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Q2 2026 13F · SEC CIK 1434165

Atlas Capital Advisors Inc.

Wealth managerFiled 2026-08-13 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value
$914.1M
Reported positions
1,049
Top holdings a year, 3 yrs
+15.8%
Assets under management
$1.1B

Atlas Capital Advisors Inc. is a wealth manager that reported 1,049 positions worth $914.1M in its Q2 2026 13F, filed 2026-08-13. Its largest holdings were Vanguard Intl Equity Index F (VGK, 4.7%), State Street Technology Select Sector Sp (XLK, 2.5%), Ishares Inc (EMXC, 2.2%). A portfolio copying its top holdings returned 15.8% a year over the last 3 years, against 20.4% for the S&P 500.

Atlas Capital Advisors Inc. holdings largest 50 of 1,049 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Atlas Capital Advisors Inc. 13F holdings
Stock% of 13F valueShare changeReported value
VGKVanguard Intl Equity Index F4.7%+4.1%$43.4M
XLKState Street Technology Select Sector Sp2.5%+4.6%$23.0M
EMXCIshares Inc2.2%+8.5%$20.1M
SPEMState Street Spdr Portfolio Emerging Mar2.1%+2.4%$18.9M
IMTMIshares Tr1.9%+26.4%$17.3M
VPLVanguard Ftse Pacific ETF1.4%-1.2%$12.7M
VOEVanguard Index Fds1.4%+11.6%$12.6M
AAPLApple Inc1.3%-37.4%$12.2M
FTECFidelity Covington Trust1.3%-2.2%$12.1M
BBAXJPM Betabuld DV Asia Pcifc ETF IV1.3%+8.0%$12.0M
VGTVanguard Info Tech1.3%+651.1%$12.0M
VBRVanguard Small Cap Value ETF1.3%+21.5%$11.9M
IVLUIshares Tr1.2%-0.6%$11.2M
BBCAJPMorgan BetaBuilders Canada ET1.2%+1.5%$11.2M
RYTInvesco S&p 500 Equal Weight Technology1.2%+18.5%$11.0M
SPYSpdr S&p 500 ETF Tr1.2%+14.5%$10.5M
BILSPDR Brcy1-3 Ser1.1%+41.9%$10.1M
SPDWSPDR Portfolio Developed World1.1%+1.0%$10.1M
XLFSelect Sector Spdr Tr1.1%+2.0%$10.1M
VSSVanguard Intl Equity Index F1.1%-13.0%$10.0M
XLISelect Sector Spdr Tr1.1%-5.9%$9.8M
VTIPVanguard Malvern Fds1.1%+21.2%$9.6M
AMATApplied Matls Inc1.0%—$9.4M
SCHCSchwab Strategic Tr1.0%+0.2%$9.3M
MUMicron Technology Inc1.0%-40.4%$9.0M
VTVanguard Total World Stock Index Fund Et1.0%+1.1%$8.7M
MTUMIshares Msci USA Momentum Factor ETF0.9%-2.2%$8.6M
XLCSelect Sector Spdr Tr0.9%-6.1%$8.3M
VHTVanguard Health Care ETF0.9%-17.8%$7.8M
FLJPFranklin Templeton ETF Tr0.8%+0.1%$7.8M
VFHVanguard Financials ETF0.8%-2.6%$7.7M
EFVIshares Tr0.8%-2.2%$7.7M
VOXVanguard World Fd0.8%-6.5%$7.0M
VTIVanguard Index Fds0.7%-0.1%$6.8M
IVVIshares Core S&p 500 ETF0.7%+0.0%$6.6M
VTVVanguard Value ETF0.7%+0.7%$6.6M
WDCWestern Digital Corp0.7%—$6.6M
GOOGLAlphabet Inc0.7%-54.9%$6.4M
DELLDell Technologies Inc0.7%—$6.4M
KLACKla Corp0.7%—$6.3M
VWOVanguard Intl Equity Index F0.7%+1.6%$6.1M
STXSeagate Technology Hldngs Pl0.6%—$5.9M
BRK-BBerkshire Hathaway Inc Del0.6%+5.5%$5.8M
NVDANvidia Corporation Com0.6%—$5.6M
AMZNAmazon Com Inc Com0.6%-50.7%$5.4M
FLEXFlex Ltd0.6%—$5.3M
LRCXLam Research Corp0.6%—$5.3M
GOOGAlphabet Inc0.6%-53.2%$5.3M
VOOVanguard S&p 500 ETF0.6%-0.1%$5.1M
FSTAFidelity Msci Consumer Staples Index ETF0.6%+10.1%$5.1M

What Atlas Capital Advisors Inc. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year
+15.6% /yr
S&P 500 +20.1%
3 years
+15.8% /yr
S&P 500 +20.4%
5 years
+7.3% /yr
S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter13F valuePositions
Q2 2026$914.1M1,049
Q1 2026$874.6M988
Q4 2025$898.1M971
Q2 2025$818.7M922
Q1 2025$800.5M981
Q4 2024$787.8M924
Q3 2024$656.1M902
Q2 2024$770.1M891
Q1 2024$640.3M890
Q4 2023$690.7M894
Q3 2023$607.4M871
Q2 2023$659.8M890

Questions about Atlas Capital Advisors Inc.'s portfolio

What stocks does Atlas Capital Advisors Inc. own?

Atlas Capital Advisors Inc.'s latest 13F, for Q2 2026 and filed Aug 13, 2026, lists 1,049 positions worth $914.1M. The largest are Vanguard Intl Equity Index F (VGK) at 4.7%, State Street Technology Select Sector Sp (XLK) at 2.5%, Ishares Inc (EMXC) at 2.2%, State Street Spdr Portfolio Emerging Mar (SPEM) at 2.1% and Ishares Tr (IMTM) at 1.9%.

What did Atlas Capital Advisors Inc. buy last quarter?

In Q2 2026, Atlas Capital Advisors Inc. added Vanguard Info Tech (VGT) (+651.1% shares), SPDR Brcy1-3 Ser (BIL) (+41.9% shares) and Ishares Tr (IMTM) (+26.4% shares), compared with its Q1 2026 filing.

What did Atlas Capital Advisors Inc. sell last quarter?

In Q2 2026, Atlas Capital Advisors Inc. cut from its top 50 Procter & Gamble Co Com (PG), cut from its top 50 Palomar Hldgs Inc (PLMR), cut from its top 50 Microsoft Corp (MSFT), cut from its top 50 Visa Inc Com Cl A (V), cut from its top 50 Vanguard Intermediate Treasury ETF (VGIT), Alphabet Inc (GOOGL) (-54.9% shares), Alphabet Inc (GOOG) (-53.2% shares) and Amazon Com Inc Com (AMZN) (-50.7% shares), compared with its Q1 2026 filing.

How has Atlas Capital Advisors Inc.'s portfolio performed?

A portfolio copying Atlas Capital Advisors Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +15.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.6% against +20.1%. Over 5 years: +7.3% a year against +11.6%.

When is Atlas Capital Advisors Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Atlas Capital Advisors Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Atlas Capital Advisors Inc. manage?

Atlas Capital Advisors Inc. reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $914.1M.