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Atlas Legacy Advisors, LLC
hedge fundUpdated 41 days agoManaged by Atlas Legacy Advisors, Llc • Latest filing Q2 2026
Portfolio value
$677.5M
Q2 2026
Filings
7
Quarterly 13F history
Top-10 concentration
99.7%
Weight of largest holdings
Annualized return
39.1%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 7 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q4 2024 | $412.8M |
| Q1 2025 | $393.6M |
| Q2 2025 | $453.9M |
| Q3 2025 | $518.6M |
| Q4 2025 | $571.1M |
| Q1 2026 | $549.6M |
| Q2 2026 | $677.5M |
Top holdings
319 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ETHA ISHARES TR | $60.9M | 241.6K | 8.99% | Added(+9735.4%) |
| 2 | V VGES VANGUARD INDEX FDS | $43.7M | 63.6K | 6.44% | Added(+1.5%) |
| 3 | E ETHA ISHARES TR | $39.5M | 52.8K | 5.83% | Added(+17198.4%) |
| 4 | E ETHA INVESCO EXCH TRADED FD TR II | $27.1M | 89.3K | 4.00% | Trimmed(-8.3%) |
| 5 | E ETHA ISHARES TR | $26.5M | 387.5K | 3.91% | Added(+24104.1%) |
| 6 | I IVZ INVESCO EXCH TRADED FD TR II | $25.7M | 201.4K | 3.80% | Added(+1.6%) |
| 7 | V VGES VANGUARD WORLD FD | $17.6M | 146.9K | 2.59% | Added(+1854.9%) |
| 8 | E ETHA ISHARES TR | $16.3M | 147.4K | 2.40% | Added(+13560.1%) |
| 9 | A AAPL APPLE INC | $14.4M | 49.8K | 2.13% | Added(+4210.7%) |
| 10 | E ETHA ISHARES TR | $12.4M | 128.2K | 1.83% | Added(+7010.3%) |
| 11 | V VLO VANGUARD WORLD FD | $12M | 40.0K | 1.76% | Added(+14928.6%) |
| 12 | S SPY STATE STR SPDR S&P 500 ETF T | $11.6M | 15.6K | 1.72% | Added(+3.4%) |
| 13 | V VGES VANGUARD WHITEHALL FDS | $11.5M | 72.8K | 1.70% | Trimmed(-0.1%) |
| 14 | E ETHA ISHARES TR | $11.4M | 198.2K | 1.69% | Added(+20148.0%) |
| 15 | I IVZ INVESCO EXCHANGE TRADED FD T | $11.3M | 53.3K | 1.67% | Added(+17798.0%) |
| 16 | I IVZ INVESCO EXCHANGE TRADED FD T | $10.1M | 59.2K | 1.49% | Added(+9333.4%) |
| 17 | E ETHA ISHARES TR | $8.8M | 113.6K | 1.29% | Added(+1.4%) |
| 18 | E ETHA ISHARES TR | $8.7M | 58.9K | 1.29% | Added(+7317.4%) |
| 19 | E ETHA ISHARES TR | $8.1M | 49.7K | 1.20% | Added(+5054.8%) |
| 20 | ? N/A INVESCO ACTIVELY MANAGED EXC | $7.9M | 169.6K | 1.17% | Added(+3.2%) |