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Filers›Asset Manager›Atria Wealth Solutions, Inc.
DOSSIER · 13F-HR · Q2 2025

Atria Wealth Solutions, Inc.

Atria Wealth Solutions's asset manager based in New York, NY — $4.4B in tracked AUM across 2,098 positions as of Q2 2025.

AW
Atria Wealth Solutions·New York, NY·Asset Manager
CIK 0001927543 · last filed Jun 30, 2025
Total AUM
$4.4B
▼ 16.0%
vs prior
Holdings
2,098
—
positions
Whale Score
37
37
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q2 2025 · 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
01
IVV
ISHARES TR
$122M196K2.8%
02
NVDA
NVIDIA CORPORATION
$87M550K2.0%
03
4.609e+10
INVESCO QQQ TR
$85M153K1.9%
04
AAPL
APPLE INC
$73M353K1.7%
05
MSFT
MICROSOFT CORP
$70M140K1.6%
06
SPY
SPDR S&P 500 ETF TR
$59M95K1.3%
07
QUAL
ISHARES TR
$58M316K1.3%
08
VOO
VANGUARD INDEX FDS
$54M94K1.2%
09
IUSB
ISHARES TR
$51M1.1M1.1%
10
AMZN
AMAZON COM INC
$49M223K1.1%

Filing history

Filing history loading…
AI Agent · grounded in Atria
haiku-4-5 · 2,098 positions indexed
Sector mix
  • Tech8%
  • Financials4%
  • Health Care24%
  • Cons. Disc.37%
  • Industrials13%
  • Other14%
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