Atlas Private Wealth Advisors
CIK 1814234
13F filing for Q2 2026・No. 4,134
- Holdings
- US$456.82M
- Quarter change
- +US$32.06M
- Entries
- 139
- Net bought (estimate)
- −US$13.75M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 12
- Sold out 5
- Cut 61
- Added 52
- Corporate actions 0
- Unchanged 14
Largest holdings
139 stocks worth US$456.82M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPDR SERIES TRUSTST STR P400MID | Added | 559,902 | US$37.83M | 8.28% |
| SPDR INDEX SHS FDSST STR PO EX ETF | Added | 620,241 | US$31.25M | 6.84% |
| SPYSTATE STR SPDR S&P 500 ETF TTR UNIT | Added | 37,332 | US$27.88M | 6.10% |
| SPDR SERIES TRUSTST STR P500ETF | Added | 300,403 | US$26.4M | 5.78% |
| QQQInvesco QQQUNIT SER 1 | Added | 28,670 | US$21.11M | 4.62% |
| SPDR SERIES TRUSTST STR SP600 SML | Added | 351,572 | US$20.28M | 4.44% |
| INVESCO EXCHANGE TRADED FD TLARGE CAP VALUE | Added | 246,888 | US$18.71M | 4.10% |
| SPDR SERIES TRUSTST STR PR SP1500 | Added | 186,239 | US$16.91M | 3.70% |
| IEFISHARES TR7-10 YR TRSY BD | Cut | 152,138 | US$14.39M | 3.15% |
| SPDR INDEX SHS FDSST STR ACWI ETF | Added | 345,135 | US$14.04M | 3.07% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 28, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.