Funds › Atlas Legacy Advisors, LLC
Atlas Legacy Advisors, LLC
13F for Q3 2026, filed Nov 10, 2026. 219 positions worth $684.7M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 10, 2026
Reported value
$684.7M
+$7.1M (1.0%) vs Q2 2026
Positions
219
208 in Q2 2026
Top 10 share
43.8%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | iShares Tr U.S. Tech Etf | 250,635 | $66.3M | 9.7% | +1.8% | 13F ↗ |
| 2 | Vanguard Index Fds S&P 500 Etf Shs | 64,860 | $45.5M | 6.6% | +2.0% | 13F ↗ |
| 3 | iShares Tr Core S&P500 Etf | 54,334 | $41.6M | 6.1% | +1.9% | 13F ↗ |
| 4 | Invesco Exch Traded Fd Tr II Nasdaq 100 Etf | 90,781 | $27.7M | 4.0% | +1.6% | 13F ↗ |
| 5 | iShares Tr Msci Emg Mkt Etf | 407,340 | $27.2M | 4.0% | +5.1% | 13F ↗ |
| 6 | Invesco Exch Traded Fd Tr II S&P 500 Revenue | 205,087 | $26.4M | 3.9% | +1.8% | 13F ↗ |
| 7 | Vanguard World Fd Inf Tech Etf | 147,376 | $18.5M | 2.7% | +0.3% | 13F ↗ |
| 8 | AAPL Apple Inc. | 53,800 | $17.9M | 2.6% | -12.0% | 13F ↗ |
| 9 | iShares Tr Equity Etf | 152,269 | $16.2M | 2.4% | +2.0% | 13F ↗ |
| 10 | Vanguard World Fd Health Car Etf | 40,662 | $12.9M | 1.9% | -0.3% | 13F ↗ |
| 11 | iShares Tr Core Msci Eafe | 132,241 | $12.8M | 1.9% | +3.2% | 13F ↗ |
| 12 | SPY State Street SPDR S&P 500 ETF Trust · Trust units | 15,804 | $12.1M | 1.8% | +1.4% | 13F ↗ |
| 13 | Vanguard Whitehall Fds High Div Yld | 76,618 | $11.9M | 1.7% | +5.3% | 13F ↗ |
| 14 | iShares Tr Equities | 213,735 | $11.6M | 1.7% | +7.8% | 13F ↗ |
| 15 | Invesco Exchange Traded Fd T S&P500 Eql Wgt | 54,589 | $11.4M | 1.7% | +2.3% | 13F ↗ |
| 16 | MSFT Microsoft Corporation | 22,051 | $11.3M | 1.7% | -11.0% | 13F ↗ |
| 17 | NVDA NVIDIA Corporation | 44,084 | $10.0M | 1.5% | -16.3% | 13F ↗ |
| 18 | Invesco Exchange Traded Fd T Etf | 61,328 | $9.0M | 1.3% | +3.5% | 13F ↗ |
| 19 | iShares Tr Core S&P Scp Etf | 61,579 | $8.4M | 1.2% | +4.6% | 13F ↗ |
| 20 | iShares Tr Esg Awr Msci Usa | 50,174 | $8.4M | 1.2% | -0.7% | 13F ↗ |
| 21 | iShares Tr Core S&P Mcp Etf | 115,087 | $8.3M | 1.2% | +1.3% | 13F ↗ |
| 22 | Invesco Actively Managed Exc Total Return | 179,380 | $8.0M | 1.2% | +5.8% | 13F ↗ |
| 23 | GOOG Alphabet Inc. Class C | 23,352 | $7.9M | 1.2% | -21.5% | 13F ↗ |
| 24 | Invesco Exch Traded Fd Tr II Rafi Emrgng Mrkt | 270,522 | $7.9M | 1.1% | +0.9% | 13F ↗ |
| 25 | J P Morgan Exchange Traded F Ultra Shrt Etf | 148,571 | $7.5M | 1.1% | +4.9% | 13F ↗ |
| 26 | iShares Inc Msci Emrg Chn | 67,642 | $6.7M | 1.0% | +5.8% | 13F ↗ |
| 27 | Vanguard World Fd Esg Us Stk Etf | 47,561 | $6.4M | 0.9% | -0.7% | 13F ↗ |
| 28 | iShares Tr Msci Eafe Etf | 59,183 | $6.1M | 0.9% | +1.6% | 13F ↗ |
| 29 | AMZN Amazon.com, Inc. | 24,405 | $6.1M | 0.9% | -19.5% | 13F ↗ |
| 30 | JPM JPMorgan Chase & Co. | 17,585 | $5.8M | 0.9% | -4.5% | 13F ↗ |
| 31 | Vanguard Index Fds Mrngstr Ttl Stk | 15,352 | $5.7M | 0.8% | -0.4% | 13F ↗ |
| 32 | iShares Tr Core Msci Total | 58,567 | $5.6M | 0.8% | +5.0% | 13F ↗ |
| 33 | Select Sector Spdr Tr St Str Techn Etf | 26,357 | $5.2M | 0.8% | -7.8% | 13F ↗ |
| 34 | Vanguard Star Fds | 55,620 | $4.7M | 0.7% | +10.3% | 13F ↗ |
| 35 | Vanguard Admiral Fds Inc Midcp 400 Idx | 37,836 | $4.6M | 0.7% | +2.1% | 13F ↗ |
| 36 | Spdr Series Trust St Lon Treas Etf | 184,007 | $4.4M | 0.6% | +2.1% | 13F ↗ |
| 37 | ALL Allstate Corporation | 18,872 | $4.3M | 0.6% | -5.9% | 13F ↗ |
| 38 | Capital Group Growth ETF Units | 87,844 | $4.2M | 0.6% | -7.7% | 13F ↗ |
| 39 | J P Morgan Exchange Traded F Small & Mid Cap | 56,496 | $4.2M | 0.6% | +3.3% | 13F ↗ |
| 40 | TSLA Tesla, Inc. | 10,604 | $3.8M | 0.6% | -10.4% | 13F ↗ |
| 41 | Vanguard Index Fds Mrngstr Sml Cap | 13,281 | $3.8M | 0.6% | +0.2% | 13F ↗ |
| 42 | GOOGL Alphabet Inc. Class A | 11,060 | $3.7M | 0.5% | -12.6% | 13F ↗ |
| 43 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 51,235 | $3.0M | 0.4% | +3.4% | 13F ↗ |
| 44 | Vanguard Index Fds Real Estate Etf | 32,477 | $2.9M | 0.4% | +3.7% | 13F ↗ |
| 45 | Capital Group Dividend Value Units | 59,652 | $2.9M | 0.4% | -1.7% | 13F ↗ |
| 46 | Vanguard Index Fds Mrngstr Grwt Etf | 31,978 | $2.9M | 0.4% | +3.6% | 13F ↗ |
| 47 | Vanguard Tax-Managed Fds | 39,605 | $2.8M | 0.4% | -0.1% | 13F ↗ |
| 48 | First Tr Exchange-Traded Fd | 58,206 | $2.7M | 0.4% | +2.2% | 13F ↗ |
| 49 | iShares Tr Msci Acwi Ex Us | 35,428 | $2.7M | 0.4% | +2.5% | 13F ↗ |
| 50 | META Meta Platforms, Inc. | 3,498 | $2.5M | 0.4% | -19.9% | 13F ↗ |
Showing the top 50 of 219 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
24 new, 68 added to, 112 trimmed, 13 exited, 15 unchanged. By estimated dollars.
New positions (24)
| GLD SPDR Gold Shares · Gold Shs | 3,851 | New | $1.5M |
| iShares Tr Core S&P Ttl Stk | 7,557 | New | $1.3M |
| XOM ExxonMobil Holdings Corporation | 6,469 | New | $1.1M |
| SPGI S&P Global Inc. | 1,191 | New | $470.9K |
| TMO Thermo Fisher Scientific Inc | 461 | New | $313.3K |
| VLO Valero Energy Corporation | 756 | New | $293.1K |
| MPC Marathon Petroleum Corporation | 663 | New | $265.7K |
| ACN Accenture plc | 1,293 | New | $250.8K |
| BMY Bristol-Myers Squibb Company | 4,015 | New | $250.5K |
| T AT&T Inc. | 10,253 | New | $245.5K |
Added to (68)
| iShares Tr Msci Emg Mkt Etf | 407,340 | +5.1% | $1.3M |
| iShares Tr U.S. Tech Etf | 250,635 | +1.8% | $1.2M |
| Vanguard Index Fds S&P 500 Etf Shs | 64,860 | +2.0% | $892.1K |
| iShares Tr Equities | 213,735 | +7.8% | $839.2K |
| iShares Tr Core S&P500 Etf | 54,334 | +1.9% | $778.8K |
| GLDM SPDR Gold MiniShares Trust · Spdr Gld Minis | 17,086 | +124% | $776.3K |
| Vanguard Whitehall Fds High Div Yld | 76,618 | +5.3% | $595.7K |
| SPCX Space Exploration Technologies Corp. | 6,004 | +137% | $523.5K |
| iShares Tr Core 80 20 Etf | 7,066 | +230% | $478.8K |
| Invesco Exch Traded Fd Tr II S&P 500 Revenue | 205,087 | +1.8% | $476.9K |
Trimmed (112)
| AAPL Apple Inc. | 53,800 | -12.0% | -$2.4M |
| GOOG Alphabet Inc. Class C | 23,352 | -21.5% | -$2.2M |
| NVDA NVIDIA Corporation | 44,084 | -16.3% | -$1.9M |
| AMZN Amazon.com, Inc. | 24,405 | -19.5% | -$1.5M |
| MSFT Microsoft Corporation | 22,051 | -11.0% | -$1.4M |
| MS Morgan Stanley | 10,319 | -25.3% | -$653.6K |
| META Meta Platforms, Inc. | 3,498 | -19.9% | -$619.6K |
| AVGO Broadcom Inc. | 5,963 | -22.0% | -$585.9K |
| GOOGL Alphabet Inc. Class A | 11,060 | -12.6% | -$540.5K |
| MA Mastercard Incorporated | 2,077 | -28.0% | -$447.6K |
Exited (13)
| Exxon Mobil Corp | 8,005 | Exited | -$1.1M |
| S&P Global Inc | 1,197 | Exited | -$487.5K |
| BA Boeing Company | 1,570 | Exited | -$356.5K |
| KLAC KLA Corporation | 988 | Exited | -$356.1K |
| IBM International Business Machines Corporation | 1,131 | Exited | -$321.7K |
| Vanguard Scottsdale Fds Long Term Treas | 5,363 | Exited | -$295.9K |
| DIS Walt Disney Company | 2,872 | Exited | -$287.6K |
| WDC Western Digital Corporation | 571 | Exited | -$279.5K |
| DAL Delta Air Lines, Inc. | 2,958 | Exited | -$271.7K |
| Vanguard Index Fds Mrngstr Md Cp Gr | 693 | Exited | -$212.3K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
All positions
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 10, 2026 | 13F-HR | 223 | $684.7M | Current | SEC ↗ |
| Q2 2026 | Jul 31, 2026 | 13F-HR | 213 | $677.5M | Current | SEC ↗ |
| Q1 2026 | May 11, 2026 | 13F-HR | 195 | $549.6M | Current | SEC ↗ |
| Q4 2025 | Jan 29, 2026 | 13F-HR | 193 | $571.1M | Current | SEC ↗ |
| Q3 2025 | Oct 30, 2025 | 13F-HR | 204 | $518.6M | Current | SEC ↗ |
| Q2 2025 | Aug 6, 2025 | 13F-HR | 174 | $453.9M | Current | SEC ↗ |
| Q1 2025 | May 7, 2025 | 13F-HR | 176 | $393.6M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer