§ 13F · FUND PROFILE
Atria Wealth Solutions, Inc..
AUM · $4.4B (13F)Positions · 2098Turnover · n/a · Q2Filed · Jul 25, 2025
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$48M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2025
FILED JUL 25, 2025
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 144K | $89M | 2.0% | −54% |
| 2 | QQQ | INVESCO QQQ TR | 117K | $64M | 1.5% | −46% |
| 3 | SPY | SPDR S&P 500 ETF TR | 81K | $50M | 1.1% | −58% |
| 4 | NVDA | NVIDIA CORPORATION | 282K | $45M | 1.0% | −60% |
| 5 | QUAL | ISHARES TR | 242K | $44M | 1.0% | −37% |
| 6 | NVDA | NVIDIA CORPORATION | 268K | $42M | 1.0% | — |
| 7 | VOO | VANGUARD INDEX FDS | 70K | $40M | 0.9% | −49% |
| 8 | AAPL | APPLE INC | 189K | $40M | 0.9% | −60% |
| 9 | MSFT | MICROSOFT CORP | 73K | $36M | 0.8% | −57% |
| 10 | MSFT | MICROSOFT CORP | 66K | $33M | 0.7% | — |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ATRIA SIGNAL
AC read
Atria Wealth Solutions, Inc. is a Other fund managing $4.4 billion in assets. The fund runs a massive portfolio of 2,098 positions.
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