Atria Investments, Inc

CIK 0001535865 · CHARLOTTE, NC · Quarter end: 2026-06-30 · Filed on: 2026-07-28 · Open the SEC source

Atria Investments, Inc reported 2,111 positions worth $9.98B as of June 30, 2026 (13F filed July 28, 2026). Largest holding: IVV (3.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$9.98B
2026 Q2
Positions
2,111
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
15.4%
Est. Net Flow (Q)
2026 Q2
10 / 2111 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1IVVISHARES TRSH$317.3M3.18%423,685
2VOOVANGUARD INDEX FDSSH$207.3M2.08%301,842
3NVDANVIDIA CORPORATIONSH$193.6M1.94%967,697
4MSFTMICROSOFT CORPSH$130.4M1.31%349,531
5SPYSTATE STR SPDR S&P 500 ETF TSH$127.2M1.27%170,306
6AAPLAPPLE INCSH$119.5M1.20%413,130
7VUGVANGUARD INDEX FDSSH$119.1M1.19%1,382,122
8GLDSPDR GOLD TRSH$116.5M1.17%316,251
9GOOGLALPHABET INCSH$102.4M1.03%286,496
10AMZNAMAZON COM INCSH$100.6M1.01%422,002

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

Frequently Asked Questions

What stocks does Atria Investments, Inc hold as of Q2 2026?

Atria Investments, Inc reported 2111 positions worth $9.98B in its Q2 2026 13F filing. Largest positions: IVV (3.2%), VOO (2.1%), NVDA (1.9%), MSFT (1.3%) and SPY (1.3%).

What did Atria Investments, Inc buy in Q2 2026?

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

What did Atria Investments, Inc 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.