Atria Investments, Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$8.94B
Q ending 2026-03-31
Prior quarter
$8.80B
Q ending 2025-12-31
Change
+1.6% QoQ · +14.6% YoY
Positions
2,028
reported holdings
Largest positions
Top 100 of 2,028 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $168.4M | 966K |
| Ishares Tr | IVV | Shares | $161.1M | 247K |
| Vanguard Index Fds | VOO | Shares | $153.9M | 258K |
| Microsoft Corp | MSFT | Shares | $140.3M | 379K |
| Spdr Gold Tr | GLD | Shares | $115.4M | 268K |
| Spdr Series Trust | BIL | Shares | $115.1M | 1.3M |
| Apple Inc | AAPL | Shares | $107.5M | 424K |
| Amazon Com Inc | AMZN | Shares | $92.4M | 444K |
| Vanguard Scottsdale Fds | VGIT | Shares | $89.0M | 1.5M |
| Ishares Inc | IEMG | Shares | $89.0M | 1.3M |
| Invesco Qqq Tr | QQQ | Shares | $86.5M | 150K |
| Pimco Etf Tr | MINT | Shares | $85.8M | 853K |
| Alphabet Inc | GOOGL | Shares | $83.1M | 289K |
| Vanguard Index Fds | VUG | Shares | $82.4M | 189K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $77.0M | 118K |
| Broadcom Inc | AVGO | Shares | $76.1M | 246K |
| Vanguard Index Fds | VTV | Shares | $74.9M | 382K |
| Meta Platforms Inc | META | Shares | $74.4M | 130K |
| Vanguard Tax-Managed Fds | VEA | Shares | $66.7M | 1.0M |
| Ishares Tr | IVW | Shares | $66.1M | 584K |
| Ishares Tr | IVE | Shares | $65.4M | 310K |
| Alphabet Inc | GOOG | Shares | $64.2M | 224K |
| Jpmorgan Chase & Co | JPM | Shares | $61.4M | 209K |
| Blackrock Etf Trust | DYNF | Shares | $61.2M | 1.1M |
| Johnson & Johnson | JNJ | Shares | $59.3M | 243K |
| Ishares Tr | EFA | Shares | $58.0M | 598K |
| Vanguard Index Fds | VTI | Shares | $53.9M | 168K |
| State Str Spdr Dow Jones Ind | DIA | Shares | $53.3M | 115K |
| Gmo Etf Trust | QLTY | Shares | $52.4M | 1.4M |
| Ishares Tr | EFV | Shares | $51.7M | 695K |
| Ishares Tr | IEFA | Shares | $50.4M | 556K |
| Chevron Corporation | CVX | Shares | $49.7M | 240K |
| Ishares Tr | IUSB | Shares | $49.5M | 1.1M |
| Ishares Tr | AGG | Shares | $49.1M | 494K |
| American Centy Etf Tr | KORP | Shares | $46.2M | 992K |
| Visa Inc | V | Shares | $44.4M | 147K |
| Tesla Inc | TSLA | Shares | $44.1M | 119K |
| Taiwan Semiconductor Manufac | TSM | Shares | $43.5M | 129K |
| Exxon Mobil Corp | XOM | Shares | $41.0M | 242K |
| Ishares Tr | QUAL | Shares | $37.9M | 198K |
| Goldman Sachs Etf Tr | GBIL | Shares | $36.1M | 360K |
| Ishares Tr | MTUM | Shares | $35.1M | 146K |
| Ishares Tr | LQD | Shares | $34.6M | 318K |
| Eli Lilly & Co | LLY | Shares | $34.4M | 37K |
| Fidelity Covington Trust | FSMD | Shares | $33.9M | 759K |
| Netflix Inc. | NFLX | Shares | $33.3M | 346K |
| Abbvie Inc | ABBV | Shares | $33.1M | 152K |
| First Tr Exchange-Traded Fd | GRID | Shares | $32.4M | 198K |
| Ishares Tr | EFG | Shares | $31.9M | 287K |
| Philip Morris Intl Inc | PM | Shares | $31.4M | 190K |
| Walmart Inc | WMT | Shares | $30.7M | 247K |
| Oracle Corp | ORCL | Shares | $29.6M | 201K |
| Blackrock Etf Trust | BAI | Shares | $29.3M | 890K |
| Blackrock Etf Trust | THRO | Shares | $28.0M | 774K |
| Mastercard Incorporated | MA | Shares | $27.0M | 54K |
| Vanguard Intl Equity Index F | VWO | Shares | $26.6M | 493K |
| Vanguard Bd Index Fds | BSV | Shares | $26.4M | 337K |
| Select Sector Spdr Tr | XLK | Shares | $26.3M | 198K |
| Unified Ser Tr | OAIM | Shares | $25.7M | 596K |
| Ishares Tr | GOVT | Shares | $24.3M | 1.1M |
| Coca Cola Co | KO | Shares | $24.0M | 315K |
| Vanguard Charlotte Fds | BNDX | Shares | $23.9M | 497K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $23.9M | 50K |
| Invesco Exchange Traded Fd T | PHO | Shares | $23.7M | 354K |
| Schwab Strategic Tr | SCHF | Shares | $23.6M | 952K |
| Merck & Co Inc | MRK | Shares | $23.4M | 194K |
| Cisco Sys Inc | CSCO | Shares | $23.4M | 301K |
| Vanguard Bd Index Fds | BND | Shares | $23.0M | 313K |
| American Centy Etf Tr | AVUV | Shares | $22.4M | 203K |
| Vanguard Index Fds | VBK | Shares | $21.6M | 71K |
| First Tr Exchange-Traded Fd | FTSM | Shares | $21.4M | 359K |
| Vanguard Index Fds | VBR | Shares | $21.2M | 98K |
| Spdr Series Trust | SPSB | Shares | $21.2M | 704K |
| Blackrock Etf Trust | BLCR | Shares | $20.7M | 504K |
| Wells Fargo & Co | WFC | Shares | $20.3M | 256K |
| Citigroup Inc | C | Shares | $20.1M | 177K |
| Procter & Gamble Co | PG | Shares | $20.0M | 138K |
| Home Depot Inc | HD | Shares | $19.6M | 59K |
| Janus Detroit Str Tr | JAAA | Shares | $19.5M | 387K |
| Blackrock Etf Trust | IDEF | Shares | $19.3M | 590K |
| Spdr Index Shs Fds | SPDW | Shares | $19.1M | 419K |
| Mcdonalds Corp | MCD | Shares | $19.0M | 61K |
| Ishares Tr | IUSG | Shares | $19.0M | 123K |
| Tjx Cos Inc New | TJX | Shares | $19.0M | 119K |
| Analog Devices Inc | ADI | Shares | $18.8M | 59K |
| Ishares Tr | TLH | Shares | $18.7M | 186K |
| Wisdomtree Tr | DGRW | Shares | $18.4M | 209K |
| Putnam Etf Trust | PVAL | Shares | $18.2M | 393K |
| Bank America Corp | BAC | Shares | $18.2M | 374K |
| Ishares Tr | DGRO | Shares | $18.1M | 258K |
| Pimco Etf Tr | BOND | Shares | $18.0M | 195K |
| Ishares Tr | IWF | Shares | $18.0M | 42K |
| Parker-Hannifin Corp | PH | Shares | $17.8M | 20K |
| Ishares Tr | IEF | Shares | $17.8M | 186K |
| Ishares Tr | ISCG | Shares | $17.8M | 324K |
| Ishares Tr | MBB | Shares | $17.4M | 183K |
| J P Morgan Exchange Traded F | JCPB | Shares | $17.3M | 368K |
| Conocophillips | COP | Shares | $17.1M | 129K |
| Asml Hldg Nv | Shares | $16.8M | 13K | |
| Amgen Inc | AMGN | Shares | $16.7M | 48K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.