MondegarAI
Atlas Legacy Advisors, LLC

Q4 2025 · 13F-HR

Atlas Legacy Advisors, LLCholdings as filed

Filed 2026-01-29 · accession 0002054111-26-000001

$571.1M
Reported value
193
Positions
2025-12-31
Period end
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The Brief · Atlas Legacy Advisors, LLC · Q4 2025

AI · grounded in 13F

Atlas Legacy Advisors, LLC closed its positions in UBER and IBIT, reducing its holdings by $330,845 and $289,185 respectively. The fund increased its stake in IVV by 15.06% and RWL by 13.81%. Other notable additions include IYW, which grew by 11.70%, and QQQM, which rose by 11.01%. The fund also trimmed its holdings in HD by 9.83% and ORCL by 5.51%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287721IYWISHARES TR$47.6M8.33%238,284CommonSOLE
922908363VOOVANGUARD INDEX FDS$41.6M7.28%66,339CommonSOLE
464287200IVVISHARES TR$36.8M6.44%53,703CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$23.2M4.06%91,693CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$20.9M3.67%182,893CommonSOLE
037833100AAPLAPPLE INC$16.4M2.87%61,424CommonSOLE
464287499IWRISHARES TR$13.8M2.42%143,667CommonSOLE
92204A702VGTVANGUARD WORLD FD$12.7M2.23%16,891CommonSOLE
464288356CMFISHARES TR$12.2M2.14%213,047CommonSOLE
594918104MSFTMICROSOFT CORP$11.7M2.04%24,468CommonSOLE
92204A504VHTVANGUARD WORLD FD$11.5M2.02%40,029CommonSOLE
46432F842IEFAISHARES TR$11.2M1.96%124,850CommonSOLE
02079K107GOOGALPHABET INC$10.5M1.84%33,373CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$10.2M1.78%70,750CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$9.9M1.74%51,762CommonSOLE
464287234EEMISHARES TR$9.6M1.68%175,380CommonSOLE
67066G104NVDANVIDIA CORPORATION$9.2M1.62%50,148CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$7.9M1.38%56,782CommonSOLE
023135106AMZNAMAZON COM INC$7.6M1.33%32,964CommonSOLE
464287507IJHISHARES TR$7.5M1.31%113,141CommonSOLE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$7.1M1.24%149,784CommonSOLE
46435G425ESGUISHARES TR$7.0M1.23%47,143CommonSOLE
78462F103SPYSPDR S&P 500 ETF TR$6.5M1.14%9,530CommonSOLE
464287804IJRISHARES TR$6.5M1.13%53,816CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$6.1M1.08%121,457CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$5.8M1.02%126,295CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$5.8M1.01%223,504CommonSOLE
46625H100JPMJPMORGAN CHASE & CO.$5.7M1.00%18,029CommonSOLE
921910733ESGVVANGUARD WORLD FD$5.7M1.00%47,207CommonSOLE
88160R101TSLATESLA INC$5.3M0.93%11,944CommonSOLE
922908769VTIVANGUARD INDEX FDS$4.7M0.82%13,983CommonSOLE
46432F834IXUSISHARES TR$4.6M0.80%54,144CommonSOLE
46434G764EMXCISHARES INC$4.6M0.80%62,715CommonSOLE
020002101ALLALLSTATE CORP$4.2M0.74%20,671CommonSOLE
78464A664SPTLSPDR SERIES TRUST$4.2M0.74%159,618CommonSOLE
464287465EFAISHARES TR$4.0M0.70%41,611CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$3.9M0.69%34,997CommonSOLE
921909768VXUSVANGUARD STAR FDS$3.7M0.64%48,539CommonSOLE
02079K305GOOGLALPHABET INC$3.6M0.63%11,313CommonSOLE
922908751VBVANGUARD INDEX FDS$3.5M0.60%13,380CommonSOLE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$3.3M0.58%51,619CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3.2M0.56%22,070CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$3.1M0.55%70,176CommonSOLE
617446448MSMORGAN STANLEY$2.9M0.52%16,394CommonSOLE
30303M102METAMETA PLATFORMS INC$2.9M0.51%4,525CommonSOLE
922908553VNQVANGUARD INDEX FDS$2.8M0.48%31,299CommonSOLE
401617105GU9GUESS INC$2.6M0.46%156,418CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$2.5M0.44%25,382CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.5M0.44%46,873CommonSOLE
11135F101AVGOBROADCOM INC$2.5M0.44%7,354CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.5M0.44%5,117CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.3M0.41%37,242CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.3M0.40%3CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$2.3M0.40%12,770CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$2.1M0.37%48,263CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$2.1M0.36%4,155CommonSOLE
46429B663HDVISHARES TR$2.0M0.35%16,274CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.9M0.33%9,831CommonSOLE
03073E105CORCENCORA INC$1.8M0.32%5,317CommonSOLE
464288240ACWXISHARES TR$1.8M0.31%26,793CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$1.8M0.31%60,660CommonSOLE
46435U853USHYISHARES TR$1.8M0.31%46,961CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$1.7M0.30%27,760CommonSOLE
532457108LLYELI LILLY & CO$1.6M0.29%1,546CommonSOLE
22160K105COSTCOSTCO WHSL CORP NEW$1.6M0.28%1,841CommonSOLE
464287630IWNISHARES TR$1.6M0.27%8,634CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$1.6M0.27%2,786CommonSOLE
384802104GWWWW GRAINGER INC$1.5M0.26%1,466CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$1.4M0.25%29,699CommonSOLE
931142103WMTWALMART INC$1.4M0.24%12,388CommonSOLE
46429B697USMVISHARES TR$1.3M0.23%14,174CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$1.2M0.22%5,745CommonSOLE
46090E103QQQINVESCO QQQ TR$1.2M0.22%2,032CommonSOLE
922908629VOVANGUARD INDEX FDS$1.2M0.22%4,238CommonSOLE
14021M107CGIECAPITAL GROUP INTERNATIONAL$1.2M0.21%34,441CommonSOLE
001055102AFLAFLAC INC$1.2M0.21%10,688CommonSOLE
620071100MPAAMOTORCAR PTS AMER INC$1.2M0.20%93,443CommonSOLE
872540109TJXTJX COS INC NEW$1.2M0.20%7,470CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.1M0.20%1,295CommonSOLE
437076102HDHOME DEPOT INC$1.1M0.20%3,310CommonSOLE
H1467J104CBCHUBB LIMITED$1.1M0.19%3,516CommonSOLE
032654105ADIANALOG DEVICES INC$1.1M0.19%3,958CommonSOLE
G54950103LINLINDE PLC$1.1M0.19%2,523CommonSOLE
464287168DVYISHARES TR$1.1M0.18%7,468CommonSOLE
M5425M103INMDINMODE LTD$1.1M0.18%71,695CommonSOLE
46434G103IEMGISHARES INC$991,1590.17%14,745CommonSOLE
30231G102XOMEXXON MOBIL CORP$982,5360.17%7,981CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$962,8320.17%8,179CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$954,9440.17%4,345CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$944,6650.17%42,248CommonSOLE
46434V290SMLFISHARES TR$938,5460.16%12,534CommonSOLE
464286533EEMVISHARES INC$910,8410.16%14,223CommonSOLE
46138E206PWZINVESCO EXCH TRADED FD TR II$904,0190.16%37,418CommonSOLE
68389X105ORCLORACLE CORP$903,6340.16%4,678CommonSOLE
00214Q104ARKKARK ETF TR$899,1180.16%11,689CommonSOLE
863667101SYKSTRYKER CORPORATION$887,5610.16%2,515CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$884,9000.15%19,792CommonSOLE
369550108GDGENERAL DYNAMICS CORP$884,8920.15%2,613CommonSOLE
478160104JNJJOHNSON & JOHNSON$871,8700.15%4,150CommonSOLE
580135101MCDMCDONALDS CORP$871,7220.15%2,854CommonSOLE
464287739IYRISHARES TR$837,8740.15%8,924CommonSOLE
09290D101BLKBLACKROCK INC$824,4850.14%767CommonSOLE
46138E297EELVINVESCO EXCH TRADED FD TR II$811,0500.14%29,568CommonSOLE
75513E101RTXRTX CORPORATION$798,3570.14%4,322CommonSOLE
46138E743PXFINVESCO EXCH TRADED FD TR II$796,1750.14%12,147CommonSOLE
166764100CVXCHEVRON CORP NEW$774,1800.14%5,017CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$768,5970.13%3,444CommonSOLE
78409V104SPGIS&P GLOBAL INC$758,4960.13%1,453CommonSOLE
46434V282LRGFISHARES TR$735,8190.13%10,598CommonSOLE
718546104PSXPHILLIPS 66$713,9420.13%5,504CommonSOLE
922908595VBKVANGUARD INDEX FDS$713,8860.13%2,363CommonSOLE
64110L106NFLXNETFLIX INC$708,2490.12%7,690CommonSOLE
91324P102UNHUNITEDHEALTH GROUP INC$697,4660.12%2,100CommonSOLE
500767306KWEBKRANESHARES TRUST$681,0000.12%20,000CALLSOLE
548661107LOWLOWES COS INC$680,4430.12%2,768CommonSOLE
115236101BROBROWN & BROWN INC$649,4290.11%8,150CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MFG LTD$644,7940.11%2,078CommonSOLE
92826C839VVISA INC$643,9260.11%1,879CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$635,2830.11%2,471CommonSOLE
882508104TXNTEXAS INSTRS INC$628,8170.11%3,586CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$620,5180.11%2,305CommonSOLE
17275R102CSCOCISCO SYS INC$615,7360.11%8,074CommonSOLE
98419M100XYLXYLEM INC$614,1720.11%4,510CommonSOLE
149123101CATCATERPILLAR INC$612,4920.11%1,048CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$603,4630.11%3,726CommonSOLE
747525103QCOMQUALCOMM INC$600,9270.11%3,617CommonSOLE
291011104EMREMERSON ELEC CO$587,5860.10%4,425CommonSOLE
780087102RYROYAL BK CDA$580,4780.10%3,406CommonSOLE
060505104BACBANK AMERICA CORP$554,0810.10%10,226CommonSOLE
78468R788SPYDSPDR SERIES TRUST$549,8370.10%12,713CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$544,6730.10%24,058CommonSOLE
00287Y109ABBVABBVIE INC$544,5270.10%2,439CommonSOLE
031162100AMGNAMGEN INC$541,8920.09%1,653CommonSOLE
33734Y109FYXFIRST TR EXCHANGE-TRADED ALP$529,2750.09%4,678CommonSOLE
742718109PGPROCTER AND GAMBLE CO$529,0120.09%3,679CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$509,6890.09%10,135CommonSOLE
713448108PEPPEPSICO INC$476,0760.08%3,284CommonSOLE
58933Y105MRKMERCK & CO INC$450,3260.08%4,234CommonSOLE
595112103MUMICRON TECHNOLOGY INC$448,2910.08%1,407CommonSOLE
464288414MUBISHARES TR$445,1490.08%4,156CommonSOLE
949746101WMT2WELLS FARGO CO NEW$442,0750.08%4,820CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$422,6660.07%907CommonSOLE
704326107PAYXPAYCHEX INC$417,3410.07%3,730CommonSOLE
369604301GEGE AEROSPACE$413,5690.07%1,337CommonSOLE
172908105CTASCINTAS CORP$408,1090.07%2,161CommonSOLE
78468R739SHMSPDR SERIES TRUST$400,6210.07%8,348CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$400,1750.07%1,227CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$383,3070.07%643CommonSOLE
72201R866MUNIPIMCO ETF TR$380,0250.07%7,251CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$379,9780.07%9,434CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$376,1000.07%1,527CommonSOLE
464288281EMBISHARES TR$375,6850.07%3,902CommonSOLE
46138G656RDIVINVESCO EXCH TRADED FD TR II$374,2200.07%7,191CommonSOLE
055622104BPBP PLC$368,9230.06%10,621CommonSOLE
907818108UNPUNION PAC CORP$366,1140.06%1,593CommonSOLE
78467X109DIASPDR DOW JONES INDL AVERAGE$357,0640.06%743CommonSOLE
438516106HONHONEYWELL INTL INC$350,7350.06%1,772CommonSOLE
09260D107BXBLACKSTONE INC$350,2060.06%2,272CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$348,0120.06%5,580CommonSOLE
78464A607RWRSPDR SERIES TRUST$344,9840.06%3,512CommonSOLE
46434G889EMGFISHARES INC$341,5460.06%5,904CommonSOLE
464288257ACWIISHARES TR$341,2740.06%2,412CommonSOLE
097023105BABOEING CO$339,6140.06%1,489CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$335,7490.06%8,810CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$331,0270.06%2,229CommonSOLE
191216100KOCOCA COLA CO$324,3850.06%4,602CommonSOLE
459200101IBMINTERNATIONAL BUSINESS MACHS$323,1830.06%1,097CommonSOLE
46137V852PTHINVESCO EXCHANGE TRADED FD T$319,9190.06%6,390CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$313,8190.05%5,624CommonSOLE
718172109PMPHILIP MORRIS INTL INC$301,7030.05%1,862CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$300,7500.05%4,211CommonSOLE
002824100ABTABBOTT LABS$299,6530.05%2,403CommonSOLE
254687106DISDISNEY WALT CO$290,8140.05%2,580CommonSOLE
36828A101GEVGE VERNOVA INC$288,6180.05%436CommonSOLE
464288158SUBISHARES TR$280,9410.05%2,633CommonSOLE
172967424CCITIGROUP INC$273,7550.05%2,346CommonSOLE
464287614IWFISHARES TR$266,4680.05%563CommonSOLE
72201R874SMMUPIMCO ETF TR$262,4380.05%5,204CommonSOLE
30212P303EXPEEXPEDIA GROUP INC$234,7190.04%829CommonSOLE
464289859AOAISHARES TR$230,8860.04%2,578CommonSOLE
Y2065G901DHTDHT HOLDINGS INC$183,1500.03%15,000CALLSOLE
20464U100COMPCOMPASS INC$158,5500.03%15,000CALLSOLE
18452B209CLSKCLEANSPARK INC$101,2000.02%10,000CALLSOLE
00090Q903ADT INC DEL$80,7000.01%10,000CALLSOLE
87427V103TALKTALKSPACE INC$74,0920.01%20,411CommonSOLE
11777Q209BTGB2GOLD CORP$67,6500.01%15,000CALLSOLE
11777Q909B2GOLD CORP$67,6500.01%15,000CALLSOLE
539319301LIXTLIXTE BIOTECHNOLOGY HLDGS IN$54,1200.01%13,771CommonSOLE
97651M109WITWIPRO LTD$40,6010.01%14,479CommonSOLE
248356907DENISON MINES CORP$39,9000.01%15,000CALLSOLE
765504105RRRICHTECH ROBOTICS INC$32,3000.01%10,000CALLSOLE
38268T903GPROGOPRO INC$14,1000.00%10,000CALLSOLE
18452B209CLSKCLEANSPARK INC$2,4370.00%191CommonSHARED

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.