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.
Atria Investments, Inc (CIK 1535865) reported $8.94B across 2,014 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($168.4M, 1.88%), IVV ($161.1M, 1.80%), VOO ($153.9M, 1.72%), MSFT ($140.3M, 1.57%), BIL ($115.1M, 1.29%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $168.4M | 1.88% | 965,738 | Trimmed |
| 2 | IVV | ISHARES TR | $161.1M | 1.80% | 246,696 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $153.9M | 1.72% | 257,515 | Added |
| 4 | MSFT | MICROSOFT CORP | $140.3M | 1.57% | 378,958 | Trimmed |
| 5 | BIL | SPDR SERIES TRUST | $115.1M | 1.29% | 1.3M | Added |
| 6 | GLD | SPDR GOLD TR | $115.4M | 1.29% | 268,197 | Added |
| 7 | AAPL | APPLE INC | $107.5M | 1.20% | 423,596 | Added |
| 8 | AMZN | AMAZON COM INC | $92.4M | 1.03% | 443,540 | Trimmed |
| 9 | VGIT | VANGUARD SCOTTSDALE FDS | $89.0M | 1.00% | 1.5M | Added |
| 10 | IEMG | ISHARES INC | $89.0M | 1.00% | 1.3M | Trimmed |
| 11 | QQQ | INVESCO QQQ TR | $86.5M | 0.97% | 149,884 | Trimmed |
| 12 | MINT | PIMCO ETF TR | $85.8M | 0.96% | 852,861 | Added |
| 13 | GOOGL | ALPHABET INC | $83.1M | 0.93% | 288,814 | Added |
| 14 | VUG | VANGUARD INDEX FDS | $82.4M | 0.92% | 188,629 | Added |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $77.0M | 0.86% | 118,413 | Trimmed |
| 16 | AVGO | BROADCOM INC | $76.1M | 0.85% | 245,852 | Trimmed |
| 17 | VTV | VANGUARD INDEX FDS | $74.9M | 0.84% | 381,531 | Trimmed |
| 18 | META | META PLATFORMS INC | $74.4M | 0.83% | 129,961 | Added |
| 19 | VEA | VANGUARD TAX-MANAGED FDS | $66.7M | 0.75% | 1.0M | Trimmed |
| 20 | IVW | ISHARES TR | $66.1M | 0.74% | 584,236 | Added |
| 21 | IVE | ISHARES TR | $65.4M | 0.73% | 309,598 | Trimmed |
| 22 | GOOG | ALPHABET INC | $64.2M | 0.72% | 223,944 | Added |
| 23 | JPM | JPMORGAN CHASE & CO | $61.4M | 0.69% | 208,695 | Trimmed |
| 24 | DYNF | BLACKROCK ETF TRUST | $61.2M | 0.68% | 1.1M | Trimmed |
| 25 | JNJ | JOHNSON & JOHNSON | $59.3M | 0.66% | 242,714 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31