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Atlas Private Wealth Advisors Top Holdings and 13F Report (2026)

About Atlas Private Wealth Advisors

Investment Activity

  • Atlas Private Wealth Advisors has $424.76 million in total holdings as of March 31, 2026.
  • Atlas Private Wealth Advisors owns shares of 132 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 4.48% of the portfolio was purchased this quarter.
  • About 3.73% of the portfolio was sold this quarter.
  • This quarter, Atlas Private Wealth Advisors has purchased 134 new stocks and bought additional shares in 53 stocks.
  • Atlas Private Wealth Advisors sold shares of 59 stocks and completely divested from 10 stocks this quarter.

Largest New Holdings this Quarter

46641Q332 - JPMorgan Equity Premium Income ETF
$866,638 Holding
756109104 - Realty Income
$426,677 Holding
09290C863 - BLACKROCK ETF TRUST
$269,708 Holding
171779309 - Ciena
$252,350 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
25,230 shares (about $1.93M)
SPDR S&P 500 ETF Trust
2,239 shares (about $1.46M)
iShares 0-3 Month Treasury Bond ETF
13,256 shares (about $1.33M)

Largest Sales this Quarter

Global X Nasdaq 100 Covered Call ETF
73,340 shares (about $1.26M)
SPDR Dow Jones Industrial Average ETF Trust
1,950 shares (about $903.19K)
Tesla
2,068 shares (about $768.78K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtlas Private Wealth Advisors

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$32,585,048$12,792 0.0%550,2387.7%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$26,956,595$111,158 -0.4%590,5066.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$23,504,282$1,456,092 6.6%36,1425.5%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$22,062,028$1,931,103 9.6%288,2425.2%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$19,757,437$1,334,348 7.2%196,2794.7%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$17,411,508$435,970 2.6%182,4344.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$16,905,522$318,235 -1.8%349,8664.0%ETF
Invesco Large Cap Value ETF stock logo
PWV
Invesco Large Cap Value ETF
$16,698,562$445,864 2.7%239,5443.9%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$16,498,263$945,429 6.1%28,5843.9%Finance
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$13,184,853$1,677,497 14.6%166,7703.1%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$11,855,736$286,052 2.5%168,9342.8%ETF
SPDR MSCI ACWI ex-US ETF stock logo
CWI
SPDR MSCI ACWI ex-US ETF
$11,746,034$462,424 4.1%321,0182.8%ETF
Apple Inc. stock logo
AAPL
Apple
$10,811,869$403,015 -3.6%42,6022.5%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$10,667,221$57,959 -0.5%55,5822.5%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$10,506,928$294,502 2.9%223,9802.5%ETF
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$9,833,013$1,996,041 -16.9%384,8542.3%ETF
SPDR Portfolio High Yield Bond ETF stock logo
SPHY
SPDR Portfolio High Yield Bond ETF
$9,828,338$71,522 -0.7%421,4562.3%ETF
Janus Henderson AAA CLO ETF stock logo
JAAA
Janus Henderson AAA CLO ETF
$8,498,453$24,379 0.3%168,7212.0%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$8,203,160$482,948 -5.6%82,6351.9%Finance
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$7,210,258$1,492,963 -17.2%148,0241.7%ETF
Global X Nasdaq 100 Covered Call ETF stock logo
QYLD
Global X Nasdaq 100 Covered Call ETF
$7,131,287$1,257,782 -15.0%415,8181.7%Manufacturing
OBND
State Street Loomis Sayles Opportunistic Bond ETF
$4,689,507$262,412 5.9%183,0861.1%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$4,509,865$21,140 -0.5%116,0541.1%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$4,494,073$324,824 7.8%18,9131.1%ETF
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$4,053,655$212,912 5.5%46,7601.0%ETF
PALANTIR TECHNOLOGIES INC
$3,969,161$11,702 0.3%27,1340.9%CL A
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$3,156,059$903,187 -22.3%6,8140.7%Finance
iShares Exponential Technologies ETF stock logo
XT
iShares Exponential Technologies ETF
$3,012,860$392,537 15.0%44,2100.7%Manufacturing
First Trust Municipal High Income ETF stock logo
FMHI
First Trust Municipal High Income ETF
$2,943,664$85,144 -2.8%61,9200.7%Manufacturing
iShares Core High Dividend ETF stock logo
HDV
iShares Core High Dividend ETF
$2,752,631$157,433 6.1%20,2820.6%ETF
AB Ultra Short Income ETF stock logo
YEAR
AB Ultra Short Income ETF
$2,558,799$537,613 -17.4%50,6940.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$2,472,717$4,016 -0.2%8,6200.6%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,381,087$160,664 -6.3%6,4320.6%Computer and Technology
Pacer US Large Cap Cash Cows Growth Leaders ETF stock logo
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
$2,334,737$371,837 18.9%69,2000.5%ETF
First Trust Nasdaq Artificial Intelligence and Robotics ETF stock logo
ROBT
First Trust Nasdaq Artificial Intelligence and Robotics ETF
$2,278,558$194,888 9.4%49,3620.5%Manufacturing
Invesco Dividend Achievers ETF stock logo
PFM
Invesco Dividend Achievers ETF
$2,191,166$115,876 -5.0%42,8870.5%Manufacturing
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$2,137,436$207,144 -8.8%76,3370.5%ETF
BLACKROCK ETF TRUST II
$2,062,622$260,533 14.5%42,9890.5%ISHARES HIGH YIE
BlackRock MuniHoldings New Jersey Quality Fund, Inc. stock logo
MUJ
BlackRock MuniHoldings New Jersey Quality Fund
$2,037,188$1,441,321 241.9%176,0750.5%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,998,562$57,899 -2.8%9,5960.5%Retail/Wholesale
FIRST TR EXCHNG TRADED FD VI
$1,991,153$213,522 -9.7%75,7960.5%FT VEST LAD
Tesla, Inc. stock logo
TSLA
Tesla
$1,866,191$768,781 -29.2%5,0200.4%Auto/Tires/Trucks
First Trust Managed Municipal ETF stock logo
FMB
First Trust Managed Municipal ETF
$1,690,356$227,157 15.5%33,3670.4%Manufacturing
First Trust NASDAQ-100 Equal Weighted Index Fund stock logo
QQEW
First Trust NASDAQ-100 Equal Weighted Index Fund
$1,568,301$716,027 -31.3%12,3510.4%Manufacturing
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,552,047$63,794 4.3%11,6780.4%ETF
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$1,513,483$45,480 -2.9%49,9170.4%ETF
Nuveen California Municipal Va stock logo
NCA
Nuveen California Municipal Va
$1,406,113$603,816 75.3%149,9060.3%Finance
ARK ETF TR
$1,390,128$89,692 6.9%20,5670.3%INNOVATION ETF
Dimensional World ex U.S. Core Equity 2 ETF stock logo
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
$1,371,646$10,904 -0.8%40,3780.3%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,204,463$59,822 -4.7%6,9060.3%Computer and Technology
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$1,148,852$63,396 5.8%8,6260.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,135,483$65,758 -5.5%4,6450.3%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,127,283$35,947 -3.1%3,9200.3%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$1,109,486$523,099 89.2%6,5390.3%Energy
BLACKROCK ETF TRUST II
$1,108,692$570,307 105.9%21,9850.3%ISHARES SHORT-TE
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$1,090,987$458,607 72.5%1,6700.3%ETF
First Trust Dorsey Wright Focus 5 ETF stock logo
FV
First Trust Dorsey Wright Focus 5 ETF
$1,068,069$8,038 -0.7%17,6720.3%Manufacturing
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,027,098$35,476 -3.3%1,7950.2%Computer and Technology
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$1,024,493$8,025 -0.8%6,7660.2%ETF
Capital Group Municipal Income ETF stock logo
CGMU
Capital Group Municipal Income ETF
$951,753$1,059 0.1%35,0550.2%ETF
ETF SER SOLUTIONS
$944,455$75,110 8.6%8,8020.2%DEFIANCE QUANTUM
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$883,099$147,515 -14.3%8860.2%Retail/Wholesale
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$877,383$1,933 0.2%9,9880.2%Manufacturing
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$866,638$866,638 New Holding15,2900.2%ETF
Trane Technologies plc stock logo
TT
Trane Technologies
$852,825$2,084 0.2%2,0460.2%Construction
Amgen Inc. stock logo
AMGN
Amgen
$818,825$19,705 -2.3%2,3270.2%Medical
Broadcom Inc. stock logo
AVGO
Broadcom
$762,002$4,333 -0.6%2,4620.2%Computer and Technology
First Trust Morningstar Dividend Leaders Index Fund stock logo
FDL
First Trust Morningstar Dividend Leaders Index Fund
$757,416$157,681 -17.2%14,9100.2%ETF
QWLD
SPDR MSCI World StrategicFactors ETF
$741,312$23,332 3.2%5,1790.2%ETF
SPDR ICE Preferred Securities ETF stock logo
PSK
SPDR ICE Preferred Securities ETF
$727,933$455,899 -38.5%23,6040.2%ETF
FIDELITY COVINGTON TRUST
$702,872$225,914 47.4%13,7050.2%FUNDAMENTAL LARG
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$701,334$10,002 -1.4%2,3840.2%Finance
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$685,756$374,782 -35.3%7,3940.2%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$637,923$239,943 -27.3%12,9210.2%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$621,519$16,934 -2.7%9,1020.1%Manufacturing
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$603,376$39,987 7.1%14,1840.1%ETF
iShares Core MSCI Total International Stock ETF stock logo
IXUS
iShares Core MSCI Total International Stock ETF
$583,9540.0%6,7400.1%Manufacturing
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$575,689$7,775 1.4%1,7030.1%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$536,708$2,206 -0.4%12,1620.1%Computer and Technology
J P MORGAN EXCHANGE TRADED F
$500,154$70,230 16.3%6,9650.1%EQUITY FOCUS ETF
Commercial Metals Company stock logo
CMC
Commercial Metals
$491,4400.0%8,0000.1%Basic Materials
Chevron Corporation stock logo
CVX
Chevron
$489,131$106,558 -17.9%2,3640.1%Energy
ISHARES BITCOIN TRUST ETF
$473,603$54,787 13.1%12,3270.1%SHS BEN INT
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$470,078$21,563 4.8%9810.1%Finance
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$439,9560.0%13,0280.1%ETF
First Trust US Equity Opportunities ETF stock logo
FPX
First Trust US Equity Opportunities ETF
$434,1850.0%2,7340.1%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$434,140$118,402 -21.4%1,3200.1%Retail/Wholesale
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$431,281$5,693 1.3%6,8940.1%ETF
Realty Income Corporation stock logo
O
Realty Income
$426,677$426,677 New Holding6,9740.1%Finance
Invesco S&P MidCap Momentum ETF stock logo
XMMO
Invesco S&P MidCap Momentum ETF
$423,337$31,181 8.0%2,9190.1%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$417,984$3,473 -0.8%1,6850.1%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$414,155$17,431 4.4%5940.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$407,753$18,050 -4.2%1,8750.1%Medical
American Express Company stock logo
AXP
American Express
$403,767$18,449 -4.4%1,3350.1%Finance
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$359,7610.0%3370.1%Computer and Technology
Visa Inc. stock logo
V
Visa
$357,8990.0%1,1840.1%Business Services
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$340,4800.0%8,0000.1%ETF
iShares U.S. Consumer Staples ETF stock logo
IYK
iShares U.S. Consumer Staples ETF
$325,830$52,519 -13.9%4,6530.1%ETF
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$325,345$71,946 -18.1%2,2520.1%Consumer Staples
McDonald's Corporation stock logo
MCD
McDonald's
$313,684$50,674 -13.9%1,0090.1%Retail/Wholesale

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