Atlas Legacy Advisors, LLC

Q1 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
3/31/2026
Date filed
5/11/2026
Form type
13F-HR
Num holdings
195
Total value ($000)
$549,639
Net value change ($000)
-21,435 (-3.8%)
New positions
12
Sold out positions
6
Turnover %
1.3%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 1/29/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
EEM 11,604 120.9%
SPY 3,309 50.9%
RWL 1,835 8.8%
PXH 1,088 18.9%
JPST 834 13.6%
ACWX 769 42.7%
IJR 695 10.7%
VYM 630 6.2%
XMMO 621 7.9%
EFA 605 15.1%
Top Reduces (Value $000, Stocks/ETFs)
MSFT -4,318 -37.0%
IYW -4,260 -9.0%
VOO -4,159 -10.0%
GOOGL -4,006 -38.0%
AAPL -4,003 -24.4%
IVV -3,293 -9.0%
FVD -3,130 -53.8%
AMZN -2,805 -36.9%
GES -2,620 -100.0%
NVDA -2,465 -26.7%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,322 (0.4% 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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type