1y return+14.8%S&P 500 +20.9%
3y return+45.3%S&P 500 +68.5%
5y return+39.0%S&P 500 +74.5%
10y return+130.1%S&P 500 +256.5%
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, 2016: $230 against $357 in the S&P 500.2
Atria Investments, IncS&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 |
|---|---|---|---|
| IVVIshares Tr | $317.3M | 3.2% | +71.7% |
| VOOVanguard Index Fds | $207.3M | 2.1% | +17.2% |
| NVDANvidia Corporation | $193.6M | 1.9% | |
| MSFTMicrosoft Corp | $130.4M | 1.3% | −7.8% |
| SPYState Str Spdr S&p 500 Etf T | $127.2M | 1.3% | +43.8% |
| AAPLApple Inc | $119.5M | 1.2% | −2.5% |
| VUGVanguard Index Fds | $119.1M | 1.2% | +22.1% |
| GLDSpdr Gold Tr | $116.5M | 1.2% | +17.9% |
| GOOGLAlphabet Inc | $102.4M | 1.0% | |
| AMZNAmazon Com Inc | $100.6M | 1.0% | −4.9% |
| VGITVanguard Scottsdale Fds | $92.7M | 0.9% | +5.1% |
| AVGOBroadcom Inc | $89.9M | 0.9% | −3.2% |
| VTIVanguard Index Fds | $89.8M | 0.9% | +44.5% |
| VTVVanguard Index Fds | $88.9M | 0.9% | +6.9% |
| GOOGAlphabet Inc | $84.3M | 0.8% | +6.6% |
| IVWIshares Tr | $83.0M | 0.8% | +3.3% |
| IEMGIshares Inc | $82.6M | 0.8% | −21.9% |
| VEAVanguard Tax-managed Fds | $81.1M | 0.8% | +9.4% |
| DYNFBlackrock Etf Trust | $75.8M | 0.8% | +5.9% |
| QLTYGmo Etf Trust | $70.9M | 0.7% | +17.6% |
| METAMeta Platforms Inc | $68.9M | 0.7% | −5.8% |
| JPMJpmorgan Chase & Co | $68.6M | 0.7% | |
| TSMTaiwan Semiconductor Manufac | $64.0M | 0.6% | +4.2% |
| IUSBIshares Tr | $63.7M | 0.6% | +28.8% |
| BILSpdr Series Trust | $62.3M | 0.6% | −45.9% |
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 |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $193.6M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $89.9M |
| TSMTaiwan Semiconductor Manufac | June 30, 2020 | +741.2% | $64.0M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $40.9M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $102.4M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $84.3M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $44.2M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $68.6M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $119.5M |
| IVWIshares Tr | June 30, 2020 | +165.1% | $83.0M |
Sold off last quarter
- QQQInvesco Qqq Tr was $86.5M
- RTXRtx Corporation was $14.9M
- Honeywell Intl IncCUSIP 438516106 was $11.6M
- CORCencora Inc was $9.9M
- Two Rds Shared TrCUSIP 90214Q766 was $8.5M
- FDECFirst Tr Exchng Traded Fd Vi was $7.7M
- FPEFirst Tr Exch Traded Fd III was $7.6M
- FMARFirst Tr Exchng Traded Fd Vi was $7.5M
- PWRQuanta Svcs Inc was $7.4M
- FSEPFirst Tr Exchng Traded Fd Vi was $7.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +9.6% | +14.8% |
| March 31, 2026 | −2.1% | −4.6% |
| December 31, 2025 | +1.3% | +2.4% |
| September 30, 2025 | +5.6% | +7.8% |
| June 30, 2025 | +7.7% | +10.5% |
| March 31, 2025 | −2.3% | −4.6% |
| December 31, 2024 | −0.6% | +2.1% |
| September 30, 2024 | +5.8% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +7.3% | +10.0% |
| December 31, 2023 | +9.5% | +11.2% |
| September 30, 2023 | −3.4% | −3.6% |
| June 30, 2023 | +4.6% | +8.3% |
| March 31, 2023 | +4.6% | +7.0% |
| December 31, 2022 | +7.2% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −13.5% | −16.5% |
| March 31, 2022 | −5.9% | −4.9% |
| December 31, 2021 | +7.1% | +10.7% |
| September 30, 2021 | −0.7% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Atria Investments, Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1535865&type=13F-HR&dateb=&owner=include&count=40CIK 1535865
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1535865/000153586526000010/Filed July 28, 2026 · accession 0001535865-26-000010