Atlas Legacy Advisors, LLC Portfolio Holdings

Atlas Legacy Advisors, LLC

  • $519 Billion
  • Q3 2025

Atlas Legacy Advisors, LLC has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $519 Billion distributed in 307 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 $41.8B, Vanguard Index Fds S&P 500 ETF with a value of $37.3B, Ishares Core S&P 500 ETF with a value of $31.2B, Invesco Exchange Traded Fd Tr with a value of $20.4B, and Invesco Exchange Traded Fd Tr with a value of $17.8B.

Examining the 13F form we can see an increase of $64.7B in the current position value, from $454B to 519B.

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 $519 Billion
ETFs: $380 Billion
Technology: $48.8 Billion
Financial Services: $25.8 Billion
Consumer Cyclical: $19.4 Billion
Communication Services: $15.4 Billion
Healthcare: $8.22 Billion
Industrials: $7.79 Billion
Consumer Defensive: $4.77 Billion
Other: $4.19 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.8 Billion 8.06% of portfolio
213,322
Q3 2025 Reduced 4.04%
$0
$37.3 Billion 7.19% of portfolio
60,855
Q3 2025 Added 2.94%
$0
$31.2 Billion 6.02% of portfolio
46,672
Q3 2025 Reduced 3.18%
$0
$20.4 Billion 3.94% of portfolio
82,597
Q3 2025 Added 1.04%
$0
$17.8 Billion 3.43% of portfolio
160,696
Q3 2025 Added 3.41%
$4.35T
$14.5 Billion 2.79% of portfolio
56,891
Q3 2025 Added 37.73%
$0
$12.4 Billion 2.39% of portfolio
128,495
Q3 2025 Reduced 5.58%
$3.86T
$12.2 Billion 2.36% of portfolio
23,589
Q3 2025 Added 34.27%
$0
$12.2 Billion 2.35% of portfolio
16,322
Q3 2025 Added 1.05%
$0
$11.4 Billion 2.21% of portfolio
200,702
Q3 2025 Reduced 1.51%
$0
$9.67 Billion 1.86% of portfolio
110,766
Q3 2025 Reduced 2.91%
$0
$9.63 Billion 1.86% of portfolio
50,788
Q3 2025 Reduced 6.61%
$0
$9.59 Billion 1.85% of portfolio
68,043
Q3 2025 Reduced 7.04%
$0
$9.18 Billion 1.77% of portfolio
35,378
Q3 2025 Reduced 3.94%
$505B
$9.06 Billion 1.75% of portfolio
48,584
Q3 2025 Added 52.81%
$0
$8.82 Billion 1.7% of portfolio
165,245
Q3 2025 Reduced 3.94%
$0
$7.41 Billion 1.43% of portfolio
54,763
Q3 2025 Reduced 7.48%
$0
$6.83 Billion 1.32% of portfolio
143,768
Q3 2025 Added 11.67%
$0
$6.5 Billion 1.25% of portfolio
44,618
Q3 2025 Reduced 8.26%
$0
$6.39 Billion 1.23% of portfolio
97,905
Q3 2025 Added 0.29%
$0
$6.16 Billion 1.19% of portfolio
51,835
Q3 2025 Reduced 6.04%
$2.49T
$6.16 Billion 1.19% of portfolio
28,047
Q3 2025 Added 56.32%
$913B
$5.99 Billion 1.16% of portfolio
19,004
Q3 2025 Added 26.83%
$0
$5.92 Billion 1.14% of portfolio
8,889
Q3 2025 Added 2.77%
$0
$5.89 Billion 1.14% of portfolio
116,147
Q3 2025 Added 9.41%
$0
$5.77 Billion 1.11% of portfolio
124,855
Q3 2025 Reduced 9.42%
$0
$5.34 Billion 1.03% of portfolio
45,112
Q3 2025 Reduced 7.1%
$0
$5.12 Billion 0.99% of portfolio
201,331
Q3 2025 Reduced 5.25%
$51.8B
$4.49 Billion 0.87% of portfolio
20,921
Q3 2025 Added 28.97%
$0
$4.35 Billion 0.84% of portfolio
52,656
Q3 2025 Reduced 1.59%
$1.44T
$4.21 Billion 0.81% of portfolio
9,467
Q3 2025 Added 19.94%
$0
$4.17 Billion 0.8% of portfolio
12,695
Q3 2025 Added 4.91%
$0
$4.13 Billion 0.8% of portfolio
153,160
Q3 2025 Added 10.77%
$0
$4.09 Billion 0.79% of portfolio
60,625
Q3 2025 Reduced 7.55%
$0
$3.62 Billion 0.7% of portfolio
32,781
Q3 2025 Reduced 8.95%
$0
$3.48 Billion 0.67% of portfolio
47,398
Q3 2025 Reduced 9.66%
$0
$3.41 Billion 0.66% of portfolio
36,552
Q3 2025 Reduced 13.92%
$0
$3.16 Billion 0.61% of portfolio
11,220
Q3 2025 Reduced 3.64%
$1.46T
$3.19 Billion 0.61% of portfolio
4,337
Q3 2025 Added 61.29%
$0
$3.09 Billion 0.6% of portfolio
12,142
Q3 2025 Reduced 1.08%
$0
$3.01 Billion 0.58% of portfolio
47,408
Q3 2025 Added 5.3%
$0
$2.83 Billion 0.55% of portfolio
64,468
Q3 2025 Added 52.31%
$278B
$2.73 Billion 0.53% of portfolio
17,161
Q3 2025 Added 83.03%
$1.68T
$2.69 Billion 0.52% of portfolio
11,069
Q3 2025 Added 50.11%
$927M
$2.61 Billion 0.5% of portfolio
156,471
Q3 2025 Added 0.15%
$0
$2.41 Billion 0.46% of portfolio
26,345
Q3 2025 Reduced 11.93%
$394B
$2.34 Billion 0.45% of portfolio
12,808
Q3 2025 Reduced 25.5%
$150B
$2.33 Billion 0.45% of portfolio
7,053
Q3 2025 Added 76.15%
$0
$2.31 Billion 0.45% of portfolio
23,083
Q3 2025 Reduced 15.41%

Summary

  • Portfolio
  • No. of Stocks 307
  • Current Value $519 Billion
  • Prior Value $454 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 28 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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