13F Insight
DOSSIER · 13F-HR · Q2 2025

Atria Wealth Solutions, Inc.

$4.4B in tracked AUM across 2,098 positions as of Q2 2025.

AW
CIK 0001927543 · last filed Jun 30, 2025
Total AUM
$4.4B
as of Q2 2025
Holdings
2,098
—
positions
Whale Score
33
33
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2025

Atria Wealth Solutions, Inc. filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$4.4B▼ 46.8%
2,098 positionsLocked2025Q1Mar 31
$8.3B▼ 9.1%
4,132 positionsLocked2024Q4Dec 31
$9.1B▼ 0.9%
4,592 positionsLocked2024Q3Sep 30
$9.2B▲ 1.9%
4,393 positionsLocked2024Q2Jun 30
$9.1B▲ 2.1%
4,402 positionsLocked2024Q1Mar 31
$8.9B▲ 11.0%
4,491 positionsLocked2023Q4Dec 31
$8.0B▲ 11.9%
4,290 positionsLocked2023Q3Sep 30
$7.1B▼ 2.6%
4,023 positionsLocked2023Q2Jun 30
$7.3B▲ 8.4%
3,942 positionsLocked2023Q1Mar 31
$6.8B▲ 7.2%
3,850 positionsLocked2022Q4Dec 31
$6.3B▲ 0.6%
3,738 positionsLocked2022Q3Sep 30
$6.3B▲ 17.6%
3,819 positionsLocked
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