DOSSIER · 13F-HR · Q3 2026

Atlas Private Wealth Advisors

$462M in tracked AUM across 149 positions as of Q3 2026.

AP
CIK 0001814234 · last filed Sep 30, 2026
Total AUM
$462M
as of Q3 2026
Holdings
149
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Atlas Private Wealth Advisors filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPMD
SPDR SERIES TRUST
$36M568K7.7%
02
SPDW
SPDR INDEX SHS FDS
$32M635K6.9%
03
SPY
STATE STR SPDR S&P 500 ETF T
$29M38K6.3%
04
SPYM
SPDR SERIES TRUST
$28M312K6.1%
05
QQQ
INVESCO QQQ TR
$22M29K4.7%
06
PWV
INVESCO EXCHANGE TRADED FD T
$19M246K4.1%
07
SPSM
SPDR SERIES TRUST
$19M353K4.0%
08
SPTM
SPDR SERIES TRUST
$17M188K3.7%
09
IEF
ISHARES TR
$17M188K3.6%
10
CWI
SPDR INDEX SHS FDS
$15M360K3.1%

Filing history

2026Q3Sep 30
$462M▲ 1.1%
149 positionsView →
2026Q2Jun 30
$457M▲ 6.7%
139 positionsView →
2025Q4Dec 31
$428M▲ 38.6%
134 positionsView →
2025Q3Sep 30
$309M▼ 60.3%
90 positionsLocked
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
Showing 12 of 25