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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Atlas Legacy Advisors, LLC

Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0002054111-25-000006

Total Value
$518.6M
Positions
307
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (307)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287721211,969$41.5M8.01%
2VANGUARD INDEX FDS92290836360,855$37.3M7.19%
3ISHARES TR46428720046,672$31.2M6.02%
4INVESCO EXCH TRADED FD TR IIIVZ82,597$20.4M3.94%
5INVESCO EXCH TRADED FD TR IIIVZ160,696$17.8M3.43%
6ISHARES TR464287499128,495$12.4M2.39%
7VANGUARD WORLD FD92204A70216,176$12.1M2.33%
8APPLE INCAAPL46,694$11.9M2.29%
9ISHARES TR464288356200,702$11.4M2.21%
10ISHARES TR46432F842110,766$9.7M1.86%
11INVESCO EXCHANGE TRADED FD TIVZ50,788$9.6M1.86%
12VANGUARD WHITEHALL FDS92194640668,043$9.6M1.85%
13MICROSOFT CORPMSFT18,141$9.4M1.81%
14VANGUARD WORLD FD92204A50435,103$9.1M1.76%
15ISHARES TR464287234165,245$8.8M1.70%
16INVESCO EXCHANGE TRADED FD TIVZ54,763$7.4M1.43%
17INVESCO ACTIVELY MANAGED EXCIVZ143,768$6.8M1.32%
18ISHARES TR46435G42544,618$6.5M1.25%
19NVIDIA CORPORATIONNVDA34,451$6.4M1.24%
20ISHARES TR46428750797,905$6.4M1.23%
21ISHARES TR46428780451,835$6.2M1.19%
22ALPHABET INCGOOG25,043$6.1M1.18%
23SPDR S&P 500 ETF TRSPY8,889$5.9M1.14%
24J P MORGAN EXCHANGE TRADED F46641Q837116,147$5.9M1.14%
25FIRST TR EXCHANGE-TRADED FD33734H106124,855$5.8M1.11%
26VANGUARD WORLD FD92191073345,112$5.3M1.03%
27INVESCO EXCH TRADED FD TR IIIVZ201,331$5.1M0.99%
28JPMORGAN CHASE & CO.VYLD14,862$4.7M0.90%
29AMAZON COM INCAMZN20,646$4.5M0.87%
30ISHARES TR46432F83452,656$4.3M0.84%
31VANGUARD INDEX FDS92290876912,695$4.2M0.80%
32SPDR SERIES TRUST78464A664153,160$4.1M0.80%
33ISHARES INC46434G76460,625$4.1M0.79%
34VANGUARD ADMIRAL FDS INC92193288532,781$3.6M0.70%
35VANGUARD STAR FDS92190976847,398$3.5M0.67%
36TESLA INCTSLA7,768$3.5M0.67%
37ALLSTATE CORPALL-PJ15,974$3.4M0.66%
38ISHARES TR46428746536,552$3.4M0.66%
39VANGUARD INDEX FDS92290875112,142$3.1M0.60%
40SELECT SECTOR SPDR TR81369Y80310,837$3.1M0.59%
41J P MORGAN EXCHANGE TRADED F46641Q11847,408$3.0M0.58%
42CAPITAL GROUP GROWTH ETF14020G10164,468$2.8M0.55%
43MICROSOFT CORPMSFT5,448$2.8M0.54%
44NVIDIA CORPORATIONNVDA14,133$2.6M0.51%
45GUESS INC401617105156,328$2.6M0.50%
46APPLE INCAAPL10,197$2.6M0.50%
47VANGUARD INDEX FDS92290855326,345$2.4M0.46%
48VANGUARD INDEX FDS9229087364,900$2.4M0.45%
49GOLDMAN SACHS ETF TRNVGLF23,083$2.3M0.45%
50BERKSHIRE HATHAWAY INC DELBRK-A3$2.3M0.44%
51META PLATFORMS INCMETA2,990$2.2M0.42%
52PALANTIR TECHNOLOGIES INCPLTR11,773$2.1M0.41%
53VANGUARD INTL EQUITY INDEX F92204285838,052$2.1M0.40%
54ALPHABET INCGOOG7,937$1.9M0.37%
55VANGUARD TAX-MANAGED FDS92194385831,121$1.9M0.36%
56CAPITAL GROUP DIVIDEND VALUE14020W10642,118$1.8M0.34%
57CAPITAL GROUP INTL FOCUS EQT14019W10958,607$1.7M0.33%
58VANGUARD INDEX FDS9229087449,205$1.7M0.33%
59ISHARES TR46435U85345,109$1.7M0.33%
60AMAZON COM INCAMZN7,401$1.6M0.31%
61INVESCO EXCH TRD SLF IDX FDIVZ26,713$1.6M0.31%
62ISHARES TR46429B66313,136$1.6M0.31%
63ALPHABET INCGOOG6,392$1.6M0.30%
64ISHARES TR46428824023,621$1.5M0.30%
65MOTORCAR PTS AMER INC62007110091,890$1.5M0.29%
66INVESCO EXCH TRADED FD TR IIIVZ30,173$1.5M0.29%
67BERKSHIRE HATHAWAY INC DELBRK-A2,964$1.5M0.29%
68BROADCOM INCAVGO4,455$1.5M0.28%
69MORGAN STANLEYMS-PQ8,770$1.4M0.27%
70MORGAN STANLEYMS-PQ8,391$1.3M0.26%
71JPMORGAN CHASE & CO.VYLD4,142$1.3M0.25%
72COSTCO WHSL CORP NEW22160K1051,401$1.3M0.25%
73HOME DEPOT INCHD3,200$1.3M0.25%
74CENCORA INCCOR4,134$1.3M0.25%
75ISHARES TR46429B69713,052$1.2M0.24%
76ORACLE CORPORCL-PD4,227$1.2M0.23%
77VANGUARD INDEX FDS9229086293,932$1.2M0.22%
78INVESCO QQQ TRIVZ1,892$1.1M0.22%
79GRAINGER W W INC3848021041,169$1.1M0.21%
80CAPITAL GROUP INTERNATIONAL14021M10732,484$1.1M0.21%
81INMODE LTDINMD71,695$1.1M0.21%
82ALLSTATE CORPALL-PJ4,947$1.1M0.20%
83ISHARES TR4642871687,468$1.1M0.20%
84LINDE PLCLIN2,167$1.0M0.20%
85ARK ETF TR00214Q10411,683$1.0M0.19%
86META PLATFORMS INCMETA1,347$989,2100.19%
87SELECT SECTOR SPDR TR81369Y8528,294$981,7610.19%
88ISHARES INC46434G10314,800$975,6160.19%
89ISHARES TR4642876305,441$962,0230.19%
90VANGUARD SPECIALIZED FUNDS9219088444,345$937,6080.18%
91AFLAC INCAFL8,348$932,4720.18%
92WALMART INCWMT9,016$929,1890.18%
93MASTERCARD INCORPORATEDMA1,580$898,7200.17%
94GOLDMAN SACHS GROUP INCGSCE1,125$895,8940.17%
95ISHARES TR46434V29011,893$884,2450.17%
96BROADCOM INCAVGO2,598$857,1060.17%
97ISHARES INC46428653313,410$855,9600.17%
98ELI LILLY & COLLY1,040$793,5200.15%
99ANALOG DEVICES INCADI3,216$790,1710.15%
100CHEVRON CORP NEWCVX4,968$771,4810.15%
101ALPHABET INCGOOG3,132$761,3890.15%
102ADVANCED MICRO DEVICES INCAMD4,676$756,5300.15%
103TESLA INCTSLA1,699$755,5790.15%
104MCDONALDS CORPMCD2,475$752,1280.15%
105CHUBB LIMITEDCB2,641$745,4220.14%
106ISHARES TR4642877397,622$739,9440.14%
107BROADRIDGE FINL SOLUTIONS IN11133T1033,078$733,0870.14%
108ISHARES TR46434V28210,598$732,1100.14%
109GENERAL DYNAMICS CORPGD2,137$728,7170.14%
110NETFLIX INCNFLX596$714,5560.14%
111BLACKROCK INCBLK608$708,8490.14%
112TJX COS INC NEW8725401094,888$706,5120.14%
113STRYKER CORPORATIONSYK1,835$678,3440.13%
114SELECT SECTOR SPDR TR81369Y5067,575$676,7510.13%
115INVESCO EXCH TRADED FD TR IIIVZ25,347$674,6610.13%
116BROWN & BROWN INCBRO6,941$650,9960.13%
117PHILLIPS 66PSX4,733$643,7830.12%
118VANGUARD INDEX FDS9229085952,116$629,7640.12%
119EXXON MOBIL CORPXOM5,438$613,1350.12%
120AUTOMATIC DATA PROCESSING INADP2,046$600,5010.12%
121XYLEM INCXYL4,031$594,5730.11%
122INVESCO EXCH TRADED FD TR IIIVZ24,840$594,1730.11%
123INVESCO EXCH TRADED FD TR IIIVZ9,694$593,0300.11%
124CAPITAL GRP FIXED INCM ETF T14020Y10225,109$570,4760.11%
125RTX CORPORATIONRTX3,376$564,9060.11%
126SPDR SERIES TRUST78468R78812,820$564,0800.11%
127JOHNSON & JOHNSONJNJ2,950$546,9890.11%
128INTERCONTINENTAL EXCHANGE IN45866F1043,220$542,5060.10%
129UNITEDHEALTH GROUP INCUNH1,530$528,3090.10%
130FIRST TR EXCHANGE-TRADED ALP33734Y1094,678$509,8140.10%
131EMERSON ELEC COEMR3,842$503,9940.10%
132ROYAL BK CDA7800871023,380$497,9420.10%
133ALIBABA GROUP HLDG LTDBBAAY2,772$495,4400.10%
134INVESCO DB COMMDY INDX TRCKIVZ21,220$478,0870.09%
135S&P GLOBAL INCSPGI976$475,0290.09%
136TEXAS INSTRS INC8825081042,585$474,9420.09%
137LOWES COS INC5486611071,889$474,7250.09%
138VISA INCV1,337$456,4250.09%
139ISHARES TR4642884144,263$453,9670.09%
140PROCTER AND GAMBLE CO7427181092,942$452,0380.09%
141VANGUARD MUN BD FDS9229077468,930$447,1250.09%
142CISCO SYS INCCSCO6,367$435,6300.08%
143SPDR SERIES TRUST78468R7398,860$427,2290.08%
144QUALCOMM INCQCOM2,505$416,7320.08%
145PIMCO ETF TR72201R8667,505$392,3610.08%
146CROWDSTRIKE HLDGS INCCRWD791$387,8910.07%
147INVESCO EXCH TRADED FD TR IIIVZ7,208$375,6810.07%
148BERKSHIRE HATHAWAY INC DELBRK-A746$375,0440.07%
149BLACKSTONE INCBX2,173$371,2570.07%
150AMGEN INCAMGN1,302$367,4240.07%
151ISHARES TR4642882813,816$363,2450.07%
152INVESCO EXCH TRADED FD TR IIIVZ5,679$360,9570.07%
153BP PLCBPPFF10,254$353,3530.07%
154SPDR DOW JONES INDL AVERAGE78467X109743$344,5590.07%
155ABBVIE INCABBV1,475$341,5220.07%
156ILLINOIS TOOL WKS INC4523081091,305$340,2920.07%
157PAYCHEX INCPAYX2,657$336,8010.06%
158ACCENTURE PLC IRELANDACN1,363$336,1160.06%
159ISHARES INC46434G8895,904$334,0480.06%
160BANK AMERICA CORP0605051046,372$328,7310.06%
161ELI LILLY & COLLY427$325,8010.06%
162DIMENSIONAL ETF TRUST25434V2038,810$320,2440.06%
163SHERWIN WILLIAMS COSHW917$317,5200.06%
164INVESCO EXCH TRADED FD TR IIIVZ4,294$315,5230.06%
165ISHARES TR4642881582,945$314,4670.06%
166HONEYWELL INTL INC4385161061,463$307,9620.06%
167ISHARES TR4642882572,225$307,5840.06%
168WELLS FARGO CO NEW9497461013,596$301,4170.06%
169CATERPILLAR INCCAT626$298,6960.06%
170TAIWAN SEMICONDUCTOR MFG LTD8740391001,054$294,3720.06%
171ISHARES BITCOIN TRUST ETFIBIT4,449$289,1850.06%
172PIMCO ETF TR72201R8745,682$287,3390.06%
173CINTAS CORPCTAS1,395$286,3380.06%
174GE AEROSPACE369604301941$283,0720.05%
175PEPSICO INCPEP1,989$279,3350.05%
176VERIZON COMMUNICATIONS INCVZ6,220$273,3690.05%
177ABBOTT LABSABLZF2,005$268,5500.05%
178ISHARES TR4642877211,353$264,9990.05%
179ISHARES TR464287614563$263,7150.05%
180COSTCO WHSL CORP NEW22160K105282$261,0280.05%
181NETFLIX INCNFLX217$260,1660.05%
182UNION PAC CORPUNP1,098$259,5340.05%
183FACTSET RESH SYS INC303075105855$244,9490.05%
184ISHARES TR4642898592,778$244,8530.05%
185VISA INCV696$237,6000.05%
186TJX COS INC NEW8725401091,634$236,1780.05%
187MERCK & CO INCMRK2,769$232,4020.04%
188PHILIP MORRIS INTL INC7181721091,415$229,5130.04%
189DISNEY WALT CO2546871061,966$225,1070.04%
190UBER TECHNOLOGIES INCUBER2,283$223,6660.04%
191EXXON MOBIL CORPXOM1,959$220,8770.04%
192LYFT INCLYFT10,000$220,1000.04%
193JOHNSON & JOHNSONJNJ1,151$213,4180.04%
194PALO ALTO NETWORKS INCPANW1,012$206,0630.04%
195ABBVIE INCABBV881$203,9870.04%
196ORACLE CORPORCL-PD724$203,6180.04%
197VANGUARD INDEX FDS922908538681$200,0710.04%
198COCA COLA COKO2,950$195,6440.04%
199UNITEDHEALTH GROUP INCUNH563$194,4040.04%
200HOME DEPOT INCHD471$190,8440.04%
201PALANTIR TECHNOLOGIES INCPLTR1,035$188,8050.04%
202MASTERCARD INCORPORATEDMA330$187,7070.04%
203WALMART INCWMT1,816$187,1570.04%
204INTERNATIONAL BUSINESS MACHSINTR663$187,0720.04%
205LOCKHEED MARTIN CORPLMT371$185,2070.04%
206ECOLAB INCECL672$184,0340.04%
207MONDELEZ INTL INC6092071052,945$183,9740.04%
208STARBUCKS CORPSBUX2,170$183,5820.04%
209QUALCOMM INCQCOM1,097$182,4970.04%
210BOEING COBA-PA836$180,4340.03%
211REALTY INCOME CORPO2,929$178,0540.03%
212THERMO FISHER SCIENTIFIC INCTMO362$175,5770.03%
213AT&T INCT-PC6,200$175,0880.03%
214GE VERNOVA INCGEV284$174,6320.03%
215CHURCH & DWIGHT CO INCCHD1,964$172,1050.03%
216ADVANCED MICRO DEVICES INCAMD1,055$170,6880.03%
217CENCORA INCCOR543$169,7040.03%
218PEPSICO INCPEP1,206$169,3710.03%
219NEXTERA ENERGY INCNEE-PW2,186$165,0210.03%
220IMMUNOVANT INCIMVT10,000$161,2000.03%
221GRAINGER W W INC384802104166$158,1910.03%
222EATON CORP PLCETN420$157,1850.03%
223APPLIED MATLS INC038222105733$150,0740.03%
224CHEVRON CORP NEWCVX964$149,7000.03%
225GOLDMAN SACHS GROUP INCGSCE184$146,5280.03%
226CMS ENERGY CORPCMS-PC1,937$141,9050.03%
227PFIZER INCPFE5,425$138,2290.03%
228STRYKER CORPORATIONSYK367$135,6690.03%
229AFLAC INCAFL1,214$135,6040.03%
230SERVICENOW INCNOW144$132,5200.03%
231PROCTER AND GAMBLE CO742718109862$132,4460.03%
232FORD MTR CO34537090010,000$131,3000.03%
233BANK AMERICA CORP0605051042,521$130,0580.03%
234THERMO FISHER SCIENTIFIC INCTMO267$129,5000.02%
235MICRON TECHNOLOGY INCMU765$128,0000.02%
236CISCO SYS INCCSCO1,850$126,5770.02%
237TAIWAN SEMICONDUCTOR MFG LTD874039100453$126,5180.02%
238GE AEROSPACE369604301414$124,5390.02%
239CMS ENERGY CORPCMS-PC1,607$117,7290.02%
240INTERNATIONAL BUSINESS MACHSINTR416$117,3790.02%
241ABBOTT LABSABLZF820$109,8310.02%
242VANGUARD WORLD FD92204A702146$109,0080.02%
243PFIZER INCPFE4,250$108,2900.02%
244SELECT SECTOR SPDR TR81369Y803383$107,9520.02%
245UBER TECHNOLOGIES INCUBER1,094$107,1790.02%
246DISNEY WALT CO254687106919$105,2260.02%
247CATERPILLAR INCCAT215$102,5870.02%
248NEXTERA ENERGY INCNEE-PW1,305$98,5140.02%
249MICRON TECHNOLOGY INCMU587$98,2170.02%
250COCA COLA COKO1,446$95,8990.02%
251MCDONALDS CORPMCD315$95,7250.02%
252EATON CORP PLCETN249$93,1880.02%
253FORD MTR CO3453708607,526$90,0110.02%
254WELLS FARGO CO NEW9497461011,035$86,7540.02%
255REALTY INCOME CORPO1,401$85,1670.02%
256VERIZON COMMUNICATIONS INCVZ1,936$85,0870.02%
257BOEING COBA-PA386$83,3100.02%
258SERVICENOW INCNOW89$81,9050.02%
259COMPASS INCCOMP10,000$80,3000.02%
260APPLIED MATLS INC038222105391$80,0530.02%
261FORD MTR CO3453708606,691$80,0240.02%
262UNION PAC CORPUNP328$77,5290.01%
263LOWES COS INC548661107307$77,1520.01%
264AT&T INCT-PC2,722$76,8690.01%
265PHILIP MORRIS INTL INC718172109466$75,5850.01%
266AUTOMATIC DATA PROCESSING INADP249$73,0820.01%
267RTX CORPORATIONRTX436$72,9560.01%
268VANGUARD WORLD FD92204A504275$71,3900.01%
269LOCKHEED MARTIN CORPLMT140$69,8890.01%
270CHURCH & DWIGHT CO INCCHD794$69,5780.01%
271MERCK & CO INCMRK826$69,3260.01%
272LIXTE BIOTECHNOLOGY HLDGS INLIXT13,771$69,2680.01%
273AMGEN INCAMGN242$68,2920.01%
274PHILLIPS 66PSX464$63,1130.01%
275S&P GLOBAL INCSPGI129$62,7860.01%
276STARBUCKS CORPSBUX734$62,0960.01%
277GE VERNOVA INCGEV100$61,4900.01%
278INTERCONTINENTAL EXCHANGE IN45866F104363$61,1580.01%
279HONEYWELL INTL INC438516106289$60,8350.01%
280AMCOR PLCAMCCF7,307$59,7710.01%
281AMCOR PLCAMCCF7,307$59,7710.01%
282PALO ALTO NETWORKS INCPANW285$58,0320.01%
283TALKSPACE INCTALKW20,411$56,3340.01%
284GENERAL DYNAMICS CORPGD153$52,1730.01%
285CHUBB LIMITEDCB183$51,6520.01%
286CROWDSTRIKE HLDGS INCCRWD105$51,4900.01%
287BLACKROCK INCBLK43$50,1320.01%
288ALIBABA GROUP HLDG LTDBBAAY274$48,9720.01%
289SHERWIN WILLIAMS COSHW134$46,3990.01%
290MONDELEZ INTL INC609207105698$43,6040.01%
291TEXAS INSTRS INC882508104232$42,6250.01%
292PLUG POWER INCPLUG15,000$34,9500.01%
293CINTAS CORPCTAS165$33,8680.01%
294ANALOG DEVICES INCADI135$33,1700.01%
295ECOLAB INCECL116$31,7680.01%
296WIPRO LTDWIT11,686$30,7340.01%
297XYLEM INCXYL196$28,9100.01%
298ACCENTURE PLC IRELANDACN114$28,1120.01%
299GOPRO INCGPRO10,000$21,2000.00%
300WHEELS UP EXPERIENCE INCWSUPW10,000$18,4000.00%
301EMERSON ELEC COEMR79$10,3630.00%
302ROYAL BK CDA78008710269$10,1650.00%
303ILLINOIS TOOL WKS INC45230810925$6,5190.00%
304WIPRO LTDWIT2,262$5,9490.00%
305BP PLCBPPFF133$4,5830.00%
306BROWN & BROWN INCBRO40$3,7520.00%
307GUESS INC401617105143$2,3900.00%