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Atlas Legacy Advisors - Q1 2026 13F Filings

AT

Atlas Legacy Advisors, LLC

CIK: 0002054111
Address: California Los Angeles 1999 Avenue Of The Stars, Suite 3350
$549.64 M
Portfolio Value
195
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. EEM Ishares Msci Emerging Markets Etf
+$11.23 M
2. VGT Vanguard Information Technology Etf
+$4.28 M
3. SPY Spdr S&P 500 Etf Trust
+$3.61 M
4. RWL Invesco S&P 500 Revenue Etf
+$1.76 M
5. QQQM Invesco Nasdaq 100 Etf
+$1.35 M

Top Sells

Q1 2026
1. FVD First Trust Value Line Dividend Index Fund
−$3.25 M
2. AAPL Apple
−$3.21 M
3. GOOG Alphabet
−$3.09 M
4. GES Guess?
−$2.62 M
5. VOO Vanguard S&P 500 Etf
−$2.2 M

Asset Allocation

Stocks/ETFs
-3.97%
$547.03 M 99.53%
Options
+62.76%
$2.32 M 0.42%
Debt
$0 0.00%
Other
+100.00%
$284,222 0.05%

Sector Allocation (Stocks)

Atlas Legacy Advisors Q1 2026 Filing Summary

Atlas Legacy Advisors, LLC filed its 13F report for Q1 2026 on May 11, 2026. The portfolio totaled 549.64 M reflecting a -3.75% change from the prior quarter, spanning 195 assets. The top 10 holdings comprised 42.5% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 11 new positions and 6 complete exits.

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Atlas Legacy Advisors’s Q1 2026 Filing

Atlas Legacy Advisors submitted their Form 13F-HR for the Q1 2026 period on 05/11/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Atlas Legacy Advisors reported a managed portfolio value of 549.64 M, consisting of 300 individual positions.

This page displays the raw filing documents. To see which stocks Atlas Legacy Advisors bought or sold during Q1 2026, please visit Atlas Legacy Advisors's Portfolio Analysis page.