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Latest Atlas Private Wealth Advisors Stock Portfolio

$456Million | No. of Holdings #136

Atlas Private Wealth Advisors Performance

2026 Q2+8.45%
YTD+6.91%
2025+10.34%

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

On 2026-07-28, the fund reported it's updated stock portfolio. In the 13F Holdings report, Atlas Private Wealth Advisors reported an equity portfolio of $456.8 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Atlas Private Wealth Advisors are BIL, CWI, SPY. The fund has invested 8.3% of it's portfolio in SPDR SERIES TRUST and 6.8% of portfolio in SPDR INDEX SHS FDS. <br><br> The fund managers got completely rid off NETFLIX INC. (NFLX), PEPSICO INC (PEP) and GLOBAL X FDS (AGNG) stocks. They significantly reduced their stock positions in JANUS DETROIT STR TR (JAAA), SPDR SERIES TRUST (BIL) and EXXON MOBIL CORP (XOM). Atlas Private Wealth Advisors opened new stock positions in PORTLAND GEN ELEC CO (POR), ISHARES TR (IJR) and GLOBAL X FDS (AGNG). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD WORLD FD (VAW), AMGEN INC (AMGN) and ISHARES TR (AMPS).
Atlas Private Wealth Advisors Equity Portfolio Value
Last Reported on: 28 Jul, 2026
$456Million
  as of Jul 28, 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 8.45% in the last quarter. In trailing 12 months, it's portfolio return was 13.66%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
portland gen elec co491,557
spdr series trust474,195
ishares tr316,741
global x fds274,030
sandisk corp261,478
fidelity covington trust247,369
unitedhealth group inc234,000
american centy etf tr233,844
New stocks bought by Atlas Private Wealth Advisors

Additions

Ticker% Inc.
vanguard world fd687
amgen inc515
ishares tr392
blackrock munihldgs nj qlty51.97
blackrock etf trust ii50.51
neos etf trust46.97
nuveen california muni vlu f40.28
ishares bitcoin trust etf31.62
Additions to existing portfolio by Atlas Private Wealth Advisors

Reductions

Ticker% Reduced
janus detroit str tr-79.26
spdr series trust-72.37
exxon mobil corp-56.16
vince hldg corp-42.64
first tr exchange-traded fd-31.5
ishares tr-29.09
first tr exchange-traded fd-26.07
select sector spdr tr-21.68
Atlas Private Wealth Advisors reduced stake in above stock

Sold off

Ticker$ Sold
global x fds-241,959
netflix inc.-277,395
totalenergies se-228,997
merck & co inc-217,870
pepsico inc-263,811
Atlas Private Wealth Advisors got rid off the above stocks

Sector Distribution

Atlas Private Wealth Advisors has about 88% of it's holdings in Others sector.

  • Others
  • Technology
  • Healthcare
  • Consumer Cyclical
  • Communication Services
Sector%
Others88
Technology5.5
Healthcare1.6
Consumer Cyclical1.2
Communication Services1.2

Market Cap. Distribution

Atlas Private Wealth Advisors has about 10.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
  • MEGA-CAP
  • LARGE-CAP
Category%
UNALLOCATED88
MEGA-CAP8.9
LARGE-CAP1.9

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 5009.9
RUSSELL 20001.2
Top 5 Winners (%)%
MU
micron technology inc
240.9 %
INTC
intel corp
205.7 %
AMD
advanced micro devices inc
174.8 %
VNCE
vince hldg corp
154.8 %
BGRN
ishares tr
63.7 %
Top 5 Winners ($)$
BIL
spdr series trust
4.6 M
QQQ
invesco qqq tr
4.6 M
SPY
state str spdr s&p 500 etf t
3.5 M
BIL
spdr series trust
3.3 M
BIL
spdr series trust
3.3 M
Top 5 Losers (%)%
VAW
vanguard world fd
-73.1 %
AMPS
ishares tr
-70.4 %
PLTR
palantir technologies inc
-20.2 %
CVX
chevron corporation
-19.4 %
VZ
verizon communications inc
-15.6 %
Top 5 Losers ($)$
AMPS
ishares tr
-6.5 M
VAW
vanguard world fd
-1.5 M
PLTR
palantir technologies inc
-0.8 M
XOM
exxon mobil corp
-0.2 M
AFK
vaneck etf trust
-0.1 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 136 stocks in it's portfolio. About 50.1% of the portfolio is in top 10 stocks. AMPS proved to be the most loss making stock for the portfolio. BIL was the most profitable stock for Atlas Private Wealth Advisors last quarter.

$456.82MTotal Value
144Positions
28 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Atlas Private Wealth Advisors, last reported on 28 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atlas Private Wealth Advisors's holding in Ishares Tr over time
0.33%49,917
$1.52M
0.33%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atlas Private Wealth Advisors's holding in Ishares Tr over time
0.07%8,000
$331.4K
0.07%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atlas Private Wealth Advisors's holding in Ishares Tr over time
0.06%3,310
$264.7K
0.06%
decreased 3.64 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
Atlas Private Wealth Advisors's holding in Ishares Tr over time
0.06%3,287
$251.6K
0.06%
increased 1.86 percentadded
ACIO
Etf Ser Solutions

Etf Ser Solutions

ACIO
Atlas Private Wealth Advisors's holding in Etf Ser Solutions over time
0.31%8,622
$1.43M
0.31%
decreased 2.04 percentreduced
ACWF
Ishares Tr

Ishares Tr

ACWF
Atlas Private Wealth Advisors's holding in Ishares Tr over time
2.91%175,430
$13.30M
2.91%
increased 3.85 percentadded
ACWF
Ishares Tr

Ishares Tr

ACWF
Atlas Private Wealth Advisors's holding in Ishares Tr over time
0.93%51,659
$4.27M
0.93%
increased 16.85 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%1,826
$233.8K
0.05%
new position
AFK
Vaneck Etf Trust

Vaneck Etf Trust

AFK
Atlas Private Wealth Advisors's holding in Vaneck Etf Trust over time
0.21%8,306
$963.3K
0.21%
decreased 3.71 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
0.1%13,028
$475.9K
0.1%
unchanged 0 percentunchanged
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Atlas Private Wealth Advisors's holding in Pacer Fds Tr over time
0.68%77,097
$3.10M
0.68%
increased 11.41 percentadded
AFTY
Pacer Fds Tr

Pacer Fds Tr

AFTY
Atlas Private Wealth Advisors's holding in Pacer Fds Tr over time
0.09%6,906
$429.5K
0.09%
increased 0.17 percentadded
AGNG
Global X Fds

Global X Fds

AGNG
Atlas Private Wealth Advisors's holding in Global X Fds over time
1.45%360,005
$6.63M
1.45%
decreased 13.42 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
$274.0K
0.06%
new position
AGNG
Global X Fds

Global X Fds

AGNG
Atlas Private Wealth Advisors's holding in Global X Fds over time
0%0.00
$0.00
0%
decreased 100 percentsold off
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
0.72%58,496
$3.29M
0.72%
increased 18.5 percentadded
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
0.29%17,364
$1.32M
0.29%
decreased 1.74 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
0.15%8,278
$671.1K
0.15%
decreased 9.05 percentreduced