Atlas Legacy Advisors, LLC
216 holdingsFiling period: 2026-06-30Current AUM: $684.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IYW | iShares TR | 246.2K | $61.8M | $62.0M | 9.05% | +8.0K | 2026-06-30 |
| 2 | VOO | Vanguard Index Fds | 63.6K | $43.7M | $44.7M | 6.53% | +927 | 2026-06-30 |
| 3 | IVV | iShares TR | 53.3K | $39.9M | $40.9M | 5.98% | +2.1K | 2026-06-30 |
| 4 | QQQM | Invesco Exch Traded FD TR II | 89.3K | $27.1M | $26.2M | 3.83% | -8,045 | 2026-06-30 |
| 5 | EEM | iShares TR | 387.5K | $26.5M | $24.0M | 3.50% | +14.4K | 2026-06-30 |
| 6 | RWL | Invesco Exch Traded FD TR II | 201.4K | $25.7M | $27.1M | 3.96% | +3.2K | 2026-06-30 |
| 7 | VGT | Vanguard World FD | 147.0K | $17.7M | $17.9M | 2.61% | +121.9K | 2026-06-30 |
| 8 | AAPL | Apple Inc | 61.2K | $17.2M | $20.5M | 2.99% | +12.4K | 2026-06-30 |
| 9 | IWR | iShares TR | 149.3K | $16.4M | $16.4M | 2.40% | +2.3K | 2026-06-30 |
| 10 | IEFA | iShares TR | 128.2K | $12.4M | $12.3M | 1.80% | +3.7K | 2026-06-30 |
| 11 | VHT | Vanguard World FD | 40.8K | $12.2M | $13.6M | 1.98% | +874 | 2026-06-30 |
| 12 | SPY | State Str Spdr S&P 500 ETF T | 15.6K | $11.6M | $11.9M | 1.74% | +511 | 2026-06-30 |
| 13 | VYM | Vanguard Whitehall Fds | 72.8K | $11.5M | $11.8M | 1.73% | -33 | 2026-06-30 |
| 14 | CMF | iShares TR | 198.2K | $11.4M | $11.0M | 1.61% | -34 | 2026-06-30 |
| 15 | RSP | Invesco Exchange Traded FD T | 53.3K | $11.3M | $11.6M | 1.69% | +608 | 2026-06-30 |
| 16 | GOOG | Alphabet Inc | 29.7K | $10.3M | $9.1M | 1.34% | +7.1K | 2026-06-30 |
| 17 | NVDA | NVIDIA Corporation | 52.7K | $10.2M | $11.0M | 1.61% | +14.2K | 2026-06-30 |
| 18 | XMMO | Invesco Exchange Traded FD T | 59.2K | $10.1M | $8.1M | 1.19% | +811 | 2026-06-30 |
| 19 | MSFT | Microsoft Corp | 24.8K | $9.7M | $13.8M | 2.02% | +5.0K | 2026-06-30 |
| 20 | IJH | iShares TR | 113.6K | $8.8M | $8.3M | 1.21% | +1.5K | 2026-06-30 |
| 21 | IJR | iShares TR | 58.9K | $8.7M | $8.2M | 1.19% | +1.4K | 2026-06-30 |
| 22 | ESGU | iShares TR | 50.5K | $8.3M | $8.4M | 1.23% | +2.5K | 2026-06-30 |
| 23 | GTO | Invesco Actively Managed Exc | 169.6K | $7.9M | $7.6M | 1.12% | +5.3K | 2026-06-30 |
| 24 | PXH | Invesco Exch Traded FD TR II | 268.0K | $7.5M | $7.6M | 1.11% | +13.9K | 2026-06-30 |
| 25 | AMZN | Amazon.com Inc | 30.3K | $7.2M | $7.5M | 1.09% | +7.5K | 2026-06-30 |
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