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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$250M
$1.52 Billion 0.29% of portfolio
91,890
Q3 2025 Added 20.4%

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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