Atlas Legacy Advisors, LLC 13F Holdings · Q2 2026
Atlas Legacy Advisors, LLC reported 208 securities worth $677.55M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IYW (9.13%), VOO (6.44%), IVV (5.89%). Among its top 25 positions this quarter: 22 added, 3 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES TR | $61.8M | 9.13% | 246,172 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $43.7M | 6.44% | 63,587 | Added |
| 3 | IVV | ISHARES TR | $39.9M | 5.89% | 53,317 | Added |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $27.1M | 4.00% | 89,343 | Trimmed |
| 5 | EEM | ISHARES TR | $26.5M | 3.91% | 387,507 | Added |
| 6 | RWL | INVESCO EXCH TRADED FD TR II | $25.7M | 3.80% | 201,381 | Added |
| 7 | VGT | VANGUARD WORLD FD | $17.7M | 2.61% | 147,000 | Added |
| 8 | AAPL | APPLE INC | $17.2M | 2.54% | 61,151 | Added |
| 9 | IWR | ISHARES TR | $16.4M | 2.43% | 149,304 | Added |
| 10 | IEFA | ISHARES TR | $12.4M | 1.83% | 128,198 | Added |
| 11 | VHT | VANGUARD WORLD FD | $12.2M | 1.80% | 40,787 | Added |
| 12 | SPY | STATE STR SPDR S&P 500 ETF T | $11.6M | 1.72% | 15,593 | Added |
| 13 | VYM | VANGUARD WHITEHALL FDS | $11.5M | 1.70% | 72,780 | Trimmed |
| 14 | CMF | ISHARES TR | $11.4M | 1.69% | 198,228 | Trimmed |
| 15 | RSP | INVESCO EXCHANGE TRADED FD T | $11.3M | 1.67% | 53,336 | Added |
| 16 | GOOG | ALPHABET INC | $10.3M | 1.52% | 29,740 | Added |
| 17 | NVDA | NVIDIA CORPORATION | $10.2M | 1.51% | 52,680 | Added |
| 18 | XMMO | INVESCO EXCHANGE TRADED FD T | $10.1M | 1.49% | 59,242 | Added |
| 19 | MSFT | MICROSOFT CORP | $9.7M | 1.43% | 24,770 | Added |
| 20 | IJH | ISHARES TR | $8.8M | 1.29% | 113,600 | Added |
| 21 | IJR | ISHARES TR | $8.7M | 1.29% | 58,894 | Added |
| 22 | ESGU | ISHARES TR | $8.3M | 1.22% | 50,505 | Added |
| 23 | GTO | INVESCO ACTIVELY MANAGED EXC | $7.9M | 1.17% | 169,600 | Added |
| 24 | PXH | INVESCO EXCH TRADED FD TR II | $7.5M | 1.10% | 268,027 | Added |
| 25 | AMZN | AMAZON COM INC | $7.2M | 1.06% | 30,310 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR