Atria Investments, Inc

Est. AUM

$8.89B

13F long equity, this entity only

Positions

2,010

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	NVIDIA CORPORATION	COM	$168.4M	965738	1.90%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$161.1M	246696	1.81%	SOLE
3	VANGUARD INDEX FDS	S&P 500 ETF SHS	$153.9M	257515	1.73%	SOLE
4	MICROSOFT CORP	COM	$140.3M	378958	1.58%	SOLE
5	SPDR GOLD TR	GOLD SHS	$115.4M	268197	1.30%	SOLE
6	SPDR SERIES TRUST	STATE STREET SPD	$115.1M	1256192	1.30%	SOLE
7	APPLE INC	COM	$107.5M	423596	1.21%	SOLE
8	AMAZON COM INC	COM	$92.4M	443540	1.04%	SOLE
9	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$89.0M	1495302	1.00%	SOLE
10	ISHARES INC	CORE MSCI EMKT	$89.0M	1276274	1.00%	SOLE
11	INVESCO QQQ TR	UNIT SER 1	$86.5M	149884	0.97%	SOLE
12	PIMCO ETF TR	ENHAN SHRT MA AC	$85.8M	852861	0.97%	SOLE
13	ALPHABET INC	CAP STK CL A	$83.1M	288814	0.93%	SOLE
14	VANGUARD INDEX FDS	GROWTH ETF	$82.4M	188629	0.93%	SOLE
15	STATE STR SPDR S&P 500 ETF T	TR UNIT	$77.0M	118413	0.87%	SOLE
16	BROADCOM INC	COM	$76.1M	245852	0.86%	SOLE
17	VANGUARD INDEX FDS	VALUE ETF	$74.9M	381531	0.84%	SOLE
18	META PLATFORMS INC	CL A	$74.4M	129961	0.84%	SOLE
19	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$66.7M	1040629	0.75%	SOLE
20	ISHARES TR	S&P 500 GRWT ETF	$66.1M	584236	0.74%	SOLE
21	ISHARES TR	S&P 500 VAL ETF	$65.4M	309598	0.74%	SOLE
22	ALPHABET INC	CAP STK CL C	$64.2M	223944	0.72%	SOLE
23	JPMORGAN CHASE & CO	COM	$61.4M	208695	0.69%	SOLE
24	BLACKROCK ETF TRUST	ISHARES US EQUIT	$61.2M	1051939	0.69%	SOLE
25	JOHNSON & JOHNSON	COM	$59.3M	242714	0.67%	SOLE
26	ISHARES TR	MSCI EAFE ETF	$58.0M	597557	0.65%	SOLE
27	VANGUARD INDEX FDS	TOTAL STK MKT	$53.9M	167879	0.61%	SOLE
28	STATE STR SPDR DOW JONES IND	UT SER 1	$53.3M	114976	0.60%	SOLE
29	GMO ETF TRUST	GMO US QUALITY E	$52.4M	1448617	0.59%	SOLE
30	ISHARES TR	EAFE VALUE ETF	$51.7M	695201	0.58%	SOLE
31	ISHARES TR	CORE MSCI EAFE	$50.4M	556362	0.57%	SOLE
32	CHEVRON CORPORATION	COM	$49.7M	240234	0.56%	SOLE
33	ISHARES TR	CORE UNIVRSL USD	$49.5M	1072619	0.56%	SOLE
34	ISHARES TR	CORE US AGGBD ET	$49.1M	494480	0.55%	SOLE
35	AMERICAN CENTY ETF TR	DIVERSIFID CRP	$46.2M	991752	0.52%	SOLE
36	VISA INC	COM CL A	$44.4M	146800	0.50%	SOLE
37	TESLA INC	COM	$44.1M	118578	0.50%	SOLE
38	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$43.5M	128594	0.49%	SOLE
39	EXXON MOBIL CORP	COM	$41.0M	241578	0.46%	SOLE
40	ISHARES TR	MSCI USA QLT FCT	$37.9M	197593	0.43%	SOLE
41	GOLDMAN SACHS ETF TR	ACCES TREASURY	$36.1M	360083	0.41%	SOLE
42	ISHARES TR	MSCI USA MMENTM	$35.1M	146280	0.40%	SOLE
43	ISHARES TR	IBOXX INV CP ETF	$34.6M	317778	0.39%	SOLE
44	ELI LILLY & CO	COM	$34.4M	37389	0.39%	SOLE
45	FIDELITY COVINGTON TRUST	SML MID MLTFCT	$33.9M	758543	0.38%	SOLE
46	NETFLIX INC.	COM	$33.3M	346108	0.37%	SOLE
47	ABBVIE INC	COM	$33.1M	152287	0.37%	SOLE
48	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$32.4M	197827	0.36%	SOLE
49	ISHARES TR	EAFE GRWTH ETF	$31.9M	286592	0.36%	SOLE
50	PHILIP MORRIS INTL INC	COM	$31.4M	189984	0.35%	SOLE

1–50 of 2,010

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.