StockDriftsStockDriftsTop 50 Atria Wealth Solutions, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 2.76% | 196.3K | $122.0M | — | — | — | 2025-06-30 |
| NVDA | NVIDIA CORPORATION | 1.97% | 549.7K | $87.0M | — | — | — | 2025-06-30 |
| QQQ | INVESCO QQQ TR | 1.91% | 153.2K | $84.6M | — | — | — | 2025-06-30 |
| AAPL | APPLE INC | 1.66% | 353.2K | $73.5M | — | — | — | 2025-06-30 |
| MSFT | MICROSOFT CORP | 1.57% | 139.7K | $69.6M | — | — | — | 2025-06-30 |
| SPY | SPDR S&P 500 ETF TR | 1.33% | 94.9K | $58.8M | — | — | — | 2025-06-30 |
| QUAL | ISHARES TR | 1.31% | 315.5K | $57.7M | — | — | — | 2025-06-30 |
| VOO | VANGUARD INDEX FDS | 1.22% | 94.3K | $53.8M | — | — | — | 2025-06-30 |
| IUSB | ISHARES TR | 1.14% | 1.10M | $50.6M | — | — | — | 2025-06-30 |
| AMZN | AMAZON COM INC | 1.11% | 223.2K | $49.2M | — | — | — | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +72.74% |
| Top 20 Holdings Unweighted | — | — | — | — | +63.03% |
Atria Wealth Solutions, Inc. reports $4.42B in US-listed equity holdings across 2,098 positions in its most recent 13F filing. Its largest disclosed positions are IVV (2.8%), NVDA (2.0%) and QQQ (1.9%). The top 20 holdings account for 23.44% of reported assets. Its disclosed equity book has returned +72.74% cumulatively over 11 quarters. Figures reflect the Q2 2025 filing.
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Holdings on this page are parsed from Atria Wealth Solutions, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1927543). View Atria Wealth Solutions, Inc.’s 13F filings on SEC