Atlas Legacy Advisors, LLC filed a Form 13F-HR with the Securities and Exchange Commission on November 10, 2026, disclosing its equity holdings as of September 30, 2026. The filing reports that the firm held 331 separate equity positions at the end of the third quarter.
The filing lists Nuveen, LLC and Invesco Ltd. as the top two institutional filers referenced within the report. The portfolio includes a mix of large-cap technology companies, such as Microsoft Corporation, Apple Inc., NVIDIA Corporation, and Alphabet Inc. Class A and Class C shares. The filing also includes positions in consumer staples like Procter & Gamble Co., Coca-Cola Co., and PepsiCo Inc., as well as financial institutions including JPMorgan Chase & Co. and Mastercard Incorporated.
Atlas Legacy Advisors holds significant exposure to exchange-traded funds, including shares in the Invesco Exchange Traded Fund Trust series, the iShares Core S&P 500 ETF, and various Vanguard Index Funds. The report also lists specific positions in companies such as Tesla Inc., UnitedHealth Group Inc., and Broadcom Inc.
