Atlas Legacy Advisors, LLC

Q4 2025 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
12/31/2025
Date filed
1/29/2026
Form type
13F-HR
Num holdings
193
Total value ($000)
$571,074
Net value change ($000)
+52,520 (10.1%)
New positions
6
Sold out positions
20
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IYW 5,777 13.8%
IVV 5,543 17.7%
VOO 4,336 11.6%
RWL 3,158 17.8%
GOOGL 2,878 37.6%
QQQM 2,780 13.6%
VHT 2,340 25.5%
AAPL 1,927 13.3%
IEFA 1,498 15.5%
AMZN 1,452 23.6%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -541 -4.4%
ORCL -488 -35.1%
MPAA -367 -24.1%
HD -342 -23.0%
UBER -331 -100.0%
IBIT -289 -100.0%
META -276 -8.7%
NFLX -267 -27.4%
NEE -264 -100.0%
PANW -264 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,427 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type