Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atlas Legacy Advisors, LLC (CIK 2054111) reported $549.6M across 189 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IYW ($43.3M, 7.88%), VOO ($37.4M, 6.81%), IVV ($33.5M, 6.09%), QQQM ($23.1M, 4.21%), RWL ($22.8M, 4.14%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES TR | $43.3M | 7.88% | 238,125 | Trimmed |
| 2 | VOO | VANGUARD INDEX FDS | $37.4M | 6.81% | 62,660 | Trimmed |
| 3 | IVV | ISHARES TR | $33.5M | 6.09% | 51,232 | Trimmed |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | $23.1M | 4.21% | 97,388 | Added |
| 5 | RWL | INVESCO EXCH TRADED FD TR II | $22.8M | 4.14% | 198,206 | Added |
| 6 | EEM | ISHARES TR | $21.2M | 3.86% | 373,089 | Added |
| 7 | IWR | ISHARES TR | $14.3M | 2.60% | 147,016 | Added |
| 8 | VGT | VANGUARD WORLD FD | $13.1M | 2.38% | 25,120 | Added |
| 9 | AAPL | APPLE INC | $12.4M | 2.26% | 48,795 | Trimmed |
| 10 | IEFA | ISHARES TR | $11.3M | 2.05% | 124,498 | Trimmed |
| 11 | CMF | ISHARES TR | $11.3M | 2.05% | 198,262 | Trimmed |
| 12 | VHT | VANGUARD WORLD FD | $10.9M | 1.98% | 39,913 | Trimmed |
| 13 | VYM | VANGUARD WHITEHALL FDS | $10.8M | 1.96% | 72,813 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $10.1M | 1.84% | 52,728 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $9.8M | 1.78% | 15,082 | Added |
| 16 | XMMO | INVESCO EXCHANGE TRADED FD T | $8.5M | 1.54% | 58,431 | Added |
| 17 | GTO | INVESCO ACTIVELY MANAGED EXC | $7.7M | 1.40% | 164,321 | Added |
| 18 | IJH | ISHARES TR | $7.6M | 1.38% | 112,087 | Trimmed |
| 19 | MSFT | MICROSOFT CORP | $7.4M | 1.34% | 19,813 | Trimmed |
| 20 | IJR | ISHARES TR | $7.2M | 1.30% | 57,543 | Added |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | $7.0M | 1.27% | 137,888 | Added |
| 22 | PXH | INVESCO EXCH TRADED FD TR II | $6.9M | 1.25% | 254,086 | Added |
| 23 | ESGU | ISHARES TR | $6.8M | 1.24% | 48,044 | Added |
| 24 | NVDA | NVIDIA CORPORATION | $6.8M | 1.23% | 38,528 | Trimmed |
| 25 | GOOG | ALPHABET INC | $6.5M | 1.19% | 22,660 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31