account_balance
Investment manager · 13F filer · SEC CIK 1814234
Atlas Private Wealth Advisors
Reported value$457Mas of Jun 30, 2026
Positions139 12 new, 5 sold out
Top 10 weight50.1%SPMD alone is 8%
FiledJul 2828 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPMDSPDR Series Trust
8.3%
SPDWSPDR Index SHS FDS
6.8%Added +5%
SPYState STR SPDR S&P 500 ETF T
6.1%Added +3%
SPYMSPDR Series Trust
5.8%Added +4%
QQQInvesco QQQ Tr
4.6%
SPSMSPDR Series Trust
4.4%
PWVInvesco Exchange Traded Fd T
4.1%Added +3%
SPTMSPDR Series Trust
3.7%Added +12%
IEFiShares Tr
3.1%Trimmed −17%
CWISPDR Index SHS FDS
3.1%Added +8%
SGOViShares Tr
3.1%Trimmed −29%
DGROiShares Tr
2.9%Added +4%
SPMDSPDR Series Trust
8.3%
SPDWSPDR Index SHS FDS
6.8%Added +5%
SPYState STR SPDR S&P 500 ETF T
6.1%Added +3%
SPYMSPDR Series Trust
5.8%Added +4%
QQQInvesco QQQ Tr
4.6%
SPSM4.4%
PWV4.1%
SPTM3.7%
IEF3.1%
CWI3.1%
SGOV3.1%
DGRO2.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPMD SPDR Series Trust 8.3% Held
SPDW SPDR Index SHS FDS 6.8% Added +5%
SPY State STR SPDR S&P 500 ETF T 6.1% Added +3%SPYM SPDR Series Trust 5.8% Added +4%
QQQ Invesco QQQ Tr 4.6% Held
SPSM SPDR Series Trust 4.4% Held
PWV Invesco Exchange Traded Fd T 4.1% Added +3%
SPTM SPDR Series Trust 3.7% Added +12%
IEF iShares Tr 3.1% Trimmed −17%
CWI SPDR Index SHS FDS 3.1% Added +8%
SGOV iShares Tr 3.1% Trimmed −29%
DGRO iShares Tr 2.9% Added +4%
What changed