StockDriftsStockDriftsTop 50 Atria Investments, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.18% | 423.7K | $317.3M | +71.74%(+176.99K) | $518.94(+50.10%) | 2026-06-30 | |
| VOO | VANGUARD INDEX FDS | 2.08% | 301.8K | $207.3M | +17.21%(+44.33K) | $499.16(+42.78%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 1.94% | 967.7K | $193.6M | +0.20%(+1.96K) | $22.50(+904.81%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 1.31% | 349.5K | $130.4M | -7.77%(-29.43K) | $174.43(+178.66%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.27% | 170.3K | $127.2M | +43.82%(+51.89K) | $528.73(+46.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 1.2% | 413.1K | $119.5M | -2.47%(-10.47K) | $94.97(+221.54%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 1.19% | 1.38M | $119.1M | +22.12%(+250.35K) | $50.70(+75.91%) | 2026-06-30 | |
| GLD | SPDR GOLD TR | 1.17% | 316.3K | $116.5M | +17.92%(+48.05K) | $295.75(+36.66%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 1.03% | 286.5K | $102.4M | -0.80%(-2.32K) | $79.63(+332.87%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 1.01% | 422.0K | $100.6M | -4.86%(-21.54K) | $116.41(+125.52%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.64% | +67.00% | +10.04% | +61.32% |
| Top 20 Holdings Unweighted | +20.47% | +74.86% | +11.17% | +69.82% |
Atria Investments, Inc reports $9.98B in US-listed equity holdings across 2,111 positions in its most recent 13F filing. Its largest disclosed positions are IVV (3.2%), VOO (2.1%) and NVDA (1.9%). The top 20 holdings account for 23.78% of reported assets. Its disclosed equity book has returned +67.00% 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 Atria Investments, Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1535865). View Atria Investments, Inc’s 13F filings on SEC