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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, QQQ, and represent 31.63% of Atlas Private Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AMGN, HDV, SPTM, SPDW, MUJ, SPYM, CWI, SPY, SPEM, SPMD.
Started 12 new stock positions in UNH, SNDK, POR, ELV, SOXX, IBB, FDVV, AIQ, VOO, AVUS. SPAB, SPG.
Reduced shares in these 10 stocks: SPHY (-$7.1M), JAAA (-$6.8M), SGOV (-$5.7M), RDVI, IEF, KNG, QYLD, DIA, YEAR, XOM.
Sold out of its positions in RYLD, MRK, NFLX, PEP, TTE.
Atlas Private Wealth Advisors was a net seller of stock by $-11M.
Atlas Private Wealth Advisors has $457M in assets under management (AUM), dropping by 7.55%.
Central Index Key (CIK): 0001814234

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Portfolio Holdings for Atlas Private Wealth Advisors

Atlas Private Wealth Advisors holds 139 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P400mid (SPMD)	8.3	$38M		560k	67.56	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	6.8	$31M	+5%	620k	50.39	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.1	$28M	+3%	37k	746.76	View chart
Spdr Series Trust St Str P500etf (SPYM)	5.8	$26M	+4%	300k	87.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.6	$21M		29k	736.38	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	4.4	$20M		352k	57.67	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	4.1	$19M	+3%	247k	75.77	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	3.7	$17M	+11%	186k	90.79	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	3.1	$14M	-16%	152k	94.57	View chart
Spdr Index Shs Fds St Str Acwi Etf (CWI)	3.1	$14M	+7%	345k	40.67	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	3.1	$14M	-29%	139k	100.67	View chart
Ishares Tr Core Div Grwth (DGRO)	2.9	$13M	+3%	175k	75.79	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	2.7	$12M	+5%	237k	51.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.6	$12M	+2%	57k	212.77	View chart
Apple (AAPL)	2.6	$12M	-3%	41k	289.36	View chart
First Tr Exchange-traded Ft Vest Ris (RDVI)	1.8	$8.4M	-26%	285k	29.40	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.7	$7.7M	-6%	78k	98.98	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	1.5	$6.6M	-13%	360k	18.43	View chart
First Tr Exchange-traded Ft Vest S&p 500 (KNG)	1.3	$5.9M	-21%	116k	50.50	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.3	$5.8M		19k	302.97	View chart
Amgen (AMGN)	1.1	$5.2M	+515%	14k	362.12	View chart
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)	1.1	$5.1M		115k	44.36	View chart
Ssga Active Tr St Str Loomi Etf (OBND)	1.1	$5.0M	+5%	193k	25.82	View chart
Ishares Tr Futu Expo Te Etf (XT)	0.9	$4.3M	+16%	52k	82.63	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.9	$4.1M	+2%	48k	86.42	View chart
BlackRock MuniHoldings New Jersey Ins Fn (MUJ)	0.7	$3.3M	+51%	268k	12.31	View chart
First Tr Exchange Traded Nasdq Artfcial (ROBT)	0.7	$3.3M	+18%	59k	56.26	View chart
Palantir Technologies Cl A (PLTR)	0.7	$3.1M		27k	116.67	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.7	$3.1M	+11%	77k	40.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$3.0M	-2%	8.4k	353.34	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.6	$2.9M	-18%	5.6k	522.38	View chart
Ishares Tr Core High Dv Etf (HDV)	0.6	$2.7M	+392%	100k	27.41	View chart
Spdr Series Trust St Port High Etf (SPHY)	0.6	$2.7M	-72%	117k	23.44	View chart
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)	0.6	$2.7M	-9%	56k	48.49	View chart
Microsoft Corporation (MSFT)	0.5	$2.4M		6.4k	373.02	View chart
Invesco Exchange Traded Fd T Divid Achievev (PFM)	0.5	$2.3M	-4%	41k	55.45	View chart
Amazon (AMZN)	0.5	$2.3M		9.5k	238.34	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.5	$2.1M	-4%	11k	190.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.5	$2.1M	-7%	71k	29.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.5	$2.1M		75k	27.93	View chart
Blackrock Etf Trust Ii Ish Hig Mun Etf (HIMU)	0.4	$2.0M	-4%	41k	49.80	View chart
Ab Active Etfs Ultra Short Incm (YEAR)	0.4	$2.0M	-20%	40k	50.34	View chart
Nuveen California Muni Vlu F Com Stk (NCA)	0.4	$2.0M	+40%	210k	9.33	View chart
Tesla Motors (TSLA)	0.4	$1.9M	-9%	4.5k	420.60	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.4	$1.8M	-79%	35k	50.49	View chart
Blackrock Etf Trust Ii Isha Sh Term Etf (CALI)	0.4	$1.7M	+50%	33k	50.53	View chart
Ark Etf Tr Innovation Etf (ARKK)	0.4	$1.7M		21k	80.82	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.4	$1.6M	-5%	31k	51.37	View chart
First Tr Exchange-traded Nasdaq-100 Sel (QQEW)	0.4	$1.6M	-18%	10k	159.60	View chart
Intel Corporation (INTC)	0.3	$1.5M	-9%	11k	139.63	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$1.5M		50k	30.49	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.5M		41k	36.84	View chart
Etf Ser Solutions Defia Quant Etf (QTUM)	0.3	$1.4M	-2%	8.6k	165.38	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M		3.9k	357.40	View chart
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)	0.3	$1.3M		17k	75.88	View chart
NVIDIA Corporation (NVDA)	0.3	$1.3M	-4%	6.6k	200.09	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$1.3M	+2%	1.7k	748.88	View chart
Broadcom (AVGO)	0.2	$1.1M	+13%	2.8k	377.70	View chart
Johnson & Johnson (JNJ)	0.2	$1.0M	-11%	4.1k	253.94	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$1.0M		6.6k	156.30	View chart
Meta Platforms Cl A (META)	0.2	$1.0M		1.8k	563.39	View chart
Capital Grp Fixed Incm Etf T Mun Inm Etf (CGMU)	0.2	$1.0M	+5%	37k	27.47	View chart
Micron Technology (MU)	0.2	$991k		859.00	1153.95	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	0.2	$963k	-3%	8.3k	115.98	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.2	$922k	-3%	9.6k	95.61	View chart
Fidelity Covington Trust Fun Lar Cor Etf (FFLC)	0.2	$869k	+7%	15k	58.91	View chart
Trane Technologies SHS (TT)	0.2	$848k	-15%	1.7k	491.28	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.2	$815k		1.7k	477.53	View chart
Costco Wholesale Corporation (COST)	0.2	$808k	-2%	864.00	934.95	View chart
Spdr Index Shs Fds St Str Msci Wld (QWLD)	0.2	$797k		5.2k	151.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.2	$792k	-8%	14k	56.48	View chart
JPMorgan Chase & Co. (JPM)	0.2	$780k		2.4k	327.38	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.2	$718k	+2%	15k	49.28	View chart
Ishares Tr Msci Usa Min Etf (USMV)	0.2	$700k		7.3k	96.46	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$671k	-9%	8.3k	81.06	View chart
Ishares Tr Core Msci Total (IXUS)	0.1	$643k		6.7k	95.44	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$636k	+29%	1.3k	500.38	View chart
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)	0.1	$604k	+7%	2.9k	206.18	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	0.1	$570k		7.1k	80.33	View chart
Advanced Micro Devices (AMD)	0.1	$567k	-11%	976.00	580.91	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$559k	+687%	4.7k	119.53	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.1	$543k	-21%	10k	53.61	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.1	$540k	+31%	16k	33.29	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.1	$531k	+6%	3.1k	170.15	View chart
Realty Income (O)	0.1	$509k	+17%	8.2k	61.96	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$507k		1.7k	300.51	View chart
Commercial Metals Company (CMC)	0.1	$502k		8.0k	62.75	View chart
First Tr Exchange-traded SHS (FDL)	0.1	$497k	-31%	10k	48.66	View chart
Portland Gen Elec Com New (POR)	0.1	$492k	NEW	9.5k	51.83	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.1	$476k		13k	36.53	View chart
Spdr Series Trust St Str Pfd Etf (PSK)	0.1	$474k	-34%	16k	30.53	View chart
American Express Company (AXP)	0.1	$452k		1.3k	338.29	View chart
Ishares Tr Futu Ai Tech Etf (ARTY)	0.1	$434k		5.7k	76.16	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.1	$430k		6.9k	62.20	View chart
Abbvie (ABBV)	0.1	$425k	-9%	1.7k	251.60	View chart
Visa Com Cl A (V)	0.1	$406k		1.2k	342.94	View chart
Fair Isaac Corporation (FICO)	0.1	$403k		337.00	1194.78	View chart
Home Depot (HD)	0.1	$399k	-14%	1.1k	352.62	View chart
Exxon Mobil Corporation (XOM)	0.1	$392k	-56%	2.9k	136.73	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.1	$378k	+46%	7.1k	53.09	View chart
Chevron Corporation (CVX)	0.1	$373k	-4%	2.3k	165.77	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$367k	+25%	21k	17.88	View chart
Blackrock Etf Trust Ishares Us Larg (BALI)	0.1	$362k	+22%	11k	33.83	View chart
Texas Instruments Incorporated (TXN)	0.1	$341k		1.1k	298.07	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	0.1	$332k		3.9k	85.66	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$331k		8.0k	41.43	View chart
Ciena Corp Com New (CIEN)	0.1	$319k		650.00	490.56	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$317k	NEW	494.00	641.18	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.1	$317k	+3%	5.9k	54.02	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.1	$309k		1.2k	264.64	View chart
Procter & Gamble Company (PG)	0.1	$294k	-11%	2.0k	146.63	View chart
Quanta Services (PWR)	0.1	$290k		403.00	719.37	View chart
Ishares Tr Us Consm Staples (IYK)	0.1	$287k	-15%	4.0k	72.66	View chart
Mastercard Incorporated Cl A (MA)	0.1	$286k	-2%	557.00	513.60	View chart
International Business Machines (IBM)	0.1	$284k		1.0k	281.30	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$281k		1.9k	148.27	View chart
Goldman Sachs (GS)	0.1	$275k		272.00	1011.53	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$274k	NEW	4.2k	65.60	View chart
Philip Morris International (PM)	0.1	$274k	-12%	1.5k	180.88	View chart
Lowe's Companies (LOW)	0.1	$267k		1.2k	220.49	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$265k	-3%	3.3k	79.96	View chart
Diamondback Energy (FANG)	0.1	$264k		1.5k	175.78	View chart
Wal-Mart Stores (WMT)	0.1	$263k		2.3k	113.25	View chart
Sandisk Corp (SNDK)	0.1	$262k	NEW	115.00	2273.72	View chart
McDonald's Corporation (MCD)	0.1	$259k	-5%	957.00	270.18	View chart
Ishares Tr Eafe Value Etf (EFV)	0.1	$252k		3.3k	76.54	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$247k	NEW	4.1k	60.29	View chart
UnitedHealth (UNH)	0.1	$234k	NEW	563.00	415.63	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.1	$234k	NEW	1.8k	128.06	View chart
Verizon Communications (VZ)	0.1	$231k		5.4k	42.34	View chart
Simon Property (SPG)	0.0	$224k	NEW	1.0k	223.65	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$220k	NEW	321.00	685.96	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$219k		12k	19.12	View chart
Ishares Tr Ishares Biotech (IBB)	0.0	$217k	NEW	1.1k	190.19	View chart
Anthem (ELV)	0.0	$215k	NEW	556.00	386.97	View chart
Vince Hldg Corp Com New (VNCE)	0.0	$215k	-42%	30k	7.15	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.0	$212k	-5%	2.2k	97.62	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.0	$209k	NEW	8.2k	25.52	View chart
Fs Credit Opportunities Corp Common Stock (FSCO)	0.0	$96k		19k	4.99	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 Q2 filed July 28, 2026
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

View all past filings

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