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Atlas Legacy Advisors, LLC
Period ended Sep 30, 2026 · Latest filing Nov 10, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $684,654,935
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · U.S. TECH ETF · 464287721 · shares: $66,305,187
- VANGUARD INDEX FDS · S&P 500 ETF SHS · 922908363 · shares: $45,451,809
- ISHARES TR · CORE S&P500 ETF · 464287200 · shares: $41,605,746
- INVESCO EXCH TRADED FD TR II · NASDAQ 100 ETF · 46138G649 · shares: $27,655,524
- ISHARES TR · MSCI EMG MKT ETF · 464287234 · shares: $27,206,239
- INVESCO EXCH TRADED FD TR II · S&P 500 REVENUE · 46138G698 · shares: $26,390,595
- VANGUARD WORLD FD · INF TECH ETF · 92204A702 · shares: $18,531,560
- APPLE INC · COM · 037833100 · shares: $17,911,879
- ISHARES TR · RUS MID CAP ETF · 464287499 · shares: $16,245,204
- VANGUARD WORLD FD · HEALTH CAR ETF · 92204A504 · shares: $12,852,445
Reported holdings
331 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 162 shares | $10,073 |
| EMERSON ELEC CO | COM | 291011104 | — | 57 shares | $9,498 |
| SHELL PLC | SPON ADS | 780259305 | — | 89 shares | $9,261 |
| HOME DEPOT INC | COM | 437076102 | — | 26 shares | $8,624 |
| ORACLE CORP | COM | 68389X105 | — | 65 shares | $8,089 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 9 shares | $8,072 |
| NOVARTIS AG | SPONSORED ADR | 66987V109 | — | 47 shares | $7,512 |
| REALTY INCOME CORP | COM | 756109104 | — | 130 shares | $7,493 |
| S&P GLOBAL INC | COM | 78409V104 | — | 15 shares | $7,007 |
| ECOLAB INC | COM | 278865100 | — | 21 shares | $6,399 |
| BANCO SANTANDER SA | ADR | 05964H105 | — | 556 shares | $6,311 |
| PARAZERO TECHNOLOGIES LTD | SHS | M7S13T102 | — | 10,000 shares | $6,000 |
| BLACKROCK INC | COM | 09290D101 | — | 5 shares | $5,824 |
| MARATHON PETE CORP | COM | 56585A102 | — | 15 shares | $5,735 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 | — | 54 shares | $5,428 |
| TOTALENERGIES SE | ACT | F92124100 | — | 56 shares | $5,181 |
| PAYCHEX INC | COM | 704326107 | — | 41 shares | $4,895 |
| WW GRAINGER INC | COM | 384802104 | — | 3 shares | $4,179 |
| STRYKER CORPORATION | COM | 863667101 | — | 12 shares | $3,712 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 12 shares | $3,634 |
| ADT INC DEL | COM | 00090Q103 | — | 355 shares | $3,515 |
| LLOYDS BANKING GROUP PLC | SPONSORED ADR | 539439109 | — | 629 shares | $3,139 |
| AFLAC INC | COM | 001055102 | — | 22 shares | $2,735 |
| XYLEM INC | COM | 98419M100 | — | 26 shares | $2,491 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 8 shares | $2,291 |
| VALERO ENERGY CORP | COM | 91913Y100 | — | 5 shares | $1,763 |
| TESLA INC | COM | 88160R101 | — | 4 shares | $1,548 |
| AMBEV SA | SPONSORED ADR | 02319V103 | — | 349 shares | $956 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 3 shares | $510 |
| PHILLIPS 66 | COM | 718546104 | — | 2 shares | $507 |
| ORACLE CORP | COM | 68389X105 | — | 3 shares | $378 |