Atria Wealth Solutions, Inc. Portfolio Holdings

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Atria Wealth Solutions, Inc. has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.15 Billion distributed in 2098 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $122M, Nvidia Corp with a value of $86.8M, Invesco Qqq Trust, Series 1 with a value of $84.5M, Apple Inc. with a value of $71M, and Microsoft Corp with a value of $69.5M.

Examining the 13F form we can see an decrease of $3.73B in the current position value, from $7.87B to 4.15B.

Atria Wealth Solutions, Inc. is based out at New York, NY

Below you can find more details about Atria Wealth Solutions, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $4.15 Billion

ETFs: $2.78 Billion

Technology: $418 Million

Financial Services: $210 Million

Consumer Cyclical: $128 Million

Industrials: $125 Million

Communication Services: $116 Million

Healthcare: $104 Million

Consumer Defensive: $93.1 Million

Other: $133 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
IVV Ishares Core S&P 500 ETF ETFs	$0	$122 Million 2.94% of portfolio	196,325	Q2 2025 Reduced 54.07%
NVDA Nvidia Corp Technology	$447B	$86.8 Million 2.09% of portfolio	549,711	Q2 2025 Reduced 60.03%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$84.5 Million 2.04% of portfolio	153,194	Q2 2025 Reduced 43.88%
AAPL Apple Inc. Technology	$3.43T	$71 Million 1.71% of portfolio	346,234	Q2 2025 Reduced 60.01%
MSFT Microsoft Corp Technology	$3.91T	$69.5 Million 1.68% of portfolio	139,747	Q2 2025 Reduced 56.67%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$58.6 Million 1.41% of portfolio	94,897	Q2 2025 Reduced 55.31%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$57.7 Million 1.39% of portfolio	315,547	Q2 2025 Reduced 37.31%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$53.5 Million 1.29% of portfolio	94,258	Q2 2025 Reduced 49.25%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$50.6 Million 1.22% of portfolio	1,095,353	Q2 2025 Reduced 47.58%
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$49 Million 1.18% of portfolio	223,202	Q2 2025 Reduced 58.72%
VTI Vanguard Total Stock Market Et ETFs	$0	$37.8 Million 0.91% of portfolio	124,227	Q2 2025 Reduced 34.06%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$36.6 Million 0.88% of portfolio	332,486	Q2 2025 Reduced 53.71%
CGDV Capital Group Divid Value ETF ETFs	$0	$34.7 Million 0.84% of portfolio	877,929	Q2 2025 Reduced 16.98%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$611B	$33.1 Million 0.8% of portfolio	68,172	Q2 2025 Reduced 43.72%
META Meta Platforms, Inc. Communication Services	$1.72T	$32.8 Million 0.79% of portfolio	44,398	Q2 2025 Reduced 58.76%
BND Vanguard Bd Index Fd Inc Total ETFs	$0	$31.9 Million 0.77% of portfolio	433,901	Q2 2025 Reduced 52.64%
VIG Vanguard Dividend Appreciation ETFs	$0	$31.3 Million 0.76% of portfolio	172,024	Q2 2025 Reduced 49.51%
GSY Invesco Actively Mngd ETF Tr U ETFs	$0	$29.1 Million 0.7% of portfolio	580,333	Q2 2025 Reduced 43.75%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$28.8 Million 0.7% of portfolio	507,452	Q2 2025 Reduced 62.71%
VEA Vanguard Ftse Developed Market ETFs	$0	$29 Million 0.7% of portfolio	509,311	Q2 2025 Reduced 72.13%
VUG Vanguard Growth ETF ETFs	$0	$27.8 Million 0.67% of portfolio	63,486	Q2 2025 Reduced 74.19%
RDVY First Trust Rising Dividend Ac ETFs	$0	$27.1 Million 0.65% of portfolio	432,090	Q2 2025 Reduced 24.47%
IVE Ishares S&P 500 Value ETF ETFs	$0	$25.7 Million 0.62% of portfolio	131,284	Q2 2025 Reduced 46.76%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$24.5 Million 0.59% of portfolio	337,033	Q2 2025 Reduced 10.08%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$24 Million 0.58% of portfolio	435,185	Q2 2025 Reduced 56.74%
GOOGL Alphabet Inc. Communication Services	$1.16T	$23.7 Million 0.57% of portfolio	134,321	Q2 2025 Reduced 52.18%
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$23.7 Million 0.57% of portfolio	301,024	Q2 2025 Reduced 62.02%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$23.8 Million 0.57% of portfolio	474,028	Q2 2025 Added 23.79%
CGGR Capital Group Growth ETF Shs C ETFs	$0	$23.1 Million 0.56% of portfolio	568,085	Q2 2025 Reduced 25.77%
EFV Msci Eafe Value ETF ETFs	$0	$23.2 Million 0.56% of portfolio	365,189	Q2 2025 Reduced 33.37%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$22.9 Million 0.55% of portfolio	421,250	Q2 2025 Reduced 52.52%
VTV Vanguard Value ETF ETFs	$0	$22.3 Million 0.54% of portfolio	125,979	Q2 2025 Reduced 73.35%
TSLA Tesla, Inc. Consumer Cyclical	$1.01T	$22.1 Million 0.53% of portfolio	69,656	Q2 2025 Reduced 55.81%
BIL Spdr Bloomberg 1 3 Month T Bil ETFs	$0	$21.4 Million 0.52% of portfolio	233,283	Q2 2025 Reduced 50.09%
VGT Vanguard Information Technolog ETFs	$0	$21.2 Million 0.51% of portfolio	31,891	Q2 2025 Reduced 21.54%
IEMG Ishares Inc ETFs	$0	$20.4 Million 0.49% of portfolio	380,836	Q2 2025 Reduced 3.45%
SPYG Spdr Portfolio ETFs	$0	$19.9 Million 0.48% of portfolio	208,623	Q2 2025 Reduced 25.49%
JPM Jpmorgan Chase & CO Financial Services	$855B	$19.6 Million 0.47% of portfolio	67,471	Q2 2025 Reduced 54.88%
AVGO Broadcom Inc. Technology	$122B	$19 Million 0.46% of portfolio	68,993	Q2 2025 Reduced 52.78%
MBB Ishares Tr ETFs	$0	$19 Million 0.46% of portfolio	202,581	Q2 2025 Reduced 34.93%
XLK Technology Sector Spdr ETFs	$0	$19.2 Million 0.46% of portfolio	75,646	Q2 2025 Reduced 49.49%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$19.2 Million 0.46% of portfolio	175,730	Q2 2025 Reduced 21.07%
DGRO Ishares Core Dividend Growth E ETFs	$0	$18.7 Million 0.45% of portfolio	292,635	Q2 2025 Reduced 21.16%
GLD Spdr Gold Trust ETFs	$107B	$18.7 Million 0.45% of portfolio	61,297	Q2 2025 Reduced 59.0%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$18.3 Million 0.44% of portfolio	184,372	Q2 2025 Reduced 33.63%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$18.1 Million 0.44% of portfolio	332,834	Q2 2025 Reduced 45.27%
IEFA Ishares Tr ETFs	$0	$17.8 Million 0.43% of portfolio	212,827	Q2 2025 Reduced 42.38%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$17.6 Million 0.42% of portfolio	185,593	Q2 2025 Added 54.62%
V Visa Inc. Financial Services	$555B	$17.4 Million 0.42% of portfolio	49,025	Q2 2025 Reduced 48.31%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$17 Million 0.41% of portfolio	535,930	Q2 2025 Reduced 50.05%

Summary

Portfolio
No. of Stocks 2,098
Current Value $4.15 Billion
Prior Value $7.87 Billion
Filing
Period Q2 2025
Filing Date July 25, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 119 stocks
Additional Purchases 249 stocks
Sold out of 0 stocks
Reduced holdings in 1,031 stocks

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Atria Wealth Solutions, Inc. Portfolio Holdings