Atlas Legacy Advisors, Llc Portfolio Stock Holdings
Atlas Legacy Advisors, Llc disclosed 208 stock positions valued at approximately $675.5 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 June 30, 2026 and was filed on July 31, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 208
- Portfolio Value
- $675.5M
Holdings by Sector
Atlas Legacy Advisors, Llc Portfolio Holdings in Q2 2026
203 holdings in the latest reporting period.
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| 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 |
| VANGUARD INDEX FDS | VTI | Other | 0.84% | 15,406 | -84 | -0.54% | $5,696,672 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.80% | 28,572 | +4,857 | +20.48% | $5,406,248 |
| ISHARES TR | IXUS | Other | 0.79% | 55,769 | +393 | +0.71% | $5,322,593 |
| TESLA INC | TSLA | Consumer Cyclical | 0.74% | 11,836 | +1,505 | +14.57% | $4,975,765 |
| VANGUARD ADMIRAL FDS INC | IVOO | Other | 0.71% | 37,075 | +1,559 | +4.39% | $4,826,495 |
| SPDR SERIES TRUST | SPTL | Other | 0.70% | 180,147 | +2,210 | +1.24% | $4,725,246 |
| ALLSTATE CORP | ALL | Financial Services | 0.67% | 20,050 | +4,717 | +30.76% | $4,557,536 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.66% | 95,121 | +22,457 | +30.91% | $4,486,478 |
| ALPHABET INC | GOOGL | Communication Services | 0.65% | 12,658 | +2,983 | +30.83% | $4,411,502 |
| VANGUARD STAR FDS | VXUS | Other | 0.64% | 50,413 | +250 | +0.50% | $4,309,807 |
| J P MORGAN EXCHANGE TRADED F | JMEE | Other | 0.63% | 54,691 | +1,804 | +3.41% | $4,267,539 |
| VANGUARD INDEX FDS | VB | Other | 0.59% | 13,249 | -58 | -0.44% | $4,016,037 |
| VANGUARD INDEX FDS | VNQ | Other | 0.45% | 31,306 | +5 | +0.02% | $3,018,838 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 0.44% | 60,674 | -2,578 | -4.08% | $2,984,770 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.44% | 49,548 | +1,632 | +3.41% | $2,957,520 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.42% | 39,655 | +2,459 | +6.61% | $2,825,419 |
| BROADCOM INC | AVGO | Technology | 0.41% | 7,644 | +2,459 | +47.43% | $2,767,693 |
| FIRST TR EXCHANGE-TRADED FD | FVD | Other | 0.41% | 56,935 | -257 | -0.45% | $2,743,128 |
| MORGAN STANLEY | MS | Financial Services | 0.40% | 13,807 | +6,160 | +80.55% | $2,670,561 |
| VANGUARD INDEX FDS | VUG | Other | 0.39% | 30,857 | +25,514 | +477.52% | $2,658,022 |
| ISHARES TR | ACWX | Other | 0.39% | 34,577 | -2,929 | -7.81% | $2,631,655 |
| META PLATFORMS INC | META | Communication Services | 0.37% | 4,367 | +1,302 | +42.48% | $2,516,845 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.37% | 5,044 | +1,156 | +29.73% | $2,513,512 |
| ISHARES TR | DVY | Other | 0.35% | 14,936 | +4,985 | +50.10% | $2,334,497 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 0.33% | 3 | - | - | $2,246,550 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 0.32% | 63,093 | -212 | -0.33% | $2,184,280 |
| VANGUARD INDEX FDS | VTV | Other | 0.29% | 9,121 | +272 | +3.07% | $1,987,653 |
| ISHARES TR | IWN | Other | 0.29% | 8,899 | +146 | +1.67% | $1,968,459 |
| ISHARES TR | USHY | Other | 0.29% | 53,111 | +993 | +1.91% | $1,966,169 |
| WW GRAINGER INC | GWW | Industrials | 0.29% | 1,477 | +189 | +14.67% | $1,946,690 |
| ARK ETF TR | ARKK | Other | 0.27% | 22,590 | +7,174 | +46.54% | $1,825,724 |
| ELI LILLY & CO | LLY | Healthcare | 0.27% | 1,579 | +434 | +37.90% | $1,824,319 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.27% | 1,917 | +284 | +17.39% | $1,802,307 |
| INMODE LTD | M5425M103 | Other | 0.27% | 122,749 | +28,000 | +29.55% | $1,794,529 |
| ISHARES TR | HDV | Other | 0.26% | 64,780 | +48,693 | +302.69% | $1,775,620 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.26% | 3,628 | -1,183 | -24.59% | $1,754,015 |
| INVESCO EXCH TRD SLF IDX FD | OMFL | Other | 0.24% | 24,054 | +678 | +2.90% | $1,648,661 |
| INVESCO QQQ TR | QQQ | Other | 0.24% | 2,170 | +24 | +1.12% | $1,597,988 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.24% | 13,243 | +854 | +6.89% | $1,594,794 |
| INVESCO EXCH TRADED FD TR II | SPHD | Other | 0.23% | 31,114 | +822 | +2.71% | $1,581,836 |
| ANALOG DEVICES INC | ADI | Technology | 0.23% | 4,062 | +362 | +9.78% | $1,579,505 |
| CENCORA INC | COR | Healthcare | 0.22% | 5,208 | +615 | +13.39% | $1,519,924 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.22% | 4,289 | +151 | +3.65% | $1,516,885 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.22% | 2,883 | +908 | +45.97% | $1,496,835 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.22% | 1,685 | +778 | +85.78% | $1,481,665 |
| ISHARES TR | USMV | Other | 0.22% | 15,253 | +399 | +2.69% | $1,471,304 |
| MOTORCAR PTS AMER INC | MPAA | Consumer Cyclical | 0.21% | 93,443 | - | - | $1,431,547 |
| WALMART INC | WMT | Consumer Defensive | 0.21% | 12,496 | +2,132 | +20.57% | $1,427,434 |
| VANGUARD INDEX FDS | VO | Other | 0.21% | 17,661 | +13,141 | +290.73% | $1,422,947 |
| LINDE PLC | LIN | Other | 0.20% | 2,688 | +310 | +13.04% | $1,371,404 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.20% | 25,392 | +3,729 | +17.21% | $1,348,569 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.20% | 1,342 | +158 | +13.34% | $1,345,834 |
| ROYAL BK CDA | RY | Financial Services | 0.20% | 6,501 | +34 | +0.53% | $1,342,784 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.19% | 5,507 | +850 | +18.25% | $1,303,066 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 0.19% | 34,974 | -576 | -1.62% | $1,271,685 |
| ISHARES INC | IEMG | Other | 0.18% | 15,085 | -771 | -4.86% | $1,249,641 |
| AFLAC INC | AFL | Financial Services | 0.18% | 10,660 | +1,391 | +15.01% | $1,238,195 |
| ISHARES TR | SMLF | Other | 0.18% | 13,596 | +477 | +3.64% | $1,211,947 |
| CHUBB LIMITED | CB | Financial Services | 0.17% | 3,479 | +514 | +17.34% | $1,163,015 |
| ORACLE CORP | ORCL | Technology | 0.17% | 7,704 | +766 | +11.04% | $1,147,174 |
| GOLDMAN SACHS ETF TR | GBIL | Other | 0.17% | 11,272 | -1,493 | -11.70% | $1,128,995 |
| EXXON MOBIL CORP | XOM | Energy | 0.16% | 8,005 | +1,940 | +31.99% | $1,080,772 |
| CATERPILLAR INC | CAT | Industrials | 0.16% | 1,096 | +197 | +21.91% | $1,072,976 |
| INVESCO DB COMMDY INDX TRCK | DBC | Other | 0.16% | 40,225 | -495 | -1.22% | $1,072,399 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.16% | 2,660 | +611 | +29.82% | $1,066,281 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.16% | 4,361 | +1,260 | +40.63% | $1,066,189 |
| TEXAS INSTRS INC | TXN | Technology | 0.16% | 3,683 | +450 | +13.92% | $1,052,773 |
| ISHARES INC | EEMV | Other | 0.16% | 13,916 | -103 | -0.73% | $1,047,596 |
| SELECT SECTOR SPDR TR | XLC | Other | 0.15% | 9,373 | - | - | $1,004,129 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.15% | 6,556 | +1,636 | +33.25% | $1,000,750 |