Holders — by stockHoldings — by fund
Atlas Legacy Advisors, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 2054111
$677.5M
disclosed book value
213
positions
9.1%
largest position share
Positions, as of 2026-06-30
top 100 of 213 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IYWISHARES TR | 246,172 | $61.8M | 9.1% |
| 2 | VOOVANGUARD INDEX FDS | 63,587 | $43.7M | 6.4% |
| 3 | IVVISHARES TR | 53,317 | $39.9M | 5.9% |
| 4 | QQQMINVESCO EXCH TRADED FD TR II | 89,343 | $27.1M | 4% |
| 5 | EEMISHARES TR | 387,507 | $26.5M | 3.9% |
| 6 | RWLINVESCO EXCH TRADED FD TR II | 201,381 | $25.7M | 3.8% |
| 7 | VGTVANGUARD WORLD FD | 147,000 | $17.7M | 2.6% |
| 8 | AAPLAPPLE INC | 61,151 | $17.2M | 2.5% |
| 9 | IWRISHARES TR | 149,304 | $16.4M | 2.4% |
| 10 | IEFAISHARES TR | 128,198 | $12.4M | 1.8% |
| 11 | VHTVANGUARD WORLD FD | 40,787 | $12.2M | 1.8% |
| 12 | SPYSTATE STR SPDR S&P 500 ETF T | 15,593 | $11.6M | 1.7% |
| 13 | VYMVANGUARD WHITEHALL FDS | 72,780 | $11.5M | 1.7% |
| 14 | CMFISHARES TR | 198,228 | $11.4M | 1.7% |
| 15 | RSPINVESCO EXCHANGE TRADED FD T | 53,336 | $11.3M | 1.7% |
| 16 | GOOGALPHABET INC | 29,740 | $10.3M | 1.5% |
| 17 | NVDANVIDIA CORPORATION | 52,680 | $10.2M | 1.5% |
| 18 | XMMOINVESCO EXCHANGE TRADED FD T | 59,242 | $10.1M | 1.5% |
| 19 | MSFTMICROSOFT CORP | 24,770 | $9.7M | 1.4% |
| 20 | IJHISHARES TR | 113,600 | $8.8M | 1.3% |
| 21 | IJRISHARES TR | 58,894 | $8.7M | 1.3% |
| 22 | ESGUISHARES TR | 50,505 | $8.3M | 1.2% |
| 23 | GTOINVESCO ACTIVELY MANAGED EXC | 169,600 | $7.9M | 1.2% |
| 24 | PXHINVESCO EXCH TRADED FD TR II | 268,027 | $7.5M | 1.1% |
| 25 | AMZNAMAZON COM INC | 30,310 | $7.2M | 1.1% |
| 26 | JPSTJ P MORGAN EXCHANGE TRADED F | 141,635 | $7.2M | 1.1% |
| 27 | EMXCISHARES INC | 63,959 | $6.5M | 1% |
| 28 | ESGVVANGUARD WORLD FD | 47,899 | $6.3M | 0.9% |
| 29 | EFAISHARES TR | 58,268 | $6.0M | 0.9% |
| 30 | JPMJPMORGAN CHASE & CO | 18,422 | $5.9M | 0.9% |
| 31 | VTIVANGUARD INDEX FDS | 15,406 | $5.7M | 0.8% |
| 32 | XLKSELECT SECTOR SPDR TR | 28,572 | $5.4M | 0.8% |
| 33 | IXUSISHARES TR | 55,769 | $5.3M | 0.8% |
| 34 | TSLATESLA INC | 11,836 | $5.0M | 0.7% |
| 35 | IVOOVANGUARD ADMIRAL FDS INC | 37,075 | $4.8M | 0.7% |
| 36 | SPTLSPDR SERIES TRUST | 180,147 | $4.7M | 0.7% |
| 37 | ALLALLSTATE CORP | 20,050 | $4.6M | 0.7% |
| 38 | CGGRCAPITAL GROUP GROWTH ETF | 95,121 | $4.5M | 0.7% |
| 39 | GOOGLALPHABET INC | 12,658 | $4.4M | 0.7% |
| 40 | VXUSVANGUARD STAR FDS | 50,413 | $4.3M | 0.6% |
| 41 | JMEEJ P MORGAN EXCHANGE TRADED F | 54,691 | $4.3M | 0.6% |
| 42 | VBVANGUARD INDEX FDS | 13,249 | $4.0M | 0.6% |
| 43 | VNQVANGUARD INDEX FDS | 31,306 | $3.0M | 0.4% |
| 44 | CGDVCAPITAL GROUP DIVIDEND VALUE | 60,674 | $3.0M | 0.4% |
| 45 | VWOVANGUARD INTL EQUITY INDEX F | 49,548 | $3.0M | 0.4% |
| 46 | VEAVANGUARD TAX-MANAGED FDS | 39,655 | $2.8M | 0.4% |
| 47 | AVGOBROADCOM INC | 7,644 | $2.8M | 0.4% |
| 48 | FVDFIRST TR EXCHANGE-TRADED FD | 56,935 | $2.7M | 0.4% |
| 49 | MSMORGAN STANLEY | 13,807 | $2.7M | 0.4% |
| 50 | VUGVANGUARD INDEX FDS | 30,857 | $2.7M | 0.4% |
| 51 | ACWXISHARES TR | 34,577 | $2.6M | 0.4% |
| 52 | METAMETA PLATFORMS INC | 4,367 | $2.5M | 0.4% |
| 53 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,044 | $2.5M | 0.4% |
| 54 | DVYISHARES TR | 14,936 | $2.3M | 0.3% |
| 55 | BRK/ABERKSHIRE HATHAWAY INC DEL | 3 | $2.2M | 0.3% |
| 56 | CGXUCAPITAL GROUP INTL FOCUS EQT | 63,093 | $2.2M | 0.3% |
| 57 | VTVVANGUARD INDEX FDS | 9,121 | $2.0M | 0.3% |
| 58 | IWNISHARES TR | 8,899 | $2.0M | 0.3% |
| 59 | USHYISHARES TR | 53,111 | $2.0M | 0.3% |
| 60 | GWWWW GRAINGER INC | 1,477 | $1.9M | 0.3% |
| 61 | ARKKARK ETF TR | 22,590 | $1.8M | 0.3% |
| 62 | LLYELI LILLY & CO | 1,579 | $1.8M | 0.3% |
| 63 | COSTCOSTCO WHOLESALE CORPORATION | 1,917 | $1.8M | 0.3% |
| 64 | INMODE LTD | 122,749 | $1.8M | 0.3% |
| 65 | HDVISHARES TR | 64,780 | $1.8M | 0.3% |
| 66 | AMDADVANCED MICRO DEVICES INC | 3,628 | $1.8M | 0.3% |
| 67 | OMFLINVESCO EXCH TRD SLF IDX FD | 24,054 | $1.6M | 0.2% |
| 68 | QQQINVESCO QQQ TR | 2,170 | $1.6M | 0.2% |
| 69 | PLTRPALANTIR TECHNOLOGIES INC | 13,243 | $1.6M | 0.2% |
| 70 | SPHDINVESCO EXCH TRADED FD TR II | 31,114 | $1.6M | 0.2% |
| 71 | ADIANALOG DEVICES INC | 4,062 | $1.6M | 0.2% |
| 72 | CORCENCORA INC | 5,208 | $1.5M | 0.2% |
| 73 | HDHOME DEPOT INC | 4,289 | $1.5M | 0.2% |
| 74 | MAMASTERCARD INCORPORATED | 2,883 | $1.5M | 0.2% |
| 75 | MUMICRON TECHNOLOGY INC | 1,685 | $1.5M | 0.2% |
| 76 | USMVISHARES TR | 15,253 | $1.5M | 0.2% |
| 77 | MOTORCAR PTS AMER INC | 93,443 | $1.4M | 0.2% |
| 78 | WMTWALMART INC | 12,496 | $1.4M | 0.2% |
| 79 | VOVANGUARD INDEX FDS | 17,661 | $1.4M | 0.2% |
| 80 | LINDE PLC | 2,688 | $1.4M | 0.2% |
| 81 | XLESELECT SECTOR SPDR TR | 25,392 | $1.3M | 0.2% |
| 82 | GSGOLDMAN SACHS GROUP INC | 1,342 | $1.3M | 0.2% |
| 83 | RYROYAL BK CDA | 6,501 | $1.3M | 0.2% |
| 84 | VIGVANGUARD SPECIALIZED FUNDS | 5,507 | $1.3M | 0.2% |
| 85 | CGIECAPITAL GROUP INTERNATIONAL | 34,974 | $1.3M | 0.2% |
| 86 | IEMGISHARES INC | 15,085 | $1.2M | 0.2% |
| 87 | AFLAFLAC INC | 10,660 | $1.2M | 0.2% |
| 88 | SMLFISHARES TR | 13,596 | $1.2M | 0.2% |
| 89 | CHUBB LIMITED | 3,479 | $1.2M | 0.2% |
| 90 | ORCLORACLE CORP | 7,704 | $1.1M | 0.2% |
| 91 | GBILGOLDMAN SACHS ETF TR | 11,272 | $1.1M | 0.2% |
| 92 | EXMOCEXXON MOBIL CORP | 8,005 | $1.1M | 0.2% |
| 93 | CATCATERPILLAR INC | 1,096 | $1.1M | 0.2% |
| 94 | DBCINVESCO DB COMMDY INDX TRCK | 40,225 | $1.1M | 0.2% |
| 95 | UNHUNITEDHEALTH GROUP INC | 2,660 | $1.1M | 0.2% |
| 96 | JNJJOHNSON & JOHNSON | 4,361 | $1.1M | 0.2% |
| 97 | TXNTEXAS INSTRS INC | 3,683 | $1.1M | 0.2% |
| 98 | EEMVISHARES INC | 13,916 | $1.0M | 0.2% |
| 99 | XLCSELECT SECTOR SPDR TR | 9,373 | $1.0M | 0.1% |
| 100 | TJXTJX COS INC NEW | 6,556 | $1.0M | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.