Q2 2026 13F · SEC CIK 2054111

Atlas Legacy Advisors, LLC

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $675.5M
Reported positions: 208
Holdings vs S&P 500, 3 yrs: —
Assets under management: $715.0M

Atlas Legacy Advisors, LLC is a wealth manager that reported 208 positions worth $675.5M in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Ishares Tr (IYW, 9.2%), Vanguard Index Fds (VOO, 6.5%), Ishares Tr (IVV, 5.9%).

Atlas Legacy Advisors, LLC holdings largest 50 of 208 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 Legacy Advisors, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
IYWIshares Tr	9.2%	7.9%	246,172	+3.4%	$61.8M
VOOVanguard Index Fds	6.5%	6.8%	63,587	+1.5%	$43.7M
IVVIshares Tr	5.9%	6.1%	53,317	+4.1%	$39.9M
QQQMInvesco Exch Traded Fd Tr II	4.0%	4.2%	89,343	-8.3%	$27.1M
EEMIshares Tr	3.9%	3.9%	387,507	+3.9%	$26.5M
RWLInvesco Exch Traded Fd Tr II	3.8%	4.2%	201,381	+1.6%	$25.7M
VGTVanguard World Fd	2.6%	2.4%	147,000	+485.2%	$17.7M
AAPLApple Inc	2.5%	2.3%	61,151	+25.3%	$17.2M
IWRIshares Tr	2.4%	2.6%	149,304	+1.6%	$16.4M
IEFAIshares Tr	1.8%	2.1%	128,198	+3.0%	$12.4M
VHTVanguard World Fd	1.8%	2.0%	40,787	+2.2%	$12.2M
SPYState Str Spdr S&p 500 ETF T	1.7%	1.8%	15,593	+3.4%	$11.6M
VYMVanguard Whitehall Fds	1.7%	2.0%	72,780	-0.0%	$11.5M
CMFIshares Tr	1.7%	2.1%	198,228	-0.0%	$11.4M
RSPInvesco Exchange Traded Fd T	1.7%	1.8%	53,336	+1.2%	$11.3M
GOOGAlphabet Inc	1.5%	1.2%	29,740	+31.2%	$10.3M
NVDANvidia Corporation	1.5%	1.2%	52,680	+36.7%	$10.2M
XMMOInvesco Exchange Traded Fd T	1.5%	1.6%	59,242	+1.4%	$10.1M
MSFTMicrosoft Corp	1.4%	1.3%	24,770	+25.0%	$9.7M
IJHIshares Tr	1.3%	1.4%	113,600	+1.3%	$8.8M
IJRIshares Tr	1.3%	1.3%	58,894	+2.3%	$8.7M
ESGUIshares Tr	1.2%	1.2%	50,505	+5.1%	$8.3M
46090A804Invesco Actively Managed Exc	1.2%	1.4%	169,600	+3.2%	$7.9M
PXHInvesco Exch Traded Fd Tr II	1.1%	1.3%	268,027	+5.5%	$7.5M
AMZNAmazon Com Inc	1.1%	0.9%	30,310	+32.7%	$7.2M
JPSTJ P Morgan Exchange Traded F	1.1%	1.3%	141,635	+2.7%	$7.2M
EMXCIshares Inc	1.0%	0.9%	63,959	-0.0%	$6.5M
ESGVVanguard World Fd	0.9%	1.0%	47,899	+0.6%	$6.3M
EFAIshares Tr	0.9%	0.8%	58,268	+23.2%	$6.0M
JPMJpmorgan Chase & Co	0.9%	0.8%	18,422	+24.9%	$5.9M
VTIVanguard Index Fds	0.8%	0.9%	15,406	-0.5%	$5.7M
XLKSelect Sector Spdr Tr	0.8%	0.6%	28,572	+20.5%	$5.4M
IXUSIshares Tr	0.8%	0.9%	55,769	+0.7%	$5.3M
TSLATesla Inc	0.7%	0.7%	11,836	+14.6%	$5.0M
IVOOVanguard Admiral Fds Inc	0.7%	0.7%	37,075	+4.4%	$4.8M
SPTLSpdr Series Trust	0.7%	0.9%	180,147	+1.2%	$4.7M
ALLAllstate Corp	0.7%	0.6%	20,050	+30.8%	$4.6M
CGGRCapital Group Growth ETF	0.7%	0.5%	95,121	+30.9%	$4.5M
GOOGLAlphabet Inc	0.7%	0.5%	12,658	+30.8%	$4.4M
VXUSVanguard Star Fds	0.6%	0.7%	50,413	+0.5%	$4.3M
JMEEJ P Morgan Exchange Traded F	0.6%	0.6%	54,691	+3.4%	$4.3M
VBVanguard Index Fds	0.6%	0.6%	13,249	-0.4%	$4.0M
VNQVanguard Index Fds	0.4%	0.5%	31,306	+0.0%	$3.0M
CGDVCapital Group Dividend Value	0.4%	0.5%	60,674	-4.1%	$3.0M
VWOVanguard Intl Equity Index F	0.4%	0.5%	49,548	+3.4%	$3.0M
VEAVanguard Ftse Developed Markets Index Fu	0.4%	0.4%	39,655	+6.6%	$2.8M
AVGOBroadcom Inc	0.4%	—	7,644	—	$2.8M
FVDFirst Tr Exchange-Traded Fd	0.4%	0.5%	56,935	-0.4%	$2.7M
MSMorgan Stanley	0.4%	—	13,807	—	$2.7M
VUGVanguard Index Fds	0.4%	0.4%	30,857	+477.5%	$2.7M

What Atlas Legacy Advisors, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

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: +25.3% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Quarter	13F value	Positions
Q2 2026	$675.5M	208
Q1 2026	$547.3M	189
Q4 2025	$569.6M	183
Q3 2025	$517.9M	197
Q2 2025	$453.9M	174
Q1 2025	$393.6M	176
Q4 2024	$412.8M	173

Questions about Atlas Legacy Advisors, LLC's portfolio

What stocks does Atlas Legacy Advisors, LLC own?

Atlas Legacy Advisors, LLC's latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 208 positions worth $675.5M. The largest are Ishares Tr (IYW) at 9.2%, Vanguard Index Fds (VOO) at 6.5%, Ishares Tr (IVV) at 5.9%, Invesco Exch Traded Fd Tr II (QQQM) at 4.0% and Ishares Tr (EEM) at 3.9%.

What did Atlas Legacy Advisors, LLC buy last quarter?

In Q2 2026, Atlas Legacy Advisors, LLC added Vanguard World Fd (VGT) (+485.2% shares), Vanguard Index Fds (VUG) (+477.5% shares) and Nvidia Corporation (NVDA) (+36.7% shares), compared with its Q1 2026 filing.

What did Atlas Legacy Advisors, LLC sell last quarter?

In Q2 2026, Atlas Legacy Advisors, LLC cut from its top 50 Ishares Tr (ACWX), cut from its top 50 Ishares Tr (HDV) and Invesco Exch Traded Fd Tr II (QQQM) (-8.3% shares), compared with its Q1 2026 filing.

When is Atlas Legacy Advisors, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Atlas Legacy Advisors, LLC'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 Legacy Advisors, LLC manage?

Atlas Legacy Advisors, LLC reported $715.0M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $675.5M.