Atria Investments, Inc

Institutional manager (13F) · CIK 1535865

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $3.4B

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$168M	965,738
2	ISHARES TR	$161M	246,696
3	VANGUARD INDEX FDS	$154M	257,515
4	MICROSOFT CORP	$140M	378,958
5	SPDR GOLD TR	$115M	268,197
6	SPDR SERIES TRUST	$115M	1,256,192
7	APPLE INC	$108M	423,596
8	AMAZON COM INC	$92M	443,540
9	VANGUARD SCOTTSDALE FDS	$89M	1,495,302
10	ISHARES INC	$89M	1,276,274
11	INVESCO QQQ TR	$87M	149,884
12	PIMCO ETF TR	$86M	852,861
13	ALPHABET INC	$83M	288,814
14	VANGUARD INDEX FDS	$82M	188,629
15	STATE STR SPDR S&P 500 ETF T	$77M	118,413
16	BROADCOM INC	$76M	245,852
17	VANGUARD INDEX FDS	$75M	381,531
18	META PLATFORMS INC	$74M	129,961
19	VANGUARD TAX-MANAGED FDS	$67M	1,040,629
20	ISHARES TR	$66M	584,236
21	ISHARES TR	$65M	309,598
22	ALPHABET INC	$64M	223,944
23	JPMORGAN CHASE & CO	$61M	208,695
24	BLACKROCK ETF TRUST	$61M	1,051,939
25	JOHNSON & JOHNSON	$59M	242,714
26	ISHARES TR	$58M	597,557
27	VANGUARD INDEX FDS	$54M	167,879
28	STATE STR SPDR DOW JONES IND	$53M	114,976
29	GMO ETF TRUST	$52M	1,448,617
30	ISHARES TR	$52M	695,201
31	ISHARES TR	$50M	556,362
32	CHEVRON CORPORATION	$50M	240,234
33	ISHARES TR	$50M	1,072,619
34	ISHARES TR	$49M	494,480
35	AMERICAN CENTY ETF TR	$46M	991,752
36	VISA INC	$44M	146,800
37	TESLA INC	$44M	118,578
38	TAIWAN SEMICONDUCTOR MANUFAC	$43M	128,594
39	EXXON MOBIL CORP	$41M	241,578
40	ISHARES TR	$38M	197,593
41	GOLDMAN SACHS ETF TR	$36M	360,083
42	ISHARES TR	$35M	146,280
43	ISHARES TR	$35M	317,778
44	ELI LILLY & CO	$34M	37,389
45	FIDELITY COVINGTON TRUST	$34M	758,543
46	NETFLIX INC.	$33M	346,108
47	ABBVIE INC	$33M	152,287
48	FIRST TR EXCHANGE-TRADED FD	$32M	197,827
49	ISHARES TR	$32M	286,592
50	PHILIP MORRIS INTL INC	$31M	189,984

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.