Atlas Legacy Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Atlas Legacy Advisors, LLC reported 174 stock positions worth $453.9 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, 6.6%). Compared with Q1 2025, it opened 11 new positions, sold out of 13, added to 104 and reduced 49. The biggest buy was iShares California Muni Bond (CMF, shares +450%) and the biggest sale Invesco California Amt-Free (PWZ, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002054111
- Portfolio Value
- $453.9M (Q2 2025)
- SEC Filing
- 0002054111-25-000005 ↗ filed Aug 6, 2025
Holdings Value
Holdings 174 stocks · $453.9M
| IYW iShares Ustechnology ETF | 8.49% | 222,300 | $38.5M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 7.40% | 59,117 | $33.6M | Add +4.7% |
| IVV iShares Core S&P 500 ETF | 6.59% | 48,204 | $29.9M | Reduce -4.0% |
| QQQM Invesco Nasdaq 100 ETF | 4.09% | 81,745 | $18.6M | Add +0.4% |
| RWL Invesco S&P 500 Revenue ETF | 3.57% | 155,401 | $16.2M | Add +0.8% |
| IWR iShares Russell Mid-Cap ETF | 2.76% | 136,082 | $12.5M | Reduce -11.7% |
| CMF iShares California Muni Bond | 2.50% | 203,783 | $11.4M | Add +449.7% |
| VGT Vanguard Info Tech ETF | 2.36% | 16,153 | $10.7M | Add +89.2% |
| RSP Invesco S&P 500 Equal Weight | 2.18% | 54,382 | $9.9M | Add +19.9% |
| VYM Vanguard High DVD Yield ETF | 2.15% | 73,197 | $9.8M | Add +2.8% |
| IEFA iShares Core MSCI Eafe ETF | 2.10% | 114,091 | $9.5M | Add +11.8% |
| VHT Vanguard Health Care ETF | 2.02% | 36,828 | $9.1M | Reduce -1.3% |
| MSFT Microsoft Corp. | 1.93% | 17,568 | $8.7M | Add +4.4% |
| AAPL Apple Inc. | 1.87% | 41,306 | $8.5M | Add +18.9% |
| EEM iShares MSCI Emerging Market | 1.83% | 172,015 | $8.3M | Add +61.3% |
| XMMO Invesco S&P Midcap Momentum | 1.68% | 59,193 | $7.6M | Add +1.2% |
| ESGU iShares ESG Aware MSCI USA | 1.45% | 48,636 | $6.6M | Add +1.1% |
| FVD First Trust Value Line DVD | 1.36% | 137,837 | $6.2M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 1.33% | 97,625 | $6.1M | Add +48.4% |
| GTO Invesco Total Return Bond Et | 1.33% | 128,740 | $6.0M | Add +4.5% |
| IJR iShares Core S&P Small-Cap E | 1.33% | 55,165 | $6.0M | Reduce -14.0% |
| JPST JPMorgan Ultra-Short Income | 1.19% | 106,158 | $5.4M | Add +3.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.18% | 8,649 | $5.3M | Add +42.0% |
| ESGV Vanguard ESG US Stock ETF | 1.17% | 48,559 | $5.3M | Add +0.8% |
| NVDA Nvidia Corp. | 1.11% | 31,793 | $5.0M | Add +26.1% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.09% | 212,495 | $5.0M | Add +49.4% |
| JPM JPMorgan Chase & Co. | 0.96% | 14,984 | $4.3M | Reduce -8.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.91% | 65,574 | $4.1M | Add +7.1% |
| IXUS iShares Core Intl Stock ETF | 0.91% | 53,506 | $4.1M | New |
| AMZN Amazon.com Inc. | 0.87% | 17,942 | $3.9M | Add +15.4% |
| EFA iShares MSCI Eafe ETF | 0.84% | 42,461 | $3.8M | Add +59.8% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.83% | 36,003 | $3.8M | Add +1.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.81% | 12,101 | $3.7M | Add +32.7% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.81% | 138,274 | $3.7M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 0.81% | 20,717 | $3.7M | Reduce -6.0% |
| VXUS Vanguard Total Intl Stock | 0.80% | 52,467 | $3.6M | Reduce -1.2% |
| ALL Allstate Corp. | 0.72% | 16,222 | $3.3M | Add +0.2% |
| XLK SS Technology Select Sector | 0.65% | 11,644 | $2.9M | Reduce -12.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.64% | 12,275 | $2.9M | Add +114.0% |
| GBIL Goldman Sachs Access Treasur | 0.60% | 27,289 | $2.7M | Add +13.1% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.59% | 45,021 | $2.7M | Add +6.8% |
| VNQ Vanguard Real Estate ETF | 0.59% | 29,913 | $2.7M | Reduce -2.0% |
| TSLA Tesla Inc. | 0.55% | 7,893 | $2.5M | Add +13.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.55% | 5,686 | $2.5M | Add +67.3% |
| PLTR Palantir Technologies Inc. Class A | 0.52% | 17,191 | $2.3M | Add +5.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.48% | 3 | $2.2M | No change |
| META Meta Platforms Inc. Class A | 0.44% | 2,689 | $2.0M | Add +13.4% |
| VWO Vanguard Ftse Emerging Marke | 0.42% | 38,220 | $1.9M | Add +28.8% |
| GES Guess? Inc. | 0.42% | 156,238 | $1.9M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 31,791 | $1.8M | Add +29.5% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.40% | 66,604 | $1.8M | Reduce -8.8% |
| SPHD Invesco S&P 500 High Dividen | 0.39% | 37,582 | $1.8M | Add +11.9% |
| CGGR Cap Group Growth Equity | 0.38% | 42,328 | $1.7M | Reduce -23.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.38% | 9,706 | $1.7M | Add +34.5% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.36% | 41,756 | $1.6M | Reduce -22.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 3,212 | $1.6M | Add +0.3% |
| USHY iShares Broad Usd High Yield | 0.34% | 41,448 | $1.6M | Add +6.0% |
| COST Costco Wholesale Corp. | 0.34% | 1,565 | $1.5M | Add +26.9% |
| OMFL Invesco Russell 1000 DYN M/F | 0.34% | 26,391 | $1.5M | Add +30.0% |
| HDV iShares Core High Dividend E | 0.33% | 12,932 | $1.5M | Reduce -28.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 5,072 | $1.4M | Add +22.2% |
| MS Morgan Stanley | 0.29% | 9,376 | $1.3M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 0.29% | 7,374 | $1.3M | Add +21.1% |
| COR Cencora Inc. | 0.28% | 4,207 | $1.3M | Add +31.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.27% | 13,153 | $1.2M | Reduce -1.8% |
| DVY iShares Select Dividend ETF | 0.27% | 9,213 | $1.2M | Add +118.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.26% | 1,156 | $1.2M | Add +26.9% |
| HD Home Depot Inc. | 0.25% | 3,047 | $1.1M | Add +13.6% |
| AVGO Broadcom Inc. | 0.24% | 4,004 | $1.1M | Add +43.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 1,902 | $1.0M | Add +55.8% |
| INMD Inmode Ltd. | 0.23% | 71,695 | $1.0M | No change |
| BRO Brown & Brown Inc. | 0.22% | 9,020 | $1.0M | Add +25.6% |
| LIN Linde PLC | 0.22% | 2,128 | $998K | Add +26.5% |
| IWN iShares Russell 2000 Value E | 0.21% | 5,976 | $943K | Reduce -1.0% |
| CB Chubb Ltd. | 0.21% | 3,253 | $942K | Add +35.8% |
| XLC SS Comm Select Sector SPDR | 0.20% | 8,294 | $900K | Add +139.8% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 4,370 | $894K | Add +93.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.20% | 14,195 | $891K | Add +10.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.20% | 14,582 | $889K | Reduce -80.9% |
| AFL Aflac Inc. | 0.19% | 8,343 | $880K | Add +33.7% |
| ORCL Oracle Corp. | 0.19% | 3,929 | $859K | Reduce -0.2% |
| MPAA Motorcar Parts of America Inc. | 0.19% | 76,320 | $855K | No change |
| WMT Walmart Inc. | 0.19% | 8,707 | $851K | Add +1.1% |
| MA Mastercard Inc. Class A | 0.19% | 1,515 | $851K | Add +6.3% |
| ARKK ARK Innovation ETF | 0.18% | 11,669 | $820K | Reduce -15.5% |
| SYK Stryker Corp. | 0.18% | 2,041 | $807K | Add +19.1% |
| SMLF iShares US Smallcap Equity F | 0.18% | 11,760 | $799K | Add +20.3% |
| IEMG iShares Core MSCI Emerging | 0.18% | 13,245 | $795K | New |
| GS Goldman Sachs Group Inc. | 0.17% | 1,097 | $776K | Add +6.6% |
| NFLX Netflix Inc. | 0.17% | 573 | $767K | Add +57.9% |
| ADI Analog Devices Inc. | 0.17% | 3,223 | $767K | Add +18.1% |
| ADP Automatic Data Processing | 0.16% | 2,425 | $748K | Add +24.4% |
| BR Broadridge Financial Solutio | 0.16% | 3,065 | $745K | Add +25.4% |
| MCD McDonald's Corp. | 0.16% | 2,548 | $744K | Add +2.1% |
| IYR iShares US Real Estate ETF | 0.16% | 7,716 | $731K | Add +9.2% |
| LRGF iShares US Equity Factor ETF | 0.15% | 10,503 | $674K | No change |
| CVX Chevron Corp. | 0.14% | 4,571 | $655K | Add +5.1% |
| AMD Advanced Micro Devices | 0.14% | 4,601 | $653K | Add +43.9% |
| EELV Invesco S&P Emerging Markets | 0.14% | 24,944 | $652K | Reduce -36.2% |
| XLE SS Energy Select Sector | 0.14% | 7,587 | $643K | Add +58.2% |
Portfolio Sells Q1 2025 → Q2 2025
| PWZ Invesco California Amt-Free | Reduce -96.0% | 0.09% | −2.62 |
| ACWX iShares MSCI Acwi Ex US ETF | Reduce -80.9% | 0.20% | −0.91 |
| IVV iShares Core S&P 500 ETF | Reduce -4.0% | 6.59% | −0.57 |
| IWR iShares Russell Mid-Cap ETF | Reduce -11.7% | 2.76% | −0.57 |
| VHT Vanguard Health Care ETF | Reduce -1.3% | 2.02% | −0.49 |
| IJR iShares Core S&P Small-Cap E | Reduce -14.0% | 1.33% | −0.38 |
| HDV iShares Core High Dividend E | Reduce -28.1% | 0.33% | −0.21 |
| UNH Unitedhealth Group Inc. | Reduce -39.7% | 0.08% | −0.17 |
| ACWI iShares MSCI Acwi ETF | Reduce -70.9% | 0.06% | −0.17 |
| CGDV Cap Group Dividend Value | Reduce -22.8% | 0.36% | −0.14 |
| CGGR Cap Group Growth Equity | Reduce -23.1% | 0.38% | −0.13 |
| VNQ Vanguard Real Estate ETF | Reduce -2.0% | 0.59% | −0.12 |
| EELV Invesco S&P Emerging Markets | Reduce -36.2% | 0.14% | −0.10 |
| VLUE iShares MSCI USA Value Facto | Sold out | 0.00% | −0.09 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.09 |
| CGXU Cap Group Intl Focus | Reduce -8.8% | 0.40% | −0.08 |
| CL Colgate-Palmolive Co. | Sold out | 0.00% | −0.07 |
| VDE Vanguard Energy ETF | Sold out | 0.00% | −0.07 |
| GOOG Alphabet Inc. Class C | Reduce -6.0% | 0.81% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -8.7% | 0.96% | −0.07 |
| AMGN Amgen Inc. | Reduce -27.8% | 0.08% | −0.06 |
| O Realty Income Corp. | Sold out | 0.00% | −0.06 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.06 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.06 |
| PPG PPG Industries Inc. | Sold out | 0.00% | −0.05 |
| ABT Abbott Laboratories | Reduce -41.6% | 0.06% | −0.05 |
| UNP Union Pacific Corp. | Reduce -40.4% | 0.05% | −0.05 |
| LHX L3HARRIS Technologies Inc. | Sold out | 0.00% | −0.05 |
| NJR New Jersey Resources Corp. | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -14.6% | 0.12% | −0.05 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.05 |
| GES Guess? Inc. | Reduce -0.3% | 0.42% | −0.05 |
| CHD Church & Dwight Co. Inc. | Reduce -37.4% | 0.04% | −0.05 |
| XLK SS Technology Select Sector | Reduce -12.3% | 0.65% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -1.8% | 0.27% | −0.04 |
| BX Blackstone Inc. | Reduce -42.1% | 0.05% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -1.2% | 0.80% | −0.04 |
| FDS Factset Research Systems Inc. | Reduce -24.9% | 0.07% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -6.7% | 0.11% | −0.03 |
| ACN Accenture PLC Class A | Reduce -8.9% | 0.10% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -2.2% | 0.13% | −0.03 |
| BP BP PLC-Spons ADR | Reduce -7.8% | 0.07% | −0.03 |
| SPGI S&P Global Inc. | Reduce -9.6% | 0.11% | −0.03 |
| ITW Illinois Tool Works | Reduce -9.6% | 0.09% | −0.02 |
| IWN iShares Russell 2000 Value E | Reduce -1.0% | 0.21% | −0.02 |
| DBC Invesco DB Commodity Index T | Reduce -0.2% | 0.10% | −0.02 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -2.8% | 0.07% | −0.01 |
| ICE Intercontinental Exchange Inc. | Reduce -2.5% | 0.13% | −0.01 |
| RDIV Invesco S&P Ultra Dividend | Reduce -0.5% | 0.08% | −0.01 |
| WIT Wipro Ltd.-ADR | Sold out | 0.00% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| CMF iShares California Muni Bond | Add +449.7% | 2.50% | +1.97 |
| VGT Vanguard Info Tech ETF | Add +89.2% | 2.36% | +1.13 |
| IXUS iShares Core Intl Stock ETF | New | 0.91% | +0.91 |
| EEM iShares MSCI Emerging Market | Add +61.3% | 1.83% | +0.64 |
| NVDA Nvidia Corp. | Add +26.1% | 1.11% | +0.41 |
| IJH iShares Core S&P Midcap ETF | Add +48.4% | 1.33% | +0.36 |
| MSFT Microsoft Corp. | Add +4.4% | 1.93% | +0.32 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +114.0% | 0.64% | +0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +42.0% | 1.18% | +0.31 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +49.4% | 1.09% | +0.30 |
| EFA iShares MSCI Eafe ETF | Add +59.8% | 0.84% | +0.28 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +67.3% | 0.55% | +0.23 |
| RSP Invesco S&P 500 Equal Weight | Add +19.9% | 2.18% | +0.18 |
| IEMG iShares Core MSCI Emerging | New | 0.18% | +0.18 |
| VTI VG Morningstar TS MKT ETF-US | Add +32.7% | 0.81% | +0.17 |
| PLTR Palantir Technologies Inc. Class A | Add +5.4% | 0.52% | +0.17 |
| IEFA iShares Core MSCI Eafe ETF | Add +11.8% | 2.10% | +0.14 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | New | 0.14% | +0.14 |
| DVY iShares Select Dividend ETF | Add +118.2% | 0.27% | +0.13 |
| AVGO Broadcom Inc. | Add +43.0% | 0.24% | +0.12 |
| AMZN Amazon.com Inc. | Add +15.4% | 0.87% | +0.12 |
| XLC SS Comm Select Sector SPDR | Add +139.8% | 0.20% | +0.11 |
| TSLA Tesla Inc. | Add +13.2% | 0.55% | +0.09 |
| META Meta Platforms Inc. Class A | Add +13.4% | 0.44% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +55.8% | 0.23% | +0.09 |
| VIG Vanguard Dividend Apprec ETF | Add +93.4% | 0.20% | +0.09 |
| NFLX Netflix Inc. | Add +57.9% | 0.17% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +28.8% | 0.42% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +29.5% | 0.40% | +0.07 |
| EMGF iShares Emerging Markets Equ | New | 0.07% | +0.07 |
| DFAI Dimensional International Co. | New | 0.07% | +0.07 |
| PXF Invesco Rafi Developed Marke | Add +93.6% | 0.14% | +0.06 |
| AMD Advanced Micro Devices | Add +43.9% | 0.14% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +34.5% | 0.38% | +0.06 |
| OMFL Invesco Russell 1000 DYN M/F | Add +30.0% | 0.34% | +0.06 |
| PZA Invesco National Amt-Free Mu | New | 0.06% | +0.06 |
| DIS The Walt Disney Co. | New | 0.05% | +0.05 |
| COR Cencora Inc. | Add +31.4% | 0.28% | +0.05 |
| CAT Caterpillar Inc. | New | 0.05% | +0.05 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.05% | +0.05 |
| GE General Electric | New | 0.05% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +21.1% | 0.29% | +0.05 |
| MRK Merck & Co. Inc. | New | 0.05% | +0.05 |
| FYX First Trust Small Cap Core A | Add +94.9% | 0.10% | +0.05 |
| COST Costco Wholesale Corp. | Add +26.9% | 0.34% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +22.2% | 0.31% | +0.04 |
| PSX Phillips 66 | Add +71.9% | 0.12% | +0.04 |
| GWW WW Grainger Inc. | Add +26.9% | 0.26% | +0.04 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +7.1% | 0.91% | +0.03 |
| GD General Dynamics Corp. | Add +41.9% | 0.14% | +0.03 |
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 |