Atlas Brown,Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 9, 2026, for the 2025 Q4 period, Atlas Brown,Inc. held in its portfolio 226 assets valued at $336,370,691 (i.e. $336.37M).
The most valuable assets in the portfolio included: NVIDIA CORPORATION COM ($24.77M), APPLE INC COM ($19.62M), and MICROSOFT CORP COM ($11.36M).
The chart below shows the top 10 valuable assets, and the table below shows the top 226 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Atlas Brown,Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| NVIDIA CORPORATION COM | 132796 | 24766448 | Stock |
| APPLE INC COM | 72165 | 19618745 | Stock |
| MICROSOFT CORP COM | 23494 | 11362260 | Stock |
| VANGUARD TOTAL STOCK MARKET ETF | 32628 | 10939180 | ETF |
| JPMORGAN CHASE & CO. COM | 24092 | 7763036 | Stock |
| ABBVIE INC COM | 30367 | 6938665 | Stock |
| JOHNSON & JOHNSON COM | 32763 | 6780355 | Stock |
| ALPHABET INC CAP STK CL C | 20592 | 6461874 | Stock |
| AMAZON COM INC COM | 27602 | 6370982 | Stock |
| SPDR S&P 500 ETF TRUST | 8898 | 6067504 | ETF |
| ISHARES CORE S&P 500 ETF | 7465 | 5113128 | ETF |
| EXXON MOBIL CORP COM | 42321 | 5092860 | Stock |
| ISHARES RUSSELL 1000 GROWTH ETF | 10563 | 4999572 | ETF |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 33301 | 4560307 | ETF |
| PROCTER AND GAMBLE CO COM | 31251 | 4478617 | Stock |
| TJX COS INC NEW COM | 27690 | 4253491 | Stock |
| COSTCO WHSL CORP NEW COM | 4620 | 3984256 | Stock |
| ALPHABET INC CAP STK CL A | 12604 | 3945012 | Stock |
| META PLATFORMS INC CL A | 5852 | 3862848 | Stock |
| CHEVRON CORP NEW COM | 24776 | 3776105 | Stock |
| HOME DEPOT INC COM | 10914 | 3755487 | Stock |
| ISHARES RUSSELL 2000 VALUE ETF | 20257 | 3670821 | ETF |
| PEPSICO INC COM | 24023 | 3447765 | Stock |
| ISHARES RUSSELL 2000 GROWTH ETF | 10347 | 3342168 | ETF |
| ISHARES S&P 500 GROWTH ETF | 26636 | 3283194 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 6360 | 3197100 | Stock |
| ISHARES RUSSELL MID-CAP VALUE ETF | 20665 | 2914756 | ETF |
| CATERPILLAR INC COM | 4939 | 2829334 | Stock |
| CUMMINS INC COM | 5242 | 2675706 | Stock |
| GE AEROSPACE COM NEW | 8513 | 2622413 | Stock |
| ABBOTT LABS COM | 20461 | 2563602 | Stock |
| ISHARES MSCI EAFE ETF | 26591 | 2553530 | ETF |
| ISHARES RUSSELL 1000 VALUE ETF | 12135 | 2552518 | ETF |
| VANGUARD VALUE ETF | 13299 | 2539950 | ETF |
| INVESCO QQQ TRUST SERIES I | 4098 | 2517541 | ETF |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 10821 | 2431144 | ETF |
| APPLIED MATLS INC COM | 9153 | 2352132 | Stock |
| PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 22537 | 2345440 | ETF |
| ISHARES MSCI EMERGING MARKETS ETF | 41433 | 2266800 | ETF |
| ORACLE CORP COM | 11255 | 2193786 | Stock |
| DISNEY WALT CO COM | 19134 | 2176908 | Stock |
| BANK AMERICA CORP COM | 38984 | 2144111 | Stock |
| AUTOMATIC DATA PROCESSING INC COM | 8257 | 2123986 | Stock |
| ELI LILLY & CO COM | 1975 | 2122208 | Stock |
| WALMART INC COM | 18735 | 2087269 | Stock |
| RTX CORPORATION COM | 10971 | 2012099 | Stock |
| PFIZER INC COM | 80527 | 2005111 | Stock |
| INTERNATIONAL BUSINESS MACHS COM | 6713 | 1988459 | Stock |
| SALESFORCE INC COM | 7395 | 1959003 | Stock |
| VISA INC COM CL A | 5292 | 1855970 | Stock |
| NETFLIX INC COM | 18445 | 1729384 | Stock |
| MERCK & CO INC COM | 16204 | 1705649 | Stock |
| VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | 22513 | 1656054 | ETF |
| CLOUDFLARE INC CL A COM | 8301 | 1636475 | Stock |
| CISCO SYS INC COM | 20773 | 1600142 | Stock |
| ISHARES 7-10 YEAR TREASURY BOND ETF | 16411 | 1578058 | ETF |
| AMERICAN EXPRESS CO COM | 4205 | 1555792 | Stock |
| GE VERNOVA INC COM | 2373 | 1550774 | Stock |
| FIDELITY MSCI HEALTH CARE INDEX ETF | 20217 | 1501743 | ETF |
| AT&T INC COM | 58881 | 1462594 | Stock |
| ISHARES RUSSELL MIDCAP ETF | 14710 | 1416137 | ETF |
| BOEING CO COM | 6516 | 1414665 | Stock |
| MCDONALDS CORP COM | 4587 | 1401802 | Stock |
| INTEL CORP COM | 37719 | 1391824 | Stock |
| JOHNSON CTLS INTL PLC SHS | 11609 | 1390126 | Stock |
| COCA COLA CO COM | 19781 | 1382880 | Stock |
| UNION PAC CORP COM | 5794 | 1340215 | Stock |
| TESLA INC COM | 2967 | 1334502 | Stock |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF | 26150 | 1286330 | ETF |
| BP PLC SPONSORED ADR | 36721 | 1275306 | ADR |
| PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF | 14852 | 1250863 | ETF |
| MASTERCARD INCORPORATED CL A | 2159 | 1232713 | Stock |
| STATE STREET SPDR DOW JONES REIT ETF | 12161 | 1194538 | ETF |
| NEXTERA ENERGY INC COM | 14820 | 1189730 | Stock |
| BLACKROCK INC COM | 1081 | 1156974 | Stock |
| PARKER-HANNIFIN CORP COM | 1309 | 1150859 | Stock |
| AVANTIS EMERGING MARKETS EQUITY ETF | 14371 | 1106838 | ETF |
| DUKE ENERGY CORP NEW COM NEW | 9193 | 1077469 | Stock |
| SHERWIN WILLIAMS CO COM | 3275 | 1061224 | Stock |
| ISHARES RUSSELL 2000 ETF | 4245 | 1044969 | ETF |
| INVESCO S&P 500 EQUAL WEIGHT ETF | 5332 | 1021398 | ETF |
| TARGET CORP COM | 10065 | 983828 | Stock |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 12268 | 978110 | ETF |
| ILLINOIS TOOL WKS INC COM | 3964 | 976409 | Stock |
| VERIZON COMMUNICATIONS INC COM | 23914 | 973998 | Stock |
| PNC FINL SVCS GROUP INC COM | 4623 | 965045 | Stock |
| OREILLY AUTOMOTIVE INC COM | 10546 | 961878 | Stock |
| PALANTIR TECHNOLOGIES INC CL A | 5288 | 939933 | Stock |
| ISHARES S&P MID-CAP 400 GROWTH ETF | 9697 | 939466 | ETF |
| COMCAST CORP NEW CL A | 31324 | 936274 | Stock |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | 9399 | 876970 | ETF |
| ASML HOLDING N V N Y REGISTRY SHS | 812 | 869198 | ADR |
| KROGER CO COM | 13279 | 829653 | Stock |
| SITIME CORP COM | 2292 | 809516 | Stock |
| UBIQUITI INC COM | 1425 | 788524 | Stock |
| FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | 10593 | 776253 | ETF |
| ISHARES TIPS BOND ETF | 7020 | 771538 | ETF |
| PHILIP MORRIS INTL INC COM | 4779 | 766611 | Stock |
| TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 2513 | 763815 | ADR |
| BERKSHIRE HATHAWAY INC DEL CL A | 1 | 754800 | Stock |
| VANGUARD MID-CAP VALUE ETF | 4255 | 754667 | ETF |
| 3M CO COM | 4613 | 738592 | Stock |
| BROWN FORMAN CORP CL B | 28228 | 735630 | Stock |
| VANGUARD FTSE EMERGING MARKETS ETF | 13615 | 731942 | ETF |
| DANAHER CORPORATION COM | 3196 | 731555 | Stock |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 7995 | 727307 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 13474 | 726805 | Stock |
| REAVES UTIL INCOME FD COM SH BEN INT | 19621 | 717724 | CEF |
| AXT INC COM | 39150 | 640103 | Stock |
| FORD MTR CO COM | 48453 | 635706 | Stock |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 10055 | 628136 | ETF |
| HUMANA INC COM | 2436 | 623872 | Stock |
| IDEXX LABS INC COM | 892 | 603607 | Stock |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | 2401 | 600891 | ETF |
| US BANCORP DEL COM NEW | 11250 | 600301 | Stock |
| ISHARES S&P 500 VALUE ETF | 2805 | 594900 | ETF |
| BROADCOM INC COM | 1718 | 594627 | Stock |
| QUALCOMM INC COM | 3450 | 590120 | Stock |
| WELLS FARGO CO NEW COM | 6235 | 581061 | Stock |
| STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | 6139 | 578210 | ETF |
| STARBUCKS CORP COM | 6864 | 578039 | Stock |
| CITIGROUP INC COM NEW | 4948 | 577406 | Stock |
| DOVER CORP COM | 2941 | 574200 | Stock |
| ISHARES MSCI USA QUALITY FACTOR ETF | 2866 | 569176 | ETF |
| PUBLIC STORAGE OPER CO COM | 2187 | 567527 | REIT |
| FIDELITY QUALITY FACTOR ETF | 7493 | 566423 | ETF |
| COHEN & STEERS INFRASTRUCTURE COM | 22465 | 541642 | CEF |
| PAYPAL HLDGS INC COM | 9242 | 539548 | Stock |
| ORGANON & CO COMMON STOCK | 74837 | 536584 | Stock |
| BROWN FORMAN CORP CL A | 20351 | 535435 | Stock |
| GOLDMAN SACHS ULTRA SHORT BOND ETF | 10500 | 529935 | ETF |
| OMNICOM GROUP INC COM | 6524 | 526813 | Stock |
| WATERS CORP COM | 1365 | 518468 | Stock |
| PARAMOUNT SKYDANCE CORP COM CL B | 38613 | 517419 | Stock |
| EDWARDS LIFESCIENCES CORP COM | 5924 | 505063 | Stock |
| SPDR GOLD SHARES | 1243 | 492613 | ETF |
| CHURCHILL DOWNS INC COM | 4311 | 490449 | Stock |
| FASTENAL CO COM | 12209 | 489933 | Stock |
| FREEPORT-MCMORAN INC CL B | 9607 | 487940 | Stock |
| ADVANCED MICRO DEVICES INC COM | 2272 | 486569 | Stock |
| RPM INTL INC COM | 4620 | 480480 | Stock |
| VANGUARD S&P MID-CAP 400 VALUE ETF | 4691 | 473838 | ETF |
| SOUTHERN CO COM | 5396 | 470517 | Stock |
| VANECK MORNINGSTAR WIDE MOAT ETF | 4431 | 458900 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 4244 | 454599 | ETF |
| ISHARES RUSSELL 1000 ETF | 1200 | 448128 | ETF |
| GILEAD SCIENCES INC COM | 3508 | 430545 | Stock |
| ISHARES U.S. FINANCIALS ETF | 3339 | 430449 | ETF |
| EMERSON ELEC CO COM | 3227 | 428354 | Stock |
| ISHARES U.S. TECHNOLOGY ETF | 2076 | 414540 | ETF |
| ISHARES MSCI USA MIN VOL FACTOR ETF | 4373 | 411740 | ETF |
| PROGRESSIVE CORP COM | 1803 | 410506 | Stock |
| AMKOR TECHNOLOGY INC COM | 10375 | 409605 | Stock |
| CVS HEALTH CORP COM | 5077 | 402908 | Stock |
| ENTERPRISE PRODS PARTNERS L P COM | 12492 | 400494 | Stock |
| DICKS SPORTING GOODS INC COM | 2000 | 395940 | Stock |
| PAPA JOHNS INTL INC COM | 10147 | 390558 | Stock |
| STOCK YDS BANCORP INC COM | 5933 | 385361 | Stock |
| GOLDMAN SACHS GROUP INC COM | 433 | 380924 | Stock |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | 2588 | 365312 | ETF |
| ISHARES GOLD TRUST | 4462 | 362187 | ETF |
| ALTRIA GROUP INC COM | 6278 | 362014 | Stock |
| KINDER MORGAN INC DEL COM | 13057 | 358926 | Stock |
| SHELL PLC SPON ADS | 4848 | 356220 | ADR |
| ISHARES S&P MID-CAP 400 VALUE ETF | 2682 | 352916 | ETF |
| THERMO FISHER SCIENTIFIC INC COM | 609 | 352829 | Stock |
| SIMPLIFY MBS ETF | 6950 | 350350 | ETF |
| CINCINNATI FINL CORP COM | 2121 | 346429 | Stock |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 10580 | 345128 | ETF |
| VANECK GOLD MINERS ETF | 4000 | 343080 | ETF |
| VANGUARD INFORMATION TECHNOLOGY ETF | 451 | 339651 | ETF |
| UNILEVER PLC SPON ADR NEW | 5009 | 327574 | ADR |
| AIR PRODS & CHEMS INC COM | 1317 | 325325 | Stock |
| UNITEDHEALTH GROUP INC COM | 983 | 324342 | Stock |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 4801 | 322706 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 567 | 321290 | Stock |
| NORTHROP GRUMMAN CORP COM | 549 | 313202 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 2166 | 311908 | ETF |
| FIDELITY MSCI FINANCIALS INDEX ETF | 4000 | 310999 | ETF |
| YUM BRANDS INC COM | 2023 | 306039 | Stock |
| BROADRIDGE FINL SOLUTIONS INC COM | 1364 | 304404 | Stock |
| FIDELITY HIGH DIVIDEND ETF | 5313 | 301220 | ETF |
| LOWES COS INC COM | 1240 | 299049 | Stock |
| VANGUARD SMALL-CAP ETF | 1150 | 296669 | ETF |
| UNITED PARCEL SERVICE INC CL B | 2976 | 295238 | Stock |
| EATON CORP PLC SHS | 927 | 295229 | Stock |
| VENTURE GLOBAL INC COM CL A | 43000 | 293260 | Stock |
| SYSCO CORP COM | 3842 | 283117 | Stock |
| HONEYWELL INTL INC COM | 1449 | 282611 | Stock |
| OTTER TAIL CORP COM | 3491 | 282108 | Stock |
| PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF | 4247 | 280612 | ETF |
| AVANTIS INTERNATIONAL EQUITY ETF | 3322 | 273485 | ETF |
| TE CONNECTIVITY PLC ORD SHS | 1201 | 273160 | Stock |
| FIFTH THIRD BANCORP COM | 5668 | 265299 | Stock |
| ISHARES U.S. CONSUMER DISCRETIONARY ETF | 2520 | 259937 | ETF |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 4460 | 255303 | ETF |
| ISHARES U.S. INDUSTRIALS ETF | 1703 | 252388 | ETF |
| ISHARES CORE MSCI EAFE ETF | 2780 | 248690 | ETF |
| FIRST TRUST MATERIALS ALPHADEX FUND | 3798 | 246209 | ETF |
| GRACO INC COM | 3000 | 245910 | Stock |
| ALPHATEC HLDGS INC COM NEW | 11506 | 242086 | Stock |
| ISHARES U.S. HEALTHCARE ETF | 3617 | 235477 | ETF |
| INTUIT COM | 349 | 231482 | Stock |
| CAPITAL ONE FINL CORP COM | 925 | 224283 | Stock |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 4057 | 222202 | ETF |
| BALLAST SMALL/MID CAP ETF | 5000 | 221651 | ETF |
| ENERGY TRANSFER L P COM UT LTD PTN | 13291 | 219169 | Stock |
| ISHARES CORE TOTAL USD BOND MARKET ETF | 4666 | 217143 | ETF |
| VANGUARD SMALL-CAP GROWTH ETF | 715 | 216009 | ETF |
| VANGUARD S&P 500 ETF | 344 | 215733 | ETF |
| WW GRAINGER INC COM | 213 | 215008 | Stock |
| NORFOLK SOUTHN CORP COM | 744 | 214900 | Stock |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 1495 | 214562 | ETF |
| VANGUARD GROWTH ETF | 439 | 214006 | ETF |
| MEDTRONIC PLC SHS | 2226 | 213868 | Stock |
| INVESCO S&P 500 REVENUE ETF | 1862 | 213253 | ETF |
| ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 3496 | 212594 | ETF |
| CSX CORP COM | 5826 | 211174 | Stock |
| PPG INDS INC COM | 2048 | 209838 | Stock |
| ISHARES MSCI EAFE VALUE ETF | 2936 | 209684 | ETF |
| BLACKSTONE INC COM | 1343 | 206939 | Stock |
| GOLDMAN SACHS PHYSICAL GOLD ETF | 4841 | 205985 | ETF |
| AMERICAN TOWER CORP NEW COM | 1171 | 205643 | REIT |
| FIDELITY WISE ORIGIN BITCOIN FUND | 2653 | 202238 | ETF |
| HEALTHPEAK PROPERTIES INC COM | 11592 | 186406 | REIT |
| WENDYS CO COM | 10361 | 86307 | Stock |