Atlas Legacy Advisors, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 11, 2026), Atlas Legacy Advisors, LLC reported 189 stock positions worth $547.3 million. Its top holding was iShares Ustechnology ETF (IYW) at 7.9% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 6.8%) and iShares Core S&P 500 ETF (IVV, 6.1%). Compared with Q4 2025, it opened 12 new positions, sold out of 6, added to 68 and reduced 97. The biggest buy was iShares MSCI Emerging Market (EEM, shares +113%) and the biggest sale Microsoft (MSFT, shares −19%).

Most Recent 13F
Q2 2026
Location
LOS ANGELES, CA
CIK
0002054111
Portfolio Value
$547.3M (Q1 2026)
SEC Filing
0002054111-26-000003 ↗ filed May 11, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q4 2024: $412.8M Q4 2024 Q1 2025: $393.6M Q1 2025 Q2 2025: $453.9M Q2 2025 Q3 2025: $517.9M Q3 2025 Q4 2025: $569.6M Q4 2025 Q1 2026: $547.3M $547.3M Q1 2026 Q2 2026: $675.5M Q2 2026

Holdings 189 stocks · $547.3M
IYW iShares Ustechnology ETF 7.91% 238,125 $43.3M Reduce -0.1%
VOO Vanguard S&P 500 ETF 6.84% 62,660 $37.4M Reduce -5.5%
IVV iShares Core S&P 500 ETF 6.12% 51,232 $33.5M Reduce -4.6%
QQQM Invesco Nasdaq 100 ETF 4.23% 97,388 $23.1M Add +6.2%
RWL Invesco S&P 500 Revenue ETF 4.16% 198,206 $22.8M Add +8.4%
EEM iShares MSCI Emerging Market 3.87% 373,089 $21.2M Add +112.7%
IWR iShares Russell Mid-Cap ETF 2.61% 147,016 $14.3M Add +2.3%
VGT Vanguard Info Tech ETF 2.39% 25,120 $13.1M Add +48.7%
AAPL Apple Inc. 2.27% 48,795 $12.4M Reduce -20.6%
IEFA iShares Core MSCI Eafe ETF 2.06% 124,498 $11.3M Reduce -0.3%
CMF iShares California Muni Bond 2.06% 198,262 $11.3M Reduce -6.9%
VHT Vanguard Health Care ETF 1.99% 39,913 $10.9M Reduce -0.3%
VYM Vanguard High DVD Yield ETF 1.97% 72,813 $10.8M Add +2.9%
RSP Invesco S&P 500 Equal Weight 1.85% 52,728 $10.1M Add +1.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.79% 15,082 $9.8M Add +58.3%
XMMO Invesco S&P Midcap Momentum 1.55% 58,431 $8.5M Add +2.9%
GTO Invesco Total Return Bond Et 1.41% 164,321 $7.7M Add +9.7%
IJH iShares Core S&P Midcap ETF 1.38% 112,087 $7.6M Reduce -0.9%
MSFT Microsoft Corp. 1.34% 19,813 $7.4M Reduce -19.0%
IJR iShares Core S&P Small-Cap E 1.31% 57,543 $7.2M Add +6.9%
JPST JPMorgan Ultra-Short Income 1.27% 137,888 $7.0M Add +13.5%
PXH Inves Rafi Emer MRKT-Usd Inc. 1.25% 254,086 $6.9M Add +13.7%
ESGU iShares ESG Aware MSCI USA 1.24% 48,044 $6.8M Add +1.9%
NVDA Nvidia Corp. 1.24% 38,528 $6.8M Reduce -23.2%
GOOG Alphabet Inc. Class C 1.19% 22,660 $6.5M Reduce -32.1%
ESGV Vanguard ESG US Stock ETF 0.98% 47,595 $5.3M Add +0.8%
EMXC iShares MSCI Emr MRK Ex Chna 0.92% 63,987 $5.0M Add +2.0%
VTI VG Morningstar TS MKT ETF-US 0.91% 15,490 $5.0M Add +10.8%
AMZN Amazon.com Inc. 0.88% 22,848 $4.8M Reduce -30.7%
IXUS iShares Core Intl Stock ETF 0.88% 55,376 $4.8M Add +2.3%
SPTL SS SPDR PF LNG TRM TSY E-Usd 0.85% 177,937 $4.7M Add +11.5%
EFA iShares MSCI Eafe ETF 0.84% 47,281 $4.6M Add +13.6%
JPM JPMorgan Chase & Co. 0.79% 14,752 $4.3M Reduce -18.2%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.74% 35,516 $4.1M Add +1.5%
VXUS Vanguard Total Intl Stock 0.71% 50,163 $3.9M Add +3.4%
TSLA Tesla Inc. 0.70% 10,331 $3.8M Reduce -13.5%
JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F 0.65% 52,887 $3.5M Add +2.5%
VB Vanguard Most SM-Cap ETF-Usd 0.64% 13,307 $3.5M Reduce -0.6%
XLK SS Technology Select Sector 0.59% 23,715 $3.2M Add +7.5%
ALL Allstate Corp. 0.58% 15,333 $3.2M Reduce -25.8%
CGGR Cap Group Growth Equity 0.53% 72,664 $2.9M Add +3.5%
GOOGL Alphabet Inc. Class A 0.52% 9,675 $2.8M Reduce -14.5%
VNQ Vanguard Real Estate ETF 0.51% 31,301 $2.8M Add +0.0%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.49% 63,252 $2.7M Add +31.1%
FVD First Trust Value Line DVD 0.49% 57,192 $2.7M Reduce -54.7%
VWO Vanguard Ftse Emerging Marke 0.47% 47,916 $2.6M Add +2.2%
ACWX iShares MSCI Acwi Ex US ETF 0.47% 37,506 $2.6M Add +40.0%
VEA Vanguard Ftse Developed ETF 0.44% 37,196 $2.4M Reduce -0.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.43% 5,343 $2.3M Add +4.4%
HDV iShares Core High Dividend E 0.40% 16,087 $2.2M Reduce -1.1%
BRK.A Berkshire Hathaway Inc. Class A 0.39% 3 $2.2M No change
USHY iShares Broad Usd High Yield 0.35% 52,118 $1.9M Add +11.0%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.34% 63,305 $1.9M Add +4.4%
BRK.B Berkshire Hathaway Inc. Class B 0.34% 3,888 $1.9M Reduce -6.4%
PLTR Palantir Technologies Inc. Class A 0.33% 12,389 $1.8M Reduce -3.0%
META Meta Platforms Inc. Class A 0.32% 3,065 $1.8M Reduce -32.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.32% 8,849 $1.7M Reduce -10.0%
IWN iShares Russell 2000 Value E 0.30% 8,753 $1.7M Add +1.4%
AVGO Broadcom Inc. 0.30% 5,185 $1.6M Reduce -29.5%
COST Costco Wholesale Corp. 0.30% 1,633 $1.6M Reduce -11.3%
DVY iShares Select Dividend ETF 0.28% 9,951 $1.5M Add +33.3%
SPHD Invesco S&P 500 High Dividen 0.27% 30,292 $1.5M Add +2.0%
COR Cencora Inc. 0.26% 4,593 $1.4M Reduce -13.6%
OMFL Invesco Russell 1000 DYN M/F 0.26% 23,376 $1.4M Reduce -15.8%
GWW WW Grainger Inc. 0.26% 1,288 $1.4M Reduce -12.1%
USMV iShares MSCI USA Min Vol Fac 0.25% 14,854 $1.4M Add +4.8%
HD Home Depot Inc. 0.25% 4,138 $1.4M Add +25.0%
XLE SS Energy Select Sector 0.24% 21,663 $1.3M Add +9.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.24% 4,520 $1.3M Add +6.7%
INMD Inmode Ltd. 0.24% 94,749 $1.3M Add +32.2%
WMT Walmart Inc. 0.24% 10,364 $1.3M Reduce -16.3%
GBIL Goldman Sachs Access Treasur 0.23% 12,765 $1.3M Reduce -49.7%
MS Morgan Stanley 0.23% 7,647 $1.3M Reduce -53.4%
QQQ Invesco QQQ Trust Series 1 0.23% 2,146 $1.2M Add +5.6%
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.22% 35,550 $1.2M Add +3.2%
LIN Linde PLC 0.22% 2,378 $1.2M Reduce -5.8%
DBC Invesco DB Commodity Index T 0.22% 40,720 $1.2M Reduce -3.6%
ADI Analog Devices Inc. 0.22% 3,700 $1.2M Reduce -6.5%
IEMG iShares Core MSCI Emerging 0.20% 15,856 $1.1M Add +7.5%
ARKK ARK Innovation ETF 0.20% 15,416 $1.1M Add +31.9%
LLY Eli Lilly & Co. 0.19% 1,145 $1.1M Reduce -25.9%
RY Royal Bank of Canada 0.19% 6,467 $1.0M Add +89.9%
XLC SS Comm Select Sector SPDR 0.19% 9,373 $1.0M Add +14.6%
MPAA Motorcar Parts of America Inc. 0.19% 93,443 $1.0M No change
XOM Exxon Mobil Corp. 0.19% 6,065 $1.0M Reduce -24.0%
ORCL Oracle Corp. 0.19% 6,938 $1.0M Add +48.3%
AFL Aflac Inc. 0.19% 9,269 $1.0M Reduce -13.3%
VIG Vanguard Dividend Apprec ETF 0.18% 4,657 $1.0M Add +7.2%
GS Goldman Sachs Group Inc. 0.18% 1,184 $1.0M Reduce -8.6%
SMLF iShares US Smallcap Equity F 0.18% 13,119 $990K Add +4.7%
AMD Advanced Micro Devices 0.18% 4,811 $989K Reduce -16.3%
MA Mastercard Inc. Class A 0.18% 1,975 $987K Reduce -29.1%
CB Chubb Ltd. 0.18% 2,965 $966K Reduce -15.7%
PSX Phillips 66 0.17% 5,190 $945K Reduce -5.7%
CVX Chevron Corp. 0.17% 4,459 $922K Reduce -11.1%
EEMV iShares MSCI Emg MKT Min Vol 0.17% 14,019 $907K Reduce -1.4%
PWZ Invesco California Amt-Free 0.16% 37,451 $894K Add +0.1%
EELV Invesco S&P Emerging Markets 0.16% 31,815 $893K Add +7.6%
PXF Invesco Rafi Developed Marke 0.16% 12,444 $870K Add +2.5%
MCD McDonald's Corp. 0.15% 2,699 $839K Reduce -5.4%

Show all 189 holdings

Options reported separately and not counted above: TESLA INC calls ($558K), SPDR GOLD TR calls ($516K), NVIDIA CORPORATION calls ($436K), GOLDMAN SACHS GROUP INC calls ($423K), APPLE INC calls ($381K), GOPRO INC calls ($8K).

Portfolio Sells Q4 2025 → Q1 2026
MSFT Microsoft Corp. Reduce -19.0% 1.34% −0.71
GOOG Alphabet Inc. Class C Reduce -32.1% 1.19% −0.66
AAPL Apple Inc. Reduce -20.6% 2.27% −0.61
FVD First Trust Value Line DVD Reduce -54.7% 0.49% −0.53
VOO Vanguard S&P 500 ETF Reduce -5.5% 6.84% −0.46
GES Guess? Inc. Sold out 0.00% −0.46
AMZN Amazon.com Inc. Reduce -30.7% 0.88% −0.46
IYW iShares Ustechnology ETF Reduce -0.1% 7.91% −0.44
NVDA Nvidia Corp. Reduce -23.2% 1.24% −0.38
IVV iShares Core S&P 500 ETF Reduce -4.6% 6.12% −0.34
MS Morgan Stanley Reduce -53.4% 0.23% −0.29
TSLA Tesla Inc. Reduce -13.5% 0.70% −0.23
JPM JPMorgan Chase & Co. Reduce -18.2% 0.79% −0.21
GBIL Goldman Sachs Access Treasur Reduce -49.7% 0.23% −0.21
META Meta Platforms Inc. Class A Reduce -32.3% 0.32% −0.19
ALL Allstate Corp. Reduce -25.8% 0.58% −0.16
AVGO Broadcom Inc. Reduce -29.5% 0.30% −0.14
GOOGL Alphabet Inc. Class A Reduce -14.5% 0.52% −0.11
LLY Eli Lilly & Co. Reduce -25.9% 0.19% −0.10
MA Mastercard Inc. Class A Reduce -29.1% 0.18% −0.09
CMF iShares California Muni Bond Reduce -6.9% 2.06% −0.09
PLTR Palantir Technologies Inc. Class A Reduce -3.0% 0.33% −0.07
QCOM Qualcomm Inc. Reduce -50.8% 0.04% −0.06
ACN Accenture PLC Class A Reduce -44.2% 0.05% −0.06
BX Blackstone Inc. Sold out 0.00% −0.06
TJX TJX Companies Inc. Reduce -34.1% 0.14% −0.06
IBM Intl Business Machines Corp. Sold out 0.00% −0.06
COR Cencora Inc. Reduce -13.6% 0.26% −0.05
DIS The Walt Disney Co. Sold out 0.00% −0.05
SPGI S&P Global Inc. Reduce -22.4% 0.09% −0.05
EXPE Expedia Group Inc. Sold out 0.00% −0.04
OMFL Invesco Russell 1000 DYN M/F Reduce -15.8% 0.26% −0.04
V Visa Inc. Class A Reduce -29.2% 0.07% −0.04
AMD Advanced Micro Devices Reduce -16.3% 0.18% −0.04
VHT Vanguard Health Care ETF Reduce -0.3% 1.99% −0.04
TMO Thermo Fisher Scientific Inc. Reduce -33.1% 0.04% −0.03
ABBV Abbvie Inc. Reduce -30.7% 0.07% −0.03
SYK Stryker Corp. Reduce -14.9% 0.13% −0.03
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.4% 0.34% −0.02
ADP Automatic Data Processing Reduce -2.5% 0.09% −0.02
BAC Bank of America Corp. Reduce -17.6% 0.08% −0.02
BA The Boeing Co. Reduce -30.0% 0.04% −0.02
AFL Aflac Inc. Reduce -13.3% 0.19% −0.02
UNH Unitedhealth Group Inc. Reduce -2.4% 0.10% −0.02
BLK BlackRock Inc. Reduce -8.0% 0.12% −0.02
MU Micron Technology Inc. Reduce -35.5% 0.06% −0.02
WFC Wells Fargo & Co. Reduce -16.3% 0.06% −0.02
LOW Lowe's Cos Inc. Reduce -15.8% 0.10% −0.02
GS Goldman Sachs Group Inc. Reduce -8.6% 0.18% −0.02
BRO Brown & Brown Inc. Reduce -1.1% 0.10% −0.02

Portfolio Buys Q4 2025 → Q1 2026
EEM iShares MSCI Emerging Market Add +112.7% 3.87% +2.19
SPY SS SPDR S&P 500 ETF Trust-US Add +58.3% 1.79% +0.65
RWL Invesco S&P 500 Revenue ETF Add +8.4% 4.16% +0.49
PXH Inves Rafi Emer MRKT-Usd Inc. Add +13.7% 1.25% +0.24
JPST JPMorgan Ultra-Short Income Add +13.5% 1.27% +0.20
VYM Vanguard High DVD Yield ETF Add +2.9% 1.97% +0.19
IWR iShares Russell Mid-Cap ETF Add +2.3% 2.61% +0.18
IJR iShares Core S&P Small-Cap E Add +6.9% 1.31% +0.17
XMMO Invesco S&P Midcap Momentum Add +2.9% 1.55% +0.17
GTO Invesco Total Return Bond Et Add +9.7% 1.41% +0.16
QQQM Invesco Nasdaq 100 ETF Add +6.2% 4.23% +0.16
VGT Vanguard Info Tech ETF Add +48.7% 2.39% +0.15
ACWX iShares MSCI Acwi Ex US ETF Add +40.0% 0.47% +0.15
EFA iShares MSCI Eafe ETF Add +13.6% 0.84% +0.14
CGDV Cap Group Dividend Value Add +31.1% 0.49% +0.12
EMXC iShares MSCI Emr MRK Ex Chna Add +2.0% 0.92% +0.12
SPTL SS SPDR PF LNG TRM TSY E-Usd Add +11.5% 0.85% +0.11
RSP Invesco S&P 500 Equal Weight Add +1.9% 1.85% +0.11
EWJ iShares MSCI Japan ETF New 0.11% +0.11
DVY iShares Select Dividend ETF Add +33.3% 0.28% +0.09
RY Royal Bank of Canada Add +89.9% 0.19% +0.09
XLE SS Energy Select Sector Add +9.4% 0.24% +0.09
VTI VG Morningstar TS MKT ETF-US Add +10.8% 0.91% +0.09
IXUS iShares Core Intl Stock ETF Add +2.3% 0.88% +0.07
VXUS Vanguard Total Intl Stock Add +3.4% 0.71% +0.06
DIA SS SPDR Dow Jones Indus Avg Add +100.0% 0.13% +0.06
JMEE JPM Sma & Mid Cap En Eq Et-U Add +2.5% 0.65% +0.06
IBIT iShares Bitcoin Trust ETF New 0.06% +0.06
IVOO Vanguard S&P Mid-Cap 400 ETF Add +1.5% 0.74% +0.06
INMD Inmode Ltd. Add +32.2% 0.24% +0.05
TTE Totalenergies SE New 0.05% +0.05
AMAT Applied Materials Inc. New 0.05% +0.05
HD Home Depot Inc. Add +25.0% 0.25% +0.05
LMT Lockheed Martin Corp. New 0.05% +0.05
ASML ASML Holding NV-NY Reg SHS New 0.05% +0.05
USHY iShares Broad Usd High Yield Add +11.0% 0.35% +0.04
NEE Nextera Energy Inc. New 0.04% +0.04
ARKK ARK Innovation ETF Add +31.9% 0.20% +0.04
CMS CMS Energy Corp. New 0.04% +0.04
BMY Bristol-Myers Squibb Co. New 0.04% +0.04
ECL Ecolab Inc. New 0.04% +0.04
CHD Church & Dwight Co. Inc. New 0.04% +0.04
VLUE iShares MSCI USA Value Facto New 0.04% +0.04
XLK SS Technology Select Sector Add +7.5% 0.59% +0.03
VWO Vanguard Ftse Emerging Marke Add +2.2% 0.47% +0.03
IWN iShares Russell 2000 Value E Add +1.4% 0.30% +0.03
IEMG iShares Core MSCI Emerging Add +7.5% 0.20% +0.03
ORCL Oracle Corp. Add +48.3% 0.19% +0.03
CGXU Cap Group Intl Focus Add +4.4% 0.34% +0.03
SPHD Invesco S&P 500 High Dividen Add +2.0% 0.27% +0.02

Options Activity Q4 2025 → Q1 2026
KWEB Kranesh Csi China Internet call Sold out 20,000 $681Kbefore exit
TESLA INC call New 1,500 $558K
SPDR GOLD TR call New 1,200 $516K
NVIDIA CORPORATION call New 2,500 $436K
GOLDMAN SACHS GROUP INC call New 500 $423K
APPLE INC call New 1,500 $381K
DHT HOLDINGS INC call Sold out 15,000 $183Kbefore exit
COMP Compass Inc. Class A call Sold out 15,000 $159Kbefore exit
CLSK Cleanspark Inc. call Sold out 10,000 $101Kbefore exit
ADT INC DEL call Sold out 10,000 $81Kbefore exit
BTG B2GOLD Corp. call Sold out 15,000 $68Kbefore exit
B2GOLD CORP call Sold out 15,000 $68Kbefore exit
DENISON MINES CORP call Sold out 15,000 $40Kbefore exit
RR Richtech Robotics Inc. Class B call Sold out 10,000 $32Kbefore exit

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 208$675.5MIYW, VOO, IVV, QQQM, EEM
Q1 2026 189$547.3MIYW, VOO, IVV, QQQM, RWL
Q4 2025 183$569.6MIYW, VOO, IVV, QQQM, RWL
Q3 2025 197$517.9MIYW, VOO, IVV, QQQM, RWL
Q2 2025 174$453.9MIYW, VOO, IVV, QQQM, RWL
Q1 2025 176$393.6MIYW, VOO, IVV, QQQM, RWL
Q4 2024 173$412.8MIYW, IVV, IWR, VOO, IJR