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Livermore
Livermore
ZHEN

Atlas Legacy Advisors, LLC

SEC CIK
0002054111
Latest filing
Jul 31, 2026

The latest 13F from Atlas Legacy Advisors, LLC covers Q2 2026 (filed Jul 31, 2026): 208 long positions worth $675.5M. The top 10 holdings make up 42.7% of the portfolio, and the largest is iShares Tr at 9.2%. Livermore has 7 filings on Form 13F from this institution, going back to Q4 2024.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
27
Est. +$9.11M
Added
131
Est. +$44.4M
Reduced
41
Est. −$11.3M
Sold out
8
Est. −$2.05M

Top 5 holdings

Share of this quarter's portfolio value

  1. iShares Tr464287721
    9.2%$61.8M
  2. Vanguard S&P 500 ETF922908363
    6.5%$43.7M
  3. iShares Core S&P 500 ETF464287200
    5.9%$39.9M
  4. Invesco Nasdaq 100 ETF46138G649
    4.0%$27.1M
  5. iShares Tr464287234
    3.9%$26.5M

Share of portfolio

Top 5 holdings and the other 203 positions, by share of portfolio value

  1. iShares Tr9.2%
  2. Vanguard S&P 500 ETF6.5%
  3. iShares Core S&P 500 ETF5.9%
  4. Invesco Nasdaq 100 ETF4.0%
  5. iShares Tr3.9%
  6. Other 203 positions70.5%

Biggest buys

New and added positions, by estimated amount bought

  1. AAPLApple Inc.
    +$3.48MAddedHistory
  2. NVDANVIDIA Corp
    +$2.75MAddedHistory
  3. GOOGAlphabet Inc.
    +$2.45MAddedHistory
  4. iShares Tr464287721
    +$2.02MAdded
  5. MSFTMicrosoft Corp
    +$1.94MAddedHistory

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. iShares Tr464287721
    +1.24 pp7.9% → 9.2%
  2. GOOGAlphabet Inc.
    +0.33 pp1.2% → 1.5%History
  3. AAPLApple Inc.
    +0.28 pp2.3% → 2.5%History
  4. NVDANVIDIA Corp
    +0.28 pp1.2% → 1.5%History
  5. State Street Technology Select Sector SPDR ETF81369Y803
    +0.21 pp0.6% → 0.8%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. Vanguard Information Technology ETF92204A702
    −$6.49MReducedConverted for a 8-for-1 split
  2. Invesco Nasdaq 100 ETF46138G649
    −$2.44MReduced
  3. AMDAdvanced Micro Devices Inc
    −$571.9KReducedHistory
  4. SPGIS&P Global Inc.
    −$479.8KSold outHistory
  5. iShares Core High Dividend ETF46429B663
    −$429.1KReducedConverted for a 5-for-1 split

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. iShares Tr464288356
    −0.37 pp2.1% → 1.7%
  2. Vanguard High Dividend Yield Index ETF921946406
    −0.27 pp2.0% → 1.7%
  3. Invesco Nasdaq 100 ETF46138G649
    −0.22 pp4.2% → 4.0%
  4. iShares Core High Dividend ETF46429B663
    −0.14 pp0.4% → 0.3%
  5. SPGIS&P Global Inc.
    −0.09 pp0.1% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$675.5M
+$128.2M (+23.4%) vs. prior quarter
Positions
208
+19 vs. prior quarter
Top 10 concentration
42.7%
Top 10 as share of value
Turnover
2.2%
Q2 2026, one quarter
Average holding period
6.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2024), so positions held before then are understated.

13F filings by quarter

7 quarters, going back to Q4 2024. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $675.5M (Q2 2026)

Q4 2024: $412.8MQ1 2025: $393.6MQ2 2025: $453.9MQ3 2025: $517.9MQ4 2025: $569.6MQ1 2026: $547.3MQ2 2026: $675.5M
Q4 2024Q2 2026
13F filings of Atlas Legacy Advisors, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 31, 2026208$675.5MiShares TrVanguard S&P 500 ETFiShares Core S&P 500 ETFvs. Q1 2026SEC
Q1 2026May 11, 2026189$547.3MiShares TrVanguard S&P 500 ETFiShares Core S&P 500 ETFvs. Q4 2025SEC
Q4 2025Jan 29, 2026183$569.6MiShares TrVanguard S&P 500 ETFiShares Core S&P 500 ETFvs. Q3 2025SEC
Q3 2025Oct 30, 2025197$517.9MiShares TrVanguard S&P 500 ETFiShares Core S&P 500 ETFvs. Q2 2025SEC
Q2 2025Aug 6, 2025174$453.9MiShares TrVanguard S&P 500 ETFiShares Core S&P 500 ETFvs. Q1 2025SEC
Q1 2025May 7, 2025176$393.6MiShares TrVanguard S&P 500 ETFiShares Core S&P 500 ETFvs. Q4 2024SEC
Q4 2024Jan 31, 2025173$412.8MiShares TriShares Core S&P 500 ETFiShares Russell Midcap ETF–SEC