Atlas Legacy Advisors, LLC Portfolio Holdings

Atlas Legacy Advisors, LLC

  • $571 Billion
  • Q4 2025

Atlas Legacy Advisors, LLC has filed its 13F form on January 29, 2026 for Q4 2025 where it was disclosed a total value porftolio of $571 Billion distributed in 283 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Dj Us Tech ETF with a value of $47.6B, Vanguard Index Fds S&P 500 ETF with a value of $41.6B, Ishares Core S&P 500 ETF with a value of $36.8B, Invesco Exchange Traded Fd Tr with a value of $23.2B, and Invesco Exchange Traded Fd Tr with a value of $20.9B.

Examining the 13F form we can see an increase of $52.5B in the current position value, from $519B to 571B.

Atlas Legacy Advisors, LLC is based out at Los Angeles, CA

Below you can find more details about Atlas Legacy Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $571 Billion
ETFs: $424 Billion
Technology: $50.7 Billion
Financial Services: $27.1 Billion
Consumer Cyclical: $21.1 Billion
Communication Services: $18.4 Billion
Healthcare: $9.26 Billion
Industrials: $8.29 Billion
Consumer Defensive: $4.65 Billion
Other: $3.31 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$16.4 Billion 2.87% of portfolio
61,424
Q4 2025 Added 7.97%
$3.78T
$11.7 Billion 2.04% of portfolio
24,468
Q4 2025 Added 3.73%
$1.74T
$10.5 Billion 1.84% of portfolio
33,373
Q4 2025 Added 6.17%
$465B
$9.23 Billion 1.62% of portfolio
50,148
Q4 2025 Added 3.22%
$2.39T
$7.61 Billion 1.33% of portfolio
32,964
Q4 2025 Added 17.53%
$881B
$5.74 Billion 1.0% of portfolio
18,029
Q4 2025 Reduced 5.13%
$1.29T
$5.32 Billion 0.93% of portfolio
11,944
Q4 2025 Added 26.16%
$57.9B
$4.23 Billion 0.74% of portfolio
20,671
Q4 2025 Reduced 1.19%
$1.65T
$3.57 Billion 0.63% of portfolio
11,313
Q4 2025 Added 2.2%
$270B
$2.95 Billion 0.52% of portfolio
16,394
Q4 2025 Reduced 4.47%
$1.37T
$2.91 Billion 0.51% of portfolio
4,525
Q4 2025 Added 4.33%
$921M
$2.62 Billion 0.46% of portfolio
156,418
Q4 2025 Reduced 0.03%
$139B
$2.51 Billion 0.44% of portfolio
7,354
Q4 2025 Added 4.27%
$342B
$2.26 Billion 0.4% of portfolio
12,770
Q4 2025 Reduced 0.3%
$453B
$2.26 Billion 0.4% of portfolio
3
Q4 2024 New
$662B
$2.08 Billion 0.36% of portfolio
4,155
Q4 2025 Added 11.99%
$971B
$1.65 Billion 0.29% of portfolio
1,546
Q4 2025 Added 5.39%
$404B
$1.62 Billion 0.28% of portfolio
1,841
Q4 2025 Added 9.39%
$512B
$1.56 Billion 0.27% of portfolio
2,786
Q4 2025 Added 45.86%
$46.8B
$1.48 Billion 0.26% of portfolio
1,466
Q4 2025 Added 9.81%
$279B
$1.4 Billion 0.24% of portfolio
12,388
Q4 2025 Added 14.36%
$388B
$1.25 Billion 0.22% of portfolio
5,745
Q4 2025 Added 0.24%
$72.3B
$1.18 Billion 0.21% of portfolio
10,688
Q4 2025 Added 11.78%
$170B
$1.15 Billion 0.2% of portfolio
7,470
Q4 2025 Added 14.54%
$250M
$1.15 Billion 0.2% of portfolio
93,443
Q4 2025 Added 1.69%
$265B
$1.15 Billion 0.2% of portfolio
1,295
Q4 2025 Reduced 1.07%
$367B
$1.14 Billion 0.2% of portfolio
3,310
Q4 2025 Reduced 9.83%
$118B
$1.08 Billion 0.19% of portfolio
3,958
Q4 2025 Added 18.11%
$123B
$1.09 Billion 0.19% of portfolio
3,516
Q4 2025 Added 24.5%
$1.18B
$1.05 Billion 0.18% of portfolio
71,695
Q1 2025 Added 41.13%
$490B
$983 Million 0.17% of portfolio
7,981
Q4 2025 Added 7.9%
$593B
$904 Million 0.16% of portfolio
4,678
Q4 2025 Reduced 5.51%
$136B
$888 Million 0.16% of portfolio
2,515
Q4 2025 Added 14.21%
$94.5B
$885 Million 0.15% of portfolio
2,613
Q4 2025 Added 14.1%
$224B
$872 Million 0.15% of portfolio
2,854
Q4 2025 Added 2.29%
$522B
$872 Million 0.15% of portfolio
4,150
Q4 2025 Added 1.19%
$303B
$774 Million 0.14% of portfolio
5,017
Q4 2025 Reduced 15.42%
$258B
$798 Million 0.14% of portfolio
4,322
Q4 2025 Added 13.38%
$68.5B
$714 Million 0.13% of portfolio
5,504
Q4 2025 Added 5.91%
$34.9B
$769 Million 0.13% of portfolio
3,444
Q4 2025 Added 11.89%
$159B
$758 Million 0.13% of portfolio
1,453
Q4 2025 Added 31.49%
$300B
$697 Million 0.12% of portfolio
2,100
Q4 2025 Added 0.33%
$49.1B
$708 Million 0.12% of portfolio
7,690
Q4 2025 Added 845.88%
$140B
$680 Million 0.12% of portfolio
2,768
Q4 2025 Added 26.05%
$319B
$616 Million 0.11% of portfolio
8,074
Q4 2025 Reduced 1.74%
$177B
$629 Million 0.11% of portfolio
3,586
Q4 2025 Added 27.3%
$22.8B
$649 Million 0.11% of portfolio
8,150
Q4 2025 Added 16.75%
$187B
$601 Million 0.11% of portfolio
3,617
Q4 2025 Added 0.42%
$25.7B
$614 Million 0.11% of portfolio
4,510
Q4 2025 Added 6.7%

Summary

  • Portfolio
  • No. of Stocks 283
  • Current Value $571 Billion
  • Prior Value $519 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 29, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 6 stocks
  • Additional Purchases 133 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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