§ 13F · FUND PROFILE
Atria Investments, Inc.
AUM · $10.0B (13F)Positions · 2111Turnover · n/a · Q2Filed · Jul 28, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$300M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 28, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 424K | $317M | 3.2% | +72% |
| 2 | VOO | VANGUARD INDEX FDS | 302K | $207M | 2.1% | +17% |
| 3 | NVDA | NVIDIA CORPORATION | 968K | $194M | 1.9% | ±0% |
| 4 | MSFT | MICROSOFT CORP | 350K | $130M | 1.3% | −8% |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 170K | $127M | 1.3% | +44% |
| 6 | AAPL | APPLE INC | 413K | $120M | 1.2% | −2% |
| 7 | VUG | VANGUARD INDEX FDS | 1.38M | $119M | 1.2% | +633% |
| 8 | GLD | SPDR GOLD TR | 316K | $117M | 1.2% | +18% |
| 9 | GOOGL | ALPHABET INC | 286K | $102M | 1.0% | −1% |
| 10 | AMZN | AMAZON COM INC | 422K | $101M | 1.0% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATRIA SIGNAL
AC read
Atria Investments, Inc is a Other fund managing $10.0 billion in assets. The fund runs a massive portfolio of 2,111 positions.
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