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 $456.8M across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPMD ($37.8M, 8.28%), SPDW ($31.3M, 6.84%), SPY ($27.9M, 6.10%), SPLG ($26.4M, 5.78%), QQQ ($21.1M, 4.62%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPMD | SPDR SERIES TRUST | $37.8M | 8.28% | 559,902 | Added |
| 2 | SPDW | SPDR INDEX SHS FDS | $31.3M | 6.84% | 620,241 | Added |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $27.9M | 6.10% | 37,332 | Added |
| 4 | SPLG | SPDR SERIES TRUST | $26.4M | 5.78% | 300,403 | Added |
| 5 | QQQ | INVESCO QQQ TR | $21.1M | 4.62% | 28,670 | Added |
| 6 | SPSM | SPDR SERIES TRUST | $20.3M | 4.44% | 351,572 | Added |
| 7 | PWV | INVESCO EXCHANGE TRADED FD T | $18.7M | 4.10% | 246,888 | Added |
| 8 | SPTM | SPDR SERIES TRUST | $16.9M | 3.70% | 186,239 | Added |
| 9 | IEF | ISHARES TR | $14.4M | 3.15% | 152,138 | Trimmed |
| 10 | SGOV | ISHARES TR | $14.0M | 3.07% | 139,178 | Trimmed |
| 11 | CWI | SPDR INDEX SHS FDS | $14.0M | 3.07% | 345,135 | Added |
| 12 | DGRO | ISHARES TR | $13.3M | 2.91% | 175,430 | Added |
| 13 | SPEM | SPDR INDEX SHS FDS | $12.3M | 2.68% | 236,625 | Added |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T | $12.1M | 2.65% | 56,827 | Added |
| 15 | AAPL | APPLE INC | $11.9M | 2.61% | 41,170 | Trimmed |
| 16 | RDVI | FIRST TR EXCHANGE-TRADED FD | $8.4M | 1.83% | 284,512 | Trimmed |
| 17 | AGG | ISHARES TR | $7.7M | 1.68% | 77,621 | Trimmed |
| 18 | QYLD | GLOBAL X FDS | $6.6M | 1.45% | 360,005 | Trimmed |
| 19 | KNG | FIRST TR EXCHANGE-TRADED FD | $5.9M | 1.28% | 116,194 | Trimmed |
| 20 | QQQM | INVESCO EXCH TRADED FD TR II | $5.8M | 1.28% | 19,270 | Added |
| 21 | AMGN | AMGEN INC | $5.2M | 1.14% | 14,329 | Added |
| 22 | DFAC | DIMENSIONAL ETF TRUST | $5.1M | 1.12% | 115,418 | Trimmed |
| 23 | OBND | SSGA ACTIVE TR | $5.0M | 1.09% | 193,193 | Added |
| 24 | XT | ISHARES TR | $4.3M | 0.93% | 51,659 | Added |
| 25 | TLT | ISHARES TR | $4.1M | 0.91% | 47,846 | Added |
Source: SEC Form 13F filings · as of 2026-06-30