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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$86.1B
$400 Million 0.07% of portfolio
1,227
Q4 2025 Added 16.75%
$172B
$380 Million 0.07% of portfolio
9,434
Q4 2025 Added 15.67%
$0
$320 Million 0.06% of portfolio
6,390
Q4 2025 New
$266B
$323 Million 0.06% of portfolio
1,097
Q4 2025 Added 1.67%
$0
$341 Million 0.06% of portfolio
2,412
Q4 2025 Added 8.4%
$418B
$331 Million 0.06% of portfolio
2,229
Q4 2025 Reduced 26.82%
$112B
$369 Million 0.06% of portfolio
10,621
Q4 2025 Added 2.25%
$98.1B
$350 Million 0.06% of portfolio
2,272
Q4 2025 Added 4.56%
$0
$348 Million 0.06% of portfolio
5,580
Q4 2025 Reduced 1.74%
$0
$342 Million 0.06% of portfolio
5,904
Q2 2025 New
$114B
$340 Million 0.06% of portfolio
1,489
Q4 2025 Added 21.85%
$132B
$351 Million 0.06% of portfolio
1,772
Q4 2025 Added 1.14%
$0
$345 Million 0.06% of portfolio
3,512
Q4 2025 New
$0
$336 Million 0.06% of portfolio
8,810
Q2 2025 New
$0
$357 Million 0.06% of portfolio
743
Q4 2024 New
$136B
$366 Million 0.06% of portfolio
1,593
Q4 2025 Added 11.71%
$0
$266 Million 0.05% of portfolio
563
Q4 2024 New
$193B
$291 Million 0.05% of portfolio
2,580
Q4 2025 Reduced 10.57%
$237B
$302 Million 0.05% of portfolio
1,862
Q4 2025 Reduced 1.01%
$0
$262 Million 0.05% of portfolio
5,204
Q4 2025 Reduced 8.41%
$228B
$300 Million 0.05% of portfolio
2,403
Q4 2025 Reduced 14.94%
$0
$281 Million 0.05% of portfolio
2,633
Q4 2025 Reduced 10.59%
Ge Vernova Inc
-
$289 Million 0.05% of portfolio
-
Q4 2025 Added 13.54%
$0
$301 Million 0.05% of portfolio
4,211
Q4 2025 Reduced 1.93%
$0
$314 Million 0.05% of portfolio
5,624
Q4 2025 New
$190B
$274 Million 0.05% of portfolio
2,346
Q4 2025 New
$40.2B
$235 Million 0.04% of portfolio
829
Q4 2025 New
$0
$231 Million 0.04% of portfolio
2,578
Q4 2025 Reduced 7.2%
$517M
$74.1 Million 0.01% of portfolio
20,411
Q3 2025 New
$14.5B
$40.6 Million 0.01% of portfolio
14,479
Q4 2025 Added 3.81%
Lixte Biotechnology Hldgs In
-
$54.1 Million 0.01% of portfolio
-
Q2 2025 Added 8.37%
$539M
$2.44 Million 0.0% of portfolio
191
Q4 2025 New

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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