13F filer

Atria Investments

As of Sep 30, 2026 Filed Oct 15, 2026 CIK 1535865 SEC filings ↗

13F Value

$10.27B

Positions

2,136

Top Position

IVV3.2%

Top 5

10.9%

Latest filing changes

vs Jun 30, 2026

1 MSFT Microsoft +25.0%+$44.8M

2 ACWX iShares MSCI ACWI ex U.S. ETF +304.4%+$30.1M

3 AAPL Apple +17.9%+$24.6M

4 NVDA NVIDIA +10.8%+$23.9M

5 CORO Blackrock ETF Trust — Isha in Ctry ETF +69.9%+$20.8M

Holdings2,136

#							Trend (4Q)
1	IVV iShares Core S&P 500 ETF	3.2%	$328.6M	+1.3%	429.0K	3.2%		ETF
2	NVDA NVIDIA	2.4%	$244.9M	+10.8%	1.07M	1.9%		Common Stock
3	MSFT Microsoft	2.2%	$224.1M	+25.0%	437.0K	1.3%		Common Stock
4	AAPL Apple	1.6%	$162.2M	+17.9%	487.0K	1.2%		Common Stock
5	VOO Vanguard 500 Index Fund — ETF Shares	1.6%	$161.2M	-23.8%	230.0K	2.1%		ETF
6	VUG Vanguard Morningstar Growth Index Fund — ETF Shares	1.3%	$130.1M	+4.4%	1.44M	1.2%	—	ETF
7	AMZN Amazon	1.2%	$119.5M	+13.6%	479.5K	1.0%		Common Stock
8	GOOGL Alphabet Class A Filing details 02079K305 Sep 30, 2026 329,683 reported quantity $113,437,371 reported value	1.1%	$113.4M	+15.1%	329.7K	1.0%		Common Stock
9	META Meta Platforms	1.0%	$100.8M	+13.6%	139.1K	0.7%		Common Stock
10	GLD SPDR Gold Tr	0.9%	$93.0M	-22.8%	244.3K	1.2%		Trust
11	AVGO Broadcom	0.9%	$92.4M	+10.5%	263.1K	0.9%		Common Stock
12	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	0.9%	$92.4M	+1.7%	246.8K	0.9%		ETF
13	VGIT Vanguard Intermediate-Term Treasury ETF	0.9%	$90.6M	+1.7%	1.60M	0.9%		ETF
14	VTV Vanguard Morningstar Value Index Fund — ETF Shares	0.9%	$88.1M	-0.1%	407.6K	0.9%		ETF
15	IVW iShares S&P 500 Growth ETF	0.9%	$87.4M	+1.8%	614.3K	0.8%		ETF
16	GOOG Alphabet Class C	0.8%	$86.7M	+6.6%	254.4K	0.8%		Common Stock
17	DYNF iShares U.S. Equity Factor Rotation Active ETF	0.8%	$85.6M	+10.9%	1.24M	0.8%		ETF
18	SPY State Str SPDR S&P 500 ETF T — Tr Unit	0.8%	$80.0M	-38.4%	105.0K	1.3%		ETF
19	VEA Vanguard Developed Markets Index Fund — ETF Shares	0.8%	$79.9M	-0.6%	1.13M	0.8%		ETF
20	BIL State Street(R) SPDR(R) Bloomberg 1-3 Month T-Bill ETF	0.7%	$76.2M	+22.4%	832.0K	0.6%		ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing149

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.