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CIK: 0001535865
Total reported value
$10.3B
$10.3B
2111 檔
9.5%
As reported in its official Q2 2026 Form 13F filing, Atria Investments, Inc's tracked investment portfolio stood at $10.3B with 2111 total positions.
Atria Investments, Inc executed strategic sector rebalancing during Q2 2026, establishing 18 new positions while fully exiting 20 holdings and trimming 66 positions.
Showing top 200 holdings (of 2111 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.18% | +0.02% | +71.74% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.08% | -0.51% | +17.21% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 1.94% | +0.45% | +0.20% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 1.31% | +0.87% | -7.77% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.27% | -0.49% | +43.82% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.20% | +0.38% | -2.47% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 1.19% | +0.08% | +632.72% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 1.17% | -0.26% | +17.92% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.03% | +0.07% | -0.80% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.15% | -4.86% | |
| 11 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.93% | -0.05% | +5.15% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.90% | — | -3.18% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.90% | — | +44.54% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 0.89% | -0.03% | +6.93% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | — | +6.57% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.83% | +0.02% | +3.29% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.83% | -0.11% | -21.85% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.81% | -0.03% | +9.43% | |
| 19 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.76% | +0.07% | +5.92% | |
| 20 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 0.71% | -0.06% | +17.57% | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.69% | +0.29% | -5.83% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.69% | +0.01% | +0.40% | |
| 23 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.64% | -0.02% | +4.19% | |
| 24 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.64% | +0.09% | +28.76% | |
| 25 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.62% | +0.12% | -45.89% | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | — | -3.25% | |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.60% | -0.53% | -0.83% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.59% | -0.01% | -16.57% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.51% | -0.39% | -18.65% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.50% | +0.05% | +0.01% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.49% | +0.17% | -42.76% | |
| 32 | KORP | American Century Diversified | ETF-Other | 0.49% | -0.02% | +5.57% | |
| 33 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.48% | -0.29% | -3.65% | |
| 34 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.48% | -0.08% | -3.44% | |
| 35 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 0.48% | -0.04% | +26.00% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.48% | +0.03% | -11.71% | |
| 37 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.45% | -0.01% | +25.64% | |
| 38 | XLK | Ss Technology Select Sector | ETF-Tech | 0.44% | — | +17.20% | |
| 39 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.04% | -8.74% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.40% | -0.10% | +10.72% | |
| 41 | FSMD | Fidelity Small-mid Multifact | ETF-Other | 0.40% | -0.38% | -1.56% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | +0.02% | +1.33% | |
| 43 | CVX | Chevron CORP | Stock-Energy | 0.39% | +0.11% | -2.83% | |
| 44 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.38% | -0.08% | -18.21% | |
| 45 | MU | Micron Technology Inc | Stock-Tech | 0.38% | +0.04% | +13.40% | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.37% | -0.03% | +5.66% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | -0.05% | -2.10% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.34% | -0.01% | +15.18% | |
| 49 | PM | Philip Morris International | Stock-Consumer Staples | 0.32% | +0.05% | -7.04% | |
| 50 | QINT | American Century Qlty Diver | ETF-Other | 0.32% | +0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.4% | +71.74% | Add |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +43.82% | Add |
| 3 | VOO | Vanguard S&p 500 ETF | +0.4% | +17.21% | Add |
| 4 | QINT | American Century Qlty Diver | +0.3% | NEW | New buy |
| 5 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +44.54% | Add |
| 6 | VUG | Vanguard Growth ETF | +0.3% | +632.72% | Add |
| 7 | MU | Micron Technology Inc | +0.3% | +13.40% | Add |
| 8 | CORO | Ish Intl Ctry Rot Act ETF | +0.2% | +407.29% | Add |
| 9 | VV | Vanguard Large-cap ETF | +0.2% | +6903.59% | Add |
| 10 | EEM | Ishares Msci Emerging Market | +0.2% | +229.28% | Add |
| 11 | DFAE | Dimensional Emerging Core Eq | +0.2% | NEW | New buy |
| 12 | AMAT | Applied Materials Inc | +0.2% | +7.70% | Add |
| 13 | AMD | Advanced Micro Devices | +0.2% | +14.02% | Add |
| 14 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +4.19% | Add |
| 15 | XLK | Ss Technology Select Sector | +0.2% | +17.20% | Add |
| 16 | LRCX | Lam Research CORP | +0.2% | +8.18% | Add |
| 17 | IWM | Ishares Russell 2000 ETF | +0.2% | +1382.25% | Add |
| 18 | SETM | Sprott Critical Material ETF | +0.1% | NEW | New buy |
| 19 | IALT | Ishrs Sys Alt Act ETF | +0.1% | NEW | New buy |
| 20 | CLOZ | Eldridge Bbb-b Clo ETF | +0.1% | +266.79% | Add |
| 21 | DFAS | Dimensional US Small Cap ETF | +0.1% | NEW | New buy |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +6.57% | Add |
| 23 | QLTY | Gmo U.s. Quality ETF | +0.1% | +17.57% | Add |
| 24 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +26.00% | Add |
| 25 | UNH | Unitedhealth Group Inc | +0.1% | +17.86% | Add |
| 26 | PANW | Palo Alto Networks Inc | +0.1% | +44.79% | Add |
| 27 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.80% | Trim |
| 28 | FMAY | Ft Vest US Equity Buffer ETF | +0.1% | NEW | New buy |
| 29 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +3.29% | Add |
| 30 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.1% | +28.76% | Add |
| 31 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | -3.65% | Trim |
| 32 | CSCO | Cisco Systems Inc | +0.1% | -2.10% | Trim |
| 33 | FJUN | Ft Vest US Equity Buff Etf-j | +0.1% | +164.70% | Add |
| 34 | GLW | Corning Inc | +0.1% | +15.20% | Add |
| 35 | GGOV | Ishares Global Gb Usd Ha ETF | +0.1% | NEW | New buy |
| 36 | DELL | Dell Technologies -c | +0.1% | +10.63% | Add |
| 37 | INTC | Intel CORP | +0.1% | -9.05% | Trim |
| 38 | ✓ | +0.1% | NEW | New buy | |
| 39 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +5.92% | Add |
| 40 | ASML | ASML Holding N.V. | +0.1% | +6.32% | Add |
| 41 | VTIP | Vanguard Short-term Tips | +0.1% | +92.12% | Add |
| 42 | CAT | Caterpillar Inc | +0.1% | +17.44% | Add |
| 43 | IYW | Ishares Ustechnology ETF | +0.1% | +18.03% | Add |
| 44 | FAPR | Ft Vest U.s. Equity Buffer E | +0.1% | NEW | New buy |
| 45 | DFAR | Dimensional US Real Est ETF | +0.1% | NEW | New buy |
| 46 | GMAY | Ft Vest U.s. Equity Moderate | +0.1% | NEW | New buy |
| 47 | IWF | Ishares Russell 1000 Growth | +0.1% | +408.72% | Add |
| 48 | TXN | Texas Instruments Inc | +0.1% | +7.71% | Add |
| 49 | TIP | Ishares Tips Bond ETF | +0.1% | +915.86% | Add |
| 50 | VO | Vanguard Mid-cap ETF | +0.1% | +1091.06% | Add |
According to official SEC Form 13F filings, Atria Investments, Inc reported a total U.S. public equity portfolio value of $10.3B across 2111 disclosed positions in Q2 2026.
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 IVV, VOO, NVDA) accounted for 9.5% of total reported equity market value during Q2 2026.
Top New Position Initiated
QINT
市值: $31.9M
Top Position Liquidated / Trimmed
QQQ
前期市值: $86.5M
During Q2 2026, Atria Investments, Inc's top holdings by market value included IVV (3.2%)、VOO (2.1%)、NVDA (1.9%). The largest single position, IVV, represented 3.2% of total portfolio value.
In Q2 2026, Atria Investments, Inc made 200 total portfolio adjustments, initiating 18 new buys, adding to 96 positions, trimming 66 holdings, and fully liquidating 20 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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