Atlas Private Wealth Advisors holds a focused book of 139 stocks worth $456.8M as of Q2 2026 (disclosed Jul 28, 2026, a ~45-day 13F lag). This quarter they opened Portland General Electric Co and trimmed Ishares 7-10 Year Treasury B. Their largest long position is SS SPDR P S&P 400 Midcap ETF at 8% of the equity book. Cloning the disclosed picks since 2025 would be +11% (+15.3%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1814234/holdings"
Use Arkolith to show Atlas Private Wealth Advisors's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 2.0 points over this window.
Growth of $10,000 cloning Atlas Private Wealth Advisors's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
11% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Atlas Private Wealth Advisors
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $92.5B |
| MORGAN STANLEY | 79 / 80 | $494.6B |
| Cetera Investment Advisers | 79 / 80 | $22.8B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $17.7B |
| WELLS FARGO & COMPANY/MN | 78 / 80 | $138.6B |
| RAYMOND JAMES FINANCIAL INC | 78 / 80 | $82.2B |
| Steward Partners Investment Advisory, LLC | 78 / 80 | $6.5B |
| Mariner, LLC | 77 / 80 | $30.2B |
Ranked by how many of Atlas Private Wealth Advisors's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P400MID | $37.8M | 559.9K | 8.3% | ▲+1.8% Added · +10K sh | |
| 2 | SPDR Index SHS FDS ST STR PO EX ETF | $31.3M | 620.2K | 6.8% | ▲+5.0% Added · +30K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $27.9M | 37.3K | 6.1% | ▲+3.3% Added · +1K sh | |
| 4 | SPDR Series Trust ST STR P500ETF | $26.4M | 300.4K | 5.8% | ▲+4.2% Added · +12K sh | |
| 5 | Invesco QQQ TR UNIT SER 1 | $21.1M | 28.7K | 4.6% | ▲+0.3% Added · +86 sh | |
| 6 | SPDR Series Trust ST STR SP600 SML | $20.3M | 351.6K | 4.4% | ▲+0.5% Added · +2K sh | |
| 7 | Invesco Exchange Traded FD T LARGE CAP VALUE | $18.7M | 246.9K | 4.1% | ▲+3.1% Added · +7K sh | |
| 8 | SPDR Series Trust ST STR PR SP1500 | $16.9M | 186.2K | 3.7% | ▲+12% Added · +19K sh | |
| 9 | Ishares TR 7-10 YR TRSY BD | $14.4M | 152.1K | 3.1% | ▼−17% Reduced · −30K sh | |
| 10 | SPDR Index SHS FDS ST STR ACWI ETF | $14.0M | 345.1K | 3.1% | ▲+7.5% Added · +24K sh | |
| 11 | Ishares TR 0-3 MTH TREASURY | $14.0M | 139.2K | 3.1% | ▼−29% Reduced · −57K sh | |
| 12 | Ishares TR CORE DIV GRWTH | $13.3M | 175.4K | 2.9% | ▲+3.8% Added · +6K sh | |
| 13 | SPDR Index SHS FDS ST PORT MARK ETF | $12.3M | 236.6K | 2.7% | ▲+5.6% Added · +13K sh | |
| 14 | Invesco Exchange Traded FD T S&P500 EQL WGT | $12.1M | 56.8K | 2.6% | ▲+2.2% Added · +1K sh | |
| 15 | Apple Inc COM | $11.9M | 41.2K | 2.6% | ▼−3.4% Reduced · −1K sh | |
| 16 | First TR Exchange-Traded FD FT VEST RIS | $8.4M | 284.5K | 1.8% | ▼−26% Reduced · −100K sh | |
| 17 | Ishares TR CORE US AGGBD ET | $7.7M | 77.6K | 1.7% | ▼−6.1% Reduced · −5K sh | |
| 18 | Global X FDS NASDAQ 100 COVER | $6.6M | 360.0K | 1.5% | ▼−13% Reduced · −56K sh | |
| 19 | First TR Exchange-Traded FD FT VEST S&P 500 | $5.9M | 116.2K | 1.3% | ▼−22% Reduced · −32K sh | |
| 20 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $5.8M | 19.3K | 1.3% | ▲+1.9% Added · +357 sh | |
| 21 | Amgen Inc COM | $5.2M | 14.3K | 1.1% | ▲+516% Added · +12K sh | |
| 22 | Dimensional ETF Trust US COR EQU 2 ETF | $5.1M | 115.4K | 1.1% | ▼−0.5% Reduced · −636 sh | |
| 23 | Ssga Active TR ST STR LOOMI ETF | $5.0M | 193.2K | 1.1% | ▲+5.5% Added · +10K sh | |
| 24 | Ishares TR FUTU EXPO TE ETF | $4.3M | 51.7K | 0.9% | ▲+17% Added · +7K sh | |
| 25 | Ishares TR 20 YR TR BD ETF | $4.1M | 47.8K | 0.9% | ▲+2.3% Added · +1K sh | |
| 26 | BlackRock Munihldgs NJ Qlty COM | $3.3M | 267.6K | 0.7% | ▲+52% Added · +92K sh | |
| 27 | First TR Exchange Traded FD NASDQ ARTFCIAL | $3.3M | 58.5K | 0.7% | ▲+19% Added · +9K sh | |
| 28 | Palantir Technologies Inc CL A | $3.1M | 27.0K | 0.7% | ▼−0.6% Reduced · −157 sh | |
| 29 | Pacer FDS TR US LRG CP CASH | $3.1M | 77.1K | 0.7% | ▲+11% Added · +8K sh | |
| 30 | Alphabet Inc CAP STK CL C | $3.0M | 8.4K | 0.6% | ▼−2.7% Reduced · −234 sh | |
| 31 | State STR SPDR Dow Jones Ind UT SER 1 | $2.9M | 5.6K | 0.6% | ▼−18% Reduced · −1K sh | |
| 32 | Ishares TR CORE HIGH DV ETF | $2.7M | 99.9K | 0.6% | ▲+392% Added · +80K sh | |
| 33 | SPDR Series Trust ST PORT HIGH ETF | $2.7M | 116.5K | 0.6% | ▼−72% Reduced · −305K sh | |
| 34 | First TR Exch Traded FD III MUNI HI INCM ETF | $2.7M | 56.1K | 0.6% | ▼−9.4% Reduced · −6K sh | |
| 35 | Microsoft Corp COM | $2.4M | 6.4K | 0.5% | ▼−0.7% Reduced · −48 sh | |
| 36 | Invesco Exchange Traded FD T DIVID ACHIEVEV | $2.3M | 41.2K | 0.5% | ▼−4.0% Reduced · −2K sh | |
| 37 | Amazon Com Inc COM | $2.3M | 9.5K | 0.5% | ▼−0.8% Reduced · −79 sh | |
| 38 | Select Sector SPDR TR ST STR TECHN ETF | $2.1M | 11.2K | 0.5% | ▼−4.5% Reduced · −525 sh | |
| 39 | First TR Exchng Traded FD VI FT VEST DEEP ETF | $2.1M | 70.5K | 0.5% | ▼−7.7% Reduced · −6K sh | |
| 40 | First TR Exchng Traded FD VI FT VEST LAD | $2.1M | 74.6K | 0.5% | ▼−1.6% Reduced · −1K sh | |
| 41 | BlackRock ETF Trust II ISH HIG MUN ETF | $2.0M | 40.9K | 0.4% | ▼−4.9% Reduced · −2K sh | |
| 42 | AB Active Etfs Inc ULTRA SHORT INCM | $2.0M | 40.1K | 0.4% | ▼−21% Reduced · −11K sh | |
| 43 | Nuveen California Muni Vlu F COM STK | $2.0M | 210.3K | 0.4% | ▲+40% Added · +60K sh | |
| 44 | Tesla Inc COM | $1.9M | 4.5K | 0.4% | ▼−9.4% Reduced · −472 sh | |
| 45 | Janus Detroit STR TR HENDRSON AAA CL | $1.8M | 35.0K | 0.4% | ▼−79% Reduced · −134K sh | |
| 46 | BlackRock ETF Trust II ISHA SH TERM ETF | $1.7M | 33.1K | 0.4% | ▲+51% Added · +11K sh | |
| 47 | Ark ETF TR INNOVATION ETF | $1.7M | 20.5K | 0.4% | ▼−0.4% Reduced · −82 sh | |
| 48 | First TR Exch Traded FD III MANAGD MUN ETF | $1.6M | 31.4K | 0.4% | ▼−6.0% Reduced · −2K sh | |
| 49 | First TR Exchange-Traded FD NASDAQ-100 SEL | $1.6M | 10.1K | 0.4% | ▼−18% Reduced · −2K sh | |
| 50 | Intel Corp COM | $1.5M | 11.0K | 0.3% | ▼−9.9% Reduced · −1K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.