Atlas Legacy Advisors, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Atlas Legacy Advisors, LLC reported 183 stock positions worth $569.6 million. Its top holding was iShares Ustechnology ETF (IYW) at 8.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 7.3%) and iShares Core S&P 500 ETF (IVV, 6.5%). Compared with Q3 2025, it opened 6 new positions, sold out of 20, added to 131 and reduced 34. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +15%) and the biggest sale JPMorgan Chase (JPM, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- LOS ANGELES, CA
- CIK
- 0002054111
- Portfolio Value
- $569.6M (Q4 2025)
- SEC Filing
- 0002054111-26-000001 ↗ filed Jan 29, 2026
Holdings Value
Holdings 183 stocks · $569.6M
| IYW iShares Ustechnology ETF | 8.35% | 238,284 | $47.6M | Add +11.7% |
| VOO Vanguard S&P 500 ETF | 7.30% | 66,339 | $41.6M | Add +9.0% |
| IVV iShares Core S&P 500 ETF | 6.46% | 53,703 | $36.8M | Add +15.1% |
| QQQM Invesco Nasdaq 100 ETF | 4.07% | 91,693 | $23.2M | Add +11.0% |
| RWL Invesco S&P 500 Revenue ETF | 3.68% | 182,893 | $20.9M | Add +13.8% |
| AAPL Apple Inc. | 2.88% | 61,424 | $16.4M | Add +8.0% |
| IWR iShares Russell Mid-Cap ETF | 2.43% | 143,667 | $13.8M | Add +11.8% |
| VGT Vanguard Info Tech ETF | 2.23% | 16,891 | $12.7M | Add +3.5% |
| CMF iShares California Muni Bond | 2.15% | 213,047 | $12.2M | Add +6.2% |
| MSFT Microsoft Corp. | 2.05% | 24,468 | $11.7M | Add +3.7% |
| VHT Vanguard Health Care ETF | 2.02% | 40,029 | $11.5M | Add +13.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.96% | 124,850 | $11.2M | Add +12.7% |
| GOOG Alphabet Inc. Class C | 1.85% | 33,373 | $10.5M | Add +6.2% |
| VYM Vanguard High DVD Yield ETF | 1.78% | 70,750 | $10.2M | Add +4.0% |
| RSP Invesco S&P 500 Equal Weight | 1.74% | 51,762 | $9.9M | Add +1.9% |
| EEM iShares MSCI Emerging Market | 1.68% | 175,380 | $9.6M | Add +6.1% |
| NVDA Nvidia Corp. | 1.62% | 50,148 | $9.2M | Add +3.2% |
| XMMO Invesco S&P Midcap Momentum | 1.38% | 56,782 | $7.9M | Add +3.7% |
| AMZN Amazon.com Inc. | 1.34% | 32,964 | $7.6M | Add +17.5% |
| IJH iShares Core S&P Midcap ETF | 1.31% | 113,141 | $7.5M | Add +15.6% |
| GTO Invesco Total Return Bond Et | 1.25% | 149,784 | $7.1M | Add +4.2% |
| ESGU iShares ESG Aware MSCI USA | 1.23% | 47,143 | $7.0M | Add +5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 9,530 | $6.5M | Add +7.2% |
| IJR iShares Core S&P Small-Cap E | 1.14% | 53,816 | $6.5M | Add +3.8% |
| JPST JPMorgan Ultra-Short Income | 1.08% | 121,457 | $6.1M | Add +4.6% |
| FVD First Trust Value Line DVD | 1.02% | 126,295 | $5.8M | Add +1.1% |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 1.01% | 223,504 | $5.8M | Add +11.0% |
| JPM JPMorgan Chase & Co. | 1.01% | 18,029 | $5.7M | Reduce -5.1% |
| ESGV Vanguard ESG US Stock ETF | 1.00% | 47,207 | $5.7M | Add +4.6% |
| TSLA Tesla Inc. | 0.93% | 11,944 | $5.3M | Add +26.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.82% | 13,983 | $4.7M | Add +10.2% |
| IXUS iShares Core Intl Stock ETF | 0.80% | 54,144 | $4.6M | Add +2.8% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.80% | 62,715 | $4.6M | Add +3.5% |
| ALL Allstate Corp. | 0.74% | 20,671 | $4.2M | Reduce -1.2% |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | 0.74% | 159,618 | $4.2M | Add +4.2% |
| EFA iShares MSCI Eafe ETF | 0.70% | 41,611 | $4.0M | Add +13.8% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.69% | 34,997 | $3.9M | Add +6.8% |
| VXUS Vanguard Total Intl Stock | 0.64% | 48,539 | $3.7M | Add +2.4% |
| GOOGL Alphabet Inc. Class A | 0.63% | 11,313 | $3.6M | Add +2.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.61% | 13,380 | $3.5M | Add +10.2% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 0.58% | 51,619 | $3.3M | Add +8.9% |
| XLK SS Technology Select Sector | 0.56% | 22,070 | $3.2M | Reduce -1.6% |
| CGGR Cap Group Growth Equity | 0.55% | 70,176 | $3.1M | Add +8.8% |
| MS Morgan Stanley | 0.52% | 16,394 | $2.9M | Reduce -4.5% |
| META Meta Platforms Inc. Class A | 0.51% | 4,525 | $2.9M | Add +4.3% |
| VNQ Vanguard Real Estate ETF | 0.49% | 31,299 | $2.8M | Add +18.8% |
| GES Guess? Inc. | 0.46% | 156,418 | $2.6M | Reduce -0.0% |
| GBIL Goldman Sachs Access Treasur | 0.45% | 25,382 | $2.5M | Add +10.0% |
| VWO Vanguard Ftse Emerging Marke | 0.44% | 46,873 | $2.5M | Add +23.2% |
| AVGO Broadcom Inc. | 0.44% | 7,354 | $2.5M | Add +4.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 5,117 | $2.5M | Add +4.4% |
| VEA Vanguard Ftse Developed ETF | 0.41% | 37,242 | $2.3M | Add +19.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.40% | 3 | $2.3M | No change |
| PLTR Palantir Technologies Inc. Class A | 0.40% | 12,770 | $2.3M | Reduce -0.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.37% | 48,263 | $2.1M | Add +14.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.36% | 4,155 | $2.1M | Add +12.0% |
| HDV iShares Core High Dividend E | 0.35% | 16,274 | $2.0M | Add +23.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.33% | 9,831 | $1.9M | Add +6.8% |
| COR Cencora Inc. | 0.32% | 5,317 | $1.8M | Add +13.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.32% | 26,793 | $1.8M | Add +13.4% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.31% | 60,660 | $1.8M | Add +3.5% |
| USHY iShares Broad Usd High Yield | 0.31% | 46,961 | $1.8M | Add +4.1% |
| OMFL Invesco Russell 1000 DYN M/F | 0.30% | 27,760 | $1.7M | Add +3.9% |
| LLY Eli Lilly & Co. | 0.29% | 1,546 | $1.6M | Add +5.4% |
| COST Costco Wholesale Corp. | 0.28% | 1,841 | $1.6M | Add +9.4% |
| IWN iShares Russell 2000 Value E | 0.27% | 8,634 | $1.6M | Add +58.7% |
| MA Mastercard Inc. Class A | 0.27% | 2,786 | $1.6M | Add +45.9% |
| GWW WW Grainger Inc. | 0.26% | 1,466 | $1.5M | Add +9.8% |
| SPHD Invesco S&P 500 High Dividen | 0.25% | 29,699 | $1.4M | Reduce -1.6% |
| WMT Walmart Inc. | 0.25% | 12,388 | $1.4M | Add +14.4% |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 14,174 | $1.3M | Add +8.6% |
| AMD Advanced Micro Devices | 0.22% | 5,745 | $1.2M | Add +0.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.22% | 2,032 | $1.2M | Add +7.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.22% | 4,238 | $1.2M | Add +7.8% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.21% | 34,441 | $1.2M | Add +6.0% |
| AFL Aflac Inc. | 0.21% | 10,688 | $1.2M | Add +11.8% |
| MPAA Motorcar Parts of America Inc. | 0.20% | 93,443 | $1.2M | Add +1.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.20% | 7,470 | $1.2M | Add +14.5% |
| GS Goldman Sachs Group Inc. | 0.20% | 1,295 | $1.1M | Reduce -1.1% |
| HD Home Depot Inc. | 0.20% | 3,310 | $1.1M | Reduce -9.8% |
| CB Chubb Ltd. | 0.19% | 3,516 | $1.1M | Add +24.5% |
| ADI Analog Devices Inc. | 0.19% | 3,958 | $1.1M | Add +18.1% |
| LIN Linde PLC | 0.19% | 2,523 | $1.1M | Add +16.4% |
| DVY iShares Select Dividend ETF | 0.18% | 7,468 | $1.1M | No change |
| INMD Inmode Ltd. | 0.18% | 71,695 | $1.1M | No change |
| IEMG iShares Core MSCI Emerging | 0.17% | 14,745 | $991K | Reduce -0.4% |
| XOM Exxon Mobil Corp. | 0.17% | 7,981 | $983K | Add +7.9% |
| XLC SS Comm Select Sector SPDR | 0.17% | 8,179 | $963K | Reduce -1.4% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 4,345 | $955K | No change |
| DBC Invesco DB Commodity Index T | 0.17% | 42,248 | $945K | Add +99.1% |
| SMLF iShares US Smallcap Equity F | 0.16% | 12,534 | $939K | Add +5.4% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.16% | 14,223 | $911K | Add +6.1% |
| PWZ Invesco California Amt-Free | 0.16% | 37,418 | $904K | Add +50.6% |
| ORCL Oracle Corp. | 0.16% | 4,678 | $904K | Reduce -5.5% |
| ARKK ARK Innovation ETF | 0.16% | 11,689 | $899K | Add +0.1% |
| SYK Stryker Corp. | 0.16% | 2,515 | $888K | Add +14.2% |
| XLE SS Energy Select Sector | 0.16% | 19,792 | $885K | Add +30.6% |
| GD General Dynamics Corp. | 0.16% | 2,613 | $885K | Add +14.1% |
| JNJ Johnson & Johnson | 0.15% | 4,150 | $872K | Add +1.2% |
| MCD McDonald's Corp. | 0.15% | 2,854 | $872K | Add +2.3% |
Options reported separately and not counted above: KWEB calls ($681K), DHT HOLDINGS INC calls ($183K), COMP calls ($159K), CLSK calls ($101K), ADT INC DEL calls ($81K), BTG calls ($68K), B2GOLD CORP calls ($68K), DENISON MINES CORP calls ($40K), RR calls ($32K), GOPRO INC calls ($14K).
Portfolio Sells Q3 2025 → Q4 2025
| JPM JPMorgan Chase & Co. | Reduce -5.1% | 1.01% | −0.15 |
| ALL Allstate Corp. | Reduce -1.2% | 0.74% | −0.12 |
| ORCL Oracle Corp. | Reduce -5.5% | 0.16% | −0.11 |
| HD Home Depot Inc. | Reduce -9.8% | 0.20% | −0.09 |
| NFLX Netflix Inc. | Reduce -5.4% | 0.12% | −0.06 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.06 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.06 |
| PLTR Palantir Technologies Inc. Class A | Reduce -0.3% | 0.40% | −0.05 |
| XLK SS Technology Select Sector | Reduce -1.6% | 0.56% | −0.05 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.05 |
| NEE Nextera Energy Inc. | Sold out | 0.00% | −0.05 |
| O Realty Income Corp. | Sold out | 0.00% | −0.05 |
| CMS CMS Energy Corp. | Sold out | 0.00% | −0.05 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Sold out | 0.00% | −0.05 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.05 |
| SBUX Starbucks Corp. | Sold out | 0.00% | −0.05 |
| FDS Factset Research Systems Inc. | Sold out | 0.00% | −0.05 |
| BABA Alibaba Group Holding-SP ADR | Reduce -26.8% | 0.06% | −0.05 |
| CHD Church & Dwight Co. Inc. | Sold out | 0.00% | −0.05 |
| GES Guess? Inc. | Reduce -0.0% | 0.46% | −0.04 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.04 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.04 |
| CVX Chevron Corp. | Reduce -15.4% | 0.14% | −0.04 |
| ECL Ecolab Inc. | Sold out | 0.00% | −0.04 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.04 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Sold out | 0.00% | −0.04 |
| SPHD Invesco S&P 500 High Dividen | Reduce -1.6% | 0.25% | −0.04 |
| F Ford Motor Co. | Sold out | 0.00% | −0.03 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.02 |
| V Visa Inc. Class A | Reduce -7.6% | 0.11% | −0.02 |
| ABT Abbott Laboratories | Reduce -14.9% | 0.05% | −0.02 |
| XLC SS Comm Select Sector SPDR | Reduce -1.4% | 0.17% | −0.02 |
| PG The Procter & Gamble Co. | Reduce -3.3% | 0.09% | −0.02 |
| CGCP Cap Group Core Plus Income | Reduce -4.2% | 0.10% | −0.01 |
| IEMG iShares Core MSCI Emerging | Reduce -0.4% | 0.17% | −0.01 |
| DIS The Walt Disney Co. | Reduce -10.6% | 0.05% | −0.01 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Reduce -0.8% | 0.10% | −0.01 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -5.8% | 0.07% | −0.01 |
| SUB iShares Short-Term National | Reduce -10.6% | 0.05% | −0.01 |
| MUB iShares National Muni Bond E | Reduce -2.5% | 0.08% | −0.01 |
| MS Morgan Stanley | Reduce -4.5% | 0.52% | −0.01 |
| SMMU PIMCO SHRT TRM Muni BND ETF | Reduce -8.4% | 0.05% | −0.01 |
| MUNI PIMCO Intermediate Municipal | Reduce -3.4% | 0.07% | −0.01 |
| XMLV Invesco S&P Midcap Low Volat | Reduce -1.7% | 0.06% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -1.9% | 0.05% | −0.01 |
| RDIV Invesco S&P Ultra Dividend | Reduce -0.2% | 0.07% | −0.01 |
| AOA iShares Core 80/20 Aggressiv | Reduce -7.2% | 0.04% | −0.01 |
| GE General Electric | Reduce -1.3% | 0.07% | −0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Add +15.1% | 6.46% | +0.42 |
| GOOG Alphabet Inc. Class C | Add +6.2% | 1.85% | +0.37 |
| IYW iShares Ustechnology ETF | Add +11.7% | 8.35% | +0.28 |
| VHT Vanguard Health Care ETF | Add +13.2% | 2.02% | +0.25 |
| RWL Invesco S&P 500 Revenue ETF | Add +13.8% | 3.68% | +0.24 |
| AMZN Amazon.com Inc. | Add +17.5% | 1.34% | +0.15 |
| QQQM Invesco Nasdaq 100 ETF | Add +11.0% | 4.07% | +0.13 |
| TSLA Tesla Inc. | Add +26.2% | 0.93% | +0.12 |
| VOO Vanguard S&P 500 ETF | Add +9.0% | 7.30% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 0.63% | +0.11 |
| IEFA iShares Core MSCI Eafe ETF | Add +12.7% | 1.96% | +0.09 |
| IWN iShares Russell 2000 Value E | Add +58.7% | 0.27% | +0.09 |
| AAPL Apple Inc. | Add +8.0% | 2.88% | +0.08 |
| IJH iShares Core S&P Midcap ETF | Add +15.6% | 1.31% | +0.08 |
| DBC Invesco DB Commodity Index T | Add +99.1% | 0.17% | +0.07 |
| LLY Eli Lilly & Co. | Add +5.4% | 0.29% | +0.07 |
| MA Mastercard Inc. Class A | Add +45.9% | 0.27% | +0.06 |
| RWR SS SPDR Dow Jones REIT ETF | New | 0.06% | +0.06 |
| PTH Invesco Dorsey Wright Health | New | 0.06% | +0.06 |
| VGLT Vanguard Long-Term Treasury | New | 0.06% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +19.7% | 0.41% | +0.05 |
| C Citigroup Inc. | New | 0.05% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +23.2% | 0.44% | +0.04 |
| PWZ Invesco California Amt-Free | Add +50.6% | 0.16% | +0.04 |
| EFA iShares MSCI Eafe ETF | Add +13.8% | 0.70% | +0.04 |
| EXPE Expedia Group Inc. | New | 0.04% | +0.04 |
| AMD Advanced Micro Devices | Add +0.2% | 0.22% | +0.04 |
| ACN Accenture PLC Class A | Add +56.1% | 0.11% | +0.04 |
| CB Chubb Ltd. | Add +24.5% | 0.19% | +0.04 |
| HDV iShares Core High Dividend E | Add +23.9% | 0.35% | +0.04 |
| MU Micron Technology Inc. | Add +4.1% | 0.08% | +0.04 |
| COR Cencora Inc. | Add +13.7% | 0.32% | +0.03 |
| IWR iShares Russell Mid-Cap ETF | Add +11.8% | 2.43% | +0.03 |
| TSM Taiwan Semiconductor-SP ADR | Add +37.9% | 0.11% | +0.03 |
| ADI Analog Devices Inc. | Add +18.1% | 0.19% | +0.03 |
| CAT Caterpillar Inc. | Add +24.6% | 0.11% | +0.03 |
| WMT Walmart Inc. | Add +14.4% | 0.25% | +0.03 |
| SPGI S&P Global Inc. | Add +31.5% | 0.13% | +0.03 |
| CGDV Cap Group Dividend Value | Add +14.6% | 0.37% | +0.03 |
| PXF Invesco Rafi Developed Marke | Add +25.3% | 0.14% | +0.03 |
| XLE SS Energy Select Sector | Add +30.6% | 0.16% | +0.02 |
| PXH Inves Rafi Emer MRKT-Usd Inc. | Add +11.0% | 1.01% | +0.02 |
| VNQ Vanguard Real Estate ETF | Add +18.8% | 0.49% | +0.02 |
| MRK Merck & Co. Inc. | Add +17.8% | 0.08% | +0.02 |
| TJX TJX Companies Inc. | Add +14.5% | 0.20% | +0.02 |
| ACWX iShares MSCI Acwi Ex US ETF | Add +13.4% | 0.32% | +0.02 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.2% | 0.82% | +0.02 |
| RTX RTX Corp. | Add +13.4% | 0.14% | +0.02 |
| GWW WW Grainger Inc. | Add +9.8% | 0.26% | +0.01 |
| LOW Lowe's Cos Inc. | Add +26.1% | 0.12% | +0.01 |
Options Activity Q3 2025 → Q4 2025
| KWEB Kranesh Csi China Internet | call | New | 20,000 | $681K |
| LYFT INC | call | Sold out | 10,000 | $220Kbefore exit |
| DHT HOLDINGS INC | call | New | 15,000 | $183K |
| IMMUNOVANT INC | call | Sold out | 10,000 | $161Kbefore exit |
| COMP Compass Inc. Class A | call | New | 15,000 | $159K |
| FORD MTR CO | call | Sold out | 10,000 | $131Kbefore exit |
| CLSK Cleanspark Inc. | call | New | 10,000 | $101K |
| ADT INC DEL | call | New | 10,000 | $81K |
| COMPASS INC | call | Sold out | 10,000 | $80Kbefore exit |
| BTG B2GOLD Corp. | call | New | 15,000 | $68K |
| B2GOLD CORP | call | New | 15,000 | $68K |
| DENISON MINES CORP | call | New | 15,000 | $40K |
| PLUG PWR INC | call | Sold out | 15,000 | $35Kbefore exit |
| RR Richtech Robotics Inc. Class B | call | New | 10,000 | $32K |
| WHEELS UP EXPERIENCE INC | call | Sold out | 10,000 | $18Kbefore 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 |