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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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