Atlas Legacy Advisors, LLC

Q2 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
213
Total value ($000)
$677,546
Net value change ($000)
+127,907 (23.3%)
New positions
27
Sold out positions
8
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 5/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 18,529 42.8%
IVV 6,399 19.1%
VOO 6,225 16.6%
EEM 5,310 25.0%
AAPL 4,800 38.7%
VGT 4,597 35.2%
QQQM 3,927 17.0%
GOOGL 3,751 57.5%
NVDA 3,458 51.1%
RWL 2,952 13.0%
Top Reduces (Value $000, Stocks/ETFs)
SPGI -480 -100.0%
HDV -407 -18.6%
HON -363 -100.0%
LMT -261 -100.0%
ACN -255 -100.0%
PLTR -217 -12.0%
CMS -217 -100.0%
BMY -216 -100.0%
TMO -211 -100.0%
ICE -160 -26.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 2,013 (0.3% 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