DOSSIER · 13F-HR · Q3 2026

Atlas Legacy Advisors, LLC

$685M in tracked AUM across 331 positions as of Q3 2026.

AL
CIK 0002054111 · last filed Sep 30, 2026
Total AUM
$685M
as of Q3 2026
Holdings
331
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Atlas Legacy Advisors, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
IYW
ISHARES TR
$66M251K9.7%
02
VOO
VANGUARD INDEX FDS
$45M65K6.6%
03
IVV
ISHARES TR
$42M54K6.1%
04
QQQM
INVESCO EXCH TRADED FD TR II
$28M91K4.0%
05
EEM
ISHARES TR
$27M407K4.0%
06
RWL
INVESCO EXCH TRADED FD TR II
$26M205K3.9%
07
VGT
VANGUARD WORLD FD
$19M147K2.7%
08
AAPL
APPLE INC
$18M54K2.6%
09
IWR
ISHARES TR
$16M152K2.4%
10
VHT
VANGUARD WORLD FD
$13M41K1.9%

Filing history

2026Q3Sep 30
$685M▲ 1.0%
331 positionsView →
2026Q2Jun 30
$678M▲ 23.3%
319 positionsView →
2026Q1Mar 31
$550M▼ 3.8%
300 positionsView →
2025Q4Dec 31
$571M▲ 162.7%
283 positionsView →
2025Q3Sep 30
$217M▼ 52.1%
129 positionsLocked
2025Q2Jun 30
$454M▲ 15.3%
174 positionsLocked
2025Q1Mar 31
$394M▼ 4.6%
176 positionsLocked
2024Q4Dec 31
$413M—
173 positionsLocked