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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, SPYM, SGOV, and represent 28.23% of Atlas Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY, SPYM, SPDW, SGOV, SPMD, SPTM, IEF, CWI, TSLA, QQQ.
Started 5 new stock positions in AMD, MU, BITW, MRK, ELV.
Reduced shares in these 10 stocks: YEAR, QYLD, FDL, QQEW, KNG, DIA, RDVI, QUAL, RYLD, .
Sold out of its positions in DUK, EZBC, FLOT, QUAL, GLD, SPYV.
Atlas Private Wealth Advisors was a net buyer of stock by $15M.
Atlas Private Wealth Advisors has $428M in assets under management (AUM), dropping by 4.83%.
Central Index Key (CIK): 0001814234

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Portfolio Holdings for Atlas Private Wealth Advisors

Atlas Private Wealth Advisors holds 134 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPMD)	7.4	$32M	+4%	551k	57.91	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	6.2	$26M	+8%	593k	44.41	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	5.4	$23M	+14%	34k	681.91	View chart
Spdr Series Trust State Street Spd (SPYM)	4.9	$21M	+11%	263k	80.22	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.3	$18M	+12%	183k	100.38	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	4.0	$17M	+8%	178k	96.16	View chart
Spdr Series Trust State Street Spd (SPSM)	3.9	$17M	+2%	357k	46.86	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$17M	+5%	27k	614.30	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	3.6	$16M	+5%	233k	66.52	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	2.8	$12M	-4%	463k	26.24	View chart
Apple (AAPL)	2.8	$12M		44k	271.86	View chart
Spdr Series Trust State Street Spd (SPTM)	2.8	$12M	+12%	146k	82.50	View chart
Ishares Tr Core Div Grwth (DGRO)	2.7	$11M	+7%	165k	69.42	View chart
Spdr Index Shs Fds Msci Acwi Exus (CWI)	2.6	$11M	+10%	308k	35.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.5	$11M	+2%	56k	191.56	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	2.4	$10M	+8%	218k	46.81	View chart
Spdr Series Trust State Street Spd (SPHY)	2.3	$10M	+7%	425k	23.67	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	2.1	$8.8M	-6%	179k	49.15	View chart
Ishares Tr Core Us Aggbd Et (AGG)	2.0	$8.7M	+8%	88k	99.88	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	2.0	$8.6M	-8%	489k	17.67	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.0	$8.5M	+7%	168k	50.58	View chart
Palantir Technologies Cl A (PLTR)	1.1	$4.8M		27k	177.75	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$4.6M	+9%	117k	39.59	View chart
Ssga Active Tr State Street Loo (OBND)	1.1	$4.5M	+8%	173k	26.04	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.0	$4.4M	+6%	18k	252.91	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	1.0	$4.2M	-12%	8.8k	480.59	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$3.9M		44k	87.16	View chart
Microsoft Corporation (MSFT)	0.8	$3.3M		6.9k	483.64	View chart
Tesla Motors (TSLA)	0.7	$3.2M	+42%	7.1k	449.72	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.7	$3.1M	-38%	61k	50.48	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.7	$3.1M		64k	47.93	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.7M		8.6k	313.81	View chart
Ishares Tr Future Exponenti (XT)	0.6	$2.7M	+8%	39k	69.74	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.6	$2.6M	-22%	18k	142.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.6	$2.4M	-8%	84k	28.24	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.5	$2.3M	+6%	45k	51.87	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.5	$2.3M	-5%	45k	51.50	View chart
Ishares Tr Core High Dv Etf (HDV)	0.5	$2.3M		19k	121.61	View chart
Amazon (AMZN)	0.5	$2.3M		9.9k	230.82	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.5	$2.2M	-3%	84k	26.53	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.5	$2.0M	+14%	58k	35.21	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.4	$1.8M		38k	48.68	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.6M	+101%	11k	143.97	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.6M	-3%	51k	30.96	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$1.5M	+6%	19k	76.92	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.3	$1.5M	-2%	29k	51.14	View chart
NVIDIA Corporation (NVDA)	0.3	$1.4M	-8%	7.2k	186.50	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.3M	+27%	41k	32.73	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.3M		4.0k	313.02	View chart
Meta Platforms Cl A (META)	0.3	$1.2M		1.9k	660.06	View chart
Spdr Series Trust State Street Spd (PSK)	0.3	$1.2M	-19%	38k	31.69	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.3	$1.1M		18k	62.92	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.3	$1.1M		11k	94.16	View chart
Johnson & Johnson (JNJ)	0.2	$1.0M	-3%	4.9k	206.97	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.2	$1.0M	+11%	8.2k	124.20	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$974k	-21%	18k	54.77	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$962k	-6%	6.8k	141.14	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$959k		35k	27.38	View chart
Costco Wholesale Corporation (COST)	0.2	$892k	-5%	1.0k	862.62	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$891k		10k	89.43	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$888k	+6%	8.1k	109.66	View chart
Broadcom (AVGO)	0.2	$857k		2.5k	346.08	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$799k	-51%	18k	44.34	View chart
Trane Technologies SHS (TT)	0.2	$794k		2.0k	389.24	View chart
Amgen (AMGN)	0.2	$780k		2.4k	327.31	View chart
JPMorgan Chase & Co. (JPM)	0.2	$779k		2.4k	322.17	View chart
Medtronic SHS (MDT)	0.2	$777k	+3%	8.1k	96.06	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.2	$766k	+7%	86k	8.95	View chart
Spdr Index Shs Fds Msci Wrld Strgic (QWLD)	0.2	$719k		5.0k	143.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$663k	-12%	968.00	684.64	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.2	$650k		9.4k	69.47	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.1	$613k	+23%	52k	11.90	View chart
Home Depot (HD)	0.1	$578k	-4%	1.7k	344.13	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$578k	+15%	13k	43.64	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$571k		6.7k	84.64	View chart
Fair Isaac Corporation (FICO)	0.1	$570k		337.00	1690.62	View chart
Commercial Metals Company (CMC)	0.1	$554k		8.0k	69.22	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$541k	+8%	11k	49.65	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.1	$539k	+10%	11k	50.46	View chart
American Express Company (AXP)	0.1	$516k		1.4k	369.89	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$511k		1.7k	303.94	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.1	$496k	+35%	9.3k	53.36	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$492k		10k	48.18	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$471k	-3%	936.00	502.63	View chart
Intel Corporation (INTC)	0.1	$451k		12k	36.90	View chart
Abbvie (ABBV)	0.1	$447k		2.0k	228.50	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$447k		2.7k	163.57	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$447k	+23%	6.0k	74.69	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$446k		13k	34.26	View chart
Chevron Corporation (CVX)	0.1	$439k	-25%	2.9k	152.39	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$429k		569.00	754.32	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$418k		1.7k	246.15	View chart
Exxon Mobil Corporation (XOM)	0.1	$416k	-3%	3.5k	120.35	View chart
Visa Com Cl A (V)	0.1	$415k		1.2k	350.66	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$409k	-9%	6.8k	60.17	View chart
Procter & Gamble Company (PG)	0.1	$394k	-10%	2.8k	143.31	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$386k	-53%	25k	15.30	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$374k	+18%	2.7k	138.47	View chart
Philip Morris International (PM)	0.1	$372k	-10%	2.3k	160.37	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$362k	-12%	5.4k	66.92	View chart
McDonald's Corporation (MCD)	0.1	$358k	-13%	1.2k	305.68	View chart
Mastercard Incorporated Cl A (MA)	0.1	$326k	-2%	571.00	571.03	View chart
Wal-Mart Stores (WMT)	0.1	$324k	+5%	2.9k	111.42	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$316k		8.0k	39.45	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$310k	-22%	2.1k	148.98	View chart
Verizon Communications (VZ)	0.1	$307k	-21%	7.5k	40.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	0.1	$307k	-27%	8.6k	35.84	View chart
International Business Machines (IBM)	0.1	$296k		999.00	296.11	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$294k		1.1k	269.10	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.1	$293k		3.8k	76.70	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$281k	+2%	5.6k	49.90	View chart
Texas Instruments Incorporated (TXN)	0.1	$279k		1.6k	173.49	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$276k	-3%	3.4k	80.64	View chart
Netflix (NFLX)	0.1	$258k	+903%	2.8k	93.76	View chart
Pepsi (PEP)	0.1	$258k	-7%	1.8k	143.51	View chart
Goldman Sachs (GS)	0.1	$255k	-6%	291.00	877.64	View chart
Micron Technology (MU)	0.1	$245k	NEW	858.00	285.47	View chart
Advanced Micro Devices (AMD)	0.1	$242k	NEW	1.1k	214.16	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$231k	-41%	1.5k	154.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$230k		3.2k	71.40	View chart
Fidelity National Financial Com Shs (FNF)	0.1	$230k		4.2k	54.59	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$227k		1.9k	120.20	View chart
Diamondback Energy (FANG)	0.1	$226k		1.5k	150.33	View chart
Coca-Cola Company (KO)	0.1	$220k	-35%	3.2k	69.91	View chart
Lowe's Companies (LOW)	0.1	$220k		912.00	241.16	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$220k		4.2k	52.53	View chart
Merck & Co (MRK)	0.1	$219k	NEW	2.1k	105.26	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.0	$213k		1.9k	110.17	View chart
At&t (T)	0.0	$211k	-13%	8.5k	24.84	View chart
Anthem (ELV)	0.0	$208k	NEW	593.00	350.83	View chart
Bitwise 10 Crypto Index Etf Unit Beneficial (BITW)	0.0	$204k	NEW	3.5k	58.76	View chart
Vince Hldg Corp Com New (VNCE)	0.0	$200k	-3%	49k	4.08	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$183k		11k	16.49	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$135k	-10%	21k	6.30	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 Q4 filed Feb. 5, 2026
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

View all past filings

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