Atlas Legacy Advisors

LOS ANGELES, CAfiles as Atlas Legacy Advisors, LLC

$676m in 208 US stocks at the end of 30 June 2026. The top 10 are 42.7% of the money. It changed about 6.5% of the portfolio this quarter.

Value

$676m

Stocks

208

Top 10 share

42.7%

Turnover

6.5%

What changed this quarter

New

Bought for the first time this quarter.

Triple Flag Precious MetalsTFPM
0.1% of the fund
IntelINTC
<0.1% of the fund
World Gold TRGLDM
<0.1% of the fund
S&P Global
<0.1% of the fund
Palo Alto NetworksPANW
<0.1% of the fund
SandiskSNDK
<0.1% of the fund
Lam ResearchLRCX
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
KLAKLAC
<0.1% of the fund
IsharesEWY
<0.1% of the fund
Ishares TRSTIP
<0.1% of the fund
Colgate-PalmoliveCL
<0.1% of the fund
International Business MachinesIBM
<0.1% of the fund
StarbucksSBUX
<0.1% of the fund
Walt DisneyDIS
<0.1% of the fund
EatonETN
<0.1% of the fund
Western DigitalWDC
<0.1% of the fund
Novartis AGNVS
<0.1% of the fund
Delta Air LinesDAL
<0.1% of the fund
Dell TechnologiesDELL
<0.1% of the fund
Vanguard Index FDSVOT
<0.1% of the fund
Expedia GroupEXPE
<0.1% of the fund
Mondelez InternationalMDLZ
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
Banco SantanderSAN
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRIYW
9.2% of the fund
+3%
Ishares TRIVV
5.9% of the fund
+4%
Ishares TREEM
3.9% of the fund
+4%
AppleAAPL
2.5% of the fund
+25%
Ishares TRIEFA
1.8% of the fund
+3%
Vanguard World FDVHT
1.8% of the fund
+2%
State STR Spdr S&P 500 ETF TSPY
1.7% of the fund
+3%
AlphabetGOOG
1.5% of the fund
+31%
NvidiaNVDA
1.5% of the fund
+37%
MicrosoftMSFT
1.4% of the fund
+25%
Ishares TRIJR
1.3% of the fund
+2%
Ishares TRESGU
1.2% of the fund
+5%
Invesco Actively Managed EXCGTO
1.2% of the fund
+3%
Invesco Exch Traded FD TR IIPXH
1.1% of the fund
+5%
Amazon.comAMZN
1.1% of the fund
+33%
J P Morgan Exchange Traded FJPST
1.1% of the fund
+3%
Ishares TREFA
0.9% of the fund
+23%
JPMorgan ChaseJPM
0.9% of the fund
+25%
Select Sector Spdr TRXLK
0.8% of the fund
+20%
TeslaTSLA
0.7% of the fund
+15%
Vanguard Admiral FDSIVOO
0.7% of the fund
+4%
AllstateALL
0.7% of the fund
+31%
Capital Group Growth ETFCGGR
0.7% of the fund
+31%
AlphabetGOOGL
0.7% of the fund
+31%
J P Morgan Exchange Traded FJMEE
0.6% of the fund
+3%

Cut

Sold some of their stake.

Invesco Exch Traded FD TR IIQQQM
4.0% of the fund
-8%
Vanguard World FDVGT
2.6% of the fund
-27%
Capital Group Dividend ValueCGDV
0.4% of the fund
-4%
Vanguard Index FDSVUG
0.4% of the fund
-4%
Ishares TRACWX
0.4% of the fund
-8%
Ishares TRHDV
0.3% of the fund
-19%
Advanced Micro DevicesAMD
0.3% of the fund
-25%
Vanguard Index FDSVO
0.2% of the fund
-2%
IsharesIEMG
0.2% of the fund
-5%
Goldman Sachs ETF TRGBIL
0.2% of the fund
-12%
Invesco Exch Traded FD TR IIPXF
0.1% of the fund
-6%
IsharesEWJ
<0.1% of the fund
-17%
Intercontinental ExchangeICE
<0.1% of the fund
-6%
Broadridge Financial SolutionsBR
<0.1% of the fund
-9%
Illinois Tool WorksITW
<0.1% of the fund
-3%
Ishares TRMUB
<0.1% of the fund
-15%
Pimco ETF TRMUNI
<0.1% of the fund
-4%
CitigroupC
<0.1% of the fund
-8%
Invesco Exchange Traded FD TPTH
<0.1% of the fund
-6%
Ishares TREMB
<0.1% of the fund
-3%
Vanguard Scottsdale FDSVGLT
<0.1% of the fund
-5%
Pimco ETF TRSMMU
<0.1% of the fund
-12%
Ishares TRAOA
<0.1% of the fund
-17%

Sold out

Sold their entire stake.

Holdings

Ishares TRIYW
Share
9.2%
Value
$62m
Shares
246,172
+3%
Vanguard Index FDSVOO
Share
6.5%
Value
$44m
Shares
63,587
Held
Ishares TRIVV
Share
5.9%
Value
$40m
Shares
53,317
+4%
Invesco Exch Traded FD TR IIQQQM
Share
4.0%
Value
$27m
Shares
89,343
-8%
Ishares TREEM
Share
3.9%
Value
$27m
Shares
387,507
+4%
Invesco Exch Traded FD TR IIRWL
Share
3.8%
Value
$26m
Shares
201,381
Held
Vanguard World FDVGT
Share
2.6%
Value
$18m
Shares
147,000
-27%
AppleAAPL
Share
2.5%
Value
$17m
Shares
61,151
+25%
Ishares TRIWR
Share
2.4%
Value
$16m
Shares
149,304
Held
Ishares TRIEFA
Share
1.8%
Value
$12m
Shares
128,198
+3%
Vanguard World FDVHT
Share
1.8%
Value
$12m
Shares
40,787
+2%
State STR Spdr S&P 500 ETF TSPY
Share
1.7%
Value
$12m
Shares
15,593
+3%
Vanguard Whitehall FDSVYM
Share
1.7%
Value
$12m
Shares
72,780
Held
Ishares TRCMF
Share
1.7%
Value
$11m
Shares
198,228
Held
Invesco Exchange Traded FD TRSP
Share
1.7%
Value
$11m
Shares
53,336
Held
AlphabetGOOG
Share
1.5%
Value
$10m
Shares
29,740
+31%
NvidiaNVDA
Share
1.5%
Value
$10m
Shares
52,680
+37%
Invesco Exchange Traded FD TXMMO
Share
1.5%
Value
$10m
Shares
59,242
Held
MicrosoftMSFT
Share
1.4%
Value
$10m
Shares
24,770
+25%
Ishares TRIJH
Share
1.3%
Value
$9m
Shares
113,600
Held
Ishares TRIJR
Share
1.3%
Value
$9m
Shares
58,894
+2%
Ishares TRESGU
Share
1.2%
Value
$8m
Shares
50,505
+5%
Invesco Actively Managed EXCGTO
Share
1.2%
Value
$8m
Shares
169,600
+3%
Invesco Exch Traded FD TR IIPXH
Share
1.1%
Value
$7m
Shares
268,027
+5%
Amazon.comAMZN
Share
1.1%
Value
$7m
Shares
30,310
+33%
J P Morgan Exchange Traded FJPST
Share
1.1%
Value
$7m
Shares
141,635
+3%
IsharesEMXC
Share
1.0%
Value
$7m
Shares
63,959
Held
Vanguard World FDESGV
Share
0.9%
Value
$6m
Shares
47,899
Held
Ishares TREFA
Share
0.9%
Value
$6m
Shares
58,268
+23%
JPMorgan ChaseJPM
Share
0.9%
Value
$6m
Shares
18,422
+25%
Vanguard Index FDSVTI
Share
0.8%
Value
$6m
Shares
15,406
Held
Select Sector Spdr TRXLK
Share
0.8%
Value
$5m
Shares
28,572
+20%
Ishares TRIXUS
Share
0.8%
Value
$5m
Shares
55,769
Held
TeslaTSLA
Share
0.7%
Value
$5m
Shares
11,836
+15%
Vanguard Admiral FDSIVOO
Share
0.7%
Value
$5m
Shares
37,075
+4%
Spdr Series TrustSPTL
Share
0.7%
Value
$5m
Shares
180,147
Held
AllstateALL
Share
0.7%
Value
$5m
Shares
20,050
+31%
Capital Group Growth ETFCGGR
Share
0.7%
Value
$4m
Shares
95,121
+31%
AlphabetGOOGL
Share
0.7%
Value
$4m
Shares
12,658
+31%
Vanguard Star FDSVXUS
Share
0.6%
Value
$4m
Shares
50,413
Held
J P Morgan Exchange Traded FJMEE
Share
0.6%
Value
$4m
Shares
54,691
+3%
Vanguard Index FDSVB
Share
0.6%
Value
$4m
Shares
13,249
Held
Vanguard Index FDSVNQ
Share
0.4%
Value
$3m
Shares
31,306
Held
Capital Group Dividend ValueCGDV
Share
0.4%
Value
$3m
Shares
60,674
-4%
Vanguard Intl Equity Index FVWO
Share
0.4%
Value
$3m
Shares
49,548
+3%
Vanguard Tax-Managed FDSVEA
Share
0.4%
Value
$3m
Shares
39,655
+7%
BroadcomAVGO
Share
0.4%
Value
$3m
Shares
7,644
+47%
First TR Exchange-Traded FDFVD
Share
0.4%
Value
$3m
Shares
56,935
Held
Morgan StanleyMS
Share
0.4%
Value
$3m
Shares
13,807
+81%
Vanguard Index FDSVUG
Share
0.4%
Value
$3m
Shares
30,857
-4%
Ishares TRACWX
Share
0.4%
Value
$3m
Shares
34,577
-8%
Meta PlatformsMETA
Share
0.4%
Value
$3m
Shares
4,367
+42%
Berkshire HathawayBRK-B
Share
0.4%
Value
$3m
Shares
5,044
+30%
Ishares TRDVY
Share
0.3%
Value
$2m
Shares
14,936
+50%
Berkshire Hathaway INC DELBRK-A
Share
0.3%
Value
$2m
Shares
3
Held
Capital Group Intl Focus EQTCGXU
Share
0.3%
Value
$2m
Shares
63,093
Held
Vanguard Index FDSVTV
Share
0.3%
Value
$2m
Shares
9,121
+3%
Ishares TRIWN
Share
0.3%
Value
$2m
Shares
8,899
Held
Ishares TRUSHY
Share
0.3%
Value
$2m
Shares
53,111
Held
W.W. GraingerGWW
Share
0.3%
Value
$2m
Shares
1,477
+15%
ARK ETF TRARKK
Share
0.3%
Value
$2m
Shares
22,590
+47%
Eli LillyLLY
Share
0.3%
Value
$2m
Shares
1,579
+38%
Costco WholesaleCOST
Share
0.3%
Value
$2m
Shares
1,917
+17%
InModeINMD
Share
0.3%
Value
$2m
Shares
122,749
+30%
Ishares TRHDV
Share
0.3%
Value
$2m
Shares
64,780
-19%
Advanced Micro DevicesAMD
Share
0.3%
Value
$2m
Shares
3,628
-25%
Invesco Exch TRD SLF IDX FDOMFL
Share
0.2%
Value
$2m
Shares
24,054
+3%
Invesco QQQ TRQQQ
Share
0.2%
Value
$2m
Shares
2,170
Held
Palantir TechnologiesPLTR
Share
0.2%
Value
$2m
Shares
13,243
+7%
Invesco Exch Traded FD TR IISPHD
Share
0.2%
Value
$2m
Shares
31,114
+3%
Analog DevicesADI
Share
0.2%
Value
$2m
Shares
4,062
+10%
CencoraCOR
Share
0.2%
Value
$2m
Shares
5,208
+13%
Home DepotHD
Share
0.2%
Value
$2m
Shares
4,289
+4%
MastercardMA
Share
0.2%
Value
$1m
Shares
2,883
+46%
Micron TechnologyMU
Share
0.2%
Value
$1m
Shares
1,685
+86%
Ishares TRUSMV
Share
0.2%
Value
$1m
Shares
15,253
+3%
Motorcar Parts of AmericaMPAA
Share
0.2%
Value
$1m
Shares
93,443
Held
WalmartWMT
Share
0.2%
Value
$1m
Shares
12,496
+21%
Vanguard Index FDSVO
Share
0.2%
Value
$1m
Shares
17,661
-2%
LindeLIN
Share
0.2%
Value
$1m
Shares
2,688
+13%
Select Sector Spdr TRXLE
Share
0.2%
Value
$1m
Shares
25,392
+17%
Goldman Sachs GroupGS
Share
0.2%
Value
$1m
Shares
1,342
+13%
Royal Bank of CanadaRY
Share
0.2%
Value
$1m
Shares
6,501
Held
Vanguard Specialized FundsVIG
Share
0.2%
Value
$1m
Shares
5,507
+18%
Capital Group InternationalCGIE
Share
0.2%
Value
$1m
Shares
34,974
Held
IsharesIEMG
Share
0.2%
Value
$1m
Shares
15,085
-5%
AflacAFL
Share
0.2%
Value
$1m
Shares
10,660
+15%
Ishares TRSMLF
Share
0.2%
Value
$1m
Shares
13,596
+4%
ChubbCB
Share
0.2%
Value
$1m
Shares
3,479
+17%
OracleORCL
Share
0.2%
Value
$1m
Shares
7,704
+11%
Goldman Sachs ETF TRGBIL
Share
0.2%
Value
$1m
Shares
11,272
-12%
ExxonMobil HoldingsXOM
Share
0.2%
Value
$1m
Shares
8,005
+32%
CaterpillarCAT
Share
0.2%
Value
$1m
Shares
1,096
+22%
Invesco DB Commdy Indx TrckDBC
Share
0.2%
Value
$1m
Shares
40,225
Held
UnitedHealth GroupUNH
Share
0.2%
Value
$1m
Shares
2,660
+30%
Johnson & JohnsonJNJ
Share
0.2%
Value
$1m
Shares
4,361
+41%
Texas InstrumentsTXN
Share
0.2%
Value
$1m
Shares
3,683
+14%
IsharesEEMV
Share
0.2%
Value
$1m
Shares
13,916
Held
Select Sector Spdr TRXLC
Share
0.1%
Value
$1m
Shares
9,373
Held
TJX CompaniesTJX
Share
0.1%
Value
$1m
Shares
6,556
+33%

Company	Share of fund	Value	Shares	Change
Ishares TRIYW	9.2%	$62m	246,172	+3%
Vanguard Index FDSVOO	6.5%	$44m	63,587	Held
Ishares TRIVV	5.9%	$40m	53,317	+4%
Invesco Exch Traded FD TR IIQQQM	4.0%	$27m	89,343	-8%
Ishares TREEM	3.9%	$27m	387,507	+4%
Invesco Exch Traded FD TR IIRWL	3.8%	$26m	201,381	Held
Vanguard World FDVGT	2.6%	$18m	147,000	-27%
AppleAAPL	2.5%	$17m	61,151	+25%
Ishares TRIWR	2.4%	$16m	149,304	Held
Ishares TRIEFA	1.8%	$12m	128,198	+3%
Vanguard World FDVHT	1.8%	$12m	40,787	+2%
State STR Spdr S&P 500 ETF TSPY	1.7%	$12m	15,593	+3%
Vanguard Whitehall FDSVYM	1.7%	$12m	72,780	Held
Ishares TRCMF	1.7%	$11m	198,228	Held
Invesco Exchange Traded FD TRSP	1.7%	$11m	53,336	Held
AlphabetGOOG	1.5%	$10m	29,740	+31%
NvidiaNVDA	1.5%	$10m	52,680	+37%
Invesco Exchange Traded FD TXMMO	1.5%	$10m	59,242	Held
MicrosoftMSFT	1.4%	$10m	24,770	+25%
Ishares TRIJH	1.3%	$9m	113,600	Held
Ishares TRIJR	1.3%	$9m	58,894	+2%
Ishares TRESGU	1.2%	$8m	50,505	+5%
Invesco Actively Managed EXCGTO	1.2%	$8m	169,600	+3%
Invesco Exch Traded FD TR IIPXH	1.1%	$7m	268,027	+5%
Amazon.comAMZN	1.1%	$7m	30,310	+33%
J P Morgan Exchange Traded FJPST	1.1%	$7m	141,635	+3%
IsharesEMXC	1.0%	$7m	63,959	Held
Vanguard World FDESGV	0.9%	$6m	47,899	Held
Ishares TREFA	0.9%	$6m	58,268	+23%
JPMorgan ChaseJPM	0.9%	$6m	18,422	+25%
Vanguard Index FDSVTI	0.8%	$6m	15,406	Held
Select Sector Spdr TRXLK	0.8%	$5m	28,572	+20%
Ishares TRIXUS	0.8%	$5m	55,769	Held
TeslaTSLA	0.7%	$5m	11,836	+15%
Vanguard Admiral FDSIVOO	0.7%	$5m	37,075	+4%
Spdr Series TrustSPTL	0.7%	$5m	180,147	Held
AllstateALL	0.7%	$5m	20,050	+31%
Capital Group Growth ETFCGGR	0.7%	$4m	95,121	+31%
AlphabetGOOGL	0.7%	$4m	12,658	+31%
Vanguard Star FDSVXUS	0.6%	$4m	50,413	Held
J P Morgan Exchange Traded FJMEE	0.6%	$4m	54,691	+3%
Vanguard Index FDSVB	0.6%	$4m	13,249	Held
Vanguard Index FDSVNQ	0.4%	$3m	31,306	Held
Capital Group Dividend ValueCGDV	0.4%	$3m	60,674	-4%
Vanguard Intl Equity Index FVWO	0.4%	$3m	49,548	+3%
Vanguard Tax-Managed FDSVEA	0.4%	$3m	39,655	+7%
BroadcomAVGO	0.4%	$3m	7,644	+47%
First TR Exchange-Traded FDFVD	0.4%	$3m	56,935	Held
Morgan StanleyMS	0.4%	$3m	13,807	+81%
Vanguard Index FDSVUG	0.4%	$3m	30,857	-4%
Ishares TRACWX	0.4%	$3m	34,577	-8%
Meta PlatformsMETA	0.4%	$3m	4,367	+42%
Berkshire HathawayBRK-B	0.4%	$3m	5,044	+30%
Ishares TRDVY	0.3%	$2m	14,936	+50%
Berkshire Hathaway INC DELBRK-A	0.3%	$2m	3	Held
Capital Group Intl Focus EQTCGXU	0.3%	$2m	63,093	Held
Vanguard Index FDSVTV	0.3%	$2m	9,121	+3%
Ishares TRIWN	0.3%	$2m	8,899	Held
Ishares TRUSHY	0.3%	$2m	53,111	Held
W.W. GraingerGWW	0.3%	$2m	1,477	+15%
ARK ETF TRARKK	0.3%	$2m	22,590	+47%
Eli LillyLLY	0.3%	$2m	1,579	+38%
Costco WholesaleCOST	0.3%	$2m	1,917	+17%
InModeINMD	0.3%	$2m	122,749	+30%
Ishares TRHDV	0.3%	$2m	64,780	-19%
Advanced Micro DevicesAMD	0.3%	$2m	3,628	-25%
Invesco Exch TRD SLF IDX FDOMFL	0.2%	$2m	24,054	+3%
Invesco QQQ TRQQQ	0.2%	$2m	2,170	Held
Palantir TechnologiesPLTR	0.2%	$2m	13,243	+7%
Invesco Exch Traded FD TR IISPHD	0.2%	$2m	31,114	+3%
Analog DevicesADI	0.2%	$2m	4,062	+10%
CencoraCOR	0.2%	$2m	5,208	+13%
Home DepotHD	0.2%	$2m	4,289	+4%
MastercardMA	0.2%	$1m	2,883	+46%
Micron TechnologyMU	0.2%	$1m	1,685	+86%
Ishares TRUSMV	0.2%	$1m	15,253	+3%
Motorcar Parts of AmericaMPAA	0.2%	$1m	93,443	Held
WalmartWMT	0.2%	$1m	12,496	+21%
Vanguard Index FDSVO	0.2%	$1m	17,661	-2%
LindeLIN	0.2%	$1m	2,688	+13%
Select Sector Spdr TRXLE	0.2%	$1m	25,392	+17%
Goldman Sachs GroupGS	0.2%	$1m	1,342	+13%
Royal Bank of CanadaRY	0.2%	$1m	6,501	Held
Vanguard Specialized FundsVIG	0.2%	$1m	5,507	+18%
Capital Group InternationalCGIE	0.2%	$1m	34,974	Held
IsharesIEMG	0.2%	$1m	15,085	-5%
AflacAFL	0.2%	$1m	10,660	+15%
Ishares TRSMLF	0.2%	$1m	13,596	+4%
ChubbCB	0.2%	$1m	3,479	+17%
OracleORCL	0.2%	$1m	7,704	+11%
Goldman Sachs ETF TRGBIL	0.2%	$1m	11,272	-12%
ExxonMobil HoldingsXOM	0.2%	$1m	8,005	+32%
CaterpillarCAT	0.2%	$1m	1,096	+22%
Invesco DB Commdy Indx TrckDBC	0.2%	$1m	40,225	Held
UnitedHealth GroupUNH	0.2%	$1m	2,660	+30%
Johnson & JohnsonJNJ	0.2%	$1m	4,361	+41%
Texas InstrumentsTXN	0.2%	$1m	3,683	+14%
IsharesEEMV	0.2%	$1m	13,916	Held
Select Sector Spdr TRXLC	0.1%	$1m	9,373	Held
TJX CompaniesTJX	0.1%	$1m	6,556	+33%

Showing the largest 100 of 208.

Options (5)

Micron Technology
Type
Call
Value
$577,145
Contracts
500
Goldman Sachs Group
Type
Call
Value
$505,685
Contracts
500
Space Exploration Techn
Type
Call
Value
$341,720
Contracts
2,000
Marvell Technology
Type
Call
Value
$297,890
Contracts
1,000
Advanced Micro Devices
Type
Call
Value
$290,455
Contracts
500

Company	Type	Value	Contracts
Micron Technology	Call	$577,145	500
Goldman Sachs Group	Call	$505,685	500
Space Exploration Techn	Call	$341,720	2,000
Marvell Technology	Call	$297,890	1,000
Advanced Micro Devices	Call	$290,455	500

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 48.8% since 30 June 2025.

Where the money is

Technology8.3%

Financial services4.0%

Media & telecom2.7%

Retail & consumer2.7%

Industrials1.7%

Health care1.6%

Everyday goods0.8%

Energy0.5%

Materials0.3%

Utilities0.0%

Other77.3%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.