Notify me when Atria Investments, Inc files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 2,018 | $8,798,658,309 | +$626,606,914 | -$616,735,178 | +$9,871,736 | MSFT, NVDA, IVV, VOO, AMZN | 13F-HR | 04 Feb 2026, 17:48 |
| Q3 2025 | 2,003 | $8,750,796,994 | +$617,116,113 | -$806,408,187 | -$189,292,074 | MSFT, NVDA, IVV, AMZN, AAPL | 13F-HR | 06 Nov 2025, 13:38 |
| Q2 2025 | 1,982 | $8,468,366,915 | +$872,806,730 | -$792,366,458 | +$80,440,272 | MSFT, NVDA, IVV, AMZN, META | 13F-HR | 04 Aug 2025, 11:33 |
| Q1 2025 | 1,890 | $7,801,542,594 | +$788,671,131 | -$842,029,421 | -$53,358,290 | MSFT, IVV, AMZN, NVDA, AAPL | 13F-HR | 06 May 2025, 16:00 |
| Q4 2024 | 1,846 | $8,035,585,962 | +$694,963,916 | -$607,527,194 | +$87,436,722 | MSFT, IVV, NVDA, AMZN, OACP | 13F-HR | 06 Feb 2025, 14:28 |
| Q3 2024 | 1,895 | $8,050,963,750 | +$662,790,449 | -$729,663,376 | -$66,872,927 | MSFT, IVV, OACP, NVDA, AMZN | 13F-HR | 01 Nov 2024, 15:26 |
| Q2 2024 | 1,907 | $7,722,829,522 | +$1,070,094,057 | -$547,022,683 | +$523,071,374 | MSFT, IVV, NVDA, OACP, AMZN | 13F-HR | 13 Aug 2024, 11:45 |
| Q1 2024 | 963 | $7,265,515,848 | +$818,718,101 | -$453,771,976 | +$364,946,125 | MSFT, IVV, OACP, AMZN, NVDA | 13F-HR | 21 May 2024, 14:07 |
| Q4 2023 | 891 | $6,461,924,395 | +$866,261,193 | -$535,965,191 | +$330,296,002 | IVV, MSFT, OACP, AAPL, AMZN | 13F-HR | 14 Feb 2024, 16:09 |
| Q3 2023 | 842 | $5,614,658,878 | +$683,826,100 | -$411,828,924 | +$271,997,176 | IVV, MSFT, OACP, AAPL, SPY | 13F-HR | 07 Nov 2023, 10:42 |
| Q2 2023 | 825 | $5,539,059,065 | +$538,716,611 | -$525,875,332 | +$12,841,279 | IVV, MSFT, OACP, BSV, OAIM | 13F-HR | 04 Aug 2023, 12:46 |
| Q1 2023 | 810 | $5,282,944,946 | +$792,428,605 | -$596,343,228 | +$196,085,377 | IVV, MSFT, BSV, OACP, OAIM | 13F-HR | 10 May 2023, 16:54 |
| Q4 2022 | 763 | $4,878,351,902 | +$475,404,400 | -$459,249,222 | +$16,155,178 | IVV, BSV, OACP, MSFT, SPY | 13F-HR | 31 Jan 2023, 16:12 |
| Q3 2022 | 734 | $4,529,523,000 | +$537,155,810 | -$451,247,811 | +$85,907,999 | BSV, IVV, OACP, MSFT, SPY | 13F-HR | 01 Nov 2022, 09:32 |
| Q2 2022 | 747 | $4,768,674,000 | +$821,525,458 | -$1,015,023,985 | -$193,498,527 | IVV, BSV, OACP, MSFT, SPY | 13F-HR | 11 Aug 2022, 15:49 |
| Q1 2022 | 854 | $5,711,444,000 | +$896,870,122 | -$468,338,398 | +$428,531,724 | IVV, MSFT, SPY, ESGU, AAPL | 13F-HR | 02 May 2022, 11:29 |
| Q4 2021 | 839 | $5,611,854,000 | +$728,214,495 | -$1,037,388,532 | -$309,174,037 | MSFT, IVV, AAPL, SPY, ESGU | 13F-HR | 03 Feb 2022, 21:40 |
| Q3 2021 | 782 | $5,536,112,000 | +$875,284,098 | -$461,005,805 | +$414,278,293 | SPY, QQQ, VIG, MSFT, IEFA | 13F-HR | 16 Nov 2021, 11:53 |
| Q2 2021 | 761 | $5,181,577,000 | +$856,448,378 | -$426,674,541 | +$429,773,837 | SPY, IJR, VIG, QQQ, MSFT | 13F-HR | 10 Aug 2021, 11:52 |
| Q1 2021 | 702 | $4,518,016,000 | +$747,410,776 | -$532,439,896 | +$214,970,880 | IJR, SPY, IEMG, IEFA, QQQ | 13F-HR | 10 May 2021, 17:47 |
| Q4 2020 | 668 | $4,143,565,000 | +$928,953,872 | -$379,782,478 | +$549,171,394 | QQQ, IJR, IEMG, IEFA, SPY | 13F-HR | 12 Feb 2021, 07:37 |
| Q3 2020 | 579 | $3,291,833,000 | +$651,759,180 | -$414,193,895 | +$237,565,285 | QQQ, SPY, LQD, IEMG, VGIT | 13F-HR | 04 Nov 2020, 21:51 |
| Q2 2020 | 511 | $2,918,519,000 | +$1,791,542,786 | -$355,691,773 | +$1,435,851,013 | LQD, TLT, EMB, QQQ, SPY | Restatement | 22 Sep 2020, 09:41 |
| Q1 2020 | 585 | $1,302,603,000 | +$264,132,422 | -$2,373,820,542 | -$2,109,688,120 | SPY, BIL, VGIT, AAPL, FIXD | 13F-HR | 15 May 2020, 13:23 |
| Q4 2019 | 1,193 | $3,691,111,000 | +$1,045,653,212 | -$303,548,763 | +$742,104,449 | SPY, QQQ, VGIT, SPLG, VMBS | 13F-HR | 11 Feb 2020, 13:55 |
| Q3 2019 | 851 | $2,805,906,000 | +$266,057,958 | -$193,937,703 | +$72,120,255 | SPY, VIG, QQQ, VGIT, VMBS | 13F-HR | 14 Nov 2019, 09:45 |
| Q2 2019 | 957 | $2,669,041,000 | +$855,798,751 | -$500,458,547 | +$355,340,204 | SPY, VIG, QQQ, VGIT, LQD | Restatement | 26 Aug 2019, 08:31 |
| Q1 2019 | 949 | $2,249,579,000 | +$697,062,591 | -$858,811,480 | -$161,748,889 | BND, SPY, LQD, VIG, ITOT | 13F-HR | 15 May 2019, 11:42 |
| Q4 2018 | 875 | $2,256,869,000 | +$858,384,816 | -$827,784,215 | +$30,600,601 | BND, IEF, VTI, TLT, SHY | 13F-HR | 11 Feb 2019, 20:53 |
| Q3 2018 | 971 | $2,530,047,000 | +$447,750,325 | -$288,727,078 | +$159,023,247 | VTI, SPY, IJR, IVV, QQQ | 13F-HR | 09 Oct 2018, 09:03 |
| Q2 2018 | 949 | $2,275,033,000 | +$510,943,372 | -$334,615,811 | +$176,327,561 | VTI, SPY, IJR, IVV, IJH | 13F-HR | 13 Jul 2018, 08:52 |
| Q1 2018 | 868 | $2,072,634,000 | +$314,305,534 | -$228,314,776 | +$85,990,758 | VTI, SPY, IJR, IVV, IEMG | 13F-HR | 30 Apr 2018, 15:27 |
| Q4 2017 | 814 | $2,012,657,000 | +$327,923,987 | -$227,253,495 | +$100,670,492 | VTI, SPY, IJR, IVV, IEMG | 13F-HR | 12 Jan 2018, 17:45 |
| Q3 2017 | 787 | $1,836,219,000 | +$250,595,768 | -$108,721,685 | +$141,874,083 | VTI, SPY, VWO, BND, IJR | 13F-HR | 12 Oct 2017, 11:04 |
| Q2 2017 | 750 | $1,634,887,000 | +$220,269,935 | -$154,719,387 | +$65,550,548 | VTI, SPY, BND, IJR, IVV | 13F-HR | 10 Jul 2017, 17:34 |
| Q1 2017 | 676 | $1,535,107,000 | +$305,918,303 | -$111,893,022 | +$194,025,281 | VTI, SPY, IJR, BND, IVV | 13F-HR | 14 Apr 2017, 10:26 |
| Q4 2016 | 630 | $1,310,851,000 | +$328,814,719 | -$116,751,103 | +$212,063,616 | VTI, SPY, BND, IJR, IJH | 13F-HR | 13 Jan 2017, 17:25 |
| Q3 2016 | 545 | $1,088,299,000 | +$209,283,070 | -$68,436,710 | +$140,846,360 | VTI, BND, SPY, IJR, IJH | 13F-HR | 12 Oct 2016, 16:38 |
| Q2 2016 | 468 | $925,995,000 | +$138,765,028 | -$110,362,760 | +$28,402,268 | VTI, BND, SPY, IJR, IJH | 13F-HR | 11 Jul 2016, 21:28 |
| Q1 2016 | 439 | $879,855,000 | +$157,478,195 | -$239,086,790 | -$81,608,595 | VTI, BND, SPY, IJR, AGG | 13F-HR | 18 Apr 2016, 18:59 |
| Q4 2015 | 396 | $909,821,000 | +$257,569,589 | -$62,121,193 | +$195,448,396 | VTI, SPY, BND, IJR, AGG | 13F-HR | 13 Jan 2016, 20:15 |
| Q3 2015 | 342 | $723,484,000 | +$96,663,922 | -$172,777,935 | -$76,114,013 | VTI, BND, SPY, MINT, AGG | Restatement | 16 Nov 2015, 10:21 |
| Q2 2015 | 395 | $851,845,000 | +$107,552,421 | -$129,163,204 | -$21,610,783 | VTI, BND, SPY, VXUS, AGG | 13F-HR | 31 Jul 2015, 20:26 |
| Q1 2015 | 399 | $883,541,000 | +$151,309,233 | -$219,247,940 | -$67,938,707 | VTI, SPY, BND, AGG, BNDX | 13F-HR | 13 Apr 2015, 16:37 |
| Q4 2014 | 411 | $941,239,000 | +$145,196,523 | -$208,354,073 | -$63,157,550 | VTI, BND, AGG, VUG, VYM | 13F-HR | 12 Jan 2015, 07:52 |
| Q3 2014 | 455 | $977,955,000 | +$96,735,304 | -$109,592,431 | -$12,857,127 | VTI, BND, VUG, VYM, BNDX | 13F-HR | 12 Nov 2014, 06:27 |
| Q2 2014 | 416 | $1,002,254,000 | +$156,538,753 | -$163,256,892 | -$6,718,139 | VTI, BND, VUG, VYM, BNDX | 13F-HR | 21 Jul 2014, 17:05 |
| Q1 2014 | 421 | $981,198,000 | +$168,406,568 | -$201,659,693 | -$33,253,125 | VTI, BND, VYM, BNDX, VUG | 13F-HR | 12 May 2014, 16:52 |
| Q4 2013 | 439 | $1,004,105,000 | $0 | $0 | $0 | VTI, BND, BNDX, VUG, VYM | 13F-HR | 09 Jan 2014, 07:13 |