Atlas Legacy Advisors, Llc Stock Trading & 13F Insights

13F Portfolio Filings

  • Most recent 13F
    Q4 2025
  • Location
    los angeles, CA
  • CIK
    0002054111
  • All SEC filings

Q4 2025 Summary

Quarter
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

193

$571.08M
IYW, VOO, IVV, QQQM
13F-HR
Jan 29, 2026
000205411126000001

204

$518.55M
IYW, VOO, IVV, QQQM
13F-HR
Oct 30, 2025
000205411125000006

174

$453.88M
IYW, VOO, IVV, QQQM
13F-HR
Aug 6, 2025
000205411125000005

176

$393.62M
IYW, VOO, IVV, QQQM
13F-HR
May 7, 2025
000205411125000003

173

$412.76M
IYW, IVV, IWR, VOO
13F-HR
Jan 31, 2025
000205411125000002