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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 29.40% of Atlas Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: SPYM, SPTM, SPY, MUJ, SGOV, QQQ, JEPI, NCA, CALI, XOM.
Started 8 new stock positions in JEPI, BALI, O, PWR, CIEN, TTE, AOA, FPE.
Reduced shares in these 10 stocks: RDVI, KNG, QYLD, DIA, MDT, TSLA, QQEW, YEAR, AGG, PSK.
Sold out of its positions in T, ELV, BITW, KO, FNF, BUFQ, LQD, ESGU, XLV, MDT.
Atlas Private Wealth Advisors was a net buyer of stock by $3.2M.
Atlas Private Wealth Advisors has $425M in assets under management (AUM), dropping by -0.75%.
Central Index Key (CIK): 0001814234

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Portfolio Holdings for Atlas Private Wealth Advisors

Atlas Private Wealth Advisors holds 132 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPMD)	7.7	$33M		550k	59.22	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	6.3	$27M		591k	45.65	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	5.5	$24M	+6%	36k	650.33	View chart
Spdr Series Trust State Street Spd (SPYM)	5.2	$22M	+9%	288k	76.54	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	4.7	$20M	+7%	196k	100.66	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	4.1	$17M	+2%	182k	95.44	View chart
Spdr Series Trust State Street Spd (SPSM)	4.0	$17M		350k	48.32	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	3.9	$17M	+2%	240k	69.71	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$17M	+6%	29k	577.19	View chart
Spdr Series Trust State Street Spd (SPTM)	3.1	$13M	+14%	167k	79.06	View chart
Ishares Tr Core Div Grwth (DGRO)	2.8	$12M	+2%	169k	70.18	View chart
Spdr Index Shs Fds State Street Spd (CWI)	2.8	$12M	+4%	321k	36.59	View chart
Apple (AAPL)	2.5	$11M	-3%	43k	253.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.5	$11M		56k	191.92	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	2.5	$11M	+2%	224k	46.91	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	2.3	$9.8M	-16%	385k	25.55	View chart
Spdr Series Trust State Street Spd (SPHY)	2.3	$9.8M		422k	23.32	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	2.0	$8.5M		169k	50.37	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.9	$8.2M	-5%	83k	99.27	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.7	$7.2M	-17%	148k	48.71	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	1.7	$7.1M	-14%	416k	17.15	View chart
Ssga Active Tr State Street Loo (OBND)	1.1	$4.7M	+5%	183k	25.61	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.1	$4.5M		116k	38.86	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.1	$4.5M	+7%	19k	237.62	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	1.0	$4.1M	+5%	47k	86.69	View chart
Palantir Technologies Cl A (PLTR)	0.9	$4.0M		27k	146.28	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.7	$3.2M	-22%	6.8k	463.17	View chart
Ishares Tr Future Exponenti (XT)	0.7	$3.0M	+14%	44k	68.15	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.7	$2.9M	-2%	62k	47.54	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$2.8M	+6%	20k	135.72	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.6	$2.6M	-17%	51k	50.48	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$2.5M		8.6k	286.86	View chart
Microsoft Corporation (MSFT)	0.6	$2.4M	-6%	6.4k	370.19	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.5	$2.3M	+18%	69k	33.74	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.5	$2.3M	+9%	49k	46.16	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.5	$2.2M	-5%	43k	51.09	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.5	$2.1M	-8%	76k	28.00	View chart
Blackrock Etf Trust Ii Ishares High Yie (HIMU)	0.5	$2.1M	+14%	43k	47.98	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.5	$2.0M	+241%	176k	11.57	View chart
Amazon (AMZN)	0.5	$2.0M	-2%	9.6k	208.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.5	$2.0M	-9%	76k	26.27	View chart
Tesla Motors (TSLA)	0.4	$1.9M	-29%	5.0k	371.75	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$1.7M	+15%	33k	50.66	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.4	$1.6M	-31%	12k	126.98	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.4	$1.6M	+4%	12k	132.90	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$1.5M	-2%	50k	30.32	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.3	$1.4M	+75%	150k	9.38	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.3	$1.4M	+6%	21k	67.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.4M		40k	33.97	View chart
NVIDIA Corporation (NVDA)	0.3	$1.2M	-4%	6.9k	174.41	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	0.3	$1.1M	+5%	8.6k	133.18	View chart
Johnson & Johnson (JNJ)	0.3	$1.1M	-5%	4.6k	244.45	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.1M	-3%	3.9k	287.57	View chart
Exxon Mobil Corporation (XOM)	0.3	$1.1M	+89%	6.5k	169.67	View chart
Blackrock Etf Trust Ii Ishares Short-te (CALI)	0.3	$1.1M	+105%	22k	50.43	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.1M	+72%	1.7k	653.29	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.3	$1.1M		18k	60.44	View chart
Meta Platforms Cl A (META)	0.2	$1.0M	-3%	1.8k	572.20	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.0M		6.8k	151.42	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.2	$952k		35k	27.15	View chart
Etf Ser Solutions Defiance Quantum (QTUM)	0.2	$945k	+8%	8.8k	107.30	View chart
Costco Wholesale Corporation (COST)	0.2	$883k	-14%	886.00	996.73	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$877k		10k	87.84	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$867k	NEW	15k	56.68	View chart
Trane Technologies SHS (TT)	0.2	$853k		2.0k	416.83	View chart
Amgen (AMGN)	0.2	$819k	-2%	2.3k	351.88	View chart
Broadcom (AVGO)	0.2	$762k		2.5k	309.51	View chart
First Tr Exchange-traded SHS (FDL)	0.2	$757k	-17%	15k	50.80	View chart
Spdr Index Shs Fds State Street Spd (QWLD)	0.2	$741k	+3%	5.2k	143.14	View chart
Spdr Series Trust State Street Spd (PSK)	0.2	$728k	-38%	24k	30.84	View chart
Fidelity Covington Trust Fundamental Larg (FFLC)	0.2	$703k	+47%	14k	51.29	View chart
JPMorgan Chase & Co. (JPM)	0.2	$701k		2.4k	294.18	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$686k	-35%	7.4k	92.74	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.2	$638k	-27%	13k	49.37	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$622k	-2%	9.1k	68.28	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$603k	+7%	14k	42.54	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$584k		6.7k	86.64	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$576k		1.7k	338.04	View chart
Intel Corporation (INTC)	0.1	$537k		12k	44.13	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$500k	+16%	7.0k	71.81	View chart
Commercial Metals Company (CMC)	0.1	$491k		8.0k	61.43	View chart
Chevron Corporation (CVX)	0.1	$489k	-17%	2.4k	206.91	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$474k	+13%	12k	38.42	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$470k	+4%	981.00	479.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.1	$440k		13k	33.77	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$434k		2.7k	158.81	View chart
Home Depot (HD)	0.1	$434k	-21%	1.3k	328.89	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$431k		6.9k	62.56	View chart
Realty Income (O)	0.1	$427k	NEW	7.0k	61.18	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$423k	+7%	2.9k	145.03	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$418k		1.7k	248.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$414k	+4%	594.00	697.23	View chart
Abbvie (ABBV)	0.1	$408k	-4%	1.9k	217.47	View chart
American Express Company (AXP)	0.1	$404k	-4%	1.3k	302.45	View chart
Fair Isaac Corporation (FICO)	0.1	$360k		337.00	1067.54	View chart
Visa Com Cl A (V)	0.1	$358k		1.2k	302.28	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$341k		8.0k	42.56	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$326k	-13%	4.7k	70.03	View chart
Procter & Gamble Company (PG)	0.1	$325k	-18%	2.3k	144.47	View chart
McDonald's Corporation (MCD)	0.1	$314k	-13%	1.0k	310.89	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$298k		5.6k	52.78	View chart
Diamondback Energy (FANG)	0.1	$297k		1.5k	197.79	View chart
Wal-Mart Stores (WMT)	0.1	$294k	-18%	2.4k	124.27	View chart
Micron Technology (MU)	0.1	$290k		858.00	338.02	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$290k	NEW	16k	17.75	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	0.1	$289k		3.8k	75.70	View chart
Lowe's Companies (LOW)	0.1	$289k	+34%	1.2k	236.28	View chart
Philip Morris International (PM)	0.1	$287k	-25%	1.7k	165.32	View chart
Mastercard Incorporated Cl A (MA)	0.1	$285k		571.00	499.81	View chart
Netflix (NFLX)	0.1	$277k	+4%	2.9k	96.15	View chart
Verizon Communications (VZ)	0.1	$275k	-27%	5.5k	50.20	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$274k	+6%	1.2k	233.96	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$273k		3.4k	79.56	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$270k	NEW	8.8k	30.81	View chart
Ishares Tr Future Ai & Tech (ARTY)	0.1	$265k	-44%	5.7k	46.53	View chart
Pepsi (PEP)	0.1	$264k	-5%	1.7k	155.27	View chart
Ciena Corp Com New (CIEN)	0.1	$252k	NEW	650.00	388.23	View chart
International Business Machines (IBM)	0.1	$244k		1.0k	242.32	View chart
Global X Fds Russell 2000 (RYLD)	0.1	$242k	-35%	16k	14.95	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$240k		3.2k	74.34	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$239k	+15%	4.8k	49.37	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$235k		1.9k	124.30	View chart
Goldman Sachs (GS)	0.1	$232k	-5%	274.00	844.85	View chart
Totalenergies Se Act (TTE)	0.1	$229k	NEW	2.5k	90.98	View chart
Advanced Micro Devices (AMD)	0.1	$225k	-2%	1.1k	203.43	View chart
Texas Instruments Incorporated (TXN)	0.1	$222k	-28%	1.1k	194.14	View chart
Quanta Services (PWR)	0.1	$221k	NEW	403.00	548.40	View chart
Merck & Co (MRK)	0.1	$218k	-12%	1.8k	120.30	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$218k		11k	19.30	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.0	$204k	NEW	2.3k	88.48	View chart
Vince Hldg Corp Com New (VNCE)	0.0	$126k	+6%	52k	2.41	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$96k	-11%	19k	5.10	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 2026 Q1 filed April 24, 2026
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

View all past filings

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