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Atlas Legacy Advisors, LLC

Q2 2026 13F filing

Updated 41 days ago

319 disclosed positions worth $677.5M

Portfolio value
$677.5M
Total holdings
319
New positions
31
Closed positions
13
Increased
128
Decreased
45
Turnover
13.8%
Filed
2026-07-31

Full holdings

Every line item disclosed in Q2 2026

E

ISHARES TR

+9735.4%
Value
$60.9M
Shares
241.6K
% Port
8.99%
V

VANGUARD INDEX FDS

+1.5%
Value
$43.7M
Shares
63.6K
% Port
6.44%
E

ISHARES TR

+17198.4%
Value
$39.5M
Shares
52.8K
% Port
5.83%
E

INVESCO EXCH TRADED FD TR II

-8.3%
Value
$27.1M
Shares
89.3K
% Port
4.00%
E

ISHARES TR

+24104.1%
Value
$26.5M
Shares
387.5K
% Port
3.91%
I
6.IVZ

INVESCO EXCH TRADED FD TR II

+1.6%
Value
$25.7M
Shares
201.4K
% Port
3.80%
V

VANGUARD WORLD FD

+1854.9%
Value
$17.6M
Shares
146.9K
% Port
2.59%
E

ISHARES TR

+13560.1%
Value
$16.3M
Shares
147.4K
% Port
2.40%
A

APPLE INC

+4210.7%
Value
$14.4M
Shares
49.8K
% Port
2.13%
E
10.ETHA

ISHARES TR

+7010.3%
Value
$12.4M
Shares
128.2K
% Port
1.83%
V
11.VLO

VANGUARD WORLD FD

+14928.6%
Value
$12M
Shares
40.0K
% Port
1.76%
S
12.SPY

STATE STR SPDR S&P 500 ETF T

+3.4%
Value
$11.6M
Shares
15.6K
% Port
1.72%
V
13.VGES

VANGUARD WHITEHALL FDS

-0.1%
Value
$11.5M
Shares
72.8K
% Port
1.70%
E
14.ETHA

ISHARES TR

+20148.0%
Value
$11.4M
Shares
198.2K
% Port
1.69%
I
15.IVZ

INVESCO EXCHANGE TRADED FD T

+17798.0%
Value
$11.3M
Shares
53.3K
% Port
1.67%
I
16.IVZ

INVESCO EXCHANGE TRADED FD T

+9333.4%
Value
$10.1M
Shares
59.2K
% Port
1.49%
E
17.ETHA

ISHARES TR

+1.4%
Value
$8.8M
Shares
113.6K
% Port
1.29%
E
18.ETHA

ISHARES TR

+7317.4%
Value
$8.7M
Shares
58.9K
% Port
1.29%
E
19.ETHA

ISHARES TR

+5054.8%
Value
$8.1M
Shares
49.7K
% Port
1.20%
?
20.N/A

INVESCO ACTIVELY MANAGED EXC

+3.2%
Value
$7.9M
Shares
169.6K
% Port
1.17%
G

ALPHABET INC

+7366.0%
Value
$7.9M
Shares
22.4K
% Port
1.17%
N
22.NVDA

NVIDIA CORPORATION

+1867.1%
Value
$7.7M
Shares
38.3K
% Port
1.13%
?
23.N/A

INVESCO EXCH TRADED FD TR II

+2129.5%
Value
$7.5M
Shares
268.0K
% Port
1.10%
M
24.MSFT

MICROSOFT CORP

+3260.5%
Value
$7.2M
Shares
19.4K
% Port
1.07%
J

J P MORGAN EXCHANGE TRADED F

+2.7%
Value
$7.2M
Shares
141.6K
% Port
1.06%
E
26.ETHA

ISHARES INC

-0.0%
Value
$6.5M
Shares
64.0K
% Port
0.97%
V
27.VGES

VANGUARD WORLD FD

-1.0%
Value
$6.2M
Shares
47.1K
% Port
0.92%
E
28.ETHA

ISHARES TR

+2102.1%
Value
$6M
Shares
58.3K
% Port
0.89%
V
29.VGES

VANGUARD INDEX FDS

-0.5%
Value
$5.7M
Shares
15.4K
% Port
0.84%
E
30.ETHA

ISHARES TR

+12779.7%
Value
$5.3M
Shares
55.8K
% Port
0.79%
A
31.AMZN

AMAZON COM INC

+2984.1%
Value
$5.3M
Shares
22.3K
% Port
0.78%
S

SELECT SECTOR SPDR TR

+1058.1%
Value
$5.3M
Shares
27.8K
% Port
0.78%
J

JPMORGAN CHASE & CO

+9827.5%
Value
$4.8M
Shares
14.8K
% Port
0.71%
V
34.VGES

VANGUARD ADMIRAL FDS INC

+6580.0%
Value
$4.8M
Shares
36.5K
% Port
0.70%
S

SPDR SERIES TRUST

+1.2%
Value
$4.7M
Shares
180.1K
% Port
0.70%
C

CAPITAL GROUP GROWTH ETF

+30.9%
Value
$4.5M
Shares
95.1K
% Port
0.66%
V
37.VGES

VANGUARD STAR FDS

+18852.3%
Value
$4.3M
Shares
50.4K
% Port
0.64%
?
38.N/A

J P MORGAN EXCHANGE TRADED F

+3.4%
Value
$4.3M
Shares
54.7K
% Port
0.63%
T
39.TSLA

TESLA INC

+5689.6%
Value
$4.2M
Shares
10.0K
% Port
0.62%
V
40.VGES

VANGUARD INDEX FDS

-0.4%
Value
$4M
Shares
13.2K
% Port
0.59%
A

ALLSTATE CORP

+169322.2%
Value
$3.6M
Shares
15.2K
% Port
0.54%
G

ALPHABET INC

+2278.2%
Value
$3.4M
Shares
9.5K
% Port
0.50%
V
43.VGES

VANGUARD INDEX FDS

+0.0%
Value
$3M
Shares
31.3K
% Port
0.45%
C

CAPITAL GROUP DIVIDEND VALUE

-4.1%
Value
$3M
Shares
60.7K
% Port
0.44%
V
45.VGES

VANGUARD INTL EQUITY INDEX F

+3.4%
Value
$3M
Shares
49.5K
% Port
0.44%
V
46.VGES

VANGUARD TAX-MANAGED FDS

+6.6%
Value
$2.8M
Shares
39.7K
% Port
0.42%
A
47.AAPL

APPLE INC

+883.7%
Value
$2.8M
Shares
11.4K
% Port
0.41%
F
48.FPF

FIRST TR EXCHANGE-TRADED FD

+30510.2%
Value
$2.7M
Shares
56.9K
% Port
0.40%
V
49.VGES

VANGUARD INDEX FDS

+477.5%
Value
$2.7M
Shares
30.9K
% Port
0.39%
E
50.ETHA

ISHARES TR

-7.8%
Value
$2.6M
Shares
34.6K
% Port
0.39%