What is Atria Investments, Inc's portfolio value?

As of Q4 2025, Atria Investments, Inc manages $8.8B across 2018 reported positions in their SEC 13F filing.

What are Atria Investments, Inc's top holdings?

Atria Investments, Inc's largest 13F positions include MSFT, NVDA, IVV, representing approximately 6.3% of the reported portfolio.

How many stocks does Atria Investments, Inc hold?

Atria Investments, Inc holds 2018 reported positions as of their Q4 2025 13F filing.

When did Atria Investments, Inc last file a 13F?

The most recent 13F filing from Atria Investments, Inc reports positions as of Q4 2025. 13F filings are required within 45 days of each calendar quarter end.

Atria Investments, Inc

CIK: 0001535865SEC EDGAR →

Portfolio Value

$8.8B

Holdings

2,018

As of

Q4 2025

New Positions

192

Closed Positions

172

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	MSFT MICROSOFT CORP	408,397	$197.0M	2.24%
2	NVDA NVIDIA CORPORATION	981,861	$183.0M	2.08%
3	IVV ISHARES TR	251,381	$172.0M	1.95%
4	VOO VANGUARD INDEX FDS	186,940	$117.0M	1.33%
5	AMZN AMAZON COM INC	496,116	$114.0M	1.30%
6	AAPL APPLE INC	402,411	$109.0M	1.24%
7	IEMG ISHARES INC	1,404,670	$94.0M	1.07%
8	NDQ INVESCO QQQ TR	151,647	$93.0M	1.06%
9	AVGO BROADCOM INC	266,892	$92.0M	1.05%
10	SPY SPDR S&P 500 ETF TR	135,956	$92.0M	1.05%

Quarterly Changes

Top Buys

IVV↑ Increased

$171.9M

VOO↑ Increased

$116.9M

NDQ↑ Increased

$92.9M

SPY↑ Increased

$91.9M

LLY↑ Increased

$43.0M

Top Sells

MSFT↓ Decreased

$196.8M

META↓ Decreased

$83.9M

MA↓ Decreased

$40.0M

ORCL↓ Decreased

$26.2M

BRK/B↓ Decreased

$23.0M

New Positions (149)

$11.0M · 239K shares

$7.0M · 186K shares

$7.0M · 157K shares

$6.0M · 165K shares

$6.0M · 102K shares

$5.0M · 80K shares

$3.0M · 46K shares

$2.0M · 119K shares

$2.0M · 139K shares

$2.0M · 28K shares

$2.0M · 31K shares

$2.0M · 22K shares

$1.0M · 38K shares

$1.0M · 26K shares

$1.0M · 21K shares

$1.0M · 31K shares

$1.0M · 9K shares

$1.0M · 59K shares

$1.0M · 40K shares

$1.0M · 77K shares

$1.0M · 26K shares

$1.0M · 45K shares

$1.0M · 15K shares

$1.0M · 67K shares

$1.0M · 38K shares

$1.0M · 11K shares

$1.0M · 55K shares

$1.0M · 63K shares

$1.0M · 28K shares

$1.0M · 38K shares

$1.0M · 12K shares

$0 · 6K shares

$0 · 7K shares

$0 · 25K shares

$0 · 39K shares

$0 · 3K shares

$0 · 1K shares

$0 · 15K shares

$0 · 13K shares

$0 · 20K shares

$0 · 11K shares

$0 · 6K shares

$0 · 3K shares

$0 · 8K shares

$0 · 6K shares

$0 · 3K shares

$0 · 7K shares

CWAN

$0 · 10K shares

OPPE

$0 · 7K shares

$0 · 24K shares

$0 · 15K shares

$0 · 7K shares

$0 · 3K shares

$0 · 7K shares

$0 · 26K shares

$0 · 10K shares

$0 · 12K shares

$0 · 9K shares

$0 · 3K shares

$0 · 45K shares

$0 · 10K shares

$0 · 2K shares

$0 · 20K shares

$0 · 16K shares

$0 · 5K shares

$0 · 2K shares

$0 · 36K shares

$0 · 7K shares

$0 · 12K shares

$0 · 12K shares

$0 · 4K shares

$0 · 11K shares

$0 · 6K shares

$0 · 17K shares

$0 · 7K shares

$0 · 983 shares

$0 · 5K shares

$0 · 7K shares

$0 · 25K shares

$0 · 4K shares

$0 · 7K shares

$0 · 10K shares

$0 · 15K shares

$0 · 10K shares

$0 · 18K shares

$0 · 10K shares

$0 · 9K shares

$0 · 7K shares

$0 · 17K shares

$0 · 11K shares

$0 · 4K shares

$0 · 8K shares

$0 · 5K shares

$0 · 1K shares

$0 · 6K shares

$0 · 5K shares

$0 · 9K shares

$0 · 12K shares

$0 · 8K shares

$0 · 36K shares

$0 · 1K shares

$0 · 762 shares

$0 · 10K shares

$0 · 2K shares

$0 · 3K shares

$0 · 10K shares

$0 · 5K shares

$0 · 1K shares

$0 · 15K shares

$0 · 11K shares

$0 · 2K shares

$0 · 4K shares

$0 · 23K shares

$0 · 5K shares

$0 · 10K shares

$0 · 3K shares

$0 · 37K shares

$0 · 2K shares

$0 · 18K shares

$0 · 3K shares

$0 · 13K shares

$0 · 6K shares

$0 · 1K shares

$0 · 10K shares

$0 · 6K shares

$0 · 5K shares

$0 · 13K shares

$0 · 3K shares

$0 · 2K shares

$0 · 6K shares

$0 · 11K shares

$0 · 2K shares

$0 · 9K shares

$0 · 12K shares

$0 · 12K shares

$0 · 2K shares

$0 · 16K shares

$0 · 5K shares

$0 · 11K shares

$0 · 4K shares

$0 · 10K shares

$0 · 19K shares

$0 · 8K shares

$0 · 14K shares

$0 · 9K shares

$0 · 13K shares

$0 · 12K shares

$0 · 4K shares

$0 · 9K shares

Closed Positions (134)

$6.2M · 112K shares

$6.1M · 102K shares

$6.0M · 120K shares

$5.7M · 151K shares

$4.8M · 70K shares

$4.2M · 165K shares

$3.7M · 63K shares

$3.2M · 102K shares

$2.9M · 140K shares

$2.5M · 107K shares

$2.5M · 90K shares

$2.1M · 150K shares

$2.0M · 44K shares

$1.8M · 74K shares

$1.7M · 42K shares

$1.7M · 112K shares

$1.7M · 68K shares

$1.4M · 44K shares

$1.4M · 19K shares

$1.2M · 24K shares

$1.2M · 33K shares

$1.1M · 32K shares

$1.1M · 46K shares

$1.0M · 8K shares

$1.0M · 37K shares

$997K · 40K shares

$914K · 14K shares

SCHR

$854K · 34K shares

$809K · 12K shares

$803K · 23K shares

$782K · 5K shares

$781K · 11K shares

$760K · 6K shares

$735K · 22K shares

$665K · 8K shares

$661K · 100K shares

$651K · 32K shares

$615K · 2K shares

$555K · 2K shares

$530K · 11K shares

$507K · 9K shares

$481K · 5K shares

$470K · 2K shares

$465K · 9K shares

$465K · 17K shares

$458K · 5K shares

$449K · 7K shares

$446K · 4K shares

$441K · 4K shares

$419K · 9K shares

$407K · 1K shares

$397K · 2K shares

$385K · 15K shares

UHAL

$381K · 7K shares

TREX

$368K · 7K shares

$360K · 12K shares

$359K · 11K shares

$335K · 37K shares

$329K · 13K shares

$320K · 5K shares

$312K · 3K shares

$308K · 2K shares

$301K · 936 shares

$300K · 9K shares

$295K · 7K shares

$291K · 3K shares

$282K · 5K shares

$282K · 4K shares

$281K · 6K shares

$278K · 14K shares

$277K · 4K shares

$276K · 19K shares

$269K · 6K shares

$268K · 11K shares

$266K · 3K shares

$265K · 4K shares

$262K · 10K shares

$260K · 8K shares

$259K · 3K shares

$258K · 5K shares

$258K · 2K shares

$257K · 30K shares

$256K · 6K shares

$256K · 6K shares

$254K · 7K shares

$251K · 3K shares

$251K · 2K shares

$250K · 11K shares

$245K · 2K shares

$243K · 3K shares

$242K · 2K shares

$240K · 4K shares

$239K · 5K shares

$237K · 5K shares

$236K · 2K shares

$235K · 4K shares

$232K · 3K shares

$232K · 6K shares

$232K · 6K shares

$226K · 6K shares

$221K · 9K shares

$220K · 2K shares

$219K · 7K shares

$219K · 6K shares

$215K · 2K shares

$215K · 7K shares

$213K · 3K shares

$211K · 1K shares

$210K · 4K shares

$209K · 8K shares

$208K · 5K shares

$207K · 4K shares

$207K · 5K shares

$206K · 13K shares

$205K · 9K shares

$204K · 3K shares

$202K · 4K shares

$201K · 10K shares

$201K · 5K shares

$201K · 2K shares

$189K · 19K shares

$186K · 10K shares

$179K · 15K shares

$163K · 10K shares

$137K · 11K shares

$133K · 11K shares

$110K · 11K shares

$107K · 12K shares

$104K · 14K shares

$99K · 11K shares

$96K · 25K shares

$92K · 11K shares

$89K · 13K shares

$27K · 25K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	872	$4.0B	51.4%
Technology	214	$1.1B	14.6%
Unknown	124	$501.0M	6.4%
Healthcare	139	$452.0M	5.8%
Consumer Cyclical	137	$420.0M	5.4%
Industrials	196	$404.0M	5.2%
Communication Services	41	$350.0M	4.5%
Consumer Defensive	54	$161.0M	2.1%
Energy	66	$143.0M	1.8%
Utilities	56	$108.0M	1.4%
Basic Materials	57	$66.0M	0.8%
Real Estate	62	$62.0M	0.8%