StockDriftsStockDriftsTop 50 Atlas Legacy Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | 9.15% | 246.2K | $61.8M | +3.38%(+8.05K) | $161.72(+56.01%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 6.46% | 63.6K | $43.7M | +1.48%(+927) | $540.44(+31.57%) | 2026-06-30 | |
| IVV | ISHARES TR | 5.9% | 53.3K | $39.9M | +4.07%(+2.08K) | $598.89(+29.80%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.01% | 89.3K | $27.1M | -8.26%(-8.04K) | $209.13(+41.85%) | 2026-06-30 | |
| EEM | ISHARES TR | 3.92% | 387.5K | $26.5M | +3.86%(+14.42K) | $51.19(+28.38%) | 2026-06-30 | |
| RWL | INVESCO EXCH TRADED FD TR II | 3.81% | 201.4K | $25.7M | +1.60%(+3.17K) | $101.98(+32.52%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 2.62% | 147.0K | $17.7M | -26.85%(-53.96K) | $80.96(+48.80%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.55% | 61.2K | $17.2M | +25.32%(+12.36K) | $240.22(+27.66%) | 2026-06-30 | |
| IWR | ISHARES TR | 2.43% | 149.3K | $16.4M | +1.56%(+2.29K) | $89.51(+26.65%) | 2026-06-30 | |
| IEFA | ISHARES TR | 1.83% | 128.2K | $12.4M | +2.97%(+3.70K) | $75.84(+33.22%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.17% |
| Top 20 Holdings Unweighted | — | — | — | — | +26.28% |
Atlas Legacy Advisors, LLC reports $677.55M in US-listed equity holdings across 208 positions in its most recent 13F filing. Its largest disclosed positions are IYW (9.2%), VOO (6.5%) and IVV (5.9%). The top 20 holdings account for 58.52% of reported assets. Its disclosed equity book has returned +30.17% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlas Legacy Advisors, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2054111). View Atlas Legacy Advisors, LLC’s 13F filings on SEC