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Filers›Asset Manager›Atlas Legacy Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

Atlas Legacy Advisors, LLC

Atlas Legacy's asset manager based in Greenwich, CT — $550M in tracked AUM across 300 positions as of Q1 2026.

AL
Atlas Legacy·Greenwich, CT·Asset Manager
CIK 0002054111 · last filed Mar 31, 2026
Total AUM
$550M
▲ 7.3%
vs prior
Holdings
300
—
positions
Whale Score
58
58
tracked
Activity
—
no data
changes this Q
Top sector
Tech
28% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Atlas Legacy Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IYW
ISHARES TR
$43M238K7.9%
02
VOO
VANGUARD INDEX FDS
$37M63K6.8%
03
IVV
ISHARES TR
$33M51K6.1%
04
QQQM
INVESCO EXCH TRADED FD TR II
$23M97K4.2%
05
RWL
INVESCO EXCH TRADED FD TR II
$23M198K4.1%
06
EEM
ISHARES TR
$21M373K3.9%
07
IWR
ISHARES TR
$14M147K2.6%
08
VGT
VANGUARD WORLD FD
$13M25K2.4%
09
AAPL
APPLE INC
$12M49K2.3%
10
IEFA
ISHARES TR
$11M124K2.1%

Filing history

Filing history loading…
AI Agent · grounded in Atlas
haiku-4-5 · 300 positions indexed
Sector mix
  • Tech28%
  • Financials13%
  • Cons. Disc.46%
  • Communications4%
  • Energy14%
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