Atlas Legacy Advisors, LLC
CIK 2054111
13F filing for Q2 2026・No. 3,269
- Holdings
- US$677.55M
- Quarter change
- +US$127.91M
- Entries
- 319
- Net bought (estimate)
- +US$46.84M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 27
- Sold out 8
- Cut 40
- Added 132
- Corporate actions 2
- Unchanged 9
Largest holdings
208 stocks worth US$675.53M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| ISHARES TRU.S. TECH ETF | Added | 246,172 | US$61.83M | 9.15% |
| VOOVanguard S&P 500 ETFS&P 500 ETF SHS | Added | 63,587 | US$43.67M | 6.46% |
| IVVISHARES TRCORE S&P500 ETF | Added | 53,317 | US$39.89M | 5.90% |
| INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | Cut | 89,343 | US$27.07M | 4.01% |
| EEMISHARES TRMSCI EMG MKT ETF | Added | 387,507 | US$26.51M | 3.92% |
| INVESCO EXCH TRADED FD TR IIS&P 500 REVENUE | Added | 201,381 | US$25.73M | 3.81% |
| VANGUARD WORLD FDINF TECH ETF | CutSplit 6:1 | 147,000 | US$17.67M | 2.62% |
| AAPLAppleCOM | Added | 61,151 | US$17.21M | 2.55% |
| ISHARES TRRUS MID CAP ETF | Added | 149,304 | US$16.45M | 2.43% |
| ISHARES TRCORE MSCI EAFE | Added | 128,198 | US$12.38M | 1.83% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.