Titelia

Holdings of Atlas Legacy Advisors, LLC

175 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 43.5 % of the equity sleeve

Sector breakdown

  • Funds 29.2 %
  • Technology 6.9 %
  • Financials 3.6 %
  • Consumer discretionary 2.3 %
  • Communication 2.3 %
  • Industrials 1.6 %
  • Health care 1.2 %
  • Consumer staples 0.8 %
  • Energy 0.5 %
  • Materials 0.1 %
  • Utilities 0.1 %
  • Unattributed 51.4 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.7 %
  • TW 0.1 %
  • GB 0.1 %
  • NL 0.0 %
  • IN 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US171532.3M $99.74 %
2TW1574.3K $0.11 %
3GB1496.8K $0.09 %
4NL1249.1K $0.05 %
5IN145.2K $0.01 %

Positions

RankCompanySharesValueWeight
1iShares U.S. Technology ETF 238,12543.3M $
2Vanguard S&P 500 ETF 62,66037.4M $
3iShares Core S&P 500 ETF 51,23233.5M $
4INVESCO EXCHANGE-TRADED FUND TRUST II 97,38823.1M $
5Invesco S&P 500 Revenue ETF 198,20622.8M $
6iShares MSCI Emerging Markets ETF 373,08921.2M $
7iShares Trust 147,01614.3M $
8Vanguard Information Technology ETF 25,12013.1M $
9Apple Inc 48,79512.4M $
10iShares Core MSCI EAFE ETF 124,49811.3M $
11iShares California Muni Bond ETF 198,26211.3M $
12Vanguard World Fund 39,91310.9M $
13Vanguard High Dividend Yield E 72,81310.8M $
14Invesco S&P 500 Equal Weight ETF 52,72810.1M $
15State Street SPDR S&P 500 ETF Trust 15,0829.8M $
16Invesco S&P MidCap Momentum ET 58,4318.5M $
17Invesco Actively Managed Exchange-Traded Fund Trust 164,3217.7M $
18iShares Core S&P Mid-Cap ETF 112,0877.6M $
19Microsoft Corp 19,8137.4M $
20iShares Core S&P Small-Cap ETF 57,5437.2M $
21JPMorgan Ultra-Short Income ETF 137,8887M $
22Invesco RAFI Emerging Markets 254,0866.9M $
23iShares ESG Aware MSCI USA ETF 48,0446.8M $
24NVIDIA Corp 38,5286.8M $
25Alphabet Inc 22,6606.5M $
26Ishares Inc 63,9875M $
27Vanguard Total Stock Market ETF 15,4905M $
28Amazon.com Inc 22,8484.8M $
29iShares Core MSCI Total International Stock ETF 55,3764.8M $
30State Street SPDR Portfolio Long Term Treasury ETF 177,9374.7M $
31iShares MSCI EAFE ETF 47,2814.6M $
32JPMorgan Chase & Co 14,7524.3M $
33VANGUARD ADMIRAL FDS INC 35,5164.1M $
34Vanguard Total International S 50,1633.9M $
35Tesla Inc 10,3313.8M $
36JPMorgan Small & Mid Cap Enhanced Equity ETF 52,8873.5M $
37Vanguard Small-Cap ETF 13,3073.5M $
38SELECT SECTOR SPDR TRUST (THE) 23,7153.2M $
39Allstate Corp/The 15,3333.2M $
40Capital Group Growth ETF 72,6642.9M $
41Alphabet Inc 9,6752.8M $
42Vanguard Real Estate ETF 31,3012.8M $
43Capital Group Dividend Value ETF 63,2522.7M $
44First Trust Value Line Dividen 57,1922.7M $
45Vanguard International Equity Index Funds 47,9162.6M $
46iShares Trust 37,5062.6M $
47Vanguard FTSE Developed Markets ETF 37,1962.4M $
48Vanguard Growth ETF 5,3432.3M $
49iShares Core High Dividend ETF 16,0872.2M $
50Berkshire Hathaway Inc 32.2M $
51iShares Broad USD High Yield Corporate Bond ETF 52,1181.9M $
52Capital Group International Focus Equity ETF 63,3051.9M $
53Berkshire Hathaway Inc 3,8881.9M $
54Palantir Technologies Inc 12,3891.8M $
55Meta Platforms Inc 3,0651.8M $
56Vanguard Value ETF 8,8491.7M $
57iShares Russell 2000 Value ETF 8,7531.7M $
58Broadcom Inc 5,1851.6M $
59Costco Wholesale Corp 1,6331.6M $
60iShares Select Dividend ETF 9,9511.5M $
61Invesco S&P 500 High Dividend Low Volatility ETF 30,2921.5M $
62Cencora Inc 4,5931.4M $
63Invesco Russell 1000 Dynamic Multifactor ETF 23,3761.4M $
64WW Grainger Inc 1,2881.4M $
65iShares MSCI USA Min Vol Factor ETF 14,8541.4M $
66Home Depot Inc/The 4,1381.4M $
67Select Sector Spdr Trust 21,6631.3M $
68Vanguard Mid-Cap ETF 4,5201.3M $
69Walmart Inc 10,3641.3M $
70Goldman Sachs Access Treasury 0-1 Year ETF 12,7651.3M $
71Morgan Stanley 7,6471.3M $
72Invesco QQQ Trust Series 1 2,1461.2M $
73Invesco DB Commodity Index Tracking Fund 40,7201.2M $
74Analog Devices Inc 3,7001.2M $
75iShares Core MSCI Emerging Markets ETF 15,8561.1M $
76ARK ETF Trust 15,4161.1M $
77Eli Lilly & Co 1,1451.1M $
78SELECT SECTOR SPDR TRUST (THE) 9,3731M $
79Motorcar Parts of America Inc 93,4431M $
80Exxon Mobil Corp 6,0651M $
81Oracle Corp 6,9381M $
82Aflac Inc 9,2691M $
83VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 4,6571M $
84Goldman Sachs Group Inc/The 1,1841M $
85iShares Trust 13,119990.4K $
86Advanced Micro Devices Inc 4,811988.9K $
87Mastercard Inc 1,975986.9K $
88Phillips 66 5,190945.4K $
89Chevron Corp 4,459922K $
90iShares MSCI Emerging Markets Min Vol Factor ETF 14,019907.5K $
91Invesco California AMT-Free Municipal Bond ETF 37,451894K $
92INVESCO EXCHANGE-TRADED FUND TRUST II 31,815893.4K $
93Invesco RAFI Developed Markets ex-U.S. ETF 12,444869.8K $
94McDonald's Corp. 2,699838.6K $
95General Dynamics Corp 2,402824.4K $
96iShares U.S. Real Estate ETF 8,670821K $
97TJX Cos Inc/The 4,920785.6K $
98RTX Corp 4,068784K $
99Vanguard Index Funds 2,547769.8K $
100Johnson & Johnson 3,101756.2K $