Atlas Legacy Advisors, LLC

RIA/Wealth

Atlas Legacy Advisors, LLC is a RIA/Wealth based in Los Angeles, CA led by Marc M Rosenbach, reporting $629.8M in AUM as of Q3 2025 with 73% ETF concentration.

FounderMarc M Rosenbach

Portfolio Value: $517.9M
Positions: 197
Top Holding: IYW at 8.07%
Last Reported: Q3 2025

Address1999 Avenue Of The Stars, Suite 3350, Los Angeles, CA, 90067, United States

Top Holdings

Largest long holdings in Atlas Legacy Advisors, LLC's portfolio (40.8% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 iShares U.S. Technology IYW	ETF ETF	$41.8M	8.07%	-$1.8M Sold	— 213.3K shares	Q4 2024 Held for 11 months
2 Vanguard S&P 500 ETF VOO	ETF ETF	$37.3M	7.20%	+$1.1M Bought	— 60.9K shares	Q4 2024 Held for 11 months
3 iShares Core S&P 500 ETF IVV	ETF ETF	$31.2M	6.03%	-$1.0M Sold	— 46.7K shares	Q4 2024 Held for 11 months
4 Invesco NASDAQ 100 ETF QQQM	ETF ETF	$20.4M	3.94%	+$210.5K Bought	— 82.6K shares	Q1 2025 Held for 8 months
5 RWL Invesco S&P 500 Revenue ETF RWL	ETF ETF	$17.8M	3.43%	+$585.9K Bought	— 160.7K shares	Q1 2025 Held for 8 months
6 Apple AAPL	Consumer Electronics Technology	$14.5M	2.80%	+$4.0M Bought	0.00% 56.9K shares	Q4 2024 Held for 11 months
7 iShares Russell Mid-Cap ETF IWR	ETF ETF	$12.4M	2.40%	-$732.5K Sold	— 128.5K shares	Q4 2024 Held for 11 months
8 Microsoft MSFT	Software - Infrastructure Technology	$12.2M	2.36%	+$3.1M Bought	0.00% 23.6K shares	Q4 2024 Held for 11 months
9 Vanguard Information Technology VGT	ETF ETF	$12.2M	2.35%	+$126.2K Bought	— 16.3K shares	Q4 2024 Held for 11 months
10 iShares California Muni Bond CMF	ETF ETF	$11.4M	2.21%	-$175.7K Sold	— 200.7K shares	Q4 2024 Held for 11 months

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Atlas Legacy Advisors, LLC's latest filing

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GthenC

Market Value

$517.9M

Prior: $453.9M

Q/Q Change

+14.1%

+$64.0M

Net Flows % of MV

+5.27%

Turnover Ratio

5.92%

New Purchases

24 stocks

$6.9M

Added To

99 stocks

+$37.1M

Sold Out Of

5 stocks

$1.5M

Reduced Holdings

61 stocks

-$15.2M

Increased Positions

Position	Shares Δ	Change
1 Capital Group International Equity CGIE	New	0 → 32.5K +$1.1M
2 BABA Alibaba Group Holding Limited BABA	New	0 → 3.0K +$544.4K
3 Uber Technologies UBER	New	0 → 3.4K +$330.8K
4 Thermo Fisher Scientific TMO	New	0 → 629.0 +$305.1K
5 International Business Machines IBM	New	0 → 1.1K +$304.5K

Decreased Positions

Position	Shares Δ	Change
1 iShares Core U.S. Aggregate Bond AGG	Sold	4.7K → 0 −$465.5K
2 iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB	Sold	5.1K → 0 −$271.2K
3 iShares Russell 2000 IWM	Sold	1.2K → 0 −$258.7K
4 Invesco National AMT-Free Municipal Bond PZA	Sold	11.2K → 0 −$250.0K
5 Vanguard Short-Term Bond BSV	Sold	2.7K → 0 −$216.0K