1y return+17.0%S&P 500 +20.9%
3y return+41.8%S&P 500 +68.5%
5y return+38.4%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2020: $173 against $242 in the S&P 500.2
Atlas Private Wealth AdvisorsS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPMDSpdr Series Trust | $37.8M | 8.3% | +1.8% |
| SPDWSpdr Index Shs Fds | $31.3M | 6.8% | +5.0% |
| SPYState Str Spdr S&p 500 Etf T | $27.9M | 6.1% | +3.3% |
| SPYMSpdr Series Trust | $26.4M | 5.8% | +4.2% |
| QQQInvesco Qqq Tr | $21.1M | 4.6% | |
| SPSMSpdr Series Trust | $20.3M | 4.4% | |
| PWVInvesco Exchange Traded Fd T | $18.7M | 4.1% | +3.1% |
| SPTMSpdr Series Trust | $16.9M | 3.7% | +11.7% |
| IEFIshares Tr | $14.4M | 3.1% | −16.6% |
| CWISpdr Index Shs Fds | $14.0M | 3.1% | +7.5% |
| SGOVIshares Tr | $14.0M | 3.1% | −29.1% |
| DGROIshares Tr | $13.3M | 2.9% | +3.8% |
| SPEMSpdr Index Shs Fds | $12.3M | 2.7% | +5.6% |
| RSPInvesco Exchange Traded Fd T | $12.1M | 2.6% | +2.2% |
| AAPLApple Inc | $11.9M | 2.6% | −3.4% |
| RDVIFirst Tr Exchange-traded Fd | $8.4M | 1.8% | −26.1% |
| AGGIshares Tr | $7.7M | 1.7% | −6.1% |
| QYLDGlobal X Fds | $6.6M | 1.5% | −13.4% |
| KNGFirst Tr Exchange-traded Fd | $5.9M | 1.3% | −21.5% |
| QQQMInvesco Exch Traded Fd Tr II | $5.8M | 1.3% | +1.9% |
| AMGNAmgen Inc | $5.2M | 1.1% | +515.8% |
| Dimensional Etf TrustCUSIP 25434V708 | $5.1M | 1.1% | |
| OBNDSsga Active Tr | $5.0M | 1.1% | +5.5% |
| XTIshares Tr | $4.3M | 0.9% | +16.8% |
| TLTIshares Tr | $4.1M | 0.9% | +2.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLTRPalantir Technologies Inc | June 30, 2023 | +661.1% | $3.1M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $3.0M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $2.1M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $11.9M |
| QQQInvesco Qqq Tr | June 30, 2022 | +162.7% | $21.1M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $27.9M |
| RSPInvesco Exchange Traded Fd T | June 30, 2020 | +109.1% | $12.1M |
| MSFTMicrosoft Corp | June 30, 2020 | +83.3% | $2.4M |
| SPYMSpdr Series Trust | September 30, 2023 | +74.9% | $26.4M |
| PWVInvesco Exchange Traded Fd T | June 30, 2022 | +73.6% | $18.7M |
Sold off last quarter
- NFLXNetflix Inc. was $277K
- PEPPepsico Inc was $264K
- RYLDGlobal X Fds was $242K
- Totalenergies SeCUSIP F92124100 was $229K
- MRKMerck & Co Inc was $218K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.4% | +14.8% |
| March 31, 2026 | −1.5% | −4.6% |
| December 31, 2025 | +1.4% | +2.4% |
| September 30, 2025 | +6.1% | +7.8% |
| June 30, 2025 | +6.1% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.7% | +2.1% |
| September 30, 2024 | +6.5% | +5.4% |
| June 30, 2024 | −0.4% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −4.1% | −3.6% |
| June 30, 2023 | +4.7% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +6.3% | +7.1% |
| September 30, 2022 | −5.9% | −5.3% |
| June 30, 2022 | −11.5% | −16.5% |
| March 31, 2022 | −3.8% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | −1.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atlas Private Wealth Advisors Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1814234&type=13F-HR&dateb=&owner=include&count=40CIK 1814234
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1814234/000181423426000005/Filed July 28, 2026 · accession 0001814234-26-000005