Institutional Fund
Atria Investments, Inc
Charlotte, NCCIK 15358655 filings on record
Portfolio Value
$8.94B
Q1 2026
Holdings
2,028
Reported positions
New Buys
173
Opened this quarter
QoQ Change
+1.6%
from $8.80B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation1.9%
- Ishares Tr1.8%
- Vanguard Index Fds1.7%
- Microsoft Corp1.6%
- Spdr Gold Tr1.3%
- Spdr Series Trust1.3%
- Other90.4%
Portfolio Holdings
2,028 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 965.7K | $168.42M | 1.9% | −16.1K | Reduced |
| 2 | Ishares Tr | 246.7K | $161.14M | 1.8% | −4.7K | Reduced |
| 3 | Vanguard Index Fds | 257.5K | $153.88M | 1.7% | +70.6K | Added |
| 4 | Microsoft Corp | 379.0K | $140.28M | 1.6% | −29.4K | Reduced |
| 5 | Spdr Gold Tr | 268.2K | $115.40M | 1.3% | +54.1K | Added |
| 6 | Spdr Series Trust | 1.26M | $115.12M | 1.3% | +1.07M | Added |
| 7 | Apple Inc | 423.6K | $107.50M | 1.2% | +21.2K | Added |
| 8 | Amazon Com Inc | 443.5K | $92.38M | 1.0% | −52.6K | Reduced |
| 9 | Vanguard Scottsdale Fds | 1.50M | $89.05M | 1.0% | +1.21M | Added |
| 10 | Ishares Inc | 1.28M | $89.02M | 1.0% | −128.4K | Reduced |
2,018 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio