DOSSIER · 13F-HR · Q2 2026

Atlas Legacy Advisors, LLC

$678M in tracked AUM across 319 positions as of Q2 2026.

AL
CIK 0002054111 · last filed Jun 30, 2026
Total AUM
$678M
as of Q2 2026
Holdings
319
positions
Whale Score
58
58
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Atlas Legacy Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IYW
ISHARES TR
$62M246K9.1%
02
VOO
VANGUARD INDEX FDS
$44M64K6.4%
03
IVV
ISHARES TR
$40M53K5.9%
04
QQQM
INVESCO EXCH TRADED FD TR II
$27M89K4.0%
05
EEM
ISHARES TR
$27M388K3.9%
06
RWL
INVESCO EXCH TRADED FD TR II
$26M201K3.8%
07
VGT
VANGUARD WORLD FD
$18M147K2.6%
08
AAPL
APPLE INC
$17M61K2.5%
09
IWR
ISHARES TR
$16M149K2.4%
10
IEFA
ISHARES TR
$12M128K1.8%

Filing history

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 positionsView →
2025Q2Jun 30
$454M 15.3%
174 positionsLocked
2025Q1Mar 31
$394M 4.6%
176 positionsLocked
2024Q4Dec 31
$413M
173 positionsLocked