Atlas Private Wealth Advisors Q4 2025 Filing

Filed February 5, 2026

Portfolio Value

$428.0M

Holdings

134

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (134 positions)

#StockSharesValue% PortfolioType
1
SPMDSPDR SERIES TRUST
550,454$31.9M7.45%
2
SPDWSPDR INDEX SHS FDS
592,941$26.3M6.15%
3
SPYSPDR S&P 500 ETF TR
33,903$23.1M5.40%
4
SPYMSPDR SERIES TRUST
263,012$21.1M4.93%
5
SGOVISHARES TR
183,023$18.4M4.29%
6
IEFISHARES TR
177,866$17.1M4.00%
7
SPSMSPDR SERIES TRUST
356,452$16.7M3.90%
8
NDQINVESCO QQQ TR
26,946$16.6M3.87%
9
PWVINVESCO EXCHANGE TRADED FD T
233,148$15.5M3.62%
10
RDVIFIRST TR EXCHANGE-TRADED FD
462,977$12.1M2.84%
11
AAPLAPPLE INC
44,190$12.0M2.81%
12
SPTMSPDR SERIES TRUST
145,552$12.0M2.81%
13
DGROISHARES TR
164,858$11.4M2.67%
14
CWISPDR INDEX SHS FDS
308,380$11.1M2.59%
15
RSPINVESCO EXCHANGE TRADED FD T
55,884$10.7M2.50%
16
SPEMSPDR INDEX SHS FDS
217,702$10.2M2.38%
17
SPHYSPDR SERIES TRUST
424,523$10.0M2.35%
18
KNGFIRST TR EXCHANGE-TRADED FD
178,674$8.8M2.05%
19
AGGISHARES TR
87,500$8.7M2.04%
20
QYLDGLOBAL X FDS
489,158$8.6M2.02%
21
JAAAJANUS DETROIT STR TR
168,237$8.5M1.99%
22
PLTRPALANTIR TECHNOLOGIES INC
27,054$4.8M1.12%
23
DFACDIMENSIONAL ETF TRUST
116,598$4.6M1.08%
24
OBNDSSGA ACTIVE TR
172,841$4.5M1.05%
25
QQQMINVESCO EXCH TRADED FD TR II
17,546$4.4M1.04%
26
DONSPDR DOW JONES INDL AVERAGE
8,764$4.2M0.98%
27
TLTISHARES TR
44,304$3.9M0.90%
28
MSFTMICROSOFT CORP
6,866$3.3M0.78%
29
TSLATESLA INC
7,088$3.2M0.74%
30
YEARAB ACTIVE ETFS INC
61,345$3.1M0.72%
31
FMHIFIRST TR EXCH TRADED FD III
63,711$3.1M0.71%
32
GOOGALPHABET INC
8,634$2.7M0.63%
33
XTISHARES TR
38,450$2.7M0.63%
34
QQEWFIRST TR EXCHANGE-TRADED FD
17,990$2.6M0.60%
35
BUFDFIRST TR EXCHNG TRADED FD VI
83,735$2.4M0.55%
36
ROBTFIRST TR EXCHANGE TRADED FD
45,140$2.3M0.55%
37
HDVISHARES TR
19,122$2.3M0.54%
38
PFMINVESCO EXCHANGE TRADED FD T
45,155$2.3M0.54%
39
AMZNAMAZON COM INC
9,874$2.3M0.53%
40
BUFZFIRST TR EXCHNG TRADED FD VI
83,924$2.2M0.52%
41
COWGPACER FDS TR
58,179$2.0M0.48%
42
HIMUBLACKROCK ETF TRUST II
37,559$1.8M0.43%
43
XLKSELECT SECTOR SPDR TR
11,198$1.6M0.38%
44
PFFISHARES TR
51,417$1.6M0.37%
45
ARKKARK ETF TR
19,240$1.5M0.35%
46
FMBFIRST TR EXCH TRADED FD III
28,883$1.5M0.34%
47
NVDANVIDIA CORPORATION
7,249$1.4M0.32%
48
DFAXDIMENSIONAL ETF TRUST
40,699$1.3M0.31%
49
GOOGLALPHABET INC
4,045$1.3M0.30%
50
METAMETA PLATFORMS INC
1,857$1.2M0.29%
51
LVLNSPDR SERIES TRUST
38,387$1.2M0.28%
52
FAIFIRST TR EXCHANGE TRADED FD
17,805$1.1M0.26%
53
USMVISHARES TR
11,435$1.1M0.25%
54
JNJJOHNSON & JOHNSON
4,914$1.0M0.24%
55
NLRVANECK ETF TRUST
8,150$1.0M0.24%
56
XLFSELECT SECTOR SPDR TR
17,781$973K0.23%
57
AQLTISHARES TR
6,819$962K0.22%
58
CGMUCAPITAL GRP FIXED INCM ETF T
35,016$958K0.22%
59
COSTCOSTCO WHSL CORP NEW
1,034$891K0.21%
60
DGRWWISDOMTREE TR
9,966$891K0.21%
61
QTUMETF SER SOLUTIONS
8,102$888K0.21%
62
AVGOBROADCOM INC
2,476$856K0.20%
63
FDLFIRST TR EXCHANGE-TRADED FD
18,014$798K0.19%
64
TTTRANE TECHNOLOGIES PLC
2,041$794K0.19%
65
JPMJPMORGAN CHASE & CO.
2,418$779K0.18%
66
AMGNAMGEN INC
2,383$779K0.18%
67
MDTMEDTRONIC PLC
8,089$777K0.18%
68
NCANUVEEN CALIFORNIA MUNI VLU F
85,533$765K0.18%
69
QWLDSPDR INDEX SHS FDS
5,016$718K0.17%
70
IVVISHARES TR
968$662K0.15%
71
RDVYFIRST TR EXCHANGE TRADED FD
9,350$649K0.15%
72
MUJBLACKROCK MUNIHLDGS NJ QLTY
51,501$612K0.14%
73
HDHOME DEPOT INC
1,680$578K0.14%
74
CGDGCAPITAL GROUP DIVIDEND VALUE
13,244$577K0.13%
75
IXUSISHARES TR
6,740$570K0.13%
76
FICOFAIR ISAAC CORP
337$569K0.13%
77
CMCCOMMERCIAL METALS CO
8,000$553K0.13%
78
IBITISHARES BITCOIN TRUST ETF
10,901$541K0.13%
79
CALIBLACKROCK ETF TRUST II
10,676$538K0.13%
80
AXPAMERICAN EXPRESS CO
1,396$516K0.12%
81
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,680$510K0.12%
82
FFLCFIDELITY COVINGTON TRUST
9,300$496K0.12%
83
ARTYISHARES TR
10,208$491K0.11%
84
BRK/BBERKSHIRE HATHAWAY INC DEL
936$470K0.11%
85
INTCINTEL CORP
12,212$450K0.11%
86
JOYTJ P MORGAN EXCHANGE TRADED F
5,987$447K0.10%
87
ABBVABBVIE INC
1,958$447K0.10%
88
FPXFIRST TR EXCHANGE-TRADED FD
2,734$447K0.10%
89
BUFRFIRST TR EXCHNG TRADED FD VI
13,028$446K0.10%
90
CVXCHEVRON CORP NEW
2,879$438K0.10%
91
VGTVANGUARD WORLD FD
569$429K0.10%
92
IWMISHARES TR
1,699$418K0.10%
93
XOMEXXON MOBIL CORP
3,456$415K0.10%
94
VVISA INC
1,184$415K0.10%
95
COWZPACER FDS TR
6,803$409K0.10%
96
PGPROCTER AND GAMBLE CO
2,750$394K0.09%
97
RYLDGLOBAL X FDS
25,210$385K0.09%
98
XMMOINVESCO EXCHANGE TRADED FD T
2,704$374K0.09%
99
4I1PHILIP MORRIS INTL INC
2,322$372K0.09%
100
IYKISHARES TR
5,403$361K0.08%
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