Atlas Private Wealth Advisors - Portfolio overview

Atlas Private Wealth Advisors has 147 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. SPMD - SPDR SERIES TRUST, 7.27%
2. SPDW - SPDR INDEX SHS FDS, 6.02%
3. SPY - STATE STR SPDR S&P 500 ETF T, 5.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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