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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLF Financial Sector Spdr ETFs	$0	$7.53 Million 0.18% of portfolio	143,773	Q2 2025 Reduced 74.97%
XLU Utilities Sector Spdr ETFs	$0	$7.61 Million 0.18% of portfolio	93,236	Q2 2025 Reduced 48.72%
VOX Vanguard Communication Service ETFs	$0	$7.49 Million 0.18% of portfolio	43,788	Q2 2025 Reduced 23.88%
EFA Ishares Tr Msci Eafe ETF ETFs	$0	$6.9 Million 0.17% of portfolio	77,164	Q2 2025 Reduced 30.1%
VV Vanguard Large Cap ETF ETFs	$0	$7.07 Million 0.17% of portfolio	24,798	Q2 2025 Reduced 12.28%
CGCP Capital Group Core Plus Income ETFs	$0	$6.58 Million 0.16% of portfolio	292,485	Q2 2025 Reduced 17.84%
FDL First Tr Morningstar Dividend ETFs	$0	$6.72 Million 0.16% of portfolio	160,497	Q2 2025 Reduced 18.17%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$6.63 Million 0.16% of portfolio	51,555	Q2 2025 Reduced 14.04%
ITOT Ishares Core S&P Total U.S. St ETFs	$0	$6.7 Million 0.16% of portfolio	49,638	Q2 2025 Reduced 63.21%
HYG Ishares Tr ETFs	$0	$6.64 Million 0.16% of portfolio	82,361	Q2 2025 Reduced 49.85%
IBDR Ishares Tr Ibonds Dec 2026 Ter ETFs	$0	$6.79 Million 0.16% of portfolio	286,070	Q2 2025 Reduced 4.91%
HYGH Ishares U S ETF Tr Int Rate He ETFs	$0	$6.71 Million 0.16% of portfolio	77,547	Q2 2025 Reduced 21.11%
CALF Pacer Fds Tr Pacer Us Small Ca ETFs	$0	$6.5 Million 0.16% of portfolio	163,339	Q2 2025 Reduced 57.74%
XLP Consumer Staples Sector Spdr ETFs	$0	$6.54 Million 0.16% of portfolio	86,029	Q2 2025 Reduced 24.31%
XLI Industrial Sector Spdr ETFs	$0	$6.67 Million 0.16% of portfolio	45,181	Q2 2025 Reduced 4.09%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$6.59 Million 0.16% of portfolio	11,640	Q2 2025 Reduced 31.87%
VOOG Vanguard S&P 500 Growth ETF ETFs	$0	$6.55 Million 0.16% of portfolio	16,506	Q2 2025 Added 1.98%
VBR Vanguard Small Cap Value ETF ETFs	$0	$6.63 Million 0.16% of portfolio	34,015	Q2 2025 Reduced 15.54%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$6.71 Million 0.16% of portfolio	99,748	Q2 2025 Reduced 54.52%
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$6.06 Million 0.15% of portfolio	138,408	Q2 2025 Reduced 13.69%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$6.31 Million 0.15% of portfolio	128,506	Q2 2025 Reduced 44.84%
SPLV Invesco ETF Tr Ii S&P 500 Low ETFs	$0	$6.22 Million 0.15% of portfolio	85,461	Q2 2025 Added 28.95%
LQD Ishares Iboxx $ Investment Gra ETFs	$0	$6.02 Million 0.15% of portfolio	54,882	Q2 2025 Reduced 57.39%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$6.14 Million 0.15% of portfolio	121,021	Q2 2025 Reduced 69.28%
SECT Sector 10, Inc. ETFs	$0	$6.32 Million 0.15% of portfolio	108,779	Q2 2025 Reduced 75.66%
PULS Pgim ETF Tr ETFs	$0	$6.2 Million 0.15% of portfolio	124,673	Q2 2025 Reduced 1.43%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$6.12 Million 0.15% of portfolio	21,529	Q2 2025 Reduced 6.94%
VMBS Vanguard Mortg Backed Sec ETF ETFs	$0	$6.21 Million 0.15% of portfolio	134,066	Q2 2025 Reduced 71.41%
VHT Vanguard Health Care ETF ETFs	$0	$6.42 Million 0.15% of portfolio	25,838	Q2 2025 Reduced 44.07%
BALT Innovator Etfs Tr	$0	$5.71 Million 0.14% of portfolio	177,994	Q2 2025 Reduced 29.26%
BSCQ Invesco Et Self Idxd Fd Tr Bul ETFs	$0	$5.61 Million 0.14% of portfolio	287,491	Q2 2025 Reduced 10.68%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$5.93 Million 0.14% of portfolio	258,256	Q2 2025 Added 28.09%
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	$0	$5.9 Million 0.14% of portfolio	58,584	Q2 2025 Reduced 46.92%
LVHI Franklin International Low Vol ETFs	$0	$5.97 Million 0.14% of portfolio	183,473	Q2 2025 Reduced 15.84%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$5.88 Million 0.14% of portfolio	58,494	Q2 2025 Reduced 62.1%
TMFC Rbb Rf Inc Motley Fool 100 Ind ETFs	$0	$5.76 Million 0.14% of portfolio	89,291	Q2 2025 Added 40.36%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$5.9 Million 0.14% of portfolio	230,314	Q2 2025 Added 33.88%
MOAT Vaneck Morningstar Wide Moat E ETFs	$0	$5.85 Million 0.14% of portfolio	68,191	Q2 2025 Reduced 49.67%
VONE Vanguard Russell 1000 ETF ETFs	$0	$5.61 Million 0.14% of portfolio	19,962	Q2 2025 Reduced 72.68%
SIXO Aim ETF Tr Allianzim Us Lg Cap ETFs	$0	$5.4 Million 0.13% of portfolio	163,163	Q2 2025 Reduced 2.09%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$5.34 Million 0.13% of portfolio	125,545	Q2 2025 Reduced 62.26%
IAUM I Shares Gold Trust Micro ETFs	$2.4B	$5.53 Million 0.13% of portfolio	167,703	Q2 2025 Reduced 45.25%
HEFA Ishares Currency Hedged Msci E ETFs	$0	$5.33 Million 0.13% of portfolio	140,398	Q2 2025 Reduced 53.05%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$5.47 Million 0.13% of portfolio	234,212	Q2 2025 Reduced 3.71%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$5.49 Million 0.13% of portfolio	49,923	Q2 2025 Reduced 7.01%
IXUS Ishares Tr ETFs	$0	$5.5 Million 0.13% of portfolio	71,154	Q2 2025 Reduced 50.75%
IETC Ishares U S ETF Tr ETFs	$0	$5.24 Million 0.13% of portfolio	55,773	Q2 2025 Reduced 4.4%
JHMM John Hancock Multifactor Mid C ETFs	$0	$5.34 Million 0.13% of portfolio	87,275	Q2 2025 Added 33.61%
SCHB Schwab Strategic Tr Us Broad M ETFs	$0	$5.27 Million 0.13% of portfolio	221,297	Q2 2025 Reduced 20.88%
SIXJ Aim ETF Prods Tr Allianzim U S	$0	$5.08 Million 0.12% of portfolio	158,790	Q2 2025 Reduced 4.32%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Portfolio Holdings