account_balance
Investment manager · 13F filer · SEC CIK 1535865
Atria Investments, Inc
Reported value$9.98Bas of Jun 30, 2026
Positions2,111 263 new, 180 sold out
Top 10 weight15.4%IVV alone is 3%
FiledJul 2828 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
IVViShares Tr
3.2%Added +72%
VOOVanguard Index FDS
2.1%Added +17%
NVDANvidia Corporation
1.9%
MSFTMicrosoft Corp
1.3%Trimmed −8%
SPYState STR SPDR S&P 500 ETF T
1.3%Added +44%
AAPLApple Inc
1.2%Trimmed −2%
VUGVanguard Index FDS
1.2%Added +633%
GLDSPDR Gold Tr
1.2%Added +18%
GOOGLAlphabet Inc
1.0%
AMZNAmazon Com Inc
1.0%Trimmed −5%
VGITVanguard Scottsdale FDS
0.9%Added +5%
AVGOBroadcom Inc
0.9%Trimmed −3%
IVViShares Tr
3.2%Added +72%
VOOVanguard Index FDS
2.1%Added +17%
NVDANvidia Corporation
1.9%
MSFTMicrosoft Corp
1.3%Trimmed −8%
SPYState STR SPDR S&P 500 ETF T
1.3%Added +44%
AAPL1.2%VUG1.2%
GLD1.2%GOOGL1.0%AMZN1.0%VGIT0.9%
AVGO0.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
IVV iShares Tr 3.2% Added +72%
VOO Vanguard Index FDS 2.1% Added +17%
NVDA Nvidia Corporation 1.9% HeldMSFT Microsoft Corp 1.3% Trimmed −8%SPY State STR SPDR S&P 500 ETF T 1.3% Added +44%AAPL Apple Inc 1.2% Trimmed −2%VUG Vanguard Index FDS 1.2% Added +633%
GLD SPDR Gold Tr 1.2% Added +18%GOOGL Alphabet Inc 1.0% HeldAMZN Amazon Com Inc 1.0% Trimmed −5%VGIT Vanguard Scottsdale FDS 0.9% Added +5%
AVGO Broadcom Inc 0.9% Trimmed −3%What changed