Atlas Legacy Advisors, LLC

All 13F Filings

Location
Los Angeles, CA
Most recent 13F
Q2 2026
Holdings value ($000)
677,546
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/31/2026 213 677,546 13F-HR Atlas Legacy Advisors, LLC
Q1 2026 5/11/2026 195 549,639 13F-HR Atlas Legacy Advisors, LLC
Q4 2025 1/29/2026 193 571,074 13F-HR Atlas Legacy Advisors, LLC
Q3 2025 10/30/2025 204 518,554 13F-HR Atlas Legacy Advisors, LLC
Q2 2025 8/6/2025 174 453,880 13F-HR Atlas Legacy Advisors, LLC
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000): 2.013 K (0.3% of total reported value) · QoQ Δ: -308
Type Value ($000) Share % Inflow Outflow Net
Stocks 166.5 K 24.6% 46.49 K 0 46.49 K
ETFs 509.1 K 75.4% 82.05 K 0 82.05 K
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Fund Snapshot

Q2 2026
Latest filed
7/31/2026
Total value ($000)
677,546
Holdings
213
QoQ value change ($000)
127,907 (23.3%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.