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CIK: 0001814234
Total reported value
$456.8M
$456.8M
134 檔
26.4%
The Q4 2025 SEC filing reveals that Atlas Private Wealth Advisors held a total portfolio value of $456.8M, covering 134 public equity positions.
Atlas Private Wealth Advisors executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 6 holdings and trimming 16 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 7.45% | +0.61% | +4.71% | |
| 2 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 6.15% | +0.49% | +8.39% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.40% | +0.57% | +14.56% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 4.93% | +0.59% | +11.31% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 4.29% | -1.58% | +12.19% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 4.00% | -0.95% | +8.18% | |
| 7 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 3.90% | +0.46% | +2.75% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.87% | +0.74% | +5.47% | |
| 9 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 3.62% | +0.17% | +5.84% | |
| 10 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 2.84% | -0.49% | -4.41% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.81% | +0.06% | -1.16% | |
| 12 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 2.81% | +0.60% | +12.18% | |
| 13 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.67% | +0.12% | +7.09% | |
| 14 | CWI | State Street Spdr Msci Acwi | ETF-Other | 2.59% | +0.30% | +10.03% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.50% | +0.14% | +2.99% | |
| 16 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 2.38% | +0.21% | +8.95% | |
| 17 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 2.35% | -1.71% | +7.41% | |
| 18 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-Large Cap & Growth | 2.05% | -0.42% | -6.55% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 2.04% | -0.25% | +8.78% | |
| 20 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 2.02% | -0.23% | -8.99% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 1.99% | -1.61% | +7.84% | |
| 22 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.12% | -0.24% | -1.53% | |
| 23 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.08% | +0.06% | +9.99% | |
| 24 | OBND | Ss Loomis Sayles Op Bond ETF | ETF-Other | 1.05% | -0.01% | +8.65% | |
| 25 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.04% | +0.22% | +6.79% | |
| 26 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.98% | -0.10% | -12.18% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.90% | -0.04% | +0.69% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.04% | -1.31% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.02% | +42.93% | |
| 30 | YEAR | AB Ultra Short Income ETF | ETF-Other | 0.72% | -0.16% | -38.89% | |
| 31 | FMHI | First Trust Municipal High I | ETF-Other | 0.71% | -0.09% | +0.89% | |
| 32 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.63% | +0.07% | -0.90% | |
| 33 | XT | Ishar Fture Exp Tech Etf-usd | ETF-Tech | 0.63% | +0.22% | +8.93% | |
| 34 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-Tech | 0.60% | -0.02% | -22.57% | |
| 35 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.55% | -0.04% | -8.17% | |
| 36 | ROBT | First Trust Nasdaq Artificia | ETF-Tech | 0.55% | +0.18% | +6.99% | |
| 37 | PFM | Invesco Dividend Achievers E | ETF-Other | 0.54% | -0.02% | -5.05% | |
| 38 | HDV | Ishares Core High Dividend E | ETF-Other | 0.54% | -0.05% | +0.71% | |
| 39 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.03% | -0.57% | |
| 40 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 0.52% | -0.01% | -3.47% | |
| 41 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 0.48% | +0.13% | +14.17% | |
| 42 | HIMU | Ishares High Yild Muni A ETF | ETF-Other | 0.43% | -0.04% | +1.87% | |
| 43 | XLK | Ss Technology Select Sector | ETF-Tech | 0.38% | +0.10% | +101.66% | |
| 44 | PFF | Ishares Preferred & Income S | ETF-Other | 0.37% | -0.03% | -3.07% | |
| 45 | ARKK | Ark Innovation ETF | ETF-Other | 0.35% | +0.03% | +6.27% | |
| 46 | FMB | First Trust Managed Municipa | ETF-Other | 0.35% | -0.05% | -2.02% | |
| 47 | NVDA | Nvidia CORP | Stock-Tech | 0.32% | +0.01% | -8.02% | |
| 48 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.31% | +0.01% | +27.42% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.04% | -0.74% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.29% | -0.02% | -1.12% |
According to official SEC Form 13F filings, Atlas Private Wealth Advisors reported a total U.S. public equity portfolio value of $456.8M across 134 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPMD, SPDW, SPY) accounted for 26.4% of total reported equity market value during Q4 2025.
Top New Position Initiated
MU
市值: $244.9K
Top Position Liquidated / Trimmed
QUAL
前期市值: $482.8K
During Q4 2025, Atlas Private Wealth Advisors's top holdings by market value included SPMD (7.5%)、SPDW (6.2%)、SPY (5.4%). The largest single position, SPMD, represented 7.5% of total portfolio value.
In Q4 2025, Atlas Private Wealth Advisors made 50 total portfolio adjustments, initiating 5 new buys, adding to 23 positions, trimming 16 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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