Atria Investments, Inc Portfolio Stock Holdings
According to the SEC 13F filed on July 28, 2026, Atria Investments, Inc disclosed 1960 stock positions valued at approximately $9.98B as of quarter-end June 30, 2026. The largest holdings include ISHARES TR, VANGUARD INDEX FDS, and NVIDIA CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 1960
- Portfolio Value
- $9.98B
Holdings by Sector
Atria Investments, Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| ISHARES TR | IVV | Other | 3.18% | 423,685 | +176,989 | +71.74% | $317,293,249 |
| VANGUARD INDEX FDS | VOO | Other | 2.08% | 301,842 | +44,327 | +17.21% | $207,308,001 |
| NVIDIA CORPORATION | NVDA | Technology | 1.94% | 967,697 | +1,959 | +0.20% | $193,626,459 |
| MICROSOFT CORP | MSFT | Technology | 1.31% | 349,531 | -29,427 | -7.77% | $130,381,898 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 1.27% | 170,306 | +51,893 | +43.82% | $127,179,127 |
| APPLE INC | AAPL | Technology | 1.20% | 413,130 | -10,466 | -2.47% | $119,543,259 |
| VANGUARD INDEX FDS | VUG | Other | 1.19% | 1,382,122 | +1,193,493 | +632.72% | $119,056,008 |
| SPDR GOLD TR | GLD | Other | 1.17% | 316,251 | +48,054 | +17.92% | $116,500,470 |
| ALPHABET INC | GOOGL | Communication Services | 1.03% | 286,496 | -2,318 | -0.80% | $102,385,147 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.01% | 422,002 | -21,538 | -4.86% | $100,580,027 |
| VANGUARD SCOTTSDALE FDS | VGIT | Other | 0.93% | 1,572,298 | +76,996 | +5.15% | $92,734,129 |
| BROADCOM INC | AVGO | Technology | 0.90% | 238,038 | -7,814 | -3.18% | $89,918,717 |
| VANGUARD INDEX FDS | VTI | Other | 0.90% | 242,650 | +74,771 | +44.54% | $89,790,324 |
| VANGUARD INDEX FDS | VTV | Other | 0.89% | 407,990 | +26,459 | +6.93% | $88,913,179 |
| ALPHABET INC | GOOG | Communication Services | 0.84% | 238,647 | +14,703 | +6.57% | $84,321,168 |
| ISHARES TR | IVW | Other | 0.83% | 603,475 | +19,239 | +3.29% | $82,995,962 |
| ISHARES INC | IEMG | Other | 0.83% | 997,377 | -278,897 | -21.85% | $82,622,707 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.81% | 1,138,763 | +98,134 | +9.43% | $81,136,840 |
| BLACKROCK ETF TRUST | DYNF | Other | 0.76% | 1,114,211 | +62,272 | +5.92% | $75,777,489 |
| GMO ETF TRUST | QLTY | Other | 0.71% | 1,703,146 | +254,529 | +17.57% | $70,884,956 |
| META PLATFORMS INC | META | Communication Services | 0.69% | 122,388 | -7,573 | -5.83% | $68,939,659 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.69% | 209,540 | +845 | +0.40% | $68,588,812 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.64% | 133,986 | +5,392 | +4.19% | $63,987,515 |
| ISHARES TR | IUSB | Other | 0.64% | 1,381,084 | +308,465 | +28.76% | $63,737,005 |
| SPDR SERIES TRUST | BIL | Other | 0.62% | 679,771 | -576,421 | -45.89% | $62,294,233 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.60% | 234,831 | -7,883 | -3.25% | $59,639,978 |
| STATE STR SPDR DOW JONES IND | DIA | Other | 0.60% | 114,022 | -954 | -0.83% | $59,564,137 |
| ISHARES TR | IVE | Other | 0.59% | 258,295 | -51,303 | -16.57% | $58,648,431 |
| ISHARES TR | EFA | Other | 0.51% | 486,087 | -111,470 | -18.65% | $50,494,756 |
| VISA INC | V | Financial Services | 0.50% | 146,810 | +10 | +0.01% | $50,369,074 |
Showing 30 of 1,960 holdings in the latest reporting period.