DOSSIER · 13F-HR · Q4 2025

Atlas Private Wealth Advisors

$428M in tracked AUM across 134 positions as of Q4 2025.

AP
CIK 0001814234 · last filed Dec 31, 2025
Total AUM
$428M
as of Q4 2025
Holdings
134
positions
Whale Score
49
49
tracked
Activity
no data
changes this Q
AI Analysis · Q4 2025

Atlas Private Wealth Advisors filed its latest 13F-HR for Q4 2025. See the latest holdings and position changes below.

Quarter at a glance — Q4 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q4 2025.

#HoldingValueSharesWeight
01
SPMD
SPDR SERIES TRUST
$32M550K7.4%
02
SPDW
SPDR INDEX SHS FDS
$26M593K6.2%
03
SPY
SPDR S&P 500 ETF TR
$23M34K5.4%
04
SPYM
SPDR SERIES TRUST
$21M263K4.9%
05
SGOV
ISHARES TR
$18M183K4.3%
06
IEF
ISHARES TR
$17M178K4.0%
07
SPSM
SPDR SERIES TRUST
$17M356K3.9%
08
04609E107
INVESCO QQQ TR
$17M27K3.9%
09
PWV
INVESCO EXCHANGE TRADED FD T
$16M233K3.6%
10
RDVI
FIRST TR EXCHANGE-TRADED FD
$12M463K2.8%

Filing history

2025Q4Dec 31
$428M 38.6%
134 positionsView →
2025Q3Sep 30
$309M 60.3%
90 positionsView →
2025Q2Jun 30
$777M 8.3%
193 positionsLocked
2025Q1Mar 31
$717M 1.7%
184 positionsLocked
2024Q4Dec 31
$705M 2.2%
170 positionsLocked
2024Q3Sep 30
$690M 12.1%
153 positionsLocked
2024Q2Jun 30
$615M 105.6%
154 positionsLocked
2024Q1Mar 31
$299M 44.4%
110 positionsLocked
2023Q4Dec 31
$538M 1.7%
162 positionsLocked
2023Q3Sep 30
$529M 7.1%
181 positionsLocked
2023Q2Jun 30
$494M 128.2%
182 positionsLocked
2023Q1Mar 31
$216M 15.3%
130 positionsLocked
Showing 12 of 23