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BRYAN MOLINAR

Atlas Legacy Advisors, Llc

Assets Managed
$549.639M
Holdings
195
Last Quarter
2026 - Q1
Filed Date
15d ago
Growth Rate
-3.75%(2Q avg: 3.19%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Atlas Legacy Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 195 positions.

Assets under management

The assets under management (AUM) of Atlas Legacy Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 549.639M in assets, with a quarterly growth rate of -3.75% and a 2-quarter average growth rate of 3.19%. The portfolio is managed by BRYAN MOLINAR, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IYW
Ishares Ustechnology Etf
Recent Activity
Decreased -0.06%
7.88%
$43.298M
238,125 shares@ $181.83 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -5.54%
6.82%
$37.442M
62,660 shares@ $597.55 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -4.6%
6.1%
$33.486M
51,232 shares@ $653.61 avg price
QQQM
Invesco Nasdaq 100 Etf
Recent Activity
Increased 6.22%
4.22%
$23.141M
97,388 shares@ $237.63 avg price
RWL
Invesco S&p 500 Revenue Etf
Recent Activity
Increased 8.38%
4.15%
$22.776M
198,206 shares@ $114.91 avg price
EEM
Ishares Msci Emerging Market
Recent Activity
Increased 112.74%
3.86%
$21.199M
373,089 shares@ $56.83 avg price
IWR
Ishares Russell Mid-cap Etf
Recent Activity
Increased 2.34%
2.61%
$14.301M
147,016 shares@ $97.28 avg price
VGT
Vanguard Info Tech Etf
Recent Activity
Increased 48.72%
2.38%
$13.074M
25,120 shares@ $520.46 avg price
AAPL
Apple Inc
Recent Activity
Decreased -20.56%
2.26%
$12.41M
48,795 shares@ $254.34 avg price
IEFA
Ishares Core Msci Eafe Etf
Recent Activity
Decreased -0.28%
2.06%
$11.277M
124,498 shares@ $90.59 avg price

1-10 of 195