Atlas Legacy Advisors, LLC
CIK 0002054111 · LOS ANGELES, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-31 · Open the SEC source ↗
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
Top Holdings
IYW
ISHARES TR
9.1%
VOO
VANGUARD INDEX FDS
6.4%
IVV
ISHARES TR
5.9%
QQQM
INVESCO EXCH TRADED FD TR II
4.0%
EEM
ISHARES TR
3.9%
RWL
INVESCO EXCH TRADED FD TR II
3.8%
VGT
VANGUARD WORLD FD
2.6%
AAPL
APPLE INC
2.5%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.