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 Market Cap. of $200 Billions or more
