Universe · entity
ATLAS CAPITAL ADVISORS INC.
Institutional manager (13F) · CIK 1434165
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $507M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | Procter Gamble Co | $39M | 271,681 |
| 2 | Vanguard European Stock ETF | $39M | 470,532 |
| 3 | Palomar Holdings Inc | $22M | 181,634 |
| 4 | Apple Inc | $17M | 67,432 |
| 5 | SPDR Emerging Market ETF | $17M | 357,358 |
| 6 | SPDR S P Info Technology ETF | $15M | 115,459 |
| 7 | iShares MSCI Emerging Mkts Ex China ETF | $14M | 181,109 |
| 8 | iShares Edge MSCI Intl ETF | $12M | 256,678 |
| 9 | Microsoft Corp | $12M | 31,368 |
| 10 | Alphabet Inc A | $11M | 39,584 |
| 11 | JP Morgan Betabuilders Dev Asia Ex-Jpn ETF | $11M | 185,469 |
| 12 | Vanguard Ftse Pacific ETF | $11M | 111,410 |
| 13 | Vanguard Ftse All-Wld Ex-US Small Cap ETF | $11M | 74,611 |
| 14 | iShares Edge MSCI Intl Value Factor ETF | $11M | 270,387 |
| 15 | Vanguard Mid-Cap Value ETF | $11M | 57,318 |
| 16 | JP Morgan Betabuilders Canada ETF | $10M | 110,848 |
| 17 | Amazon Com Inc | $10M | 45,913 |
| 18 | Vanguard Information Technology ETF | $9M | 13,313 |
| 19 | SPDR S P Industrials ETF | $9M | 56,429 |
| 20 | SPDR Communications Services ETF | $9M | 82,321 |
| 21 | SPDR S P Financial ETF | $9M | 184,456 |
| 22 | Alphabet Inc C | $9M | 31,728 |
| 23 | SPDR Developed World Ex-US ETF | $9M | 198,510 |
| 24 | Fidelity MSCI Information Tech ETF | $9M | 43,388 |
| 25 | Schwab Intl Small-Cap Equity ETF | $9M | 192,171 |
| 26 | Vanguard Small Cap Value ETF | $9M | 40,283 |
| 27 | Vanguard Health Care ETF | $9M | 31,836 |
| 28 | SPDR S P 500 ETF | $8M | 12,307 |
| 29 | Vanguard Short-Term Tips ETF | $8M | 158,199 |
| 30 | iShares MSCI EAFE Value ETF | $8M | 102,270 |
| 31 | Vanguard Total World Stock ETF | $8M | 54,963 |
| 32 | Vanguard Communications Services ETF | $7M | 40,597 |
| 33 | Visa Inc | $7M | 24,126 |
| 34 | Vanguard Financials ETF | $7M | 60,063 |
| 35 | SPDR Blmbg Barclays 1-3 Mth T-Bill ETF | $7M | 78,020 |
| 36 | Franklin Ftse Japan ETF | $7M | 194,714 |
| 37 | Vanguard Intermediate Treasury ETF | $7M | 114,075 |
| 38 | Invesco SP500 EqlWt Tech ETF | $7M | 144,207 |
| 39 | iShares MSCI US Momentum ETF | $6M | 25,716 |
| 40 | Regeneron Pharmaceuticals Inc | $6M | 7,758 |
| 41 | Vanguard Total Stock Market ETF | $6M | 18,473 |
| 42 | Vanguard Value ETF | $6M | 30,023 |
| 43 | iShares S P 500 ETF | $6M | 8,820 |
| 44 | Costco Wholesale Corp | $6M | 5,567 |
| 45 | Vanguard Emerging Markets ETF | $5M | 100,773 |
| 46 | Berkshire Hathaway Inc | $5M | 11,056 |
| 47 | Fidelity MSCI Consumer Staples ETF | $5M | 87,474 |
| 48 | Vanguard S P 500 ETF | $4M | 7,435 |
| 49 | Micron Technology Inc | $4M | 13,085 |
| 50 | Fidelity MSCI Consumer Discretionary ETF | $4M | 47,271 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.