Atlas Legacy Advisors, LLC holds a diversified book of 208 stocks worth $675.5M as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Triple Flag Precious Met and trimmed Invesco Nasdaq 100 ETF. Their largest long position is Ishares Ustechnology ETF at 9% of the equity book. They also disclosed $2.0M in call options (bullish), shown separately below and excluded from the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
23% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Atlas Legacy Advisors, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| FMR LLC | 80 / 80 | $750.1B |
| MORGAN STANLEY | 80 / 80 | $578.5B |
| JPMORGAN CHASE & CO | 80 / 80 | $514.8B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $474.3B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $187.6B |
| ROYAL BANK OF CANADA | 80 / 80 | $163.8B |
| UBS Group AG | 80 / 80 | $160.6B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $106.4B |
Ranked by how many of Atlas Legacy Advisors, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Ishares TR U.S. TECH ETF | $61.8M | 246.2K | 9.2% | ▲+3.4% Added · +8K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $43.7M | 63.6K | 6.5% | ▲+1.5% Added · +927 sh | |
| 3 | Ishares TR CORE S&P500 ETF | $39.9M | 53.3K | 5.9% | ▲+4.1% Added · +2K sh | |
| 4 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $27.1M | 89.3K | 4.0% | ▼−8.3% Reduced · −8K sh | |
| 5 | Ishares TR MSCI EMG MKT ETF | $26.5M | 387.5K | 3.9% | ▲+3.9% Added · +14K sh | |
| 6 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $25.7M | 201.4K | 3.8% | ▲+1.6% Added · +3K sh | |
| 7 | Vanguard World FD INF TECH ETF | $17.7M | 147.0K | 2.6% | ▲+485% Added · +122K sh | |
| 8 | Apple Inc COM | $17.2M | 61.2K | 2.5% | ▲+25% Added · +12K sh | |
| 9 | Ishares TR RUS MID CAP ETF | $16.4M | 149.3K | 2.4% | ▲+1.6% Added · +2K sh | |
| 10 | Ishares TR CORE MSCI EAFE | $12.4M | 128.2K | 1.8% | ▲+3.0% Added · +4K sh | |
| 11 | Vanguard World FD HEALTH CAR ETF | $12.2M | 40.8K | 1.8% | ▲+2.2% Added · +874 sh | |
| 12 | State STR SPDR S&P 500 ETF T TR UNIT | $11.6M | 15.6K | 1.7% | ▲+3.4% Added · +511 sh | |
| 13 | Vanguard Whitehall FDS HIGH DIV YLD | $11.5M | 72.8K | 1.7% | ▼~0% Reduced · −33 sh | |
| 14 | Ishares TR CALIF MUN BD ETF | $11.4M | 198.2K | 1.7% | ▼~0% Reduced · −34 sh | |
| 15 | Invesco Exchange Traded FD T S&P500 EQL WGT | $11.3M | 53.3K | 1.7% | ▲+1.1% Added · +608 sh | |
| 16 | Alphabet Inc CAP STK CL C | $10.3M | 29.7K | 1.5% | ▲+31% Added · +7K sh | |
| 17 | Nvidia Corporation COM | $10.2M | 52.7K | 1.5% | ▲+37% Added · +14K sh | |
| 18 | Invesco Exchange Traded FD T S&P MDCP MOMNTUM | $10.1M | 59.2K | 1.5% | ▲+1.4% Added · +811 sh | |
| 19 | Microsoft Corp COM | $9.7M | 24.8K | 1.4% | ▲+25% Added · +5K sh | |
| 20 | Ishares TR CORE S&P MCP ETF | $8.8M | 113.6K | 1.3% | ▲+1.3% Added · +2K sh | |
| 21 | Ishares TR CORE S&P SCP ETF | $8.7M | 58.9K | 1.3% | ▲+2.3% Added · +1K sh | |
| 22 | Ishares TR ESG AWR MSCI USA | $8.3M | 50.5K | 1.2% | ▲+5.1% Added · +2K sh | |
| 23 | Invesco Actively Managed Exc TOTAL RETURN | $7.9M | 169.6K | 1.2% | ▲+3.2% Added · +5K sh | |
| 24 | Invesco Exch Traded FD TR II RAFI EMRGNG MRKT | $7.5M | 268.0K | 1.1% | ▲+5.5% Added · +14K sh | |
| 25 | Amazon Com Inc COM | $7.2M | 30.3K | 1.1% | ▲+33% Added · +7K sh | |
| 26 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $7.2M | 141.6K | 1.1% | ▲+2.7% Added · +4K sh | |
| 27 | Ishares Inc MSCI EMRG CHN | $6.5M | 64.0K | 1.0% | ▼~0% Reduced · −28 sh | |
| 28 | Vanguard World FD ESG US STK ETF | $6.3M | 47.9K | 0.9% | ▲+0.6% Added · +304 sh | |
| 29 | Ishares TR MSCI EAFE ETF | $6.0M | 58.3K | 0.9% | ▲+23% Added · +11K sh | |
| 30 | JPMorgan Chase & Co COM | $5.9M | 18.4K | 0.9% | ▲+25% Added · +4K sh | |
| 31 | Vanguard Index FDS TOTAL STK MKT | $5.7M | 15.4K | 0.8% | ▼−0.5% Reduced · −84 sh | |
| 32 | Select Sector SPDR TR ST STR TECHN ETF | $5.4M | 28.6K | 0.8% | ▲+20% Added · +5K sh | |
| 33 | Ishares TR CORE MSCI TOTAL | $5.3M | 55.8K | 0.8% | ▲+0.7% Added · +393 sh | |
| 34 | Tesla Inc COM | $5.0M | 11.8K | 0.7% | ▲+15% Added · +2K sh | |
| 35 | Vanguard Admiral FDS Inc MIDCP 400 IDX | $4.8M | 37.1K | 0.7% | ▲+4.4% Added · +2K sh | |
| 36 | SPDR Series Trust ST LON TREAS ETF | $4.7M | 180.1K | 0.7% | ▲+1.2% Added · +2K sh | |
| 37 | Allstate Corp COM | $4.6M | 20.1K | 0.7% | ▲+31% Added · +5K sh | |
| 38 | Capital Group Growth ETF SHS CREAT UNIT | $4.5M | 95.1K | 0.7% | ▲+31% Added · +22K sh | |
| 39 | Alphabet Inc CAP STK CL A | $4.4M | 12.7K | 0.7% | ▲+31% Added · +3K sh | |
| 40 | Vanguard Star FDS VG TL INTL STK F | $4.3M | 50.4K | 0.6% | ▲+0.5% Added · +250 sh | |
| 41 | J P Morgan Exchange Traded F SMALL & MID CAP | $4.3M | 54.7K | 0.6% | ▲+3.4% Added · +2K sh | |
| 42 | Vanguard Index FDS SMALL CP ETF | $4.0M | 13.2K | 0.6% | ▼−0.4% Reduced · −58 sh | |
| 43 | Vanguard Index FDS REAL ESTATE ETF | $3.0M | 31.3K | 0.4% | ▲~0% Added · +5 sh | |
| 44 | Capital Group Dividend Value SHS CREAT UNIT | $3.0M | 60.7K | 0.4% | ▼−4.1% Reduced · −3K sh | |
| 45 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $3.0M | 49.5K | 0.4% | ▲+3.4% Added · +2K sh | |
| 46 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $2.8M | 39.7K | 0.4% | ▲+6.6% Added · +2K sh | |
| 47 | Broadcom Inc COM | $2.8M | 7.6K | 0.4% | ▲+47% Added · +2K sh | |
| 48 | First TR Exchange-Traded FD SHS | $2.7M | 56.9K | 0.4% | ▼−0.4% Reduced · −257 sh | |
| 49 | Morgan Stanley COM NEW | $2.7M | 13.8K | 0.4% | ▲+81% Added · +6K sh | |
| 50 | Vanguard Index FDS GROWTH ETF | $2.7M | 30.9K | 0.4% | ▲+478% Added · +26K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2054111/holdings"
Use Arkolith to show Atlas Legacy Advisors, LLC's latest holdings, largest changes, and filing provenance.
Put / call positions from the 13F — totals include every disclosed option leg
| Type | Underlying | Notional value | Underlying shares |
|---|---|---|---|
| CALL · bullish | MICRON TECHNOLOGY INC | $577K | 500 |
| CALL · bullish | GOLDMAN SACHS GROUP INC | $506K | 500 |
| CALL · bullish | SPACE EXPLORATION TECHN CORP | $342K | 2K |
| CALL · bullish | MARVELL TECHNOLOGY INC | $298K | 1K |
| CALL · bullish | ADVANCED MICRO DEVICES INC | $290K | 500 |
13F filers disclose option positions at the market value of the underlying the contracts reference, not the premium paid. A put is a bearish bet (it gains if the stock falls); a call is bullish. “Underlying shares” is the share count the contracts control, not a share holding. These legs are excluded from the equity book, weighting, concentration and sector figures above.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 319 | $677.5M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 11, 2026 | 300 | $549.6M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 29, 2026 | 283 | $571.1M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 307 | $518.6M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 6, 2025 | 174 | $453.9M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 7, 2025 | 176 | $393.6M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 31, 2025 | 173 | $412.8M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.