Institutional Fund
Atlas Legacy Advisors, LLC
Los Angeles, CACIK 20541115 filings on record
Portfolio Value
$547.32M
Q1 2026
Holdings
189
Reported positions
New Buys
12
Opened this quarter
QoQ Change
-3.9%
from $569.65M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr7.9%
- Vanguard Index Fds6.8%
- Ishares Tr6.1%
- Invesco Exch Traded Fd Tr II4.2%
- Invesco Exch Traded Fd Tr II4.2%
- Ishares Tr3.9%
- Other66.9%
Portfolio Holdings
189 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 238.1K | $43.30M | 7.9% | −159 | Reduced |
| 2 | Vanguard Index Fds | 62.7K | $37.44M | 6.8% | −3.7K | Reduced |
| 3 | Ishares Tr | 51.2K | $33.49M | 6.1% | −2.5K | Reduced |
| 4 | Invesco Exch Traded Fd Tr II | 97.4K | $23.14M | 4.2% | +5.7K | Added |
| 5 | Invesco Exch Traded Fd Tr II | 198.2K | $22.78M | 4.2% | +15.3K | Added |
| 6 | Ishares Tr | 373.1K | $21.20M | 3.9% | +197.7K | Added |
| 7 | Ishares Tr | 147.0K | $14.30M | 2.6% | +3.3K | Added |
| 8 | Vanguard World Fd | 25.1K | $13.07M | 2.4% | +8.2K | Added |
| 9 | Apple Inc | 48.8K | $12.41M | 2.3% | −12.6K | Reduced |
| 10 | Ishares Tr | 124.5K | $11.28M | 2.1% | −352 | Reduced |
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