Atria Investments, Inc 13F Holdings · Q2 2026
Atria Investments, Inc reported 2,111 securities worth $9.98B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (3.18%), VOO (2.08%), NVDA (1.94%). Among its top 25 positions this quarter: 17 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $317.3M | 3.18% | 423,685 | Added |
| 2 | VOO | VANGUARD INDEX FDS | $207.3M | 2.08% | 301,842 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $193.6M | 1.94% | 967,697 | Added |
| 4 | MSFT | MICROSOFT CORP | $130.4M | 1.31% | 349,531 | Trimmed |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | $127.2M | 1.27% | 170,306 | Added |
| 6 | AAPL | APPLE INC | $119.5M | 1.20% | 413,130 | Trimmed |
| 7 | VUG | VANGUARD INDEX FDS | $119.1M | 1.19% | 1.4M | Added |
| 8 | GLD | SPDR GOLD TR | $116.5M | 1.17% | 316,251 | Added |
| 9 | GOOGL | ALPHABET INC | $102.4M | 1.03% | 286,496 | Trimmed |
| 10 | AMZN | AMAZON COM INC | $100.6M | 1.01% | 422,002 | Trimmed |
| 11 | VGIT | VANGUARD SCOTTSDALE FDS | $92.7M | 0.93% | 1.6M | Added |
| 12 | AVGO | BROADCOM INC | $89.9M | 0.90% | 238,038 | Trimmed |
| 13 | VTI | VANGUARD INDEX FDS | $89.8M | 0.90% | 242,650 | Added |
| 14 | VTV | VANGUARD INDEX FDS | $88.9M | 0.89% | 407,990 | Added |
| 15 | GOOG | ALPHABET INC | $84.3M | 0.84% | 238,647 | Added |
| 16 | IEMG | ISHARES INC | $82.6M | 0.83% | 997,377 | Trimmed |
| 17 | IVW | ISHARES TR | $83.0M | 0.83% | 603,475 | Added |
| 18 | VEA | VANGUARD TAX-MANAGED FDS | $81.1M | 0.81% | 1.1M | Added |
| 19 | DYNF | BLACKROCK ETF TRUST | $75.8M | 0.76% | 1.1M | Added |
| 20 | QLTY | GMO ETF TRUST | $70.9M | 0.71% | 1.7M | Added |
| 21 | JPM | JPMORGAN CHASE & CO | $68.6M | 0.69% | 209,540 | Added |
| 22 | META | META PLATFORMS INC | $68.9M | 0.69% | 122,388 | Trimmed |
| 23 | IUSB | ISHARES TR | $63.7M | 0.64% | 1.4M | Added |
| 24 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $64.0M | 0.64% | 133,986 | Added |
| 25 | BIL | SPDR SERIES TRUST | $62.3M | 0.62% | 679,771 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR