Atria Investments, Inc holds a diversified book of 2028 stocks worth $8.9B as of Q1 2026 (disclosed May 5, 2026, a ~45-day 13F lag). This quarter they opened Ishares LRG CP CR Act ETF-Ui and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 2% of the equity book.
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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.
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.
51% 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
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $168.4M | 965.7K | 1.9% | ▼−1.6% Reduced · −16K sh | |
| 2 | Ishares TR CORE S&P500 ETF | $161.1M | 246.7K | 1.8% | ▼−1.9% Reduced · −5K sh | |
| 3 | Vanguard Index FDS S&P 500 ETF SHS | $153.9M | 257.5K | 1.7% | ▲+38% Added · +71K sh | |
| 4 | Microsoft Corp COM | $140.3M | 379.0K | 1.6% | ▼−7.2% Reduced · −29K sh | |
| 5 | SPDR Gold TR GOLD SHS | $115.4M | 268.2K | 1.3% | ▲+25% Added · +54K sh | |
| 6 | SPDR Series Trust STATE STREET SPD | $115.1M | 1.26M | 1.3% | ▲+590% Added · +1.1M sh | |
| 7 | Apple Inc COM | $107.5M | 423.6K | 1.2% | ▲+5.3% Added · +21K sh | |
| 8 | Amazon Com Inc COM | $92.4M | 443.5K | 1.0% | ▼−11% Reduced · −53K sh | |
| 9 | Vanguard Scottsdale FDS INTER TERM TREAS | $89.0M | 1.50M | 1.0% | ▲+432% Added · +1.2M sh | |
| 10 | Ishares Inc CORE MSCI EMKT | $89.0M | 1.28M | 1.0% | ▼−9.1% Reduced · −128K sh | |
| 11 | Invesco QQQ TR UNIT SER 1 | $86.5M | 149.9K | 1.0% | ▼−1.2% Reduced · −2K sh | |
| 12 | Pimco ETF TR ENHAN SHRT MA AC | $85.8M | 852.9K | 1.0% | ▲74× Added · +841K sh | |
| 13 | Alphabet Inc CAP STK CL A | $83.1M | 288.8K | 0.9% | ▲+0.4% Added · +1K sh | |
| 14 | Vanguard Index FDS GROWTH ETF | $82.4M | 188.6K | 0.9% | ▲+21% Added · +33K sh | |
| 15 | State STR SPDR S&P 500 ETF T TR UNIT | $77.0M | 118.4K | 0.9% | ▼−13% Reduced · −18K sh | |
| 16 | Broadcom Inc COM | $76.1M | 245.9K | 0.9% | ▼−7.9% Reduced · −21K sh | |
| 17 | Vanguard Index FDS VALUE ETF | $74.9M | 381.5K | 0.8% | ▼−1.6% Reduced · −6K sh | |
| 18 | Meta Platforms Inc CL A | $74.4M | 130.0K | 0.8% | ▲+1.3% Added · +2K sh | |
| 19 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $66.7M | 1.04M | 0.7% | ▼−16% Reduced · −202K sh | |
| 20 | Ishares TR S&P 500 GRWT ETF | $66.1M | 584.2K | 0.7% | ▲+14% Added · +70K sh | |
| 21 | Ishares TR S&P 500 VAL ETF | $65.4M | 309.6K | 0.7% | ▼−4.5% Reduced · −14K sh | |
| 22 | Alphabet Inc CAP STK CL C | $64.2M | 223.9K | 0.7% | ▲+3.0% Added · +6K sh | |
| 23 | JPMorgan Chase & Co COM | $61.4M | 208.7K | 0.7% | ▼−3.0% Reduced · −6K sh | |
| 24 | BlackRock ETF Trust ISHARES US EQUIT | $61.2M | 1.05M | 0.7% | ▼−11% Reduced · −130K sh | |
| 25 | Johnson & Johnson COM | $59.3M | 242.7K | 0.7% | ▼−1.7% Reduced · −4K sh | |
| 26 | Ishares TR MSCI EAFE ETF | $58.0M | 597.6K | 0.6% | ▲+34% Added · +152K sh | |
| 27 | Vanguard Index FDS TOTAL STK MKT | $53.9M | 167.9K | 0.6% | ▲+56% Added · +60K sh | |
| 28 | State STR SPDR Dow Jones Ind UT SER 1 | $53.3M | 115.0K | 0.6% | ▼−0.2% Reduced · −226 sh | |
| 29 | GMO ETF Trust GMO US QUALITY E | $52.4M | 1.45M | 0.6% | ▲+680% Added · +1.3M sh | |
| 30 | Ishares TR EAFE VALUE ETF | $51.7M | 695.2K | 0.6% | ▼−1.8% Reduced · −13K sh | |
| 31 | Ishares TR CORE MSCI EAFE | $50.4M | 556.4K | 0.6% | ▼−3.7% Reduced · −21K sh | |
| 32 | Chevron Corporation COM | $49.7M | 240.2K | 0.6% | ▲+7.2% Added · +16K sh | |
| 33 | Ishares TR CORE UNIVRSL USD | $49.5M | 1.07M | 0.6% | ▲+3.0% Added · +31K sh | |
| 34 | Ishares TR CORE US AGGBD ET | $49.1M | 494.5K | 0.5% | ▲+49% Added · +163K sh | |
| 35 | American Centy ETF TR DIVERSIFID CRP | $46.2M | 991.8K | 0.5% | ▲+9.6% Added · +87K sh | |
| 36 | Visa Inc COM CL A | $44.4M | 146.8K | 0.5% | ▼−10% Reduced · −16K sh | |
| 37 | Tesla Inc COM | $44.1M | 118.6K | 0.5% | ▲+4.4% Added · +5K sh | |
| 38 | Taiwan Semiconductor Manufac SPONSORED ADS | $43.5M | 128.6K | 0.5% | ▼−7.7% Reduced · −11K sh | |
| 39 | Exxon Mobil Corp COM | $41.0M | 241.6K | 0.5% | ▼−11% Reduced · −29K sh | |
| 40 | Ishares TR MSCI USA QLT FCT | $37.9M | 197.6K | 0.4% | ▲+16% Added · +27K sh | |
| 41 | Goldman Sachs ETF TR ACCES TREASURY | $36.1M | 360.1K | 0.4% | ▲+62% Added · +138K sh | |
| 42 | Ishares TR MSCI USA MMENTM | $35.1M | 146.3K | 0.4% | ▲+8.6% Added · +12K sh | |
| 43 | Ishares TR IBOXX INV CP ETF | $34.6M | 317.8K | 0.4% | ▲+61% Added · +120K sh | |
| 44 | Eli Lilly & Co COM | $34.4M | 37.4K | 0.4% | ▼−8.4% Reduced · −3K sh | |
| 45 | Fidelity Covington Trust SML MID MLTFCT | $33.9M | 758.5K | 0.4% | ▲+97% Added · +373K sh | |
| 46 | Netflix Inc. COM | $33.3M | 346.1K | 0.4% | ▼−6.5% Reduced · −24K sh | |
| 47 | Abbvie Inc COM | $33.1M | 152.3K | 0.4% | ▼−9.7% Reduced · −16K sh | |
| 48 | First TR Exchange-Traded FD NASDQ CLN EDGE | $32.4M | 197.8K | 0.4% | ▲+592% Added · +169K sh | |
| 49 | Ishares TR EAFE GRWTH ETF | $31.9M | 286.6K | 0.4% | ▲+850% Added · +256K sh | |
| 50 | Philip Morris Intl Inc COM | $31.4M | 190.0K | 0.4% | ▲+3.6% Added · +7K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| 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 |
| Q2 2020 | Jun 30, 2020 | Sep 22, 2020 | 511 | $2.9B | 13F-HR/A |
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. Price-derived performance is withheld until the price-source policy and freshness gate are green.