Managers / Q3 2025 · view latest →
Atlas Legacy Advisors, LLC
CIK 0002054111 · 1999 AVENUE OF THE STARS, SUITE 3350, LOS ANGELES, CA, 90067 · 8052173055
Reported Value
$519M
Q3 2025
Positions
307
Filings on Record
6
2019–present window
Filed
Oct 30, 2025
original filing
Summary
Atlas Legacy Advisors, Llc reported $519M in U.S.-listed holdings across 307 positions for Q3 2025.
Its largest position, Ishares Tr, represents 8.0% of the portfolio.
Compared with Q2 2025, the fund opened 35 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
- ETP · 73.5% · $381M
- Common Stock · 25.3% · $131M
- Other · 0.8% · $4M
- ADR · 0.3% · $1M
- REIT · 0.1% · $263,221
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $550M | 300 | May 11, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $571M | 283 | Jan 29, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $519M | 307 | Oct 30, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $454M | 174 | Aug 6, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $394M | 176 | May 7, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $413M | 173 | Jan 31, 2025 | 13F-HR | changes · EDGAR ↗ |
Other Included Managers
This filing reports holdings on behalf of 1 additional manager.
- Invesco Ltd.028-11246
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.