Institutional Fund
Atlas Private Wealth Advisors
Red Bank, NJCIK 18142345 filings on record
Portfolio Value
$424.76M
Q1 2026
Holdings
132
Reported positions
New Buys
8
Opened this quarter
QoQ Change
-0.8%
from $427.97M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust7.7%
- Spdr Index Shs Fds6.3%
- Spdr S&P 500 ETF Tr5.5%
- Spdr Series Trust5.2%
- Ishares Tr4.7%
- Ishares Tr4.1%
- Other66.5%
Portfolio Holdings
132 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 550.2K | $32.59M | 7.7% | −216 | Reduced |
| 2 | Spdr Index Shs Fds | 590.5K | $26.96M | 6.3% | −2.4K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 36.1K | $23.50M | 5.5% | +2.2K | Added |
| 4 | Spdr Series Trust | 288.2K | $22.06M | 5.2% | +25.2K | Added |
| 5 | Ishares Tr | 196.3K | $19.76M | 4.7% | +13.3K | Added |
| 6 | Ishares Tr | 182.4K | $17.41M | 4.1% | +4.6K | Added |
| 7 | Spdr Series Trust | 349.9K | $16.91M | 4.0% | −6.6K | Reduced |
| 8 | Invesco Exchange Traded Fd T | 239.5K | $16.70M | 3.9% | +6.4K | Added |
| 9 | Invesco Qqq Tr | 28.6K | $16.50M | 3.9% | +1.6K | Added |
| 10 | Spdr Series Trust | 166.8K | $13.18M | 3.1% | +21.2K | Added |
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