Atlas Legacy Advisors, LLC

CIK 0002054111 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source

Atlas Legacy Advisors, LLC reported 213 positions worth $677.5M as of June 30, 2026 (13F filed July 31, 2026). Largest holding: IYW (9.1%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$677.5M
2026 Q2
Positions
213
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
42.6%
Est. Net Flow (Q)
2026 Q2
10 / 213 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IYWISHARES TRSH$61.8M9.13%246,172
2VOOVANGUARD INDEX FDSSH$43.7M6.44%63,587
3IVVISHARES TRSH$39.9M5.89%53,317
4QQQMINVESCO EXCH TRADED FD TR IISH$27.1M4.00%89,343
5EEMISHARES TRSH$26.5M3.91%387,507
6RWLINVESCO EXCH TRADED FD TR IISH$25.7M3.80%201,381
7VGTVANGUARD WORLD FDSH$17.7M2.61%147,000
8AAPLAPPLE INCSH$17.2M2.54%61,151
9IWRISHARES TRSH$16.4M2.43%149,304
10IEFAISHARES TRSH$12.4M1.83%128,198

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Atlas Legacy Advisors, LLC hold as of Q2 2026?

Atlas Legacy Advisors, LLC reported 213 positions worth $677.5M in its Q2 2026 13F filing. Largest positions: IYW (9.1%), VOO (6.4%), IVV (5.9%), QQQM (4.0%) and EEM (3.9%).

What did Atlas Legacy Advisors, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Atlas Legacy Advisors, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.