1y return+23.0%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2024: $129 against $127 in the S&P 500.2
Atlas Legacy Advisors, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IYWIshares Tr | $61.8M | 9.2% | +3.4% |
| VOOVanguard Index Fds | $43.7M | 6.5% | +1.5% |
| IVVIshares Tr | $39.9M | 5.9% | +4.1% |
| QQQMInvesco Exch Traded Fd Tr II | $27.1M | 4.0% | −8.3% |
| EEMIshares Tr | $26.5M | 3.9% | +3.9% |
| RWLInvesco Exch Traded Fd Tr II | $25.7M | 3.8% | +1.6% |
| VGTVanguard World Fd | $17.7M | 2.6% | −26.9% |
| AAPLApple Inc | $17.2M | 2.5% | +25.3% |
| IWRIshares Tr | $16.4M | 2.4% | +1.6% |
| IEFAIshares Tr | $12.4M | 1.8% | +3.0% |
| VHTVanguard World Fd | $12.2M | 1.8% | +2.2% |
| SPYState Str Spdr S&p 500 Etf T | $11.6M | 1.7% | +3.4% |
| VYMVanguard Whitehall Fds | $11.5M | 1.7% | |
| CMFIshares Tr | $11.4M | 1.7% | |
| RSPInvesco Exchange Traded Fd T | $11.3M | 1.7% | +1.2% |
| GOOGAlphabet Inc | $10.3M | 1.5% | +31.2% |
| NVDANvidia Corporation | $10.2M | 1.5% | +36.7% |
| XMMOInvesco Exchange Traded Fd T | $10.1M | 1.5% | +1.4% |
| MSFTMicrosoft Corp | $9.7M | 1.4% | +25.0% |
| IJHIshares Tr | $8.8M | 1.3% | +1.3% |
| IJRIshares Tr | $8.7M | 1.3% | +2.3% |
| ESGUIshares Tr | $8.3M | 1.2% | +5.1% |
| GTOInvesco Actively Managed Exc | $7.9M | 1.2% | +3.2% |
| PXHInvesco Exch Traded Fd Tr II | $7.5M | 1.1% | +5.5% |
| AMZNAmazon Com Inc | $7.2M | 1.1% | +32.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGLAlphabet Inc | December 31, 2024 | +88.8% | $4.4M |
| GOOGAlphabet Inc | December 31, 2024 | +85.5% | $10.3M |
| EMXCIshares Inc | December 31, 2024 | +84.5% | $6.5M |
| XLKSelect Sector Spdr Tr | December 31, 2024 | +63.9% | $5.4M |
| EEMIshares Tr | December 31, 2024 | +63.6% | $26.5M |
| IYWIshares Tr | December 31, 2024 | +58.1% | $61.8M |
| QQQMInvesco Exch Traded Fd Tr II | March 31, 2025 | +57.0% | $27.1M |
| VGTVanguard World Fd | December 31, 2024 | +53.8% | $17.7M |
| NVDANvidia Corporation | December 31, 2024 | +49.0% | $10.2M |
| VXUSVanguard Star Fds | December 31, 2024 | +45.1% | $4.3M |
Sold off last quarter
- SPGIS&p Global Inc was $480K
- Honeywell Intl IncCUSIP 438516106 was $363K
- LMTLockheed Martin Corp was $261K
- Accenture PLC IrelandCUSIP G1151C101 was $255K
- CMSCms Energy Corp was $217K
- BMYBristol-myers Squibb Co was $216K
- TMOThermo Fisher Scientific Inc was $211K
- WITWipro Ltd was $45K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.6% | +14.8% |
| March 31, 2026 | −3.3% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +7.9% | +7.8% |
| June 30, 2025 | +9.1% | +10.5% |
| March 31, 2025 | −3.9% | −4.6% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atlas Legacy Advisors, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2054111&type=13F-HR&dateb=&owner=include&count=40CIK 2054111
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2054111/000205411126000004/Filed July 31, 2026 · accession 0002054111-26-000004