Atlas Legacy Advisors, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Atlas Legacy Advisors, LLC reported 176 stock positions worth $393.6 million. Its top holding was iShares Ustechnology ETF (IYW) at 8.5% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.4%) and iShares Core S&P 500 ETF (IVV, 7.2%). Compared with Q4 2024, it opened 12 new positions, sold out of 9, added to 41 and reduced 111. The biggest buy was a new position in Invesco Nasdaq 100 ETF (QQQM) and the biggest sale iShares Russell Mid-Cap ETF (IWR, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002054111
- Portfolio Value
- $393.6M (Q1 2025)
- SEC Filing
- 0002054111-25-000003 ↗ filed May 7, 2025
Holdings Value
Holdings 176 stocks · $393.6M
| IYW iShares Ustechnology ETF | 8.46% | 222,465 | $33.3M | Reduce -7.3% |
| VOO Vanguard S&P 500 ETF | 7.37% | 56,466 | $29.0M | Add +110.6% |
| IVV iShares Core S&P 500 ETF | 7.17% | 50,215 | $28.2M | Reduce -2.8% |
| QQQM Invesco Nasdaq 100 ETF | 4.20% | 81,452 | $16.5M | New |
| RWL Invesco S&P 500 Revenue ETF | 3.93% | 154,187 | $15.5M | New |
| IWR iShares Russell Mid-Cap ETF | 3.33% | 154,057 | $13.1M | Reduce -44.6% |
| PWZ Invesco California Amt-Free | 2.71% | 444,988 | $10.7M | Reduce -1.0% |
| VHT Vanguard Health Care ETF | 2.51% | 37,306 | $9.9M | Reduce -1.6% |
| VYM Vanguard High DVD Yield ETF | 2.33% | 71,214 | $9.2M | Reduce -3.3% |
| RSP Invesco S&P 500 Equal Weight | 2.00% | 45,340 | $7.9M | Reduce -19.1% |
| IEFA iShares Core MSCI Eafe ETF | 1.96% | 102,024 | $7.7M | New |
| AAPL Apple Inc. | 1.96% | 34,726 | $7.7M | Reduce -9.7% |
| XMMO Invesco S&P Midcap Momentum | 1.76% | 58,481 | $6.9M | Reduce -0.5% |
| IJR iShares Core S&P Small-Cap E | 1.70% | 64,124 | $6.7M | Reduce -48.4% |
| MSFT Microsoft Corp. | 1.61% | 16,831 | $6.3M | Reduce -5.0% |
| FVD First Trust Value Line DVD | 1.55% | 136,778 | $6.1M | Reduce -1.9% |
| ESGU iShares ESG Aware MSCI USA | 1.53% | 48,090 | $6.0M | Reduce -3.6% |
| GTO Invesco Total Return Bond Et | 1.46% | 123,184 | $5.8M | New |
| JPST JPMorgan Ultra-Short Income | 1.33% | 103,077 | $5.2M | Add +726.0% |
| ESGV Vanguard ESG US Stock ETF | 1.24% | 48,166 | $4.9M | Reduce -1.9% |
| VGT Vanguard Info Tech ETF | 1.23% | 8,536 | $4.9M | Reduce -61.1% |
| EEM iShares MSCI Emerging Market | 1.18% | 106,645 | $4.7M | Reduce -4.0% |
| ACWX iShares MSCI Acwi Ex US ETF | 1.10% | 76,407 | $4.3M | New |
| JPM JPMorgan Chase & Co. | 1.02% | 16,402 | $4.0M | Add +1.3% |
| IJH iShares Core S&P Midcap ETF | 0.98% | 65,785 | $3.8M | Add +183.5% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.92% | 35,572 | $3.6M | Reduce -1.6% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.89% | 130,330 | $3.5M | New |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.88% | 61,252 | $3.5M | Reduce -7.3% |
| GOOG Alphabet Inc. Class C | 0.87% | 22,044 | $3.4M | Reduce -0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.87% | 6,093 | $3.4M | Reduce -14.9% |
| ALL Allstate Corp. | 0.85% | 16,191 | $3.4M | Reduce -0.0% |
| VXUS Vanguard Total Intl Stock | 0.84% | 53,098 | $3.3M | Add +0.9% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.80% | 142,214 | $3.1M | Reduce -71.7% |
| AMZN Amazon.com Inc. | 0.75% | 15,548 | $3.0M | Add +2.4% |
| VNQ Vanguard Real Estate ETF | 0.70% | 30,532 | $2.8M | Reduce -34.9% |
| XLK SS Technology Select Sector | 0.70% | 13,275 | $2.7M | Reduce -33.8% |
| NVDA Nvidia Corp. | 0.69% | 25,215 | $2.7M | Add +0.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 9,116 | $2.5M | Reduce -77.6% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.62% | 42,159 | $2.4M | New |
| GBIL Goldman Sachs Access Treasur | 0.61% | 24,139 | $2.4M | Reduce -5.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.61% | 3 | $2.4M | No change |
| EFA iShares MSCI Eafe ETF | 0.55% | 26,575 | $2.2M | Reduce -78.7% |
| HDV iShares Core High Dividend E | 0.54% | 17,989 | $2.1M | Add +58.1% |
| CMF iShares California Muni Bond | 0.53% | 37,072 | $2.1M | Reduce -2.3% |
| CGGR Cap Group Growth Equity | 0.51% | 55,038 | $2.0M | Reduce -81.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.50% | 54,061 | $2.0M | Reduce -81.2% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.48% | 73,052 | $1.9M | Add +0.0% |
| GES Guess? Inc. | 0.47% | 156,697 | $1.8M | Add +0.6% |
| TSLA Tesla Inc. | 0.46% | 6,972 | $1.8M | Reduce -3.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 3,202 | $1.7M | Reduce -0.4% |
| SPHD Invesco S&P 500 High Dividen | 0.42% | 33,576 | $1.7M | Reduce -22.6% |
| USHY iShares Broad Usd High Yield | 0.37% | 39,105 | $1.4M | New |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 16,304 | $1.4M | Reduce -28.7% |
| META Meta Platforms Inc. Class A | 0.35% | 2,371 | $1.4M | Add +6.7% |
| VWO Vanguard Ftse Emerging Marke | 0.34% | 29,667 | $1.3M | Reduce -10.3% |
| INMD Inmode Ltd. | 0.34% | 71,695 | $1.3M | Add +41.1% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 24,549 | $1.3M | Reduce -9.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 5,735 | $1.3M | Reduce -24.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 3,399 | $1.3M | Reduce -38.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.32% | 7,214 | $1.3M | Reduce -5.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.32% | 13,391 | $1.2M | Add +5.7% |
| COST Costco Wholesale Corp. | 0.30% | 1,233 | $1.2M | Reduce -7.2% |
| OMFL Invesco Russell 1000 DYN M/F | 0.28% | 20,301 | $1.1M | Reduce -29.4% |
| MS Morgan Stanley | 0.28% | 9,399 | $1.1M | Reduce -0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 4,150 | $1.1M | Reduce -4.0% |
| UNH Unitedhealth Group Inc. | 0.25% | 1,903 | $997K | Reduce -11.7% |
| HD Home Depot Inc. | 0.25% | 2,682 | $983K | Reduce -16.9% |
| EELV Invesco S&P Emerging Markets | 0.24% | 39,096 | $952K | Reduce -3.7% |
| GOOGL Alphabet Inc. Class A | 0.24% | 6,089 | $942K | Add +6.8% |
| ACWI iShares MSCI Acwi ETF | 0.23% | 7,634 | $914K | No change |
| IWN iShares Russell 2000 Value E | 0.23% | 6,036 | $911K | Reduce -0.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.23% | 911 | $900K | Reduce -21.3% |
| BRO Brown & Brown Inc. | 0.23% | 7,180 | $893K | Reduce -22.0% |
| COR Cencora Inc. | 0.23% | 3,203 | $891K | Reduce -22.6% |
| LIN Linde PLC | 0.20% | 1,682 | $783K | Reduce -16.9% |
| MA Mastercard Inc. Class A | 0.20% | 1,425 | $781K | Add +0.1% |
| MCD McDonald's Corp. | 0.20% | 2,495 | $779K | Add +4.2% |
| MPAA Motorcar Parts of America Inc. | 0.20% | 76,320 | $772K | No change |
| WMT Walmart Inc. | 0.19% | 8,609 | $756K | Add +0.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.19% | 12,823 | $754K | Reduce -11.8% |
| ARKK ARK Innovation ETF | 0.19% | 13,809 | $748K | Reduce -25.0% |
| CVX Chevron Corp. | 0.18% | 4,349 | $728K | Add +10.3% |
| CB Chubb Ltd. | 0.18% | 2,396 | $724K | Reduce -24.1% |
| AFL Aflac Inc. | 0.18% | 6,240 | $694K | Reduce -27.8% |
| IYR iShares US Real Estate ETF | 0.17% | 7,064 | $669K | Reduce -14.0% |
| PG The Procter & Gamble Co. | 0.17% | 3,847 | $656K | Add +11.5% |
| SYK Stryker Corp. | 0.16% | 1,713 | $638K | Reduce -20.6% |
| LLY Eli Lilly & Co. | 0.16% | 771 | $637K | Add +0.9% |
| SMLF iShares US Smallcap Equity F | 0.16% | 9,779 | $632K | Reduce -6.3% |
| LRGF iShares US Equity Factor ETF | 0.16% | 10,503 | $626K | No change |
| ADP Automatic Data Processing | 0.15% | 1,950 | $596K | Reduce -18.6% |
| BR Broadridge Financial Solutio | 0.15% | 2,445 | $593K | Reduce -21.9% |
| PAYX Paychex Inc. | 0.15% | 3,833 | $591K | Reduce -19.9% |
| BLK BlackRock Inc. | 0.15% | 606 | $574K | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.15% | 2,459 | $574K | Reduce -0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 1,221 | $573K | Reduce -31.1% |
| DVY iShares Select Dividend ETF | 0.14% | 4,222 | $567K | No change |
| ICE Intercontinental Exchange Inc. | 0.14% | 3,272 | $564K | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.14% | 1,029 | $562K | Add +65.4% |
| AMGN Amgen Inc. | 0.14% | 1,772 | $552K | Add +6.1% |
Portfolio Sells Q4 2024 → Q1 2025
| IWR iShares Russell Mid-Cap ETF | Reduce -44.6% | 3.33% | −2.63 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -77.6% | 0.64% | −2.22 |
| CGGR Cap Group Growth Equity | Reduce -81.5% | 0.51% | −2.17 |
| VGT Vanguard Info Tech ETF | Reduce -61.1% | 1.23% | −2.07 |
| CGDV Cap Group Dividend Value | Reduce -81.2% | 0.50% | −1.95 |
| IJR iShares Core S&P Small-Cap E | Reduce -48.4% | 1.70% | −1.76 |
| EFA iShares MSCI Eafe ETF | Reduce -78.7% | 0.55% | −1.74 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Reduce -71.7% | 0.80% | −1.69 |
| IYW iShares Ustechnology ETF | Reduce -7.3% | 8.46% | −0.82 |
| XLK SS Technology Select Sector | Reduce -33.8% | 0.70% | −0.43 |
| RSP Invesco S&P 500 Equal Weight | Reduce -19.1% | 2.00% | −0.38 |
| AAPL Apple Inc. | Reduce -9.7% | 1.96% | −0.37 |
| VNQ Vanguard Real Estate ETF | Reduce -34.9% | 0.70% | −0.31 |
| TSLA Tesla Inc. | Reduce -3.6% | 0.46% | −0.25 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -38.3% | 0.32% | −0.23 |
| MSFT Microsoft Corp. | Reduce -5.0% | 1.61% | −0.20 |
| IVV iShares Core S&P 500 ETF | Reduce -2.8% | 7.17% | −0.20 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -14.9% | 0.87% | −0.15 |
| GOOG Alphabet Inc. Class C | Reduce -0.1% | 0.87% | −0.14 |
| IEMG iShares Core MSCI Emerging | Sold out | 0.00% | −0.13 |
| VTIP Vanguard Short-Term Tips | Sold out | 0.00% | −0.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -24.3% | 0.32% | −0.12 |
| XLC SS Comm Select Sector SPDR | Reduce -58.3% | 0.08% | −0.11 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -29.4% | 0.28% | −0.10 |
| VIG Vanguard Dividend Apprec ETF | Reduce -46.2% | 0.11% | −0.09 |
| SPHD Invesco S&P 500 High Dividen | Reduce -22.6% | 0.42% | −0.09 |
| ARKB ARK 21SHARES Bitcoin ETF | Sold out | 0.00% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -31.1% | 0.15% | −0.07 |
| PLTR Palantir Technologies Inc. Class A | Reduce -28.7% | 0.35% | −0.07 |
| PZA Invesco National Amt-Free Mu | Sold out | 0.00% | −0.07 |
| GWW WW Grainger Inc. | Reduce -21.3% | 0.23% | −0.07 |
| EMGF iShares Emerging Markets Equ | Sold out | 0.00% | −0.06 |
| ARKK ARK Innovation ETF | Reduce -25.0% | 0.19% | −0.06 |
| IWV iShares Russell 3000 ETF | Sold out | 0.00% | −0.06 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.06 |
| FYX First Trust Small Cap Core A | Reduce -48.7% | 0.06% | −0.06 |
| TSM Taiwan Semiconductor-SP ADR | Sold out | 0.00% | −0.06 |
| HD Home Depot Inc. | Reduce -16.9% | 0.25% | −0.05 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.05 |
| PXF Invesco Rafi Developed Marke | Reduce -45.6% | 0.08% | −0.05 |
| PSX Phillips 66 | Reduce -41.9% | 0.08% | −0.04 |
| ADI Analog Devices Inc. | Reduce -22.0% | 0.14% | −0.04 |
| AFL Aflac Inc. | Reduce -27.8% | 0.18% | −0.04 |
| BX Blackstone Inc. | Reduce -19.6% | 0.09% | −0.04 |
| AVGO Broadcom Inc. | Reduce -1.0% | 0.12% | −0.04 |
| ACN Accenture PLC Class A | Reduce -16.6% | 0.14% | −0.04 |
| GD General Dynamics Corp. | Reduce -29.0% | 0.10% | −0.03 |
| AMD Advanced Micro Devices | Reduce -17.4% | 0.08% | −0.03 |
| CB Chubb Ltd. | Reduce -24.1% | 0.18% | −0.03 |
| SYK Stryker Corp. | Reduce -20.6% | 0.16% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| QQQM Invesco Nasdaq 100 ETF | New | 4.20% | +4.20 |
| RWL Invesco S&P 500 Revenue ETF | New | 3.93% | +3.93 |
| VOO Vanguard S&P 500 ETF | Add +110.6% | 7.37% | +3.87 |
| IEFA iShares Core MSCI Eafe ETF | New | 1.96% | +1.96 |
| GTO Invesco Total Return Bond Et | New | 1.46% | +1.46 |
| JPST JPMorgan Ultra-Short Income | Add +726.0% | 1.33% | +1.17 |
| ACWX iShares MSCI Acwi Ex US ETF | New | 1.10% | +1.10 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.89% | +0.89 |
| IJH iShares Core S&P Midcap ETF | Add +183.5% | 0.98% | +0.62 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | New | 0.62% | +0.62 |
| USHY iShares Broad Usd High Yield | New | 0.37% | +0.37 |
| HDV iShares Core High Dividend E | Add +58.1% | 0.54% | +0.23 |
| INMD Inmode Ltd. | Add +41.1% | 0.34% | +0.13 |
| VXUS Vanguard Total Intl Stock | Add +0.9% | 0.84% | +0.09 |
| JPM JPMorgan Chase & Co. | Add +1.3% | 1.02% | +0.08 |
| GS Goldman Sachs Group Inc. | Add +65.4% | 0.14% | +0.06 |
| PM Philip Morris International | New | 0.06% | +0.06 |
| BSV Vanguard Short-Term Bond ETF | New | 0.05% | +0.05 |
| PEP Pepsico Inc. | New | 0.05% | +0.05 |
| SBUX Starbucks Corp. | New | 0.05% | +0.05 |
| CVX Chevron Corp. | Add +10.3% | 0.18% | +0.05 |
| USMV iShares MSCI USA Min Vol Fac | Add +5.7% | 0.32% | +0.04 |
| CGXU Cap Group Intl Focus | Add +0.0% | 0.48% | +0.04 |
| JNJ Johnson & Johnson | Add +30.8% | 0.10% | +0.03 |
| AMGN Amgen Inc. | Add +6.1% | 0.14% | +0.03 |
| META Meta Platforms Inc. Class A | Add +6.7% | 0.35% | +0.03 |
| MCD McDonald's Corp. | Add +4.2% | 0.20% | +0.03 |
| MDLZ Mondelez International Inc. Class A | Add +20.8% | 0.09% | +0.03 |
| PG The Procter & Gamble Co. | Add +11.5% | 0.17% | +0.03 |
| XOM Exxon Mobil Corp. | Add +7.4% | 0.13% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +0.1% | 0.14% | +0.03 |
| VLUE iShares MSCI USA Value Facto | Add +23.1% | 0.09% | +0.02 |
| LLY Eli Lilly & Co. | Add +0.9% | 0.16% | +0.02 |
| BP BP PLC-Spons ADR | Add +2.2% | 0.10% | +0.02 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.20% | +0.02 |
| XMLV Invesco S&P Midcap Low Volat | Add +15.2% | 0.09% | +0.02 |
| CTAS Cintas Corp. | Add +0.3% | 0.08% | +0.01 |
| XYL Xylem Inc. | Add +0.2% | 0.13% | +0.01 |
| SPGI S&P Global Inc. | Add +0.4% | 0.14% | +0.01 |
| UNP Union Pacific Corp. | Add +0.6% | 0.11% | +0.01 |
| CHD Church & Dwight Co. Inc. | Add +0.4% | 0.09% | +0.01 |
| QCOM Qualcomm Inc. | Add +3.5% | 0.07% | +0.01 |
| WMT Walmart Inc. | Add +0.4% | 0.19% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +11.1% | 0.06% | +0.00 |
| TXN Texas Instruments Inc. | Add +1.7% | 0.12% | +0.00 |
| BAC Bank of America Corp. | Add +2.4% | 0.05% | +0.00 |
| WIT Wipro Ltd.-ADR | Add +5.0% | 0.01% | −0.00 |
| FDS Factset Research Systems Inc. | Add +0.2% | 0.11% | −0.00 |
| ADBE Adobe Inc. | Add +3.1% | 0.06% | −0.00 |
| GOOGL Alphabet Inc. Class A | Add +6.8% | 0.24% | −0.02 |
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 |