Atlas Legacy Advisors, LLC

13F filer, CIK 2054111, LOS ANGELES, CA

Atlas Legacy Advisors, LLC reported $412,754,922 across 173 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-31. Its ten largest share positions make up 43.59% of the portfolio.

Filed 2025-01-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC13F-HR 0002054111-25-000002

Period: 2024-12-31
Reported value: $413M
Holdings: 173
Top 10 weight: 43.59%
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Holdings, Q4 2024

Share positions as resolved from 13F-HR 0002054111-25-000002, largest first. % of portfolio is the value over $412,754,922, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Timeline
IYWISHARES TR	240,052	$38.3M	9.28%	Timeline
IVVISHARES TR	51,670	$30.4M	7.37%	Timeline
IWRISHARES TR	278,256	$24.6M	5.96%	Timeline
VOOVANGUARD INDEX FDS	26,807	$14.4M	3.5%	Timeline
IJRISHARES TR	124,253	$14.3M	3.47%	Timeline
VGTVANGUARD WORLD FD	21,933	$13.6M	3.3%	Timeline
VTIVANGUARD INDEX FDS	40,748	$11.8M	2.86%	Timeline
PWZINVESCO EXCH TRADED FD TR II	449,290	$11.1M	2.69%	Timeline
CGGRCAPITAL GROUP GROWTH ETF	297,019	$11M	2.67%	Timeline
PXHINVESCO EXCH TRADED FD TR II	502,070	$10.3M	2.49%	Timeline
CGDVCAPITAL GROUP DIVIDEND VALUE	286,769	$10.1M	2.45%	Timeline
RSPINVESCO EXCHANGE TRADED FD T	56,063	$9.82M	2.38%	Timeline
AAPLAPPLE INC	38,444	$9.63M	2.33%	Timeline
VHTVANGUARD WORLD FD	37,917	$9.62M	2.33%	Timeline
EFAISHARES TR	124,942	$9.45M	2.29%	Timeline
VYMVANGUARD WHITEHALL FDS	73,616	$9.39M	2.28%	Timeline
MSFTMICROSOFT CORP	17,726	$7.47M	1.81%	Timeline
XMMOINVESCO EXCHANGE TRADED FD T	58,757	$7.26M	1.76%	Timeline
ESGUISHARES TR	49,890	$6.43M	1.56%	Timeline
FVDFIRST TR EXCHANGE-TRADED FD	139,433	$6.08M	1.47%	Timeline
ESGVVANGUARD WORLD FD	49,081	$5.15M	1.25%	Timeline
XLKSELECT SECTOR SPDR TR	20,057	$4.66M	1.13%	Timeline
EEMISHARES TR	111,115	$4.65M	1.13%	Timeline
GOOGALPHABET INC	22,068	$4.2M	1.02%	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	7,163	$4.2M	1.02%	Timeline
VNQVANGUARD INDEX FDS	46,898	$4.18M	1.01%	Timeline
JPMJPMORGAN CHASE & CO	16,194	$3.88M	0.94%	Timeline
IVOOVANGUARD ADMIRAL FDS INC	36,164	$3.82M	0.92%	Timeline
EMXCISHARES INC	66,068	$3.66M	0.89%	Timeline
NVDANVIDIA CORPORATION	25,200	$3.38M	0.82%	Timeline
AMZNAMAZON COM INC	15,177	$3.33M	0.81%	Timeline
ALLALLSTATE CORP	16,198	$3.12M	0.76%	Timeline
VXUSVANGUARD STAR FDS	52,608	$3.1M	0.75%	Timeline
TSLATESLA INC	7,235	$2.92M	0.71%	Timeline
GBILGOLDMAN SACHS ETF TR	25,454	$2.54M	0.62%	Timeline
VUGVANGUARD INDEX FDS	5,505	$2.26M	0.55%	Timeline
GUESS? INCGUESS? INC	155,829	$2.19M	0.53%
CMFISHARES TR	37,950	$2.17M	0.53%	Timeline
SPHDINVESCO EXCH TRADED FD TR II	43,404	$2.1M	0.51%	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	3	$2.04M	0.49%	Timeline
VBVANGUARD INDEX FDS	7,577	$1.82M	0.44%	Timeline
CGXUCAPITAL GROUP INTL FOCUS EQT	73,031	$1.8M	0.44%	Timeline
PLTRPALANTIR TECHNOLOGIES INC	22,853	$1.73M	0.42%	Timeline
OMFLINVESCO EXCH TRD SLF IDX FD	28,741	$1.56M	0.38%	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	3,214	$1.46M	0.35%	Timeline
VWOVANGUARD INTL EQUITY INDEX F	33,063	$1.46M	0.35%	Timeline
IJHISHARES TR	23,208	$1.45M	0.35%	Timeline
METAMETA PLATFORMS INC	2,222	$1.3M	0.32%	Timeline
VEAVANGUARD TAX-MANAGED FDS	27,017	$1.29M	0.31%	Timeline
VTVVANGUARD INDEX FDS	7,623	$1.29M	0.31%	Timeline
HDVISHARES TR	11,376	$1.28M	0.31%	Timeline
HDHOME DEPOT INC	3,229	$1.26M	0.3%	Timeline
GWWWW GRAINGER INC	1,157	$1.22M	0.3%	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,329	$1.22M	0.3%	Timeline
MSMORGAN STANLEY	9,405	$1.18M	0.29%	Timeline
VOVANGUARD INDEX FDS	4,325	$1.14M	0.28%	Timeline
USMVISHARES TR	12,671	$1.13M	0.27%	Timeline
UNHUNITEDHEALTH GROUP INC	2,154	$1.09M	0.26%	Timeline
GOOGLALPHABET INC	5,702	$1.08M	0.26%	Timeline
ARKKARK ETF TR	18,423	$1.05M	0.25%	Timeline
IWNISHARES TR	6,038	$991K	0.24%	Timeline
EELVINVESCO EXCH TRADED FD TR II	40,606	$951K	0.23%	Timeline
BROBROWN & BROWN INC	9,207	$939K	0.23%	Timeline
CORCENCORA INC	4,141	$930K	0.23%	Timeline
QQQINVESCO QQQ TR	1,773	$906K	0.22%	Timeline
ACWIISHARES TR	7,634	$897K	0.22%	Timeline
AFLAFLAC INC	8,643	$894K	0.22%	Timeline
CBCHUBB LIMITED	3,158	$873K	0.21%	Timeline
INMDINMODE LTD	50,799	$848K	0.21%	Timeline
LINLINDE PLC	2,025	$848K	0.21%	Timeline
EEMVISHARES INC	14,546	$844K	0.2%	Timeline
VIGVANGUARD SPECIALIZED FUNDS	4,200	$822K	0.2%	Timeline
XLCSELECT SECTOR SPDR TR	8,294	$803K	0.19%	Timeline
SYKSTRYKER CORPORATION	2,158	$777K	0.19%	Timeline
WMTWALMART INC	8,572	$774K	0.19%	Timeline
IYRISHARES TR	8,217	$765K	0.19%	Timeline
MAMASTERCARD INCORPORATED	1,423	$749K	0.18%	Timeline
ADIANALOG DEVICES INC	3,502	$744K	0.18%	Timeline
ACNACCENTURE PLC IRELAND	2,069	$728K	0.18%	Timeline
BRBROADRIDGE FINL SOLUTIONS IN	3,130	$708K	0.17%	Timeline
SMLFISHARES TR	10,431	$704K	0.17%	Timeline
ADPAUTOMATIC DATA PROCESSING IN	2,396	$701K	0.17%	Timeline
MCDMCDONALDS CORP	2,395	$694K	0.17%	Timeline
ORCLORACLE CORP	4,084	$681K	0.16%	Timeline
PAYXPAYCHEX INC	4,785	$671K	0.16%	Timeline
AVGOBROADCOM INC	2,827	$655K	0.16%	Timeline
LRGFISHARES TR	10,503	$634K	0.15%	Timeline
JPSTJ P MORGAN EXCHANGE TRADED F	12,479	$629K	0.15%	Timeline
BLKBLACKROCK INC	609	$624K	0.15%	Timeline
LOWLOWES COS INC	2,470	$610K	0.15%	Timeline
LLYELI LILLY & CO	764	$590K	0.14%	Timeline
MPAAMOTORCAR PTS AMER INC	76,320	$580K	0.14%	Timeline
PGPROCTER & GAMBLE CO	3,451	$579K	0.14%	Timeline
CVXCHEVRON CORPORATION	3,944	$571K	0.14%	Timeline
DVYISHARES TR	4,222	$554K	0.13%	Timeline
GDGENERAL DYNAMICS CORP	2,087	$550K	0.13%	Timeline
EMREMERSON ELEC CO	4,429	$549K	0.13%	Timeline
IEMGISHARES INC	10,229	$534K	0.13%	Timeline
SPGIS&P GLOBAL INC	1,068	$532K	0.13%	Timeline
PSXPHILLIPS 66	4,657	$531K	0.13%	Timeline
BXBLACKSTONE INC	3,051	$526K	0.13%	Timeline
VTIPVANGUARD MALVERN FDS	10,861	$526K	0.13%	Timeline
PXFINVESCO EXCH TRADED FD TR II	10,627	$509K	0.12%	Timeline
ICEINTERCONTINENTAL EXCHANGE IN	3,269	$487K	0.12%	Timeline
MUBISHARES TR	4,541	$484K	0.12%	Timeline
ITWILLINOIS TOOL WKS INC	1,903	$483K	0.12%	Timeline
TXNTEXAS INSTRS INC	2,569	$482K	0.12%	Timeline
FYXFIRST TR EXCHANGE-TRADED ALP	4,682	$473K	0.11%	Timeline
XYLXYLEM INC	4,074	$473K	0.11%	Timeline
VTEBVANGUARD MUN BD FDS	9,416	$472K	0.11%	Timeline
AMDADVANCED MICRO DEVICES INC	3,874	$468K	0.11%	Timeline
VBKVANGUARD INDEX FDS	1,670	$468K	0.11%	Timeline
DBCINVESCO DB COMMDY INDX TRCK	21,320	$456K	0.11%	Timeline
AGGISHARES TR	4,614	$447K	0.11%	Timeline
FDSFACTSET RESH SYS INC	918	$441K	0.11%	Timeline
ABTABBOTT LABORATORIES	3,883	$439K	0.11%	Timeline
AMGNAMGEN INC	1,670	$435K	0.11%	Timeline
TJXTJX COS INC NEW	3,581	$433K	0.1%	Timeline
NFLXNETFLIX INC.	482	$430K	0.1%	Timeline
XOMEXXON MOBIL CORP	3,976	$428K	0.1%	Timeline
RYROYAL BK CDA	3,513	$423K	0.1%	Timeline
XLESELECT SECTOR SPDR TR	4,797	$411K	0.1%	Timeline
MUNIPIMCO ETF TR	7,803	$404K	0.1%	Timeline
UNPUNION PAC CORP	1,769	$403K	0.1%	Timeline
HONHONEYWELL INTL INC	1,782	$403K	0.1%	Timeline
SHMSPDR SERIES TRUST	8,139	$386K	0.09%	Timeline
CGCPCAPITAL GRP FIXED INCM ETF T	17,140	$381K	0.09%	Timeline
RTXRTX CORPORATION	3,268	$378K	0.09%	Timeline
RDIVINVESCO EXCH TRADED FD TR II	7,476	$361K	0.09%	Timeline
GSGOLDMAN SACHS GROUP INC	622	$356K	0.09%	Timeline
CHDCHURCH & DWIGHT CO INC	3,361	$352K	0.09%	Timeline
ARKBARK 21SHARES BITCOIN ETF	3,644	$340K	0.08%	Timeline
CSCOCISCO SYS INC	5,483	$325K	0.08%	Timeline
BPBP PLC	10,897	$322K	0.08%	Timeline
VVISA INC	1,016	$321K	0.08%	Timeline
DIASTATE STR SPDR DOW JONES IND	743	$316K	0.08%	Timeline
NJRNEW JERSEY RES CORP	6,733	$314K	0.08%	Timeline
SPLVINVESCO EXCH TRADED FD TR II	4,457	$312K	0.08%	Timeline
SUBISHARES TR	2,950	$311K	0.08%	Timeline
CLCOLGATE PALMOLIVE CO	3,420	$311K	0.08%	Timeline
SHWSHERWIN WILLIAMS CO	904	$307K	0.07%	Timeline
XMLVINVESCO EXCH TRADED FD TR II	4,983	$303K	0.07%	Timeline
VLUEISHARES TR	2,783	$294K	0.07%	Timeline
SMMUPIMCO ETF TR	5,806	$289K	0.07%	Timeline
ABBVABBVIE INC	1,613	$287K	0.07%	Timeline
OREALTY INCOME CORP	5,233	$279K	0.07%	Timeline
PZAINVESCO EXCH TRADED FD TR II	11,795	$278K	0.07%	Timeline
CTASCINTAS CORP	1,507	$275K	0.07%	Timeline
IGIBISHARES TR	5,196	$268K	0.06%	Timeline
EMGFISHARES INC	5,904	$267K	0.06%	Timeline
VDEVANGUARD WORLD FD	2,177	$264K	0.06%	Timeline
UPSUNITED PARCEL SVCS INC	2,090	$264K	0.06%	Timeline
IWVISHARES TR	781	$261K	0.06%	Timeline
MDLZMONDELEZ INTL INC	4,292	$256K	0.06%	Timeline
QCOMQUALCOMM INC	1,653	$254K	0.06%	Timeline
JNJJOHNSON & JOHNSON	1,737	$251K	0.06%	Timeline
MRKMERCK & CO INC	2,504	$249K	0.06%	Timeline
WFCWELLS FARGO & CO	3,486	$245K	0.06%	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	1,239	$245K	0.06%	Timeline
ADBEADOBE INC	548	$244K	0.06%	Timeline
PPGPPG INDS INC	2,029	$242K	0.06%	Timeline
EMBISHARES TR	2,688	$239K	0.06%	Timeline
IWMISHARES TR	1,064	$235K	0.06%	Timeline
AOAISHARES TR	3,065	$235K	0.06%	Timeline
IWFISHARES TR	563	$226K	0.05%	Timeline
BACBANK OF AMER CORP	5,008	$220K	0.05%	Timeline
CMCSACOMCAST CORP NEW	5,796	$218K	0.05%	Timeline
CRWDCROWDSTRIKE HLDGS INC	618	$211K	0.05%	Timeline
VZVERIZON COMMUNICATIONS INC	5,143	$206K	0.05%	Timeline
LHXL3HARRIS TECHNOLOGIES INC	974	$205K	0.05%	Timeline
WITWIPRO LTD	16,528	$58.5K	0.01%	Timeline
QSQUANTUMSCAPE CORP	10,269	$53.3K	0.01%	Timeline
NMADNOMAD PWR SOLUTIONS INC	12,707	$25.8K	0.01%	Timeline

How Q4 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0002054111-25-000002	base		2025-01-31	acceptance time not in the bulk data set	2026-10-07 18:25:55 UTC