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Atlas Legacy Advisors - Q4 2025 13F Filings

AT

Atlas Legacy Advisors, LLC

CIK: 0002054111
Address: California Los Angeles 1999 Avenue Of The Stars, Suite 3350
$571.07 M
Portfolio Value
193
Assets Held
Reporting Period: Q4 2025
Filing Status:
Active
Last Updated: 07/31/2026

Portfolio Summary (Q4 2025)

View Full Portfolio Analysis

Top Buys

Q4 2025
1. IYW Ishares Us Technology Etf
+$4.98 M
2. IVV Ishares Core S&P 500 Etf
+$4.82 M
3. VOO Vanguard S&P 500 Etf
+$3.44 M
4. RWL Invesco S&P 500 Revenue Etf
+$2.54 M
5. QQQM Invesco Nasdaq 100 Etf
+$2.3 M

Top Sells

Q4 2025
1. UBER Uber Technologies
−$330,845
2. JPM Jpmorgan Chase & Co
−$310,340.41
3. IBIT Ishares Bitcoin Trust Etf
−$289,185
4. PANW Palo Alto Networks
−$264,095
5. NEE Nextera Energy
−$263,535

Asset Allocation

Stocks/ETFs
+10.08%
$569.65 M 99.75%
Options
+113.68%
$1.43 M 0.25%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Atlas Legacy Advisors Q4 2025 Filing Summary

Atlas Legacy Advisors, LLC filed its 13F report for Q4 2025 on January 29, 2026. The portfolio totaled 571.07 M reflecting a +10.13% change from the prior quarter, spanning 193 assets. The top 10 holdings comprised 41.6% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 7 new positions and 20 complete exits.

Report Type

Status

Data Summary

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Total Value:

Actions

Issuer Name Class Value Shares Option Type

FAQs for Atlas Legacy Advisors’s Q4 2025 Filing

Atlas Legacy Advisors submitted their Form 13F-HR for the Q4 2025 period on 01/29/2026. This was the only submission for the quarter.

In the Q4 2025 filing, Atlas Legacy Advisors reported a managed portfolio value of 571.07 M, consisting of 283 individual positions.

This page displays the raw filing documents. To see which stocks Atlas Legacy Advisors bought or sold during Q4 2025, please visit Atlas Legacy Advisors's Portfolio Analysis page.