Atlas Legacy Advisors, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 29, 2026, for the 2025 Q4 period, Atlas Legacy Advisors, LLC held in its portfolio 189 assets valued at $571,074,294 (i.e. $571.07M).
The most valuable assets in the portfolio included: ISHARES TR ($47.56M), VANGUARD INDEX FDS ($41.60M), and ISHARES TR ($36.78M).
The chart below shows the top 10 valuable assets, and the table below shows the top 189 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Atlas Legacy Advisors, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 238284 | 47557618 | U.S. TECH ETF |
| VANGUARD INDEX FDS | 66339 | 41601230 | S&P 500 ETF SHS |
| ISHARES TR | 53703 | 36778974 | CORE S&P500 ETF |
| INVESCO EXCH TRADED FD TR II | 91693 | 23190994 | NASDAQ 100 ETF |
| INVESCO EXCH TRADED FD TR II | 182893 | 20941249 | S&P 500 REVENUE |
| APPLE INC | 61424 | 16412860 | COM |
| ISHARES TR | 143667 | 13836210 | RUS MID CAP ETF |
| VANGUARD WORLD FD | 16891 | 12728738 | INF TECH ETF |
| ISHARES TR | 213047 | 12241681 | CALIF MUN BD ETF |
| MICROSOFT CORP | 24468 | 11676657 | COM |
| VANGUARD WORLD FD | 40029 | 11523572 | HEALTH CAR ETF |
| ISHARES TR | 124850 | 11169081 | CORE MSCI EAFE |
| ALPHABET INC | 33373 | 10533827 | CAP STK CL C |
| VANGUARD WHITEHALL FDS | 70750 | 10154040 | HIGH DIV YLD |
| INVESCO EXCHANGE TRADED FD T | 51762 | 9915529 | S&P500 EQL WGT |
| ISHARES TR | 175380 | 9595040 | MSCI EMG MKT ETF |
| NVIDIA CORPORATION | 50148 | 9231379 | COM |
| INVESCO EXCHANGE TRADED FD T | 56782 | 7862036 | S&P MDCP MOMNTUM |
| AMAZON COM INC | 32964 | 7610193 | COM |
| ISHARES TR | 113141 | 7467306 | CORE S&P MCP ETF |
| INVESCO ACTIVELY MANAGED EXC | 149784 | 7102757 | TOTAL RETURN |
| ISHARES TR | 47143 | 7022209 | ESG AWR MSCI USA |
| SPDR S&P 500 ETF TR | 9530 | 6498698 | TR UNIT |
| ISHARES TR | 53816 | 6467138 | CORE S&P SCP ETF |
| J P MORGAN EXCHANGE TRADED F | 121457 | 6144510 | ULTRA SHRT ETF |
| FIRST TR EXCHANGE-TRADED FD | 126295 | 5819674 | SHS |
| INVESCO EXCH TRADED FD TR II | 223504 | 5767412 | RAFI EMRGNG MRKT |
| JPMORGAN CHASE & CO. | 18029 | 5738592 | COM |
| VANGUARD WORLD FD | 47207 | 5709009 | ESG US STK ETF |
| SPDR SERIES TRUST | 184191 | 5520530 | STATE STREET SPD |
| TESLA INC | 11944 | 5316000 | COM |
| VANGUARD INDEX FDS | 13983 | 4686663 | TOTAL STK MKT |
| ISHARES TR | 54144 | 4582748 | CORE MSCI TOTAL |
| ISHARES INC | 62715 | 4558126 | MSCI EMRG CHN |
| ALLSTATE CORP | 20671 | 4232559 | COM |
| ISHARES TR | 41611 | 3994598 | MSCI EAFE ETF |
| VANGUARD ADMIRAL FDS INC | 34997 | 3915777 | MIDCP 400 IDX |
| VANGUARD STAR FDS | 48539 | 3661782 | VG TL INTL STK F |
| ALPHABET INC | 11313 | 3569490 | CAP STK CL A |
| VANGUARD INDEX FDS | 13380 | 3451371 | SMALL CP ETF |
| J P MORGAN EXCHANGE TRADED F | 51619 | 3323231 | SMALL & MID CAP |
| SELECT SECTOR SPDR TR | 22070 | 3175786 | STATE STREET TEC |
| CAPITAL GROUP GROWTH ETF | 70176 | 3119249 | SHS CREATION UNI |
| MORGAN STANLEY | 16394 | 2947010 | COM NEW |
| META PLATFORMS INC | 4525 | 2908829 | CL A |
| VANGUARD INDEX FDS | 31299 | 2769649 | REAL ESTATE ETF |
| GUESS INC | 156418 | 2620002 | COM |
| GOLDMAN SACHS ETF TR | 25382 | 2536673 | ACCES TREASURY |
| VANGUARD INTL EQUITY INDEX F | 46873 | 2519892 | FTSE EMR MKT ETF |
| BROADCOM INC | 7354 | 2509390 | COM |
| VANGUARD INDEX FDS | 5117 | 2496380 | GROWTH ETF |
| VANGUARD TAX-MANAGED FDS | 37242 | 2326508 | VAN FTSE DEV MKT |
| BERKSHIRE HATHAWAY INC DEL | 3 | 2264400 | CL A |
| PALANTIR TECHNOLOGIES INC | 12770 | 2261025 | CL A |
| CAPITAL GROUP DIVIDEND VALUE | 48263 | 2104573 | SHS CREATION UNI |
| BERKSHIRE HATHAWAY INC DEL | 4155 | 2076481 | CL B NEW |
| ISHARES TR | 16274 | 1979081 | CORE HIGH DV ETF |
| VANGUARD INDEX FDS | 9831 | 1877623 | VALUE ETF |
| CENCORA INC | 5317 | 1804628 | COM |
| ISHARES TR | 26793 | 1798614 | MSCI ACWI EX US |
| CAPITAL GROUP INTL FOCUS EQT | 60660 | 1792503 | SHS CREATION UNI |
| ISHARES TR | 46961 | 1756107 | BROAD USD HIGH |
| INVESCO EXCH TRD SLF IDX FD | 27760 | 1696969 | RUSL 1000 DYNM |
| ELI LILLY & CO | 1546 | 1646764 | COM |
| COSTCO WHSL CORP NEW | 1841 | 1619469 | COM |
| ISHARES TR | 8634 | 1564567 | RUS 2000 VAL ETF |
| MASTERCARD INCORPORATED | 2786 | 1555676 | CL A |
| WW GRAINGER INC | 1466 | 1484106 | COM |
| INVESCO EXCH TRADED FD TR II | 29699 | 1425552 | S&P500 HDL VOL |
| WALMART INC | 12388 | 1396404 | COM |
| ISHARES TR | 14174 | 1334624 | MSCI USA MIN VOL |
| ADVANCED MICRO DEVICES INC | 5745 | 1248340 | COM |
| INVESCO QQQ TR | 2032 | 1248278 | UNIT SER 1 |
| VANGUARD INDEX FDS | 4238 | 1229952 | MID CAP ETF |
| CAPITAL GROUP INTERNATIONAL | 34441 | 1199236 | SHS |
| AFLAC INC | 10688 | 1177088 | COM |
| MOTORCAR PTS AMER INC | 93443 | 1153087 | COM |
| TJX COS INC NEW | 7470 | 1151520 | COM |
| GOLDMAN SACHS GROUP INC | 1295 | 1149119 | COM |
| HOME DEPOT INC | 3310 | 1144677 | COM |
| CHUBB LIMITED | 3516 | 1091165 | COM |
| ANALOG DEVICES INC | 3958 | 1081558 | COM |
| LINDE PLC | 2523 | 1077634 | SHS |
| ISHARES TR | 7468 | 1054034 | SELECT DIVID ETF |
| INMODE LTD | 71695 | 1053099 | SHS |
| ISHARES INC | 14745 | 991159 | CORE MSCI EMKT |
| EXXON MOBIL CORP | 7981 | 982536 | COM |
| SELECT SECTOR SPDR TR | 8179 | 962832 | STATE STREET COM |
| VANGUARD SPECIALIZED FUNDS | 4345 | 954944 | DIV APP ETF |
| INVESCO DB COMMDY INDX TRCK | 42248 | 944665 | UNIT |
| ISHARES TR | 12534 | 938546 | US SML CAP EQT |
| ISHARES INC | 14223 | 910841 | MSCI EMERG MRKT |
| INVESCO EXCH TRADED FD TR II | 37418 | 904019 | CALIF AMT MUN |
| ORACLE CORP | 4678 | 903634 | COM |
| ARK ETF TR | 11689 | 899118 | INNOVATION ETF |
| STRYKER CORPORATION | 2515 | 887561 | COM |
| SELECT SECTOR SPDR TR | 19792 | 884900 | STATE STREET ENE |
| GENERAL DYNAMICS CORP | 2613 | 884892 | COM |
| JOHNSON & JOHNSON | 4150 | 871870 | COM |
| MCDONALDS CORP | 2854 | 871722 | COM |
| ISHARES TR | 8924 | 837874 | U.S. REAL ES ETF |
| BLACKROCK INC | 767 | 824485 | COM |
| INVESCO EXCH TRADED FD TR II | 29568 | 811050 | S&P EMRNG MKTS |
| RTX CORPORATION | 4322 | 798357 | COM |
| INVESCO EXCH TRADED FD TR II | 12147 | 796175 | RAFI DVLPD MRKTS |
| CHEVRON CORP NEW | 5017 | 774180 | COM |
| BROADRIDGE FINL SOLUTIONS IN | 3444 | 768597 | COM |
| S&P GLOBAL INC | 1453 | 758496 | COM |
| ISHARES TR | 10598 | 735819 | U S EQUITY FACTR |
| PHILLIPS 66 | 5504 | 713942 | COM |
| VANGUARD INDEX FDS | 2363 | 713886 | SML CP GRW ETF |
| NETFLIX INC | 7690 | 708249 | COM |
| UNITEDHEALTH GROUP INC | 2100 | 697466 | COM |
| KRANESHARES TRUST | 20000 | 681000 | CSI CHI INTERNET |
| LOWES COS INC | 2768 | 680443 | COM |
| BROWN & BROWN INC | 8150 | 649429 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2078 | 644794 | SPONSORED ADS |
| VISA INC | 1879 | 643926 | COM CL A |
| AUTOMATIC DATA PROCESSING IN | 2471 | 635283 | COM |
| TEXAS INSTRS INC | 3586 | 628817 | COM |
| ACCENTURE PLC IRELAND | 2305 | 620518 | SHS CLASS A |
| CISCO SYS INC | 8074 | 615736 | COM |
| XYLEM INC | 4510 | 614172 | COM |
| CATERPILLAR INC | 1048 | 612492 | COM |
| INTERCONTINENTAL EXCHANGE IN | 3726 | 603463 | COM |
| QUALCOMM INC | 3617 | 600927 | COM |
| EMERSON ELEC CO | 4425 | 587586 | COM |
| ROYAL BK CDA | 3406 | 580478 | COM |
| BANK AMERICA CORP | 10226 | 554081 | COM |
| CAPITAL GRP FIXED INCM ETF T | 24058 | 544673 | CORE PLUS INCM |
| ABBVIE INC | 2439 | 544527 | COM |
| AMGEN INC | 1653 | 541892 | COM |
| FIRST TR EXCHANGE-TRADED ALP | 4678 | 529275 | COM SHS |
| PROCTER AND GAMBLE CO | 3679 | 529012 | COM |
| VANGUARD MUN BD FDS | 10135 | 509689 | TAX EXEMPT BD |
| PEPSICO INC | 3284 | 476076 | COM |
| MERCK & CO INC | 4234 | 450326 | COM |
| MICRON TECHNOLOGY INC | 1407 | 448291 | COM |
| ISHARES TR | 4156 | 445149 | NATIONAL MUN ETF |
| WELLS FARGO CO NEW | 4820 | 442075 | COM |
| CROWDSTRIKE HLDGS INC | 907 | 422666 | CL A |
| PAYCHEX INC | 3730 | 417341 | COM |
| GE AEROSPACE | 1337 | 413569 | COM NEW |
| CINTAS CORP | 2161 | 408109 | COM |
| SHERWIN WILLIAMS CO | 1227 | 400175 | COM |
| THERMO FISHER SCIENTIFIC INC | 643 | 383307 | COM |
| PIMCO ETF TR | 7251 | 380025 | INTER MUN BD ACT |
| VERIZON COMMUNICATIONS INC | 9434 | 379978 | COM |
| ILLINOIS TOOL WKS INC | 1527 | 376100 | COM |
| ISHARES TR | 3902 | 375685 | JPMORGAN USD EMG |
| INVESCO EXCH TRADED FD TR II | 7191 | 374220 | S&P ULTRA DIVIDE |
| BP PLC | 10621 | 368923 | SPONSORED ADR |
| UNION PAC CORP | 1593 | 366114 | COM |
| SPDR DOW JONES INDL AVERAGE | 743 | 357064 | UT SER 1 |
| HONEYWELL INTL INC | 1772 | 350735 | COM |
| BLACKSTONE INC | 2272 | 350206 | COM |
| INVESCO EXCH TRADED FD TR II | 5580 | 348012 | S&P MIDCP LOW |
| ISHARES INC | 5904 | 341546 | EMNG MKTS EQT |
| ISHARES TR | 2412 | 341274 | MSCI ACWI ETF |
| BOEING CO | 1489 | 339614 | COM |
| DIMENSIONAL ETF TRUST | 8810 | 335749 | INTL CORE EQT MK |
| ALIBABA GROUP HLDG LTD | 2229 | 331027 | SPONSORED ADS |
| COCA COLA CO | 4602 | 324385 | COM |
| INTERNATIONAL BUSINESS MACHS | 1097 | 323183 | COM |
| INVESCO EXCHANGE TRADED FD T | 6390 | 319919 | DORSEY WRIGHT HE |
| VANGUARD SCOTTSDALE FDS | 5624 | 313819 | LONG TERM TREAS |
| PHILIP MORRIS INTL INC | 1862 | 301703 | COM |
| INVESCO EXCH TRADED FD TR II | 4211 | 300750 | S&P500 LOW VOL |
| ABBOTT LABS | 2403 | 299653 | COM |
| DISNEY WALT CO | 2580 | 290814 | COM |
| GE VERNOVA INC | 436 | 288618 | COM |
| ISHARES TR | 2633 | 280941 | SHRT NAT MUN ETF |
| CITIGROUP INC | 2346 | 273755 | COM NEW |
| ISHARES TR | 563 | 266468 | RUS 1000 GRW ETF |
| PIMCO ETF TR | 5204 | 262438 | SHTRM MUN BD ACT |
| EXPEDIA GROUP INC | 829 | 234719 | COM NEW |
| ISHARES TR | 2578 | 230886 | CORE 80/20 AGGRE |
| DHT HOLDINGS INC | 15000 | 183150 | CALL |
| COMPASS INC | 15000 | 158550 | CL A |
| CLEANSPARK INC | 10191 | 103637 | COM NEW |
| ADT INC DEL | 10000 | 80700 | CALL |
| TALKSPACE INC | 20411 | 74092 | COM |
| B2GOLD CORP | 15000 | 67650 | COM |
| B2GOLD CORP | 15000 | 67650 | CALL |
| LIXTE BIOTECHNOLOGY HLDGS IN | 13771 | 54120 | COM |
| WIPRO LTD | 14479 | 40601 | SPON ADR 1 SH |
| DENISON MINES CORP | 15000 | 39900 | CALL |
| RICHTECH ROBOTICS INC | 10000 | 32300 | CL B |
| GOPRO INC | 10000 | 14100 | CALL |
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