Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Atlas Private Wealth Advisors (CIK 1814234) reported $424.8M across 132 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPMD ($32.6M, 7.67%), SPDW ($27.0M, 6.35%), SPY ($23.5M, 5.53%), SPLG ($22.1M, 5.19%), SGOV ($19.8M, 4.65%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPMD | SPDR SERIES TRUST | $32.6M | 7.67% | 550,238 | Trimmed |
| 2 | SPDW | SPDR INDEX SHS FDS | $27.0M | 6.35% | 590,506 | Trimmed |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $23.5M | 5.53% | 36,142 | Added |
| 4 | SPLG | SPDR SERIES TRUST | $22.1M | 5.19% | 288,242 | Added |
| 5 | SGOV | ISHARES TR | $19.8M | 4.65% | 196,279 | Added |
| 6 | IEF | ISHARES TR | $17.4M | 4.10% | 182,434 | Added |
| 7 | SPSM | SPDR SERIES TRUST | $16.9M | 3.98% | 349,866 | Trimmed |
| 8 | PWV | INVESCO EXCHANGE TRADED FD T | $16.7M | 3.93% | 239,544 | Added |
| 9 | QQQ | INVESCO QQQ TR | $16.5M | 3.88% | 28,584 | Added |
| 10 | SPTM | SPDR SERIES TRUST | $13.2M | 3.10% | 166,770 | Added |
| 11 | DGRO | ISHARES TR | $11.9M | 2.79% | 168,934 | Added |
| 12 | CWI | SPDR INDEX SHS FDS | $11.7M | 2.77% | 321,018 | Added |
| 13 | AAPL | APPLE INC | $10.8M | 2.55% | 42,602 | Trimmed |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $10.7M | 2.51% | 55,582 | Trimmed |
| 15 | SPEM | SPDR INDEX SHS FDS | $10.5M | 2.47% | 223,980 | Added |
| 16 | RDVI | FIRST TR EXCHANGE-TRADED FD | $9.8M | 2.31% | 384,854 | Trimmed |
| 17 | SPHY | SPDR SERIES TRUST | $9.8M | 2.31% | 421,456 | Trimmed |
| 18 | JAAA | JANUS DETROIT STR TR | $8.5M | 2.00% | 168,721 | Added |
| 19 | AGG | ISHARES TR | $8.2M | 1.93% | 82,635 | Trimmed |
| 20 | KNG | FIRST TR EXCHANGE-TRADED FD | $7.2M | 1.70% | 148,024 | Trimmed |
| 21 | QYLD | GLOBAL X FDS | $7.1M | 1.68% | 415,818 | Trimmed |
| 22 | OBND | SSGA ACTIVE TR | $4.7M | 1.10% | 183,086 | Added |
| 23 | QQQM | INVESCO EXCH TRADED FD TR II | $4.5M | 1.06% | 18,913 | Added |
| 24 | DFAC | DIMENSIONAL ETF TRUST | $4.5M | 1.06% | 116,054 | Trimmed |
| 25 | TLT | ISHARES TR | $4.1M | 0.95% | 46,760 | Added |
Source: SEC Form 13F filings · as of 2026-03-31