Atlas Legacy Advisors, LLC
196 holdingsFiling period: 2026-03-31Current AUM: $629.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IYW | ISHARES TR | 238.1K | $43.3M | $56.8M | 9.03% | -159 | 2026-03-31 |
| 2 | VOO | VANGUARD INDEX FDS | 62.7K | $37.4M | $43.0M | 6.84% | -3,679 | 2026-03-31 |
| 3 | IVV | ISHARES TR | 51.2K | $33.5M | $38.5M | 6.11% | -2,471 | 2026-03-31 |
| 4 | QQQM | INVESCO EXCH TRADED FD TR II | 97.4K | $23.1M | $27.6M | 4.38% | +5.7K | 2026-03-31 |
| 5 | RWL | INVESCO EXCH TRADED FD TR II | 198.2K | $22.8M | $26.1M | 4.15% | +15.3K | 2026-03-31 |
| 6 | EEM | ISHARES TR | 373.1K | $21.2M | $23.9M | 3.80% | +197.7K | 2026-03-31 |
| 7 | IWR | ISHARES TR | 147.0K | $14.3M | $16.1M | 2.56% | +3.3K | 2026-03-31 |
| 8 | VGT | VANGUARD WORLD FD | 25.1K | $13.1M | $17.0M | 2.70% | +8.2K | 2026-03-31 |
| 9 | AAPL | APPLE INC | 48.8K | $12.4M | $15.1M | 2.40% | -12,629 | 2026-03-31 |
| 10 | IEFA | ISHARES TR | 124.5K | $11.3M | $12.2M | 1.95% | -352 | 2026-03-31 |
| 11 | CMF | ISHARES TR | 198.3K | $11.3M | $11.2M | 1.78% | -14,785 | 2026-03-31 |
| 12 | VHT | VANGUARD WORLD FD | 39.9K | $10.9M | $12.2M | 1.93% | -116 | 2026-03-31 |
| 13 | VYM | VANGUARD WHITEHALL FDS | 72.8K | $10.8M | $11.8M | 1.87% | +2.1K | 2026-03-31 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | 52.7K | $10.1M | $11.3M | 1.80% | +966 | 2026-03-31 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | 15.1K | $9.8M | $11.3M | 1.79% | +5.6K | 2026-03-31 |
| 16 | XMMO | INVESCO EXCHANGE TRADED FD T | 58.4K | $8.5M | $9.0M | 1.43% | +1.6K | 2026-03-31 |
| 17 | GTO | INVESCO ACTIVELY MANAGED EXC | 164.3K | $7.7M | $7.6M | 1.20% | +14.5K | 2026-03-31 |
| 18 | IJH | ISHARES TR | 112.1K | $7.6M | $8.4M | 1.34% | -1,054 | 2026-03-31 |
| 19 | MSFT | MICROSOFT CORP | 19.8K | $7.4M | $9.2M | 1.47% | -4,655 | 2026-03-31 |
| 20 | IJR | ISHARES TR | 57.5K | $7.2M | $8.4M | 1.33% | +3.7K | 2026-03-31 |
| 21 | JPST | J P MORGAN EXCHANGE TRADED F | 137.9K | $7.0M | $7.0M | 1.11% | +16.4K | 2026-03-31 |
| 22 | PXH | INVESCO EXCH TRADED FD TR II | 254.1K | $6.9M | $7.4M | 1.17% | +30.6K | 2026-03-31 |
| 23 | ESGU | ISHARES TR | 48.0K | $6.8M | $7.9M | 1.25% | +901 | 2026-03-31 |
| 24 | NVDA | NVIDIA CORPORATION | 38.5K | $6.8M | $7.8M | 1.24% | -11,620 | 2026-03-31 |
| 25 | GOOG | ALPHABET INC | 22.7K | $6.5M | $8.1M | 1.29% | -10,713 | 2026-03-31 |
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