Atria Wealth Solutions, Inc. 13F Holdings · last filed Q2 2025
Atria Wealth Solutions, Inc. reported 1,461 securities worth $4.42B in its SEC 13F filing for Q2 2025 (period ended 2025-06-30). Top holdings: IVV (2.76%), NVDA (1.97%), QQQ (1.91%). Among its top 25 positions this quarter: 25 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $122.0M | 2.76% | 196,325 | Trimmed |
| 2 | NVDA | NVIDIA CORPORATION | $87.0M | 1.97% | 549,711 | Trimmed |
| 3 | QQQ | INVESCO QQQ TR | $84.6M | 1.91% | 153,194 | Trimmed |
| 4 | AAPL | APPLE INC | $73.5M | 1.66% | 353,234 | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $69.6M | 1.57% | 139,747 | Trimmed |
| 6 | SPY | SPDR S&P 500 ETF TR | $58.8M | 1.33% | 94,897 | Trimmed |
| 7 | QUAL | ISHARES TR | $57.7M | 1.31% | 315,547 | Trimmed |
| 8 | VOO | VANGUARD INDEX FDS | $53.8M | 1.22% | 94,258 | Trimmed |
| 9 | IUSB | ISHARES TR | $50.6M | 1.14% | 1.1M | Trimmed |
| 10 | AMZN | AMAZON COM INC | $49.2M | 1.11% | 223,202 | Trimmed |
| 11 | VTI | VANGUARD INDEX FDS | $38.0M | 0.86% | 124,227 | Trimmed |
| 12 | IVW | ISHARES TR | $36.6M | 0.83% | 332,486 | Trimmed |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | $35.4M | 0.80% | 172,024 | Trimmed |
| 14 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $34.9M | 0.79% | 877,929 | Trimmed |
| 15 | BRKB | BERKSHIRE HATHAWAY INC DEL | $33.1M | 0.75% | 68,172 | Trimmed |
| 16 | META | META PLATFORMS INC | $32.6M | 0.74% | 44,398 | Trimmed |
| 17 | BND | VANGUARD BD INDEX FDS | $31.8M | 0.72% | 433,901 | Trimmed |
| 18 | GSY | INVESCO ACTIVELY MANAGED EXC | $29.1M | 0.66% | 580,333 | Trimmed |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $29.1M | 0.66% | 509,311 | Trimmed |
| 20 | JEPI | J P MORGAN EXCHANGE TRADED F | $28.9M | 0.65% | 507,452 | Trimmed |
| 21 | VUG | VANGUARD INDEX FDS | $27.9M | 0.63% | 63,486 | Trimmed |
| 22 | RDVY | FIRST TR EXCHANGE TRADED FD | $27.2M | 0.61% | 432,090 | Trimmed |
| 23 | IVE | ISHARES TR | $25.7M | 0.58% | 131,284 | Trimmed |
| 24 | SPYM | SPDR SERIES TRUST | $24.5M | 0.55% | 337,033 | Trimmed |
| 25 | COWZ | PACER FDS TR | $24.0M | 0.54% | 435,185 | Trimmed |
Source: SEC Form 13F filings · as of 2025-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR