CIK 1814234
Atlas Private Wealth Advisors
Institutional 13F holdings & portfolio
Holdings
134
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 134
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| PSK | SPDR SERIES TRUST | 38K | $1M+ | SH |
| FV | FIRST TR EXCHANGE TRADED FD | 18K | $1M+ | SH |
| USMV | ISHARES TR | 11K | $1M+ | SH |
| JNJ | JOHNSON & JOHNSON | 5K | $1M+ | SH |
| NLR | VANECK ETF TRUST | 8K | $1M+ | SH |
| XLF | SELECT SECTOR SPDR TR | 18K | $500K+ | SH |
| DVY | ISHARES TR | 7K | $500K+ | SH |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 35K | $500K+ | SH |
| COST | COSTCO WHSL CORP NEW | 1K | $500K+ | SH |
| DGRW | WISDOMTREE TR | 10K | $500K+ | SH |
| QTUM | ETF SER SOLUTIONS | 8K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| FDL | FIRST TR EXCHANGE-TRADED FD | 18K | $500K+ | SH |
| TT | TRANE TECHNOLOGIES PLC | 2K | $500K+ | SH |
| AMGN | AMGEN INC | 2K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| MDT | MEDTRONIC PLC | 8K | $500K+ | SH |
| NCA | NUVEEN CALIFORNIA MUNI VLU F | 86K | $500K+ | SH |
| QWLD | SPDR INDEX SHS FDS | 5K | $500K+ | SH |
| IVV | ISHARES TR | 968 | $500K+ | SH |
| RDVY | FIRST TR EXCHANGE TRADED FD | 9K | $500K+ | SH |
| MUJ | BLACKROCK MUNIHLDGS NJ QLTY | 52K | $500K+ | SH |
| HD | HOME DEPOT INC | 2K | $500K+ | SH |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 13K | $500K+ | SH |
| IXUS | ISHARES TR | 7K | $500K+ | SH |
| FICO | FAIR ISAAC CORP | 337 | $500K+ | SH |
| CMC | COMMERCIAL METALS CO | 8K | $500K+ | SH |
| IBIT | ISHARES BITCOIN TRUST ETF | 11K | $500K+ | SH |
| CALI | BLACKROCK ETF TRUST II | 11K | $500K+ | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $500K+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2K | $500K+ | SH |
| FFLC | FIDELITY COVINGTON TRUST | 9K | $100K–$500K | SH |
| ARTY | ISHARES TR | 10K | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 936 | $100K–$500K | SH |
| INTC | INTEL CORP | 12K | $100K–$500K | SH |
| ABBV | ABBVIE INC | 2K | $100K–$500K | SH |
| FPX | FIRST TR EXCHANGE-TRADED FD | 3K | $100K–$500K | SH |
| JPEF | J P MORGAN EXCHANGE TRADED F | 6K | $100K–$500K | SH |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 13K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| VGT | VANGUARD WORLD FD | 569 | $100K–$500K | SH |
| IWM | ISHARES TR | 2K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 3K | $100K–$500K | SH |
| V | VISA INC | 1K | $100K–$500K | SH |
| COWZ | PACER FDS TR | 7K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| RYLD | GLOBAL X FDS | 25K | $100K–$500K | SH |
| XMMO | INVESCO EXCHANGE TRADED FD T | 3K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| IYK | ISHARES TR | 5K | $100K–$500K | SH |