Institutions / Atria Investments, Inc

Atria Investments, Inc

CIK 1535865 · Institution · as of Dec 31, 2025
Portfolio value
$8.80B
Positions
2,018
As of
Dec 31, 2025

Top holdings

Dec 31, 2025View all 2,018 →
CompanyClassValueShares% of portfolio
Microsoft Corp$197.51M408,3972.2%
NVIDIA Corp$183.12M981,8612.1%
iShares Tr$172.18M251,3812.0%
Vanguard Index Fds$117.24M186,9401.3%
Amazon.com Inc$114.51M496,1161.3%
Apple Inc.$109.40M402,4111.2%
iShares Inc$94.42M1,404,6701.1%
Invesco Qqq Tr$93.16M151,6471.1%
SPDR S&P 500 ETF Tr$92.71M135,9561.1%
Broadcom Inc.$92.37M266,8921.0%
Alphabet Inc.$90.00M287,5281.0%
SPDR Gold Tr$84.85M214,0921.0%
Meta Platforms Inc$84.71M128,3371.0%
Vanguard Tax-Managed Fds$77.60M1,242,1680.9%
Vanguard Index Fds$75.75M155,2700.9%
Vanguard Index Fds$74.03M387,5990.8%
BlackRock ETF Trust - iShares International Country Rotation Active ETF$71.89M1,182,2270.8%
JPMorgan Chase & Co$69.29M215,0460.8%
iShares Tr$68.73M324,0820.8%
Alphabet Inc.$68.24M217,4760.8%
iShares Tr$63.41M514,4440.7%
Visa Inc$57.21M163,1140.7%
SPDR Dow Jones Indl Average$55.36M115,2020.6%
iShares Tr$51.95M151,4790.6%
iShares Tr$51.67M577,5530.6%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.