MondegarAI
Atlas Legacy Advisors, LLC

Q1 2026 · 13F-HR

Atlas Legacy Advisors, LLCholdings as filed

Filed 2026-05-11 · accession 0002054111-26-000003

$549.6M
Reported value
195
Positions
2026-03-31
Period end
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The Brief · Atlas Legacy Advisors, LLC · Q1 2026

AI · grounded in 13F

Atlas Legacy Advisors, LLC increased its position in EEM by 112.73%. The fund also accumulated shares of SPY by 58.26% and ACWX by 39.98%. On the sell side, the fund trimmed its holdings in GOOG by 32.10%, AAPL by 20.56%, and MSFT by 19.02%.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
464287721IYWISHARES TR$43.3M7.88%238,125CommonSOLE
922908363VOOVANGUARD INDEX FDS$37.4M6.81%62,660CommonSOLE
464287200IVVISHARES TR$33.5M6.09%51,232CommonSOLE
46138G649QQQMINVESCO EXCH TRADED FD TR II$23.1M4.21%97,388CommonSOLE
46138G698RWLINVESCO EXCH TRADED FD TR II$22.8M4.14%198,206CommonSOLE
464287234EEMISHARES TR$21.2M3.86%373,089CommonSOLE
464287499IWRISHARES TR$14.3M2.60%147,016CommonSOLE
92204A702VGTVANGUARD WORLD FD$13.1M2.38%25,120CommonSOLE
037833100AAPLAPPLE INC$12.4M2.26%48,795CommonSOLE
46432F842IEFAISHARES TR$11.3M2.05%124,498CommonSOLE
464288356CMFISHARES TR$11.3M2.05%198,262CommonSOLE
92204A504VHTVANGUARD WORLD FD$10.9M1.98%39,913CommonSOLE
921946406VYMVANGUARD WHITEHALL FDS$10.8M1.96%72,813CommonSOLE
46137V357RSPINVESCO EXCHANGE TRADED FD T$10.1M1.84%52,728CommonSOLE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$9.8M1.78%15,082CommonSOLE
46137V464XMMOINVESCO EXCHANGE TRADED FD T$8.5M1.54%58,431CommonSOLE
46090A804GTOINVESCO ACTIVELY MANAGED EXC$7.7M1.40%164,321CommonSOLE
464287507IJHISHARES TR$7.6M1.38%112,087CommonSOLE
594918104MSFTMICROSOFT CORP$7.4M1.34%19,813CommonSOLE
464287804IJRISHARES TR$7.2M1.30%57,543CommonSOLE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$7.0M1.27%137,888CommonSOLE
46138E727PXHINVESCO EXCH TRADED FD TR II$6.9M1.25%254,086CommonSOLE
46435G425ESGUISHARES TR$6.8M1.24%48,044CommonSOLE
67066G104NVDANVIDIA CORPORATION$6.8M1.23%38,528CommonSOLE
02079K107GOOGALPHABET INC$6.5M1.19%22,660CommonSOLE
921910733ESGVVANGUARD WORLD FD$5.3M0.97%47,595CommonSOLE
46434G764EMXCISHARES INC$5.0M0.92%63,987CommonSOLE
922908769VTIVANGUARD INDEX FDS$5.0M0.90%15,490CommonSOLE
023135106AMZNAMAZON COM INC$4.8M0.87%22,848CommonSOLE
46432F834IXUSISHARES TR$4.8M0.87%55,376CommonSOLE
78464A664SPTLSPDR SERIES TRUST$4.7M0.85%177,937CommonSOLE
464287465EFAISHARES TR$4.6M0.84%47,281CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$4.3M0.79%14,752CommonSOLE
921932885IVOOVANGUARD ADMIRAL FDS INC$4.1M0.74%35,516CommonSOLE
921909768VXUSVANGUARD STAR FDS$3.9M0.70%50,163CommonSOLE
88160R101TSLATESLA INC$3.8M0.70%10,331CommonSOLE
46641Q118JMEEJ P MORGAN EXCHANGE TRADED F$3.5M0.64%52,887CommonSOLE
922908751VBVANGUARD INDEX FDS$3.5M0.63%13,307CommonSOLE
81369Y803XLKSELECT SECTOR SPDR TR$3.2M0.59%23,715CommonSOLE
020002101ALLALLSTATE CORP$3.2M0.58%15,333CommonSOLE
14020G101CGGRCAPITAL GROUP GROWTH ETF$2.9M0.53%72,664CommonSOLE
02079K305GOOGLALPHABET INC$2.8M0.51%9,675CommonSOLE
922908553VNQVANGUARD INDEX FDS$2.8M0.51%31,301CommonSOLE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$2.7M0.49%63,252CommonSOLE
33734H106FVDFIRST TR EXCHANGE-TRADED FD$2.7M0.49%57,192CommonSOLE
922042858VWOVANGUARD INTL EQUITY INDEX F$2.6M0.47%47,916CommonSOLE
464288240ACWXISHARES TR$2.6M0.47%37,506CommonSOLE
921943858VEAVANGUARD TAX-MANAGED FDS$2.4M0.43%37,196CommonSOLE
922908736VUGVANGUARD INDEX FDS$2.3M0.42%5,343CommonSOLE
46429B663HDVISHARES TR$2.2M0.40%16,087CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC DEL$2.2M0.39%3CommonSOLE
46435U853USHYISHARES TR$1.9M0.35%52,118CommonSOLE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$1.9M0.34%63,305CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.9M0.34%3,888CommonSOLE
69608A108PLTRPALANTIR TECHNOLOGIES INC$1.8M0.33%12,389CommonSOLE
30303M102METAMETA PLATFORMS INC$1.8M0.32%3,065CommonSOLE
922908744VTVVANGUARD INDEX FDS$1.7M0.32%8,849CommonSOLE
464287630IWNISHARES TR$1.7M0.30%8,753CommonSOLE
11135F101AVGOBROADCOM INC$1.6M0.30%5,185CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORPORATION$1.6M0.30%1,633CommonSOLE
464287168DVYISHARES TR$1.5M0.28%9,951CommonSOLE
46138E362SPHDINVESCO EXCH TRADED FD TR II$1.5M0.27%30,292CommonSOLE
03073E105CORCENCORA INC$1.4M0.26%4,593CommonSOLE
46138J619OMFLINVESCO EXCH TRD SLF IDX FD$1.4M0.26%23,376CommonSOLE
384802104GWWWW GRAINGER INC$1.4M0.26%1,288CommonSOLE
46429B697USMVISHARES TR$1.4M0.25%14,854CommonSOLE
437076102HDHOME DEPOT INC$1.4M0.25%4,138CommonSOLE
81369Y506XLESELECT SECTOR SPDR TR$1.3M0.24%21,663CommonSOLE
922908629VOVANGUARD INDEX FDS$1.3M0.24%4,520CommonSOLE
M5425M103INMDINMODE LTD$1.3M0.24%94,749CommonSOLE
931142103WMTWALMART INC$1.3M0.23%10,364CommonSOLE
381430529GBILGOLDMAN SACHS ETF TR$1.3M0.23%12,765CommonSOLE
617446448MSMORGAN STANLEY$1.3M0.23%7,647CommonSOLE
46090E103QQQINVESCO QQQ TR$1.2M0.23%2,146CommonSOLE
14021M107CGIECAPITAL GROUP INTERNATIONAL$1.2M0.22%35,550CommonSOLE
G54950103LINLINDE PLC$1.2M0.21%2,378CommonSOLE
46138B103DBCINVESCO DB COMMDY INDX TRCK$1.2M0.21%40,720CommonSOLE
032654105ADIANALOG DEVICES INC$1.2M0.21%3,700CommonSOLE
46434G103IEMGISHARES INC$1.1M0.20%15,856CommonSOLE
00214Q104ARKKARK ETF TR$1.1M0.20%15,416CommonSOLE
532457108LLYELI LILLY & CO$1.1M0.19%1,145CommonSOLE
780087102RYROYAL BK CDA$1.0M0.19%6,467CommonSOLE
81369Y852XLCSELECT SECTOR SPDR TR$1.0M0.19%9,373CommonSOLE
620071100MPAAMOTORCAR PTS AMER INC$1.0M0.19%93,443CommonSOLE
30231G102XOMEXXON MOBIL CORP$1.0M0.19%6,065CommonSOLE
68389X105ORCLORACLE CORP$1.0M0.19%6,938CommonSOLE
001055102AFLAFLAC INC$1.0M0.19%9,269CommonSOLE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.0M0.18%4,657CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$1.0M0.18%1,184CommonSOLE
46434V290SMLFISHARES TR$990,3530.18%13,119CommonSOLE
007903107AMDADVANCED MICRO DEVICES INC$988,9220.18%4,811CommonSOLE
57636Q104MAMASTERCARD INCORPORATED$986,8990.18%1,975CommonSOLE
H1467J104CBCHUBB LTD SWITZ$966,3670.18%2,965CommonSOLE
718546104PSXPHILLIPS 66$945,4320.17%5,190CommonSOLE
166764100CVXCHEVRON CORPORATION$921,9540.17%4,459CommonSOLE
464286533EEMVISHARES INC$907,4500.17%14,019CommonSOLE
46138E206PWZINVESCO EXCH TRADED FD TR II$893,9550.16%37,451CommonSOLE
46138E297EELVINVESCO EXCH TRADED FD TR II$893,3650.16%31,815CommonSOLE
46138E743PXFINVESCO EXCH TRADED FD TR II$869,8360.16%12,444CommonSOLE
580135101MCDMCDONALDS CORP$838,6090.15%2,699CommonSOLE
369550108GDGENERAL DYNAMICS CORP$824,4430.15%2,402CommonSOLE
464287739IYRISHARES TR$821,0020.15%8,670CommonSOLE
872540109TJXTJX COS INC NEW$785,5570.14%4,920CommonSOLE
75513E101RTXRTX CORPORATION$784,0380.14%4,068CommonSOLE
922908595VBKVANGUARD INDEX FDS$769,8310.14%2,547CommonSOLE
478160104JNJJOHNSON & JOHNSON$756,2470.14%3,101CommonSOLE
46434V282LRGFISHARES TR$704,5500.13%10,675CommonSOLE
863667101SYKSTRYKER CORPORATION$702,8540.13%2,139CommonSOLE
78467X109DIASTATE STR SPDR DOW JONES IND$688,3000.13%1,486CommonSOLE
09290D101BLKBLACKROCK INC$679,3290.12%706CommonSOLE
64110L106NFLXNETFLIX INC.$656,9730.12%6,836CommonSOLE
149123101CATCATERPILLAR INC$639,8990.12%899CommonSOLE
882508104TXNTEXAS INSTRS INC$629,8230.11%3,233CommonSOLE
45866F104ICEINTERCONTINENTAL EXCHANGE IN$605,8280.11%3,852CommonSOLE
46434G822EWJISHARES INC$590,3200.11%6,991CommonSOLE
291011104EMREMERSON ELEC CO$588,2110.11%4,489CommonSOLE
78468R788SPYDSPDR SERIES TRUST$578,6960.11%12,713CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR MANUFAC$574,2750.10%1,691CommonSOLE
11133T103BRBROADRIDGE FINL SOLUTIONS IN$574,2040.10%3,534CommonSOLE
33734Y109FYXFIRST TR EXCHANGE-TRADED ALP$558,3410.10%4,678CommonSOLE
88160R901TSLATESLA INC$557,6250.10%1,500CALLSOLE
91324P102UNHUNITEDHEALTH GROUP INC$556,4420.10%2,049CommonSOLE
548661107LOWLOWES COS INC$550,6180.10%2,331CommonSOLE
17275R102CSCOCISCO SYS INC$538,1850.10%6,907CommonSOLE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$537,4560.10%24,058CommonSOLE
98419M100XYLXYLEM INC$532,2530.10%4,454CommonSOLE
115236101BROBROWN & BROWN INC$525,5930.10%8,060CommonSOLE
78463V907GLDSPDR GOLD TR$516,3480.09%1,200CALLSOLE
031162100AMGNAMGEN INC$506,3280.09%1,440CommonSOLE
055622104BPBP PLC$496,7860.09%10,570CommonSOLE
742718109PGPROCTER & GAMBLE CO$492,2520.09%3,408CommonSOLE
922907746VTEBVANGUARD MUN BD FDS$492,0650.09%9,863CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$489,6640.09%2,410CommonSOLE
78409V104SPGIS&P GLOBAL INC$479,7800.09%1,128CommonSOLE
464288414MUBISHARES TR$464,8310.08%4,379CommonSOLE
67066G904NVDANVIDIA CORPORATION$436,0000.08%2,500CALLSOLE
464288257ACWIISHARES TR$431,2990.08%3,117CommonSOLE
38141G904GSGOLDMAN SACHS GROUP INC$422,9950.08%500CALLSOLE
58933Y105MRKMERCK & CO INC$419,9850.08%3,494CommonSOLE
060505104BACBANK AMERICA CORP$411,1450.07%8,421CommonSOLE
452308109ITWILLINOIS TOOL WKS INC$410,6940.07%1,578CommonSOLE
92826C839VVISA INC$403,4380.07%1,331CommonSOLE
46138G656RDIVINVESCO EXCH TRADED FD TR II$398,2470.07%7,155CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$383,3470.07%7,645CommonSOLE
037833900AAPLAPPLE INC$380,6850.07%1,500CALLSOLE
72201R866MUNIPIMCO ETF TR$375,1940.07%7,189CommonSOLE
907818108UNPUNION PAC CORP$372,3320.07%1,533CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$371,7870.07%1,160CommonSOLE
78468R739SHMSPDR SERIES TRUST$369,3910.07%7,723CommonSOLE
00287Y109ABBVABBVIE INC$367,1290.07%1,690CommonSOLE
438516106HONHONEYWELL INTL INC$363,0170.07%1,607CommonSOLE
713448108PEPPEPSICO INC$361,9110.07%2,331CommonSOLE
46434G889EMGFISHARES INC$356,7790.06%5,904CommonSOLE
704326107PAYXPAYCHEX INC$355,4910.06%3,859CommonSOLE
78464A607RWRSPDR SERIES TRUST$354,6070.06%3,512CommonSOLE
46138E198XMLVINVESCO EXCH TRADED FD TR II$351,6870.06%5,585CommonSOLE
01609W102BABAALIBABA GROUP HLDG LTD$338,7860.06%2,678CommonSOLE
25434V203DFAIDIMENSIONAL ETF TRUST$338,3290.06%8,684CommonSOLE
172908105CTASCINTAS CORP$330,5000.06%1,954CommonSOLE
369604301GEGE AEROSPACE$327,3870.06%1,154CommonSOLE
464288281EMBISHARES TR$324,5280.06%3,455CommonSOLE
22788C105CRWDCROWDSTRIKE HLDGS INC$322,0170.06%823CommonSOLE
949746101WMT2WELLS FARGO & CO$321,1970.06%4,035CommonSOLE
595112103MUMICRON TECHNOLOGY INC$318,3520.06%907CommonSOLE
46137V852PTHINVESCO EXCHANGE TRADED FD T$315,7670.06%6,351CommonSOLE
172967424CCITIGROUP INC$313,0470.06%2,756CommonSOLE
92206C847VGLTVANGUARD SCOTTSDALE FDS$311,3170.06%5,624CommonSOLE
46138E354SPLVINVESCO EXCH TRADED FD TR II$307,9930.06%4,211CommonSOLE
36828A101GEVGE VERNOVA INC$306,5210.06%350CommonSOLE
46438F101IBITISHARES BITCOIN TRUST ETF$306,0270.06%7,879CommonSOLE
F92124100TTETOTALENERGIES SE$284,2220.05%3,124CommonSOLE
038222105AMATAPPLIED MATLS INC$279,7990.05%815CommonSOLE
002824100ABTABBOTT LABORATORIES$269,3030.05%2,623CommonSOLE
191216100KOCOCA COLA CO$265,3160.05%3,486CommonSOLE
464288158SUBISHARES TR$264,6530.05%2,485CommonSOLE
539830109LMTLOCKHEED MARTIN CORP$261,0960.05%432CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$255,1990.05%1,287CommonSOLE
718172109PMPHILIP MORRIS INTL INC$251,6210.05%1,521CommonSOLE
N07059210ASMLASML HLDG NV$249,1010.05%188CommonSOLE
72201R874SMMUPIMCO ETF TR$249,0720.05%4,937CommonSOLE
464287614IWFISHARES TR$240,0630.04%563CommonSOLE
747525103QCOMQUALCOMM INC$230,3270.04%1,779CommonSOLE
464289859AOAISHARES TR$229,3660.04%2,592CommonSOLE
65339F101NEENEXTERA ENERGY INC$220,4420.04%2,371CommonSOLE
125896100CMSCMS ENERGY CORP$216,5830.04%2,794CommonSOLE
110122108BMYBRISTOL-MYERS SQUIBB CO$216,4600.04%3,569CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$210,8080.04%430CommonSOLE
097023105BABOEING CO$207,9240.04%1,042CommonSOLE
278865100ECLECOLAB INC$206,6980.04%777CommonSOLE
171340102CHDCHURCH & DWIGHT CO INC$203,9980.04%2,186CommonSOLE
46432F388VLUEISHARES TR$200,9140.04%1,413CommonSOLE
87427V103TALKTALKSPACE INC$105,6270.02%20,411CommonSOLE
97651M109WITWIPRO LTD$45,1530.01%21,341CommonSOLE
539319301LIXTLIXTE BIOTECHNOLOGY HLDGS IN$42,2770.01%13,771CommonSOLE
38268T903GPROGOPRO INC$7,7000.00%10,000CALLSOLE

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.