Atlas Private Wealth Advisors ETF holdings
Red Bank, NJ
Reported $399.5M in 87 ETFs in its Form 13F for June 30, 2026.
ETF value
$399.5M
ETFs held
87
Change from prior quarter
+5.8%
With price moves
ETFs as a share of its 13F
87.5%
of $456.8M
Top 10 of 87 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPMD | State Street SPDR Portfolio S&P 400 Mid Cap ETF | $37.8M | 559,902 | +9,664 shares |
| SPDW | State Street SPDR Portfolio Developed World ex-US ETF | $31.3M | 620,241 | +29,735 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $27.9M | 37,332 | +1,190 shares |
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $26.4M | 300,403 | +12,161 shares |
| QQQ | Invesco QQQ Trust | $21.1M | 28,670 | +86 shares |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | $20.3M | 351,572 | +1,706 shares |
| PWV | Invesco Large Cap Value ETF | $18.7M | 246,888 | +7,344 shares |
| SPTM | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $16.9M | 186,239 | +19,469 shares |
| IEF | iShares 7-10 Year Treasury Bond ETF | $14.4M | 152,138 | −30,296 shares |
| CWI | State Street SPDR MSCI ACWI ex-US ETF | $14.0M | 345,135 | +24,117 shares |
77 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001814234. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Atlas Private Wealth Advisors own?
Atlas Private Wealth Advisors reported 87 ETF positions worth $399.5M in its Form 13F for June 30, 2026. The largest was SPMD, at $37.8M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.