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Atlas Legacy Advisors, LLC — 13F Holdings & Portfolio

CIK 2054111 · latest 13F-HR filed 2026-07-31

Backtest portfolio

Atlas Legacy Advisors, LLC manages $677.5M in 13F-reported U.S. long-equity assets across 319 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are IYW (8.99%), VOO (6.44%), IVV (5.83%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 27 new positions, exited 8, added to 135, and trimmed 16.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
1999 AVENUE OF THE STARS, SUITE 3350
LOS ANGELES, CA 90067
Phone
(805) 217-3055
Filing Manager
Atlas Legacy Advisors, LLC
LOS ANGELES, CA
Signatory
BRYAN MOLINAR
CHIEF COMPLIANCE OFFICER
Loading holdings…
AUM

$677.5M

Long-equity book

Holdings

319

Distinct positions

Period

2026-06-30

Filed 2026-07-31

Q/Q Activity

+27 / −8 / ↑135 / ↓16

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ISHARES TR$18.5M +42.8%
  • ISHARES TR$6.4M +19.1%
  • VANGUARD INDEX FDS$6.2M +16.6%
  • ISHARES TR$5.3M +25.0%
  • APPLE INC$4.8M +38.7%
Show all 135 →

Top Trims

  • ISHARES TR-$407.7K -18.7%
  • PALANTIR TECHNOLOGIES INC-$217.4K -12.0%
  • INTERCONTINENTAL EXCHANGE IN-$159.8K -26.4%
  • GOLDMAN SACHS ETF TR-$149.9K -11.7%
  • BROADRIDGE FINL SOLUTIONS IN-$132.4K -23.1%
Show all 16 →

New Positions

  • TRIPLE FLAG PRECIOUS METAL$749.2K
  • INTEL CORP$663.9K
  • WORLD GOLD TR$606.8K
  • S&P GLOBAL INC$487.5K
  • PALO ALTO NETWORKS INC$477.9K
Show all 27 →

Exited Positions

  • S&P GLOBAL INC$479.8K
  • HONEYWELL INTL INC$363.0K
  • LOCKHEED MARTIN CORP$261.1K
  • ACCENTURE PLC IRELAND$255.2K
  • CMS ENERGY CORP$216.6K
Show all 8 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 ISHARES TR IYW 464287721 $60.9M 8.99% 241,558 SH
2 VANGUARD INDEX FDS VOO 922908363 $43.7M 6.44% 63,587 SH
3 ISHARES TR IVV 464287200 $39.5M 5.83% 52,760 SH
4 INVESCO EXCH TRADED FD TR II QQQM 46138G649 $27.1M 4.00% 89,343 SH
5 ISHARES TR EEM 464287234 $26.5M 3.91% 387,507 SH
6 INVESCO EXCH TRADED FD TR II RWL 46138G698 $25.7M 3.80% 201,381 SH
7 VANGUARD WORLD FD VGT 92204A702 $17.6M 2.59% 146,854 SH
8 ISHARES TR IWR 464287499 $16.3M 2.40% 147,392 SH
9 APPLE INC AAPL 037833100 $14.4M 2.13% 49,789 SH
10 ISHARES TR IEFA 46432F842 $12.4M 1.83% 128,198 SH
11 VANGUARD WORLD FD VHT 92204A504 $12.0M 1.76% 39,976 SH
12 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $11.6M 1.72% 15,593 SH
13 VANGUARD WHITEHALL FDS VYM 921946406 $11.5M 1.70% 72,780 SH
14 ISHARES TR CMF 464288356 $11.4M 1.69% 198,228 SH
15 INVESCO EXCHANGE TRADED FD T RSP 46137V357 $11.3M 1.67% 53,336 SH
16 INVESCO EXCHANGE TRADED FD T XMMO 46137V464 $10.1M 1.49% 59,242 SH
17 ISHARES TR IJH 464287507 $8.8M 1.29% 113,600 SH
18 ISHARES TR IJR 464287804 $8.7M 1.29% 58,894 SH
19 ISHARES TR ESGU 46435G425 $8.1M 1.20% 49,692 SH
20 INVESCO ACTIVELY MANAGED EXC GTO 46090A804 $7.9M 1.17% 169,600 SH
21 ALPHABET INC GOOG 02079K107 $7.9M 1.17% 22,398 SH
22 NVIDIA CORPORATION NVDA 67066G104 $7.7M 1.13% 38,300 SH
23 INVESCO EXCH TRADED FD TR II PXH 46138E727 $7.5M 1.10% 268,027 SH
24 MICROSOFT CORP MSFT 594918104 $7.2M 1.07% 19,390 SH
25 J P MORGAN EXCHANGE TRADED F JPST 46641Q837 $7.2M 1.06% 141,635 SH
26 ISHARES INC EMXC 46434G764 $6.5M 0.97% 63,959 SH
27 VANGUARD WORLD FD ESGV 921910733 $6.2M 0.92% 47,122 SH
28 ISHARES TR EFA 464287465 $6.0M 0.89% 58,268 SH
29 VANGUARD INDEX FDS VTI 922908769 $5.7M 0.84% 15,406 SH
30 ISHARES TR IXUS 46432F834 $5.3M 0.79% 55,769 SH
31 AMAZON COM INC AMZN 023135106 $5.3M 0.78% 22,298 SH
32 SELECT SECTOR SPDR TR XLK 81369Y803 $5.3M 0.78% 27,806 SH
33 JPMORGAN CHASE & CO JPM 46625H100 $4.8M 0.71% 14,792 SH
34 VANGUARD ADMIRAL FDS INC IVOO 921932885 $4.8M 0.70% 36,473 SH
35 SPDR SERIES TRUST SPTL 78464A664 $4.7M 0.70% 180,147 SH
36 CAPITAL GROUP GROWTH ETF CGGR 14020G101 $4.5M 0.66% 95,121 SH
37 VANGUARD STAR FDS VXUS 921909768 $4.3M 0.64% 50,413 SH
38 J P MORGAN EXCHANGE TRADED F JMEE 46641Q118 $4.3M 0.63% 54,691 SH
39 TESLA INC TSLA 88160R101 $4.2M 0.62% 10,016 SH
40 VANGUARD INDEX FDS VB 922908751 $4.0M 0.59% 13,249 SH
41 ALLSTATE CORP ALL 020002101 $3.6M 0.54% 15,248 SH
42 ALPHABET INC GOOGL 02079K305 $3.4M 0.50% 9,489 SH
43 VANGUARD INDEX FDS VNQ 922908553 $3.0M 0.45% 31,306 SH
44 CAPITAL GROUP DIVIDEND VALUE CGDV 14020W106 $3.0M 0.44% 60,674 SH
45 VANGUARD INTL EQUITY INDEX F VWO 922042858 $3.0M 0.44% 49,548 SH
46 VANGUARD TAX-MANAGED FDS VEA 921943858 $2.8M 0.42% 39,655 SH
47 APPLE INC AAPL 037833100 $2.8M 0.41% 11,362 SH
48 FIRST TR EXCHANGE-TRADED FD FVD 33734H106 $2.7M 0.40% 56,935 SH
49 VANGUARD INDEX FDS VUG 922908736 $2.7M 0.39% 30,857 SH
50 ISHARES TR ACWX 464288240 $2.6M 0.39% 34,577 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-31 $677.5M 319 0002054111-26-000004
2026-03-31 2026-05-11 $549.6M 300 0002054111-26-000003
2025-12-31 2026-01-29 $571.1M 283 0002054111-26-000001
2025-09-30 2025-10-30 $518.6M 307 0002054111-25-000006