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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 Q4 2025 · Filed January 29, 2026 · Accession 0002054111-26-000001

Total Value
$571.1M
Positions
283
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (283)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR464287721233,670$46.7M8.17%
2VANGUARD INDEX FDS92290836366,339$41.6M7.28%
3ISHARES TR46428720053,146$36.4M6.37%
4INVESCO EXCH TRADED FD TR IIIVZ91,693$23.2M4.06%
5INVESCO EXCH TRADED FD TR IIIVZ182,893$20.9M3.67%
6ISHARES TR464287499141,755$13.6M2.39%
7APPLE INCAAPL50,062$13.6M2.38%
8VANGUARD WORLD FD92204A70216,745$12.6M2.21%
9ISHARES TR464288356213,047$12.2M2.14%
10VANGUARD WORLD FD92204A50439,218$11.3M1.98%
11ISHARES TR46432F842124,850$11.2M1.96%
12VANGUARD WHITEHALL FDS92194640670,750$10.2M1.78%
13INVESCO EXCHANGE TRADED FD TIVZ51,762$9.9M1.74%
14ISHARES TR464287234175,380$9.6M1.68%
15MICROSOFT CORPMSFT19,088$9.2M1.62%
16ALPHABET INCGOOG26,031$8.2M1.43%
17INVESCO EXCHANGE TRADED FD TIVZ56,782$7.9M1.38%
18ISHARES TR464287507113,141$7.5M1.31%
19INVESCO ACTIVELY MANAGED EXCIVZ149,784$7.1M1.24%
20ISHARES TR46435G42546,330$6.9M1.21%
21NVIDIA CORPORATIONNVDA35,768$6.7M1.17%
22SPDR S&P 500 ETF TRSPY9,530$6.5M1.14%
23ISHARES TR46428780453,816$6.5M1.13%
24J P MORGAN EXCHANGE TRADED F46641Q837121,457$6.1M1.08%
25FIRST TR EXCHANGE-TRADED FD33734H106126,295$5.8M1.02%
26INVESCO EXCH TRADED FD TR IIIVZ223,504$5.8M1.01%
27AMAZON COM INCAMZN24,952$5.8M1.01%
28VANGUARD WORLD FD92191073346,430$5.6M0.98%
29VANGUARD INDEX FDS92290876913,983$4.7M0.82%
30JPMORGAN CHASE & CO.VYLD14,399$4.6M0.81%
31ISHARES TR46432F83454,144$4.6M0.80%
32ISHARES INC46434G76462,715$4.6M0.80%
33TESLA INCTSLA10,124$4.6M0.80%
34SPDR SERIES TRUST78464A664159,618$4.2M0.74%
35ISHARES TR46428746541,611$4.0M0.70%
36VANGUARD ADMIRAL FDS INC92193288534,395$3.8M0.67%
37VANGUARD STAR FDS92190976848,539$3.7M0.64%
38VANGUARD INDEX FDS92290875113,380$3.5M0.60%
39J P MORGAN EXCHANGE TRADED F46641Q11851,619$3.3M0.58%
40ALLSTATE CORPALL-PJ15,869$3.3M0.58%
41CAPITAL GROUP GROWTH ETF14020G10170,176$3.1M0.55%
42SELECT SECTOR SPDR TR81369Y80321,304$3.1M0.54%
43APPLE INCAAPL11,362$2.8M0.49%
44VANGUARD INDEX FDS92290855331,299$2.8M0.48%
45GUESS INC401617105156,418$2.6M0.46%
46NVIDIA CORPORATIONNVDA14,380$2.6M0.45%
47ALPHABET INCGOOG8,144$2.5M0.45%
48GOLDMAN SACHS ETF TRNVGLF25,382$2.5M0.44%
49VANGUARD INTL EQUITY INDEX F92204285846,873$2.5M0.44%
50VANGUARD INDEX FDS9229087365,117$2.5M0.44%
51MICROSOFT CORPMSFT5,380$2.4M0.43%
52ALPHABET INCGOOG7,342$2.4M0.41%
53VANGUARD TAX-MANAGED FDS92194385837,242$2.3M0.41%
54BERKSHIRE HATHAWAY INC DELBRK-A3$2.3M0.40%
55CAPITAL GROUP DIVIDEND VALUE14020W10648,263$2.1M0.37%
56PALANTIR TECHNOLOGIES INCPLTR11,811$2.1M0.37%
57META PLATFORMS INCMETA3,130$2.1M0.36%
58ISHARES TR46429B66316,274$2.0M0.35%
59VANGUARD INDEX FDS9229087449,831$1.9M0.33%
60AMAZON COM INCAMZN8,012$1.9M0.32%
61ISHARES TR46428824026,793$1.8M0.31%
62CAPITAL GROUP INTL FOCUS EQT14019W10960,660$1.8M0.31%
63ISHARES TR46435U85346,961$1.8M0.31%
64BERKSHIRE HATHAWAY INC DELBRK-A3,458$1.7M0.30%
65INVESCO EXCH TRD SLF IDX FDIVZ27,760$1.7M0.30%
66BROADCOM INCAVGO4,700$1.6M0.28%
67CENCORA INCCOR4,635$1.6M0.27%
68ISHARES TR4642876308,634$1.6M0.27%
69MORGAN STANLEYMS-PQ8,389$1.5M0.26%
70MORGAN STANLEYMS-PQ8,005$1.5M0.26%
71INVESCO EXCH TRADED FD TR IIIVZ29,699$1.4M0.25%
72ISHARES TR46429B69714,174$1.3M0.23%
73COSTCO WHSL CORP NEW22160K1051,528$1.3M0.23%
74WW GRAINGER INC3848021041,274$1.3M0.23%
75INVESCO QQQ TRIVZ2,032$1.2M0.22%
76VANGUARD INDEX FDS9229086294,238$1.2M0.22%
77CAPITAL GROUP INTERNATIONAL14021M10734,441$1.2M0.21%
78ELI LILLY & COLLY1,106$1.2M0.21%
79MOTORCAR PTS AMER INC62007110093,443$1.2M0.20%
80WALMART INCWMT10,161$1.1M0.20%
81JPMORGAN CHASE & CO.VYLD3,630$1.1M0.19%
82MASTERCARD INCORPORATEDMA1,897$1.1M0.19%
83HOME DEPOT INCHD3,126$1.1M0.19%
84ISHARES TR4642871687,468$1.1M0.18%
85INMODE LTDINMD71,695$1.1M0.18%
86ALPHABET INCGOOG3,169$1.0M0.18%
87AFLAC INCAFL9,225$1.0M0.18%
88ADVANCED MICRO DEVICES INCAMD4,732$1.0M0.18%
89ISHARES INC46434G10314,745$991,1590.17%
90GOLDMAN SACHS GROUP INCGSCE1,127$990,6330.17%
91ANALOG DEVICES INCADI3,625$983,1000.17%
92SELECT SECTOR SPDR TR81369Y8528,179$962,8320.17%
93LINDE PLCLIN2,249$958,9510.17%
94VANGUARD SPECIALIZED FUNDS9219088444,345$954,9440.17%
95INVESCO DB COMMDY INDX TRCKIVZ42,248$944,6650.17%
96ISHARES TR46434V29012,534$938,5460.16%
97ALLSTATE CORPALL-PJ4,802$929,4270.16%
98CHUBB LIMITEDCB2,951$921,0660.16%
99ISHARES INC46428653314,223$910,8410.16%
100INVESCO EXCH TRADED FD TR IIIVZ37,418$904,0190.16%
101ARK ETF TR00214Q10411,689$899,1180.16%
102ISHARES TR4642877214,614$898,3920.16%
103TJX COS INC NEW8725401095,829$895,3930.16%
104SELECT SECTOR SPDR TR81369Y50619,792$884,9000.15%
105BROADCOM INCAVGO2,654$882,7200.15%
106META PLATFORMS INCMETA1,395$842,7470.15%
107ISHARES TR4642877398,924$837,8740.15%
108MCDONALDS CORPMCD2,658$812,3650.14%
109INVESCO EXCH TRADED FD TR IIIVZ29,568$811,0500.14%
110ORACLE CORPORCL-PD4,134$805,7580.14%
111GENERAL DYNAMICS CORPGD2,382$801,9240.14%
112INVESCO EXCH TRADED FD TR IIIVZ12,147$796,1750.14%
113BROADRIDGE FINL SOLUTIONS IN11133T1033,444$768,5970.13%
114TESLA INCTSLA1,820$763,0350.13%
115ISHARES TR46434V28210,598$735,8190.13%
116STRYKER CORPORATIONSYK2,071$727,8940.13%
117BLACKROCK INCBLK678$725,6910.13%
118VANGUARD INDEX FDS9229085952,363$713,8860.13%
119RTX CORPORATIONRTX3,882$711,9590.12%
120EXXON MOBIL CORPXOM5,797$697,6110.12%
121KRANESHARES TRUST50076730620,000$681,0000.12%
122PHILLIPS 66PSX5,111$659,5230.12%
123CHEVRON CORP NEWCVX4,277$651,8580.11%
124S&P GLOBAL INCSPGI1,220$637,5600.11%
125BROWN & BROWN INCBRO7,936$632,4990.11%
126JOHNSON & JOHNSONJNJ2,993$619,4010.11%
127XYLEM INCXYL4,510$614,1720.11%
128INTERCONTINENTAL EXCHANGE IN45866F1043,726$603,4630.11%
129AUTOMATIC DATA PROCESSING INADP2,315$595,4870.10%
130EMERSON ELEC COEMR4,401$584,1010.10%
131ROYAL BK CDA7800871023,337$568,9250.10%
132LOWES COS INC5486611072,294$553,2210.10%
133TEXAS INSTRS INC8825081043,171$550,1370.10%
134SPDR SERIES TRUST78468R78812,713$549,8370.10%
135CAPITAL GRP FIXED INCM ETF T14020Y10224,058$544,6730.10%
136NETFLIX INCNFLX5,726$536,8700.09%
137FIRST TR EXCHANGE-TRADED ALP33734Y1094,678$529,2750.09%
138UNITEDHEALTH GROUP INCUNH1,591$525,2050.09%
139VANGUARD MUN BD FDS92290774610,135$509,6890.09%
140CISCO SYS INCCSCO6,388$492,0680.09%
141ACCENTURE PLC IRELANDACN1,832$491,5260.09%
142CATERPILLAR INCCAT832$476,6280.08%
143MASTERCARD INCORPORATEDMA889$472,7170.08%
144AMGEN INCAMGN1,423$465,7620.08%
145PROCTER AND GAMBLE CO7427181093,198$458,3050.08%
146ELI LILLY & COLLY440$458,1680.08%
147TAIWAN SEMICONDUCTOR MFG LTD8740391001,506$457,6580.08%
148VISA INCV1,274$446,8050.08%
149ISHARES TR4642884144,156$445,1490.08%
150QUALCOMM INCQCOM2,571$439,7700.08%
151BANK AMERICA CORP0605051047,347$404,0850.07%
152SPDR SERIES TRUST78468R7398,348$400,6210.07%
153PAYCHEX INCPAYX3,501$392,7420.07%
154CROWDSTRIKE HLDGS INCCRWD811$380,1640.07%
155PIMCO ETF TR72201R8667,251$380,0250.07%
156ISHARES TR464287200557$379,0940.07%
157ILLINOIS TOOL WKS INC4523081091,527$376,1000.07%
158ISHARES TR4642882813,902$375,6850.07%
159INVESCO EXCH TRADED FD TR IIIVZ7,191$374,2200.07%
160BP PLCBPPFF10,488$364,2480.06%
161SHERWIN WILLIAMS COSHW1,114$360,9690.06%
162SPDR DOW JONES INDL AVERAGE78467X109743$357,0640.06%
163ABBVIE INCABBV1,556$355,5300.06%
164CINTAS CORPCTAS1,863$350,3740.06%
165BLACKSTONE INCBX2,272$350,2060.06%
166INVESCO EXCH TRADED FD TR IIIVZ5,580$348,0120.06%
167WELLS FARGO CO NEW9497461013,727$347,3560.06%
168SPDR SERIES TRUST78464A6073,512$344,9840.06%
169ISHARES INC46434G8895,904$341,5460.06%
170ISHARES TR4642882572,412$341,2740.06%
171BERKSHIRE HATHAWAY INC DELBRK-A697$338,3170.06%
172DIMENSIONAL ETF TRUST25434V2038,810$335,7490.06%
173MERCK & CO INCMRK3,123$328,7270.06%
174INVESCO EXCHANGE TRADED FD TIVZ6,390$319,9190.06%
175VANGUARD SCOTTSDALE FDS92206C8475,624$313,8190.05%
176UNION PAC CORPUNP1,346$311,3570.05%
177PEPSICO INCPEP2,135$306,4150.05%
178COSTCO WHSL CORP NEW22160K105313$301,8130.05%
179INVESCO EXCH TRADED FD TR IIIVZ4,211$300,7500.05%
180HONEYWELL INTL INC4385161061,520$296,5370.05%
181GE AEROSPACE369604301935$288,0080.05%
182ALIBABA GROUP HLDG LTDBBAAY1,957$286,8570.05%
183EXXON MOBIL CORPXOM2,184$284,9250.05%
184ISHARES TR4642881582,633$280,9410.05%
185VERIZON COMMUNICATIONS INCVZ6,847$278,8780.05%
186CITIGROUP INCC-PR2,346$273,7550.05%
187ISHARES TR464287614563$266,4680.05%
188WALMART INCWMT2,227$264,3670.05%
189PIMCO ETF TR72201R8745,204$262,4380.05%
190ABBOTT LABSABLZF2,061$258,2230.05%
191TJX COS INC NEW8725401091,641$256,1270.04%
192JOHNSON & JOHNSONJNJ1,157$252,4690.04%
193CENCORA INCCOR682$239,1570.04%
194ADVANCED MICRO DEVICES INCAMD1,013$234,9350.04%
195VANGUARD WORLD FD92204A504811$234,6710.04%
196MICRON TECHNOLOGY INCMU820$234,0360.04%
197EXPEDIA GROUP INCEXPE816$231,1810.04%
198ISHARES TR4642898592,578$230,8860.04%
199PHILIP MORRIS INTL INC7181721091,414$226,8060.04%
200COCA COLA COKO3,157$220,7060.04%
201INTERNATIONAL BUSINESS MACHSINTR735$217,7140.04%
202THERMO FISHER SCIENTIFIC INCTMO372$215,5550.04%
203MICRON TECHNOLOGY INCMU587$214,2550.04%
204BOEING COBA-PA977$212,1260.04%
205GE VERNOVA INCGEV319$208,4890.04%
206DISNEY WALT CO2546871061,789$203,5350.04%
207WW GRAINGER INC384802104192$198,5760.03%
208VISA INCV605$197,1210.03%
209ISHARES TR4642874991,912$189,7660.03%
210ABBVIE INCABBV883$188,9970.03%
211TAIWAN SEMICONDUCTOR MFG LTD874039100572$187,1360.03%
212DHT HOLDINGS INCDHT15,000$183,1500.03%
213UNITEDHEALTH GROUP INCUNH509$172,2610.03%
214NETFLIX INCNFLX1,964$171,3790.03%
215CHUBB LIMITEDCB565$170,0990.03%
216PEPSICO INCPEP1,149$169,6610.03%
217THERMO FISHER SCIENTIFIC INCTMO271$167,7520.03%
218PALANTIR TECHNOLOGIES INCPLTR959$161,6200.03%
219QUALCOMM INCQCOM1,046$161,1570.03%
220AFLAC INCAFL1,463$159,8470.03%
221STRYKER CORPORATIONSYK444$159,6670.03%
222COMPASS INCCOMP15,000$158,5500.03%
223GOLDMAN SACHS GROUP INCGSCE168$158,4860.03%
224BANK AMERICA CORP0605051042,879$149,9960.03%
225CATERPILLAR INCCAT216$135,8640.02%
226ACCENTURE PLC IRELANDACN473$128,9920.02%
227BOEING COBA-PA512$127,4880.02%
228LOWES COS INC548661107474$127,2220.02%
229GE AEROSPACE369604301402$125,5610.02%
230CISCO SYS INCCSCO1,686$123,6680.02%
231CHEVRON CORP NEWCVX740$122,3220.02%
232MERCK & CO INCMRK1,111$121,5990.02%
233S&P GLOBAL INCSPGI233$120,9360.02%
234ISHARES TR46435G425813$119,9660.02%
235LINDE PLCLIN274$118,6830.02%
236SELECT SECTOR SPDR TR81369Y803766$108,6490.02%
237VANGUARD WORLD FD92204A702146$107,8490.02%
238INTERNATIONAL BUSINESS MACHSINTR362$105,4690.02%
239COCA COLA COKO1,445$103,6790.02%
240CLEANSPARK INCCLSKW10,000$101,2000.02%
241VERIZON COMMUNICATIONS INCVZ2,587$101,1000.02%
242BLACKROCK INCBLK89$98,7940.02%
243ANALOG DEVICES INCADI333$98,4580.02%
244ORACLE CORPORCL-PD544$97,8760.02%
245WELLS FARGO CO NEW9497461011,093$94,7190.02%
246VANGUARD WORLD FD921910733777$92,8360.02%
247DISNEY WALT CO254687106791$87,2790.02%
248RTX CORPORATIONRTX440$86,3980.02%
249GENERAL DYNAMICS CORPGD231$82,9680.01%
250ADT INC DELADT10,000$80,7000.01%
251GE VERNOVA INCGEV117$80,1290.01%
252TEXAS INSTRS INC882508104415$78,6800.01%
253AMGEN INCAMGN230$76,1300.01%
254PHILIP MORRIS INTL INC718172109448$74,8970.01%
255TALKSPACE INCTALKW20,411$74,0920.01%
256PROCTER AND GAMBLE CO742718109481$70,7070.01%
257VANGUARD ADMIRAL FDS INC921932885602$70,4160.01%
258HOME DEPOT INCHD184$69,0200.01%
259B2GOLD CORPBTG15,000$67,6500.01%
260B2GOLD CORPBTG15,000$67,6500.01%
261MCDONALDS CORPMCD196$59,3570.01%
262CINTAS CORPCTAS298$57,7350.01%
263UNION PAC CORPUNP247$54,7570.01%
264PHILLIPS 66PSX393$54,4190.01%
265HONEYWELL INTL INC438516106252$54,1980.01%
266LIXTE BIOTECHNOLOGY HLDGS INLIXT13,771$54,1200.01%
267ALIBABA GROUP HLDG LTDBBAAY272$44,1700.01%
268CROWDSTRIKE HLDGS INCCRWD96$42,5020.01%
269ABBOTT LABSABLZF342$41,4300.01%
270DENISON MINES CORPDNN15,000$39,9000.01%
271AUTOMATIC DATA PROCESSING INADP156$39,7960.01%
272SHERWIN WILLIAMS COSHW113$39,2060.01%
273WIPRO LTDWIT12,315$34,9750.01%
274RICHTECH ROBOTICS INCRR10,000$32,3000.01%
275PAYCHEX INCPAYX229$24,5990.00%
276BROWN & BROWN INCBRO214$16,9300.00%
277GOPRO INCGPRO10,000$14,1000.00%
278ROYAL BK CDA78008710269$11,5530.00%
279WIPRO LTDWIT2,164$5,6260.00%
280BP PLCBPPFF133$4,6750.00%
281EXPEDIA GROUP INCEXPE13$3,5380.00%
282EMERSON ELEC COEMR24$3,4850.00%
283CLEANSPARK INCCLSKW191$2,4370.00%