Atlas Private Wealth Advisors: 13F holdings

CIK 18142342026Q2

Positions139
Reported value$456.8m
Filed2026-07-28

Change since last quarter

Positions139 (+7 vs prior quarter)
Reported value$456.8m (+7.5%)

Top 10 holdings

SecuritySharesValueWeight
SPMD SPDR SERIES TRUST559,902$37.8m8.3%
EWU SPDR INDEX SHS FDS620,241$31.3m6.8%
SPY STATE STR SPDR S&P 500 ETF T37,332$27.9m6.1%
SPYM SPDR SERIES TRUST300,403$26.4m5.8%
QQQ INVESCO QQQ TR28,670$21.1m4.6%
SPSM SPDR SERIES TRUST351,572$20.3m4.4%
LNT INVESCO EXCHANGE TRADED FD T246,888$18.7m4.1%
SPYM SPDR SERIES TRUST186,239$16.9m3.7%
IEF ISHARES TR152,138$14.4m3.1%
CWI SPDR INDEX SHS FDS345,135$14.0m3.1%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1814234")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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