Atlas Legacy Advisors, LLC

Est. AUM

$549.6M

13F long equity, this entity only

Positions

300

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	S&P 500 ETF SHS	$37.4M	62660	6.81%	SOLE
2	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$23.1M	97388	4.21%	SOLE
3	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$22.8M	198206	4.14%	SOLE
4	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$10.8M	72813	1.96%	SOLE
5	STATE STR SPDR S&P 500 ETF T	TR UNIT	$9.8M	15082	1.78%	SOLE
6	INVESCO ACTIVELY MANAGED EXC	TOTAL RETURN	$7.7M	164321	1.40%	SOLE
7	ISHARES TR	CORE S&P MCP ETF	$7.6M	112087	1.38%	SOLE
8	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$7.0M	137888	1.27%	SOLE
9	VANGUARD WORLD FD	ESG US STK ETF	$5.3M	47595	0.97%	SOLE
10	ISHARES INC	MSCI EMRG CHN	$5.0M	63987	0.92%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$5.0M	15490	0.90%	SOLE
12	SPDR SERIES TRUST	STATE STREET SPD	$4.7M	177937	0.85%	SOLE
13	J P MORGAN EXCHANGE TRADED F	SMALL & MID CAP	$3.5M	52887	0.64%	SOLE
14	VANGUARD INDEX FDS	SMALL CP ETF	$3.5M	13307	0.63%	SOLE
15	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.9M	72664	0.53%	SOLE
16	VANGUARD INDEX FDS	REAL ESTATE ETF	$2.8M	31301	0.51%	SOLE
17	CAPITAL GROUP DIVIDEND VALUE	SHS CREATION UNI	$2.7M	63252	0.49%	SOLE
18	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$2.6M	47916	0.47%	SOLE
19	ISHARES TR	MSCI ACWI EX US	$2.6M	37506	0.47%	SOLE
20	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$2.4M	37196	0.43%	SOLE
21	VANGUARD INDEX FDS	GROWTH ETF	$2.3M	5343	0.42%	SOLE
22	ISHARES TR	CORE HIGH DV ETF	$2.2M	16087	0.40%	SOLE
23	BERKSHIRE HATHAWAY INC DEL	CL A	$2.2M	3	0.39%	SOLE
24	ISHARES TR	BROAD USD HIGH	$1.9M	52118	0.35%	SOLE
25	VANGUARD INDEX FDS	VALUE ETF	$1.7M	8849	0.32%	SOLE
26	INVESCO EXCH TRD SLF IDX FD	RUSL 1000 DYNM	$1.4M	23376	0.26%	SOLE
27	ISHARES TR	MSCI USA MIN VOL	$1.4M	14854	0.25%	SOLE
28	VANGUARD INDEX FDS	MID CAP ETF	$1.3M	4520	0.24%	SOLE
29	INMODE LTD	SHS	$1.3M	94749	0.24%	SOLE
30	GOLDMAN SACHS ETF TR	ACCES TREASURY	$1.3M	12765	0.23%	SOLE
31	INVESCO QQQ TR	UNIT SER 1	$1.2M	2146	0.23%	SOLE
32	INVESCO DB COMMDY INDX TRCK	UNIT	$1.2M	40720	0.21%	SOLE
33	ISHARES INC	CORE MSCI EMKT	$1.1M	15856	0.20%	SOLE
34	ROYAL BK CDA	COM	$1.0M	6467	0.19%	SOLE
35	SELECT SECTOR SPDR TR	STATE STREET COM	$1.0M	9373	0.19%	SOLE
36	MOTORCAR PTS AMER INC	COM	$1.0M	93443	0.19%	SOLE
37	ISHARES TR	US SML CAP EQT	$990K	13119	0.18%	SOLE
38	ISHARES INC	MSCI EMERG MRKT	$907K	14019	0.17%	SOLE
39	INVESCO EXCH TRADED FD TR II	CALIF AMT MUN	$894K	37451	0.16%	SOLE
40	INVESCO EXCH TRADED FD TR II	S&P EMRNG MKTS	$893K	31815	0.16%	SOLE
41	INVESCO EXCH TRADED FD TR II	RAFI DVLPD MRKTS	$870K	12444	0.16%	SOLE
42	VANGUARD WORLD FD	INF TECH ETF	$788K	7512	0.14%	OTR
43	VANGUARD INDEX FDS	SML CP GRW ETF	$770K	2547	0.14%	SOLE
44	ISHARES TR	U S EQUITY FACTR	$705K	10675	0.13%	SOLE
45	STRYKER CORPORATION	COM	$703K	2139	0.13%	SOLE
46	STATE STR SPDR DOW JONES IND	UT SER 1	$688K	1486	0.13%	SOLE
47	ISHARES INC	MSCI JAPAN ETF	$590K	6991	0.11%	SOLE
48	SPDR SERIES TRUST	STATE STREET SPD	$579K	12713	0.11%	SOLE
49	BROADRIDGE FINL SOLUTIONS IN	COM	$574K	3534	0.10%	SOLE
50	TESLA INCCALL	CALL	$558K	1500	0.10%	SOLE

1–50 of 195

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.