Latest Atlas Private Wealth Advisors Stock Portfolio

Atlas Private Wealth Advisors Performance:

2026 Q1: -1.42%YTD: -1.42%2025: 10.34%

Performance for 2026 Q1 is -1.42%, and YTD is -1.42%, and 2025 is 10.34%.

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

On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Atlas Private Wealth Advisors reported an equity portfolio of $424.8 Millions as of 31 Mar, 2026.

The top stock holdings of Atlas Private Wealth Advisors are BIL, CWI, SPY. The fund has invested 7.7% of it's portfolio in SPDR SERIES TRUST and 6.3% of portfolio in SPDR INDEX SHS FDS.

The fund managers got completely rid off MEDTRONIC PLC (MDT), ISHARES TR (AGT) and FIRST TR EXCHNG TRADED FD VI (BUFD) stocks. They significantly reduced their stock positions in ISHARES TR (BGRN), SPDR SERIES TRUST (BIL) and GLOBAL X FDS (AGNG). Atlas Private Wealth Advisors opened new stock positions in J P MORGAN EXCHANGE TRADED F (BBAX), REALTY INCOME CORP (O) and BLACKROCK ETF TRUST (BECO). The fund showed a lot of confidence in some stocks as they added substantially to BLACKROCK MUNIHLDGS NJ QLTY, BLACKROCK ETF TRUST II (HYMU) and EXXON MOBIL CORP (XOM).

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

Our best estimate is that Atlas Private Wealth Advisors made a return of -1.42% in the last quarter. In trailing 12 months, it's portfolio return was 10.99%.

Performance
S&P 500

New Buys

Ticker	$ Bought
j p morgan exchange traded f	866,638
realty income corp	426,677
first tr exch traded fd iii	289,633
blackrock etf trust	269,708
ciena corp	252,350
totalenergies se	228,997
quanta svcs inc	221,007
ishares tr	204,042

New stocks bought by Atlas Private Wealth Advisors

Additions

Ticker	% Inc.
blackrock munihldgs nj qlty	241
blackrock etf trust ii	105
exxon mobil corp	89.21
nuveen california muni vlu f	75.26
ishares tr	72.52
fidelity covington trust	47.37
lowes cos inc	34.21
pacer fds tr	18.94

Additions to existing portfolio by Atlas Private Wealth Advisors

Reductions

Ticker	% Reduced
ishares tr	-44.2
spdr series trust	-38.51
global x fds	-35.8
ishares tr	-35.34
first tr exchange-traded fd	-31.35
tesla inc	-29.18
texas instrs inc	-28.9
select sector spdr tr	-27.33

Atlas Private Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
first tr exchng traded fd vi	-306,863
at&t inc	-211,063
medtronic plc	-777,032
fidelity national financial	-230,097
bitwise 10 crypto index etf	-203,959
coca cola co	-220,366
ishares tr	-310,333
ishares tr	-212,518

Atlas Private Wealth Advisors got rid off the above stocks

Sector Distribution

Atlas Private Wealth Advisors has about 89% of it's holdings in Others sector.

Sector	%
Others	89
Technology	5.2
Consumer Cyclical	1.2
Communication Services	1.2

Market Cap. Distribution

Atlas Private Wealth Advisors has about 8.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	89
MEGA-CAP	8.9

Stocks belong to which Index?

About 9.9% of the stocks held by Atlas Private Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	90.1
S&P 500	8.8
RUSSELL 2000	1.1

Top 5 Winners (%)		%
CVX	chevron corporation	32.6 %
FANG	diamondback energy inc	31.6 %
XOM	exxon mobil corp	28.6 %
VZ	verizon communications inc	20.1 %
INTC	intel corp	19.6 %

Top 5 Winners ($)		$
CSD	invesco exchange traded fd t	0.8 M
CWI	spdr index shs fds	0.7 M
BIL	spdr series trust	0.7 M
BIL	spdr series trust	0.5 M
AMPS	ishares tr	0.3 M

Top 5 Losers (%)		%
VNCE	vince hldg corp	-40.2 %
FICO	fair isaac corp	-36.9 %
MSFT	microsoft corp	-22.7 %
	ishares bitcoin trust etf	-21.6 %
IBM	international business machs	-18.1 %

Top 5 Losers ($)		$
SPY	state str spdr s&p 500 etf t	-1.1 M
QQQ	invesco qqq tr	-1.0 M
BIL	spdr series trust	-1.0 M
PLTR	palantir technologies inc	-0.9 M
AAPL	apple inc	-0.8 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 130 stocks in it's portfolio. About 48.4% of the portfolio is in top 10 stocks. SPY proved to be the most loss making stock for the portfolio. CSD was the most profitable stock for Atlas Private Wealth Advisors last quarter.

Last Reported on: 24 Apr, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.54	42,602	10,811,900	reduced	-3.59

AAXJ	ishares tr	0.36	49,917	1,513,480	reduced	-2.92

AAXJ	ishares tr	0.08	8,000	340,480	unchanged	0.00

AAXJ	ishares tr	0.06	3,435	273,287	added	0.44

AAXJ	ishares tr	0.06	3,227	239,903	unchanged	0.00

ABBV	abbvie inc	0.10	1,875	407,753	reduced	-4.24

ACIO	etf ser solutions	0.22	8,802	944,455	added	8.64

ACWF	ishares tr	2.79	168,934	11,855,700	added	2.47

ACWF	ishares tr	0.71	44,210	3,012,860	added	14.98

AFK	vaneck etf trust	0.27	8,626	1,148,850	added	5.84

AFLG	first tr exchng traded fd vi	0.10	13,028	439,956	unchanged	0.00

AFTY	pacer fds tr	0.55	69,200	2,334,740	added	18.94

AFTY	pacer fds tr	0.10	6,894	431,281	added	1.34

AGNG	global x fds	1.68	415,818	7,131,290	reduced	-14.99

AGNG	global x fds	0.06	16,185	241,959	reduced	-35.8

AGT	ishares tr	0.00	0.00	0.00	sold off	-100

AIRR	first tr exchange traded fd	0.54	49,362	2,278,560	added	9.35

AIRR	first tr exchange traded fd	0.25	17,672	1,068,070	reduced	-0.75

AIRR	first tr exchange traded fd	0.15	9,102	621,519	reduced	-2.65

AMD	advanced micro devices inc	0.05	1,104	224,587	reduced	-2.21