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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

Institutional Manager · CIK 0002054111

Atlas Legacy Advisors, LLC

Los Angeles, CA · File #028-24701

Latest AUM
$571.1M
Positions
283
Top-10 Concentration
52.3%
Filings
5

Sector Allocation

Financials
16.0%$91.3M
Technology
8.4%$48.2M
Healthcare
1.6%$8.9M
Industrials
0.8%$4.7M
Energy
0.5%$2.7M
Materials
0.3%$1.6M
Real Estate
0.0%$158,550

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES TR464287721233,670$46.7M10.50%
2VANGUARD INDEX FDS92290836366,339$41.6M9.36%
3ISHARES TR46428720053,146$36.4M8.19%
4INVESCO EXCH TRADED FD TR IIIVZ91,693$23.2M5.22%
5INVESCO EXCH TRADED FD TR IIIVZ182,893$20.9M4.71%
6ISHARES TR464287499141,755$13.6M3.07%
7APPLE INCAAPL50,062$13.6M3.06%
8VANGUARD WORLD FD92204A70216,745$12.6M2.84%
9ISHARES TR464288356213,047$12.2M2.75%
10VANGUARD WORLD FD92204A50439,218$11.3M2.54%
11ISHARES TR46432F842124,850$11.2M2.51%
12VANGUARD WHITEHALL FDS92194640670,750$10.2M2.28%
13INVESCO EXCHANGE TRADED FD TIVZ51,762$9.9M2.23%
14ISHARES TR464287234175,380$9.6M2.16%
15MICROSOFT CORPMSFT19,088$9.2M2.08%
16ALPHABET INCGOOG26,031$8.2M1.84%
17INVESCO EXCHANGE TRADED FD TIVZ56,782$7.9M1.77%
18ISHARES TR464287507113,141$7.5M1.68%
19INVESCO ACTIVELY MANAGED EXCIVZ149,784$7.1M1.60%
20ISHARES TR46435G42546,330$6.9M1.55%