Holders — by stockHoldings — by fund
Atria Investments, Inc
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1535865
$9.98B
disclosed book value
2,111
positions
3.2%
largest position share
Positions, as of 2026-06-30
top 100 of 2,111 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 423,685 | $317.3M | 3.2% |
| 2 | VOOVANGUARD INDEX FDS | 301,842 | $207.3M | 2.1% |
| 3 | NVDANVIDIA CORPORATION | 967,697 | $193.6M | 1.9% |
| 4 | MSFTMICROSOFT CORP | 349,531 | $130.4M | 1.3% |
| 5 | SPYSTATE STR SPDR S&P 500 ETF T | 170,306 | $127.2M | 1.3% |
| 6 | AAPLAPPLE INC | 413,130 | $119.5M | 1.2% |
| 7 | VUGVANGUARD INDEX FDS | 1.4M | $119.1M | 1.2% |
| 8 | GLDSPDR GOLD TR | 316,251 | $116.5M | 1.2% |
| 9 | GOOGLALPHABET INC | 286,496 | $102.4M | 1% |
| 10 | AMZNAMAZON COM INC | 422,002 | $100.6M | 1% |
| 11 | VGITVANGUARD SCOTTSDALE FDS | 1.6M | $92.7M | 0.9% |
| 12 | AVGOBROADCOM INC | 238,038 | $89.9M | 0.9% |
| 13 | VTIVANGUARD INDEX FDS | 242,650 | $89.8M | 0.9% |
| 14 | VTVVANGUARD INDEX FDS | 407,990 | $88.9M | 0.9% |
| 15 | GOOGALPHABET INC | 238,647 | $84.3M | 0.8% |
| 16 | IVWISHARES TR | 603,475 | $83.0M | 0.8% |
| 17 | IEMGISHARES INC | 997,377 | $82.6M | 0.8% |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 1.1M | $81.1M | 0.8% |
| 19 | DYNFBLACKROCK ETF TRUST | 1.1M | $75.8M | 0.8% |
| 20 | QLTYGMO ETF TRUST | 1.7M | $70.9M | 0.7% |
| 21 | METAMETA PLATFORMS INC | 122,388 | $68.9M | 0.7% |
| 22 | JPMJPMORGAN CHASE & CO | 209,540 | $68.6M | 0.7% |
| 23 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 133,986 | $64.0M | 0.6% |
| 24 | IUSBISHARES TR | 1.4M | $63.7M | 0.6% |
| 25 | BILSPDR SERIES TRUST | 679,771 | $62.3M | 0.6% |
| 26 | JNJJOHNSON & JOHNSON | 234,831 | $59.6M | 0.6% |
| 27 | DIASTATE STR SPDR DOW JONES IND | 114,022 | $59.6M | 0.6% |
| 28 | IVEISHARES TR | 258,295 | $58.6M | 0.6% |
| 29 | EFAISHARES TR | 486,087 | $50.5M | 0.5% |
| 30 | VVISA INC | 146,810 | $50.4M | 0.5% |
| 31 | MINTPIMCO ETF TR | 488,205 | $49.2M | 0.5% |
| 32 | KORPAMERICAN CENTY ETF TR | 1.0M | $49.0M | 0.5% |
| 33 | MTUMISHARES TR | 140,944 | $48.3M | 0.5% |
| 34 | TSLATESLA INC | 114,499 | $48.2M | 0.5% |
| 35 | GRIDFIRST TR EXCHANGE-TRADED FD | 249,265 | $47.8M | 0.5% |
| 36 | IEFAISHARES TR | 491,194 | $47.4M | 0.5% |
| 37 | GBILGOLDMAN SACHS ETF TR | 452,406 | $45.3M | 0.5% |
| 38 | XLKSELECT SECTOR SPDR TR | 231,978 | $44.2M | 0.4% |
| 39 | LLYELI LILLY & CO | 34,121 | $40.9M | 0.4% |
| 40 | EFGISHARES TR | 317,327 | $39.5M | 0.4% |
| 41 | FSMDFIDELITY COVINGTON TRUST | 746,717 | $39.5M | 0.4% |
| 42 | ABBVABBVIE INC | 154,317 | $38.8M | 0.4% |
| 43 | CVXCHEVRON CORPORATION | 233,447 | $38.7M | 0.4% |
| 44 | BAIBLACKROCK ETF TRUST | 727,504 | $38.4M | 0.4% |
| 45 | MUMICRON TECHNOLOGY INC | 32,935 | $38.0M | 0.4% |
| 46 | LQDISHARES TR | 335,754 | $36.6M | 0.4% |
| 47 | CSCOCISCO SYS INC | 294,717 | $34.6M | 0.3% |
| 48 | VWOVANGUARD INTL EQUITY INDEX F | 567,695 | $33.9M | 0.3% |
| 49 | PMPHILIP MORRIS INTL INC | 176,615 | $32.0M | 0.3% |
| 50 | AMERICAN CENTY ETF TR | 459,685 | $31.9M | 0.3% |
| 51 | PHOINVESCO EXCHANGE TRADED FD T | 458,767 | $31.7M | 0.3% |
| 52 | SCHFSCHWAB STRATEGIC TR | 1.1M | $31.7M | 0.3% |
| 53 | AMATAPPLIED MATLS INC | 43,600 | $31.5M | 0.3% |
| 54 | LRCXLAM RESEARCH CORP | 69,785 | $30.2M | 0.3% |
| 55 | COROBLACKROCK ETF TRUST | 818,831 | $30.0M | 0.3% |
| 56 | UNHUNITEDHEALTH GROUP INC | 71,840 | $29.9M | 0.3% |
| 57 | EEMISHARES TR | 425,396 | $29.1M | 0.3% |
| 58 | BLCRBLACKROCK ETF TRUST | 571,082 | $28.8M | 0.3% |
| 59 | EXMOCEXXON MOBIL CORP | 208,034 | $28.4M | 0.3% |
| 60 | ORCLORACLE CORP | 187,567 | $27.5M | 0.3% |
| 61 | ASML HLDG NV | 13,503 | $26.9M | 0.3% |
| 62 | IWFISHARES TR | 214,584 | $26.6M | 0.3% |
| 63 | WMTWALMART INC | 232,581 | $26.3M | 0.3% |
| 64 | GOVTISHARES TR | 1.1M | $25.9M | 0.3% |
| 65 | VBRVANGUARD INDEX FDS | 105,469 | $25.6M | 0.3% |
| 66 | BNDVANGUARD BD INDEX FDS | 347,678 | $25.5M | 0.3% |
| 67 | VBKVANGUARD INDEX FDS | 69,585 | $25.4M | 0.3% |
| 68 | DGROISHARES TR | 333,705 | $25.3M | 0.3% |
| 69 | SPSBSPDR SERIES TRUST | 823,528 | $24.7M | 0.2% |
| 70 | BNDXVANGUARD CHARLOTTE FDS | 509,082 | $24.7M | 0.2% |
| 71 | AVUVAMERICAN CENTY ETF TR | 196,475 | $24.5M | 0.2% |
| 72 | MRKMERCK & CO INC | 190,293 | $24.5M | 0.2% |
| 73 | AMDADVANCED MICRO DEVICES INC | 41,861 | $24.3M | 0.2% |
| 74 | VVVANGUARD INDEX FDS | 70,246 | $24.2M | 0.2% |
| 75 | EFVISHARES TR | 314,256 | $24.1M | 0.2% |
| 76 | KOCOCA COLA CO | 295,654 | $24.0M | 0.2% |
| 77 | IUSGISHARES TR | 127,601 | $24.0M | 0.2% |
| 78 | ADIANALOG DEVICES INC | 58,683 | $23.3M | 0.2% |
| 79 | BRK/BBERKSHIRE HATHAWAY INC DEL | 45,748 | $22.9M | 0.2% |
| 80 | FTSMFIRST TR EXCHANGE-TRADED FD | 383,115 | $22.9M | 0.2% |
| 81 | MAMASTERCARD INCORPORATED | 44,252 | $22.7M | 0.2% |
| 82 | IYWISHARES TR | 90,046 | $22.7M | 0.2% |
| 83 | NFLXNETFLIX INC. | 318,037 | $22.7M | 0.2% |
| 84 | VBVANGUARD INDEX FDS | 74,685 | $22.6M | 0.2% |
| 85 | IDEFBLACKROCK ETF TRUST | 705,138 | $22.4M | 0.2% |
| 86 | THROBLACKROCK ETF TRUST | 503,643 | $21.7M | 0.2% |
| 87 | BACBANK OF AMER CORP | 367,152 | $20.9M | 0.2% |
| 88 | CATCATERPILLAR INC | 19,582 | $20.9M | 0.2% |
| 89 | TXNTEXAS INSTRS INC | 69,917 | $20.8M | 0.2% |
| 90 | ISHARES TR | 316,378 | $20.7M | 0.2% |
| 91 | JAAAJANUS DETROIT STR TR | 409,467 | $20.7M | 0.2% |
| 92 | VGTVANGUARD WORLD FD | 171,937 | $20.5M | 0.2% |
| 93 | GEVGE VERNOVA INC | 17,350 | $20.4M | 0.2% |
| 94 | DFAEDIMENSIONAL ETF TRUST | 504,576 | $20.3M | 0.2% |
| 95 | PVALPUTNAM ETF TRUST | 397,686 | $20.3M | 0.2% |
| 96 | SPYMSPDR SERIES TRUST | 226,533 | $19.9M | 0.2% |
| 97 | VTIPVANGUARD MALVERN FDS | 395,897 | $19.9M | 0.2% |
| 98 | WFCWELLS FARGO & CO | 236,946 | $19.6M | 0.2% |
| 99 | PGPROCTER & GAMBLE CO | 132,587 | $19.4M | 0.2% |
| 100 | BSVVANGUARD BD INDEX FDS | 247,490 | $19.3M | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.