Atria Investments, Inc
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1535865
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Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$10.0B
Holdings
2,111
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Atria Investments, Inc disclosed 2,111 positions worth $10.0B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 250 new positions and exited 171 and a full exit from $QQQ. The portfolio is most concentrated in Other (48.5% of disclosed assets). All figures are sourced directly from Atria Investments, Inc’s Form 13F-HR filing with the SEC under CIK 1535865.
AI Fund Analysis
ConcentratingISHARES TR - CORE S&P500 E
3.2% weight
Held 10 quarters
VANGUARD INDEX FDS - S&P 5
2.1% weight
Held 10 quarters
$NVDA1.9% weight
Held 10 quarters
$MSFT1.3% weight
Held 10 quarters
$SPY1.3% weight
Held 10 quarters
$GLD9 quarters accumulating
$WEC9 quarters accumulating
ISHARES TR - IBDS DEC28 ET
9 quarters accumulating
ETF SER SOLUTIONS - APTUS
9 quarters accumulating
ETFIS SER TR I - VIRTUS RE
8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsIndustrialsHealthcareConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR - CORE S&P500 ETF
—Quality
$317.3M423,685 shVANGUARD INDEX FDS - S&P 500 ETF SHS
—Quality
$207.3M301,842 sh- 85.9#5
Quality
$193.6M967,697 sh - 79.8
Quality
$130.4M349,531 sh - —
Quality
$127.2M170,306 sh - 76.4
Quality
$119.5M413,130 sh VANGUARD INDEX FDS - GROWTH ETF
—Quality
$119.1M1,382,122 sh- —
Quality
$116.5M316,251 sh - 78.2
Quality
$102.4M286,496 sh - 68.7
Quality
$100.6M422,002 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - CORE S&P500 ETF | — | $317.3M | 423,685 |
| VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $207.3M | 301,842 |
| NVIDIA CORP$NVDA | 85.9#5 | $193.6M | 967,697 |
| MICROSOFT CORP$MSFT | 79.8 | $130.4M | 349,531 |
| SPDR S&P 500 ETF TRUST$SPY | — | $127.2M | 170,306 |
 Apple Inc.$AAPL | 76.4 | $119.5M | 413,130 |
| VANGUARD INDEX FDS - GROWTH ETF | — | $119.1M | 1,382,122 |
| SPDR GOLD TRUST$GLD | — | $116.5M | 316,251 |
 Alphabet Inc.$GOOG | 78.2 | $102.4M | 286,496 |
 AMAZON COM INC$AMZN | 68.7 | $100.6M | 422,002 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Atria Investments, Inc's 2,111 positions.
Showing top 10 of 2,111 holdings.
Sector Allocation
Other
$4.8B
Technology
$1.7B
Financials
$1.1B
Industrials
$613.4M
Healthcare
$469.8M
Consumer Discretionary
$382.8M
Energy
$212.4M
Consumer Staples
$194.9M
Top Holdings — Atria Investments, Inc (Q2 2026)
Top 150 of 2,111 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - CORE S&P500 ETF | $317.3M | 3.2% | +72% | — |
| 2 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $207.3M | 2.1% | +17% | — |
| 3 | $NVDA | NVIDIA CORP | $193.6M | 1.9% | +0% | 85.9 |
| 4 | $MSFT | MICROSOFT CORP | $130.4M | 1.3% | -8% | 79.8 |
| 5 | $SPY | SPDR S&P 500 ETF TRUST | $127.2M | 1.3% | +44% | — |
| 6 | $AAPL | Apple Inc. | $119.5M | 1.2% | -2% | 76.4 |
| 7 | — | VANGUARD INDEX FDS - GROWTH ETF | $119.1M | 1.2% | +633% | — |
| 8 | $GLD | SPDR GOLD TRUST | $116.5M | 1.2% | +18% | — |
| 9 | $GOOG | Alphabet Inc. | $102.4M | 1.0% | -1% | 78.2 |
| 10 | $AMZN | AMAZON COM INC | $100.6M | 1.0% | -5% | 68.7 |
| 11 | — | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $92.7M | 0.9% | +5% | — |
| 12 |  $AVGO | Broadcom Inc. | $89.9M | 0.9% | -3% | 84.5 |
| 13 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $89.8M | 0.9% | +45% | — |
| 14 | — | VANGUARD INDEX FDS - VALUE ETF | $88.9M | 0.9% | +7% | — |
| 15 |  $GOOGL | Alphabet Inc. | $84.3M | 0.8% | +7% | 78.2 |
| 16 | — | ISHARES TR - S&P 500 GRWT ETF | $83.0M | 0.8% | +3% | — |
| 17 | — | ISHARES INC - CORE MSCI EMKT | $82.6M | 0.8% | -22% | — |
| 18 | — | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $81.1M | 0.8% | +9% | — |
| 19 | — | BLACKROCK ETF TRUST - ISHARES US EQUIT | $75.8M | 0.8% | +6% | — |
| 20 | — | GMO ETF TRUST - US QUALITY ETF | $70.9M | 0.7% | +18% | — |
| 21 |  $META | Meta Platforms, Inc. | $68.9M | 0.7% | -6% | 79.6 |
| 22 |  $JPM | JPMORGAN CHASE & CO | $68.6M | 0.7% | +0% | 70.7 |
| 23 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $64.0M | 0.6% | +4% | — |
| 24 | — | ISHARES TR - CORE UNIVRSL USD | $63.7M | 0.6% | +29% | — |
| 25 | — | SPDR SERIES TRUST - ST STR BLO 1 ETF | $62.3M | 0.6% | -46% | — |
| 26 |  $JNJ | JOHNSON & JOHNSON | $59.6M | 0.6% | -3% | 69 |
| 27 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | $59.6M | 0.6% | -1% | — |
| 28 | — | ISHARES TR - S&P 500 VAL ETF | $58.6M | 0.6% | -17% | — |
| 29 | — | ISHARES TR - MSCI EAFE ETF | $50.5M | 0.5% | -19% | — |
| 30 |  $V | VISA INC. | $50.4M | 0.5% | +0% | 82.9 |
| 31 | — | PIMCO ETF TR - ENHAN SHRT MA AC | $49.2M | 0.5% | -43% | — |
| 32 | — | AMERICAN CENTY ETF TR - DIVERSIFID CRP | $49.0M | 0.5% | +6% | — |
| 33 | — | ISHARES TR - MSCI USA MMENTM | $48.3M | 0.5% | -4% | — |
| 34 |  $TSLA | Tesla, Inc. | $48.2M | 0.5% | -3% | 53.9 |
| 35 | — | FIRST TR EXCHANGE-TRADED FD - NASDQ CLN EDGE | $47.8M | 0.5% | +26% | — |
| 36 | — | ISHARES TR - CORE MSCI EAFE | $47.4M | 0.5% | -12% | — |
| 37 |  $GS | GOLDMAN SACHS GROUP INC | $45.3M | 0.5% | +26% | 73.5 |
| 38 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $44.2M | 0.4% | +17% | — |
| 39 |  $LLY | ELI LILLY & Co | $40.9M | 0.4% | -9% | 87.5 |
| 40 | — | ISHARES TR - EAFE GRWTH ETF | $39.5M | 0.4% | +11% | — |
| 41 | — | FIDELITY COVINGTON TRUST - SML MID MLTFCT | $39.5M | 0.4% | -2% | — |
| 42 |  $ABBV | AbbVie Inc. | $38.8M | 0.4% | +1% | 72.6 |
| 43 |  $CVX | CHEVRON CORP | $38.7M | 0.4% | -3% | 62.8 |
| 44 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | $38.4M | 0.4% | -18% | — |
| 45 |  $MU | MICRON TECHNOLOGY INC | $38.0M | 0.4% | +13% | 86.2 |
| 46 | — | ISHARES TR - IBOXX INV CP ETF | $36.6M | 0.4% | +6% | — |
| 47 |  $CSCO | CISCO SYSTEMS, INC. | $34.6M | 0.3% | -2% | 70.3 |
| 48 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $33.9M | 0.3% | +15% | — |
| 49 |  $PM | Philip Morris International Inc. | $32.0M | 0.3% | -7% | 75.9 |
| 50 | — | AMERICAN CENTY ETF TR - QUALITY DIVRSFED | $31.9M | 0.3% | NEW | — |
| 51 |  $IVZ | Invesco Ltd. | $31.7M | 0.3% | +30% | — |
| 52 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $31.7M | 0.3% | +20% | — |
| 53 |  $AMAT | APPLIED MATERIALS INC /DE | $31.5M | 0.3% | +8% | 72.3 |
| 54 |  $LRCX | LAM RESEARCH CORP | $30.2M | 0.3% | +8% | 79.4 |
| 55 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | $30.0M | 0.3% | +407% | — |
| 56 |  $UNH | UNITEDHEALTH GROUP INC | $29.9M | 0.3% | +18% | 62.7 |
| 57 | — | ISHARES TR - MSCI EMG MKT ETF | $29.1M | 0.3% | +229% | — |
| 58 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | $28.8M | 0.3% | +13% | — |
| 59 |  $XOM.R34088 | EXXON MOBIL CORP | $28.4M | 0.3% | -14% | 57.9 |
| 60 |  $ORCL | ORACLE CORP | $27.5M | 0.3% | -7% | 66.2 |
| 61 |  $ASML | ASML HOLDING NV | $26.9M | 0.3% | +6% | — |
| 62 | — | ISHARES TR - RUS 1000 GRW ETF | $26.6M | 0.3% | +409% | — |
| 63 |  $WMT | Walmart Inc. | $26.3M | 0.3% | -6% | 60.2 |
| 64 | — | ISHARES TR - US TREAS BD ETF | $25.9M | 0.3% | +7% | — |
| 65 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $25.6M | 0.3% | +8% | — |
| 66 | — | VANGUARD BD INDEX FDS - TOTAL BND MRKT | $25.5M | 0.3% | +11% | — |
| 67 | — | VANGUARD INDEX FDS - SML CP GRW ETF | $25.4M | 0.3% | -3% | — |
| 68 | — | ISHARES TR - CORE DIV GRWTH | $25.3M | 0.3% | +29% | — |
| 69 | — | SPDR SERIES TRUST - ST SHOR CORP ETF | $24.7M | 0.3% | +17% | — |
| 70 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $24.7M | 0.3% | +2% | — |
| 71 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $24.5M | 0.3% | -3% | — |
| 72 |  $MRK | Merck & Co., Inc. | $24.5M | 0.2% | -2% | 59.9 |
| 73 |  $AMD | ADVANCED MICRO DEVICES INC | $24.3M | 0.2% | +14% | 79.8 |
| 74 | — | VANGUARD INDEX FDS - LARGE CAP ETF | $24.2M | 0.2% | +6904% | — |
| 75 | — | ISHARES TR - EAFE VALUE ETF | $24.1M | 0.2% | -55% | — |
| 76 |  $KO | COCA COLA CO | $24.0M | 0.2% | -6% | 69.5 |
| 77 | — | ISHARES TR - CORE S&P US GWT | $24.0M | 0.2% | +4% | — |
| 78 |  $ADI | ANALOG DEVICES INC | $23.3M | 0.2% | -1% | 79.2 |
| 79 |  $BRK.B | BERKSHIRE HATHAWAY INC | $22.9M | 0.2% | -8% | 73.8 |
| 80 | — | FIRST TR EXCHANGE-TRADED FD - FIRST TR ENH NEW | $22.9M | 0.2% | +7% | — |
| 81 |  $MA | Mastercard Inc | $22.7M | 0.2% | -18% | 85.1 |
| 82 | — | ISHARES TR - U.S. TECH ETF | $22.7M | 0.2% | +18% | — |
| 83 |  $NFLX | NETFLIX INC | $22.7M | 0.2% | -8% | 78.8 |
| 84 | — | VANGUARD INDEX FDS - SMALL CP ETF | $22.6M | 0.2% | +18% | — |
| 85 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | $22.4M | 0.2% | +20% | — |
| 86 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | $21.7M | 0.2% | -35% | — |
| 87 |  $BAC | BANK OF AMERICA CORP /DE/ | $20.9M | 0.2% | -2% | 67.6 |
| 88 |  $CAT | CATERPILLAR INC | $20.9M | 0.2% | +17% | 66.5 |
| 89 |  $TXN | TEXAS INSTRUMENTS INC | $20.8M | 0.2% | +8% | 73.4 |
| 90 | — | ISHARES TR - MRGSTR SM CP GR | $20.7M | 0.2% | -2% | — |
| 91 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $20.7M | 0.2% | +6% | — |
| 92 | — | VANGUARD WORLD FD - INF TECH ETF | $20.5M | 0.2% | +677% | — |
| 93 |  $GEV | GE Vernova Inc. | $20.4M | 0.2% | +0% | 81.1 |
| 94 | — | DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG | $20.3M | 0.2% | NEW | — |
| 95 | — | PUTNAM ETF TRUST - FOCUSED LAR CAP | $20.3M | 0.2% | +1% | — |
| 96 | — | SPDR SERIES TRUST - ST STR P500ETF | $19.9M | 0.2% | +6% | — |
| 97 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $19.9M | 0.2% | +92% | — |
| 98 |  $WFC | WELLS FARGO & COMPANY/MN | $19.6M | 0.2% | -7% | 61.8 |
| 99 |  $PG | PROCTER & GAMBLE Co | $19.4M | 0.2% | -4% | 64.6 |
| 100 | $META | Meta Platforms, Inc. | $19.3M | 0.2% | -27% | 79.6 |
| 101 | — | SPDR INDEX SHS FDS - ST STR PO EX ETF | $19.2M | 0.2% | -9% | — |
| 102 |  $HD | HOME DEPOT, INC. | $19.2M | 0.2% | -8% | 60.3 |
| 103 | $GS | GOLDMAN SACHS GROUP INC | $19.2M | 0.2% | +1% | 73.5 |
| 104 |  $PH | Parker-Hannifin Corp | $19.2M | 0.2% | -2% | 65.8 |
| 105 | — | J P MORGAN EXCHANGE TRADED F - CORE PLUS BD ETF | $19.1M | 0.2% | +11% | — |
| 106 | — | SELECT SECTOR SPDR TR - ST STR ENERG ETF | $18.9M | 0.2% | +65% | — |
| 107 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $18.9M | 0.2% | -5% | — |
| 108 | — | ISHARES TR - MBS ETF | $18.4M | 0.2% | +6% | — |
| 109 | — | PIMCO ETF TR - ACTIVE BD ETF | $18.3M | 0.2% | +2% | — |
| 110 |  $APH | AMPHENOL CORP /DE/ | $18.0M | 0.2% | -1% | 79.3 |
| 111 | — | SERIES PORTFOLIOS TR - ELDRIDGE BBB B | $17.9M | 0.2% | +267% | — |
| 112 |  $C | CITIGROUP INC | $17.9M | 0.2% | -28% | 65 |
| 113 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $17.5M | 0.2% | -6% | — |
| 114 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT | $17.5M | 0.2% | +61% | — |
| 115 |  $WT | WisdomTree, Inc. | $17.5M | 0.2% | -13% | 59.9 |
| 116 |  $GLW | CORNING INC /NY | $17.5M | 0.2% | +15% | 73.7 |
| 117 |  $MCD | MCDONALDS CORP | $17.3M | 0.2% | +5% | 69 |
| 118 | — | VANGUARD ADMIRAL FDS INC - SMLCP 600 VAL | $17.2M | 0.2% | +3% | — |
| 119 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $17.1M | 0.2% | -3% | — |
| 120 |  $PANW | Palo Alto Networks Inc | $17.0M | 0.2% | +45% | 65.5 |
| 121 | — | VANGUARD ADMIRAL FDS INC - 500 GRTH IDX F | $16.5M | 0.2% | +568% | — |
| 122 |  $KLAC | KLA CORP | $16.5M | 0.2% | +672% | 78.6 |
| 123 |  $AXP | AMERICAN EXPRESS CO | $16.4M | 0.2% | -0% | 69.4 |
| 124 |  $BA | BOEING CO | $16.3M | 0.2% | -0% | 61.6 |
| 125 |  $DIS | Walt Disney Co | $16.3M | 0.2% | -2% | 60.1 |
| 126 |  $LIN | LINDE PLC | $16.3M | 0.2% | +0% | — |
| 127 |  $MNST | Monster Beverage Corp | $16.1M | 0.2% | +2% | 71.3 |
| 128 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $16.1M | 0.2% | +1% | 73.7 |
| 129 |  $CB | Chubb Ltd | $16.0M | 0.2% | +7% | — |
| 130 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $16.0M | 0.2% | -14% | 70 |
| 131 | — | ISHARES TR - 10-20 YR TRS ETF | $15.9M | 0.2% | -15% | — |
| 132 |  $AMGN | AMGEN INC | $15.8M | 0.2% | -8% | 79.2 |
| 133 | — | ISHARES TR - RUSSELL 2000 ETF | $15.8M | 0.2% | +1382% | — |
| 134 |  $MS | MORGAN STANLEY | $15.8M | 0.2% | +2% | 75.8 |
| 135 |  $TJX | TJX COMPANIES INC /DE/ | $15.6M | 0.2% | -14% | 68.7 |
| 136 | — | UNIFIED SER TR - ONEA CORE BD ETF | $15.3M | 0.1% | -3% | — |
| 137 |  $PLD | Prologis, Inc. | $15.2M | 0.1% | +1% | 68.3 |
| 138 | $WT | WisdomTree, Inc. | $15.1M | 0.1% | -10% | 59.9 |
| 139 | — | ISHARES TR - 7-10 YR TRSY BD | $15.0M | 0.1% | -15% | — |
| 140 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $15.0M | 0.1% | +11% | 75.4 |
| 141 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT | $15.0M | 0.1% | +165% | — |
| 142 |  $BNY | Bank of New York Mellon Corp | $14.9M | 0.1% | -5% | 74.1 |
| 143 | — | ISHARES TR - CORE S&P US VLU | $14.8M | 0.1% | +14% | — |
| 144 |  $VZ | VERIZON COMMUNICATIONS INC | $14.8M | 0.1% | +11% | 65.8 |
| 145 |  $GE | GENERAL ELECTRIC CO | $14.7M | 0.1% | +21% | 73.8 |
| 146 | — | PIMCO ETF TR - MULTISECTOR BD | $14.4M | 0.1% | +5% | — |
| 147 | — | UNIFIED SER TR - ONEASCENT INTL | $14.4M | 0.1% | -50% | — |
| 148 |  $ETN | Eaton Corp plc | $14.3M | 0.1% | -18% | — |
| 149 |  $NEE | NEXTERA ENERGY INC | $14.3M | 0.1% | +5% | 64.6 |
| 150 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | $14.3M | 0.1% | +1% | — |
New Positions (250)
AMERICAN CENTY ETF TR - QUALITY DIVRSFED$31.9M
DIMENSIONAL ETF TRUST - EMGR CRE EQT MNG$20.3M
SPROTT FDS TR - SPROTT CRITICAL$13.9M
BLACKROCK ETF TRUST - ISHA SYST AL ETF$13.4M
DIMENSIONAL ETF TRUST - US SMALL CAP ETF$12.7M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$10.0M
BLACKROCK ETF TRUST II - ISHA GLO USD ETF$9.2M
HORIZON FDS - ANFIELD UNIVERSL$9.0M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQT$8.3M
DIMENSIONAL ETF TRUST - US REAL ESTA ETF$8.3M
FIRST TR EXCHNG TRADED FD VI - FT VEST U.S EQT$7.6M
$HONA Honeywell Aerospace Inc.$5.6M DIMENSIONAL ETF TRUST - WORLD EX US CORE$5.4M
FIRST TR EXCHNG TRADED FD VI - FT VEST US EQUIT$4.7M
PIMCO ETF TR - SR LN ACTIVE ETF$4.1M
Exited Positions (171)
$QQQ INVESCO QQQ TRUST, SERIES 1
$RTX RTX Corp
$COR Cencora, Inc. TWO RDS SHARED TR
FIRST TR EXCHNG TRADED FD VI
FIRST TR EXCH TRADED FD III
FIRST TR EXCHNG TRADED FD VI
$PWR QUANTA SERVICES, INC. FIRST TR EXCHNG TRADED FD VI
AMERICAN CENTY ETF TR
ISHARES TR
$TGT TARGET CORP MANAGED PORTFOLIO SERIES
NORTHERN LTS FD TR IV
FIRST TR EXCHANGE-TRADED FD
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