Atlas Private Wealth Advisors - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 5, 2026, for the 2025 Q4 period, Atlas Private Wealth Advisors held in its portfolio 127 assets valued at $427,969,597 (i.e. $427.97M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($92.95M), SPDR INDEX SHS FDS ($26.33M), and SPDR S&P 500 ETF TR ($23.12M).
The chart below shows the top 10 valuable assets, and the table below shows the top 127 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Atlas Private Wealth Advisors - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 1778380 | 92951919 | STATE STREET SPD |
| SPDR INDEX SHS FDS | 592941 | 26332527 | PORTFOLIO DEVLPD |
| SPDR S&P 500 ETF TR | 33903 | 23118690 | TR UNIT |
| ISHARES TR | 183023 | 18371784 | 0-3 MNTH TREASRY |
| ISHARES TR | 177866 | 17103542 | 7-10 YR TRSY BD |
| INVESCO QQQ TR | 26946 | 16553043 | UNIT SER 1 |
| INVESCO EXCHANGE TRADED FD T | 233148 | 15508949 | LARGE CAP VALUE |
| FIRST TR EXCHANGE-TRADED FD | 462977 | 12148526 | FT VEST RIS |
| APPLE INC | 44190 | 12013368 | COM |
| ISHARES TR | 164858 | 11444426 | CORE DIV GRWTH |
| SPDR INDEX SHS FDS | 308380 | 11077011 | MSCI ACWI EXUS |
| INVESCO EXCHANGE TRADED FD T | 55884 | 10705087 | S&P500 EQL WGT |
| SPDR INDEX SHS FDS | 217702 | 10190616 | PORTFOLIO EMG MK |
| FIRST TR EXCHANGE-TRADED FD | 178674 | 8781832 | FT VEST S&P 500 |
| ISHARES TR | 87500 | 8739462 | CORE US AGGBD ET |
| GLOBAL X FDS | 489158 | 8643428 | NASDAQ 100 COVER |
| JANUS DETROIT STR TR | 168237 | 8509410 | HENDRSON AAA CL |
| PALANTIR TECHNOLOGIES INC | 27054 | 4808861 | CL A |
| DIMENSIONAL ETF TRUST | 116598 | 4616099 | US CORE EQUITY 2 |
| SSGA ACTIVE TR | 172841 | 4500438 | STATE STREET LOO |
| INVESCO EXCH TRADED FD TR II | 17546 | 4437634 | NASDAQ 100 ETF |
| SPDR DOW JONES INDL AVERAGE | 8764 | 4211874 | UT SER 1 |
| ISHARES TR | 44304 | 3861503 | 20 YR TR BD ETF |
| MICROSOFT CORP | 6866 | 3320678 | COM |
| TESLA INC | 7088 | 3187613 | COM |
| FIRST TR EXCHNG TRADED FD VI | 105325 | 3117877 | FT VEST LADDERED |
| AB ACTIVE ETFS INC | 61345 | 3096712 | ULTRA SHORT INCM |
| FIRST TR EXCH TRADED FD III | 63711 | 3053939 | MUNI HI INCM ETF |
| ALPHABET INC | 8634 | 2709418 | CAP STK CL C |
| ISHARES TR | 38450 | 2681482 | FUTURE EXPONENTI |
| FIRST TR EXCHANGE-TRADED FD | 17990 | 2556829 | NASDAQ-100 SEL |
| FIRST TR EXCHANGE TRADED FD | 45140 | 2341253 | NASDQ ARTFCIAL |
| INVESCO EXCHANGE TRADED FD T | 45155 | 2325683 | DIVID ACHIEVEV |
| ISHARES TR | 19122 | 2325373 | CORE HIGH DV ETF |
| AMAZON COM INC | 9874 | 2279118 | COM |
| FIRST TR EXCHNG TRADED FD VI | 83924 | 2226494 | FT VEST LAD |
| PACER FDS TR | 58179 | 2048473 | US LRG CP CASH |
| BLACKROCK ETF TRUST II | 37559 | 1828350 | ISHARES HIGH YIE |
| SELECT SECTOR SPDR TR | 11198 | 1612171 | STATE STREET TEC |
| ISHARES TR | 51417 | 1591870 | PFD AND INCM SEC |
| ARK ETF TR | 19240 | 1479938 | INNOVATION ETF |
| FIRST TR EXCH TRADED FD III | 28883 | 1476953 | MANAGD MUN ETF |
| NVIDIA CORPORATION | 7249 | 1351949 | COM |
| DIMENSIONAL ETF TRUST | 40699 | 1332090 | WORLD EX US CORE |
| ALPHABET INC | 4045 | 1266151 | CAP STK CL A |
| META PLATFORMS INC | 1857 | 1225725 | CL A |
| FIRST TR EXCHANGE TRADED FD | 17805 | 1120300 | DORSEY WRT 5 ETF |
| ISHARES TR | 11435 | 1076759 | MSCI USA MIN VOL |
| JOHNSON & JOHNSON | 4914 | 1017051 | COM |
| VANECK ETF TRUST | 8150 | 1012190 | URANIUM AND NUCL |
| SELECT SECTOR SPDR TR | 17781 | 973844 | STATE STREET FIN |
| ISHARES TR | 6819 | 962421 | SELECT DIVID ETF |
| CAPITAL GRP FIXED INCM ETF T | 35016 | 958731 | MUNICIPAL INCOME |
| COSTCO WHSL CORP NEW | 1034 | 891945 | COM |
| WISDOMTREE TR | 9966 | 891290 | US QTLY DIV GRT |
| ETF SER SOLUTIONS | 8102 | 888431 | DEFIANCE QUANTUM |
| BROADCOM INC | 2476 | 856905 | COM |
| FIRST TR EXCHANGE-TRADED FD | 18014 | 798755 | SHS |
| TRANE TECHNOLOGIES PLC | 2041 | 794436 | SHS |
| AMGEN INC | 2383 | 779983 | COM |
| JPMORGAN CHASE & CO. | 2418 | 779000 | COM |
| MEDTRONIC PLC | 8089 | 777032 | SHS |
| NUVEEN CALIFORNIA MUNI VLU F | 85533 | 765523 | COM STK |
| SPDR INDEX SHS FDS | 5016 | 718553 | MSCI WRLD STRGIC |
| ISHARES TR | 968 | 662728 | CORE S&P500 ETF |
| FIRST TR EXCHANGE TRADED FD | 9350 | 649550 | RISNG DIVD ACHIV |
| BLACKROCK MUNIHLDGS NJ QLTY | 51501 | 612862 | COM |
| HOME DEPOT INC | 1680 | 578142 | COM |
| CAPITAL GROUP DIVIDEND VALUE | 13244 | 577953 | SHS CREATION UNI |
| ISHARES TR | 6740 | 570474 | CORE MSCI TOTAL |
| FAIR ISAAC CORP | 337 | 569739 | COM |
| COMMERCIAL METALS CO | 8000 | 553760 | COM |
| ISHARES BITCOIN TRUST ETF | 10901 | 541231 | SHS BEN INT |
| BLACKROCK ETF TRUST II | 10676 | 538695 | ISHARES SHORT-TE |
| AMERICAN EXPRESS CO | 1396 | 516362 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 1680 | 510611 | SPONSORED ADS |
| FIDELITY COVINGTON TRUST | 9300 | 496251 | FUNDAMENTAL LARG |
| ISHARES TR | 10208 | 491821 | FUTURE AI & TECH |
| BERKSHIRE HATHAWAY INC DEL | 936 | 470463 | CL B NEW |
| INTEL CORP | 12212 | 450618 | COM |
| ABBVIE INC | 1958 | 447398 | COM |
| FIRST TR EXCHANGE-TRADED FD | 2734 | 447191 | US EQTY OPPT ETF |
| J P MORGAN EXCHANGE TRADED F | 5987 | 447176 | EQUITY FOCUS ETF |
| CHEVRON CORP NEW | 2879 | 438745 | COM |
| VANGUARD WORLD FD | 569 | 429206 | INF TECH ETF |
| ISHARES TR | 1699 | 418214 | RUSSELL 2000 ETF |
| EXXON MOBIL CORP | 3456 | 415933 | COM |
| VISA INC | 1184 | 415176 | COM CL A |
| PACER FDS TR | 6803 | 409342 | US CASH COWS 100 |
| PROCTER AND GAMBLE CO | 2750 | 394114 | COM |
| GLOBAL X FDS | 25210 | 385713 | RUSSELL 2000 |
| INVESCO EXCHANGE TRADED FD T | 2704 | 374413 | S&P MDCP MOMNTUM |
| PHILIP MORRIS INTL INC | 2322 | 372370 | COM |
| ISHARES TR | 5403 | 361583 | US CONSM STAPLES |
| MCDONALDS CORP | 1172 | 358257 | COM |
| MASTERCARD INCORPORATED | 571 | 326060 | CL A |
| WALMART INC | 2903 | 323455 | COM |
| ISHARES TR | 8000 | 315600 | INTL SEL DIV ETF |
| ISHARES TR | 2083 | 310333 | ESG AWR MSCI USA |
| VERIZON COMMUNICATIONS INC | 7540 | 307096 | COM |
| INTERNATIONAL BUSINESS MACHS | 999 | 295811 | COM |
| FIRST TR EXCHANGE-TRADED FD | 1094 | 294394 | DJ INTERNT IDX |
| SPDR INDEX SHS FDS | 3823 | 293237 | PORTFLI MSCI GBL |
| DIMENSIONAL ETF TRUST | 5631 | 280985 | INTERNATNAL VAL |
| TEXAS INSTRS INC | 1609 | 279145 | COM |
| ISHARES TR | 3420 | 275789 | IBOXX HI YD ETF |
| NETFLIX INC | 2750 | 257841 | COM |
| PEPSICO INC | 1794 | 257463 | COM |
| GOLDMAN SACHS GROUP INC | 291 | 255393 | COM |
| MICRON TECHNOLOGY INC | 858 | 244930 | COM |
| ADVANCED MICRO DEVICES INC | 1129 | 241786 | COM |
| SELECT SECTOR SPDR TR | 1493 | 231125 | STATE STREET HEA |
| ISHARES TR | 3227 | 230418 | EAFE VALUE ETF |
| FIDELITY NATIONAL FINANCIAL | 4215 | 230097 | COM SHS |
| ISHARES TR | 1884 | 226461 | CORE S&P SCP ETF |
| DIAMONDBACK ENERGY INC | 1500 | 225495 | COM |
| COCA COLA CO | 3152 | 220366 | COM |
| LOWES COS INC | 912 | 219938 | COM |
| NEOS ETF TRUST | 4180 | 219575 | NEOS S&P 500 HI |
| MERCK & CO INC | 2077 | 218624 | COM |
| ISHARES TR | 1929 | 212518 | IBOXX INV CP ETF |
| AT&T INC | 8497 | 211063 | COM |
| ELEVANCE HEALTH INC FORMERLY | 593 | 208044 | COM |
| BITWISE 10 CRYPTO INDEX ETF | 3471 | 203959 | UNIT BENEFICIAL |
| VINCE HLDG CORP | 49000 | 199920 | COM NEW |
| ENERGY TRANSFER L P | 11086 | 182808 | COM UT LTD PTN |
| FS CREDIT OPPORTUNITIES CORP | 21343 | 134460 | COMMON STOCK |
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