Atria Investments, Inc holds a diversified book of 2111 stocks worth $10.0B as of Q2 2026 (disclosed Jul 28, 2026, a ~28-day 13F lag). This quarter they opened American Century Qlty Diver and trimmed Microsoft Corp. Their largest long position is Ishares Core S&P 500 ETF at 3% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
48% 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 Atria Investments, Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $153.5B |
| OSAIC HOLDINGS, INC. | 80 / 80 | $21.0B |
| Kestra Advisory Services, LLC | 80 / 80 | $9.6B |
| IFP Advisors, Inc | 80 / 80 | $1.5B |
| MORGAN STANLEY | 79 / 80 | $654.8B |
| ROYAL BANK OF CANADA | 79 / 80 | $176.0B |
| UBS Group AG | 79 / 80 | $174.3B |
| LPL Financial LLC | 79 / 80 | $116.5B |
Ranked by how many of Atria Investments, Inc'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 | Ishares TR CORE S&P500 ETF | $317.3M | 423.7K | 3.2% | ▲+72% Added · +177K sh | |
| 2 | Vanguard Index FDS S&P 500 ETF SHS | $207.3M | 301.8K | 2.1% | ▲+17% Added · +44K sh | |
| 3 | Nvidia Corporation COM | $193.6M | 967.7K | 1.9% | ▲+0.2% Added · +2K sh | |
| 4 | Microsoft Corp COM | $130.4M | 349.5K | 1.3% | ▼−7.8% Reduced · −29K sh | |
| 5 | State STR SPDR S&P 500 ETF T TR UNIT | $127.2M | 170.3K | 1.3% | ▲+44% Added · +52K sh | |
| 6 | Apple Inc COM | $119.5M | 413.1K | 1.2% | ▼−2.5% Reduced · −10K sh | |
| 7 | Vanguard Index FDS GROWTH ETF | $119.1M | 1.38M | 1.2% | ▲+633% Added · +1.2M sh | |
| 8 | SPDR Gold TR GOLD SHS | $116.5M | 316.3K | 1.2% | ▲+18% Added · +48K sh | |
| 9 | Alphabet Inc CAP STK CL A | $102.4M | 286.5K | 1.0% | ▼−0.8% Reduced · −2K sh | |
| 10 | Amazon Com Inc COM | $100.6M | 422.0K | 1.0% | ▼−4.8% Reduced · −22K sh | |
| 11 | Vanguard Scottsdale FDS INTER TERM TREAS | $92.7M | 1.57M | 0.9% | ▲+5.1% Added · +77K sh | |
| 12 | Broadcom Inc COM | $89.9M | 238.0K | 0.9% | ▼−3.2% Reduced · −8K sh | |
| 13 | Vanguard Index FDS TOTAL STK MKT | $89.8M | 242.7K | 0.9% | ▲+45% Added · +75K sh | |
| 14 | Vanguard Index FDS VALUE ETF | $88.9M | 408.0K | 0.9% | ▲+6.9% Added · +26K sh | |
| 15 | Alphabet Inc CAP STK CL C | $84.3M | 238.6K | 0.8% | ▲+6.6% Added · +15K sh | |
| 16 | Ishares TR S&P 500 GRWT ETF | $83.0M | 603.5K | 0.8% | ▲+3.3% Added · +19K sh | |
| 17 | Ishares Inc CORE MSCI EMKT | $82.6M | 997.4K | 0.8% | ▼−22% Reduced · −279K sh | |
| 18 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $81.1M | 1.14M | 0.8% | ▲+9.4% Added · +98K sh | |
| 19 | BlackRock ETF Trust ISHARES US EQUIT | $75.8M | 1.11M | 0.8% | ▲+5.9% Added · +62K sh | |
| 20 | GMO ETF Trust US QUALITY ETF | $70.9M | 1.70M | 0.7% | ▲+18% Added · +255K sh | |
| 21 | Meta Platforms Inc CL A | $68.9M | 122.4K | 0.7% | ▼−5.8% Reduced · −8K sh | |
| 22 | JPMorgan Chase & Co COM | $68.6M | 209.5K | 0.7% | ▲+0.4% Added · +845 sh | |
| 23 | Taiwan Semiconductor Manufac SPONSORED ADS | $64.0M | 134.0K | 0.6% | ▲+4.2% Added · +5K sh | |
| 24 | Ishares TR CORE UNIVRSL USD | $63.7M | 1.38M | 0.6% | ▲+29% Added · +308K sh | |
| 25 | SPDR Series Trust ST STR BLO 1 ETF | $62.3M | 679.8K | 0.6% | ▼−46% Reduced · −576K sh | |
| 26 | Johnson & Johnson COM | $59.6M | 234.8K | 0.6% | ▼−3.2% Reduced · −8K sh | |
| 27 | State STR SPDR Dow Jones Ind UT SER 1 | $59.6M | 114.0K | 0.6% | ▼−0.8% Reduced · −954 sh | |
| 28 | Ishares TR S&P 500 VAL ETF | $58.6M | 258.3K | 0.6% | ▼−17% Reduced · −51K sh | |
| 29 | Ishares TR MSCI EAFE ETF | $50.5M | 486.1K | 0.5% | ▼−19% Reduced · −111K sh | |
| 30 | Visa Inc COM CL A | $50.4M | 146.8K | 0.5% | ▲~0% Added · +10 sh | |
| 31 | Pimco ETF TR ENHAN SHRT MA AC | $49.2M | 488.2K | 0.5% | ▼−43% Reduced · −365K sh | |
| 32 | American Centy ETF TR DIVERSIFID CRP | $49.0M | 1.05M | 0.5% | ▲+5.6% Added · +55K sh | |
| 33 | Ishares TR MSCI USA MMENTM | $48.3M | 140.9K | 0.5% | ▼−3.6% Reduced · −5K sh | |
| 34 | Tesla Inc COM | $48.2M | 114.5K | 0.5% | ▼−3.4% Reduced · −4K sh | |
| 35 | First TR Exchange-Traded FD NASDQ CLN EDGE | $47.8M | 249.3K | 0.5% | ▲+26% Added · +51K sh | |
| 36 | Ishares TR CORE MSCI EAFE | $47.4M | 491.2K | 0.5% | ▼−12% Reduced · −65K sh | |
| 37 | Goldman Sachs ETF TR ACCES TREASURY | $45.3M | 452.4K | 0.5% | ▲+26% Added · +92K sh | |
| 38 | Select Sector SPDR TR ST STR TECHN ETF | $44.2M | 232.0K | 0.4% | ▲+17% Added · +34K sh | |
| 39 | Eli Lilly & Co COM | $40.9M | 34.1K | 0.4% | ▼−8.7% Reduced · −3K sh | |
| 40 | Ishares TR EAFE GRWTH ETF | $39.5M | 317.3K | 0.4% | ▲+11% Added · +31K sh | |
| 41 | Fidelity Covington Trust SML MID MLTFCT | $39.5M | 746.7K | 0.4% | ▼−1.6% Reduced · −12K sh | |
| 42 | Abbvie Inc COM | $38.8M | 154.3K | 0.4% | ▲+1.3% Added · +2K sh | |
| 43 | Chevron Corporation COM | $38.7M | 233.4K | 0.4% | ▼−2.8% Reduced · −7K sh | |
| 44 | BlackRock ETF Trust ISHA I IN TE ETF | $38.4M | 727.5K | 0.4% | ▼−18% Reduced · −162K sh | |
| 45 | Micron Technology Inc COM | $38.0M | 32.9K | 0.4% | ▲+13% Added · +4K sh | |
| 46 | Ishares TR IBOXX INV CP ETF | $36.6M | 335.8K | 0.4% | ▲+5.7% Added · +18K sh | |
| 47 | Cisco Sys Inc COM | $34.6M | 294.7K | 0.3% | ▼−2.1% Reduced · −6K sh | |
| 48 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $33.9M | 567.7K | 0.3% | ▲+15% Added · +75K sh | |
| 49 | Philip Morris Intl Inc COM | $32.0M | 176.6K | 0.3% | ▼−7.0% Reduced · −13K sh | |
| 50 | American Centy ETF TR QUALITY DIVRSFED | $31.9M | 459.7K | 0.3% | ▲New New position |
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/1535865/holdings"
Use Arkolith to show Atria Investments, Inc's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 28, 2026 | 2,111 | $10.0B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 5, 2026 | 2,028 | $8.9B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 5, 2026 | 2,018 | $8.8B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 6, 2025 | 2,003 | $8.8B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 4, 2025 | 1,982 | $8.5B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 1,890 | $7.8B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 6, 2025 | 1,846 | $8.0B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 1, 2024 | 1,895 | $8.1B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 13, 2024 | 1,907 | $7.7B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | May 21, 2024 | 963 | $7.3B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Feb 14, 2024 | 891 | $6.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Nov 7, 2023 | 842 | $5.6B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Aug 4, 2023 | 825 | $5.5B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | May 10, 2023 | 810 | $5.3B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Jan 31, 2023 | 763 | $4.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Nov 1, 2022 | 734 | $4.5B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Aug 11, 2022 | 747 | $4.8B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 2, 2022 | 854 | $5.7B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Feb 4, 2022 | 839 | $5.6B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Nov 16, 2021 | 782 | $5.5B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Aug 10, 2021 | 761 | $5.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | May 11, 2021 | 702 | $4.5B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Feb 12, 2021 | 668 | $4.1B | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Nov 5, 2020 | 579 | $3.3B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 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. Price-derived performance is withheld until the price-source policy and freshness gate are green.