Atlas Private Wealth Advisors
•CIK: 1814234•Filing: Q4 2025
**Atlas Private Wealth Advisors** manages $428M across a diversified portfolio of 134 positions. The fund exhibits a significant allocation to core market indices, notably holding SPMD at $31.9M and SPDW at $26.3M. Further concentration is visible in SPY ($23.1M) and SPYM ($21.1M), alongside substantial fixed-income exposure in SGOV ($18.4M) and IEF ($17.1M). This positioning suggests a tactical blend of broad market equity exposure and defensive fixed-income allocation.
Total AUM
$428.0M
QoQ Performance
+4.8%
Positions
83
Top 10 Concentration
46.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SPMD
SPDW
SPY
SPMD7.4%
SPDW6.2%
SPY5.4%
SPYM4.9%
SGOV4.3%
IEF4.0%
SPSM3.9%
NDQ3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other85.2%
Technology5.6%
ETF5.6%
Consumer1.8%
Healthcare0.8%
Financial0.7%
Consumer Staples0.1%
Communication0.1%
🚪 Exited Positionssold since Q3 2025
+1 more exited positions
Changes from Q3 2025
NEW5 new positions
↑59 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023