Atlas Legacy Advisors, LLC Portfolio Holdings

Atlas Legacy Advisors, LLC

  • $454 Billion
  • Q2 2025

Atlas Legacy Advisors, LLC has filed its 13F form on August 06, 2025 for Q2 2025 where it was disclosed a total value porftolio of $454 Billion distributed in 174 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Dj Us Tech ETF with a value of $38.5B, Vanguard Index Fds S&P 500 ETF with a value of $33.6B, Ishares Core S&P 500 ETF with a value of $29.9B, Invesco Exchange Traded Fd Tr with a value of $18.6B, and Invesco Exchange Traded Fd Tr with a value of $16.2B.

Examining the 13F form we can see an increase of $60.3B in the current position value, from $394B to 454B.

Atlas Legacy Advisors, LLC is based out at Los Angeles, CA

Below you can find more details about Atlas Legacy Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $454 Billion
ETFs: $363 Billion
Technology: $31 Billion
Financial Services: $20.2 Billion
Consumer Cyclical: $12 Billion
Communication Services: $8.24 Billion
Industrials: $6.56 Billion
Healthcare: $5.54 Billion
Consumer Defensive: $3.65 Billion
Other: $2.35 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$38.5 Billion 8.49% of portfolio
222,300
Q2 2025 Reduced 0.07%
$0
$33.6 Billion 7.4% of portfolio
59,117
Q2 2025 Added 4.69%
$0
$29.9 Billion 6.59% of portfolio
48,204
Q2 2025 Reduced 4.0%
$0
$18.6 Billion 4.09% of portfolio
81,745
Q2 2025 Added 0.36%
$0
$16.2 Billion 3.57% of portfolio
155,401
Q2 2025 Added 0.79%
$0
$12.5 Billion 2.76% of portfolio
136,082
Q2 2025 Reduced 11.67%
$0
$11.4 Billion 2.5% of portfolio
203,783
Q2 2025 Added 449.7%
$0
$10.7 Billion 2.36% of portfolio
16,153
Q2 2025 Added 89.23%
$0
$9.88 Billion 2.18% of portfolio
54,382
Q2 2025 Added 19.94%
$0
$9.76 Billion 2.15% of portfolio
73,197
Q2 2025 Added 2.78%
$0
$9.52 Billion 2.1% of portfolio
114,091
Q2 2025 Added 11.83%
$0
$9.15 Billion 2.02% of portfolio
36,828
Q2 2025 Reduced 1.28%
$3.71T
$8.74 Billion 1.93% of portfolio
17,568
Q2 2025 Added 4.38%
$3.82T
$8.47 Billion 1.87% of portfolio
41,306
Q2 2025 Added 18.95%
$0
$8.3 Billion 1.83% of portfolio
172,015
Q2 2025 Added 61.3%
$0
$7.61 Billion 1.68% of portfolio
59,193
Q2 2025 Added 1.22%
$0
$6.16 Billion 1.36% of portfolio
137,837
Q2 2025 Added 0.77%
$0
$6.04 Billion 1.33% of portfolio
128,740
Q2 2025 Added 4.51%
$0
$6.03 Billion 1.33% of portfolio
55,165
Q2 2025 Reduced 13.97%
$0
$6.05 Billion 1.33% of portfolio
97,625
Q2 2025 Added 48.4%
$0
$5.38 Billion 1.19% of portfolio
106,158
Q2 2025 Added 2.99%
$0
$5.34 Billion 1.18% of portfolio
8,649
Q2 2025 Added 41.95%
$0
$5.32 Billion 1.17% of portfolio
48,559
Q2 2025 Added 0.82%
$419B
$5.02 Billion 1.11% of portfolio
31,793
Q2 2025 Added 26.09%
$0
$4.97 Billion 1.09% of portfolio
212,495
Q2 2025 Added 49.42%
$859B
$4.34 Billion 0.96% of portfolio
14,984
Q2 2025 Reduced 8.65%
$0
$4.14 Billion 0.91% of portfolio
53,506
Q2 2025 New
$0
$4.14 Billion 0.91% of portfolio
65,574
Q2 2025 Added 7.06%
$2.4T
$3.94 Billion 0.87% of portfolio
17,942
Q2 2025 Added 15.4%
$0
$3.8 Billion 0.84% of portfolio
42,461
Q2 2025 Added 59.78%
$0
$3.78 Billion 0.83% of portfolio
36,003
Q2 2025 Added 1.21%
$0
$3.68 Billion 0.81% of portfolio
12,101
Q2 2025 Added 32.74%
$0
$3.68 Billion 0.81% of portfolio
138,274
Q2 2025 Added 6.1%
$1.43T
$3.67 Billion 0.81% of portfolio
20,717
Q2 2025 Reduced 6.02%
$0
$3.62 Billion 0.8% of portfolio
52,467
Q2 2025 Reduced 1.19%
$54.1B
$3.27 Billion 0.72% of portfolio
16,222
Q2 2025 Added 0.19%
$0
$2.95 Billion 0.65% of portfolio
11,644
Q2 2025 Reduced 12.29%
$0
$2.91 Billion 0.64% of portfolio
12,275
Q2 2025 Added 114.04%
$0
$2.73 Billion 0.6% of portfolio
27,289
Q2 2025 Added 13.05%
$0
$2.67 Billion 0.59% of portfolio
45,021
Q2 2025 Added 6.79%
$0
$2.66 Billion 0.59% of portfolio
29,913
Q2 2025 Reduced 2.03%
$0
$2.49 Billion 0.55% of portfolio
5,686
Q2 2025 Added 67.28%
$1.09T
$2.51 Billion 0.55% of portfolio
7,893
Q2 2025 Added 13.21%
$307B
$2.34 Billion 0.52% of portfolio
17,191
Q2 2025 Added 5.44%
$444B
$2.19 Billion 0.48% of portfolio
3
Q4 2024 New
$1.72T
$1.98 Billion 0.44% of portfolio
2,689
Q2 2025 Added 13.41%
$0
$1.89 Billion 0.42% of portfolio
38,220
Q2 2025 Added 28.83%
$921M
$1.89 Billion 0.42% of portfolio
156,238
Q2 2025 Reduced 0.29%
$0
$1.81 Billion 0.4% of portfolio
31,791
Q2 2025 Added 29.5%

Summary

  • Portfolio
  • No. of Stocks 174
  • Current Value $454 Billion
  • Prior Value $394 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 06, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 104 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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