account_balance

Investment manager · 13F filer · SEC CIK 2054111

Atlas Legacy Advisors, LLC

Reported value$683Mas of Sep 30, 2026

Positions219 23 new, 12 sold out

Top 10 weight43.9%IYW alone is 10%

FiledNov 1041 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

IYWiShares Tr

9.7%

VOOVanguard Index FDS

6.7%Added +2%

IVViShares Tr

6.1%

QQQMInvesco Exch Traded Fd Tr II

4.0%

EEMiShares Tr

4.0%Added +5%

RWLInvesco Exch Traded Fd Tr II

3.9%

VGTVanguard World Fd

2.7%

AAPLApple Inc.

2.6%Trimmed −12%

IWRiShares Tr

2.4%

VHTVanguard World Fd

1.9%

IEFAiShares Tr

1.9%+3%

SPYSPDR S&P 500 ETF Trust

1.8%

IYWiShares Tr

9.7%

VOOVanguard Index FDS

6.7%Added +2%

IVViShares Tr

6.1%

QQQMInvesco Exch Traded Fd Tr II

4.0%

EEMiShares Tr

4.0%+5%

RWLInvesco Exch Traded Fd Tr II

3.9%

VGTVanguard World Fd

2.7%

AAPLApple Inc.

2.6%

IWR2.4%

VHT1.9%

IEFA

SPY1.8%

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list

IYW iShares Tr 9.7% Held

VOO Vanguard Index FDS 6.7% Added +2%

IVV iShares Tr 6.1% Held

QQQM Invesco Exch Traded Fd Tr II 4.0% Held

EEM iShares Tr 4.0% Added +5%

RWL Invesco Exch Traded Fd Tr II 3.9% Held

VGT Vanguard World Fd 2.7% Held

AAPL Apple Inc. 2.6% Trimmed −12%

IWR iShares Tr 2.4% Held

VHT Vanguard World Fd 1.9% Held

IEFA iShares Tr 1.9% Added +3%

SPY SPDR S&P 500 ETF Trust 1.8% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 10, 2026, compared with the Jul 31, 2026 filing

add_circleNew

GLD $1.47M
ITOT $1.26M
SPGI $471K
TMO $313K

arrow_upwardAdded

GLDM +124%
GBIL +34%
VXUS +10%
CMF +8%

arrow_downwardTrimmed

MS −25%
AVGO −22%
GOOG −21%
META −20%

remove_circleSold out

S&P Global Inc $487K
BA $357K
KLAC $356K
IBM $322K

Atlas Legacy Advisors, LLC

Where the money is

Biggest moves since Jun 30, 2026

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