# Atlas Legacy Advisors, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2054111. Source: https://holderbook.com/funds/2054111-atlas-legacy-advisors-llc/

- Reported value: $677.5M
- Positions: 213
- Weight of the ten largest: 42.6%
- Filed: 2026-07-31

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IYW](https://holderbook.com/stocks/IYW/) | $61.8M | 246,172 | 9.1% | 7 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $43.7M | 63,587 | 6.4% | 7 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $39.9M | 53,317 | 5.9% | 7 |
| INVESCO EXCH TRADED FD TR II | [QQQM](https://holderbook.com/stocks/QQQM/) | $27.1M | 89,343 | 4.0% | 6 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $26.5M | 387,507 | 3.9% | 7 |
| INVESCO EXCH TRADED FD TR II | [RWL](https://holderbook.com/stocks/RWL/) | $25.7M | 201,381 | 3.8% | 6 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $17.7M | 147,000 | 2.6% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $17.2M | 61,151 | 2.5% | 7 |
| ISHARES TR | [IWR](https://holderbook.com/stocks/IWR/) | $16.4M | 149,304 | 2.4% | 7 |
| ISHARES TR | [IEFA](https://holderbook.com/stocks/IEFA/) | $12.4M | 128,198 | 1.8% | 6 |
| VANGUARD WORLD FD | [VHT](https://holderbook.com/stocks/VHT/) | $12.2M | 40,787 | 1.8% | 7 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $11.6M | 15,593 | 1.7% | 7 |
| VANGUARD WHITEHALL FDS | [VYM](https://holderbook.com/stocks/VYM/) | $11.5M | 72,780 | 1.7% | 7 |
| ISHARES TR | [CMF](https://holderbook.com/stocks/CMF/) | $11.4M | 198,228 | 1.7% | 7 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $11.3M | 53,336 | 1.7% | 7 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $10.3M | 29,740 | 1.5% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $10.2M | 52,680 | 1.5% | 7 |
| INVESCO EXCHANGE TRADED FD T | [XMMO](https://holderbook.com/stocks/XMMO/) | $10.1M | 59,242 | 1.5% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $9.7M | 24,770 | 1.4% | 7 |
| ISHARES TR | [IJH](https://holderbook.com/stocks/IJH/) | $8.8M | 113,600 | 1.3% | 7 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $8.7M | 58,894 | 1.3% | 7 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $8.3M | 50,505 | 1.2% | 7 |
| INVESCO ACTIVELY MANAGED EXC | [GTO](https://holderbook.com/stocks/GTO/) | $7.9M | 169,600 | 1.2% | 6 |
| INVESCO EXCH TRADED FD TR II | [PXH](https://holderbook.com/stocks/PXH/) | $7.5M | 268,027 | 1.1% | 7 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $7.2M | 30,310 | 1.1% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JPST](https://holderbook.com/stocks/JPST/) | $7.2M | 141,635 | 1.1% | 7 |
| ISHARES INC | [EMXC](https://holderbook.com/stocks/EMXC/) | $6.5M | 63,959 | 1.0% | 7 |
| VANGUARD WORLD FD | [ESGV](https://holderbook.com/stocks/ESGV/) | $6.3M | 47,899 | 0.9% | 7 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $6.0M | 58,268 | 0.9% | 7 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $5.9M | 18,422 | 0.9% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $5.7M | 15,406 | 0.8% | 7 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $5.4M | 28,572 | 0.8% | 7 |
| ISHARES TR | [IXUS](https://holderbook.com/stocks/IXUS/) | $5.3M | 55,769 | 0.8% | 5 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $5.0M | 11,836 | 0.7% | 7 |
| VANGUARD ADMIRAL FDS INC | [IVOO](https://holderbook.com/stocks/IVOO/) | $4.8M | 37,075 | 0.7% | 7 |
| SPDR SERIES TRUST | [SPTL](https://holderbook.com/stocks/SPTL/) | $4.7M | 180,147 | 0.7% | 6 |
| ALLSTATE CORP | [ALL](https://holderbook.com/stocks/ALL/) | $4.6M | 20,050 | 0.7% | 7 |
| CAPITAL GROUP GROWTH ETF | [CGGR](https://holderbook.com/stocks/CGGR/) | $4.5M | 95,121 | 0.7% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $4.4M | 12,658 | 0.7% | 7 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $4.3M | 50,413 | 0.6% | 7 |
| J P MORGAN EXCHANGE TRADED F | [JMEE](https://holderbook.com/stocks/JMEE/) | $4.3M | 54,691 | 0.6% | 6 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $4.0M | 13,249 | 0.6% | 7 |
| VANGUARD INDEX FDS | [VNQ](https://holderbook.com/stocks/VNQ/) | $3.0M | 31,306 | 0.4% | 7 |
| CAPITAL GROUP DIVIDEND VALUE | [CGDV](https://holderbook.com/stocks/CGDV/) | $3.0M | 60,674 | 0.4% | 7 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $3.0M | 49,548 | 0.4% | 7 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $2.8M | 39,655 | 0.4% | 7 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $2.8M | 7,644 | 0.4% | 7 |
| FIRST TR EXCHANGE-TRADED FD | [FVD](https://holderbook.com/stocks/FVD/) | $2.7M | 56,935 | 0.4% | 7 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $2.7M | 13,807 | 0.4% | 7 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $2.7M | 30,857 | 0.4% | 7 |
| ISHARES TR | [ACWX](https://holderbook.com/stocks/ACWX/) | $2.6M | 34,577 | 0.4% | 6 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $2.5M | 4,367 | 0.4% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.5M | 5,044 | 0.4% | 7 |
| ISHARES TR | [DVY](https://holderbook.com/stocks/DVY/) | $2.3M | 14,936 | 0.3% | 7 |
| BERKSHIRE HATHAWAY INC DEL | [BRKA](https://holderbook.com/stocks/BRKA/) | $2.2M | 3 | 0.3% | 7 |
| CAPITAL GROUP INTL FOCUS EQT | [CGXU](https://holderbook.com/stocks/CGXU/) | $2.2M | 63,093 | 0.3% | 7 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $2.0M | 9,121 | 0.3% | 7 |
| ISHARES TR | [IWN](https://holderbook.com/stocks/IWN/) | $2.0M | 8,899 | 0.3% | 7 |
| ISHARES TR | [USHY](https://holderbook.com/stocks/USHY/) | $2.0M | 53,111 | 0.3% | 6 |
| WW GRAINGER INC | [GWW](https://holderbook.com/stocks/GWW/) | $1.9M | 1,477 | 0.3% | 7 |
| ARK ETF TR | [ARKK](https://holderbook.com/stocks/ARKK/) | $1.8M | 22,590 | 0.3% | 7 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $1.8M | 1,579 | 0.3% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $1.8M | 1,917 | 0.3% | 7 |
| INMODE LTD | [INMD](https://holderbook.com/stocks/INMD/) | $1.8M | 122,749 | 0.3% | 7 |
| ISHARES TR | [HDV](https://holderbook.com/stocks/HDV/) | $1.8M | 64,780 | 0.3% | 7 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $1.8M | 3,628 | 0.3% | 7 |
| INVESCO EXCH TRD SLF IDX FD | [OMFL](https://holderbook.com/stocks/OMFL/) | $1.6M | 24,054 | 0.2% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.6M | 2,170 | 0.2% | 7 |
| PALANTIR TECHNOLOGIES INC | [PLTR](https://holderbook.com/stocks/PLTR/) | $1.6M | 13,243 | 0.2% | 7 |
| INVESCO EXCH TRADED FD TR II | [SPHD](https://holderbook.com/stocks/SPHD/) | $1.6M | 31,114 | 0.2% | 7 |
| ANALOG DEVICES INC | [ADI](https://holderbook.com/stocks/ADI/) | $1.6M | 4,062 | 0.2% | 7 |
| CENCORA INC | [COR](https://holderbook.com/stocks/COR/) | $1.5M | 5,208 | 0.2% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $1.5M | 4,289 | 0.2% | 7 |
| MASTERCARD INCORPORATED | [MA](https://holderbook.com/stocks/MA/) | $1.5M | 2,883 | 0.2% | 7 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $1.5M | 1,685 | 0.2% | 4 |
| ISHARES TR | [USMV](https://holderbook.com/stocks/USMV/) | $1.5M | 15,253 | 0.2% | 7 |
| MOTORCAR PTS AMER INC | [MPAA](https://holderbook.com/stocks/MPAA/) | $1.4M | 93,443 | 0.2% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $1.4M | 12,496 | 0.2% | 7 |
| VANGUARD INDEX FDS | [VO](https://holderbook.com/stocks/VO/) | $1.4M | 17,661 | 0.2% | 7 |
| LINDE PLC | [LIN](https://holderbook.com/stocks/LIN/) | $1.4M | 2,688 | 0.2% | 7 |
| SELECT SECTOR SPDR TR | [XLE](https://holderbook.com/stocks/XLE/) | $1.3M | 25,392 | 0.2% | 7 |
| GOLDMAN SACHS GROUP INC | [GS](https://holderbook.com/stocks/GS/) | $1.3M | 1,342 | 0.2% | 7 |
| ROYAL BK CDA | [RY](https://holderbook.com/stocks/RY/) | $1.3M | 6,501 | 0.2% | 7 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.3M | 5,507 | 0.2% | 7 |
| CAPITAL GROUP INTERNATIONAL | [CGIE](https://holderbook.com/stocks/CGIE/) | $1.3M | 34,974 | 0.2% | 4 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.2M | 15,085 | 0.2% | 5 |
| AFLAC INC | [AFL](https://holderbook.com/stocks/AFL/) | $1.2M | 10,660 | 0.2% | 7 |
| ISHARES TR | [SMLF](https://holderbook.com/stocks/SMLF/) | $1.2M | 13,596 | 0.2% | 7 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $1.2M | 3,479 | 0.2% | 7 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $1.1M | 7,704 | 0.2% | 7 |
| GOLDMAN SACHS ETF TR | [GBIL](https://holderbook.com/stocks/GBIL/) | $1.1M | 11,272 | 0.2% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.1M | 8,005 | 0.2% | 7 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.1M | 1,096 | 0.2% | 5 |
| INVESCO DB COMMDY INDX TRCK | [DBC](https://holderbook.com/stocks/DBC/) | $1.1M | 40,225 | 0.2% | 7 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $1.1M | 2,660 | 0.2% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.1M | 4,361 | 0.2% | 7 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $1.1M | 3,683 | 0.2% | 7 |
| ISHARES INC | [EEMV](https://holderbook.com/stocks/EEMV/) | $1.0M | 13,916 | 0.2% | 7 |
| SELECT SECTOR SPDR TR | [XLC](https://holderbook.com/stocks/XLC/) | $1.0M | 9,373 | 0.1% | 7 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $1.0M | 6,556 | 0.1% | 7 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +15.7% | +14.8% | +0.9% | 101% |
| Q1 2026 | -3.3% | -4.6% | +1.3% | 100% |
| Q4 2025 | +2.0% | +2.4% | -0.3% | 100% |
| Q3 2025 | +7.9% | +7.8% | +0.1% | 100% |
| Q2 2025 | +9.1% | +10.5% | -1.4% | 99% |
| Q1 2025 | -3.9% | -4.6% | +0.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $677.5M | 213 |
| Q1 2026 | $549.6M | 195 |
| Q4 2025 | $571.1M | 192 |
| Q3 2025 | $518.6M | 204 |
| Q2 2025 | $453.9M | 174 |
| Q1 2025 | $393.6M | 176 |
| Q4 2024 | $412.8M | 173 |