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Atlas Legacy Advisors, LLC

Portfolio Manager
Atlas Legacy Advisors, LLC
Performance
-4.70% (2026 Q1)
AUM (13F)
$549.64M
# of Holdings
189
Performance Rank
Allocation (Top 20)
59.11%

Atlas Legacy Advisors, LLC Holdings Map

Top 50 Atlas Legacy Advisors, LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IYW
ISHARES TR
7.91%238.1K$43.3M
-0.07%(-159)
2025-Q1: 222.5K shares2025-Q2: 222.3K shares2025-Q3: 213.3K shares2025-Q4: 238.3K shares2026-Q1: 238.1K shares
$159.99(+52.18%)
2026-03-31
VOO
VANGUARD INDEX FDS
6.84%62.7K$37.4M
-5.55%(-3.68K)
2025-Q1: 56.5K shares2025-Q2: 59.1K shares2025-Q3: 60.9K shares2025-Q4: 66.3K shares2026-Q1: 62.7K shares
$539.06(+27.04%)
2026-03-31
IVV
ISHARES TR
6.12%51.2K$33.5M
-4.60%(-2.47K)
2025-Q1: 50.2K shares2025-Q2: 48.2K shares2025-Q3: 46.7K shares2025-Q4: 53.7K shares2026-Q1: 51.2K shares
$595.11(+25.76%)
2026-03-31
QQQM
INVESCO EXCH TRADED FD TR II
4.23%97.4K$23.1M
+6.21%(+5.70K)
2025-Q1: 81.5K shares2025-Q2: 81.7K shares2025-Q3: 82.6K shares2025-Q4: 91.7K shares2026-Q1: 97.4K shares
$209.13(+40.31%)
2026-03-31
RWL
INVESCO EXCH TRADED FD TR II
4.16%198.2K$22.8M
+8.37%(+15.31K)
2025-Q1: 154.2K shares2025-Q2: 155.4K shares2025-Q3: 160.7K shares2025-Q4: 182.9K shares2026-Q1: 198.2K shares
$101.69(+27.27%)
2026-03-31
EEM
ISHARES TR
3.87%373.1K$21.2M
+112.73%(+197.71K)
2025-Q1: 106.6K shares2025-Q2: 172.0K shares2025-Q3: 165.2K shares2025-Q4: 175.4K shares2026-Q1: 373.1K shares
$50.79(+29.35%)
2026-03-31
IWR
ISHARES TR
2.61%147.0K$14.3M
+2.33%(+3.35K)
2025-Q1: 154.1K shares2025-Q2: 136.1K shares2025-Q3: 128.5K shares2025-Q4: 143.7K shares2026-Q1: 147.0K shares
$89.30(+23.56%)
2026-03-31
VGT
VANGUARD WORLD FD
2.39%25.1K$13.1M
+48.72%(+8.23K)
2025-Q1: 8.5K shares2025-Q2: 16.2K shares2025-Q3: 16.3K shares2025-Q4: 16.9K shares2026-Q1: 25.1K shares
$80.96(+41.60%)
2026-03-31
AAPL
APPLE INC
2.27%48.8K$12.4M
-20.56%(-12.63K)
2025-Q1: 34.7K shares2025-Q2: 41.3K shares2025-Q3: 56.9K shares2025-Q4: 61.4K shares2026-Q1: 48.8K shares
$233.19(+32.35%)
2026-03-31
IEFA
ISHARES TR
2.06%124.5K$11.3M
-0.28%(-352)
2025-Q1: 102.0K shares2025-Q2: 114.1K shares2025-Q3: 110.8K shares2025-Q4: 124.8K shares2026-Q1: 124.5K shares
$75.36(+29.12%)
2026-03-31

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