Grufity logo
Grufity logo

Latest Atlas Private Wealth Advisors Stock Portfolio

$461Million | No. of Holdings #146

Atlas Private Wealth Advisors Performance

2026 Q3-0.41%
YTD+6.47%
2025+10.34%

About Atlas Private Wealth Advisors and 13F Hedge Fund Stock Holdings

On 2026-10-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, Atlas Private Wealth Advisors reported an equity portfolio of $462 Millions as of 30 Sep, 2026. <br><br> The top stock holdings of Atlas Private Wealth Advisors are BIL, CWI, SPY. The fund has invested 7.8% of it's portfolio in SPDR SERIES TRUST and 6.9% of portfolio in SPDR INDEX SHS FDS. <br><br> The fund managers got completely rid off ARK ETF TR (ARKF), FAIR ISAAC CORP (FICO) and EXXON MOBIL CORP (XOM) stocks. They significantly reduced their stock positions in AMGEN INC (AMGN), FIRST TR EXCHANGE TRADED FD (AIRR) and VINCE HLDG CORP (VNCE). Atlas Private Wealth Advisors opened new stock positions in EXCHANGE TRADED CONCEPTS TRU (BITQ), TEMA ETF TRUST and FIRST TR EXCHANGE-TRADED FD (CARZ). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (BGRN), NEOS ETF TRUST (KOCG) and ETF SER SOLUTIONS (ACIO).
Atlas Private Wealth Advisors Equity Portfolio Value
Last Reported on: 23 Oct, 2026
$461Million
  as of Oct 23, 2026

Atlas Private Wealth Advisors Annual Return Estimates Vs S&P 500

Our best estimate is that Atlas Private Wealth Advisors made a return of -0.41% in the last quarter. In trailing 12 months, it's portfolio return was 8.24%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
exchange traded concepts tru618,387
tema etf trust616,942
exxonmobil holdings corp483,610
first tr exchange-traded fd415,179
invesco exch traded fd tr ii328,374
medtronic plc305,208
ishares tr251,293
ishares tr230,351
New stocks bought by Atlas Private Wealth Advisors

Additions

Ticker% Inc.
ishares tr451
neos etf trust95.37
etf ser solutions61.4
american centy etf tr45.24
ishares bitcoin trust etf40.2
ishares tr39.61
ishares tr39.21
ishares tr37.09
Additions to existing portfolio by Atlas Private Wealth Advisors

Reductions

Ticker% Reduced
amgen inc-35.42
first tr exchange traded fd-33.89
vince hldg corp-30.00
spdr series trust-27.5
janus detroit str tr-27.27
select sector spdr tr-22.07
spdr series trust-21.74
first tr exchange-traded fd-21.08
Atlas Private Wealth Advisors reduced stake in above stock

Sold off

Ticker$ Sold
ark etf tr-1,655,600
exxon mobil corp-392,017
walmart inc-263,072
fair isaac corp-402,641
Atlas Private Wealth Advisors got rid off the above stocks

Sector Distribution

Atlas Private Wealth Advisors has about 87.7% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Communication Services
  • Utilities
Sector%
Others87.7
Technology6.2
Healthcare1.3
Communication Services1.2
Utilities1.1

Market Cap. Distribution

Atlas Private Wealth Advisors has about 11.1% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
Category%
UNALLOCATED87.7
MEGA-CAP11.1

Stocks belong to which Index?

About 11.1% of the stocks held by Atlas Private Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

  • Others
  • S&P 500
  • RUSSELL 2000
Index%
Others88.9
S&P 5009.7
RUSSELL 20001.4
Top 5 Winners (%)%
PLTR
palantir technologies inc
58.0 %
MSFT
microsoft corp
34.8 %
VNCE
vince hldg corp
34.7 %
ishares bitcoin trust etf
34.1 %
META
meta platforms inc
27.5 %
Top 5 Winners ($)$
PLTR
palantir technologies inc
1.8 M
AAPL
apple inc
1.8 M
MSFT
microsoft corp
0.9 M
AMGN
amgen inc
0.7 M
SPY
state str spdr s&p 500 etf t
0.6 M
Top 5 Losers (%)%
CIEN
ciena corp
-28.3 %
sandisk corp
-23.5 %
IBM
international business machs
-21.6 %
HD
home depot inc
-18.9 %
LOW
lowes cos inc
-16.4 %
Top 5 Losers ($)$
BIL
spdr series trust
-2.5 M
BIL
spdr series trust
-1.7 M
IJR
ishares tr
-0.9 M
IJR
ishares tr
-0.4 M
ECLN
first tr exchange-traded fd
-0.4 M

Atlas Private Wealth Advisors Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Atlas Private Wealth Advisors

Atlas Private Wealth Advisors has 146 stocks in it's portfolio. About 50.3% of the portfolio is in top 10 stocks. BIL proved to be the most loss making stock for the portfolio. PLTR was the most profitable stock for Atlas Private Wealth Advisors last quarter.

$461.96MTotal Value
153Positions
23 Oct, 2026Last Reported
Current holdings of Current Stock Holdings of Atlas Private Wealth Advisors, last reported on 23 Oct, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atlas Private Wealth Advisors's holding in Ishares Tr over time
0.3%47,797
$1.41M
0.3%
decreased 4.25 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atlas Private Wealth Advisors's holding in Ishares Tr over time
0.07%8,000
$337.5K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atlas Private Wealth Advisors's holding in Ishares Tr over time
0.06%3,287
$260.1K
0.06%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atlas Private Wealth Advisors's holding in Ishares Tr over time
0.05%2,906
$224.4K
0.05%
decreased 12.21 percentreduced
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Atlas Private Wealth Advisors's holding in Etf Ser Solutions over time
0.46%13,916
$2.11M
0.46%
increased 61.4 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Atlas Private Wealth Advisors's holding in Ishares Tr over time
2.93%179,746
$13.55M
2.93%
increased 2.46 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Atlas Private Wealth Advisors's holding in Ishares Tr over time
0.76%42,253
$3.52M
0.76%
decreased 18.21 percentreduced
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Atlas Private Wealth Advisors's holding in American Centy Etf Tr over time
0.07%2,652
$339.7K
0.07%
increased 45.24 percentadded
AEMB
American Centy Etf Tr

American Centy Etf Tr

AEMB
Atlas Private Wealth Advisors's holding in American Centy Etf Tr over time
0.05%1,852
$218.1K
0.05%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Atlas Private Wealth Advisors's holding in Vaneck Etf Trust over time
0.16%7,232
$748.2K
0.16%
decreased 12.93 percentreduced
AFLG
First Tr Exchng Traded Fd Vi

First Tr Exchng Traded Fd Vi

AFLG
Atlas Private Wealth Advisors's holding in First Tr Exchng Traded Fd Vi over time
0.11%13,028
$488.2K
0.11%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Atlas Private Wealth Advisors's holding in Pacer Fds Tr over time
0.67%77,356
$3.08M
0.67%
increased 0.34 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Atlas Private Wealth Advisors's holding in Pacer Fds Tr over time
0.1%6,932
$462.8K
0.1%
increased 0.38 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Atlas Private Wealth Advisors's holding in Global X Fds over time
1.44%358,770
$6.66M
1.44%
decreased 0.34 percentreduced
AGNG
Global X Fds

Global X Fds

AGNG
Atlas Private Wealth Advisors's holding in Global X Fds over time
0.06%4,177
$272.2K
0.06%
unchanged 0 percentunchanged
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Atlas Private Wealth Advisors's holding in First Tr Exchange Traded Fd over time
0.5%38,672
$2.29M
0.5%
decreased 33.89 percentreduced
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Atlas Private Wealth Advisors's holding in First Tr Exchange Traded Fd over time
0.25%15,682
$1.15M
0.25%
decreased 9.69 percentreduced
AIRR
First Tr Exchange Traded Fd

First Tr Exchange Traded Fd

AIRR
Atlas Private Wealth Advisors's holding in First Tr Exchange Traded Fd over time
0.13%7,708
$603.5K
0.13%
decreased 6.89 percentreduced