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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$14.5 Billion 2.79% of portfolio
56,891
Q3 2025 Added 37.73%
$3.78T
$12.2 Billion 2.36% of portfolio
23,589
Q3 2025 Added 34.27%
$465B
$9.06 Billion 1.75% of portfolio
48,584
Q3 2025 Added 52.81%
$1.74T
$7.66 Billion 1.48% of portfolio
31,435
Q3 2025 Added 51.74%
$2.39T
$6.16 Billion 1.19% of portfolio
28,047
Q3 2025 Added 56.32%
$881B
$5.99 Billion 1.16% of portfolio
19,004
Q3 2025 Added 26.83%
$57.9B
$4.49 Billion 0.87% of portfolio
20,921
Q3 2025 Added 28.97%
$1.29T
$4.21 Billion 0.81% of portfolio
9,467
Q3 2025 Added 19.94%
$1.37T
$3.19 Billion 0.61% of portfolio
4,337
Q3 2025 Added 61.29%
$270B
$2.73 Billion 0.53% of portfolio
17,161
Q3 2025 Added 83.03%
$1.65T
$2.69 Billion 0.52% of portfolio
11,069
Q3 2025 Added 50.11%
$921M
$2.61 Billion 0.5% of portfolio
156,471
Q3 2025 Added 0.15%
$342B
$2.34 Billion 0.45% of portfolio
12,808
Q3 2025 Reduced 25.5%
$139B
$2.33 Billion 0.45% of portfolio
7,053
Q3 2025 Added 76.15%
$453B
$2.26 Billion 0.44% of portfolio
3
Q4 2024 New
$662B
$1.87 Billion 0.36% of portfolio
3,710
Q3 2025 Added 15.5%
$367B
$1.49 Billion 0.29% of portfolio
3,671
Q3 2025 Added 20.48%
$250M
$1.52 Billion 0.29% of portfolio
91,890
Q3 2025 Added 20.4%
$38.4B
$1.46 Billion 0.28% of portfolio
4,677
Q3 2025 Added 11.17%
$593B
$1.39 Billion 0.27% of portfolio
4,951
Q3 2025 Added 26.01%
$46.8B
$1.27 Billion 0.25% of portfolio
1,335
Q3 2025 Added 15.48%
$279B
$1.12 Billion 0.22% of portfolio
10,832
Q3 2025 Added 24.41%
$971B
$1.12 Billion 0.22% of portfolio
1,467
Q3 2025 Added 94.56%
$1.18B
$1.07 Billion 0.21% of portfolio
71,695
Q1 2025 Added 41.13%
$512B
$1.09 Billion 0.21% of portfolio
1,910
Q3 2025 Added 26.07%
$72.3B
$1.07 Billion 0.21% of portfolio
9,562
Q3 2025 Added 14.61%
$265B
$1.04 Billion 0.2% of portfolio
1,309
Q3 2025 Added 19.33%
$49.1B
$975 Million 0.19% of portfolio
813
Q3 2025 Added 41.88%
$388B
$927 Million 0.18% of portfolio
5,731
Q3 2025 Added 24.56%
$170B
$943 Million 0.18% of portfolio
6,522
Q3 2025 Added 74.25%
$303B
$921 Million 0.18% of portfolio
5,932
Q3 2025 Added 29.77%
$136B
$814 Million 0.16% of portfolio
2,202
Q3 2025 Added 7.89%
$490B
$834 Million 0.16% of portfolio
7,397
Q3 2025 Added 53.59%
$224B
$848 Million 0.16% of portfolio
2,790
Q3 2025 Added 9.5%
$118B
$823 Million 0.16% of portfolio
3,351
Q3 2025 Added 3.97%
$522B
$760 Million 0.15% of portfolio
4,101
Q3 2025 Added 49.95%
$94.5B
$781 Million 0.15% of portfolio
2,290
Q3 2025 Added 8.89%
$123B
$797 Million 0.15% of portfolio
2,824
Q3 2025 Reduced 13.19%
$300B
$723 Million 0.14% of portfolio
2,093
Q3 2025 Added 82.48%
$68.5B
$707 Million 0.14% of portfolio
5,197
Q3 2025 Added 11.67%
$34.9B
$733 Million 0.14% of portfolio
3,078
Q3 2025 Added 0.42%
$22.8B
$655 Million 0.13% of portfolio
6,981
Q3 2025 Reduced 22.61%
$104B
$674 Million 0.13% of portfolio
2,295
Q3 2025 Reduced 5.36%
$533B
$694 Million 0.13% of portfolio
2,033
Q3 2025 Added 57.11%
$25.7B
$623 Million 0.12% of portfolio
4,227
Q3 2025 Added 5.75%
$258B
$638 Million 0.12% of portfolio
3,812
Q3 2025 Added 15.83%
$187B
$599 Million 0.12% of portfolio
3,602
Q3 2025 Added 93.34%
$84.9B
$604 Million 0.12% of portfolio
3,583
Q3 2025 Added 12.28%
$319B
$562 Million 0.11% of portfolio
8,217
Q3 2025 Added 30.99%

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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