Atria Investments, Inc Q4 2025 Filing
Filed February 5, 2026
Portfolio Value
$8.8B
Holdings
2,018
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (2,018 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 408,397 | $197.0B | 2239.15% | |
| 2 | NVDANVIDIA CORPORATION | 981,861 | $183.0B | 2080.02% | |
| 3 | IVVISHARES TR | 251,381 | $172.0B | 1954.99% | |
| 4 | VOOVANGUARD INDEX FDS | 186,940 | $117.0B | 1329.85% | |
| 5 | AMZNAMAZON COM INC | 496,116 | $114.0B | 1295.75% | |
| 6 | AAPLAPPLE INC | 402,411 | $109.0B | 1238.92% | |
| 7 | IEMGISHARES INC | 1,404,670 | $94.0B | 1068.42% | |
| 8 | NDQINVESCO QQQ TR | 151,647 | $93.0B | 1057.06% | |
| 9 | SPYSPDR S&P 500 ETF TR | 135,956 | $92.0B | 1045.69% | |
| 10 | AVGOBROADCOM INC | 266,892 | $92.0B | 1045.69% | |
| 11 | GOOGLALPHABET INC | 287,528 | $89.0B | 1011.59% | |
| 12 | METAMETA PLATFORMS INC | 128,337 | $84.0B | 954.76% | |
| 13 | GQ9SPDR GOLD TR | 214,092 | $84.0B | 954.76% | |
| 14 | VEAVANGUARD TAX-MANAGED FDS | 1,242,168 | $77.0B | 875.20% | |
| 15 | VUGVANGUARD INDEX FDS | 155,270 | $75.0B | 852.47% | |
| 16 | VTVVANGUARD INDEX FDS | 387,599 | $74.0B | 841.10% | |
| 17 | DYNFBLACKROCK ETF TRUST | 1,182,227 | $71.0B | 807.00% | |
| 18 | JPMJPMORGAN CHASE & CO. | 215,046 | $69.0B | 784.27% | |
| 19 | GOOGALPHABET INC | 217,476 | $68.0B | 772.90% | |
| 20 | IVEISHARES TR | 324,082 | $68.0B | 772.90% | |
| 21 | IVWISHARES TR | 514,444 | $63.0B | 716.07% | |
| 22 | VVISA INC | 163,114 | $57.0B | 647.87% | |
| 23 | DONSPDR DOW JONES INDL AVERAGE | 115,202 | $55.0B | 625.14% | |
| 24 | OEFISHARES TR | 151,479 | $51.0B | 579.68% | |
| 25 | TSLATESLA INC | 113,548 | $51.0B | 579.68% | |
| 26 | JNJJOHNSON & JOHNSON | 246,825 | $51.0B | 579.68% | |
| 27 | AQLTISHARES TR | 577,553 | $51.0B | 579.68% | |
| 28 | EFVISHARES TR | 707,982 | $50.0B | 568.31% | |
| 29 | IUSBISHARES TR | 1,041,792 | $48.0B | 545.58% | |
| 30 | ORCLORACLE CORP | 232,752 | $45.0B | 511.48% | |
| 31 | LLYELI LILLY & CO | 40,820 | $43.0B | 488.75% | |
| 32 | EFAISHARES TR | 445,468 | $42.0B | 477.38% | |
| 33 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 139,312 | $42.0B | 477.38% | |
| 34 | KORPAMERICAN CENTY ETF TR | 904,739 | $42.0B | 477.38% | |
| 35 | MAMASTERCARD INCORPORATED | 70,433 | $40.0B | 454.65% | |
| 36 | ABBVABBVIE INC | 168,667 | $38.0B | 431.92% | |
| 37 | VTIVANGUARD INDEX FDS | 107,823 | $36.0B | 409.18% | |
| 38 | CVXCHEVRON CORP NEW | 224,021 | $34.0B | 386.45% | |
| 39 | NFLXNETFLIX INC | 369,989 | $34.0B | 386.45% | |
| 40 | MTUMISHARES TR | 134,753 | $33.0B | 375.09% | |
| 41 | WMTWALMART INC | 298,706 | $33.0B | 375.09% | |
| 42 | AGGISHARES TR | 331,254 | $33.0B | 375.09% | |
| 43 | QUALISHARES TR | 170,637 | $33.0B | 375.09% | |
| 44 | VWOVANGUARD INTL EQUITY INDEX F | 609,904 | $32.0B | 363.72% | |
| 45 | XOMEXXON MOBIL CORP | 270,437 | $32.0B | 363.72% | |
| 46 | 4I1PHILIP MORRIS INTL INC | 183,382 | $29.0B | 329.62% | |
| 47 | THROBLACKROCK ETF TRUST | 705,706 | $27.0B | 306.89% | |
| 48 | WFCWELLS FARGO CO NEW | 279,160 | $26.0B | 295.52% | |
| 49 | IWFISHARES TR | 57,025 | $26.0B | 295.52% | |
| 50 | BAIBLACKROCK ETF TRUST | 799,210 | $26.0B | 295.52% | |
| 51 | SHOPSHOPIFY INC | 161,388 | $25.0B | 284.16% | |
| 52 | DGRWWISDOMTREE TR | 286,416 | $25.0B | 284.16% | |
| 53 | BSVVANGUARD BD INDEX FDS | 325,828 | $25.0B | 284.16% | |
| 54 | OAIMUNIFIED SER TR | 602,992 | $24.0B | 272.79% | |
| 55 | AVUVAMERICAN CENTY ETF TR | 227,367 | $23.0B | 261.42% | |
| 56 | BRK/BBERKSHIRE HATHAWAY INC DEL | 46,037 | $23.0B | 261.42% | |
| 57 | CSCOCISCO SYS INC | 307,609 | $23.0B | 261.42% | |
| 58 | VBRVANGUARD INDEX FDS | 111,820 | $23.0B | 261.42% | |
| 59 | XLKSELECT SECTOR SPDR TR | 157,694 | $22.0B | 250.06% | |
| 60 | GBILGOLDMAN SACHS ETF TR | 222,554 | $22.0B | 250.06% | |
| 61 | FIXDFIRST TR EXCHNG TRADED FD VI | 512,188 | $22.0B | 250.06% | |
| 62 | BNDXVANGUARD CHARLOTTE FDS | 449,707 | $21.0B | 238.69% | |
| 63 | TRVCCITIGROUP INC | 180,250 | $21.0B | 238.69% | |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 73,273 | $21.0B | 238.69% | |
| 65 | TLHISHARES TR | 206,774 | $21.0B | 238.69% | |
| 66 | LQDISHARES TR | 197,983 | $21.0B | 238.69% | |
| 67 | BACBANK AMERICA CORP | 399,700 | $21.0B | 238.69% | |
| 68 | ISRGINTUITIVE SURGICAL INC | 35,939 | $20.0B | 227.32% | |
| 69 | VBKVANGUARD INDEX FDS | 67,096 | $20.0B | 227.32% | |
| 70 | JAAAJANUS DETROIT STR TR | 402,878 | $20.0B | 227.32% | |
| 71 | BNDVANGUARD BD INDEX FDS | 278,936 | $20.0B | 227.32% | |
| 72 | IUSGISHARES TR | 118,654 | $19.0B | 215.96% | |
| 73 | SPSBSPDR SERIES TRUST | 638,633 | $19.0B | 215.96% | |
| 74 | DGROISHARES TR | 276,573 | $19.0B | 215.96% | |
| 75 | SHYGISHARES TR | 458,820 | $19.0B | 215.96% | |
| 76 | KOCOCA COLA CO | 277,739 | $19.0B | 215.96% | |
| 77 | SCHGSCHWAB STRATEGIC TR | 592,981 | $19.0B | 215.96% | |
| 78 | HDHOME DEPOT INC | 57,859 | $19.0B | 215.96% | |
| 79 | MRKMERCK & CO INC | 180,988 | $19.0B | 215.96% | |
| 80 | TJXTJX COS INC NEW | 129,606 | $19.0B | 215.96% | |
| 81 | FTSMFIRST TR EXCHANGE-TRADED FD | 333,373 | $19.0B | 215.96% | |
| 82 | ITA*ISHARES TR | 92,756 | $19.0B | 215.96% | |
| 83 | UNHUNITEDHEALTH GROUP INC | 58,415 | $19.0B | 215.96% | |
| 84 | DISDISNEY WALT CO | 160,745 | $18.0B | 204.59% | |
| 85 | PHPARKER-HANNIFIN CORP | 21,265 | $18.0B | 204.59% | |
| 86 | TMOTHERMO FISHER SCIENTIFIC INC | 32,421 | $18.0B | 204.59% | |
| 87 | PGPROCTER AND GAMBLE CO | 131,965 | $18.0B | 204.59% | |
| 88 | IAU*ISHARES GOLD TR | 228,581 | $18.0B | 204.59% | |
| 89 | MCDMCDONALDS CORP | 61,381 | $18.0B | 204.59% | |
| 90 | SPDWSPDR INDEX SHS FDS | 396,652 | $17.0B | 193.23% | |
| 91 | QCOMQUALCOMM INC | 101,680 | $17.0B | 193.23% | |
| 92 | QQQMINVESCO EXCH TRADED FD TR II | 68,756 | $17.0B | 193.23% | |
| 93 | GSGOLDMAN SACHS GROUP INC | 20,385 | $17.0B | 193.23% | |
| 94 | SCHWSCHWAB CHARLES CORP | 177,296 | $17.0B | 193.23% | |
| 95 | FSMDFIDELITY COVINGTON TRUST | 385,746 | $17.0B | 193.23% | |
| 96 | CRMSALESFORCE INC | 66,479 | $17.0B | 193.23% | |
| 97 | AXPAMERICAN EXPRESS CO | 48,176 | $17.0B | 193.23% | |
| 98 | AMGNAMGEN INC | 52,324 | $17.0B | 193.23% | |
| 99 | IUSVISHARES TR | 169,310 | $17.0B | 193.23% | |
| 100 | ABTABBOTT LABS | 143,442 | $17.0B | 193.23% |
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