Top 50 Atlas Legacy Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARES TR | 7.91% | 238.1K | $43.3M | -0.07%(-159) | $159.99(+52.18%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 6.84% | 62.7K | $37.4M | -5.55%(-3.68K) | $539.06(+27.04%) | 2026-03-31 | |
| IVV | ISHARES TR | 6.12% | 51.2K | $33.5M | -4.60%(-2.47K) | $595.11(+25.76%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.23% | 97.4K | $23.1M | +6.21%(+5.70K) | $209.13(+40.31%) | 2026-03-31 | |
| RWL | INVESCO EXCH TRADED FD TR II | 4.16% | 198.2K | $22.8M | +8.37%(+15.31K) | $101.69(+27.27%) | 2026-03-31 | |
| EEM | ISHARES TR | 3.87% | 373.1K | $21.2M | +112.73%(+197.71K) | $50.79(+29.35%) | 2026-03-31 | |
| IWR | ISHARES TR | 2.61% | 147.0K | $14.3M | +2.33%(+3.35K) | $89.30(+23.56%) | 2026-03-31 | |
| VGT | VANGUARD WORLD FD | 2.39% | 25.1K | $13.1M | +48.72%(+8.23K) | $80.96(+41.60%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.27% | 48.8K | $12.4M | -20.56%(-12.63K) | $233.19(+32.35%) | 2026-03-31 | |
| IEFA | ISHARES TR | 2.06% | 124.5K | $11.3M | -0.28%(-352) | $75.36(+29.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.13% | +26.43% |
| Top 20 Holdings Unweighted | +7.99% | +25.93% |
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