StockDriftsStockDriftsTop 50 Atlas Private Wealth Advisors Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMD | SPDR SERIES TRUST | 8.28% | 559.9K | $37.8M | +1.76%(+9.66K) | $49.39(+39.27%) | 2026-06-30 | |
| SPDW | SPDR INDEX SHS FDS | 6.84% | 620.2K | $31.3M | +5.04%(+29.73K) | $35.52(+46.97%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.1% | 37.3K | $27.9M | +3.29%(+1.19K) | $561.45(+38.10%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 5.78% | 300.4K | $26.4M | +4.22%(+12.16K) | $72.93(+25.13%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 4.62% | 28.7K | $21.1M | +0.30%(+86) | $474.19(+54.48%) | 2026-06-30 | |
| SPSM | SPDR SERIES TRUST | 4.44% | 351.6K | $20.3M | +0.49%(+1.71K) | $40.89(+42.56%) | 2026-06-30 | |
| PWV | INVESCO EXCHANGE TRADED FD T | 4.1% | 246.9K | $18.7M | +3.07%(+7.34K) | $55.60(+46.45%) | 2026-06-30 | |
| SPTM | SPDR SERIES TRUST | 3.7% | 186.2K | $16.9M | +11.67%(+19.47K) | $73.69(+27.96%) | 2026-06-30 | |
| IEF | ISHARES TR | 3.15% | 152.1K | $14.4M | -16.61%(-30.30K) | $95.36(-2.51%) | 2026-06-30 | |
| CWI | SPDR INDEX SHS FDS | 3.07% | 345.1K | $14.0M | +7.51%(+24.12K) | $30.36(+37.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.42% | +42.07% | +6.88% | +39.50% |
| Top 20 Holdings Unweighted | +11.30% | +37.89% | +4.47% | +24.46% |
Atlas Private Wealth Advisors reports $456.82M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are SPMD (8.3%), SPDW (6.8%) and SPY (6.1%). The top 20 holdings account for 71.52% of reported assets. Its disclosed equity book has returned +42.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Atlas Private Wealth Advisors’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1814234). View Atlas Private Wealth Advisors’s 13F filings on SEC