Atlas Legacy Advisors, LLC

All 13F Filings

Location
Los Angeles, CA
Most recent 13F
Q4 2025
Holdings value ($000)
571,074
Description
Website
Founded
Chairman
CEO
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
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): 1.426 K (0.2% of total reported value) · QoQ Δ: +759
Type Value ($000) Share % Inflow Outflow Net
Stocks 304.7 K 53.5% 21.87 K 0 21.87 K
ETFs 262.5 K 46.1% 29.52 K 0 29.52 K
Other 2.132 K 0.4% 65 0 65
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Fund Snapshot

Q4 2025
Latest filed
1/29/2026
Total value ($000)
571,074
Holdings
193
QoQ value change ($000)
52,520 (10.1%)
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.