CIK 1535865
Atria Investments, Inc
Institutional 13F holdings & portfolio
Holdings
2,018
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 2,018
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 408K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 982K | $1M+ | SH |
| IVV | ISHARES TR | 251K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 187K | $1M+ | SH |
| AMZN | AMAZON COM INC | 496K | $1M+ | SH |
| AAPL | APPLE INC | 402K | $1M+ | SH |
| IEMG | ISHARES INC | 1.4M | $1M+ | SH |
| QQQ | INVESCO QQQ TR | 152K | $1M+ | SH |
| SPY | SPDR S&P 500 ETF TR | 136K | $1M+ | SH |
| AVGO | BROADCOM INC | 267K | $1M+ | SH |
| GOOGL | ALPHABET INC | 288K | $1M+ | SH |
| GLD | SPDR GOLD TR | 214K | $1M+ | SH |
| META | META PLATFORMS INC | 128K | $1M+ | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 1.2M | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 155K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 388K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 1.2M | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 215K | $1M+ | SH |
| IVE | ISHARES TR | 324K | $1M+ | SH |
| GOOG | ALPHABET INC | 217K | $1M+ | SH |
| IVW | ISHARES TR | 514K | $1M+ | SH |
| V | VISA INC | 163K | $1M+ | SH |
| DIA | SPDR DOW JONES INDL AVERAGE | 115K | $1M+ | SH |
| OEF | ISHARES TR | 151K | $1M+ | SH |
| IEFA | ISHARES TR | 578K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 247K | $1M+ | SH |
| TSLA | TESLA INC | 114K | $1M+ | SH |
| EFV | ISHARES TR | 708K | $1M+ | SH |
| IUSB | ISHARES TR | 1.0M | $1M+ | SH |
| ORCL | ORACLE CORP | 233K | $1M+ | SH |
| LLY | ELI LILLY & CO | 41K | $1M+ | SH |
| EFA | ISHARES TR | 445K | $1M+ | SH |
| KORP | AMERICAN CENTY ETF TR | 905K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 139K | $1M+ | SH |
| MA | MASTERCARD INCORPORATED | 70K | $1M+ | SH |
| ABBV | ABBVIE INC | 169K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 108K | $1M+ | SH |
| NFLX | NETFLIX INC | 370K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 224K | $1M+ | SH |
| QUAL | ISHARES TR | 171K | $1M+ | SH |
| MTUM | ISHARES TR | 135K | $1M+ | SH |
| WMT | WALMART INC | 299K | $1M+ | SH |
| AGG | ISHARES TR | 331K | $1M+ | SH |
| VWO | VANGUARD INTL EQUITY INDEX F | 610K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 270K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 183K | $1M+ | SH |
| THRO | BLACKROCK ETF TRUST | 706K | $1M+ | SH |
| IWF | ISHARES TR | 57K | $1M+ | SH |
| BAI | BLACKROCK ETF TRUST | 799K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 279K | $1M+ | SH |