Atria Wealth Solutions, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Atria Wealth Solutions, Inc. 13F Holdings
CIK 0001927543 · NEW YORK, NY
As of Jun 30, 2025, Atria Wealth Solutions, Inc. reported
2,098 positions worth $2.5B in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 196,325 |
|
22.0M4.87% |
| NVIDIA CORP | NVDA | Technology | 549,711 | $87.0M | 3.48% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 153,194 | $84.6M | 3.38% |
| APPLE INC | AAPL | Technology | 346,234 | $72.0M | 2.88% |
| MICROSOFT CORP | MSFT | Technology | 139,747 | $69.6M | 2.78% |
| SPDR S&P 500 ETF TRUST | SPY | — | 94,897 | $58.8M | 2.35% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 315,547 | $57.7M | 2.31% |
| VANGUARD 500 INDEX FUND | VOO | — | 94,258 | $53.8M | 2.15% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 1,095,353 | $50.6M | 2.02% |
| AMAZON.COM INC | AMZN | Equity | 223,202 | $49.2M | 1.97% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 124,227 | $38.0M | 1.52% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 332,486 | $36.6M | 1.46% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 172,024 | $35.4M | 1.41% |
| CAPITAL GROUP DIVIDEND VALUE ETF | CGDV | — | 877,929 | $34.9M | 1.40% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 68,172 | $33.1M | 1.32% |
| META PLATFORMS INC | META | Communication Services | 44,398 | $32.6M | 1.30% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 433,901 | $31.8M | 1.27% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 509,311 | $29.1M | 1.16% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 507,452 | $28.9M | 1.15% |
| INVESCO ULTRA SHORT DURATION ETF | GSY | — | 564,262 | $28.3M | 1.13% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 63,486 | $27.9M | 1.11% |
| FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | RDVY | — | 432,090 | $27.2M | 1.09% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 131,284 | $25.7M | 1.03% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 333,297 | $24.2M | 0.97% |
| PACER US CASH COWS 100 ETF | COWZ | — | 435,185 | $24.0M | 0.96% |