Atlas Legacy Advisors, LLC

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CIK 2054111

13F portfolio (2026-Q1)

$547M

Positions

189

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

189

Top 5

29.3%

Top 10

42.5%

Effective N

37.0

HHI

0.027

This quarter

12 new · 0 exit →

By sector

Unclassified80.4%

Information Technology6.9%

Consumer Discretionary3.6%

Financials3.6%

Communication Services2.2%

Industrials1.2%

Health Care0.8%

Energy0.7%

Other0.6%

By market cap

Unknown80.9%

Mega (>$200B)14.6%

Large ($10–200B)4.3%

Micro (<$300M)0.2%

Small ($300M–2B)0.0%

By region

Other80.4%

North America19.3%

Europe0.2%

Asia-Pacific0.2%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	80.70%	95
Technology Hardware & Equipment	2.40%	3
Semiconductors & Semiconductor Equipment	2.26%	8
Software & IT Services	2.13%	5
Specialty Retail	1.97%	7
Software	1.92%	4
Banks	1.18%	5
Insurance	1.14%	5
Automobiles & Components	0.89%	2
Oil, Gas & Consumable Fuels	0.67%	5
Pharmaceuticals & Biotechnology	0.66%	8
Capital Markets	0.65%	4
Commercial Services & Supplies	0.56%	6
Distributors	0.52%	2
Aerospace & Defense	0.45%	5
Chemicals	0.38%	4
Machinery	0.33%	4
Electrical Equipment & Components	0.22%	3
Hotels, Restaurants & Leisure	0.15%	1
Health Care Equipment & Supplies	0.13%	1
Media & Entertainment	0.12%	1
Beverages	0.11%	2
Utilities	0.08%	2
Diversified Telecommunication Services	0.07%	1
Road & Rail	0.07%	1
Professional Services	0.06%	1
Textiles, Apparel & Luxury Goods	0.06%	1
Tobacco	0.05%	1
Communications Equipment	0.04%	1
Health Care Providers & Services	0.02%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	IYW	ISHARES TR	Unclassified	7.91%
2	VOO	VANGUARD INDEX FDS	Unclassified	6.84%
3	IVV	ISHARES TR	Unclassified	6.12%
4	QQQM	INVESCO EXCH TRADED FD TR II	Unclassified	4.23%
5	RWL	Invesco S&P 500 Revenue ETF	Unclassified	4.16%
6	EEM	ISHARES TR	Unclassified	3.87%
7	IWR	ISHARES TR	Unclassified	2.61%
8	VGT	VANGUARD WORLD FD	Unclassified	2.39%
9	AAPL	Apple Inc.	Information Technology	2.27%
10	IEFA	ISHARES TR	Unclassified	2.06%

95/189 names classified · sector 19.6% of weight · industry 19.3% · mkt cap 19.1%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 6 quarters

Information TechnologyAAPL, MSFT, NVDA, PLTR, AVGO · other

FinancialsJPM, ALL, BRK.B, MS, MA · other

Consumer DiscretionaryAMZN, TSLA, COST, COR, HD · other

Communication ServicesGOOG, META, GOOGL, NFLX, VZ · other

IndustrialsBR, GD, RTX, PAYX, ACN · other

Health CareLLY, SYK, JNJ, AMGN, ABT · other

EnergyCVX, XOM, PSX, BP, TTE

MaterialsLIN, PG, CHD, CL, PPG · other

Consumer StaplesPEP, PM, MDLZ, KO

UtilitiesNJR, NEE, CMS

Real Estate

UnclassifiedIYW, IVV, VOO, QQQM, IWR · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 19.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Only 19% of book weight classified — the grid is NOT representative of the whole book.

holdings, colored by sector (85 classified)Atlas Legacy Advisors, LLC centroid (Large Core)

Information TechnologyConsumer DiscretionaryFinancialsCommunication ServicesIndustrialsHealth CareEnergyMaterialsConsumer StaplesUtilities

Style box summary for Atlas Legacy Advisors, LLC: centroid Large Core. Heaviest cells: Large Growth 8.3%, Large Core 6.5%, Large Value 1.9%.

Classified: 18.7% of book weight (85/189 names) · unclassified 81.3%: IYW, VOO, IVV, QQQM, RWL, EEM, IWR, VGT, IEFA, CMF +94 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 189 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	IYWISHARES TR	238,125	$43M	7.9%	HOLD
2	VOOVANGUARD INDEX FDS	62,660	$37M	6.8%	TRIM −6%
3	IVVISHARES TR	51,232	$33M	6.1%	TRIM −5%
4	QQQMINVESCO EXCH TRADED FD TR II	97,388	$23M	4.2%	ADD 6%
5	RWLInvesco S&P 500 Revenue ETF	198,206	$23M	4.2%	ADD 8%
6	EEMISHARES TR	373,089	$21M	3.9%	ADD 113%
7	IWRISHARES TR	147,016	$14M	2.6%	ADD 2%
8	VGTVANGUARD WORLD FD	25,120	$13M	2.4%	ADD 49%
9	AAPLAPPLE INC	48,795	$12M	2.3%	TRIM −21%
10	IEFAISHARES TR	124,498	$11M	2.1%	HOLD
11	CMFISHARES TR	198,262	$11M	2.1%	TRIM −7%
12	VHTVANGUARD WORLD FD	39,913	$11M	2.0%	HOLD
13	VYMVANGUARD WHITEHALL FDS	72,813	$11M	2.0%	ADD 3%
14	RSPINVESCO EXCHANGE TRADED FD T	52,728	$10M	1.8%	HOLD
15	SPYSTATE STR SPDR S&P 500 ETF T	15,082	$10M	1.8%	ADD 58%
16	XMMOINVESCO EXCHANGE TRADED FD T	58,431	$8M	1.5%	ADD 3%
17	GTOINVESCO ACTIVELY MANAGED EXC	164,321	$8M	1.4%	ADD 10%
18	IJHISHARES TR	112,087	$8M	1.4%	HOLD
19	MSFTMICROSOFT CORP	19,813	$7M	1.3%	TRIM −19%
20	IJRISHARES TR	57,543	$7M	1.3%	ADD 7%
21	JPSTJ P MORGAN EXCHANGE TRADED F	137,888	$7M	1.3%	ADD 14%
22	PXHINVESCO EXCH TRADED FD TR II	254,086	$7M	1.3%	ADD 14%
23	ESGUISHARES TR	48,044	$7M	1.2%	HOLD
24	NVDANVIDIA CORPORATION	38,528	$7M	1.2%	TRIM −23%
25	GOOGALPHABET INC	22,660	$7M	1.2%	TRIM −32%
26	ESGVVanguard ESG US Stock - ETF	47,595	$5M	1.0%	HOLD
27	EMXCISHARES INC	63,987	$5M	0.9%	ADD 2%
28	VTIVANGUARD INDEX FDS	15,490	$5M	0.9%	ADD 11%
29	AMZNAMAZON COM INC	22,848	$5M	0.9%	TRIM −31%
30	IXUSISHARES TR	55,376	$5M	0.9%	ADD 2%
31	SPTLSPDR SERIES TRUST	177,937	$5M	0.9%	ADD 11%
32	EFAISHARES TR	47,281	$5M	0.8%	ADD 14%
33	JPMJPMORGAN CHASE & CO	14,752	$4M	0.8%	TRIM −18%
34	IVOOVanguard S&P Mid-Cap 400 Index Fund - ETF	35,516	$4M	0.7%	HOLD
35	VXUSVANGUARD STAR FDS	50,163	$4M	0.7%	ADD 3%
36	TSLATESLA INC	10,331	$4M	0.7%	TRIM −14%
37	JMEEJPMorgan Market Expansion Enh Eq - ETF	52,887	$4M	0.6%	ADD 2%
38	VBVANGUARD INDEX FDS	13,307	$3M	0.6%	HOLD
39	XLKSELECT SECTOR SPDR TR	23,715	$3M	0.6%	ADD 7%
40	ALLALLSTATE CORP	15,333	$3M	0.6%	TRIM −26%
41	CGGRCAPITAL GROUP GROWTH ETF	72,664	$3M	0.5%	ADD 4%
42	GOOGLALPHABET INC	9,675	$3M	0.5%	TRIM −14%
43	VNQVANGUARD INDEX FDS	31,301	$3M	0.5%	HOLD
44	CGDVCAPITAL GROUP DIVIDEND VALUE	63,252	$3M	0.5%	ADD 31%
45	FVDFIRST TR EXCHANGE-TRADED FD	57,192	$3M	0.5%	TRIM −55%
46	VWOVANGUARD INTL EQUITY INDEX F	47,916	$3M	0.5%	ADD 2%
47	ACWXISHARES TR	37,506	$3M	0.5%	ADD 40%
48	VEAVANGUARD TAX-MANAGED FDS	37,196	$2M	0.4%	HOLD
49	VUGVANGUARD INDEX FDS	5,343	$2M	0.4%	ADD 4%
50	HDVISHARES TR	16,087	$2M	0.4%	HOLD
51	BRK.ABERKSHIRE HATHAWAY INC DEL	3	$2M	0.4%	HOLD
52	USHYISHARES TR	52,118	$2M	0.4%	ADD 11%
53	CGXUCapital Group International Focus - ETF	63,305	$2M	0.3%	ADD 4%
54	BRK.BBERKSHIRE HATHAWAY INC DEL	3,888	$2M	0.3%	TRIM −6%
55	PLTRPALANTIR TECHNOLOGIES INC	12,389	$2M	0.3%	TRIM −3%
56	METAMETA PLATFORMS INC	3,065	$2M	0.3%	TRIM −32%
57	VTVVANGUARD INDEX FDS	8,849	$2M	0.3%	TRIM −10%
58	IWNISHARES TR	8,753	$2M	0.3%	HOLD
59	AVGOBROADCOM INC	5,185	$2M	0.3%	TRIM −29%
60	COSTCOSTCO WHSL CORP NEW	1,633	$2M	0.3%	TRIM −11%
61	DVYISHARES TR	9,951	$2M	0.3%	ADD 33%
62	SPHDINVESCO EXCH TRADED FD TR II	30,292	$2M	0.3%	HOLD
63	CORCENCORA INC	4,593	$1M	0.3%	TRIM −14%
64	OMFLInvesco Russell 1000 Dynamic Multi ETF	23,376	$1M	0.3%	TRIM −16%
65	GWWWW GRAINGER INC	1,288	$1M	0.3%	TRIM −12%
66	USMVISHARES TR	14,854	$1M	0.3%	ADD 5%
67	HDHOME DEPOT INC	4,138	$1M	0.2%	ADD 25%
68	XLESELECT SECTOR SPDR TR	21,663	$1M	0.2%	ADD 9%
69	VOVANGUARD INDEX FDS	4,520	$1M	0.2%	ADD 7%
70	INMDINMODE LTD	94,749	$1M	0.2%	ADD 32%
71	WMTWALMART INC	10,364	$1M	0.2%	TRIM −16%
72	GBILGOLDMAN SACHS ETF TR	12,765	$1M	0.2%	TRIM −50%
73	MSMORGAN STANLEY	7,647	$1M	0.2%	TRIM −53%
74	QQQINVESCO QQQ TR	2,146	$1M	0.2%	ADD 6%
75	CGIECAPITAL GROUP INTERNATIONAL	35,550	$1M	0.2%	ADD 3%
76	LINLINDE PLC	2,378	$1M	0.2%	TRIM −6%
77	DBCINVESCO DB COMMDY INDX TRCK	40,720	$1M	0.2%	TRIM −4%
78	ADIANALOG DEVICES INC	3,700	$1M	0.2%	TRIM −7%
79	IEMGISHARES INC	15,856	$1M	0.2%	ADD 8%
80	ARKKARK ETF TR	15,416	$1M	0.2%	ADD 32%
81	LLYELI LILLY & CO	1,145	$1M	0.2%	TRIM −26%
82	RYROYAL BK CDA	6,467	$1M	0.2%	ADD 90%
83	XLCSELECT SECTOR SPDR TR	9,373	$1M	0.2%	ADD 15%
84	MPAAMOTORCAR PTS AMER INC	93,443	$1M	0.2%	HOLD
85	XOMEXXON MOBIL CORP	6,065	$1M	0.2%	TRIM −24%
86	ORCLORACLE CORP	6,938	$1M	0.2%	ADD 48%
87	AFLAFLAC INC	9,269	$1M	0.2%	TRIM −13%
88	VIGVANGUARD SPECIALIZED FUNDS	4,657	$1M	0.2%	ADD 7%
89	GSGOLDMAN SACHS GROUP INC	1,184	$1M	0.2%	TRIM −9%
90	SMLFiShares MSCI Multifactor USA Small-Cap ETF	13,119	$990,353	0.2%	ADD 5%
91	AMDADVANCED MICRO DEVICES INC	4,811	$988,922	0.2%	TRIM −16%
92	MAMASTERCARD INCORPORATED	1,975	$986,899	0.2%	TRIM −29%
93	CBCHUBB LIMITED	2,965	$966,367	0.2%	TRIM −16%
94	PSXPHILLIPS 66	5,190	$945,432	0.2%	TRIM −6%
95	CVXCHEVRON CORP NEW	4,459	$921,954	0.2%	TRIM −11%
96	EEMVISHARES INC	14,019	$907,450	0.2%	HOLD
97	PWZINVESCO EXCH TRADED FD TR II	37,451	$893,955	0.2%	HOLD
98	EELVINVESCO EXCH TRADED FD TR II	31,815	$893,365	0.2%	ADD 8%
99	PXFINVESCO EXCH TRADED FD TR II	12,444	$869,836	0.2%	ADD 2%
100	MCDMCDONALDS CORP	2,699	$838,609	0.2%	TRIM −5%
101	GDGENERAL DYNAMICS CORP	2,402	$824,443	0.2%	TRIM −8%
102	IYRISHARES TR	8,670	$821,002	0.2%	TRIM −3%
103	TJXTJX COS INC NEW	4,920	$785,557	0.1%	TRIM −34%
104	RTXRTX CORPORATION	4,068	$784,038	0.1%	TRIM −6%
105	VBKVANGUARD INDEX FDS	2,547	$769,831	0.1%	ADD 8%
106	JNJJOHNSON & JOHNSON	3,101	$756,247	0.1%	TRIM −25%
107	LRGFISHARES TR	10,675	$704,550	0.1%	HOLD
108	SYKSTRYKER CORPORATION	2,139	$702,854	0.1%	TRIM −15%
109	DIASPDR DOW JONES INDL AVERAGE	1,486	$688,300	0.1%	ADD 100%
110	BLKBLACKROCK INC	706	$679,329	0.1%	TRIM −8%
111	NFLXNETFLIX INC	6,836	$656,973	0.1%	TRIM −11%
112	CATCATERPILLAR INC	899	$639,899	0.1%	TRIM −14%
113	TXNTEXAS INSTRS INC	3,233	$629,823	0.1%	TRIM −10%
114	ICEINTERCONTINENTAL EXCHANGE IN	3,852	$605,828	0.1%	ADD 3%
115	EWJISHARES INC	6,991	$590,320	0.1%	NEW
116	EMREMERSON ELEC CO	4,489	$588,211	0.1%	HOLD
117	SPYDSPDR SERIES TRUST	12,713	$578,696	0.1%	HOLD
118	TSMTAIWAN SEMICONDUCTOR MFG LTD	1,691	$574,275	0.1%	TRIM −19%
119	BRBROADRIDGE FINL SOLUTIONS IN	3,534	$574,204	0.1%	ADD 3%
120	FYXFIRST TR EXCHANGE-TRADED ALP	4,678	$558,341	0.1%	HOLD
121	UNHUNITEDHEALTH GROUP INC	2,049	$556,442	0.1%	TRIM −2%
122	LOWLOWES COS INC	2,331	$550,618	0.1%	TRIM −16%
123	CSCOCISCO SYS INC	6,907	$538,185	0.1%	TRIM −14%
124	CGCPCAPITAL GRP FIXED INCM ETF T	24,058	$537,456	0.1%	HOLD
125	XYLXYLEM INC	4,454	$532,253	0.1%	HOLD
126	BROBROWN & BROWN INC	8,060	$525,593	0.1%	HOLD
127	AMGNAMGEN INC	1,440	$506,328	0.1%	TRIM −13%
128	BPBP PLC	10,570	$496,786	0.1%	HOLD
129	PGPROCTER AND GAMBLE CO	3,408	$492,252	0.1%	TRIM −7%
130	VTEBVANGUARD MUN BD FDS	9,863	$492,065	0.1%	TRIM −3%
131	ADPAUTOMATIC DATA PROCESSING IN	2,410	$489,664	0.1%	TRIM −2%
132	SPGIS&P GLOBAL INC	1,128	$479,780	0.1%	TRIM −22%
133	MUBISHARES TR	4,379	$464,831	0.1%	ADD 5%
134	ACWIISHARES TR	3,117	$431,299	0.1%	ADD 29%
135	MRKMERCK & CO INC	3,494	$419,985	0.1%	TRIM −17%
136	BACBANK AMERICA CORP	8,421	$411,145	0.1%	TRIM −18%
137	ITWILLINOIS TOOL WKS INC	1,578	$410,694	0.1%	ADD 3%
138	VVISA INC	1,331	$403,438	0.1%	TRIM −29%
139	RDIVINVESCO EXCH TRADED FD TR II	7,155	$398,247	0.1%	HOLD
140	VZVERIZON COMMUNICATIONS INC	7,645	$383,347	0.1%	TRIM −19%
141	MUNIPIMCO Intermediate Muni Bd Actv - ETF	7,189	$375,194	0.1%	HOLD
142	UNPUNION PAC CORP	1,533	$372,332	0.1%	TRIM −4%
143	SHWSHERWIN WILLIAMS CO	1,160	$371,787	0.1%	TRIM −5%
144	SHMSPDR SERIES TRUST	7,723	$369,391	0.1%	TRIM −7%
145	ABBVABBVIE INC	1,690	$367,129	0.1%	TRIM −31%
146	HONHONEYWELL INTL INC	1,607	$363,017	0.1%	TRIM −9%
147	PEPPEPSICO INC	2,331	$361,911	0.1%	TRIM −29%
148	EMGFISHARES INC	5,904	$356,779	0.1%	HOLD
149	PAYXPAYCHEX INC	3,859	$355,491	0.1%	ADD 3%
150	RWRSPDR SERIES TRUST	3,512	$354,607	0.1%	HOLD
151	XMLVINVESCO EXCH TRADED FD TR II	5,585	$351,687	0.1%	HOLD
152	BABAALIBABA GROUP HLDG LTD	2,678	$338,786	0.1%	ADD 20%
153	DFAIDIMENSIONAL ETF TRUST	8,684	$338,329	0.1%	HOLD
154	CTASCINTAS CORP	1,954	$330,500	0.1%	TRIM −10%
155	GEGE AEROSPACE	1,154	$327,387	0.1%	TRIM −14%
156	EMBISHARES TR	3,455	$324,528	0.1%	TRIM −11%
157	CRWDCROWDSTRIKE HLDGS INC	823	$322,017	0.1%	TRIM −9%
158	WFCWELLS FARGO CO NEW	4,035	$321,197	0.1%	TRIM −16%
159	MUMICRON TECHNOLOGY INC	907	$318,352	0.1%	TRIM −36%
160	PTHINVESCO EXCHANGE TRADED FD T	6,351	$315,767	0.1%	HOLD
161	CCITIGROUP INC	2,756	$313,047	0.1%	ADD 17%
162	VGLTVANGUARD SCOTTSDALE FDS	5,624	$311,317	0.1%	HOLD
163	SPLVINVESCO EXCH TRADED FD TR II	4,211	$307,993	0.1%	HOLD
164	GEVGE VERNOVA INC	350	$306,521	0.1%	TRIM −20%
165	IBITISHARES BITCOIN TRUST ETF	7,879	$306,027	0.1%	NEW
166	TTETotalEnergies SE	3,124	$284,222	0.1%	NEW
167	AMATAPPLIED MATLS INC	815	$279,799	0.1%	NEW
168	ABTABBOTT LABS	2,623	$269,303	0.0%	ADD 9%
169	KOCOCA COLA CO	3,486	$265,316	0.0%	TRIM −24%
170	SUBISHARES TR	2,485	$264,653	0.0%	TRIM −6%
171	LMTLOCKHEED MARTIN CORP	432	$261,096	0.0%	NEW
172	ACNACCENTURE PLC IRELAND	1,287	$255,199	0.0%	TRIM −44%
173	PMPHILIP MORRIS INTL INC	1,521	$251,621	0.0%	TRIM −18%
174	ASMLASML HOLDING N V	188	$249,101	0.0%	NEW
175	SMMUPIMCO ETF TR	4,937	$249,072	0.0%	TRIM −5%
176	IWFISHARES TR	563	$240,063	0.0%	HOLD
177	QCOMQUALCOMM INC	1,779	$230,327	0.0%	TRIM −51%
178	AOAISHARES TR	2,592	$229,366	0.0%	HOLD
179	NEENEXTERA ENERGY INC	2,371	$220,442	0.0%	NEW
180	CMSCMS ENERGY CORP	2,794	$216,583	0.0%	NEW
181	BMYBRISTOL-MYERS SQUIBB CO	3,569	$216,460	0.0%	NEW
182	TMOTHERMO FISHER SCIENTIFIC INC	430	$210,808	0.0%	TRIM −33%
183	BABOEING CO	1,042	$207,924	0.0%	TRIM −30%
184	ECLECOLAB INC	777	$206,698	0.0%	NEW
185	CHDCHURCH & DWIGHT CO INC	2,186	$203,998	0.0%	NEW
186	VLUEISHARES TR	1,413	$200,914	0.0%	NEW
187	TALKTALKSPACE INC	20,411	$105,627	0.0%	HOLD
188	WITWIPRO LTD	21,341	$45,153	0.0%	ADD 47%
189	LIXTLIXTE BIOTECHNOLOGY HLDGS IN	13,771	$42,277	0.0%	HOLD

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

IYWISHARES TR

240K

222K

213K

238K

$43M

VOOVANGUARD INDEX FDS

27K

56K

59K

61K

66K

63K

$37M

IVVISHARES TR

52K

50K

48K

47K

54K

51K

$33M

QQQMINVESCO EXCH TRADED FD TR II

—

81K

82K

83K

92K

97K

$23M

RWLInvesco S&P 500 Revenue ETF

—

154K

155K

161K

183K

198K

$23M

EEMISHARES TR

111K

107K

172K

165K

175K

373K

$21M

IWRISHARES TR

278K

154K

136K

128K

144K

147K

$14M

VGTVANGUARD WORLD FD

22K

16K

17K

25K

$13M

AAPLAPPLE INC

38K

35K

41K

57K

61K

49K

$12M

IEFAISHARES TR

—

102K

114K

111K

125K

124K

$11M

CMFISHARES TR

38K

37K

204K

201K

213K

198K

$11M

VHTVANGUARD WORLD FD

38K

37K

35K

40K

$11M

VYMVANGUARD WHITEHALL FDS

74K

71K

73K

68K

71K

73K

$11M

RSPINVESCO EXCHANGE TRADED FD T

56K

45K

54K

51K

52K

53K

$10M

SPYSTATE STR SPDR S&P 500 ETF T

10K

15K

$10M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆Atlas Legacy Advisors, LLC

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 189 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

Related· where to look next

Atlas Legacy Advisors, LLC