Atlas Legacy Advisors, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Atlas Legacy Advisors, Llc disclosed 203 stock positions valued at approximately $675.53M as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and ISHARES TR.
- Report Period
- June 30, 2026
- No. of Stocks
- 203
- Portfolio Value
- $675.53M
Holdings by Sector
Atlas Legacy Advisors, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IYW | Other | 9.15% | 246,172 | +8,047 | +3.38% | $61,826,566 |
| VANGUARD INDEX FDS | VOO | Other | 6.46% | 63,587 | +927 | +1.48% | $43,666,958 |
| ISHARES TR | IVV | Other | 5.90% | 53,317 | +2,085 | +4.07% | $39,885,328 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 4.01% | 89,343 | -8,045 | -8.26% | $27,068,249 |
| ISHARES TR | EEM | Other | 3.92% | 387,507 | +14,418 | +3.86% | $26,509,354 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 3.81% | 201,381 | +3,175 | +1.60% | $25,728,437 |
| VANGUARD WORLD FD | VGT | Other | 2.62% | 147,000 | +121,880 | +485.19% | $17,670,733 |
| APPLE INC | AAPL | Technology | 2.55% | 61,151 | +12,356 | +25.32% | $17,209,950 |
| ISHARES TR | IWR | Other | 2.43% | 149,304 | +2,288 | +1.56% | $16,445,555 |
| ISHARES TR | IEFA | Other | 1.83% | 128,198 | +3,700 | +2.97% | $12,381,363 |
| VANGUARD WORLD FD | VHT | Other | 1.80% | 40,787 | +874 | +2.19% | $12,187,895 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.72% | 15,593 | +511 | +3.39% | $11,644,385 |
| VANGUARD WHITEHALL FDS | VYM | Other | 1.70% | 72,780 | -33 | -0.05% | $11,501,423 |
| ISHARES TR | CMF | Other | 1.69% | 198,228 | -34 | -0.02% | $11,425,862 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 1.68% | 53,336 | +608 | +1.15% | $11,348,301 |
| ALPHABET INC | GOOG | Communication Services | 1.52% | 29,740 | +7,080 | +31.24% | $10,279,184 |
| NVIDIA CORPORATION | NVDA | Technology | 1.51% | 52,680 | +14,152 | +36.73% | $10,224,094 |
| INVESCO EXCHANGE TRADED FD T | XMMO | Other | 1.49% | 59,242 | +811 | +1.39% | $10,079,434 |
| MICROSOFT CORP | MSFT | Technology | 1.43% | 24,770 | +4,957 | +25.02% | $9,678,174 |
| ISHARES TR | IJH | Other | 1.30% | 113,600 | +1,513 | +1.35% | $8,759,696 |
| ISHARES TR | IJR | Other | 1.29% | 58,894 | +1,351 | +2.35% | $8,729,937 |
| ISHARES TR | ESGU | Other | 1.22% | 50,505 | +2,461 | +5.12% | $8,253,056 |
| INVESCO ACTIVELY MANAGED EXC | GTO | Other | 1.18% | 169,600 | +5,279 | +3.21% | $7,949,152 |
| INVESCO EXCH TRADED FD TR II | PXH | Other | 1.11% | 268,027 | +13,941 | +5.49% | $7,469,547 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.06% | 30,310 | +7,462 | +32.66% | $7,165,277 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 1.06% | 141,635 | +3,747 | +2.72% | $7,162,482 |
| ISHARES INC | EMXC | Other | 0.97% | 63,959 | -28 | -0.04% | $6,543,006 |
| VANGUARD WORLD FD | ESGV | Other | 0.94% | 47,899 | +304 | +0.64% | $6,324,249 |
| ISHARES TR | EFA | Other | 0.90% | 58,268 | +10,987 | +23.24% | $6,049,642 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.88% | 18,422 | +3,670 | +24.88% | $5,940,811 |
Showing 30 of 203 holdings in the latest reporting period.