StockDriftsStockDriftsTop 50 Atria Investments INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 3.2% | 429.0K | $328.6M | +1.25%(+5.32K) | $521.90(+47.54%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.39% | 1.07M | $244.9M | +10.83%(+104.82K) | $41.24(+426.45%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.18% | 437.0K | $224.1M | +25.01%(+87.42K) | $228.16(+133.84%) | 2026-09-30 | |
| AAPL | APPLE INC | 1.58% | 487.0K | $162.2M | +17.87%(+73.83K) | $127.75(+168.44%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 1.57% | 230.0K | $161.2M | -23.78%(-71.79K) | $499.16(+41.16%) | 2026-09-30 | |
| VUG | VANGUARD INDEX FDS | 1.27% | 1.44M | $130.1M | +4.44%(+61.32K) | $52.29(+69.87%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.16% | 479.5K | $119.5M | +13.62%(+57.49K) | $131.68(+99.31%) | 2026-09-30 | |
| GOOGL | ALPHABET INC | 1.11% | 329.7K | $113.4M | +15.07%(+43.19K) | $115.15(+198.91%) | 2026-09-30 | |
| META | META PLATFORMS INC | 0.98% | 139.1K | $100.8M | +13.63%(+16.68K) | $295.10(+139.05%) | 2026-09-30 | |
| GLD | SPDR GOLD TR | 0.91% | 244.3K | $93.0M | -22.77%(-72.00K) | $295.75(+28.38%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.46% | +79.16% | +11.13% | +69.49% |
| Top 20 Holdings Unweighted | +22.80% | +85.18% | +12.06% | +76.71% |
Atria Investments INC reports $10.27B in US-listed equity holdings across 2,136 positions in its most recent 13F filing. Its largest disclosed positions are IVV (3.2%), NVDA (2.4%) and MSFT (2.2%). The top 20 holdings account for 24.71% of reported assets. Its disclosed equity book has returned +79.16% on a three-year cumulative basis. Figures reflect the Q3 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