Atlas Legacy Advisors, Llc Portfolio Stock Holdings
Atlas Legacy Advisors, Llc disclosed 189 stock positions valued at approximately $547.3 million in its latest SEC 13F filing. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and ISHARES TR. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 189
- Portfolio Value
- $547.3M
Holdings by Sector
Atlas Legacy Advisors, Llc Portfolio Holdings in Q1 2026
187 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IYW | Other | 7.91% | 238,125 | -159 | -0.07% | $43,297,920 |
| VANGUARD INDEX FDS | VOO | Other | 6.84% | 62,660 | -3,679 | -5.55% | $37,442,162 |
| ISHARES TR | IVV | Other | 6.12% | 51,232 | -2,471 | -4.60% | $33,485,727 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 4.23% | 97,388 | +5,695 | +6.21% | $23,141,337 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 4.16% | 198,206 | +15,313 | +8.37% | $22,775,851 |
| ISHARES TR | EEM | Other | 3.87% | 373,089 | +197,709 | +112.73% | $21,199,428 |
| ISHARES TR | IWR | Other | 2.61% | 147,016 | +3,349 | +2.33% | $14,301,086 |
| VANGUARD WORLD FD | VGT | Other | 2.39% | 25,120 | +8,229 | +48.72% | $13,073,746 |
| APPLE INC | AAPL | Technology | 2.27% | 48,795 | -12,629 | -20.56% | $12,410,295 |
| ISHARES TR | IEFA | Other | 2.06% | 124,498 | -352 | -0.28% | $11,277,330 |
| ISHARES TR | CMF | Other | 2.06% | 198,262 | -14,785 | -6.94% | $11,273,422 |
| VANGUARD WORLD FD | VHT | Other | 1.99% | 39,913 | -116 | -0.29% | $10,869,244 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.97% | 72,813 | +2,063 | +2.92% | $10,783,605 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.85% | 52,728 | +966 | +1.87% | $10,122,455 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.79% | 15,082 | +5,552 | +58.26% | $9,808,428 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 1.55% | 58,431 | +1,649 | +2.90% | $8,483,084 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 1.41% | 164,321 | +14,537 | +9.71% | $7,695,152 |
| ISHARES TR | IJH | Other | 1.38% | 112,087 | -1,054 | -0.93% | $7,569,235 |
| MICROSOFT CORP | MSFT | Technology | 1.34% | 19,813 | -4,655 | -19.02% | $7,359,247 |
| ISHARES TR | IJR | Other | 1.31% | 57,543 | +3,727 | +6.93% | $7,161,507 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.28% | 137,888 | +16,431 | +13.53% | $6,978,512 |
| INVESCO EXCH TRADED FD TR II | PXH | Other | 1.25% | 254,086 | +30,582 | +13.68% | $6,854,583 |
| ISHARES TR | ESGU | Other | 1.24% | 48,044 | +901 | +1.91% | $6,808,843 |
| NVIDIA CORPORATION | NVDA | Technology | 1.24% | 38,528 | -11,620 | -23.17% | $6,766,167 |
| ALPHABET INC | GOOG | Communication Services | 1.19% | 22,660 | -10,713 | -32.10% | $6,528,082 |
| VANGUARD WORLD FD | ESGV | Other | 0.98% | 47,595 | +388 | +0.82% | $5,343,491 |
| ISHARES INC | EMXC | Other | 0.92% | 63,987 | +1,272 | +2.03% | $5,033,217 |
| VANGUARD INDEX FDS | VTI | Other | 0.91% | 15,490 | +1,507 | +10.78% | $4,969,072 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.88% | 22,848 | -10,116 | -30.69% | $4,804,666 |
| ISHARES TR | IXUS | Other | 0.88% | 55,376 | +1,232 | +2.28% | $4,800,263 |
| SPDR SERIES TRUST | SPTL | Other | 0.86% | 177,937 | +18,319 | +11.48% | $4,679,743 |
| ISHARES TR | EFA | Other | 0.84% | 47,281 | +5,670 | +13.63% | $4,600,273 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.79% | 14,752 | -3,277 | -18.18% | $4,341,458 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 0.74% | 35,516 | +519 | +1.48% | $4,064,622 |
| VANGUARD STAR FDS | VXUS | Other | 0.71% | 50,163 | +1,624 | +3.35% | $3,869,437 |
| TESLA INC | TSLA | Consumer Cyclical | 0.70% | 10,331 | -1,613 | -13.50% | $3,844,141 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 0.65% | 52,887 | +1,268 | +2.46% | $3,531,265 |
| VANGUARD INDEX FDS | VB | Other | 0.64% | 13,307 | -73 | -0.55% | $3,485,369 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.59% | 23,715 | +1,645 | +7.45% | $3,221,713 |
| ALLSTATE CORP | ALL | Financial Services | 0.58% | 15,333 | -5,338 | -25.82% | $3,179,257 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.53% | 72,664 | +2,488 | +3.55% | $2,921,662 |
| ALPHABET INC | GOOGL | Communication Services | 0.52% | 9,675 | -1,638 | -14.48% | $2,820,324 |
| VANGUARD INDEX FDS | VNQ | Other | 0.51% | 31,301 | +2 | +0.01% | $2,776,399 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.49% | 63,252 | +14,989 | +31.06% | $2,689,822 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.49% | 57,192 | -69,103 | -54.72% | $2,689,795 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.47% | 47,916 | +1,043 | +2.23% | $2,589,860 |
| ISHARES TR | ACWX | Other | 0.47% | 37,506 | +10,713 | +39.98% | $2,568,036 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.44% | 37,196 | -46 | -0.12% | $2,383,520 |
| VANGUARD INDEX FDS | VUG | Other | 0.43% | 5,343 | +226 | +4.42% | $2,333,769 |
| ISHARES TR | HDV | Other | 0.40% | 16,087 | -187 | -1.15% | $2,183,328 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.39% | 3 | - | - | $2,154,420 |
| ISHARES TR | USHY | Other | 0.35% | 52,118 | +5,157 | +10.98% | $1,920,027 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 0.34% | 63,305 | +2,645 | +4.36% | $1,867,051 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.34% | 3,888 | -267 | -6.43% | $1,860,876 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.33% | 12,389 | -381 | -2.98% | $1,812,203 |
| META PLATFORMS INC | META | Communication Services | 0.32% | 3,065 | -1,460 | -32.27% | $1,759,129 |
| VANGUARD INDEX FDS | VTV | Other | 0.32% | 8,849 | -982 | -9.99% | $1,736,174 |
| ISHARES TR | IWN | Other | 0.30% | 8,753 | +119 | +1.38% | $1,661,806 |
| BROADCOM INC | AVGO | Technology | 0.30% | 5,185 | -2,169 | -29.49% | $1,640,544 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.30% | 1,633 | -208 | -11.30% | $1,627,317 |
| ISHARES TR | DVY | Other | 0.28% | 9,951 | +2,483 | +33.25% | $1,512,094 |
| INVESCO EXCH TRADED FD TR II | SPHD | Other | 0.27% | 30,292 | +593 | +2.00% | $1,502,833 |
| CENCORA INC | COR | Healthcare | 0.26% | 4,593 | -724 | -13.62% | $1,442,803 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 0.26% | 23,376 | -4,384 | -15.79% | $1,405,365 |
| WW GRAINGER INC | GWW | Industrials | 0.26% | 1,288 | -178 | -12.14% | $1,405,014 |
| ISHARES TR | USMV | Other | 0.25% | 14,854 | +680 | +4.80% | $1,377,560 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.25% | 4,138 | +828 | +25.02% | $1,360,773 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.24% | 21,663 | +1,871 | +9.45% | $1,323,577 |
| VANGUARD INDEX FDS | VO | Other | 0.24% | 4,520 | +282 | +6.65% | $1,298,054 |
| INMODE LTD | M5425M103 | Other | 0.24% | 94,749 | +23,054 | +32.16% | $1,296,629 |
| WALMART INC | WMT | Consumer Defensive | 0.24% | 10,364 | -2,024 | -16.34% | $1,289,024 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.23% | 12,765 | -12,617 | -49.71% | $1,278,886 |
| MORGAN STANLEY | MS | Financial Services | 0.23% | 7,647 | -8,747 | -53.35% | $1,259,029 |
| INVESCO QQQ TR | QQQ | Other | 0.23% | 2,146 | +114 | +5.61% | $1,238,628 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 0.22% | 35,550 | +1,109 | +3.22% | $1,203,710 |
| LINDE PLC | LIN | Other | 0.22% | 2,378 | -145 | -5.75% | $1,178,897 |
| INVESCO DB COMMDY INDX TRCK | DBC | Other | 0.22% | 40,720 | -1,528 | -3.62% | $1,178,844 |
| ANALOG DEVICES INC | ADI | Technology | 0.22% | 3,700 | -258 | -6.52% | $1,177,591 |
| ISHARES INC | IEMG | Other | 0.20% | 15,856 | +1,111 | +7.53% | $1,105,956 |
| ARK ETF TR | ARKK | Other | 0.20% | 15,416 | +3,727 | +31.88% | $1,080,920 |
| ELI LILLY & CO | LLY | Healthcare | 0.19% | 1,145 | -401 | -25.94% | $1,054,870 |
| ROYAL BK CDA | RY | Financial Services | 0.19% | 6,467 | +3,061 | +89.87% | $1,046,231 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.19% | 9,373 | +1,194 | +14.60% | $1,039,091 |
| MOTORCAR PTS AMER INC | MPAA | Consumer Cyclical | 0.19% | 93,443 | - | - | $1,033,480 |
| EXXON MOBIL CORP | XOM | Energy | 0.19% | 6,065 | -1,916 | -24.01% | $1,025,650 |
| ORACLE CORP | ORCL | Technology | 0.19% | 6,938 | +2,260 | +48.31% | $1,021,943 |
| AFLAC INC | AFL | Financial Services | 0.19% | 9,269 | -1,419 | -13.28% | $1,016,964 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.18% | 4,657 | +312 | +7.18% | $1,006,571 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.18% | 1,184 | -111 | -8.57% | $1,002,511 |
| ISHARES TR | SMLF | Other | 0.18% | 13,119 | +585 | +4.67% | $990,353 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.18% | 4,811 | -934 | -16.26% | $988,922 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.18% | 1,975 | -811 | -29.11% | $986,899 |
| CHUBB LTD SWITZ | CB | Financial Services | 0.18% | 2,965 | -551 | -15.67% | $966,367 |
| PHILLIPS 66 | PSX | Energy | 0.17% | 5,190 | -314 | -5.70% | $945,432 |
| CHEVRON CORPORATION | CVX | Energy | 0.17% | 4,459 | -558 | -11.12% | $921,954 |
| ISHARES INC | EEMV | Other | 0.17% | 14,019 | -204 | -1.43% | $907,450 |
| INVESCO EXCH TRADED FD TR II | PWZ | Other | 0.16% | 37,451 | +33 | +0.09% | $893,955 |
| INVESCO EXCH TRADED FD TR II | EELV | Other | 0.16% | 31,815 | +2,247 | +7.60% | $893,365 |
| INVESCO EXCH TRADED FD TR II | PXF | Other | 0.16% | 12,444 | +297 | +2.45% | $869,836 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.15% | 2,699 | -155 | -5.43% | $838,609 |