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Portfolio (Quarterly) Guide ↗

Atlas Legacy Advisors, LLC

· CIK 0002054111
13F Portfolio $678M AUM 319 positions Filed Jul 31, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 133 Added 29 Reduced 13 Exited
Page 2 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 PXH INVESCO EXCH TRADED FD TR II 268,027.0 $7.5M 1.10% +14K +5.5% $27.87 +5.4%
22 AMZN AMAZON COM INC Consumer Cyclical 30,310.0 $7.2M 1.06% +7K +32.7% $236.40 +9.4%
23 J P MORGAN EXCHANGE TRADED F 141,635.0 $7.2M 1.06% +4K +2.7% $50.57
24 ESGV VANGUARD WORLD FD 47,899.0 $6.3M 0.93% +304.0 +0.6% $132.03 +2.8%
25 EFA ISHARES TR 58,268.0 $6.0M 0.89% +11K +23.2% $103.82 +4.3%
26 JPM JPMORGAN CHASE & CO Financial Services 18,422.0 $5.9M 0.88% +4K +24.9% $322.48 +9.0%
27 XLK SELECT SECTOR SPDR TR 28,572.0 $5.4M 0.80% +5K +20.5% $189.21 -3.1%
28 IXUS ISHARES TR 55,769.0 $5.3M 0.79% +393.0 +0.7% $95.44 +2.6%
29 TSLA TESLA INC Consumer Cyclical 11,836.0 $5.0M 0.73% +2K +14.6% $420.39 -13.7%
30 IVOO VANGUARD ADMIRAL FDS INC 37,075.0 $4.8M 0.71% +2K +4.4% $130.18 -0.2%
31 SPTL SPDR SERIES TRUST 180,147.0 $4.7M 0.70% +2K +1.2% $26.23 -4.3%
32 ALL ALLSTATE CORP Financial Services 20,050.0 $4.6M 0.67% +5K +30.8% $227.31 +11.7%
33 CGGR CAPITAL GROUP GROWTH ETF 95,121.0 $4.5M 0.66% +22K +30.9% $47.17 -0.4%
34 GOOGL ALPHABET INC Communication Services 12,658.0 $4.4M 0.65% +3K +30.8% $348.51 -1.1%
35 JMEE J P MORGAN EXCHANGE TRADED F 54,691.0 $4.3M 0.63% +2K +3.4% $78.03 -0.2%
36 VWO VANGUARD INTL EQUITY INDEX F 49,548.0 $3.0M 0.44% +2K +3.4% $59.69 +1.3%
37 VEA VANGUARD TAX-MANAGED FDS 39,655.0 $2.8M 0.42% +2K +6.6% $71.25 +3.0%
38 AVGO BROADCOM INC Technology 7,644.0 $2.8M 0.41% +2K +47.4% $362.07 +1.8%
39 MS MORGAN STANLEY Financial Services 13,807.0 $2.7M 0.39% +6K +80.5% $193.42 +10.7%
40 VUG VANGUARD INDEX FDS 30,857.0 $2.7M 0.39% +26K +477.5% $86.14 +1.6%
Page 2 of 7  ·  133 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 36.8%
Financial Services 26.0%
Consumer Cyclical 11.9%
Industrials 6.4%
Healthcare 5.9%
Communication Services 5.3%
Consumer Defensive 3.7%
Energy 2.1%
Basic Materials 1.3%
Utilities 0.5%