13F HOLDINGS REPORT
Atlas Legacy Advisors, LLC
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0002054111-25-000005
Total Value
$453.9M
Positions
174
Other Managers
0
Confidential Omitted
No
Holdings (174)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287721 | 222,300 | $38.5M | 8.49% |
| 2 | VANGUARD INDEX FDS | 922908363 | 59,117 | $33.6M | 7.40% |
| 3 | ISHARES TR | 464287200 | 48,204 | $29.9M | 6.59% |
| 4 | INVESCO EXCH TRADED FD TR II | IVZ | 81,745 | $18.6M | 4.09% |
| 5 | INVESCO EXCH TRADED FD TR II | IVZ | 155,401 | $16.2M | 3.57% |
| 6 | ISHARES TR | 464287499 | 136,082 | $12.5M | 2.76% |
| 7 | ISHARES TR | 464288356 | 203,783 | $11.4M | 2.50% |
| 8 | VANGUARD WORLD FD | 92204A702 | 16,153 | $10.7M | 2.36% |
| 9 | INVESCO EXCHANGE TRADED FD T | IVZ | 54,382 | $9.9M | 2.18% |
| 10 | VANGUARD WHITEHALL FDS | 921946406 | 73,197 | $9.8M | 2.15% |
| 11 | ISHARES TR | 46432F842 | 114,091 | $9.5M | 2.10% |
| 12 | VANGUARD WORLD FD | 92204A504 | 36,828 | $9.1M | 2.02% |
| 13 | MICROSOFT CORP | MSFT | 17,568 | $8.7M | 1.93% |
| 14 | APPLE INC | AAPL | 41,306 | $8.5M | 1.87% |
| 15 | ISHARES TR | 464287234 | 172,015 | $8.3M | 1.83% |
| 16 | INVESCO EXCHANGE TRADED FD T | IVZ | 59,193 | $7.6M | 1.68% |
| 17 | ISHARES TR | 46435G425 | 48,636 | $6.6M | 1.45% |
| 18 | FIRST TR EXCHANGE-TRADED FD | 33734H106 | 137,837 | $6.2M | 1.36% |
| 19 | ISHARES TR | 464287507 | 97,625 | $6.1M | 1.33% |
| 20 | INVESCO ACTIVELY MANAGED EXC | IVZ | 128,740 | $6.0M | 1.33% |
| 21 | ISHARES TR | 464287804 | 55,165 | $6.0M | 1.33% |
| 22 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 106,158 | $5.4M | 1.19% |
| 23 | SPDR S&P 500 ETF TR | SPY | 8,649 | $5.3M | 1.18% |
| 24 | VANGUARD WORLD FD | 921910733 | 48,559 | $5.3M | 1.17% |
| 25 | NVIDIA CORPORATION | NVDA | 31,793 | $5.0M | 1.11% |
| 26 | INVESCO EXCH TRADED FD TR II | IVZ | 212,495 | $5.0M | 1.09% |
| 27 | JPMORGAN CHASE & CO. | VYLD | 14,984 | $4.3M | 0.96% |
| 28 | ISHARES INC | 46434G764 | 65,574 | $4.1M | 0.91% |
| 29 | ISHARES TR | 46432F834 | 53,506 | $4.1M | 0.91% |
| 30 | AMAZON COM INC | AMZN | 17,942 | $3.9M | 0.87% |
| 31 | ISHARES TR | 464287465 | 42,461 | $3.8M | 0.84% |
| 32 | VANGUARD ADMIRAL FDS INC | 921932885 | 36,003 | $3.8M | 0.83% |
| 33 | VANGUARD INDEX FDS | 922908769 | 12,101 | $3.7M | 0.81% |
| 34 | SPDR SERIES TRUST | 78464A664 | 138,274 | $3.7M | 0.81% |
| 35 | ALPHABET INC | GOOG | 20,717 | $3.7M | 0.81% |
| 36 | VANGUARD STAR FDS | 921909768 | 52,467 | $3.6M | 0.80% |
| 37 | ALLSTATE CORP | ALL-PJ | 16,222 | $3.3M | 0.72% |
| 38 | SELECT SECTOR SPDR TR | 81369Y803 | 11,644 | $2.9M | 0.65% |
| 39 | VANGUARD INDEX FDS | 922908751 | 12,275 | $2.9M | 0.64% |
| 40 | GOLDMAN SACHS ETF TR | NVGLF | 27,289 | $2.7M | 0.60% |
| 41 | J P MORGAN EXCHANGE TRADED F | 46641Q118 | 45,021 | $2.7M | 0.59% |
| 42 | VANGUARD INDEX FDS | 922908553 | 29,913 | $2.7M | 0.59% |
| 43 | TESLA INC | TSLA | 7,893 | $2.5M | 0.55% |
| 44 | VANGUARD INDEX FDS | 922908736 | 5,686 | $2.5M | 0.55% |
| 45 | PALANTIR TECHNOLOGIES INC | PLTR | 17,191 | $2.3M | 0.52% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3 | $2.2M | 0.48% |
| 47 | META PLATFORMS INC | META | 2,689 | $2.0M | 0.44% |
| 48 | VANGUARD INTL EQUITY INDEX F | 922042858 | 38,220 | $1.9M | 0.42% |
| 49 | GUESS INC | 401617105 | 156,238 | $1.9M | 0.42% |
| 50 | VANGUARD TAX-MANAGED FDS | 921943858 | 31,791 | $1.8M | 0.40% |
| 51 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 66,604 | $1.8M | 0.40% |
| 52 | INVESCO EXCH TRADED FD TR II | IVZ | 37,582 | $1.8M | 0.39% |
| 53 | CAPITAL GROUP GROWTH ETF | 14020G101 | 42,328 | $1.7M | 0.38% |
| 54 | VANGUARD INDEX FDS | 922908744 | 9,706 | $1.7M | 0.38% |
| 55 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 41,756 | $1.6M | 0.36% |
| 56 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 3,212 | $1.6M | 0.34% |
| 57 | ISHARES TR | 46435U853 | 41,448 | $1.6M | 0.34% |
| 58 | COSTCO WHSL CORP NEW | 22160K105 | 1,565 | $1.5M | 0.34% |
| 59 | INVESCO EXCH TRD SLF IDX FD | IVZ | 26,391 | $1.5M | 0.34% |
| 60 | ISHARES TR | 46429B663 | 12,932 | $1.5M | 0.33% |
| 61 | VANGUARD INDEX FDS | 922908629 | 5,072 | $1.4M | 0.31% |
| 62 | MORGAN STANLEY | MS-PQ | 9,376 | $1.3M | 0.29% |
| 63 | ALPHABET INC | GOOG | 7,374 | $1.3M | 0.29% |
| 64 | CENCORA INC | COR | 4,207 | $1.3M | 0.28% |
| 65 | ISHARES TR | 46429B697 | 13,153 | $1.2M | 0.27% |
| 66 | ISHARES TR | 464287168 | 9,213 | $1.2M | 0.27% |
| 67 | GRAINGER W W INC | 384802104 | 1,156 | $1.2M | 0.26% |
| 68 | HOME DEPOT INC | HD | 3,047 | $1.1M | 0.25% |
| 69 | BROADCOM INC | AVGO | 4,004 | $1.1M | 0.24% |
| 70 | INVESCO QQQ TR | IVZ | 1,902 | $1.0M | 0.23% |
| 71 | INMODE LTD | INMD | 71,695 | $1.0M | 0.23% |
| 72 | BROWN & BROWN INC | BRO | 9,020 | $1.0M | 0.22% |
| 73 | LINDE PLC | LIN | 2,128 | $998,415 | 0.22% |
| 74 | ISHARES TR | 464287630 | 5,976 | $942,774 | 0.21% |
| 75 | CHUBB LIMITED | CB | 3,253 | $942,459 | 0.21% |
| 76 | SELECT SECTOR SPDR TR | 81369Y852 | 8,294 | $900,148 | 0.20% |
| 77 | VANGUARD SPECIALIZED FUNDS | 921908844 | 4,370 | $894,408 | 0.20% |
| 78 | ISHARES INC | 464286533 | 14,195 | $891,446 | 0.20% |
| 79 | ISHARES TR | 464288240 | 14,582 | $888,627 | 0.20% |
| 80 | AFLAC INC | AFL | 8,343 | $879,853 | 0.19% |
| 81 | ORACLE CORP | ORCL-PD | 3,929 | $858,997 | 0.19% |
| 82 | MOTORCAR PTS AMER INC | 620071100 | 76,320 | $854,784 | 0.19% |
| 83 | WALMART INC | WMT | 8,707 | $851,370 | 0.19% |
| 84 | MASTERCARD INCORPORATED | MA | 1,515 | $851,339 | 0.19% |
| 85 | ARK ETF TR | 00214Q104 | 11,669 | $820,214 | 0.18% |
| 86 | STRYKER CORPORATION | SYK | 2,041 | $807,481 | 0.18% |
| 87 | ISHARES TR | 46434V290 | 11,760 | $799,092 | 0.18% |
| 88 | ISHARES INC | 46434G103 | 13,245 | $795,097 | 0.18% |
| 89 | GOLDMAN SACHS GROUP INC | GSCE | 1,097 | $776,402 | 0.17% |
| 90 | NETFLIX INC | NFLX | 573 | $767,321 | 0.17% |
| 91 | ANALOG DEVICES INC | ADI | 3,223 | $767,138 | 0.17% |
| 92 | AUTOMATIC DATA PROCESSING IN | ADP | 2,425 | $747,870 | 0.16% |
| 93 | BROADRIDGE FINL SOLUTIONS IN | 11133T103 | 3,065 | $744,887 | 0.16% |
| 94 | MCDONALDS CORP | MCD | 2,548 | $744,449 | 0.16% |
| 95 | ISHARES TR | 464287739 | 7,716 | $731,245 | 0.16% |
| 96 | ISHARES TR | 46434V282 | 10,503 | $673,557 | 0.15% |
| 97 | CHEVRON CORP NEW | CVX | 4,571 | $654,521 | 0.14% |
| 98 | ADVANCED MICRO DEVICES INC | AMD | 4,601 | $652,882 | 0.14% |
| 99 | INVESCO EXCH TRADED FD TR II | IVZ | 24,944 | $651,537 | 0.14% |
| 100 | SELECT SECTOR SPDR TR | 81369Y506 | 7,587 | $643,453 | 0.14% |
| 101 | INVESCO EXCH TRADED FD TR II | IVZ | 11,184 | $642,185 | 0.14% |
| 102 | BLACKROCK INC | BLK | 606 | $635,846 | 0.14% |
| 103 | PAYCHEX INC | PAYX | 4,357 | $633,769 | 0.14% |
| 104 | SPDR SERIES TRUST | 78468R788 | 14,500 | $615,380 | 0.14% |
| 105 | GENERAL DYNAMICS CORP | GD | 2,103 | $613,361 | 0.14% |
| 106 | ELI LILLY & CO | LLY | 754 | $587,766 | 0.13% |
| 107 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 3,191 | $585,453 | 0.13% |
| 108 | VANGUARD INDEX FDS | 922908595 | 2,076 | $574,927 | 0.13% |
| 109 | TEXAS INSTRS INC | 882508104 | 2,769 | $574,900 | 0.13% |
| 110 | PHILLIPS 66 | PSX | 4,654 | $555,222 | 0.12% |
| 111 | PROCTER AND GAMBLE CO | 742718109 | 3,287 | $523,685 | 0.12% |
| 112 | EXXON MOBIL CORP | XOM | 4,816 | $519,165 | 0.11% |
| 113 | XYLEM INC | XYL | 3,997 | $517,052 | 0.11% |
| 114 | EMERSON ELEC CO | EMR | 3,842 | $512,254 | 0.11% |
| 115 | S&P GLOBAL INC | SPGI | 969 | $510,944 | 0.11% |
| 116 | LOWES COS INC | 548661107 | 2,294 | $508,970 | 0.11% |
| 117 | RTX CORPORATION | RTX | 3,291 | $480,552 | 0.11% |
| 118 | ACCENTURE PLC IRELAND | ACN | 1,571 | $469,556 | 0.10% |
| 119 | ISHARES TR | 464287226 | 4,693 | $465,546 | 0.10% |
| 120 | INVESCO DB COMMDY INDX TRCK | IVZ | 21,276 | $464,030 | 0.10% |
| 121 | TJX COS INC NEW | 872540109 | 3,743 | $462,223 | 0.10% |
| 122 | VISA INC | V | 1,294 | $459,435 | 0.10% |
| 123 | FIRST TR EXCHANGE-TRADED ALP | 33734Y109 | 4,682 | $455,465 | 0.10% |
| 124 | ISHARES TR | 464288414 | 4,316 | $450,936 | 0.10% |
| 125 | VANGUARD MUN BD FDS | 922907746 | 9,119 | $447,105 | 0.10% |
| 126 | ROYAL BK CDA | 780087102 | 3,362 | $442,271 | 0.10% |
| 127 | CISCO SYS INC | CSCO | 6,273 | $435,221 | 0.10% |
| 128 | HONEYWELL INTL INC | 438516106 | 1,868 | $435,020 | 0.10% |
| 129 | SPDR SERIES TRUST | 78468R739 | 8,958 | $428,461 | 0.09% |
| 130 | JOHNSON & JOHNSON | JNJ | 2,735 | $417,771 | 0.09% |
| 131 | INVESCO EXCH TRADED FD TR II | IVZ | 17,663 | $412,254 | 0.09% |
| 132 | PIMCO ETF TR | 72201R866 | 7,657 | $393,264 | 0.09% |
| 133 | ILLINOIS TOOL WKS INC | 452308109 | 1,584 | $391,644 | 0.09% |
| 134 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 16,969 | $381,803 | 0.08% |
| 135 | UNITEDHEALTH GROUP INC | UNH | 1,147 | $357,830 | 0.08% |
| 136 | AMGEN INC | AMGN | 1,279 | $357,110 | 0.08% |
| 137 | ISHARES TR | 464288281 | 3,825 | $354,272 | 0.08% |
| 138 | INVESCO EXCH TRADED FD TR II | IVZ | 7,388 | $353,516 | 0.08% |
| 139 | INVESCO EXCH TRADED FD TR II | IVZ | 5,664 | $349,299 | 0.08% |
| 140 | CROWDSTRIKE HLDGS INC | CRWD | 656 | $334,107 | 0.07% |
| 141 | CINTAS CORP | CTAS | 1,498 | $333,859 | 0.07% |
| 142 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 743 | $327,403 | 0.07% |
| 143 | ISHARES TR | 464288158 | 2,957 | $314,447 | 0.07% |
| 144 | INVESCO EXCH TRADED FD TR II | IVZ | 4,296 | $312,835 | 0.07% |
| 145 | SHERWIN WILLIAMS CO | SHW | 905 | $310,741 | 0.07% |
| 146 | FACTSET RESH SYS INC | 303075105 | 691 | $309,070 | 0.07% |
| 147 | ISHARES INC | 46434G889 | 5,904 | $307,421 | 0.07% |
| 148 | BP PLC | BPPFF | 10,265 | $307,231 | 0.07% |
| 149 | DIMENSIONAL ETF TRUST | 25434V203 | 8,810 | $304,562 | 0.07% |
| 150 | QUALCOMM INC | QCOM | 1,863 | $296,701 | 0.07% |
| 151 | PIMCO ETF TR | 72201R874 | 5,702 | $286,069 | 0.06% |
| 152 | ISHARES TR | 464288257 | 2,219 | $285,363 | 0.06% |
| 153 | BANK AMERICA CORP | 060505104 | 5,826 | $275,686 | 0.06% |
| 154 | VERIZON COMMUNICATIONS INC | VZ | 6,343 | $274,462 | 0.06% |
| 155 | ISHARES TR | 464288638 | 5,089 | $271,193 | 0.06% |
| 156 | WELLS FARGO CO NEW | 949746101 | 3,341 | $267,681 | 0.06% |
| 157 | ABBOTT LABS | ABLZF | 1,942 | $264,131 | 0.06% |
| 158 | PEPSICO INC | PEP | 1,993 | $263,156 | 0.06% |
| 159 | PHILIP MORRIS INTL INC | 718172109 | 1,426 | $259,717 | 0.06% |
| 160 | ISHARES TR | 464287655 | 1,199 | $258,732 | 0.06% |
| 161 | INVESCO EXCH TRADED FD TR II | IVZ | 11,165 | $249,984 | 0.06% |
| 162 | UNION PAC CORP | UNP | 1,060 | $243,885 | 0.05% |
| 163 | ISHARES TR | 464287614 | 563 | $239,039 | 0.05% |
| 164 | ABBVIE INC | ABBV | 1,282 | $237,965 | 0.05% |
| 165 | DISNEY WALT CO | 254687106 | 1,891 | $234,503 | 0.05% |
| 166 | ISHARES TR | 464289859 | 2,778 | $231,685 | 0.05% |
| 167 | CATERPILLAR INC | CAT | 586 | $227,491 | 0.05% |
| 168 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 991 | $224,452 | 0.05% |
| 169 | GE AEROSPACE | 369604301 | 861 | $221,613 | 0.05% |
| 170 | VANGUARD BD INDEX FDS | 921937827 | 2,745 | $216,032 | 0.05% |
| 171 | BLACKSTONE INC | BX | 1,420 | $212,404 | 0.05% |
| 172 | MERCK & CO INC | MRK | 2,679 | $212,070 | 0.05% |
| 173 | CHURCH & DWIGHT CO INC | CHD | 2,112 | $202,984 | 0.04% |
| 174 | LIXTE BIOTECHNOLOGY HLDGS IN | LIXT | 13,771 | $12,463 | 0.00% |