Atlas Legacy Advisors, LLC
•CIK: 2054111•Filing: Q4 2025
**Atlas Legacy Advisors, LLC** manages $571M across a diversified portfolio of 192 positions. The strategy exhibits a significant allocation to core U.S. equity indices, notably holding IYW at $47.6M and VOO at $41.6M. Further concentration is evident in major technology and growth names, with combined top-ten holdings exceeding $200M, including AAPL ($16.4M) and MSFT ($11.7M). This structure suggests a systematic, large-cap growth orientation within the current market cycle.
Total AUM
$569.6M
+ $1.3M in options
QoQ Performance
+10.0%
Positions
126
+ 8 options
Top 10 Concentration
41.5%
Latest Filing
Q4 2025
Top Holdings Allocation
IYW
VOO
IVV
IYW8.3%
VOO7.3%
IVV6.4%
QQQM4.1%
RWL3.7%
AAPL2.9%
IWR2.4%
VGT2.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other65.9%
ETF14.9%
Technology10.8%
Consumer3.3%
Financial2.9%
Healthcare1.0%
Industrial0.5%
Materials0.3%
🚪 Exited Positionssold since Q3 2025
+21 more exited positions
Changes from Q3 2025
NEW14 new positions
↑133 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024