Atlas Legacy Advisors, LLC

Registered adviser

CIK

2054111

Location

LOS ANGELES, CA

Portfolio Value

Small $678,793,114

Diversification

Diversified

Reports for

Invesco Ltd.

Filing Date

Global Rank

#3,207 / 8,818 ▲ 302

Top Industry

Asset Management 26.7%

Period ended 4 months ago

Filed Jul 31, 2026 · 3mo

7 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 329888

Roster of Oct 1, 2026

Regulatory AUM

$715,008,713

Main clients

Individuals and high net worth (92% of AUM)

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$715,008,713	Individuals and high net worth (92%)
Apr 2025 to Mar 2026	$629,843,436	Individuals and high net worth (92%)
Jul 2024 to Mar 2025	$586,055,511	Individuals and high net worth (92%)
Mar 2024 to Jun 2024	$0	—

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 67.9% of the book (60%+)

Turnover

Low turnover

13.1% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.7 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 69.1%; sector active share 56.7% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

207 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.6%

−2.6 pts

Top 5

56.5%

−3.2 pts

Top 10

67.9%

−2.1 pts

HHI

814

Diversified−124

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	68.1%	$462,306,208	89
Financial Services	12.7%	$86,313,848	26
Technology	8.8%	$59,788,054	27
Communication Services	2.8%	$18,712,534	6
Consumer Cyclical	2.7%	$18,242,719	10
Healthcare	1.6%	$10,695,087	13
Industrials	1.5%	$10,254,366	17
Consumer Defensive	0.8%	$5,714,618	9
Energy	0.5%	$3,603,110	5
Basic Materials	0.4%	$2,845,985	4
Utilities	0.0%	$316,585	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	+121,880	147,000	$17,569,439
—		+48,693	64,780	$1,775,619
INMD	InMode Ltd.	+28,000	122,749	$1,794,590
VUG	VANGUARD GROWTH INDEX FUND	+25,514	30,857	$2,658,021
CGGR	Capital Group Growth ETF	+22,457	95,121	$4,489,711
EEM	iShares MSCI Emerging Markets ETF	+14,418	387,507	$26,509,353
NVDA	Nvidia Corp	+14,152	52,680	$10,540,741
PXH	Invesco RAFI Emerging Markets ETF	+13,941	268,027	$7,472,592
VO	VANGUARD MID-CAP INDEX FUND	+13,141	17,661	$1,422,946
AAPL	Apple Inc.	+12,356	61,151	$17,694,653
EFA	iShares MSCI EAFE ETF	+10,987	58,268	$6,052,879
IYW	iShares, Inc.	+8,047	246,172	$62,091,963
AMZN	Amazon Com Inc	+7,462	30,310	$7,224,085
—		+7,174	22,590	$1,825,723
GOOG	Alphabet Inc.	+7,080	29,740	$10,508,033
MS	Morgan Stanley	+6,160	13,807	$2,886,215
GTO	Invesco Total Return Bond ETF	+5,279	169,600	$7,949,152
DVY	iShares Select Dividend ETF	+4,985	14,936	$2,334,496
MSFT	Microsoft Corp	+4,957	24,770	$9,239,704
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	+4,857	28,572	$5,443,537
ALL	Allstate Corp	+4,717	20,050	$4,770,696
JPST	JPMorgan Ultra-Short Income ETF	+3,747	141,635	$7,162,481
XLE	State Street(R) Energy Select Sector SPDR(R) ETF	+3,729	25,392	$1,348,569
IEFA	iShares Core MSCI EAFE ETF	+3,700	128,198	$12,381,362
JPM	Jpmorgan Chase & Co	+3,670	18,422	$6,030,072
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
QQQM	Invesco Ltd.	−8,045	89,343	$27,068,248
ACWX	iShares MSCI ACWI ex U.S. ETF	−2,929	34,577	$2,631,655
CGDV	Capital Group Dividend Value ETF	−2,578	60,674	$2,990,014
GBIL	Goldman Sachs ETF Trust	−1,493	11,272	$1,129,003
AMD	Advanced Micro Devices Inc	−1,183	3,628	$2,107,540
EWJ	iShares MSCI Japan ETF	−1,182	5,809	$541,805
IEMG	iShares Trust	−771	15,085	$1,249,641
PXF	Invesco RAFI Developed Markets ex-U.S. ETF	−693	11,751	$888,845
HON	Honeywell International Inc	−685	922	$206,435
MUB	iShares National Muni Bond ETF	−650	3,729	$401,314
CGIE	Capital Group International Equity ETF	−576	34,974	$1,286,343
SMMU	PIMCO Short Term Municipal Bond Active Exchange-Traded Fund	−574	4,363	$220,331
DBC	Invesco DB Commodity Index Tracking Fund	−495	40,225	$1,072,398
—		−448	2,144	$209,254
PTH	Invesco Dorsey Wright Healthcare Momentum ETF	−387	5,964	$356,408
BR	Broadridge Financial Solutions, Inc.	−308	3,226	$441,800
MUNI	PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund	−306	6,883	$362,045
VGLT	VANGUARD LONG-TERM TREASURY INDEX FUND	−261	5,363	$295,930
FVD	First Trust Value Line Dividend Index Fund	−257	56,935	$2,743,128
ICE	Intercontinental Exchange, Inc.	−229	3,623	$446,027
C	Citigroup Inc	−225	2,531	$354,238
CGXU	Capital Group International Focus Equity ETF	−212	63,093	$2,184,279
—		−106	7,617	$365,387
EEMV	iShares MSCI Emerging Markets Min Vol Factor ETF	−103	13,916	$1,047,596
EMB	iShares J.P. Morgan USD Emerging Markets Bond ETF	−91	3,364	$324,424
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
INTC	Intel Corp	6,135	$856,629
TFPM	Triple Flag Precious Metals Corp.	25,000	$749,250
GLDM	World Gold Trust	7,640	$606,768
LRCX	Lam Research Corp	1,242	$538,195
PANW	Palo Alto Networks Inc	1,463	$498,911
SNDK	Sandisk Corp	207	$470,662
SPCX	Space Exploration Technologies Corp	2,534	$432,959
EWY	iShares Trust	1,821	$367,659
WDC	Western Digital Corp	571	$364,708
STIP	iShares 0-5 Year TIPS Bond ETF	3,424	$349,795
DELL	Dell Technologies Inc.	773	$333,518
CL	Colgate Palmolive Co	3,606	$330,598
IBM	International Business Machines Corp	1,131	$318,048
ETN	Eaton Corp plc	722	$307,658
KLAC	Kla Corp	988	$298,088
SBUX	Starbucks Corp	2,875	$293,795
NVS	Novartis AG	1,788	$280,215
DAL	Delta Air Lines, Inc.	2,958	$277,045
DIS	Walt Disney Co	2,872	$276,429
VOT	VANGUARD MID-CAP GROWTH INDEX FUND	693	$212,265
EXPE	Expedia Group, Inc.	816	$208,797
MDLZ	Mondelez International, Inc.	3,607	$208,628
SAN	Banco Santander, S.A.	13,492	$186,189
LYG	Lloyds Banking Group plc	14,074	$82,050
GOSS	Gossamer Bio, Inc.	12,008	$1,981
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
SPGI	S&P Global Inc.	1,128	$479,783
LMT	Lockheed Martin Corp	432	$261,096
ACN	Accenture plc	1,287	$255,199
CMS	Cms Energy Corp	2,794	$216,757
BMY	Bristol Myers Squibb Co	3,569	$216,459
TMO	Thermo Fisher Scientific Inc.	430	$211,357
WIT	Wipro Ltd	21,341	$45,242
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

207 tracked positions · $678,793,114 total · filing declares 319 positions · $677,545,809 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 207 positions by value · page 1 of 5

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
IYW	iShares, Inc.	Added	246,172	+8,047	$62,091,963	+43.7%	7	before history	9.15%
VOO	VANGUARD 500 INDEX FUND	Added	63,587	+927	$43,672,187	+16.6%	7	before history	6.43%
IVV	iShares Core S&P 500 ETF	Added	53,317	+2,085	$39,928,567	+19.3%	7	before history	5.88%
QQQM	Invesco Ltd. Financial Services	Reduced	89,343	-8,045	$27,068,248	+17.0%	6	$215.85	3.99%
EEM	iShares MSCI Emerging Markets ETF	Added	387,507	+14,418	$26,509,353	+25.1%	7	before history	3.91%
RWL	Invesco Ltd. Financial Services	Added	201,381	+3,175	$25,728,436	+13.0%	6	$104.10	3.79%
AAPL	Apple Inc. Technology	Added	61,151	+12,356	$17,694,653	+42.9%	7	before history	2.61%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Added	147,000	+121,880	$17,569,439	—	7	before history	2.59%
IWR	iShares Russell Mid-Cap ETF	Added	149,304	+2,288	$16,471,216	+15.2%	7	before history	2.43%
IEFA	iShares Core MSCI EAFE ETF	Added	128,198	+3,700	$12,381,362	+9.9%	6	unpriced	1.82%
VHT	VANGUARD HEALTH CARE INDEX FUND	Added	40,787	+874	$12,195,720	—	7	before history	1.80%
SPY	Spdr S&P 500 ETF Trust	Added	15,593	+511	$11,644,384	+18.7%	7	before history	1.72%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Reduced	72,780	-33	$11,501,423	+6.7%	7	before history	1.69%
CMF	iShares California Muni Bond ETF	Reduced	198,228	-34	$11,425,861	+1.4%	7	before history	1.68%
RSP	Victory Portfolios II	Added	53,336	+608	$11,348,300	+12.1%	7	before history	1.67%
NVDA	Nvidia Corp Technology	Added	52,680	+14,152	$10,540,741	+56.9%	7	before history	1.55%
GOOG	Alphabet Inc. Communication Services	Added	29,740	+7,080	$10,508,033	+61.7%	7	before history	1.55%
XMMO	Victory Portfolios II	Added	59,242	+811	$10,079,433	+19.0%	7	before history	1.48%
MSFT	Microsoft Corp Technology	Added	24,770	+4,957	$9,239,704	+26.0%	7	before history	1.36%
IJH	iShares Core S&P Mid-Cap ETF	Added	113,600	+1,513	$8,759,696	+15.7%	7	before history	1.29%
IJR	iShares Core S&P Small-Cap ETF	Added	58,894	+1,351	$8,734,569	+22.1%	7	before history	1.29%
ESGU	iShares ESG Aware MSCI USA ETF	Added	50,505	+2,461	$8,266,153	+21.7%	7	before history	1.22%
GTO	Invesco Total Return Bond ETF	Added	169,600	+5,279	$7,949,152	+3.3%	6	$46.82	1.17%
PXH	Invesco RAFI Emerging Markets ETF	Added	268,027	+13,941	$7,472,592	+9.3%	7	before history	1.10%
AMZN	Amazon Com Inc Consumer Cyclical	Added	30,310	+7,462	$7,224,085	+51.8%	7	before history	1.06%
JPST	JPMorgan Ultra-Short Income ETF	Added	141,635	+3,747	$7,162,481	+2.6%	7	before history	1.06%
EMXC	iShares MSCI Emerging Markets ex China ETF	Reduced	63,959	-28	$6,543,005	+30.0%	7	before history	0.96%
ESGV	VANGUARD ESG U.S. STOCK ETF	Added	47,899	+304	$6,334,163	—	7	before history	0.93%
EFA	iShares MSCI EAFE ETF	Added	58,268	+10,987	$6,052,879	+31.8%	7	before history	0.89%
JPM	Jpmorgan Chase & Co Financial Services	Added	18,422	+3,670	$6,030,072	+39.0%	7	before history	0.89%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	15,406	-84	$5,700,836	+14.7%	7	before history	0.84%
XLK	State Street(R) Technology Select Sector SPDR(R) ETF	Added	28,572	+4,857	$5,443,537	+72.7%	7	before history	0.80%
IXUS	iShares Core MSCI Total International Stock ETF	Added	55,769	+393	$5,322,593	+10.9%	5	unpriced	0.78%
TSLA	Tesla, Inc. Consumer Cyclical	Added	11,836	+1,505	$4,978,221	+29.6%	7	before history	0.73%
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	Added	37,075	+1,559	$4,834,579	—	7	before history	0.71%
ALL	Allstate Corp Financial Services	Added	20,050	+4,717	$4,770,696	+50.1%	7	before history	0.70%
SPTL	State Street(R) SPDR(R) Portfolio Long Term Treasury ETF	Added	180,147	+2,210	$4,725,255	+1.0%	6	$26.62	0.70%
GOOGL	Alphabet Inc. Communication Services	Added	12,658	+2,983	$4,523,588	+62.6%	7	before history	0.67%
CGGR	Capital Group Growth ETF	Added	95,121	+22,457	$4,489,711	+53.7%	7	before history	0.66%
VXUS	Vanguard Total International Stock ETF	Added	50,413	+250	$4,309,807	+11.4%	7	before history	0.63%
JMEE	JPMorgan Small & Mid Cap Enhanced Equity ETF	Added	54,691	+1,804	$4,267,538	+20.9%	6	$60.63	0.63%
VB	Vanguard Index Funds	Reduced	13,249	-58	$4,016,036	+15.2%	7	before history	0.59%
VNQ	VANGUARD REAL ESTATE INDEX FUND	Added	31,306	+5	$3,018,837	+8.7%	7	before history	0.44%
CGDV	Capital Group Dividend Value ETF	Reduced	60,674	-2,578	$2,990,014	+11.1%	7	before history	0.44%
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	Added	49,548	+1,632	$2,957,520	+14.2%	7	before history	0.44%
AVGO	Broadcom Inc. Technology	Added	7,644	+2,459	$2,887,520	+79.9%	7	before history	0.43%
MS	Morgan Stanley Financial Services	Added	13,807	+6,160	$2,886,215	+129.3%	7	before history	0.43%
VEA	Vanguard FTSE Developed Markets ETF	Added	39,655	+2,459	$2,825,418	+18.5%	7	before history	0.42%
FVD	First Trust Value Line Dividend Index Fund	Reduced	56,935	-257	$2,743,128	+2.0%	7	before history	0.40%
VUG	VANGUARD GROWTH INDEX FUND	Added	30,857	+25,514	$2,658,021	+13.9%	7	before history	0.39%

Showing the top 50 of 207 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.