Latest Atlas Private Wealth Advisors Stock Portfolio

Atlas Private Wealth Advisors Performance:

2025 Q4: 0.74%YTD: 9.34%2024: 9.23%

Performance for 2025 Q4 is 0.74%, and YTD is 9.34%, and 2024 is 9.23%.

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

On 2026-02-05, the fund reported it's updated stock portfolio. In the 13F Holdings report, Atlas Private Wealth Advisors reported an equity portfolio of $428 Millions as of 31 Dec, 2025.

The top stock holdings of Atlas Private Wealth Advisors are BIL, CWI, SPY. The fund has invested 7.4% of it's portfolio in SPDR SERIES TRUST and 6.2% of portfolio in SPDR INDEX SHS FDS.

The fund managers got completely rid off ISHARES TR (IBCE), SPDR SERIES TRUST (BIL) and ISHARES TR (AMPS) stocks. They significantly reduced their stock positions in GLOBAL X FDS (AGNG), FIRST TR EXCHANGE-TRADED FD (FDL) and SELECT SECTOR SPDR TR (XLB). Atlas Private Wealth Advisors opened new stock positions in SPDR SERIES TRUST (BIL), MICRON TECHNOLOGY INC (MU) and ADVANCED MICRO DEVICES INC (AMD). The fund showed a lot of confidence in some stocks as they added substantially to NETFLIX INC (NFLX), SELECT SECTOR SPDR TR (XLB) and TESLA INC (TSLA).

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

Our best estimate is that Atlas Private Wealth Advisors made a return of 0.74% in the last quarter. In trailing 12 months, it's portfolio return was 9.34%.

Performance
S&P 500

New Buys

Ticker	$ Bought
spdr series trust	1,216,500
micron technology inc	244,930
advanced micro devices inc	241,786
merck & co inc	218,624
elevance health inc formerly	208,044
bitwise 10 crypto index etf	203,959

New stocks bought by Atlas Private Wealth Advisors

Additions

Ticker	% Inc.
netflix inc	903
select sector spdr tr	101
tesla inc	42.93
fidelity covington trust	35.57
dimensional etf trust	27.42
blackrock munihldgs nj qlty	23.68
j p morgan exchange traded f	23.52
invesco exchange traded fd t	18.44

Additions to existing portfolio by Atlas Private Wealth Advisors

Reductions

Ticker	% Reduced
global x fds	-53.62
first tr exchange-traded fd	-51.00
select sector spdr tr	-41.43
ab active etfs inc	-38.89
coca cola co	-35.21
first tr exchng traded fd vi	-27.62
chevron corp new	-25.16
first tr exchange-traded fd	-22.57

Atlas Private Wealth Advisors reduced stake in above stock

Sold off

Ticker	$ Sold
spdr series trust	-410,361
ishares tr	-345,846
franklin templeton digital h	-205,649
ishares tr	-482,833
duke energy corp new	-207,532
spdr gold tr	-231,411

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.

Sector	%
Others	87.7
Technology	5.9
Consumer Cyclical	1.6
Communication Services	1.4

Market Cap. Distribution

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

Category	%
UNALLOCATED	87.7
MEGA-CAP	8.3
LARGE-CAP	2.8

Stocks belong to which Index?

About 11% of the stocks held by Atlas Private Wealth Advisors either belong to S&P 500 or RUSSELL 2000 index.

Index	%
Others	88.9
S&P 500	9.9
RUSSELL 2000	1.1

Top 5 Winners (%)		%
GOOG	alphabet inc	28.7 %
GOOG	alphabet inc	28.7 %
VNCE	vince hldg corp	21.7 %
CMC	commercial metals co	20.8 %
AMGN	amgen inc	15.9 %

Top 5 Winners ($)		$
CWI	spdr index shs fds	0.9 M
AAPL	apple inc	0.8 M
GOOG	alphabet inc	0.6 M
SPY	spdr s&p 500 etf tr	0.5 M
BIL	spdr series trust	0.5 M

Top 5 Losers (%)		%
NFLX	netflix inc	-86.6 %
XLB	select sector spdr tr	-41.7 %
	ishares bitcoin trust etf	-22.9 %
HD	home depot inc	-14.7 %
T	at&t inc	-11.2 %

Top 5 Losers ($)		$
NFLX	netflix inc	-1.7 M
XLB	select sector spdr tr	-1.2 M
MSFT	microsoft corp	-0.2 M
ARKF	ark etf tr	-0.2 M
	ishares bitcoin trust etf	-0.2 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 133 stocks in it's portfolio. About 46.5% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. CWI was the most profitable stock for Atlas Private Wealth Advisors last quarter.

Last Reported on: 05 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc	2.81	44,190	12,013,400	reduced	-1.16

AAXJ	ishares tr	0.37	51,417	1,591,870	reduced	-3.07

AAXJ	ishares tr	0.07	8,000	315,600	unchanged	0.00

AAXJ	ishares tr	0.06	3,420	275,789	reduced	-3.31

AAXJ	ishares tr	0.05	3,227	230,418	added	1.61

ABBV	abbvie inc	0.10	1,958	447,398	added	0.1

ACIO	etf ser solutions	0.21	8,102	888,431	added	6.28

ACWF	ishares tr	2.67	164,858	11,444,400	added	7.09

ACWF	ishares tr	0.63	38,450	2,681,480	added	8.93

AFK	vaneck etf trust	0.24	8,150	1,012,190	added	11.31

AFLG	first tr exchng traded fd vi	0.10	13,028	446,340	unchanged	0.00

AFTY	pacer fds tr	0.48	58,179	2,048,470	added	14.17

AFTY	pacer fds tr	0.10	6,803	409,342	reduced	-9.21

AGNG	global x fds	2.02	489,158	8,643,430	reduced	-8.99

AGNG	global x fds	0.09	25,210	385,713	reduced	-53.62

AGT	ishares tr	0.07	2,083	310,333	reduced	-22.25

AIRR	first tr exchange traded fd	0.55	45,140	2,341,250	added	6.99

AIRR	first tr exchange traded fd	0.26	17,805	1,120,300	reduced	-0.95

AIRR	first tr exchange traded fd	0.15	9,350	649,550	added	0.56

AMD	advanced micro devices inc	0.06	1,129	241,786	new