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Showing Q2 2025 data
Atria Wealth Solutions, Inc.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Atria Wealth Solutions, Inc.
•CIK: 1927543•Filing: Q2 2025
**Atria Wealth Solutions, Inc.** manages $4.4B across a diversified portfolio of 1,461 positions. The fund exhibits significant concentration in major tech and index assets, notably holding $122.0M in IVV and $87.0M in NVDA. Top holdings also include substantial allocations to NDQ ($84.6M), AAPL ($72.0M), and MSFT ($69.6M). This structure suggests a core focus on established market leaders and broad market exposure.
Total AUM
$4.4B
QoQ Performance
-44.3%
Positions
809
Top 10 Concentration
23.2%
Latest Filing
Q2 2025
Top Holdings Allocation
IVV2.8%
NVDA2.0%
NDQ1.9%
AAPL1.6%
MSFT1.6%
SPY1.3%
QUAL1.3%
VOO1.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other70.1%
Technology11.5%
ETF7.7%
Consumer3.7%
Financial3.3%
Healthcare1.5%
Communication0.8%
Industrial0.7%
🚪 Exited Positionssold since Q1 2025
+1637 more exited positions
Changes from Q1 2025
↑25 increased
↓175 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023