Q2 2026 13F · SEC CIK 1814234

Atlas Private Wealth Advisors

Wealth managerFiled 2026-07-28 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $456.8M
Reported positions: 139
Top holdings a year, 3 yrs: +12.7%
Assets under management: $859.8M

Atlas Private Wealth Advisors is a wealth manager that reported 139 positions worth $456.8M in its Q2 2026 13F, filed 2026-07-28. Its largest holdings were Spdr Series Trust (SPMD, 8.3%), SPDR Portfolio Developed World (SPDW, 6.8%), Spdr S&p 500 ETF Tr (SPY, 6.1%). A portfolio copying its top holdings returned 12.7% a year over the last 3 years, against 20.4% for the S&P 500.

Atlas Private Wealth Advisors holdings largest 50 of 139 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Atlas Private Wealth Advisors 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPMDSpdr Series Trust	8.3%	7.7%	559,902	+1.8%	$37.8M
SPDWSPDR Portfolio Developed World	6.8%	6.3%	620,241	+5.0%	$31.3M
SPYSpdr S&p 500 ETF Tr	6.1%	5.5%	37,332	+3.3%	$27.9M
SPLGSpdr Series Trust	5.8%	5.2%	300,403	+4.2%	$26.4M
QQQInvesco Qqq Tr	4.6%	3.9%	28,670	+0.3%	$21.1M
SPSMSpdr Series Trust	4.4%	4.0%	351,572	+0.5%	$20.3M
PWVInvesco Exchange Traded Fd T	4.1%	3.9%	246,888	+3.1%	$18.7M
SPTMSpdr Series Trust	3.7%	3.1%	186,239	+11.7%	$16.9M
IEFiShs 7-10 ys Tsy	3.1%	4.1%	152,138	-16.6%	$14.4M
CWISpdr Index Shs Fds	3.1%	2.8%	345,135	+7.5%	$14.0M
SGOViShares 0-3 Month Treasury Bon	3.1%	4.7%	139,178	-29.1%	$14.0M
DGROIshares Core Dividend Growth ETF	2.9%	2.8%	175,430	+3.8%	$13.3M
SPEMState Street Spdr Portfolio Emerging Mar	2.7%	2.5%	236,625	+5.6%	$12.3M
RSPInvesco S&p 500 Equal Weight ETF	2.6%	2.5%	56,827	+2.2%	$12.1M
AAPLApple Inc	2.6%	2.5%	41,170	-3.4%	$11.9M
RDVIFirst Trust	1.8%	2.3%	284,512	-26.1%	$8.4M
AGGIshares Tr	1.7%	1.9%	77,621	-6.1%	$7.7M
QYLDGlobal X Fds	1.5%	1.7%	360,005	-13.4%	$6.6M
KNGFirst Tr Exchange-Traded Fd	1.3%	1.7%	116,194	-21.5%	$5.9M
QQQMInvesco Nasdaq 100 ETF	1.3%	1.1%	19,270	+1.9%	$5.8M
AMGNAmgen Inc Com	1.1%	—	14,329	—	$5.2M
DFACDimensional U.s. Core Equity 2	1.1%	1.1%	115,418	-0.5%	$5.1M
OBNDSsga Active Tr	1.1%	1.1%	193,193	+5.5%	$5.0M
XTIShares Exponential Technologi	0.9%	0.7%	51,659	+16.8%	$4.3M
TLTIshares 20 Year Treasury Bond ETF	0.9%	1.0%	47,846	+2.3%	$4.1M
MUJBlackrock Munihldgs Nj Qlty	0.7%	0.5%	267,579	+52.0%	$3.3M
ROBTFirst Tr Exchange Traded Fd	0.7%	0.5%	58,496	+18.5%	$3.3M
PLTRPalantir Technologies Inclass Class A	0.7%	0.9%	26,977	-0.6%	$3.1M
COWGPacer US Large Cap Cash Cows Growth Lead	0.7%	0.6%	77,097	+11.4%	$3.1M
GOOGAlphabet Inc	0.6%	0.6%	8,386	-2.7%	$3.0M
DIAState Street Spdr Dow Jones Industrial A	0.6%	0.7%	5,556	-18.5%	$2.9M
HDVIshares Tr	0.6%	0.6%	99,878	+392.4%	$2.7M
SPHYSpdr Series Trust	0.6%	2.3%	116,453	-72.4%	$2.7M
FMHIFirst Tr Exch Traded Fd III	0.6%	0.7%	56,091	-9.4%	$2.7M
MSFTMicrosoft Corp	0.5%	0.6%	6,384	-0.7%	$2.4M
PFMInvesco Exchange Traded Fd T	0.5%	0.5%	41,162	-4.0%	$2.3M
AMZNAmazon Com Inc Com	0.5%	0.5%	9,517	-0.8%	$2.3M
XLKState Street Technology Select Sector Sp	0.5%	0.4%	11,153	-4.5%	$2.1M
BUFDFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	70,452	-7.7%	$2.1M
BUFZFirst Tr Exchng Traded Fd Vi	0.5%	0.5%	74,601	-1.6%	$2.1M
HIMUBlackrock ETF Trust II	0.4%	0.5%	40,869	-4.9%	$2.0M
YEARAB Active Etfs Inc	0.4%	0.6%	40,077	-20.9%	$2.0M
NCANuveen California Muni Vlu F	0.4%	0.3%	210,292	+40.3%	$2.0M
TSLATesla Inc Com	0.4%	0.4%	4,548	-9.4%	$1.9M
JAAAJanus Detroit Str Tr	0.4%	2.0%	34,988	-79.3%	$1.8M
CALIBlackrock ETF Trust II	0.4%	—	33,089	—	$1.7M
ARKKArk Innovation ETF	0.4%	0.3%	20,485	-0.4%	$1.7M
FMBFirst Tr Exch Traded Fd III	0.4%	0.4%	31,365	-6.0%	$1.6M
QQEWFirst Tr Exchange-Traded Fd	0.4%	0.4%	10,092	-18.3%	$1.6M
INTCIntel Corp	0.3%	—	10,953	—	$1.5M

What Atlas Private Wealth Advisors bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.3% /yr; S&P 500 +20.1%
3 years: +12.7% /yr; S&P 500 +20.4%
5 years: +5.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$456.8M	139
Q1 2026	$424.8M	132
Q4 2025	$428.0M	134
Q3 2025	$408.2M	135
Q2 2025	$777.1M	193
Q1 2025	$717.4M	184
Q4 2024	$705.2M	170
Q3 2024	$689.9M	153
Q2 2024	$615.3M	154
Q1 2024	$299.3M	110
Q4 2023	$537.9M	162
Q3 2023	$529.0M	181

Questions about Atlas Private Wealth Advisors's portfolio

What stocks does Atlas Private Wealth Advisors own?

Atlas Private Wealth Advisors's latest 13F, for Q2 2026 and filed Jul 28, 2026, lists 139 positions worth $456.8M. The largest are Spdr Series Trust (SPMD) at 8.3%, SPDR Portfolio Developed World (SPDW) at 6.8%, Spdr S&p 500 ETF Tr (SPY) at 6.1%, Spdr Series Trust (SPLG) at 5.8% and Invesco Qqq Tr (QQQ) at 4.6%.

What did Atlas Private Wealth Advisors buy last quarter?

In Q2 2026, Atlas Private Wealth Advisors added Ishares Tr (HDV) (+392.4% shares), Blackrock Munihldgs Nj Qlty (MUJ) (+52.0% shares) and Nuveen California Muni Vlu F (NCA) (+40.3% shares), compared with its Q1 2026 filing.

What did Atlas Private Wealth Advisors sell last quarter?

In Q2 2026, Atlas Private Wealth Advisors cut from its top 50 Ishares Tr (PFF), cut from its top 50 Dimensional World Ex U.s. Core (DFAX), cut from its top 50 Nvidia Corporation Com (NVDA), Janus Detroit Str Tr (JAAA) (-79.3% shares), Spdr Series Trust (SPHY) (-72.4% shares) and iShares 0-3 Month Treasury Bon (SGOV) (-29.1% shares), compared with its Q1 2026 filing.

How has Atlas Private Wealth Advisors's portfolio performed?

A portfolio copying Atlas Private Wealth Advisors's 20 largest 13F holdings each quarter, from the day each filing was public, returned +12.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +17.3% against +20.1%. Over 5 years: +5.9% a year against +11.6%.

When is Atlas Private Wealth Advisors's next 13F filing due?

13F filings are due 45 days after each quarter ends. Atlas Private Wealth Advisors's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Atlas Private Wealth Advisors manage?

Atlas Private Wealth Advisors reported $859.8M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $456.8M.