Atlas Private Wealth Advisors
Sector Allocation
- Other76.9%$355.2M
- Financials12.1%$56.0M
- Technology7.6%$35.0M
- Healthcare1.3%$6.0M
- Consumer Discretionary1.0%$4.7M
- Energy0.3%$1.6M
- Consumer Staples0.3%$1.4M
- Real Estate0.1%$664,170
- Materials0.1%$496,800
- Utilities0.1%$408,286
AUM History
13fpro.ai/research/fund/atlas-private-wealth-advisors-1814234
Conviction and streaks
Stable · top 10 = 50.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q3 2026
- SPDR$35.8M
- SPDR$31.9M
SPY
$28.9M- SPDR$28.0M
QQQ
$21.6MIVZ
$18.8M- SPDR$18.6M
- SPDR$17.3M
- ISHARES$16.8M
STT
$14.5M- ISHARES$14.5M
- ISHARES$13.6M
AAPL
$13.4M- SPDR$12.8M
- $11.6M
- ISHARES$7.7M
- FIRST$7.5M
- GLOBAL$6.7M
- $5.9M
- SSGA$5.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/atlas-private-wealth-advisors-1814234
Atlas Private Wealth Advisors 13F holdings — Q3 2026
$462.0M portfolio (+1.1% QoQ) · 149 holdings · Q3 2026 13F · top 10 are 50% of the stock portfolio
- 1
SPDR SERIES TRUST - ST STR P400MID
$35.8M
7.8% of stocks
+1%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
SPDR INDEX SHS FDS - ST STR PO EX ETF
$31.9M
6.9% of stocks
+2%This quarter—Since filed—HeldAIQuality—Est. buy— $28.9M
6.3% of stocks
+2%This quarter+0.7%Since filed11+ qtrsHeld- 4
SPDR SERIES TRUST - ST STR P500ETF
$28.0M
6.1% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— $21.6M
4.7% of stocks
+2%This quarter+1.1%Since filed11+ qtrsHeld$18.8M
4.1% of stocks
-0.3%This quarter+1.7%Since filed11+ qtrsHeld- 7
SPDR SERIES TRUST - ST STR SP600 SML
$18.6M
4.0% of stocks
+0.3%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
SPDR SERIES TRUST - ST STR PR SP1500
$17.3M
3.7% of stocks
+0.9%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
ISHARES TR - 7-10 YR TRSY BD
$16.8M
3.6% of stocks
+23%This quarter—Since filed—HeldAIQuality—Est. buy— $14.5M
3.1% of stocks
+4%This quarter+1.3%Since filed8 qtrsHeld
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPDR SERIES TRUST - ST STR P400MID | $35.8M | 7.8% | +1% | — | — | — | — | |
| 2 | SPDR INDEX SHS FDS - ST STR PO EX ETF | $31.9M | 6.9% | +2% | — | — | — | — | |
| 3 | $28.9M | 6.3% | +2% | +0.7% | 11+ qtrsAdded 4 qtrs in a row | — | Estimated buy price is Pro: unlock with a free trial | ||
| 4 | SPDR SERIES TRUST - ST STR P500ETF | $28.0M | 6.1% | +4% | — | — | — | — | |
| 5 | $21.6M | 4.7% | +2% | +1.1% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | $18.8M | 4.1% | -0.3% | +1.7% | 11+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | SPDR SERIES TRUST - ST STR SP600 SML | $18.6M | 4.0% | +0.3% | — | — | — | — | |
| 8 | SPDR SERIES TRUST - ST STR PR SP1500 | $17.3M | 3.7% | +0.9% | — | — | — | — | |
| 9 | ISHARES TR - 7-10 YR TRSY BD | $16.8M | 3.6% | +23% | — | — | — | — | |
| 10 | $14.5M | 3.1% | +4% | +1.3% | 8 qtrsAdded 4 qtrs in a row | 71.5#178 | Estimated buy price is Pro: unlock with a free trial |
All holdings — Atlas Private Wealth Advisors (Q3 2026)
149 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - 0-3 MTH TREASURYetf/fund | — | $14.5M | 3.1% | 144K | +4% | — | — | 13F |
| 12 | — | ISHARES TR - CORE DIV GRWTHetf/fund | — | $13.6M | 2.9% | 180K | +2% | — | — | 13F |
| 13 | Apple Inc. | Technology | $13.4M | 2.9% | 40K | -2% | 11+ qtrsTrimmed 7 qtrs in a row | 75.7 | 13F | |
| 14 | — | SPDR INDEX SHS FDS - ST PORT MARK ETFetf/fund | — | $12.8M | 2.8% | 247K | +4% | — | — | 13F |
| 15 | Invesco Ltd. | Financials | $11.6M | 2.5% | 56K | -2% | 11+ qtrs | — | 13F | |
| 16 | — | ISHARES TR - CORE US AGGBD ETetf/fund | — | $7.7M | 1.7% | 81K | +5% | — | — | 13F |
| 17 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST RIS | — | $7.5M | 1.6% | 267K | -6% | — | — | 13F |
| 18 | — | GLOBAL X FDS - NASDAQ 100 COVER | — | $6.7M | 1.4% | 359K | -0.3% | — | — | 13F |
| 19 | Invesco Ltd.etf/fund | Financials | $5.9M | 1.3% | 19K | +1% | 11+ qtrs | — | 13F | |
| 20 | — | SSGA ACTIVE TR - ST STR LOOMI ETFetf/fund | — | $5.2M | 1.1% | 210K | +9% | — | — | 13F |
| 21 | — | FIRST TR EXCHANGE-TRADED FD - FT VEST S&P 500 | — | $5.1M | 1.1% | 107K | -8% | — | — | 13F |
| 22 | — | DIMENSIONAL ETF TRUST - US COR EQU 2 ETFetf/fund | — | $5.1M | 1.1% | 115K | -0.7% | — | — | 13F |
| 23 | Palantir Technologies Inc. | Technology | $4.7M | 1.0% | 25K | -8% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | — | ISHARES TR - 20 YR TR BD ETFetf/fund | — | $4.3M | 0.9% | 56K | +16% | — | — | 13F |
| 25 | AMGEN INC | Healthcare | $3.9M | 0.8% | 9,254 | -35% | 11+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | — | ISHARES TR - CORE HIGH DV ETF | — | $3.9M | 0.8% | 139K | +40% | |||
| 27 | $MSFT | MICROSOFT CORP | Technology | $3.7M | 0.8% | 7,141 | +12% | |||
| 28 | — | ISHARES TR - FUTU EXPO TE ETF | — | $3.5M | 0.8% | 42K | -18% | |||
| 29 | — | PACER FDS TR - US LRG CP CASH | — | $3.1M | 0.7% | 77K | +0.3% | |||
| 30 | $GOOG | Alphabet Inc. | Technology | $2.9M | 0.6% | 8,401 | +0.2% | |||
| 31 | $MUJ | BLACKROCK MUNIHOLDINGS NEW JERSEY QUALITY FUND, INC. | Other | $2.6M | 0.6% | 235K | -12% | |||
| 32 | — | FIRST TR EXCH TRADED FD III - MUNI HI INCM ETF | — | $2.5M | 0.5% | 56K | -0.8% | |||
| 33 | — | ISHARES TR - FUTU AI TECH ETF | — | $2.5M | 0.5% | 31K | +452% | |||
| 34 | — | STATE STR SPDR DOW JONES IND - UT SER 1 | — | $2.4M | 0.5% | 4,680 | -16% | |||
| 35 | $AMZN | AMAZON COM INC | Consumer Discretionary | $2.3M | 0.5% | 9,317 | -2% | |||
| 36 | — | FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL | — | $2.3M | 0.5% | 39K | -34% | |||
| 37 | — | INVESCO EXCHANGE TRADED FD T - DIVID ACHIEVEV | — | $2.2M | 0.5% | 40K | -3% | |||
| 38 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST DEEP ETF | — | $2.2M | 0.5% | 71K | +1% | |||
| 39 | — | ETF SER SOLUTIONS - DEFIA QUANT ETF | — | $2.1M | 0.5% | 14K | +61% | |||
| 40 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | — | $2.1M | 0.5% | 11K | -4% | |||
| 41 | — | SPDR SERIES TRUST - ST PORT HIGH ETF | — | $2.1M | 0.5% | 91K | -22% | |||
| 42 | — | FIRST TR EXCHNG TRADED FD VI - FT VEST LAD | — | $2.1M | 0.5% | 72K | -3% | |||
| 43 | — | AB ACTIVE ETFS INC - ULTRA SHORT INCM | — | $1.9M | 0.4% | 38K | -5% | |||
| 44 | — | BLACKROCK ETF TRUST II - ISH HIG MUN ETF | — | $1.8M | 0.4% | 40K | -2% | |||
| 45 | — | ISHARES TR - CORE S&P500 ETF | — | $1.7M | 0.4% | 2,251 | +32% | |||
| 46 | $NVDA | NVIDIA CORP | Technology | $1.5M | 0.3% | 6,691 | +2% | |||
| 47 | $NCA | NUVEEN CALIFORNIA MUNICIPAL VALUE FUND | Other | $1.5M | 0.3% | 175K | -17% | |||
| 48 | — | FIRST TR EXCH TRADED FD III - MANAGD MUN ETF | — | $1.5M | 0.3% | 31K | -1% | |||
| 49 | — | DIMENSIONAL ETF TRUST - WORLD EX US CORE | — | $1.5M | 0.3% | 40K | -2% | |||
| 50 | $TSLA | Tesla, Inc. | Consumer Discretionary | $1.4M | 0.3% | 4,070 | -11% | |||
| 51 | — | ISHARES TR - PFD AND INCM SEC | — | $1.4M | 0.3% | 48K | -4% | |||
| 52 | — | ISHARES TR - SELECT DIVID ETF | — | $1.4M | 0.3% | 9,256 | +39% | |||
| 53 | $GOOGL | Alphabet Inc. | Technology | $1.3M | 0.3% | 3,921 | +0.0% | |||
| 54 | — | BLACKROCK ETF TRUST II - ISHA SH TERM ETF | — | $1.3M | 0.3% | 27K | -18% | |||
| 55 | — | FIRST TR EXCHANGE-TRADED FD - NASDAQ-100 SEL | — | $1.3M | 0.3% | 7,965 | -21% | |||
| 56 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | — | $1.3M | 0.3% | 25K | -27% | |||
| 57 | $INTC | INTEL CORP | Technology | $1.2M | 0.3% | 10K | -8% | |||
| 58 | $META | Meta Platforms, Inc. | Technology | $1.2M | 0.3% | 1,643 | -9% | |||
| 59 | — | FIRST TR EXCHANGE TRADED FD - DORSEY WRT 5 ETF | — | $1.2M | 0.3% | 16K | -10% | |||
| 60 | $IBIT | iShares Bitcoin Trust ETF | Financials | $1.1M | 0.2% | 23K | +40% | |||
| 61 | — | CAPITAL GRP FIXED INCM ETF T - MUN INM ETF | — | $996K | 0.2% | 38K | +4% | |||
| 62 | $AVGO | Broadcom Inc. | Technology | $980K | 0.2% | 2,789 | -0.5% | |||
| 63 | $JNJ | JOHNSON & JOHNSON | Healthcare | $939K | 0.2% | 3,547 | -13% | |||
| 64 | $MU | MICRON TECHNOLOGY INC | Technology | $915K | 0.2% | 859 | — | |||
| 65 | — | FIDELITY COVINGTON TRUST - FUN LAR COR ETF | — | $902K | 0.2% | 15K | +3% | |||
| 66 | — | ISHARES TR - CORE MSCI TOTAL | — | $878K | 0.2% | 9,240 | +37% | |||
| 67 | — | SPDR INDEX SHS FDS - ST STR MSCI WLD | — | $809K | 0.2% | 5,248 | +0.0% | |||
| 68 | $JPM | JPMORGAN CHASE & CO | Financials | $789K | 0.2% | 2,385 | +0.1% | |||
| 69 | $WT | WisdomTree, Inc. | Financials | $781K | 0.2% | 8,034 | -17% | |||
| 70 | $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | Technology | $768K | 0.2% | 1,683 | -1% | |||
| 71 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $761K | 0.2% | 836 | -3% | |||
| 72 | $TT | Trane Technologies plc | Technology | $758K | 0.2% | 1,677 | -3% | |||
| 73 | — | VANECK ETF TRUST - URANI NUCLE ETF | — | $748K | 0.2% | 7,232 | -13% | |||
| 74 | — | NEOS ETF TRUST - NEOS S&P 500 HI | — | $739K | 0.2% | 14K | +95% | |||
| 75 | — | CAPITAL GROUP DIVIDEND VALUE - SHS CREAT UNIT | — | $727K | 0.2% | 15K | +2% | |||
| 76 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | — | $680K | 0.1% | 12K | -14% | |||
| 77 | — | VANGUARD WORLD FD - INF TECH ETF | — | $669K | 0.1% | 5,321 | +14% | |||
| 78 | — | ISHARES TR - MSCI USA MIN ETF | — | $654K | 0.1% | 6,713 | -8% | |||
| 79 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $619K | 0.1% | 1,243 | -2% | |||
| 80 | — | EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF | — | $618K | 0.1% | 10K | New | |||
| 81 | — | TEMA ETF TRUST - ELECTRIFICATION | — | $617K | 0.1% | 17K | New | |||
| 82 | — | FIRST TR EXCHANGE TRADED FD - RISNG DIVD ACHIV | — | $603K | 0.1% | 7,708 | -7% | |||
| 83 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $560K | 0.1% | 916 | -6% | |||
| 84 | — | J P MORGAN EXCHANGE TRADED F - EQUITY FOCUS ETF | — | $551K | 0.1% | 6,775 | -5% | |||
| 85 | — | FIRST TR EXCHANGE-TRADED FD - US EQTY OPPT ETF | — | $549K | 0.1% | 3,079 | +5% | |||
| 86 | $CMC | COMMERCIAL METALS Co | Materials | $497K | 0.1% | 8,000 | — | |||
| 87 | — | FIRST TR EXCHNG TRADED FD VI - FT LADD BUFF ETF | — | $488K | 0.1% | 13K | — | |||
| 88 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $484K | 0.1% | 2,971 | +4% | |||
| 89 | $IVZ | Invesco Ltd. | Financials | $483K | 0.1% | 3,294 | +6% | |||
| 90 | — | FIRST TR EXCHANGE-TRADED FD - SHS | — | $466K | 0.1% | 9,491 | -7% | |||
| 91 | $O | REALTY INCOME CORP | Real Estate | $463K | 0.1% | 8,534 | +4% | |||
| 92 | — | PACER FDS TR - US CASH COWS 100 | — | $463K | 0.1% | 6,932 | +0.4% | |||
| 93 | — | ISHARES TR - RUSSELL 2000 ETF | — | $453K | 0.1% | 1,630 | -3% | |||
| 94 | $ABBV | AbbVie Inc. | Healthcare | $442K | 0.1% | 1,689 | +0.1% | |||
| 95 | $V | VISA INC. | Financials | $426K | 0.1% | 1,185 | — | |||
| 96 | — | SELECT SECTOR SPDR TR - ST STR FINL ETF | — | $421K | 0.1% | 7,887 | -22% | |||
| 97 | — | FIRST TR EXCHANGE-TRADED FD - BLOOMBERG AI ETF | — | $415K | 0.1% | 7,325 | New | |||
| 98 | — | BLACKROCK ETF TRUST - ISHARES US LARG | — | $413K | 0.1% | 12K | +12% | |||
| 99 | $POR | PORTLAND GENERAL ELECTRIC CO /OR/ | Utilities | $408K | 0.1% | 9,148 | -4% | |||
| 100 | $AXP | AMERICAN EXPRESS CO | Financials | $406K | 0.1% | 1,335 | — | |||
| 101 | $CVX | CHEVRON CORP | Energy | $393K | 0.1% | 1,923 | -15% | |||
| 102 | — | AMERICAN CENTY ETF TR - US EQT ETF | — | $340K | 0.1% | 2,652 | +45% | |||
| 103 | — | DIMENSIONAL ETF TRUST - INTERNATNAL VAL | — | $338K | 0.1% | 6,049 | +3% | |||
| 104 | — | ISHARES TR - INTL SEL DIV ETF | — | $338K | 0.1% | 8,000 | — | |||
| 105 | — | SPDR INDEX SHS FDS - ST STR MSCI GLB | — | $337K | 0.1% | 3,899 | +0.7% | |||
| 106 | — | INVESCO EXCH TRADED FD TR II - CEF INM COMPSI | — | $328K | 0.1% | 17K | New | |||
| 107 | $PM | Philip Morris International Inc. | Consumer Staples | $326K | 0.1% | 1,709 | +13% | |||
| 108 | — | FIRST TR EXCHANGE-TRADED FD - DJ INTERNT IDX | — | $322K | 0.1% | 1,116 | -5% | |||
| 109 | $TXN | TEXAS INSTRUMENTS INC | Technology | $320K | 0.1% | 1,144 | — | |||
| 110 | — | SPDR SERIES TRUST - ST STR PFD ETF | — | $319K | 0.1% | 11K | -28% | |||
| 111 | — | ISHARES TR - ISHARES SEMICDTR | — | $310K | 0.1% | 545 | +10% | |||
| 112 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $309K | 0.1% | 1,086 | -4% | |||
| 113 | $MDT | Medtronic plc | Healthcare | $305K | 0.1% | 3,537 | New | |||
| 114 | $MA | Mastercard Inc | Financials | $284K | 0.1% | 515 | -8% | |||
| 115 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $280K | 0.1% | 1,930 | -4% | |||
| 116 | — | FIRST TR EXCH TRADED FD III - PFD SECS INC ETF | — | $280K | 0.1% | 16K | -20% | |||
| 117 | — | FIDELITY COVINGTON TRUST - HIGH DIVID ETF | — | $278K | 0.1% | 4,583 | +12% | |||
| 118 | $FANG | Diamondback Energy, Inc. | Energy | $276K | 0.1% | 1,500 | — | |||
| 119 | — | GLOBAL X FDS - ARTIFICIAL ETF | — | $272K | 0.1% | 4,177 | — | |||
| 120 | — | ISHARES TR - EAFE VALUE ETF | — | $260K | 0.1% | 3,287 | — | |||
| 121 | $PWR | QUANTA SERVICES, INC. | Industrials | $259K | 0.1% | 403 | — | |||
| 122 | — | ISHARES TR - CORE S&P SCP ETF | — | $258K | 0.1% | 1,897 | +0.3% | |||
| 123 | — | ISHARES TR - FLTG RATE NT ETF | — | $251K | 0.1% | 4,922 | New | |||
| 124 | $GS | GOLDMAN SACHS GROUP INC | Financials | $245K | 0.1% | 272 | — | |||
| 125 | — | ISHARES TR - CORE 80 20 ETF | — | $241K | 0.1% | 2,480 | +14% | |||
| 126 | — | ISHARES TR - ISHARES BIOTECH | — | $240K | 0.1% | 1,140 | — | |||
| 127 | — | ISHARES TR - US CONSM STAPLES | — | $239K | 0.1% | 3,386 | -14% | |||
| 128 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $233K | 0.1% | 5,083 | -7% | |||
| 129 | — | ISHARES TR - MSCI USA QLT FCT | — | $230K | 0.1% | 1,036 | New | |||
| 130 | $CIEN | CIENA CORP | Technology | $229K | 0.1% | 650 | — | |||
| 131 | $ET | Energy Transfer LP | Energy | $227K | 0.1% | 11K | +0.2% | |||
| 132 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | — | $225K | 0.1% | 321 | — | |||
| 133 | — | ISHARES TR - IBOXX HI YD ETF | — | $224K | 0.1% | 2,906 | -12% | |||
| 134 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $223K | 0.1% | 1,212 | — | |||
| 135 | $MCD | MCDONALDS CORP | Consumer Discretionary | $221K | 0.1% | 956 | -0.1% | |||
| 136 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $219K | 0.1% | 995 | -1% | |||
| 137 | — | AMERICAN CENTY ETF TR - US SML CP VALU | — | $218K | 0.1% | 1,852 | New | |||
| 138 | $TTE | TotalEnergies SE | Energy | $215K | 0.1% | 2,517 | New | |||
| 139 | — | RBB FD INC - US TRSRY 6 MNTH | — | $215K | 0.1% | 4,300 | New | |||
| 140 | $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | Technology | $213K | 0.1% | 1,414 | New | |||
| 141 | $VNCE | VINCE HOLDING CORP. | Consumer Discretionary | $211K | 0.1% | 21K | -30% | |||
| 142 | $ELV | Elevance Health, Inc. | Healthcare | $211K | 0.1% | 544 | -2% | |||
| 143 | — | SPDR SERIES TRUST - ST STR AGGRE ETF | — | $209K | 0.1% | 8,595 | +5% | |||
| 144 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $207K | 0.0% | 563 | — | |||
| 145 | — | COLUMBIA ETF TR I - RESH ENHNC COR | — | $205K | 0.0% | 4,542 | New | |||
| 146 | — | ISHARES TR - U.S. ENERGY ETF | — | $202K | 0.0% | 3,120 | New | |||
| 147 | $SPG | SIMON PROPERTY GROUP INC. | Real Estate | $201K | 0.0% | 1,000 | — | |||
| 148 | $SNDK | Sandisk Corp | Technology | $200K | 0.0% | 115 | — | |||
| 149 | $FSCO | FS Credit Opportunities Corp. | Other | $96K | 0.0% | 19K | -3% |
What changed in Q3 2026
Against the previous quarter's 13F: 13 new, 53 added to, 64 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (13)
- EXCHANGE TRADED CONCEPTS TRU - RANG NUCL RE ETF$618K
first bought this quarter
- TEMA ETF TRUST - ELECTRIFICATION$617K
first bought this quarter
- FIRST TR EXCHANGE-TRADED FD - BLOOMBERG AI ETF$415K
first bought this quarter
- INVESCO EXCH TRADED FD TR II - CEF INM COMPSI$328K
first bought this quarter
$MDTMedtronic plc$305K
first bought this quarter
- ISHARES TR - FLTG RATE NT ETF$251K
first bought this quarter
+7 more in the Excel export
Added to (53)
- ISHARES TR - 7-10 YR TRSY BD+23%
now $16.8M
- ISHARES TR - FUTU AI TECH ETF+452%
now $2.5M
- ISHARES TR - CORE HIGH DV ETF+40%
now $3.9M
- SPDR SERIES TRUST - ST STR P500ETF+4%
now $28.0M
- ETF SER SOLUTIONS - DEFIA QUANT ETF+61%
now $2.1M
- SPDR INDEX SHS FDS - ST STR PO EX ETF+2%
now $31.9M
+47 more in the Excel export
Trimmed (64)
$AMGNAMGEN INC-35%
now $3.9M · held 11+ qtrs
- FIRST TR EXCHANGE TRADED FD - NASDQ ARTFCIAL-34%
now $2.3M
- ISHARES TR - FUTU EXPO TE ETF-18%
now $3.5M
- SPDR SERIES TRUST - ST PORT HIGH ETF-22%
now $2.1M
- JANUS DETROIT STR TR - HENDRSON AAA CL-27%
now $1.3M
- FIRST TR EXCHANGE-TRADED FD - FT VEST RIS-6%
now $7.5M
+58 more in the Excel export
Holdings by quarter
Every 13F Atlas Private Wealth Advisors has filed, 25 earlier quarters. Pick one to see what it held then.
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Q3 2026 13F filed with the SEC on Oct 23, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Atlas Private Wealth Advisors's top 20 holdings: 75/100 (our AI quality score, weighted by position size; 14 of the 20 are scored)
Top 10 since filing
+0.9%
Value-weighted move of the 10 largest stock positions
Turnover
3%
Last quarter; 15% over the last 4
Top 10 weight
50%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
Atlas Private Wealth Advisors disclosed 149 positions worth $462.0M in its Form 13F-HR for Q3 2026. During the quarter the fund opened 13 new positions and exited 3. The portfolio is most concentrated in Other (76.9% of disclosed assets). All figures are sourced directly from Atlas Private Wealth Advisors’s Form 13F-HR filing with the SEC under CIK 1814234.
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AI-Powered Hedge Fund Analysis: Atlas Private Wealth Advisors
13F Pro is an AI hedge fund tracker and stock research platform. For Atlas Private Wealth Advisors (SEC CIK: 1814234), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Atlas Private Wealth Advisors's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.