Atria Investments, Inc Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Atria Investments, Inc disclosed 2118 stock positions valued at approximately $10.27B as of quarter-end September 30, 2026. The largest holdings include ISHARES TR, NVIDIA CORPORATION, and MICROSOFT CORP.
- Report Period
- September 30, 2026
- No. of Stocks
- 2118
- Portfolio Value
- $10.27B
Holdings by Sector
Atria Investments, Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 3.20% | 429,001 | +5,316 | +1.25% | $328,550,702 |
| NVIDIA CORPORATION | NVDA | Technology | 2.39% | 1,072,513 | +104,816 | +10.83% | $244,940,511 |
| MICROSOFT CORP | MSFT | Technology | 2.18% | 436,951 | +87,420 | +25.01% | $224,112,042 |
| APPLE INC | AAPL | Technology | 1.58% | 486,957 | +73,827 | +17.87% | $162,166,355 |
| VANGUARD INDEX FDS | VOO | Other | 1.57% | 230,049 | -71,793 | -23.78% | $161,232,322 |
| VANGUARD INDEX FDS | VUG | Other | 1.27% | 1,443,445 | +61,323 | +4.44% | $130,068,808 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.16% | 479,494 | +57,492 | +13.62% | $119,466,004 |
| ALPHABET INC | GOOGL | Communication Services | 1.11% | 329,683 | +43,187 | +15.07% | $113,437,371 |
| META PLATFORMS INC | META | Communication Services | 0.98% | 139,065 | +16,677 | +13.63% | $100,847,086 |
| SPDR GOLD TR | GLD | Other | 0.91% | 244,253 | -71,998 | -22.77% | $93,021,236 |
| BROADCOM INC | AVGO | Technology | 0.90% | 263,119 | +25,081 | +10.54% | $92,404,937 |
| VANGUARD INDEX FDS | VTI | Other | 0.90% | 246,849 | +4,199 | +1.73% | $92,380,819 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.88% | 1,599,401 | +27,103 | +1.72% | $90,622,047 |
| VANGUARD INDEX FDS | VTV | Other | 0.86% | 407,572 | -418 | -0.10% | $88,068,142 |
| ISHARES TR | IVW | Other | 0.85% | 614,252 | +10,777 | +1.79% | $87,383,544 |
| ALPHABET INC | GOOG | Communication Services | 0.84% | 254,386 | +15,739 | +6.60% | $86,679,565 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.83% | 1,235,486 | +121,275 | +10.88% | $85,569,752 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.78% | 104,950 | -65,356 | -38.38% | $80,038,254 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.78% | 1,132,273 | -6,490 | -0.57% | $79,949,774 |
| SPDR SERIES TRUST | BIL | Other | 0.74% | 831,970 | +152,199 | +22.39% | $76,241,713 |
| ISHARES TR | IUSB | Other | 0.73% | 1,690,471 | +309,387 | +22.40% | $74,532,881 |
| ISHARES INC | IEMG | Other | 0.72% | 909,988 | -87,389 | -8.76% | $73,854,586 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.70% | 217,663 | +8,123 | +3.88% | $72,009,446 |
| PIMCO ETF TR | MINT | Other | 0.66% | 674,664 | +186,459 | +38.19% | $67,837,458 |
| GMO ETF TRUST | QLTY | Other | 0.65% | 1,555,563 | -147,583 | -8.67% | $66,593,660 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.62% | 139,829 | +5,843 | +4.36% | $63,788,549 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.60% | 233,290 | -1,541 | -0.66% | $61,761,154 |
| ISHARES TR | IVE | Other | 0.58% | 261,021 | +2,726 | +1.06% | $59,585,883 |
| VISA INC | V | Financial Services | 0.55% | 158,431 | +11,621 | +7.92% | $56,929,098 |
| ISHARES TR | IEFA | Other | 0.51% | 536,021 | +44,827 | +9.13% | $51,929,759 |
Showing 30 of 2,118 holdings in the latest reporting period.