DOSSIER · 13F-HR · Q1 2026

Atria Investments, Inc

Atria Investments's hedge fund based in Boston, MA — $8.9B in tracked AUM across 2,028 positions as of Q1 2026.

AI

Atria Investments·Boston, MA·Hedge Fund

CIK 0001535865 · last filed Mar 31, 2026

Total AUM

$8.9B

▲ 12.2%

vs prior

Holdings

2,028

—

positions

Whale Score

53

53

tracked

Activity

—

no data

changes this Q

Top sector

Tech

8% weight

concentration

AI Analysis · Q1 2026 · Q1 2026

Atria Investments, Inc reported $8.9B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in NVDA, IVV, VOO. Notable moves this quarter: VOO INCREASED (+$36.6M); GLD INCREASED (+$30.6M). 10 new positions initiated, 10 closed out, reflecting 60 total changes from the prior quarter.

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

NVIDIA CORPORATION

$168M966K1.9%

02

ISHARES TR

$161M247K1.8%

03

VANGUARD INDEX FDS

$154M258K1.7%

04

MICROSOFT CORP

$140M379K1.6%

05

SPDR GOLD TR

$115M268K1.3%

06

SPDR SERIES TRUST

$115M1.3M1.3%

07

APPLE INC

$108M424K1.2%

08

AMAZON COM INC

$92M444K1.0%

09

VANGUARD SCOTTSDALE FDS

$89M1.5M1.0%

10

ISHARES INC

$89M1.3M1.0%

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