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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$419B
$5.02 Billion 1.11% of portfolio
31,793
Q2 2025 Added 26.09%
$859B
$4.34 Billion 0.96% of portfolio
14,984
Q2 2025 Reduced 8.65%
$2.4T
$3.94 Billion 0.87% of portfolio
17,942
Q2 2025 Added 15.4%
$1.43T
$3.67 Billion 0.81% of portfolio
20,717
Q2 2025 Reduced 6.02%
$54.1B
$3.27 Billion 0.72% of portfolio
16,222
Q2 2025 Added 0.19%
$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%
$921M
$1.89 Billion 0.42% of portfolio
156,238
Q2 2025 Reduced 0.29%
$650B
$1.56 Billion 0.34% of portfolio
3,212
Q2 2025 Added 0.31%
$430B
$1.55 Billion 0.34% of portfolio
1,565
Q2 2025 Added 26.93%
$252B
$1.32 Billion 0.29% of portfolio
9,376
Q2 2025 Reduced 0.24%
$1.43T
$1.3 Billion 0.29% of portfolio
7,374
Q2 2025 Added 21.1%
$50.4B
$1.2 Billion 0.26% of portfolio
1,156
Q2 2025 Added 26.89%
$430B
$1.12 Billion 0.25% of portfolio
3,047
Q2 2025 Added 13.61%
$140B
$1.1 Billion 0.24% of portfolio
4,004
Q2 2025 Added 43.0%
$1.27B
$1.04 Billion 0.23% of portfolio
71,695
Q1 2025 Added 41.13%
$26.9B
$1 Billion 0.22% of portfolio
9,020
Q2 2025 Added 25.63%
$115B
$942 Million 0.21% of portfolio
3,253
Q2 2025 Added 35.77%
$560B
$851 Million 0.19% of portfolio
1,515
Q2 2025 Added 6.32%
$643B
$859 Million 0.19% of portfolio
3,929
Q2 2025 Reduced 0.2%
$278B
$851 Million 0.19% of portfolio
8,707
Q2 2025 Added 1.14%
$283M
$855 Million 0.19% of portfolio
76,320
Q4 2024 New
$67.2B
$880 Million 0.19% of portfolio
8,343
Q2 2025 Added 33.7%
$149B
$807 Million 0.18% of portfolio
2,041
Q2 2025 Added 19.15%
$554B
$767 Million 0.17% of portfolio
573
Q2 2025 Added 57.85%
$253B
$776 Million 0.17% of portfolio
1,097
Q2 2025 Added 6.61%
$128B
$767 Million 0.17% of portfolio
3,223
Q2 2025 Added 18.06%
$39.1B
$745 Million 0.16% of portfolio
3,065
Q2 2025 Added 25.36%
$124B
$748 Million 0.16% of portfolio
2,425
Q2 2025 Added 24.36%
$230B
$744 Million 0.16% of portfolio
2,548
Q2 2025 Added 2.12%
$244B
$653 Million 0.14% of portfolio
4,601
Q2 2025 Added 43.87%
$48.8B
$634 Million 0.14% of portfolio
4,357
Q2 2025 Added 13.67%
$301B
$655 Million 0.14% of portfolio
4,571
Q2 2025 Added 5.1%
$88.6B
$613 Million 0.14% of portfolio
2,103
Q2 2025 Added 41.9%
$702B
$588 Million 0.13% of portfolio
754
Q2 2025 Reduced 2.2%
$177B
$575 Million 0.13% of portfolio
2,769
Q2 2025 Added 5.97%
$97.1B
$585 Million 0.13% of portfolio
3,191
Q2 2025 Reduced 2.48%
$62.6B
$555 Million 0.12% of portfolio
4,654
Q2 2025 Added 71.92%
$377B
$524 Million 0.12% of portfolio
3,287
Q2 2025 Reduced 14.56%
$227B
$481 Million 0.11% of portfolio
3,291
Q2 2025 Added 0.8%
$178B
$511 Million 0.11% of portfolio
969
Q2 2025 Reduced 9.61%
$169B
$509 Million 0.11% of portfolio
2,294
Q2 2025 Reduced 6.71%
$25.2B
$517 Million 0.11% of portfolio
3,997
Q2 2025 Reduced 2.11%
$458B
$519 Million 0.11% of portfolio
4,816
Q2 2025 Added 12.76%
$78.5B
$512 Million 0.11% of portfolio
3,842
Q2 2025 Reduced 1.66%

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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