Atlas Private Wealth Advisors

CIK 0001814234 · RED BANK, NJ · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Atlas Private Wealth Advisors reported 139 positions worth $456.8M as of June 30, 2026 (13F filed July 28, 2026). Largest holding: SPMD (8.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$456.8M
2026 Q2
Positions
139
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
50.1%
Est. Net Flow (Q)
2026 Q2
10 / 139 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1SPMDSPDR SERIES TRUSTSH$37.8M8.28%559,902
2SPDWSPDR INDEX SHS FDSSH$31.3M6.84%620,241
3SPYSTATE STR SPDR S&P 500 ETF TSH$27.9M6.10%37,332
4SPYMSPDR SERIES TRUSTSH$26.4M5.78%300,403
5QQQINVESCO QQQ TRSH$21.1M4.62%28,670
6SPSMSPDR SERIES TRUSTSH$20.3M4.44%351,572
7PWVINVESCO EXCHANGE TRADED FD TSH$18.7M4.10%246,888
8SPTMSPDR SERIES TRUSTSH$16.9M3.70%186,239
9IEFISHARES TRSH$14.4M3.15%152,138
10CWISPDR INDEX SHS FDSSH$14.0M3.07%345,135

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Atlas Private Wealth Advisors hold as of Q2 2026?

Atlas Private Wealth Advisors reported 139 positions worth $456.8M in its Q2 2026 13F filing. Largest positions: SPMD (8.3%), SPDW (6.8%), SPY (6.1%), SPYM (5.8%) and QQQ (4.6%).

What did Atlas Private Wealth Advisors buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Atlas Private Wealth Advisors sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.