Atlas Private Wealth Advisors Portfolio Stock Holdings
According to the SEC 13F filed on April 24, 2026, Atlas Private Wealth Advisors disclosed 129 stock positions valued at approximately $424.76M as of quarter-end March 31, 2026. The largest holdings include SPDR SERIES TRUST, SPDR INDEX SHS FDS, and STATE STR SPDR S&P 500 ETF T.
- Report Period
- March 31, 2026
- No. of Stocks
- 129
- Portfolio Value
- $424.76M
Holdings by Sector
Atlas Private Wealth Advisors Portfolio Holdings in Q1 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPMD | Other | 7.67% | 550,238 | -216 | -0.04% | $32,585,048 |
| SPDR INDEX SHS FDS | SPDW | Other | 6.35% | 590,506 | -2,435 | -0.41% | $26,956,595 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 5.53% | 36,142 | +2,239 | +6.60% | $23,504,282 |
| SPDR SERIES TRUST | SPLG | Other | 5.19% | 288,242 | +25,230 | +9.59% | $22,062,028 |
| ISHARES TR | SGOV | Other | 4.65% | 196,279 | +13,256 | +7.24% | $19,757,437 |
| ISHARES TR | IEF | Other | 4.10% | 182,434 | +4,568 | +2.57% | $17,411,508 |
| SPDR SERIES TRUST | SPSM | Other | 3.98% | 349,866 | -6,586 | -1.85% | $16,905,522 |
| INVESCO EXCHANGE TRADED FD T | PWV | Other | 3.93% | 239,544 | +6,396 | +2.74% | $16,698,562 |
| INVESCO QQQ TR | QQQ | Other | 3.88% | 28,584 | +1,638 | +6.08% | $16,498,263 |
| SPDR SERIES TRUST | SPTM | Other | 3.10% | 166,770 | +21,218 | +14.58% | $13,184,853 |
| ISHARES TR | DGRO | Other | 2.79% | 168,934 | +4,076 | +2.47% | $11,855,736 |
| SPDR INDEX SHS FDS | CWI | Other | 2.77% | 321,018 | +12,638 | +4.10% | $11,746,034 |
| APPLE INC | AAPL | Technology | 2.55% | 42,602 | -1,588 | -3.59% | $10,811,869 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 2.51% | 55,582 | -302 | -0.54% | $10,667,221 |
| SPDR INDEX SHS FDS | SPEM | Other | 2.47% | 223,980 | +6,278 | +2.88% | $10,506,928 |
| FIRST TR EXCHANGE-TRADED FD | RDVI | Other | 2.31% | 384,854 | -78,123 | -16.87% | $9,833,013 |
| SPDR SERIES TRUST | SPHY | Other | 2.31% | 421,456 | -3,067 | -0.72% | $9,828,338 |
| JANUS DETROIT STR TR | JAAA | Other | 2.00% | 168,721 | +484 | +0.29% | $8,498,453 |
| ISHARES TR | AGG | Other | 1.93% | 82,635 | -4,865 | -5.56% | $8,203,160 |
| FIRST TR EXCHANGE-TRADED FD | KNG | Other | 1.70% | 148,024 | -30,650 | -17.15% | $7,210,258 |
| GLOBAL X FDS | QYLD | Other | 1.68% | 415,818 | -73,340 | -14.99% | $7,131,287 |
| DIMENSIONAL ETF TRUST | DFAC | Other | 1.06% | 116,054 | -544 | -0.47% | $4,509,865 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 1.06% | 18,913 | +1,367 | +7.79% | $4,494,073 |
| ISHARES TR | TLT | Other | 0.95% | 46,760 | +2,456 | +5.54% | $4,053,655 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.93% | 27,134 | +80 | +0.30% | $3,969,161 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.74% | 6,814 | -1,950 | -22.25% | $3,156,059 |
| ISHARES TR | XT | Other | 0.71% | 44,210 | +5,760 | +14.98% | $3,012,860 |
| FIRST TR EXCH TRADED FD III | FMHI | Other | 0.69% | 61,920 | -1,791 | -2.81% | $2,943,664 |
| ISHARES TR | HDV | Other | 0.65% | 20,282 | +1,160 | +6.07% | $2,752,631 |
| AB ACTIVE ETFS INC | YEAR | Other | 0.60% | 50,694 | -10,651 | -17.36% | $2,558,799 |
Showing 30 of 129 holdings in the latest reporting period.