Atria Investments, Inc Top Holdings and 13F Report (2026)

About Atria Investments, Inc

Investment Activity

Atria Investments, Inc has $10.27 billion in total holdings as of September 30, 2026.
Atria Investments, Inc owns shares of 2,136 different stocks, but just 428 companies or ETFs make up 80% of its holdings.
Approximately 11.16% of the portfolio was purchased this quarter.
About 7.58% of the portfolio was sold this quarter.
This quarter, Atria Investments, Inc has purchased 2,111 new stocks and bought additional shares in 1,241 stocks.
Atria Investments, Inc sold shares of 716 stocks and completely divested from 149 stocks this quarter.

Largest Holdings

iShares Core S&P 500 ETF: $328,550,702
NVIDIA: $244,940,511
Microsoft: $224,112,042
Apple: $162,166,355
Vanguard S&P 500 ETF: $161,232,322

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP: $36,360,259 Holding
33740F862 - FT Vest U.S. Equity Buffer ETF - August: $9,179,181 Holding
33740U307 - FT Vest U.S. Equity Buffer ETF - September: $8,947,882 Holding
31423L800 - FEDERATED HERMES ETF TRUST: $8,690,174 Holding
25239Y147 - DFA INVT DIMENSIONS GROUP IN: $8,218,260 Holding

Largest Purchases this Quarter

Microsoft: 87,420 shares (about $44.84M)
EXXONMOBIL HOLDINGS CORP: 223,412 shares (about $36.36M)
iShares MSCI ACWI ex U.S. ETF: 398,511 shares (about $30.14M)
Apple: 73,827 shares (about $24.59M)
NVIDIA: 104,816 shares (about $23.94M)

Largest Sales this Quarter

SPDR Dow Jones Industrial Average ETF Trust: 99,049 shares (about $50.37M)
Vanguard S&P 500 ETF: 71,793 shares (about $50.32M)
SPDR S&P 500 ETF Trust: 65,356 shares (about $49.84M)
iShares MSCI EAFE ETF: 367,433 shares (about $38.17M)
Fidelity Small-Mid Multifactor ETF: 699,327 shares (about $34.39M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
IVV iShares Core S&P 500 ETF	$328,550,702	$4,071,262 ▲	1.3%	429,001	3.2%	ETF
NVDA NVIDIA	$244,940,511	$23,937,877 ▲	10.8%	1,072,513	2.4%	Technology
MSFT Microsoft	$224,112,042	$44,837,693 ▲	25.0%	436,951	2.2%	Technology
AAPL Apple	$162,166,355	$24,585,858 ▲	17.9%	486,957	1.6%	Technology
VOO Vanguard S&P 500 ETF	$161,232,322	$50,316,898 ▼	-23.8%	230,049	1.6%	ETF
VUG Vanguard Growth ETF	$130,068,808	$5,525,815 ▲	4.4%	1,443,445	1.3%	ETF
AMZN Amazon.com	$119,466,004	$14,324,141 ▲	13.6%	479,494	1.2%	Consumer Discretionary
GOOGL Alphabet	$113,437,371	$14,859,789 ▲	15.1%	329,683	1.1%	Communication Services
META Meta Platforms	$100,847,086	$12,093,818 ▲	13.6%	139,065	1.0%	Communication Services
GLD SPDR Gold Shares	$93,021,236	$27,419,696 ▼	-22.8%	244,253	0.9%	ETF
AVGO Broadcom	$92,404,937	$8,808,213 ▲	10.5%	263,119	0.9%	Technology
VTI Vanguard Total Stock Market ETF	$92,380,819	$1,571,435 ▲	1.7%	246,849	0.9%	ETF
VGIT Vanguard Intermediate-Term Treasury ETF	$90,622,047	$1,535,656 ▲	1.7%	1,599,401	0.9%	ETF
VTV Vanguard Value ETF	$88,068,142	$90,321 ▼	-0.1%	407,572	0.9%	ETF
IVW iShares S&P 500 Growth ETF	$87,383,544	$1,533,137 ▲	1.8%	614,252	0.9%	ETF
GOOG Alphabet	$86,679,565	$5,362,912 ▲	6.6%	254,386	0.8%	Communication Services
DYNF iShares U.S. Equity Factor Rotation Active ETF	$85,569,752	$8,399,506 ▲	10.9%	1,235,486	0.8%	ETF
SPY SPDR S&P 500 ETF Trust	$80,038,254	$49,842,593 ▼	-38.4%	104,950	0.8%	ETF
VEA Vanguard FTSE Developed Markets ETF	$79,949,774	$458,259 ▼	-0.6%	1,132,273	0.8%	ETF
BIL SPDR Bloomberg 1-3 Month T-Bill ETF	$76,241,713	$13,947,513 ▲	22.4%	831,970	0.7%	ETF
IUSB iShares Core Total USD Bond Market ETF	$74,532,881	$13,640,876 ▲	22.4%	1,690,471	0.7%	ETF
IEMG iShares Core MSCI Emerging Markets ETF	$73,854,586	$7,092,487 ▼	-8.8%	909,988	0.7%	ETF
JPM JPMorgan Chase & Co.	$72,009,446	$2,687,332 ▲	3.9%	217,663	0.7%	Finance
MINT PIMCO Enhanced Short Maturity Exchange-Traded Fund	$67,837,458	$18,748,450 ▲	38.2%	674,664	0.7%	ETF
GMO ETF TRUST	$66,593,660	$6,318,029 ▼	-8.7%	1,555,563	0.6%	Common Stock
TSM Taiwan Semiconductor Manufacturing	$63,788,549	$2,665,516 ▲	4.4%	139,829	0.6%	Technology
JNJ Johnson & Johnson	$61,761,154	$407,964 ▼	-0.7%	233,290	0.6%	Healthcare
IVE iShares S&P 500 Value ETF	$59,585,883	$622,291 ▲	1.1%	261,021	0.6%	ETF
V Visa	$56,929,098	$4,175,780 ▲	7.9%	158,431	0.6%	Finance
IEFA iShares Core MSCI EAFE ETF	$51,929,759	$4,342,843 ▲	9.1%	536,021	0.5%	ETF
CVX Chevron	$50,930,113	$3,257,962 ▲	6.8%	249,401	0.5%	Energy
BLACKROCK ETF TRUST	$50,575,009	$20,810,491 ▲	69.9%	1,391,334	0.5%	ETF
KORP American Century Diversified Corporate Bond ETF	$47,757,824	$1,314,919 ▲	2.8%	1,076,597	0.5%	ETF
LLY Eli Lilly and Company	$45,828,408	$6,347,733 ▲	16.1%	39,607	0.4%	Healthcare
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund	$45,576,576	$1,429,277 ▲	3.2%	257,335	0.4%	ETF
XLK Technology Select Sector SPDR Fund	$45,532,095	$122,344 ▲	0.3%	232,603	0.4%	ETF
GBIL Goldman Sachs Access Treasury 0-1 Year ETF	$45,421,815	$131,444 ▲	0.3%	453,719	0.4%	ETF
MU Micron Technology	$42,891,879	$7,812,564 ▲	22.3%	40,270	0.4%	Technology
ABBV AbbVie	$41,901,771	$1,533,965 ▲	3.8%	160,181	0.4%	Healthcare
TSLA Tesla	$40,878,836	$253,335 ▲	0.6%	115,213	0.4%	Consumer Discretionary
ACWX iShares MSCI ACWI ex U.S. ETF	$40,036,769	$30,135,392 ▲	304.4%	529,447	0.4%	ETF
PM Philip Morris International	$37,475,827	$3,774,221 ▲	11.2%	196,394	0.4%	Consumer Staples
BLACKROCK ETF TRUST	$37,322,726	$9,362,567 ▲	33.5%	762,311	0.4%	ETF
EXXONMOBIL HOLDINGS CORP	$36,360,259	$36,360,259 ▲	New Holding	223,412	0.4%	Common Stock
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$34,888,643	$581,302 ▲	1.7%	341,443	0.3%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$33,754,765	$84,754 ▲	0.3%	569,124	0.3%	ETF
QINT American Century Quality Diversified International ETF	$33,653,021	$1,658,917 ▲	5.2%	483,520	0.3%	ETF
AMD Advanced Micro Devices	$31,778,522	$6,169,607 ▲	24.1%	51,946	0.3%	Technology
PHO Invesco Water Resources ETF	$31,526,859	$408,676 ▲	1.3%	464,792	0.3%	ETF
SCHF Schwab International Equity ETF	$31,366,970	$38,293 ▼	-0.1%	1,141,863	0.3%	ETF
EFG iShares MSCI EAFE Growth ETF	$31,300,382	$6,724,848 ▼	-17.7%	261,207	0.3%	ETF
CSCO Cisco Systems	$30,936,776	$783,655 ▼	-2.5%	287,436	0.3%	Technology
BLACKROCK ETF TRUST	$30,483,202	$3,847,733 ▼	-11.2%	645,967	0.3%	ETF
KO CocaCola	$28,929,616	$3,479,701 ▲	13.7%	336,078	0.3%	Consumer Staples
MRK Merck & Co., Inc.	$28,872,086	$1,220,604 ▲	4.4%	198,693	0.3%	Healthcare
ASML ASML	$28,586,764	$4,123,422 ▲	16.9%	15,779	0.3%	Technology
UNH UnitedHealth Group	$27,890,993	$1,520,072 ▲	5.8%	75,981	0.3%	Healthcare
MA Mastercard	$26,858,341	$2,454,602 ▲	10.1%	48,703	0.3%	Finance
IUSG iShares Core S&P U.S. Growth ETF	$26,362,870	$1,640,099 ▲	6.6%	136,066	0.3%	ETF
IYW iShares U.S. Technology ETF	$26,353,841	$2,500,656 ▲	10.5%	99,486	0.3%	ETF
NFLX Netflix	$25,880,640	$3,751,616 ▲	17.0%	371,955	0.3%	Communication Services
PVAL Putnam Focused Large Cap Value ETF	$25,830,996	$4,904,762 ▲	23.4%	490,897	0.3%	ETF
BRK.B Berkshire Hathaway	$25,730,920	$2,950,835 ▲	13.0%	51,674	0.3%	Finance
BND Vanguard Total Bond Market ETF	$25,693,194	$1,303,597 ▲	5.3%	366,261	0.3%	ETF
ORCL Oracle	$25,644,769	$108,192 ▼	-0.4%	186,779	0.2%	Technology
VV Vanguard Large-Cap ETF	$25,348,813	$632,630 ▲	2.6%	72,044	0.2%	ETF
GOVT iShares U.S. Treasury Bond ETF	$25,151,343	$286,584 ▲	1.2%	1,150,039	0.2%	ETF
VBR Vanguard Small-Cap Value ETF	$25,029,131	$662,595 ▲	2.7%	108,337	0.2%	ETF
BNDX Vanguard Total International Bond ETF	$24,470,435	$609,778 ▲	2.6%	522,092	0.2%	ETF
VBK Vanguard Small-Cap Growth ETF	$24,283,233	$775,320 ▲	3.3%	71,880	0.2%	ETF
EFV iShares MSCI EAFE Value ETF	$24,156,592	$713,605 ▼	-2.9%	305,239	0.2%	ETF
WALMART INC	$24,102,972	$66,820 ▼	-0.3%	231,938	0.2%	Common Stock
AVUV Avantis U.S. Small Cap Value ETF	$24,073,742	$934,859 ▲	4.0%	204,413	0.2%	ETF
BAC Bank of America	$23,985,854	$4,001,752 ▲	20.0%	440,673	0.2%	Finance
DGRO iShares Core Dividend Growth ETF	$23,639,024	$1,519,035 ▼	-6.0%	313,556	0.2%	ETF
QQQM Invesco NASDAQ 100 ETF	$23,608,272	$15,650,807 ▲	196.7%	77,496	0.2%	ETF
AMAT Applied Materials	$23,053,715	$757,360 ▲	3.4%	45,081	0.2%	Technology
SPLG SPDR Portfolio S&P 500 ETF	$22,685,103	$2,351,529 ▲	11.6%	252,731	0.2%	ETF
BTHM BlackRock Future U.S. Themes ETF	$22,540,784	$390,586 ▲	1.8%	512,524	0.2%	ETF
ADI Analog Devices	$22,339,843	$940,199 ▼	-4.0%	56,313	0.2%	Technology
TMO Thermo Fisher Scientific	$21,764,903	$3,094,421 ▲	16.6%	32,242	0.2%	Healthcare
VGT Vanguard Information Technology ETF	$21,694,691	$87,341 ▲	0.4%	172,632	0.2%	ETF
LAM RESEARCH CORP	$21,394,618	$1,530,534 ▼	-6.7%	65,126	0.2%	Common Stock
VTIP Vanguard Short-Term Inflation-Protected Securities ETF	$21,308,033	$1,821,977 ▲	9.4%	432,914	0.2%	ETF
FTSM First Trust Enhanced Short Maturity ETF	$21,092,799	$1,706,391 ▼	-7.5%	354,441	0.2%	ETF
PANW Palo Alto Networks	$20,925,074	$1,123,987 ▲	5.7%	52,667	0.2%	Technology
VB Vanguard Small-Cap ETF	$20,881,070	$366,140 ▼	-1.7%	73,398	0.2%	ETF
XLE Energy Select Sector SPDR Fund	$20,823,324	$1,107,122 ▼	-5.0%	338,591	0.2%	ETF
SMH VanEck Semiconductor ETF	$20,747,845	$3,205,749 ▲	18.3%	34,069	0.2%	ETF
APH Amphenol	$20,613,488	$12,008,890 ▲	139.6%	244,525	0.2%	Technology
BSV Vanguard Short-Term Bond ETF	$20,525,344	$1,617,084 ▲	8.6%	268,656	0.2%	ETF
SPDW SPDR Portfolio Developed World ex-US ETF	$20,524,297	$1,352,959 ▲	7.1%	408,769	0.2%	ETF
TXN Texas Instruments	$20,485,700	$902,726 ▲	4.6%	73,140	0.2%	Technology
DFAE Dimensional Emerging Core Equity Market ETF	$20,351,823	$516,927 ▲	2.6%	517,726	0.2%	ETF
COP ConocoPhillips	$20,024,809	$3,141,900 ▲	18.6%	160,006	0.2%	Energy
ISCG iShares Morningstar Small-Cap Growth ETF	$19,869,176	$513,476 ▲	2.7%	324,771	0.2%	ETF
WFC Wells Fargo & Company	$19,798,904	$831,398 ▲	4.4%	247,332	0.2%	Finance
BLACKROCK ETF TRUST	$19,665,738	$2,353,751 ▼	-10.7%	629,763	0.2%	ETF
MTUM iShares MSCI USA Momentum Factor ETF	$19,260,736	$25,466,670 ▼	-56.9%	60,694	0.2%	ETF
DIS Walt Disney	$19,154,580	$1,366,431 ▲	7.7%	182,598	0.2%	Communication Services

Showing largest 100 holdings. View all holdings.

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Atria Investments, Inc Top Holdings and 13F Report (2026)

About Atria Investments, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Atria Investments, Inc Top Holdings and 13F Report (2026)

About Atria Investments, Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAtria Investments, Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools