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Atlas Private Wealth Advisors

Latest statistics and disclosures from Atlas Private Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPMD, SPDW, SPY, SPLG, SGOV, and represent 26.49% of Atlas Private Wealth Advisors's stock portfolio.
Added to shares of these 7 stocks: SPLG (+$9.2M), IEF, FFLC, GLD, SPYI, QUAL, SPYV.
Started 3 new stock positions in GLD, SPYI, FFLC.
Reduced shares in these 10 stocks: SPMD (-$51M), SPSM (-$23M), SPY (-$21M), DIA (-$18M), RSP (-$18M), QQEW (-$17M), SPDW (-$17M), QQQ (-$16M), PWV (-$15M), DGRO (-$13M).
Sold out of its positions in ABT, AMD, ELV, APO, BAC, CI, CSCO, CLX, COP, DIS.
Atlas Private Wealth Advisors was a net seller of stock by $-416M.
Atlas Private Wealth Advisors has $408M in assets under management (AUM), dropping by -47.47%.
Central Index Key (CIK): 0001814234

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Portfolio Holdings for Atlas Private Wealth Advisors

Atlas Private Wealth Advisors holds 135 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p400 (SPMD)	7.4	$30M	-63%	526k	57.19	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	5.7	$23M	-41%	547k	42.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.8	$20M	-51%	30k	666.18	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	4.5	$19M	+98%	236k	78.34	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.0	$16M	-22%	163k	100.70	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	3.9	$16M	-59%	347k	46.32	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.9	$16M	+5%	164k	96.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.8	$15M	-51%	26k	600.36	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	3.5	$14M	-50%	220k	65.21	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	3.1	$13M	-46%	484k	25.85	View chart
Apple (AAPL)	2.8	$11M	-52%	45k	254.63	View chart
Ishares Tr Core Div Grwth (DGRO)	2.6	$11M	-54%	154k	68.08	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	2.6	$11M	-39%	130k	80.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.5	$10M	-62%	54k	189.70	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	2.4	$9.8M	-49%	280k	34.92	View chart
Spdr Series Trust Portfli High Yld (SPHY)	2.3	$9.5M	-46%	395k	23.94	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	2.3	$9.4M	-45%	191k	49.31	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.3	$9.4M	-22%	200k	46.81	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	2.2	$9.1M	-52%	538k	17.01	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$8.1M	-37%	80k	100.25	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	1.9	$7.9M	-29%	156k	50.78	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	1.2	$5.1M	-20%	100k	50.68	View chart
Palantir Technologies Cl A (PLTR)	1.2	$5.0M	-50%	28k	182.42	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.1	$4.6M	-79%	10k	463.72	View chart
Ssga Active Tr Spdr Loomis Sayl (OBND)	1.0	$4.2M	-49%	159k	26.28	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.0	$4.1M	-41%	106k	38.57	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$4.1M	-53%	16k	247.12	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.0	$3.9M	-31%	44k	89.37	View chart
Microsoft Corporation (MSFT)	0.9	$3.6M	-54%	7.0k	517.94	View chart
First Tr Exchange-traded SHS (QQEW)	0.8	$3.3M	-83%	23k	141.11	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.7	$3.0M	-53%	63k	47.51	View chart
Ishares Tr Future Exponenti (XT)	0.6	$2.5M	-24%	35k	71.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.6	$2.5M	-56%	91k	27.64	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.6	$2.4M	-51%	48k	50.74	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$2.3M	-47%	19k	122.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.6	$2.3M	-51%	87k	25.90	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.5	$2.2M	-31%	42k	52.89	View chart
Tesla Motors (TSLA)	0.5	$2.2M	-58%	5.0k	444.72	View chart
Amazon (AMZN)	0.5	$2.2M	-57%	9.9k	219.57	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$2.1M	-57%	8.7k	243.55	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.5	$1.8M	-36%	51k	36.30	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.4	$1.8M	-51%	37k	49.19	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.7M	-48%	53k	31.62	View chart
First Tr Exchange-traded SHS (FDL)	0.4	$1.6M	-14%	37k	43.41	View chart
Spdr Series Trust Ice Pfd Sec Etf (PSK)	0.4	$1.6M	-87%	48k	33.07	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$1.6M	-49%	5.6k	281.88	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$1.6M	-37%	18k	86.30	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$1.5M	-55%	30k	50.70	View chart
NVIDIA Corporation (NVDA)	0.4	$1.5M	-58%	7.9k	186.59	View chart
Meta Platforms Cl A (META)	0.3	$1.4M	-56%	1.9k	734.23	View chart
Select Sector Spdr Tr Financial (XLF)	0.3	$1.2M	-55%	23k	53.87	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.3	$1.1M	-53%	18k	61.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.1M	-52%	12k	95.14	View chart
Ishares Tr Select Divid Etf (DVY)	0.3	$1.0M	-50%	7.3k	142.10	View chart
Costco Wholesale Corporation (COST)	0.2	$1.0M	-53%	1.1k	925.48	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$1.0M	-44%	32k	31.38	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$993k	-35%	7.3k	135.65	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$991k	-55%	4.1k	243.09	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$945k	-34%	35k	27.29	View chart
Johnson & Johnson (JNJ)	0.2	$941k	-63%	5.1k	185.41	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$893k	-49%	10k	88.96	View chart
Trane Technologies SHS (TT)	0.2	$859k	-50%	2.0k	422.02	View chart
Global X Fds Russell 2000 (RYLD)	0.2	$818k	-76%	54k	15.05	View chart
Broadcom (AVGO)	0.2	$807k	-58%	2.4k	329.84	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$800k	-31%	7.6k	104.91	View chart
JPMorgan Chase & Co. (JPM)	0.2	$767k	-53%	2.4k	315.43	View chart
Medtronic SHS (MDT)	0.2	$745k	-47%	7.8k	95.24	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$744k	-51%	1.1k	669.27	View chart
Home Depot (HD)	0.2	$715k	-58%	1.8k	405.26	View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)	0.2	$713k	-45%	5.1k	140.43	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.2	$710k	-20%	80k	8.90	View chart
Amgen (AMGN)	0.2	$677k	-51%	2.4k	282.25	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$653k	-43%	10k	65.00	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$625k	-54%	9.3k	67.26	View chart
Chevron Corporation (CVX)	0.1	$597k	-41%	3.8k	155.30	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$557k	-48%	6.7k	82.58	View chart
Fair Isaac Corporation (FICO)	0.1	$504k	-50%	337.00	1496.53	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$491k	-41%	9.7k	50.67	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$486k	-54%	966.00	502.72	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$483k	+58%	2.5k	194.53	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$483k	-45%	42k	11.59	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$481k	-13%	11k	42.03	View chart
Procter & Gamble Company (PG)	0.1	$473k	-63%	3.1k	153.63	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$468k	-49%	1.7k	279.24	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$467k	-48%	10k	45.78	View chart
American Express Company (AXP)	0.1	$464k	-49%	1.4k	332.26	View chart
Commercial Metals Company (CMC)	0.1	$458k	-50%	8.0k	57.28	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$454k	-50%	2.7k	166.18	View chart
Abbvie (ABBV)	0.1	$453k	-52%	2.0k	231.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$435k	-50%	13k	33.42	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$431k	-58%	7.5k	57.47	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$425k	-50%	569.00	746.97	View chart
Verizon Communications (VZ)	0.1	$425k	-63%	9.7k	43.95	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$424k	-31%	6.2k	68.39	View chart
Philip Morris International (PM)	0.1	$421k	-68%	2.6k	162.21	View chart
McDonald's Corporation (MCD)	0.1	$412k	-63%	1.4k	303.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$412k	-60%	12k	34.84	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$411k	-54%	1.7k	241.94	View chart
Spdr Series Trust Prtflo S&p500 Vl (SPYV)	0.1	$410k	+64%	7.4k	55.33	View chart
Intel Corporation (INTC)	0.1	$410k	-52%	12k	33.55	View chart
Exxon Mobil Corporation (XOM)	0.1	$404k	-72%	3.6k	112.75	View chart
Visa Com Cl A (V)	0.1	$404k	-52%	1.2k	341.52	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$390k	-49%	2.7k	145.59	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$359k	-25%	4.8k	74.09	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$357k	NEW	6.9k	52.04	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$355k	-36%	2.5k	139.17	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.1	$346k	-51%	6.8k	51.09	View chart
Mastercard Incorporated Cl A (MA)	0.1	$332k	-56%	584.00	569.18	View chart
Netflix (NFLX)	0.1	$329k	-57%	274.00	1198.92	View chart
Coca-Cola Company (KO)	0.1	$323k	-67%	4.9k	66.32	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$309k	-22%	2.3k	135.24	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$307k	-55%	1.1k	279.75	View chart
Texas Instruments Incorporated (TXN)	0.1	$296k	-53%	1.6k	183.73	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$292k	-50%	8.0k	36.55	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$287k	-48%	3.5k	81.20	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$283k	-54%	3.8k	74.91	View chart
Wal-Mart Stores (WMT)	0.1	$283k	-65%	2.7k	103.07	View chart
International Business Machines (IBM)	0.1	$280k	-51%	994.00	282.11	View chart
At&t (T)	0.1	$277k	-75%	9.8k	28.24	View chart
Pepsi (PEP)	0.1	$272k	-66%	1.9k	140.41	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$255k	-52%	4.2k	60.49	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$252k	-31%	5.5k	46.12	View chart
Goldman Sachs (GS)	0.1	$248k	-51%	311.00	795.83	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$231k	NEW	651.00	355.47	View chart
Lowe's Companies (LOW)	0.1	$229k	-52%	912.00	251.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$223k	-51%	1.9k	118.84	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$219k	NEW	4.2k	52.30	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.1	$218k	-51%	2.0k	111.48	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$216k	-52%	3.2k	67.84	View chart
Diamondback Energy (FANG)	0.1	$215k	-51%	1.5k	143.10	View chart
Duke Energy Corp Com New (DUK)	0.1	$208k	-59%	1.7k	123.75	View chart
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC)	0.1	$206k	-50%	3.1k	66.21	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$187k	-52%	11k	17.16	View chart
Vince Hldg Corp Com New (VNCE)	0.0	$170k	-54%	51k	3.34	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$165k	-51%	24k	6.91	View chart

Past Filings by Atlas Private Wealth Advisors

SEC 13F filings are viewable for Atlas Private Wealth Advisors going back to 2020

Atlas Private Wealth Advisors 2025 Q3 filed Nov. 4, 2025
Atlas Private Wealth Advisors 2025 Q2 filed Aug. 5, 2025
Atlas Private Wealth Advisors 2025 Q1 filed April 17, 2025
Atlas Private Wealth Advisors 2024 Q4 filed Jan. 21, 2025
Atlas Private Wealth Advisors 2024 Q3 filed Oct. 9, 2024
Atlas Private Wealth Advisors 2024 Q2 filed July 12, 2024
Atlas Private Wealth Advisors 2024 Q1 filed May 6, 2024
Atlas Private Wealth Advisors 2023 Q4 filed Jan. 10, 2024
Atlas Private Wealth Advisors 2023 Q3 filed Oct. 11, 2023
Atlas Private Wealth Advisors 2023 Q2 filed Aug. 4, 2023
Atlas Private Wealth Advisors 2023 Q1 filed April 12, 2023
Atlas Private Wealth Advisors 2022 Q4 filed Feb. 14, 2023
Atlas Private Wealth Advisors 2022 Q3 filed Nov. 14, 2022
Atlas Private Wealth Advisors 2022 Q2 filed Aug. 18, 2022
Atlas Private Wealth Advisors 2022 Q1 restated filed April 26, 2022
Atlas Private Wealth Advisors 2021 Q4 filed April 21, 2022

View all past filings

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