2026 Q1 Portfolio Activity
In 2026 Q1, Atlas Legacy Advisors, LLC maintained a portfolio of 210 distinct positions. The most significant new addition was ISHARES INC, now representing 0.11% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 112.7%. The fund also reduced its exposure to ALPHABET INC by 32.1%.
Position History
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Atlas Legacy Advisors, LLC
AUM $536M
Total Positions
210
Quarter
2026 Q1
Top Holding
IYW (7.9%)
Top 10 Concentration
42.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 210
Atlas Legacy Advisors, LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
IYW
ISHARES TR
|
ETF | 7.88% | 8.33% |
#1
Prev: #1
|
5.7 |
—
|
-159 | -0.1% |
P
S
|
238,125 | $43,297,920 |
$163.01
+46.8%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
VOO
VANGUARD INDEX ...
|
ETF | 6.81% | 7.28% |
#2
Prev: #2
|
4.7 |
—
|
-3,679 | -5.5% |
P
S
|
62,660 | $37,442,162 |
$531.57
+29.0%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
IVV
ISHARES TR
|
ETF | 6.09% | 6.44% |
#3
Prev: #3
|
3.9 |
—
|
-2,471 | -4.6% |
P
S
|
51,232 | $33,485,727 |
$592.06
+25.7%
|
2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
QQQM
INVESCO EXCH TR...
|
ETF | 4.21% | 4.06% |
#4
Prev: #4
|
4.2 |
—
|
5,695 | 6.2% |
P
S
|
97,388 | $23,141,337 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RWL
INVESCO EXCH TR...
|
ETF | 4.14% | 3.67% |
#5
Prev: #5
|
4.2 |
—
|
15,313 | 8.4% |
P
S
|
198,206 | $22,775,851 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EEM
ISHARES TR
|
ETF | 3.86% | 1.68% |
#6
10
Prev: #16
|
4.5 |
—
|
197,709 | 112.7% |
P
S
|
373,089 | $21,199,428 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IWR
ISHARES TR
|
ETF | 2.60% | 2.42% |
#7
Prev: #7
|
1.5 |
—
|
3,349 | 2.3% |
P
S
|
147,016 | $14,301,086 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VGT
VANGUARD WORLD ...
|
ETF | 2.38% | 2.23% |
#8
Prev: #8
|
3.5 |
—
|
8,229 | 48.7% |
P
S
|
25,120 | $13,073,746 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 2.26% | 2.87% |
#9
3
Prev: #6
|
0.9 |
—
|
-12,629 | -20.6% |
P
S
|
48,795 | $12,410,295 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IEFA
ISHARES TR
|
ETF | 2.05% | 1.96% |
#10
2
Prev: #12
|
1.3 |
—
|
-352 | -0.3% |
P
S
|
124,498 | $11,277,330 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CMF
ISHARES TR
|
ETF | 2.05% | 2.14% |
#11
2
Prev: #9
|
1.3 |
—
|
-14,785 | -6.9% |
P
S
|
198,262 | $11,273,422 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VHT
VANGUARD WORLD ...
|
ETF | 1.98% | 2.02% |
#12
1
Prev: #11
|
1.3 |
—
|
-116 | -0.3% |
P
S
|
39,913 | $10,869,244 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VYM
VANGUARD WHITEH...
|
ETF | 1.96% | 1.78% |
#13
1
Prev: #14
|
1.3 |
—
|
2,063 | 2.9% |
P
S
|
72,813 | $10,783,605 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 1.84% | 1.74% |
#14
1
Prev: #15
|
1.2 |
—
|
966 | 1.9% |
P
S
|
52,728 | $10,122,455 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 1.78% | 1.14% |
#15
8
Prev: #23
|
3.7 |
—
|
5,552 | 58.3% |
P
S
|
15,082 | $9,808,428 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XMMO
INVESCO EXCHANG...
|
Bond/Debt | 1.54% | 1.38% |
#16
2
Prev: #18
|
1.1 |
—
|
1,649 | 2.9% |
P
S
|
58,431 | $8,483,084 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GTO
INVESCO ACTIVEL...
|
ETF | 1.40% | 1.24% |
#17
4
Prev: #21
|
2.6 |
—
|
14,537 | 9.7% |
P
S
|
164,321 | $7,695,152 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJH
ISHARES TR
|
ETF | 1.38% | 1.31% |
#18
2
Prev: #20
|
1.1 |
—
|
-1,054 | -0.9% |
P
S
|
112,087 | $7,569,235 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.34% | 2.04% |
#19
9
Prev: #10
|
1.0 |
—
|
-4,655 | -19.0% |
P
S
|
19,813 | $7,359,247 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IJR
ISHARES TR
|
ETF | 1.30% | 1.13% |
#20
4
Prev: #24
|
2.5 |
—
|
3,727 | 6.9% |
P
S
|
57,543 | $7,161,507 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JPST
J P MORGAN EXCH...
|
ETF | 1.27% | 1.08% |
#21
4
Prev: #25
|
2.5 |
—
|
16,431 | 13.5% |
P
S
|
137,888 | $6,978,512 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PXH
INVESCO EXCH TR...
|
Unknown | 1.25% | 1.01% |
#22
5
Prev: #27
|
2.5 |
—
|
30,582 | 13.7% |
P
S
|
254,086 | $6,854,583 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ESGU
ISHARES TR
|
ETF | 1.24% | 1.23% |
#23
1
Prev: #22
|
1.0 |
—
|
901 | 1.9% |
P
S
|
48,044 | $6,808,843 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.23% | 1.62% |
#24
7
Prev: #17
|
0.5 |
—
|
-11,620 | -23.2% |
P
S
|
38,528 | $6,766,167 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 1.19% | 1.84% |
#25
12
Prev: #13
|
0.5 |
—
|
-10,713 | -32.1% |
P
S
|
22,660 | $6,528,082 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.97% | 1.00% |
#26
3
Prev: #29
|
0.9 |
—
|
388 | 0.8% |
P
S
|
47,595 | $5,343,491 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EMXC
ISHARES INC
|
ETF | 0.92% | 0.80% |
#27
6
Prev: #33
|
0.9 |
—
|
1,272 | 2.0% |
P
S
|
63,987 | $5,033,217 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.90% | 0.82% |
#28
3
Prev: #31
|
2.4 |
—
|
1,507 | 10.8% |
P
S
|
15,490 | $4,969,072 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.87% | 1.33% |
#29
10
Prev: #19
|
0.3 |
—
|
-10,116 | -30.7% |
P
S
|
22,848 | $4,804,666 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IXUS
ISHARES TR
|
ETF | 0.87% | 0.80% |
#30
2
Prev: #32
|
0.8 |
—
|
1,232 | 2.3% |
P
S
|
55,376 | $4,800,263 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SPTL
SPDR SERIES TRU...
|
ETF | 0.85% | 0.74% |
#31
4
Prev: #35
|
2.3 |
—
|
18,319 | 11.5% |
P
S
|
177,937 | $4,679,743 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
EFA
ISHARES TR
|
ETF | 0.84% | 0.70% |
#32
4
Prev: #36
|
2.3 |
—
|
5,670 | 13.6% |
P
S
|
47,281 | $4,600,273 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.79% | 1.00% |
#33
5
Prev: #28
|
0.8 |
—
|
-3,277 | -18.2% |
P
S
|
14,752 | $4,341,458 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IVOO
VANGUARD ADMIRA...
|
ETF | 0.74% | 0.69% |
#34
3
Prev: #37
|
0.8 |
—
|
519 | 1.5% |
P
S
|
35,516 | $4,064,622 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VXUS
VANGUARD STAR F...
|
Bond/Debt | 0.70% | 0.64% |
#35
3
Prev: #38
|
0.8 |
—
|
1,624 | 3.3% |
P
S
|
50,163 | $3,869,437 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.70% | 0.93% |
#36
6
Prev: #30
|
0.8 |
—
|
-1,613 | -13.5% |
P
S
|
10,331 | $3,844,141 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
JMEE
J P MORGAN EXCH...
|
Unknown | 0.64% | 0.58% |
#37
4
Prev: #41
|
0.8 |
—
|
1,268 | 2.5% |
P
S
|
52,887 | $3,531,265 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.63% | 0.60% |
#38
2
Prev: #40
|
0.8 |
—
|
-73 | -0.5% |
P
S
|
13,307 | $3,485,369 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
XLK
SELECT SECTOR S...
|
Unknown | 0.59% | 0.56% |
#39
3
Prev: #42
|
2.2 |
—
|
1,645 | 7.5% |
P
S
|
23,715 | $3,221,713 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ALL
ALLSTATE CORP
|
Financial Services | 0.58% | 0.74% |
#40
6
Prev: #34
|
0.2 |
—
|
-5,338 | -25.8% |
P
S
|
15,333 | $3,179,257 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CGGR
CAPITAL GROUP G...
|
ETF | 0.53% | 0.55% |
#41
2
Prev: #43
|
0.7 |
—
|
2,488 | 3.5% |
P
S
|
72,664 | $2,921,662 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.51% | 0.63% |
#42
3
Prev: #39
|
0.7 |
—
|
-1,638 | -14.5% |
P
S
|
9,675 | $2,820,324 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.51% | 0.48% |
#43
3
Prev: #46
|
0.7 |
—
|
2 | 0.0% |
P
S
|
31,301 | $2,776,399 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CGDV
CAPITAL GROUP D...
|
Unknown | 0.49% | 0.37% |
#44
11
Prev: #55
|
2.7 |
—
|
14,989 | 31.1% |
P
S
|
63,252 | $2,689,822 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FVD
FIRST TR EXCHAN...
|
ETF | 0.49% | 1.02% |
#45
19
Prev: #26
|
0.2 |
—
|
-69,103 | -54.7% |
P
S
|
57,192 | $2,689,795 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 0.47% | 0.44% |
#46
3
Prev: #49
|
0.7 |
—
|
1,043 | 2.2% |
P
S
|
47,916 | $2,589,860 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ACWX
ISHARES TR
|
ETF | 0.47% | 0.31% |
#47
13
Prev: #60
|
2.7 |
—
|
10,713 | 40.0% |
P
S
|
37,506 | $2,568,036 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 0.43% | 0.41% |
#48
4
Prev: #52
|
0.7 |
—
|
-46 | -0.1% |
P
S
|
37,196 | $2,383,520 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VUG
VANGUARD INDEX ...
|
Warrant | 0.42% | 0.44% |
#49
2
Prev: #51
|
0.7 |
—
|
226 | 4.4% |
P
S
|
5,343 | $2,333,769 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
HDV
ISHARES TR
|
ETF | 0.40% | 0.35% |
#50
7
Prev: #57
|
0.7 |
—
|
-187 | -1.1% |
P
S
|
16,087 | $2,183,328 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 210 holdings