Atlas Legacy Advisors, LLC

Q3 2026 13F-HR Holdings

Location
Los Angeles, CA
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
223
Total value ($000)
$684,655
Net value change ($000)
+7,109 (1.0%)
New positions
24
Sold out positions
13
Turnover %
1.8%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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 4,478 7.2%
VOO 1,785 4.1%
IVV 1,721 4.3%
MSFT 1,652 17.1%
GLD 1,467 NEW
ITOT 1,257 NEW
XOM 1,060 NEW
VGT 861 4.9%
GLDM 797 131.3%
PLTR 781 49.0%
Top Reduces (Value $000, Stocks/ETFs)
GOOG -2,371 -23.1%
TSLA -1,191 -23.9%
XOM -1,081 -100.0%
AMZN -1,080 -15.1%
XMMO -1,079 -10.7%
MS -737 -27.6%
AVGO -690 -24.9%
GOOGL -671 -15.2%
S&P GLOBAL INC -487 -100.0%
IJH -479 -5.5%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 1,575 (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