Atlas Legacy Advisors, LLC
All 13F Filings
- Location
- Los Angeles, CA
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 549,639
- Description
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- Website
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- Founded
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- Chairman
- —
- 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 |
|---|---|---|---|---|---|
| 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):
2.321 K
(0.4% of total reported value)
· QoQ Δ:
+895
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 120 K | 21.9% | 0 | 184.7 K | -184.7 K |
| ETFs | 427 K | 78.1% | 164.5 K | 0 | 164.5 K |
| Other | 0 | 0.0% | 0 | 2.132 K | -2.132 K |
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Fund Snapshot
Q1 2026
Latest filed
5/11/2026
Total value ($000)
549,639
Holdings
195
QoQ value change ($000)
-21,435
(-3.8%)
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.