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Filers›Asset Manager›All Terrain Financial Advisors, LLC
DOSSIER · 13F-HR · Q1 2026

All Terrain Financial Advisors, LLC

All Terrain Financial's asset manager based in Greenwich, CT — $425M in tracked AUM across 150 positions as of Q1 2026.

AT
All Terrain Financial·Greenwich, CT·Asset Manager
CIK 0001731358 · last filed Mar 31, 2026
Total AUM
$425M
▼ 16.7%
vs prior
Holdings
150
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Tech
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

All Terrain Financial Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$62M95K14.5%
02
78462F953
STATE STR SPDR S&P 500 ETF T
$48M73K11.2%
03
IWM
ISHARES TR
$33M133K7.8%
04
LOW
LOWES COS INC
$28M120K6.7%
05
464287955
ISHARES TR
$24M110K5.6%
06
AAPL
APPLE INC
$17M67K4.0%
07
DIA
STATE STR SPDR DOW JONES IND
$15M32K3.4%
08
QQQ
INVESCO QQQ TR
$9M16K2.1%
09
NVDA
NVIDIA CORPORATION
$9M52K2.1%
10
UNP
UNION PAC CORP
$8M31K1.8%

Filing history

Filing history loading…
AI Agent · grounded in All
haiku-4-5 · 150 positions indexed
Sector mix
  • Tech4%
  • Financials16%
  • Health Care8%
  • Communications9%
  • Energy48%
  • Other15%
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