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ATLAS LEGACY ADVISORS, LLC
ATLAS LEGACY ADVISORS, LLC
Latest filing: 2026-06-30
ATLAS LEGACY ADVISORS, LLC runs ATLAS LEGACY ADVISORS, LLC and currently holds 213 stock positions, which is fewer than the average of 230 among the investors we track. The portfolio is valued at approximately $677.55M. Their top holdings are IYW, VOO, IVV, QQQM, EEM. The top five represent 29.4% of reported portfolio weight. ATLAS LEGACY ADVISORS, LLC ranks #N/A out of 1000 investors tracked by Alpha Score. They added to 82 existing positions. They trimmed 16 positions. Their current best-performing preview position is MU with returns of +232.61%.
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213 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 IYW ISHARES TR | 9.13% | $166.62 | $247.25 | +48.39% | Added +3.38% |
 VOO VANGUARD INDEX FDS | 6.44% | $540.24 | $703.77 | +30.27% | Added +1.48% |
 IVV ISHARES TR | 5.89% | $607.05 | $769.30 | +26.73% | Added +4.07% |
 QQQM INVESCO EXCH TRADED FD TR II | 4.00% | $201.80 | $293.76 | +45.57% | Trimmed -8.26% |
 EEM ISHARES TR | 3.91% | $51.82 | $67.12 | +29.53% | Added +3.86% |
 RWL INVESCO EXCH TRADED FD TR II | 3.80% | $102.97 | $133.87 | +30.01% | Added +1.60% |
 VGT VANGUARD WORLD FD | 2.61% | $82.88 | $118.42 | +42.88% | Added +485.19% |
 AAPL APPLE INC | 2.54% | $256.54 | $309.35 | +20.59% | Added +25.32% |
 IWR ISHARES TR | 2.43% | $89.73 | $113.43 | +26.41% | Added +1.56% |
 IEFA ISHARES TR | 1.83% | $78.48 | $100.87 | +28.52% | Added +2.97% |
Showing 1-10 of 213