Atria Investments, Inc Q3 2025 Filing
Filed November 6, 2025
Portfolio Value
$8.8T
Holdings
2,003
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (2,003 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 426,693 | $221.0B | 2.53% | |
| 2 | NVDANVIDIA CORPORATION | 1,001,372 | $186.8B | 2.14% | |
| 3 | IVVISHARES TR | 220,604 | $147.7B | 1.69% | |
| 4 | AMZNAMAZON COM INC | 517,125 | $113.5B | 1.30% | |
| 5 | AAPLAPPLE INC | 412,015 | $104.9B | 1.20% | |
| 6 | VOOVANGUARD INDEX FDS | 171,222 | $104.9B | 1.20% | |
| 7 | METAMETA PLATFORMS INC | 134,709 | $98.9B | 1.13% | |
| 8 | AVGOBROADCOM INC | 275,867 | $91.0B | 1.04% | |
| 9 | NDQINVESCO QQQ TR | 147,433 | $88.5B | 1.01% | |
| 10 | IEMGISHARES INC | 1,237,934 | $81.6B | 0.93% | |
| 11 | VUGVANGUARD INDEX FDS | 163,622 | $78.5B | 0.90% | |
| 12 | SPYSPDR S&P 500 ETF TR | 116,992 | $77.9B | 0.89% | |
| 13 | GOOGLALPHABET INC | 312,605 | $76.0B | 0.87% | |
| 14 | VTVVANGUARD INDEX FDS | 399,519 | $74.5B | 0.85% | |
| 15 | VEAVANGUARD TAX-MANAGED FDS | 1,228,442 | $73.6B | 0.84% | |
| 16 | GQ9SPDR GOLD TR | 206,835 | $73.5B | 0.84% | |
| 17 | ORCLORACLE CORP | 253,325 | $71.2B | 0.81% | |
| 18 | JPMJPMORGAN CHASE & CO. | 222,214 | $70.1B | 0.80% | |
| 19 | DYNFBLACKROCK ETF TRUST | 1,116,165 | $66.1B | 0.76% | |
| 20 | VVISA INC | 175,599 | $59.9B | 0.69% | |
| 21 | QUALISHARES TR | 287,663 | $56.0B | 0.64% | |
| 22 | IVWISHARES TR | 457,419 | $55.2B | 0.63% | |
| 23 | GOOGALPHABET INC | 221,268 | $53.9B | 0.62% | |
| 24 | DONSPDR DOW JONES INDL AVERAGE | 114,591 | $53.1B | 0.61% | |
| 25 | AQLTISHARES TR | 601,301 | $52.5B | 0.60% | |
| 26 | NFLXNETFLIX INC | 42,952 | $51.5B | 0.59% | |
| 27 | EFVISHARES TR | 756,332 | $51.3B | 0.59% | |
| 28 | TSLATESLA INC | 115,236 | $51.2B | 0.59% | |
| 29 | IUSBISHARES TR | 1,035,611 | $48.4B | 0.55% | |
| 30 | OEFISHARES TR | 143,508 | $47.8B | 0.55% | |
| 31 | KORPAMERICAN CENTY ETF TR | 985,462 | $46.9B | 0.54% | |
| 32 | IVEISHARES TR | 218,255 | $45.1B | 0.52% | |
| 33 | JNJJOHNSON & JOHNSON | 242,053 | $44.9B | 0.51% | |
| 34 | MAMASTERCARD INCORPORATED | 76,118 | $43.3B | 0.49% | |
| 35 | OAIMUNIFIED SER TR | 1,013,367 | $40.8B | 0.47% | |
| 36 | EFAISHARES TR | 424,296 | $39.6B | 0.45% | |
| 37 | ABBVABBVIE INC | 167,508 | $38.8B | 0.44% | |
| 38 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 138,152 | $38.6B | 0.44% | |
| 39 | VTIVANGUARD INDEX FDS | 110,929 | $36.4B | 0.42% | |
| 40 | CVXCHEVRON CORP NEW | 226,501 | $35.2B | 0.40% | |
| 41 | VWOVANGUARD INTL EQUITY INDEX F | 625,253 | $33.9B | 0.39% | |
| 42 | OACPUNIFIED SER TR | 1,439,096 | $33.2B | 0.38% | |
| 43 | WMTWALMART INC | 305,904 | $31.5B | 0.36% | |
| 44 | LLYELI LILLY & CO | 40,355 | $30.8B | 0.35% | |
| 45 | XOMEXXON MOBIL CORP | 272,579 | $30.7B | 0.35% | |
| 46 | 4I1PHILIP MORRIS INTL INC | 181,492 | $29.4B | 0.34% | |
| 47 | AGGISHARES TR | 284,924 | $28.6B | 0.33% | |
| 48 | BSVVANGUARD BD INDEX FDS | 349,908 | $27.6B | 0.32% | |
| 49 | SHOPSHOPIFY INC | 181,450 | $27.0B | 0.31% | |
| 50 | OALCUNIFIED SER TR | 762,988 | $26.6B | 0.30% | |
| 51 | DGRWWISDOMTREE TR | 297,739 | $26.5B | 0.30% | |
| 52 | XLKSELECT SECTOR SPDR TR | 93,921 | $26.5B | 0.30% | |
| 53 | HDHOME DEPOT INC | 64,800 | $26.3B | 0.30% | |
| 54 | MTUMISHARES TR | 98,331 | $25.2B | 0.29% | |
| 55 | THROBLACKROCK ETF TRUST | 659,847 | $25.0B | 0.29% | |
| 56 | BAIBLACKROCK ETF TRUST | 730,741 | $25.0B | 0.29% | |
| 57 | IUSGISHARES TR | 146,652 | $24.1B | 0.28% | |
| 58 | LQDISHARES TR | 213,625 | $23.8B | 0.27% | |
| 59 | AVUVAMERICAN CENTY ETF TR | 238,594 | $23.7B | 0.27% | |
| 60 | WFCWELLS FARGO CO NEW | 280,168 | $23.5B | 0.27% | |
| 61 | BRK/BBERKSHIRE HATHAWAY INC DEL | 46,108 | $23.2B | 0.26% | |
| 62 | ABTABBOTT LABS | 171,968 | $23.0B | 0.26% | |
| 63 | VBRVANGUARD INDEX FDS | 106,136 | $22.2B | 0.25% | |
| 64 | FIXDFIRST TR EXCHNG TRADED FD VI | 495,265 | $22.0B | 0.25% | |
| 65 | PGPROCTER AND GAMBLE CO | 142,544 | $21.9B | 0.25% | |
| 66 | TLHISHARES TR | 209,694 | $21.6B | 0.25% | |
| 67 | DISDISNEY WALT CO | 188,280 | $21.6B | 0.25% | |
| 68 | NOWSERVICENOW INC | 23,290 | $21.4B | 0.24% | |
| 69 | ETNEATON CORP PLC | 57,110 | $21.4B | 0.24% | |
| 70 | SCHGSCHWAB STRATEGIC TR | 651,832 | $20.8B | 0.24% | |
| 71 | BACBANK AMERICA CORP | 400,876 | $20.7B | 0.24% | |
| 72 | BNDXVANGUARD CHARLOTTE FDS | 418,091 | $20.7B | 0.24% | |
| 73 | IBMINTERNATIONAL BUSINESS MACHS | 73,278 | $20.7B | 0.24% | |
| 74 | UNHUNITEDHEALTH GROUP INC | 59,521 | $20.6B | 0.23% | |
| 75 | CSCOCISCO SYS INC | 284,311 | $19.5B | 0.22% | |
| 76 | TJXTJX COS INC NEW | 134,440 | $19.4B | 0.22% | |
| 77 | JAAAJANUS DETROIT STR TR | 382,461 | $19.4B | 0.22% | |
| 78 | VBKVANGUARD INDEX FDS | 64,500 | $19.2B | 0.22% | |
| 79 | FTSMFIRST TR EXCHANGE-TRADED FD | 319,701 | $19.2B | 0.22% | |
| 80 | IWFISHARES TR | 40,668 | $19.0B | 0.22% | |
| 81 | ADPAUTOMATIC DATA PROCESSING IN | 64,868 | $19.0B | 0.22% | |
| 82 | SHYGISHARES TR | 439,508 | $19.0B | 0.22% | |
| 83 | KOCOCA COLA CO | 285,427 | $18.9B | 0.22% | |
| 84 | ITA*ISHARES TR | 90,404 | $18.9B | 0.22% | |
| 85 | TRVCCITIGROUP INC | 184,284 | $18.7B | 0.21% | |
| 86 | BNDVANGUARD BD INDEX FDS | 250,827 | $18.7B | 0.21% | |
| 87 | QCOMQUALCOMM INC | 111,535 | $18.6B | 0.21% | |
| 88 | INTUINTUIT | 26,962 | $18.4B | 0.21% | |
| 89 | MCDMCDONALDS CORP | 60,576 | $18.4B | 0.21% | |
| 90 | GBILGOLDMAN SACHS ETF TR | 181,290 | $18.2B | 0.21% | |
| 91 | IUSVISHARES TR | 179,943 | $18.0B | 0.21% | |
| 92 | VBVANGUARD INDEX FDS | 69,968 | $17.8B | 0.20% | |
| 93 | BLKBLACKROCK INC | 15,023 | $17.5B | 0.20% | |
| 94 | GSGOLDMAN SACHS GROUP INC | 21,936 | $17.5B | 0.20% | |
| 95 | SPDWSPDR INDEX SHS FDS | 407,129 | $17.4B | 0.20% | |
| 96 | SCHWSCHWAB CHARLES CORP | 181,568 | $17.3B | 0.20% | |
| 97 | BABOEING CO | 79,380 | $17.1B | 0.20% | |
| 98 | DDWMWISDOMTREE TR | 403,556 | $16.9B | 0.19% | |
| 99 | FSMDFIDELITY COVINGTON TRUST | 381,973 | $16.8B | 0.19% | |
| 100 | UBERUBER TECHNOLOGIES INC | 169,725 | $16.6B | 0.19% |
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