Atlas Legacy Advisors, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Atlas Legacy Advisors, LLC reported 208 stock positions worth $675.5 million. Its top holding was iShares Ustechnology ETF (IYW) at 9.2% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.5%) and iShares Core S&P 500 ETF (IVV, 5.9%). Compared with Q1 2026, it opened 26 new positions, sold out of 7, added to 132 and reduced 41. The biggest buy was iShares Ustechnology ETF (IYW, shares +3%) and the biggest sale iShares California Muni Bond (CMF, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002054111
- Portfolio Value
- $675.5M (Q2 2026)
- SEC Filing
- 0002054111-26-000004 ↗ filed Jul 31, 2026
Holdings Value
Holdings 208 stocks · $675.5M
| IYW iShares Ustechnology ETF | 9.15% | 246,172 | $61.8M | Add +3.4% |
| VOO Vanguard S&P 500 ETF | 6.46% | 63,587 | $43.7M | Add +1.5% |
| IVV iShares Core S&P 500 ETF | 5.90% | 53,317 | $39.9M | Add +4.1% |
| QQQM Invesco Nasdaq 100 ETF | 4.01% | 89,343 | $27.1M | Reduce -8.3% |
| EEM iShares MSCI Emerging Market | 3.92% | 387,507 | $26.5M | Add +3.9% |
| RWL Invesco S&P 500 Revenue ETF | 3.81% | 201,381 | $25.7M | Add +1.6% |
| VGT Vanguard Info Tech ETF | 2.62% | 147,000 | $17.7M | Reduce -26.9% |
| AAPL Apple Inc. | 2.55% | 61,151 | $17.2M | Add +25.3% |
| IWR iShares Russell Mid-Cap ETF | 2.43% | 149,304 | $16.4M | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 1.83% | 128,198 | $12.4M | Add +3.0% |
| VHT Vanguard Health Care ETF | 1.80% | 40,787 | $12.2M | Add +2.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.72% | 15,593 | $11.6M | Add +3.4% |
| VYM Vanguard High DVD Yield ETF | 1.70% | 72,780 | $11.5M | Reduce -0.1% |
| CMF iShares California Muni Bond | 1.69% | 198,228 | $11.4M | Reduce -0.0% |
| RSP Invesco S&P 500 Equal Weight | 1.68% | 53,336 | $11.3M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 1.52% | 29,740 | $10.3M | Add +31.2% |
| NVDA Nvidia Corp. | 1.51% | 52,680 | $10.2M | Add +36.7% |
| XMMO Invesco S&P Midcap Momentum | 1.49% | 59,242 | $10.1M | Add +1.4% |
| MSFT Microsoft Corp. | 1.43% | 24,770 | $9.7M | Add +25.0% |
| IJH iShares Core S&P Midcap ETF | 1.30% | 113,600 | $8.8M | Add +1.4% |
| IJR iShares Core S&P Small-Cap E | 1.29% | 58,894 | $8.7M | Add +2.4% |
| ESGU iShares ESG Aware MSCI USA | 1.22% | 50,505 | $8.3M | Add +5.1% |
| GTO Invesco Total Return Bond Et | 1.18% | 169,600 | $7.9M | Add +3.2% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.11% | 268,027 | $7.5M | Add +5.5% |
| AMZN Amazon.com Inc. | 1.06% | 30,310 | $7.2M | Add +32.7% |
| JPST JPMorgan Ultra-Short Income | 1.06% | 141,635 | $7.2M | Add +2.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.97% | 63,959 | $6.5M | Reduce -0.0% |
| ESGV Vanguard ESG US Stock ETF | 0.94% | 47,899 | $6.3M | Add +0.6% |
| EFA iShares MSCI Eafe ETF | 0.90% | 58,268 | $6.0M | Add +23.2% |
| JPM JPMorgan Chase & Co. | 0.88% | 18,422 | $5.9M | Add +24.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.84% | 15,406 | $5.7M | Reduce -0.5% |
| XLK SS Technology Select Sector | 0.80% | 28,572 | $5.4M | Add +20.5% |
| IXUS iShares Core Intl Stock ETF | 0.79% | 55,769 | $5.3M | Add +0.7% |
| TSLA Tesla Inc. | 0.74% | 11,836 | $5.0M | Add +14.6% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.71% | 37,075 | $4.8M | Add +4.4% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.70% | 180,147 | $4.7M | Add +1.2% |
| ALL Allstate Corp. | 0.67% | 20,050 | $4.6M | Add +30.8% |
| CGGR Cap Group Growth Equity | 0.66% | 95,121 | $4.5M | Add +30.9% |
| GOOGL Alphabet Inc. Class A | 0.65% | 12,658 | $4.4M | Add +30.8% |
| VXUS Vanguard Total Intl Stock | 0.64% | 50,413 | $4.3M | Add +0.5% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.63% | 54,691 | $4.3M | Add +3.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.59% | 13,249 | $4.0M | Reduce -0.4% |
| VNQ Vanguard Real Estate ETF | 0.45% | 31,306 | $3.0M | Add +0.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.44% | 60,674 | $3.0M | Reduce -4.1% |
| VWO Vanguard Ftse Emerging Marke | 0.44% | 49,548 | $3.0M | Add +3.4% |
| VEA Vanguard Ftse Developed ETF | 0.42% | 39,655 | $2.8M | Add +6.6% |
| AVGO Broadcom Inc. | 0.41% | 7,644 | $2.8M | Add +47.4% |
| FVD First Trust Value Line DVD | 0.41% | 56,935 | $2.7M | Reduce -0.5% |
| MS Morgan Stanley | 0.40% | 13,807 | $2.7M | Add +80.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.39% | 30,857 | $2.7M | Reduce -3.8% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.39% | 34,577 | $2.6M | Reduce -7.8% |
| META Meta Platforms Inc. Class A | 0.37% | 4,367 | $2.5M | Add +42.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 5,044 | $2.5M | Add +29.7% |
| DVY iShares Select Dividend ETF | 0.35% | 14,936 | $2.3M | Add +50.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.33% | 3 | $2.2M | No change |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.32% | 63,093 | $2.2M | Reduce -0.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 9,121 | $2.0M | Add +3.1% |
| IWN iShares Russell 2000 Value E | 0.29% | 8,899 | $2.0M | Add +1.7% |
| USHY iShares Broad Usd High Yield | 0.29% | 53,111 | $2.0M | Add +1.9% |
| GWW WW Grainger Inc. | 0.29% | 1,477 | $1.9M | Add +14.7% |
| ARKK ARK Innovation ETF | 0.27% | 22,590 | $1.8M | Add +46.5% |
| LLY Eli Lilly & Co. | 0.27% | 1,579 | $1.8M | Add +37.9% |
| COST Costco Wholesale Corp. | 0.27% | 1,917 | $1.8M | Add +17.4% |
| INMD Inmode Ltd. | 0.27% | 122,749 | $1.8M | Add +29.6% |
| HDV iShares Core High Dividend E | 0.26% | 64,780 | $1.8M | Reduce -19.5% |
| AMD Advanced Micro Devices | 0.26% | 3,628 | $1.8M | Reduce -24.6% |
| OMFL Invesco Russell 1000 DYN M/F | 0.24% | 24,054 | $1.6M | Add +2.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 2,170 | $1.6M | Add +1.1% |
| PLTR Palantir Technologies Inc. Class A | 0.24% | 13,243 | $1.6M | Add +6.9% |
| SPHD Invesco S&P 500 High Dividen | 0.23% | 31,114 | $1.6M | Add +2.7% |
| ADI Analog Devices Inc. | 0.23% | 4,062 | $1.6M | Add +9.8% |
| COR Cencora Inc. | 0.23% | 5,208 | $1.5M | Add +13.4% |
| HD Home Depot Inc. | 0.22% | 4,289 | $1.5M | Add +3.6% |
| MA Mastercard Inc. Class A | 0.22% | 2,883 | $1.5M | Add +46.0% |
| MU Micron Technology Inc. | 0.22% | 1,685 | $1.5M | Add +85.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.22% | 15,253 | $1.5M | Add +2.7% |
| MPAA Motorcar Parts of America Inc. | 0.21% | 93,443 | $1.4M | No change |
| WMT Walmart Inc. | 0.21% | 12,496 | $1.4M | Add +20.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 17,661 | $1.4M | Reduce -2.3% |
| LIN Linde PLC | 0.20% | 2,688 | $1.4M | Add +13.0% |
| XLE SS Energy Select Sector | 0.20% | 25,392 | $1.3M | Add +17.2% |
| GS Goldman Sachs Group Inc. | 0.20% | 1,342 | $1.3M | Add +13.3% |
| RY Royal Bank of Canada | 0.20% | 6,501 | $1.3M | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.19% | 5,507 | $1.3M | Add +18.3% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.19% | 34,974 | $1.3M | Reduce -1.6% |
| IEMG iShares Core MSCI Emerging | 0.18% | 15,085 | $1.2M | Reduce -4.9% |
| AFL Aflac Inc. | 0.18% | 10,660 | $1.2M | Add +15.0% |
| SMLF iShares US Smallcap Equity F | 0.18% | 13,596 | $1.2M | Add +3.6% |
| CB Chubb Ltd. | 0.17% | 3,479 | $1.2M | Add +17.3% |
| ORCL Oracle Corp. | 0.17% | 7,704 | $1.1M | Add +11.0% |
| GBIL Goldman Sachs Access Treasur | 0.17% | 11,272 | $1.1M | Reduce -11.7% |
| XOM Exxon Mobil Corp. | 0.16% | 8,005 | $1.1M | Add +32.0% |
| CAT Caterpillar Inc. | 0.16% | 1,096 | $1.1M | Add +21.9% |
| DBC Invesco DB Commodity Index T | 0.16% | 40,225 | $1.1M | Reduce -1.2% |
| UNH Unitedhealth Group Inc. | 0.16% | 2,660 | $1.1M | Add +29.8% |
| JNJ Johnson & Johnson | 0.16% | 4,361 | $1.1M | Add +40.6% |
| TXN Texas Instruments Inc. | 0.16% | 3,683 | $1.1M | Add +13.9% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.16% | 13,916 | $1.0M | Reduce -0.7% |
| XLC SS Comm Select Sector SPDR | 0.15% | 9,373 | $1.0M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.15% | 6,556 | $1.0M | Add +33.3% |
Options reported separately and not counted above: MICRON TECHNOLOGY INC calls ($577K), GOLDMAN SACHS GROUP INC calls ($506K), SPACE EXPLORATION TECHN CORP calls ($342K), MARVELL TECHNOLOGY INC calls ($298K), ADVANCED MICRO DEVICES INC calls ($290K).
Portfolio Sells Q1 2026 → Q2 2026
| CMF iShares California Muni Bond | Reduce -0.0% | 1.69% | −0.37 |
| VYM Vanguard High DVD Yield ETF | Reduce -0.1% | 1.70% | −0.27 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -8.3% | 4.01% | −0.22 |
| HDV iShares Core High Dividend E | Reduce -19.5% | 0.26% | −0.14 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.09 |
| FVD First Trust Value Line DVD | Reduce -0.5% | 0.41% | −0.09 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -7.8% | 0.39% | −0.08 |
| GBIL Goldman Sachs Access Treasur | Reduce -11.7% | 0.17% | −0.07 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 0.84% | −0.06 |
| DBC Invesco DB Commodity Index T | Reduce -1.2% | 0.16% | −0.06 |
| CGDV Cap Group Dividend Value | Reduce -4.1% | 0.44% | −0.05 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.05 |
| ACN Accenture PLC Class A | Sold out | 0.00% | −0.05 |
| ICE Intercontinental Exchange Inc. | Reduce -5.9% | 0.07% | −0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.4% | 0.59% | −0.04 |
| CMS CMS Energy Corp. | Sold out | 0.00% | −0.04 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.04 |
| BR Broadridge Financial Solutio | Reduce -8.7% | 0.07% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -3.8% | 0.39% | −0.03 |
| CGIE Cap Group Intl Equity | Reduce -1.6% | 0.19% | −0.03 |
| EWJ iShares MSCI Japan ETF | Reduce -16.9% | 0.08% | −0.03 |
| PXF Invesco Rafi Developed Marke | Reduce -5.6% | 0.13% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -2.3% | 0.21% | −0.03 |
| MUB iShares National Muni Bond E | Reduce -14.8% | 0.06% | −0.03 |
| CGXU Cap Group Intl Focus | Reduce -0.3% | 0.32% | −0.02 |
| IEMG iShares Core MSCI Emerging | Reduce -4.9% | 0.18% | −0.02 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -0.2% | 0.07% | −0.02 |
| MUNI PIMCO Intermediate Municipal | Reduce -4.3% | 0.05% | −0.01 |
| ITW Illinois Tool Works | Reduce -2.9% | 0.06% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -1.4% | 0.05% | −0.01 |
| VGLT Vanguard Long-Term Treasury | Reduce -4.6% | 0.04% | −0.01 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -11.6% | 0.03% | −0.01 |
| RDIV Invesco S&P Ultra Dividend | Reduce -1.1% | 0.06% | −0.01 |
| EMB iShares JP Morgan Usd Emergi | Reduce -2.6% | 0.05% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -17.3% | 0.03% | −0.01 |
| EEMV iShares MSCI Emg MKT Min Vol | Reduce -0.7% | 0.16% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -1.9% | 0.05% | −0.01 |
| SUB iShares Short-Term National | Reduce -1.6% | 0.04% | −0.01 |
| LRGF iShares US Equity Factor ETF | Reduce -0.2% | 0.12% | −0.01 |
| PTH Invesco Dorsey Wright Health | Reduce -6.1% | 0.05% | −0.01 |
| WIT Wipro Ltd.-ADR | Sold out | 0.00% | −0.01 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -1.1% | 0.06% | −0.01 |
| C Citigroup Inc. | Reduce -8.2% | 0.05% | −0.00 |
| FYX First Trust Small Cap Core A | Reduce -1.1% | 0.10% | −0.00 |
| EMXC iShares MSCI Emr MRK Ex Chna | Reduce -0.0% | 0.97% | +0.05 |
| AMD Advanced Micro Devices | Reduce -24.6% | 0.26% | +0.08 |
| VGT Vanguard Info Tech ETF | Reduce -26.9% | 2.62% | +0.23 |
Portfolio Buys Q1 2026 → Q2 2026
| IYW iShares Ustechnology ETF | Add +3.4% | 9.15% | +1.24 |
| GOOG Alphabet Inc. Class C | Add +31.2% | 1.52% | +0.33 |
| AAPL Apple Inc. | Add +25.3% | 2.55% | +0.28 |
| NVDA Nvidia Corp. | Add +36.7% | 1.51% | +0.28 |
| XLK SS Technology Select Sector | Add +20.5% | 0.80% | +0.21 |
| AMZN Amazon.com Inc. | Add +32.7% | 1.06% | +0.18 |
| MS Morgan Stanley | Add +80.5% | 0.40% | +0.17 |
| MU Micron Technology Inc. | Add +85.8% | 0.22% | +0.16 |
| GOOGL Alphabet Inc. Class A | Add +30.8% | 0.65% | +0.14 |
| CGGR Cap Group Growth Equity | Add +30.9% | 0.66% | +0.13 |
| TFPM Triple Flag Precious Met | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | Add +47.4% | 0.41% | +0.11 |
| INTC Intel Corp. | New | 0.10% | +0.10 |
| ALL Allstate Corp. | Add +30.8% | 0.67% | +0.09 |
| GLDM SPDR Gold Minishares Trust | New | 0.09% | +0.09 |
| MSFT Microsoft Corp. | Add +25.0% | 1.43% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +24.9% | 0.88% | +0.09 |
| LLY Eli Lilly & Co. | Add +37.9% | 0.27% | +0.08 |
| ARKK ARK Innovation ETF | Add +46.5% | 0.27% | +0.07 |
| SPGI S&P Global Inc. Class W | New | 0.07% | +0.07 |
| PANW Palo Alto Networks Inc. | New | 0.07% | +0.07 |
| SNDK Sandisk Corp. | New | 0.07% | +0.07 |
| DVY iShares Select Dividend ETF | Add +50.1% | 0.35% | +0.07 |
| LRCX Lam Research Corp. | New | 0.07% | +0.07 |
| SPCX Space Exploration Techn Class A | New | 0.06% | +0.06 |
| UNH Unitedhealth Group Inc. | Add +29.8% | 0.16% | +0.06 |
| EFA iShares MSCI Eafe ETF | Add +23.2% | 0.90% | +0.06 |
| AMAT Applied Materials Inc. | Add +44.8% | 0.11% | +0.05 |
| KLAC KLA Corp. | New | 0.05% | +0.05 |
| EWY iShares MSCI South Korea ETF | New | 0.05% | +0.05 |
| STIP iShares 0-5 Year Tips Bond E | New | 0.05% | +0.05 |
| META Meta Platforms Inc. Class A | Add +42.5% | 0.37% | +0.05 |
| EEM iShares MSCI Emerging Market | Add +3.9% | 3.92% | +0.05 |
| CL Colgate-Palmolive Co. | New | 0.05% | +0.05 |
| IBM Intl Business Machines Corp. | New | 0.05% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +14.7% | 0.10% | +0.04 |
| DIS The Walt Disney Co. | New | 0.04% | +0.04 |
| SBUX Starbucks Corp. | New | 0.04% | +0.04 |
| ETN Eaton Corp. PLC | New | 0.04% | +0.04 |
| CSCO Cisco Systems Inc. | Add +26.2% | 0.14% | +0.04 |
| CAT Caterpillar Inc. | Add +21.9% | 0.16% | +0.04 |
| WDC Western Digital Corp. | New | 0.04% | +0.04 |
| MA Mastercard Inc. Class A | Add +46.0% | 0.22% | +0.04 |
| NVS Novartis AG-Sponsored ADR | New | 0.04% | +0.04 |
| TXN Texas Instruments Inc. | Add +13.9% | 0.16% | +0.04 |
| DAL Delta Air Lines Inc. | New | 0.04% | +0.04 |
| DELL Dell Technologies -C | New | 0.04% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +30.6% | 0.14% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +53.7% | 0.08% | +0.04 |
| TSLA Tesla Inc. | Add +14.6% | 0.74% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| MICRON TECHNOLOGY INC | call | New | 500 | $577K |
| TESLA INC | call | Sold out | 1,500 | $558Kbefore exit |
| SPDR GOLD TR | call | Sold out | 1,200 | $516Kbefore exit |
| NVIDIA CORPORATION | call | Sold out | 2,500 | $436Kbefore exit |
| APPLE INC | call | Sold out | 1,500 | $381Kbefore exit |
| SPACE EXPLORATION TECHN CORP | call | New | 2,000 | $342K |
| MARVELL TECHNOLOGY INC | call | New | 1,000 | $298K |
| ADVANCED MICRO DEVICES INC | call | New | 500 | $290K |
| GOPRO INC | call | Sold out | 10,000 | $8Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 208 | $675.5M | IYW, VOO, IVV, QQQM, EEM |
| Q1 2026 | 189 | $547.3M | IYW, VOO, IVV, QQQM, RWL |
| Q4 2025 | 183 | $569.6M | IYW, VOO, IVV, QQQM, RWL |
| Q3 2025 | 197 | $517.9M | IYW, VOO, IVV, QQQM, RWL |
| Q2 2025 | 174 | $453.9M | IYW, VOO, IVV, QQQM, RWL |
| Q1 2025 | 176 | $393.6M | IYW, VOO, IVV, QQQM, RWL |
| Q4 2024 | 173 | $412.8M | IYW, IVV, IWR, VOO, IJR |