Atlas Legacy Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
Atlas Legacy Advisors, LLC 13F Holdings
CIK 0002054111 · LOS ANGELES, CA
As of Sep 30, 2025, Atlas Legacy Advisors, LLC reported
307 positions worth $508.1M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES US TECHNOLOGY ETF | IYW | — | 213,322 | $41.8M | 8.22% |
| VANGUARD 500 INDEX FUND | VOO | — | 60,855 | $37.3M | 7.33% |
| ISHARES CORE S&P 500 ETF | IVV | — | 46,672 | $31.2M | 6.15% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 82,597 | $20.4M | 4.02% |
| INVESCO S&P 500 REVENUE ETF | RWL | — | 160,696 |
|
7.8M3.50% |
| APPLE INC | AAPL | Technology | 56,891 |
4.5M | 2.85% |
| ISHARES RUSSELL MID-CAP ETF | IWR | — | 128,495 |
2.4M | 2.44% |
| MICROSOFT CORP | MSFT | Technology | 23,589 |
2.2M | 2.40% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 16,176 |
2.1M | 2.38% |
| ISHARES CALIFORNIA MUNI BOND ETF | CMF | — | 200,702 |
1.4M | 2.25% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 110,766 | $9.7M | 1.90% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | RSP | — | 50,788 | $9.6M | 1.90% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 68,043 | $9.6M | 1.89% |
| VANGUARD HEALTH CARE INDEX FUND | VHT | — | 35,103 | $9.1M | 1.79% |
| NVIDIA CORP | NVDA | Technology | 48,584 | $9.1M | 1.78% |
| ISHARES MSCI EMERGING MARKETS ETF | EEM | — | 165,245 | $8.8M | 1.74% |
| ALPHABET INC | GOOG | Equity | 31,435 | $7.7M | 1.51% |
| INVESCO S&P MIDCAP MOMENTUM ETF | XMMO | — | 54,763 | $7.4M | 1.46% |
| INVESCO TOTAL RETURN BOND ETF | GTO | — | 143,768 | $6.8M | 1.34% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 44,618 | $6.5M | 1.28% |
| ISHARES CORE S&P MID-CAP ETF | IJH | — | 97,905 | $6.4M | 1.26% |
| ISHARES CORE S&P SMALL-CAP ETF | IJR | — | 51,835 | $6.2M | 1.21% |
| AMAZON.COM INC | AMZN | Equity | 28,047 | $6.2M | 1.21% |
| JPMORGAN CHASE & CO | JPM | Financial Services | 19,004 | $6.0M | 1.18% |
| SPDR S&P 500 ETF TRUST | SPY | — | 8,889 | $5.9M | 1.17% |