.0M | 0.2% | 14K | -0.7% | |||
| 99 | — | SELECT SECTOR SPDR TR - ST STR SVC ETF | — | $1.0M | 0.1% | 9,373 | — | |||
| 100 | $TJX | TJX COMPANIES INC /DE/ | Consumer Discretionary | $1.0M | 0.1% | 6,556 | +33% | |||
| 101 | — | VANGUARD INDEX FDS - SML CP GRW ETF | — | $973K | 0.1% | 2,662 | +5% | |||
| 102 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $968K | 0.1% | 2,208 | +31% | |||
| 103 | $CSCO | CISCO SYSTEMS, INC. | Technology | $950K | 0.1% | 8,717 | +26% | |||
| 104 | $PSX | Phillips 66 | Energy | $932K | 0.1% | 5,585 | +8% | |||
| 105 | $IVZ | Invesco Ltd. | Financials | $929K | 0.1% | 38K | +1% | |||
| 106 | $GD | GENERAL DYNAMICS CORP | Industrials | $927K | 0.1% | 2,614 | +9% | |||
| 107 | — | ISHARES TR - U.S. REAL ES ETF | — | $921K | 0.1% | 9,006 | +4% | |||
| 108 | — | INVESCO EXCH TRADED FD TR II - S&P EMRNG MKTS | — | $892K | 0.1% | 32K | +0.8% | |||
| 109 | $IVZ | Invesco Ltd. | Financials | $889K | 0.1% | 12K | -6% | |||
| 110 | $CVX | CHEVRON CORP | Energy | $846K | 0.1% | 5,108 | +15% | |||
| 111 | $RTX | RTX Corp | Industrials | $842K | 0.1% | 4,424 | +9% | |||
| 112 | $SYK | STRYKER CORP | Healthcare | $834K | 0.1% | 2,586 | +21% | |||
| 113 | — | ISHARES TR - U S EQUITY FACTR | — | $806K | 0.1% | 11K | -0.2% | |||
| 114 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $784K | 0.1% | 1,500 | +0.9% | |||
| 115 | $BLK | BlackRock, Inc. | Financials | $769K | 0.1% | 786 | +11% | |||
| 116 | $MCD | MCDONALDS CORP | Consumer Discretionary | $761K | 0.1% | 2,791 | +3% | |||
| 117 | $TFPM | Triple Flag Precious Metals Corp. | Financials | $749K | 0.1% | 25K | New | |||
| 118 | $V | VISA INC. | Financials | $728K | 0.1% | 2,151 | +62% | |||
| 119 | $AMAT | APPLIED MATERIALS INC /DE | Technology | $714K | 0.1% | 1,180 | +45% | |||
| 120 | $CRWD | CrowdStrike Holdings, Inc. | Technology | $690K | 0.1% | 944 | +15% | |||
| 121 | $BAC | BANK OF AMERICA CORP /DE/ | Financials | $669K | 0.1% | 12K | +42% | |||
| 122 | — | FIRST TR EXCHANGE-TRADED ALP - COM SHS | — | $668K | 0.1% | 4,626 | -1% | |||
| 123 | $EMR | EMERSON ELECTRIC CO | Industrials | $667K | 0.1% | 4,660 | +4% | |||
| 124 | $INTC | INTEL CORP | Technology | $664K | 0.1% | 6,135 | New | |||
| 125 | $ADP | AUTOMATIC DATA PROCESSING INC | Technology | $647K | 0.1% | 2,868 | +19% | |||
| 126 | $ABBV | AbbVie Inc. | Healthcare | $623K | 0.1% | 2,607 | +54% | |||
| 127 | $GLDM | World Gold Trust | Financials | $607K | 0.1% | 7,640 | New | |||
| 128 | — | SPDR SERIES TRUST - ST STR SP500DIV | — | $607K | 0.1% | 13K | — | |||
| 129 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $601K | 0.1% | 2,624 | +13% | |||
| 130 | $AMGN | AMGEN INC | Healthcare | $588K | 0.1% | 1,644 | +14% | |||
| 131 | $GE | GENERAL ELECTRIC CO | Industrials | $586K | 0.1% | 1,633 | +42% | |||
| 132 | $MU CALL | MICRON TECHNOLOGY INC | Technology | $577K | — | 500 | New | |||
| 133 | $MRK | Merck & Co., Inc. | Healthcare | $567K | 0.1% | 4,578 | +31% | |||
| 134 | $ASML | ASML HOLDING NV | Technology | $551K | 0.1% | 289 | +54% | |||
| 135 | $NFLX | NETFLIX INC | Communication Services | $551K | 0.1% | 7,276 | +6% | |||
| 136 | $XYL | Xylem Inc. | Industrials | $544K | 0.1% | 4,601 | +3% | |||
| 137 | — | ISHARES INC - MSCI JAPAN ETF | — | $542K | 0.1% | 5,809 | -17% | |||
| 138 | — | CAPITAL GRP FIXED INCM ETF T - CORE PLUS INCM | — | $540K | 0.1% | 24K | +0.7% | |||
| 139 | $BRO | BROWN & BROWN, INC. | Financials | $531K | 0.1% | 8,235 | +2% | |||
| 140 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $508K | 0.1% | 3,464 | +2% | |||
| 141 | $GS CALL | GOLDMAN SACHS GROUP INC | Financials | $506K | — | 500 | — | |||
| 142 | $GEV | GE Vernova Inc. | Industrials | $505K | 0.1% | 479 | +37% | |||
| 143 | — | VANGUARD MUN BD FDS - TAX EXEMPT BD | — | $498K | 0.1% | 9,847 | -0.2% | |||
| 144 | — | ISHARES TR - MSCI ACWI ETF | — | $491K | 0.1% | 3,127 | +0.3% | |||
| 145 | $QCOM | QUALCOMM INC/DE | Technology | $490K | 0.1% | 2,826 | +59% | |||
| 146 | $SPGI | S&P Global Inc. | Financials | $487K | 0.1% | 1,197 | +6% | |||
| 147 | $PAYX | PAYCHEX INC | Technology | $478K | 0.1% | 4,839 | +25% | |||
| 148 | $PANW | Palo Alto Networks Inc | Technology | $478K | 0.1% | 1,463 | New | |||
| 149 | $SNDK | Sandisk Corp | Technology | $471K | 0.1% | 207 | New | |||
| 150 | $UNP | UNION PACIFIC CORP | Industrials | $464K | 0.1% | 1,751 | +14% |
What changed in Q2 2026
Against the previous quarter's 13F: 29 new, 137 added to, 38 trimmed, 11 sold out. Share-count changes; largest moves by dollar size first.
New positions (29)
$TFPMTriple Flag Precious Metals Corp.$749K
first bought this quarter
$INTCINTEL CORP$664K
first bought this quarter
$GLDMWorld Gold Trust$607K
first bought this quarter
$MUCALLMICRON TECHNOLOGY INC$577K
first bought this quarter
$PANWPalo Alto Networks Inc$478K
first bought this quarter
$SNDKSandisk Corp$471K
first bought this quarter
+23 more in the Excel export
Added to (137)
- VANGUARD WORLD FD - INF TECH ETF+485%
now $17.7M
$AAPLApple Inc.+25%
now $17.2M · held 7+ qtrs
$NVDANVIDIA CORP+37%
now $10.2M · held 7+ qtrs
$GOOGAlphabet Inc.+31%
now $10.3M · held 7+ qtrs
- VANGUARD INDEX FDS - GROWTH ETF+478%
now $2.7M
- ISHARES TR - U.S. TECH ETF+3%
now $61.8M
+131 more in the Excel export
Trimmed (38)
$IVZInvesco Ltd.-8%
now $27.1M · held 7+ qtrs
$AMDADVANCED MICRO DEVICES INC-25%
now $1.8M · held 7+ qtrs, 2 trims in a row
- ISHARES TR - MSCI ACWI EX US-8%
now $2.6M
$HONHONEYWELL INTERNATIONAL INC-43%
now $206K · held 7+ qtrs, 4 trims in a row
- CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT-4%
now $3.0M
- ISHARES INC - MSCI JAPAN ETF-17%
now $542K
+32 more in the Excel export
Holdings by quarter
Every 13F Atlas Legacy Advisors, LLC has filed, 6 earlier quarters. Pick one to see what it held then.
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Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Atlas Legacy Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
+0.2%
Value-weighted move of the 10 largest stock positions
Turnover
1%
Last quarter; 11% over the last 4
Top 10 weight
43%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
96%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Atlas Legacy Advisors, LLC disclosed 213 positions worth $677.5M in its Form 13F-HR for Q2 2026 — $675.5M in common stock plus $2.0M of put/call option positions (reported at underlying notional value, not premium at risk). During the quarter the fund opened 29 new positions and exited 11 — including a new stake in $TFPM and a full exit from $TSLA. The portfolio is most concentrated in Other (63.3% of disclosed assets). All figures are sourced directly from Atlas Legacy Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 2054111.
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AI-Powered Hedge Fund Analysis: Atlas Legacy Advisors, LLC
13F Pro is an AI hedge fund tracker and stock research platform. For Atlas Legacy Advisors, LLC (SEC CIK: 2054111), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Atlas Legacy Advisors, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.