Atlas Legacy Advisors, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Atlas Legacy Advisors, LLC reported 173 stock positions worth $412.8 million. Its top holding was iShares Ustechnology ETF (IYW) at 9.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 7.4%) and iShares Russell Mid-Cap ETF (IWR, 6.0%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002054111
- Portfolio Value
- $412.8M (Q4 2024)
- SEC Filing
- 0002054111-25-000002 ↗ filed Jan 31, 2025
Holdings Value
Holdings 173 stocks · $412.8M
| IYW iShares Ustechnology ETF | 9.28% | 240,052 | $38.3M | — |
| IVV iShares Core S&P 500 ETF | 7.37% | 51,670 | $30.4M | — |
| IWR iShares Russell Mid-Cap ETF | 5.96% | 278,256 | $24.6M | — |
| VOO Vanguard S&P 500 ETF | 3.50% | 26,807 | $14.4M | — |
| IJR iShares Core S&P Small-Cap E | 3.47% | 124,253 | $14.3M | — |
| VGT Vanguard Info Tech ETF | 3.30% | 21,933 | $13.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 2.86% | 40,748 | $11.8M | — |
| PWZ Invesco California Amt-Free | 2.69% | 449,290 | $11.1M | — |
| CGGR Cap Group Growth Equity | 2.67% | 297,019 | $11.0M | — |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 2.49% | 502,070 | $10.3M | — |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 2.45% | 286,769 | $10.1M | — |
| RSP Invesco S&P 500 Equal Weight | 2.38% | 56,063 | $9.8M | — |
| AAPL Apple Inc. | 2.33% | 38,444 | $9.6M | — |
| VHT Vanguard Health Care ETF | 2.33% | 37,917 | $9.6M | — |
| EFA iShares MSCI Eafe ETF | 2.29% | 124,942 | $9.4M | — |
| VYM Vanguard High DVD Yield ETF | 2.28% | 73,616 | $9.4M | — |
| MSFT Microsoft Corp. | 1.81% | 17,726 | $7.5M | — |
| XMMO Invesco S&P Midcap Momentum | 1.76% | 58,757 | $7.3M | — |
| ESGU iShares ESG Aware MSCI USA | 1.56% | 49,890 | $6.4M | — |
| FVD First Trust Value Line DVD | 1.47% | 139,433 | $6.1M | — |
| ESGV Vanguard ESG US Stock ETF | 1.25% | 49,081 | $5.1M | — |
| XLK SS Technology Select Sector | 1.13% | 20,057 | $4.7M | — |
| EEM iShares MSCI Emerging Market | 1.13% | 111,115 | $4.6M | — |
| GOOG Alphabet Inc. Class C | 1.02% | 22,068 | $4.2M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.02% | 7,163 | $4.2M | — |
| VNQ Vanguard Real Estate ETF | 1.01% | 46,898 | $4.2M | — |
| JPM JPMorgan Chase & Co. | 0.94% | 16,194 | $3.9M | — |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.92% | 36,164 | $3.8M | — |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.89% | 66,068 | $3.7M | — |
| NVDA Nvidia Corp. | 0.82% | 25,200 | $3.4M | — |
| AMZN Amazon.com Inc. | 0.81% | 15,177 | $3.3M | — |
| ALL Allstate Corp. | 0.76% | 16,198 | $3.1M | — |
| VXUS Vanguard Total Intl Stock | 0.75% | 52,608 | $3.1M | — |
| TSLA Tesla Inc. | 0.71% | 7,235 | $2.9M | — |
| GBIL Goldman Sachs Access Treasur | 0.62% | 25,454 | $2.5M | — |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 5,505 | $2.3M | — |
| GES Guess? Inc. | 0.53% | 155,829 | $2.2M | — |
| CMF iShares California Muni Bond | 0.53% | 37,950 | $2.2M | — |
| SPHD Invesco S&P 500 High Dividen | 0.51% | 43,404 | $2.1M | — |
| BRK.A Berkshire Hathaway Inc. Class A | 0.49% | 3 | $2.0M | — |
| VB Vanguard Most SM-Cap ETF-Usd | 0.44% | 7,577 | $1.8M | — |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.44% | 73,031 | $1.8M | — |
| PLTR Palantir Technologies Inc. Class A | 0.42% | 22,853 | $1.7M | — |
| OMFL Invesco Russell 1000 DYN M/F | 0.38% | 28,741 | $1.6M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.35% | 3,214 | $1.5M | — |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 33,063 | $1.5M | — |
| IJH iShares Core S&P Midcap ETF | 0.35% | 23,208 | $1.4M | — |
| META Meta Platforms Inc. Class A | 0.32% | 2,222 | $1.3M | — |
| VEA Vanguard Ftse Developed ETF | 0.31% | 27,017 | $1.3M | — |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 7,623 | $1.3M | — |
| HDV iShares Core High Dividend E | 0.31% | 11,376 | $1.3M | — |
| HD Home Depot Inc. | 0.30% | 3,229 | $1.3M | — |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.30% | 1,157 | $1.2M | — |
| COST Costco Wholesale Corp. | 0.29% | 1,329 | $1.2M | — |
| MS Morgan Stanley | 0.29% | 9,405 | $1.2M | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 4,325 | $1.1M | — |
| USMV iShares MSCI USA Min Vol Fac | 0.27% | 12,671 | $1.1M | — |
| UNH Unitedhealth Group Inc. | 0.26% | 2,154 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 0.26% | 5,702 | $1.1M | — |
| ARKK ARK Innovation ETF | 0.25% | 18,423 | $1.0M | — |
| IWN iShares Russell 2000 Value E | 0.24% | 6,038 | $991K | — |
| EELV Invesco S&P Emerging Markets | 0.23% | 40,606 | $951K | — |
| BRO Brown & Brown Inc. | 0.23% | 9,207 | $939K | — |
| COR Cencora Inc. | 0.23% | 4,141 | $930K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 1,773 | $906K | — |
| ACWI iShares MSCI Acwi ETF | 0.22% | 7,634 | $897K | — |
| AFL Aflac Inc. | 0.22% | 8,643 | $894K | — |
| CB Chubb Ltd. | 0.21% | 3,158 | $873K | — |
| INMD Inmode Ltd. | 0.21% | 50,799 | $848K | — |
| LIN Linde PLC | 0.21% | 2,025 | $848K | — |
| EEMV iShares MSCI Emg MKT Min Vol | 0.20% | 14,546 | $844K | — |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 4,200 | $822K | — |
| XLC SS Comm Select Sector SPDR | 0.19% | 8,294 | $803K | — |
| SYK Stryker Corp. | 0.19% | 2,158 | $777K | — |
| WMT Walmart Inc. | 0.19% | 8,572 | $774K | — |
| IYR iShares US Real Estate ETF | 0.19% | 8,217 | $765K | — |
| MA Mastercard Inc. Class A | 0.18% | 1,423 | $749K | — |
| ADI Analog Devices Inc. | 0.18% | 3,502 | $744K | — |
| ACN Accenture PLC Class A | 0.18% | 2,069 | $728K | — |
| BR Broadridge Financial Solutio | 0.17% | 3,130 | $708K | — |
| SMLF iShares US Smallcap Equity F | 0.17% | 10,431 | $704K | — |
| ADP Automatic Data Processing | 0.17% | 2,396 | $701K | — |
| MCD McDonald's Corp. | 0.17% | 2,395 | $694K | — |
| ORCL Oracle Corp. | 0.16% | 4,084 | $681K | — |
| PAYX Paychex Inc. | 0.16% | 4,785 | $671K | — |
| AVGO Broadcom Inc. | 0.16% | 2,827 | $655K | — |
| LRGF iShares US Equity Factor ETF | 0.15% | 10,503 | $634K | — |
| JPST JPMorgan Ultra-Short Income | 0.15% | 12,479 | $629K | — |
| BLK BlackRock Inc. | 0.15% | 609 | $624K | — |
| LOW Lowe's Cos Inc. | 0.15% | 2,470 | $610K | — |
| LLY Eli Lilly & Co. | 0.14% | 764 | $590K | — |
| MPAA Motorcar Parts of America Inc. | 0.14% | 76,320 | $580K | — |
| PG The Procter & Gamble Co. | 0.14% | 3,451 | $579K | — |
| CVX Chevron Corp. | 0.14% | 3,944 | $571K | — |
| DVY iShares Select Dividend ETF | 0.13% | 4,222 | $554K | — |
| GD General Dynamics Corp. | 0.13% | 2,087 | $550K | — |
| EMR Emerson Electric Co. | 0.13% | 4,429 | $549K | — |
| IEMG iShares Core MSCI Emerging | 0.13% | 10,229 | $534K | — |
| SPGI S&P Global Inc. | 0.13% | 1,068 | $532K | — |
| PSX Phillips 66 | 0.13% | 4,657 | $531K | — |
| BX Blackstone Inc. | 0.13% | 3,051 | $526K | — |
| VTIP Vanguard Short-Term Tips | 0.13% | 10,861 | $526K | — |
| PXF Invesco Rafi Developed Marke | 0.12% | 10,627 | $509K | — |
| ICE Intercontinental Exchange Inc. | 0.12% | 3,269 | $487K | — |
| MUB iShares National Muni Bond E | 0.12% | 4,541 | $484K | — |
| ITW Illinois Tool Works | 0.12% | 1,903 | $483K | — |
| TXN Texas Instruments Inc. | 0.12% | 2,569 | $482K | — |
| FYX First Trust Small Cap Core A | 0.11% | 4,682 | $473K | — |
| XYL Xylem Inc. | 0.11% | 4,074 | $473K | — |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 9,416 | $472K | — |
| AMD Advanced Micro Devices | 0.11% | 3,874 | $468K | — |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.11% | 1,670 | $468K | — |
| DBC Invesco DB Commodity Index T | 0.11% | 21,320 | $456K | — |
| AGG iShares Core U.S. Aggregate | 0.11% | 4,614 | $447K | — |
| FDS Factset Research Systems Inc. | 0.11% | 918 | $441K | — |
| ABT Abbott Laboratories | 0.11% | 3,883 | $439K | — |
| AMGN Amgen Inc. | 0.11% | 1,670 | $435K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.10% | 3,581 | $433K | — |
| NFLX Netflix Inc. | 0.10% | 482 | $430K | — |
| XOM Exxon Mobil Corp. | 0.10% | 3,976 | $428K | — |
| RY Royal Bank of Canada | 0.10% | 3,513 | $423K | — |
| XLE SS Energy Select Sector | 0.10% | 4,797 | $411K | — |
| MUNI PIMCO Intermediate Municipal | 0.10% | 7,803 | $404K | — |
| UNP Union Pacific Corp. | 0.10% | 1,769 | $403K | — |
| HON Honeywell International Inc. | 0.10% | 1,782 | $403K | — |
| SHM SS SPDR N Ice St Muni ETF | 0.09% | 8,139 | $386K | — |
| CGCP Cap Group Core Plus Income | 0.09% | 17,140 | $381K | — |
| RTX RTX Corp. | 0.09% | 3,268 | $378K | — |
| RDIV Invesco S&P Ultra Dividend | 0.09% | 7,476 | $361K | — |
| GS Goldman Sachs Group Inc. | 0.09% | 622 | $356K | — |
| CHD Church & Dwight Co. Inc. | 0.09% | 3,361 | $352K | — |
| ARKB ARK 21SHARES Bitcoin ETF | 0.08% | 3,644 | $340K | — |
| CSCO Cisco Systems Inc. | 0.08% | 5,483 | $325K | — |
| BP BP PLC-Spons ADR | 0.08% | 10,897 | $322K | — |
| V Visa Inc. Class A | 0.08% | 1,016 | $321K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.08% | 743 | $316K | — |
| NJR New Jersey Resources Corp. | 0.08% | 6,733 | $314K | — |
| SPLV Invesco S&P 500 Low Volatili | 0.08% | 4,457 | $312K | — |
| SUB iShares Short-Term National | 0.08% | 2,950 | $311K | — |
| CL Colgate-Palmolive Co. | 0.08% | 3,420 | $311K | — |
| SHW The Sherwin-Williams Co. | 0.07% | 904 | $307K | — |
| XMLV Invesco S&P Midcap Low Volat | 0.07% | 4,983 | $303K | — |
| VLUE iShares MSCI USA Value Facto | 0.07% | 2,783 | $294K | — |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.07% | 5,806 | $289K | — |
| ABBV Abbvie Inc. | 0.07% | 1,613 | $287K | — |
| O Realty Income Corp. | 0.07% | 5,233 | $279K | — |
| PZA Invesco National Amt-Free Mu | 0.07% | 11,795 | $278K | — |
| CTAS Cintas Corp. | 0.07% | 1,507 | $275K | — |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.06% | 5,196 | $268K | — |
| EMGF iShares Emerging Markets Equ | 0.06% | 5,904 | $267K | — |
| VDE Vanguard Energy ETF | 0.06% | 2,177 | $264K | — |
| UPS United Parcel Service Class B | 0.06% | 2,090 | $264K | — |
| IWV iShares Russell 3000 ETF | 0.06% | 781 | $261K | — |
| MDLZ Mondelez International Inc. Class A | 0.06% | 4,292 | $256K | — |
| QCOM Qualcomm Inc. | 0.06% | 1,653 | $254K | — |
| JNJ Johnson & Johnson | 0.06% | 1,737 | $251K | — |
| MRK Merck & Co. Inc. | 0.06% | 2,504 | $249K | — |
| WFC Wells Fargo & Co. | 0.06% | 3,486 | $245K | — |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 1,239 | $245K | — |
| ADBE Adobe Inc. | 0.06% | 548 | $244K | — |
| PPG PPG Industries Inc. | 0.06% | 2,029 | $242K | — |
| EMB iShares JP Morgan Usd Emergi | 0.06% | 2,688 | $239K | — |
| IWM iShares Russell 2000 ETF | 0.06% | 1,064 | $235K | — |
| AOA iShares Core 80/20 Aggressiv | 0.06% | 3,065 | $235K | — |
| IWF iShares Russell 1000 Growth | 0.05% | 563 | $226K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 5,008 | $220K | — |
| CMCSA Comcast Corp. Class A | 0.05% | 5,796 | $218K | — |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 618 | $211K | — |
| VZ Verizon Communications Inc. | 0.05% | 5,143 | $206K | — |
| LHX L3HARRIS Technologies Inc. | 0.05% | 974 | $205K | — |
| WIT Wipro Ltd.-ADR | 0.01% | 16,528 | $59K | — |
| QS Quantumscape Corp. | 0.01% | 10,269 | $53K | — |
| NMAD Nomad Power Solutions Inc. filed as LIXTE BIOTECHNOLOGY HLDGS IN | 0.01% | 12,707 | $26K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |