Atlas Private Wealth Advisors

Est. AUM

$424.8M

13F long equity, this entity only

Positions

132

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$32.6M	550238	7.67%	SOLE
2	SPDR INDEX SHS FDS	STATE STREET SPD	$27.0M	590506	6.35%	SOLE
3	STATE STR SPDR S&P 500 ETF T	TR UNIT	$23.5M	36142	5.53%	SOLE
4	SPDR SERIES TRUST	STATE STREET SPD	$22.1M	288242	5.19%	SOLE
5	ISHARES TR	0-3 MNTH TREASRY	$19.8M	196279	4.65%	SOLE
6	ISHARES TR	7-10 YR TRSY BD	$17.4M	182434	4.10%	SOLE
7	SPDR SERIES TRUST	STATE STREET SPD	$16.9M	349866	3.98%	SOLE
8	INVESCO EXCHANGE TRADED FD T	LARGE CAP VALUE	$16.7M	239544	3.93%	SOLE
9	INVESCO QQQ TR	UNIT SER 1	$16.5M	28584	3.88%	SOLE
10	SPDR SERIES TRUST	STATE STREET SPD	$13.2M	166770	3.10%	SOLE
11	ISHARES TR	CORE DIV GRWTH	$11.9M	168934	2.79%	SOLE
12	SPDR INDEX SHS FDS	STATE STREET SPD	$11.7M	321018	2.77%	SOLE
13	APPLE INC	COM	$10.8M	42602	2.55%	SOLE
14	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$10.7M	55582	2.51%	SOLE
15	SPDR INDEX SHS FDS	STATE STREET SPD	$10.5M	223980	2.47%	SOLE
16	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$9.8M	384854	2.31%	SOLE
17	SPDR SERIES TRUST	STATE STREET SPD	$9.8M	421456	2.31%	SOLE
18	JANUS DETROIT STR TR	HENDRSON AAA CL	$8.5M	168721	2.00%	SOLE
19	ISHARES TR	CORE US AGGBD ET	$8.2M	82635	1.93%	SOLE
20	FIRST TR EXCHANGE-TRADED FD	FT VEST S&P 500	$7.2M	148024	1.70%	SOLE
21	GLOBAL X FDS	NASDAQ 100 COVER	$7.1M	415818	1.68%	SOLE
22	SSGA ACTIVE TR	STATE STREET LOO	$4.7M	183086	1.10%	SOLE
23	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$4.5M	116054	1.06%	SOLE
24	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$4.5M	18913	1.06%	SOLE
25	ISHARES TR	20 YR TR BD ETF	$4.1M	46760	0.95%	SOLE
26	PALANTIR TECHNOLOGIES INC	CL A	$4.0M	27134	0.93%	SOLE
27	STATE STR SPDR DOW JONES IND	UT SER 1	$3.2M	6814	0.74%	SOLE
28	ISHARES TR	FUTURE EXPONENTI	$3.0M	44210	0.71%	SOLE
29	FIRST TR EXCH TRADED FD III	MUNI HI INCM ETF	$2.9M	61920	0.69%	SOLE
30	ISHARES TR	CORE HIGH DV ETF	$2.8M	20282	0.65%	SOLE
31	AB ACTIVE ETFS INC	ULTRA SHORT INCM	$2.6M	50694	0.60%	SOLE
32	ALPHABET INC	CAP STK CL C	$2.5M	8620	0.58%	SOLE
33	MICROSOFT CORP	COM	$2.4M	6432	0.56%	SOLE
34	PACER FDS TR	US LRG CP CASH	$2.3M	69200	0.55%	SOLE
35	FIRST TR EXCHANGE TRADED FD	NASDQ ARTFCIAL	$2.3M	49362	0.54%	SOLE
36	INVESCO EXCHANGE TRADED FD T	DIVID ACHIEVEV	$2.2M	42887	0.52%	SOLE
37	FIRST TR EXCHNG TRADED FD VI	FT VEST LADDERED	$2.1M	76337	0.50%	SOLE
38	BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$2.1M	42989	0.49%	SOLE
39	BLACKROCK MUNIHLDGS NJ QLTY	COM	$2.0M	176075	0.48%	SOLE
40	AMAZON COM INC	COM	$2.0M	9596	0.47%	SOLE
41	FIRST TR EXCHNG TRADED FD VI	FT VEST LAD	$2.0M	75796	0.47%	SOLE
42	TESLA INC	COM	$1.9M	5020	0.44%	SOLE
43	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$1.7M	33367	0.40%	SOLE
44	FIRST TR EXCHANGE-TRADED FD	NASDAQ-100 SEL	$1.6M	12351	0.37%	SOLE
45	SELECT SECTOR SPDR TR	STATE STREET TEC	$1.6M	11678	0.37%	SOLE
46	ISHARES TR	PFD AND INCM SEC	$1.5M	49917	0.36%	SOLE
47	NUVEEN CALIFORNIA MUNI VLU F	COM STK	$1.4M	149906	0.33%	SOLE
48	ARK ETF TR	INNOVATION ETF	$1.4M	20567	0.33%	SOLE
49	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.4M	40378	0.32%	SOLE
50	NVIDIA CORPORATION	COM	$1.2M	6906	0.28%	SOLE

1–50 of 132

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